Distribution (CRM, Commerce)

Hi all, When a user is connected to a Person ID, reference screen shot below: the system automatically makes the above Person as the Main Contact Representative in Customer window since, the user is also connected in CRM & SRM Basic Data– Representative window.  Customer Window:  But in Customer window CRM Info tab, there is a separate Main Representative connected.  Please let me know why is the a

Hi, It seems the option ‘Pick by choise’ used from shipment - Report picking of picklist lines does not work if material is customer owned?Is that a limitation to this functionality?We are running IFS 10 upd 3

HI Each time when I opened CRM customer window i received an error :I worked with https://ifspsc1-d02.demo.ifs.cloud/ Database error occurred. Contact administrator.        Url: https://ifspsc1-d02.demo.ifs.cloud/main/ifsapplications/projection/v1/CrmCustomerHandling.svc/Customers(CustomerId='FR_AIRBUS')/CustomerCrmInfoArray?$select=PotentialId,LoyaltyId,SourceId,EmployeeCountId,YearEndPeriod,Turnover,CurrencyCode,MainRepresentativeId,MainRepresentativeName,KeyAccountDb,BusinessLeadId,BusinessLeadName,CustomerId,ReferenceType,Note,Objgrants,luname,keyref&$expand=TurnoverCurrencyRef($select=CurrencyCode,Objgrants,luname,keyref)&$skip=0&$top=25        Date = 2021-07-13T14:18:13.878Z        Request Id = 9d098bb7-1f0d-458b-8330-f32b8b2197d8        Client version = 21.1.1.20210329033206.0 

We are currently on Apps8, in the process of moving to Apps10.On occasion, an error is made and we don’t bill a customer enough for a physical product.They agree to be billed the correct amount.What is the best way to charge the additional amount, using the specific physical sales part from the original order (for reporting and accounting purposes), but not moving inventory? 

We recently ran across this backgound job message and I am not familiar with it. COMPANY101PROJECT_IDADSCDORCHEEXCLUDED_STATUS1 EXCLUDED_STATUS2 EXCLUDED_STATUS3 SUB_PROJECT_IDACTIVITY_SEQ Any help is appreciated!

Using Sourcing Rules to select Supply Codes, can this be used to PARTIALLY source the Order Line requirement from inventory, and then raise an order for the remaining balance? I have tried to use this to select Invent Order and then Purch Order Trans, but IFS seems to only be able to select the option that can FULLY deliver the quantity required, and does not allow a partial supply based on Invent Order and then order the rest from a supplier based on Supply Code Purch Order Trans. Can I assume this is not possible?

Is it possible to grab the customer ID value and use it in another tabs search?I have created a custom tab called Product Info, that uses a reference field to find customer contacts and I would like to limit the contacts that appear down to only the associated customer ID.I would like to use the customer ID value from the general info tab for the search. 

Using Apps 10 and want to create a custom event that will send an email to the user who creates a prospect (converts from a business lead) without an address.  IFS deletes the business lead when it converts the lead to a customer/prospect.  Thoughts or suggestions? Which LU would be appropriate to create the custom event on? Which PLsql API would be good to get the Address?

We currently price our parts out to 6 decimal points.  When we try to print a quote with pricing extended to more then 2 decimals, it rounds up and prints only 2 decimals.  How do we fix this?

Hi all,IFSapps 10.Sales part screen. There is a field called “min sales qty” which when entered will put an advisory message on the customer order line if the qty is not met.The requirement is to prevent users from entering qty’s that are not multiples of the min sales qty.E.g min sales qty of 300 EACH.User not allowed to enter 301 but currently would be allowed with no message. I can think of two ways of doing this. One is having a custom event to block this from happening. Second is to set up new sales parts with a different UOM and price/ inventory conversion in place.Is there a better IFS way of doing this? Many thanks,  

One of our users mistakenly raised a CO with a lot of lines to the wrong customer, invoiced and closed it. Now we’ll have to raise an RMA and approve for credit. That can be done. However is there an easy way in IFS, maybe at RMA level to ‘transfer’ the parts to the new customer rather than returning parts to the inventory and reserving them again for the new CO with new customer info? Question might sound stupid, but noticed that this has happened quite a few times in our warehouse so thought of looking at ‘easy ways’ to assist our colleagues when they repeat this mistake. :)

When creating a sales quote - adding a line - line not showing discount(%)

