Distribution (CRM, Commerce)

Hi ALL,trying to understand numbering of Business Opportunity . I know we can specify a prefix per user but can I specify somewhere that auto numbering of B.O. start from 100 let’s say. thanks for your suggestions.  

I am new to using IFS...coming from over a decade of SFDC.Initial question is how to I create a list view of recently opened ‘records’?  I would prefer my default list view of any object to be my recently opened records sorted by most recent until least.Does this ability exist in IFS? Derek

We are running IFS 10.  Is there a way to automatically attach an MSWord document when a Business Lead is Created?

Hi, Can anyone assist on letting me know how to enable ‘Email order’ available on PO header RMB.  Regards.

Hi,There are few  Customer Orders not appear to deliver which are in Released state but still don’t appear to deliver in ‘Deliver Customer order’ screen.Ideally as per attached image except ‘Invoiced’/’Partially Delivered’/’Delivered’ Customer orders rest COs which are in ‘Released’ state should appear for delivering.However those are in ‘Released’ aren’t getting the option to Deliver.Need some inputs on the same in brief. Thanks in advance!

It sometimes happens that you don't want to allow for any new work for a customer. IFS offers some standard functionality by means of statusses and checks, but this does not cover all situations. It is then for instance still possible to create costs on a project for a customer. Any ideas how to implement a "Customer Kill Switch” ?

Hello Folks, Would it be possible to utilize the external file assistant to upload count results into the Count Per Count Report screens? If yes, what will be the set ups and all.  Regards.

Hello Community,We are using IFS 8.I need to cancel one maintenance order.While cancelling the Maintenance order tasks I am getting the message that thecustomer order line object has been removed by another user. I have checked the customer order linesHere Line no 1 and 2 are there but after that line no 7 is there.3,4,5,6 line no’s are missing here. I need to cancel this Maintenance order and then the customer order also.What will be required to do the same. RegardsDeepak.

Hello,Does anyone know if there is a place in Aurena where you can set a place to show which environment you’re in.  I work in several environments for troubleshooting and the URL is similar. In IEE, it could be set as an option.  Is there a similar setting for Aurena? ​​​​​In Aurena, I can’t find a similar setting.  And the environments have similar URLs 

  In Customer order window is shown as a specific time such as 12.00 AM. Is it possble to show real time?  ​If possible, how?B.regardsMd.Sheraj

Hi, More than once the question is asked if we can produce a list with current prices for a customer. The price query calculates this and can show this per part.Does anyone have experience with producing this in a list (business report or other)?I understand there are some limitations to this,as the price is calculated based on multiple parameters. (date, qty, etc.) My thought was to create a report showing current prices for 1 sales UoM on the current date and maybe add an informational column telling the user that step pricing occurs for this part and if there are any promotions (from campaigns). Thanks in advance,Koen.  

Hi,We are using Customer Agreements to manage pricing. We have a pending price rise - but it is from Date of Invoice, not Date of Order Entry. The pricing logic is not pulling tihs though - when we enter a customer order line with a delivery/invoice date after the price increase date.  It does pull it though when we enter a Price Query. Has anyone come across this before? Any work-arounds?We are on Apps 9 - though if anyone has different experience in Apps10 or 21 would be interested, as it may influence out upgrade options. Thanks, Matthew

What is the permission set option to select to allow View, Edit and Create a Configuration on a Sales Quote?  We are trying to establish a permission set to allow to configure sales quotes, but not other options with the standard sales permission set.  I have created a custom permission set, that is allowing to Copy From another configuration, but not to create new, view or edit the configuration.  Please point me in the right direction to find the right Presentation Object or Database Object to select to allow for these options.  Thank you, The screenshot below is of the Sales Permission set. I’m looking for the View, Edit and Create options to move to my new custom Sales Quotation Permission Set. 

Hi All,while testing the CRM sales process basic data, I am able to delete an action but not a stage ! any way to do it ?Another question, is there is a way to delete a sales process already in use by a cancelled B.O. ? Because the B.O is cancelled, I cannot change her sales process neither delete it :(  Thanks  

The External Transport Lead time is not impacting the Planned Ship Date on Customer Orders when it gets adjusted.  We utilize the Supply Chain Matrix to get the Lead time based on our forwarder.  We have a calendar that is exploded/generated in IFS associated with the Ship Via.  We have it working in a test system, can’t figure out what is missing in Production and we are going live on Monday.  Any ideas?

Is there a way to setup a minimum customer order quantity before shipping product. Say XYZ customer doesn’t like to receive multiple shipment charges but they place orders frequently. Can you setup a way in IFS to say if Customer XYZ’s quantity is over 100USD ship it, if not do not ship it?  

Hello - I am new to IFS and am after some help with the following.  I would like to create an event that when a user creates a new supplier or customer record that IFS should alert the User to input the customer ID/Supplier ID if they have not already done so instead of allocating the customer/supplier a system generated number

One of the requirements from our offices is that they are able to add a “complementary” part to a sales quotation, it will show the price but not add the price of that part into the total.  So in a case where the customer contacts us for a Sales Quotation. Our team would like to add complementary parts (or what they call alternative parts) on the Sales Quotation. They want to show the price to the customer and potential discount, however, they don’t want to show it in the total. Is this an option within IFS? I know complementary parts exist but it seems to always add them into the total of the Sales Quotation. It seems more of an opportunity functionality rather than Sales Quotation. 

We have History Log turned on within History Log Configuration. for Enterprise > CustomerInfoAddressType for Insert, Update and Delete.  Recently, we talked to a user who had deleted an address.  Where do we locate the deleted records if we are keeping the details for 270 days?Thanks   

Hello.  On  Outlook panel in IFS Cloud 21R1, I can not add new business opportunity for my contact - no add icon is visible.New activity can be created for the same contact.  How can I configure to enable to add new business opportunity?  

Hi Community, we have instances in Apps 9 where we need to re-schedule customer orders and unreserve the stock to be used elsewhere.  So far I can only see that customer order lines can be unreserved 1 line at a time.  Orders with hundreds of lines are therefore time consuming to un-reserve and I’m hoping there is a way to unreserve a whole order or selection of lines.

Hi all, I have an excel migration for Supplier for Purchase Part. This allows price lists to be created by users and inserted to the price list tab. However, if a price list is active - this prevents the tool from working. Is there a way to close an active price list automatically before the new price list is inserted?

I hope to maintain all related set-ups for discounts in the rebate window, transactions occur. But I can't create customer rebate credit invoice. The following message will be shown when we want to create an invoice but do not create a rebate invoice. If anyone has any idea about this issue please share.

In the rebate issue, the rebate transaction is complete, but I can't set the settlement (periodic and final). I have attached the total process that I have maintained. I try a few times using the manual. If someone gives me a demo setup for settling a settlement that helps me a lot.

When a Customer Order is created from a Sales Quotation is there a link between the two?In the Sales Quotation itself I can right-click on a Quotation line in it and select “Customer Order” and that takes me to one of the customer orders that was created from the Quotation but when I put a debug trace on it in IFS it doesn’t tell me how it linked it (i.e. what field).Thank you for any replies.