Distribution (CRM, Commerce)

1095 Topics

diolukeDo Gooder (Customer)

How to automatically apply Document Text to Customer Orders?

I think I see where IFS will automatically attach Document Text to customer orders, based on the Customer setup, but I have been unsuccessful in making it work. I’m hoping I am missing a step & it is possible. I am looking for direction on how to make this work. I am in the Customer > Order tab > Misc Order Info tab There is a Document Text box there that reads like it should insert the Doc Text on any newly created orders. My efforts have failed. Can anyone assist? Luke

4 years ago

MilSiddiHDo Gooder

asked in Distribution (CRM, Commerce)

Serial/ Lot Batch Number not Transferring in Inter Site Customer Order

Hello! Background: There are 2 sites (S1 & S2) each with its separate company (C1 & C2). Both have been configured to communicate for inter-site customer orders. When customer order is created on site S1 with supply code ‘Int Purch Trans’, a PO is auto created at S1 & an Incoming Customer Order is created at site S2 (which when approved, a CO is created at S2). Then CO at S2 is Invoiced/Closed with a part that is both Serial/Lot batch tracked. Now, GRN has to be done against the PO at site S1 to auto-reserve the part issued to CO at S1 via CO invoiced/closed at S2. Here, I’m facing a problem, i.e. the Lot batch Number & the Serial number aren’t being captured at the time of GRN. This process works perfectly fine if I do it for sites that belong to the same company.

4 years ago

CINKBOLICKDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Undo Delivery for Intersite (Internal) Customer Orders?

We use intersite (internal) customer orders frequently and we just most recently started utilizing the IFS Shipment module. We had a situation where we needed to undo the delivery of an order on a shipment; however, when using the Undo Customer Order Delivery, we received the message that this could not be done for internal customer orders. Has anyone found a way or is there a way to undo customer order delivery for intersite orders?

4 years ago

svrmhuebnerDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Case quantities & Packing instructions

We have parts that are sold by the each, but our customer always buys them in case quantities (ex: 10 each). We cannot convert the 10 each to 1 case for various reasons, so I’d like to be able to use packing instructions to pack them in case quantities to avoid having the shipping personnel manually enter the weights and dims of each of the packages and then add the appropriate amount to the case. For Example:Part 82975 is shipped out as ten per carton in a 82122 box.I have created a Handling Unit Type of 82122 with the weights and dims of the box. We use this box on quite a few cases for this customer. I also created a packing instruction called C82975 which will then connect the 82122 box. I can then add the handling units using Apply Packing Instructions and adding the number of cases (in this example, 12) Then, I still need to add the ten each manually to the handling units to get the correct weights and dims. The ideal result is having the parts automatically pack into cases of te

4 years ago

ctaylor56Hero (Partner)

asked in Distribution (CRM, Commerce)

Shipping Unattached Lines

Example. I have two shipment lines attached to a Shipment. Line 1 with qty 10 has 8 in my first handling unit and the reminaing 2 in my second handling unit. Line 2 of my shipment is not in a handling unit. Is there a way to complete this Shipment?

4 years ago

MilSiddiHDo Gooder

asked in Distribution (CRM, Commerce)

CRM Access Scenario

Hello! I’ve a scenario in CRM where there a 3 users. CRM User 1 (only has access to Business Lead) CRM User 2 (only has access to Business Lead) ADM User (has access to leads created by CRM User 1 & CRM User 2. Additionally, has access to Customers/ Customer Orders). Now, CRM users only have to create the lead and perform business activities. The conversion of lead to customer and then creation of customer order is assigned to ADM user. But at the same time, ADM user must not be able to view all of the Leads, Customers as there will be other groups with 1 ADM & 2 CRM users(to achieve this, I’ve added the ADM user to Lead, Activity, Opportunity & Customer filters using Access Group). CRM users have to add the ADM user to each of the lead/ activity they create manually, so that it may be available to ADM user. (This is kind of a site based crm scenario which I’m trying to cater through Access Groups.) Is there any option to auto-add the ADM users (supervisors) to each entry

4 years ago

cjohnsonSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Update connected objects Sales Quote from Business Opportunity

Hello, I’m having an issue understanding the workflow in IFS as it relates to Sales Quote generation. Currently, we are starting the process at Business Opportunity. An opportunity line would be entered for a top line part, which would be saved as a Non-Existing Part. From there an Estimate is created for the part. The calculation is made and the Business Opportunity is updated via the connected object from the Estimate to the Opportunity. In order to create a quote, we have to register the part using Register Non-Existing Part in Business Opportunity. When that is done, you can then RMB the opportunity line and create a Sales Quote. The issue becomes when you need to change the quote for any reason, the Business Opportunity is not also updated to reflect the change. If you adjust Contribution Margin on the Sales Quote, that does not update the Business Opportunity. Additionally, if you need to modify the Estimate, when you update the connected object to the Business Opportunity, you

4 years ago

Vernon AndersonSidekick (Employee)

asked in Distribution (CRM, Commerce)

CLEAR explanations of interactions of dates on customer order and purchase order lines.