Hi, I want to create a Lobby Data Source which shows the sum of values stored in 3 views. Therefore, I need to create an IAL. But I struggle to get the desired result. I created the SQL Statement in the SQL Query Tool and it gives the result I want. But how do I implement the statement in an IAL? Your help is appreciated. The SQL Statement: select OPPORTUNITY_NO "ID", DESCRIPTION as Description, 'BO' "Type", EST_OPPORTUNITY_VALUE as Valuefrom BUSINESS_OPPORTUNITYWHERE OBJSTATE <> (select ifsapp.BUSINESS_OPPORTUNITY_API.FINITE_STATE_ENCODE__('Cancelled') from dual) and OBJSTATE <> (select ifsapp.BUSINESS_OPPORTUNITY_API.FINITE_STATE_ENCODE__('Closed') from dual)UNIONselect QUOTATION_NO "ID", CATALOG_DESC as Description, 'SQ' "Type", ifsapp.Order_Quotation_Line_API.Get_Base_Sale_Price_Total(QUOTATION_NO, LINE_NO, REL_NO, LINE_ITEM_NO) as Valuefrom Order_Quotation_LineWHERE OBJSTATE = (select ifsapp.ORDER_QUOTA

Some of our projects has multiple tasks, completed at different dates, that generate different orders.  Is it possible to tell, when viewing project connections, which task relates to which order? Below is an example of the Task and Project Connection tabs.   Project Tasks: Project Connections: 

We are using IFS 10. For new part business we create a Business Opportunity.  From the Opportunity Line, we create an Estimate.  When the Estimate is complete, we transfer the information back to the Opportunity, confirm the opportunity and create a Sales Quotation.We use a similar process for existing parts, but skip the Estimate.When we determine the Sales Quotation is won/lost, we close the Sales Quotation and indicate the won/loss status.  For existing parts, this rolls back to the Business Opportunity line and sets the line to won/loss.  However, this doesn’t happen for new parts.  These stay In Process and there does not seem to be a way to get them finalized.Is there a way to finalize the status on Business Opportunity lines for new part?

I have set up customer consignment stock. I deliver parts and then report cunsumption. Is there any way to cancell consumption reporting? Apps 9upd13 FYI: I have also setup custom objects to report consumption agains specific order, since there is full support in IFS standard code for that, but some reason client don’t support that. :)

We are getting an ‘Error’ while customer order on release.. 

Hello,  Hope y’all doing great and safe I use the IFS 10 and when making a commission agreement I noticed that there are only the options of calculate commissions of order entry and invoiced. But we would like to calculate it based on paid invoices. Is there a way or a suggested work around to perform it?  Thanks in advance, Best Regards  

Has anyone tried to restrict the access to notes in IFS9? We have several sites and they’d like to add site specific notes to customer records but it seems all users see all notes. 

I ran to the below error when trying to create Customer Order from Sales Quotation through the header RMB. Strangely all the sales parts in the Quotation are available. How could this happen?  ‘Show Details’ dosen’t give the part no. Salesperson is different from the Coordinator. Not recreatable in the testing environment to report to IFS :(  

What are each of the Address Types used for on the Customer Customer Master, General Address Information screen?  The drop down in Aurena shows Delivery, Document, Visit, Pay, Primary Contact and Secondary Contact.When I looked at the Object Properties for the VALID_ADDR records, it does not show Document in the values list.We are having trouble with the wrong address showing up on the customer invoice.  We have the Pay set up on the billing address and thought that would get us the information.  Now however it appears that the Document type is what is being used for the invoice.   

We have a fairly complex pricing model (using Sales Price Lists and Part Based Price Lists). We also provide rebates to certain customers who sell certain products to certain end users. We think we would like to start using Customer Agreements but would need to do it at the Delivery or invoice  Address level. I have read IFS help but do not see anything I think I could use at the address level. Ideas? Thanks

Hi all,Is there any information available on Customer Schedules for Partners?I cannot find it in the academy and I hope there is some documentation available.Thank you!

I am very new to IFS ERP and am attempting to educate myself throughout the software.  Can anyone please shed some insight into converting Business Leads into Business Opportunities and why I can’t find the converted opportunity anywhere?  I have tried this at least a dozen times using new customer, new prospects, existing customers.  The opportunity is nowhere to be found.  I understand once converted, the lead goes away.

Hi all, In the customer order process, after customer order line partially delivery for a line with non-inventory sales part, I’m creating a customer invoice and this invoice is then posted/authorized.If my customer rejects my delivery (for example because he disacreases the quantity), I’m able to create a customer credit invoice.However, I’m not able to cancel the delivery : IFS raises an error message due to the connection of the delivery to an existing invoice. As a consequence, I cannot create a new delivery with the corrected quantity and then create a new invoice with this delivered quantity.Is there a setup in the application to allow a delivery cancellation if the invoice has been credited? Thanks in advance for your help. Requirement - Example:On a customer order, I have a line with a number of engineer hours : 100h.I deliver and invoice 30h.The customer rejects the invoice, he agrees only o