All too often, a customer will ask us about the relationship between the date fields on a customer order line and what one should or can be able to change and what the ultimate effect of those dates are elsewhere in the system. The help text can be rather unclear on these fields; target date on the customer order. It would be nice if we had a quick reference on these fields and what field should be changed and when. It would be nice to know what roles would or should change what dates. Thanks!

4 years ago

CapGladyBDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

WMS Integration

Hi IFS hero! I’m looking for documentation about the IFS module WMS Integration : Is this module linked to the IFS Shipments? What are the standard messages provided by this module? Is there any specific setup to be done in the IFS objects (customer, site, etc.) What is the configuration to do to connect to the WMS? Is there any webservice, or other technology? Thanks in advance for your help :)

4 years ago

svrmhuebnerDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Mass update of Price on Sales Part record

Hello - we are on version 9, update 8 and would like to mass update the price & price incl tax fields on the sales part record. We did notice there is the ability to “Update base prices” & “Update unit based price lists” & “Update sales price lists from base prices”, but there does not seem to ability to update prices on sales parts. Has anyone else run into this and what was the solution? This seems like a common request that any company would like to do. Thanks!

4 years ago

lglover241Sidekick (Partner)

asked in Distribution (CRM, Commerce)

No Data Found

When publishing custom fields on the BusinessOpportunity logical unit I get the error “No Data Found”. When I go to the database the view is no longer present. Anyone ever seen this before?

4 years ago

HOOJAGRDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Autorisation of sales quotations

We would like our sales department to authorise the sales quotations from collegues, before they send them to a Customer. I hoped is was a standard functionality in IFS 9, but could not find it. Anyone an idea about this?

4 years ago

MarieSkoldenborgSidekick (Customer)

asked in Distribution (CRM, Commerce)

Instant invoice - document footer

IFS9, in the process of upgrading to IFS10. We have used Report Designer to adjust the layout of instant invoices sent to our customers. The document footer for the instant invoice has been defined in the window Document Footer and connected to the report INSTANT_INVOICE_REP, which works just fine. Now, we need to have different invoice footers for different customers (sent from the same company). We have defined additional fields and additional Footers in the window Document Footer, which meet our requirements. However, we can’t find a way of selecting a different footer when creating the instant invoice.We have tried the following:In Document Footer, connect the report id INSTANT_INVOICE_REP to two different footers (two lines in the tab Connect Report). Not permitted. In Customer Invoice Types, define a new invoice type INSTINV_2 that the user can select upon creating a new invoice. Connect the new invoice type to Report Footing with the new footer id - not working. This field is n

4 years ago

JDKirkendollDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

UPS Account Numbers

We have UPS WorldShip connected to our database and are retrieving many fields, which is great! …but we currently store our customers account numbers in document text, and I would like to start storing it by customer address number. Is anyone doing this, and where are you storing the account number? We are on Apps 9.

4 years ago

cjohnsonSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Estimate Bid Management

Hello All, We are an IFS Apps 10 customer, and we are in the middle of our implementation. We have run into an issue with regard to the Estimating module. The issue we are facing is creating an estimate for a part that has operation steps at multiple sites. We may have a part that has an operation step in one facility, and it is then shipped to another facility for additional manufacturing. We have been unable to build this estimate, as the module seems to require you to use the same site for all parts in the estimate. I believe we may be setting the estimate up incorrectly, but I am not sure. Any guidance would be greatly appreciated!

4 years ago

Brian SandfeldDo Gooder

asked in Distribution (CRM, Commerce)

Validating EU vat numbers

Are there any way of validating EU vat numbers on all customers/suppliers in one go.Can this be done as a scheduled job?

4 years ago

DANNLKDo Gooder (Former Employee)

asked in Distribution (CRM, Commerce)

Automatic Reservation Rule

What is the order (Rule) that the "Automatic reservation" select parts to reserve in the inventory in a customer order?

4 years ago

Lumini SahabanduHero (Employee)

asked in Distribution (CRM, Commerce)

Customer price list per price group

In the customer window price list per price group tab, it is possible to add several price lists in different currencies. And if the Preferred Price List tick box is selected, it says the ticked price list would always be fetched into the Customer Order Line. But it was noted in some scenarios even though a preferred price list tick box is selected COL picks up a different price list. What is the reason behind this?

4 years ago

Ravin De SilvaDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Tax is not included in Sales quotation report

Even though customer\prospect enable for Tax, tax will not be included in the sales quotation report

4 years ago

Manoj RuwanhewaSuperhero

asked in Distribution (CRM, Commerce)

Cannot delete lines from Revised Sales Quotations

Create a Sales quotation. Release it. Print the quotation. Then alter a line and save. Status of the quotation will be “Revised”. Try to delete a line of the quotation and you will see delete option is not available. It could only be cancelled. It seems sales quotation line could be deleted only in “Planned” status. Sometimes, on revisions, there may be many lines that need to be removed, not cancelled. It is difficult for the users to manage the screens when these lines are still visible. It is difficult to identify quickly which lines are active.

4 years ago

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Distribution (CRM, Commerce)

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