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Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,299 Topics
  • 3,333 Replies
1299 Topics
A
Sidekick (Customer)
ALHKESTSidekick (Customer)
asked in Distribution (CRM, Commerce)
Print pick list as next step in Shipment flow

Hi,We have created a lobby for warehouse were they see pick lists that are created, but not yet printed. We use the information that comes from “Next step in Shipment Flow”. Shipments are reserved by the planner and the picklist is created by a scheduled task. The tick box “Print pick List” is not selected in the task.Most shipments move as expected in the order flow: Reserve → Create Pick list→ Print Pick List → Report pickingBut some shipments moves immediatly from Create Pick List to Report picking. When we look at the pick list, it has not been printed.I have checked the order types, and they all have the steps described above.It seems to happen more often when there are only single lines to be delivered on the shipment.Anyone who knows if we are doing something wrong in the set-up or if this could be a bug? Thank you in advance!/Kerstin 

6269
Vimukthi Mahakumbura
Superhero (Customer)
R
Superhero (Partner)
RutJWhalenSuperhero (Partner)
asked in Distribution (CRM, Commerce)
ORA-020115: NonconformanceReport. The "Non Conformance Report" has already been removed by another user.

Trying to update NCR with either Custom Event or Background Job  and receive ORA-020115:  NonConformanceReport. The "Non Conformance Report" has already been removed by another user. Any ideas on how to resolve this issue.

2991
Dumeesha Wanigarathna
Superhero (Partner)
Xiaofeng
Do Gooder (Employee)
XiaofengDo Gooder (Employee)
asked in Distribution (CRM, Commerce)
Business Activity - Create Outlook Meeting

Is there any approach to import MS Outlook Meeting information such as a .ICS file to CRM Business Activity?   

2503
Xiaofeng
Do Gooder (Employee)
R
Do Gooder (Employee)
RAPIPLDo Gooder (Employee)
asked in Distribution (CRM, Commerce)
21R1 error on business opportunity

Hi - I received errors each time when I try set up new BO, also each time  when you switch from outlook or business activity to business opportunity - the system gives me an error. Also when i try to change a status system give me an error 

985
R
Do Gooder (Employee)
D
Do Gooder (Employee)
Devindya SathsaraniDo Gooder (Employee)
asked in Distribution (CRM, Commerce)
IFS CRM Panel for Outlook

Hi Team,Could you please let me know the steps for setting up the IFS CRM Panel to outlook (Are there any parameters to be aware in both outlooks and IFS application , such as sychronization etc.)Further, when it comes to customers who are enabled for SSO, are there any seperate set of parameters to be changed ?

16371
Annjse
Hero (Employee)
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Distribution (CRM, Commerce)
Business Mail - App does not work for me-- IFS 9

Hello,I am trying to utilize the Business Mail App.I already have the Document Import Actions set upI have the App installed in my OutlookWhat else do I need to do to have the following windows enable? My goal es connect Outlook to CRM 

1392
Rasika Lakmal
Superhero (Customer)
R
Superhero (Partner)
RutJWhalenSuperhero (Partner)
asked in Distribution (CRM, Commerce)
Delivery Terms field on Customer Order

Is it possible to default the Delivery Terms field on the Customer Order to blank and set it as Mandatory Field so that the user has to select the Delivery Terms rather than it come from the Customer.

3272
Vimukthi Mahakumbura
Superhero (Customer)
lglover241
Hero (Partner)
lglover241Hero (Partner)
asked in Distribution (CRM, Commerce)
CRM Companion Opportunity Lines

Anyone know why Opportunity lines are not included in the CRM Companion 10?

1142
lglover241
Hero (Partner)
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Distribution (CRM, Commerce)
Sending shipment delivery note by email

Hi, Set up event action on PDF_REPORT_CREATED to send mail for report Shipment delivery note.I thought the optin to send by email would become available on RMB from the shipment but this is not the case.On the shipment I have the receiver reference set to customer contact with mail address defined.This event works for other reports like purchase order and order confirmation.Should it work also for shipment delivery note? Regards,Anna

5463
X
Superhero (Employee)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Unit value in Shipment Pro Forma Invoice

We upgraded from IFS App75 to App10 (UPD9) recently.  Earlier when we printed the Shipment Proforma Invoice it used to print the Unit value. Now it doesn’’t. Then found out that the this Unit Price is actually fetched from the Customs Value field on the CO line / Shipment line. Isn’t this a change of behavior from App75?  Is there a way how the Customs Value is fetched into the CO line? Why can’t it directly be fetched from ‘Price/Curr’ field like before? Manually entering a value in the new field ‘Customs Value’ is something the users are already complaining about. Or have I missed a step here?

43511
Vimukthi Mahakumbura
Superhero (Customer)
S
Do Gooder (Customer)
SJESTEVECARLDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
IFS8 Commissions

Hello, this question is about automating who receives commissions using IFS 8. We have multiple rep’s that can receive a commission depending upon which of our product lines (Brands) we sell. From what we know, you can have multiple “Commission Receiver” assigned to a customer, but how do you automate who should get the commission (only one should get it)? Up to this point we have handled this by having multiple customers and a bit of a manual process for our customer service team as they enter the orders. Feels like there has to be a better way..

3071
AkilaR
Hero (Partner)
M
Do Gooder (Customer)
montez.knowlesDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Business Mail - How to populate 'Main Customer Name' field & others

Hi ALL,We are looking to see if anyone knows how to get the ‘Main Customer Name’ field to populate in Business Mail?We were told it would work in UPD8, then UPD10, and still nothing is happening.We thought it would take the customer contact from the Business Mail, and grab the customer# from that association and then fill in the field. That does not seem to be the case. There are also other fields that seem linked to this as well:Main Customer ID Customer Address Main Cust Contact ID Main Cust Contact Name   Thank you in Advance for your help :) 

808
N
Do Gooder (Customer)
I
Sidekick (Partner)
imharshit003
asked in Distribution (CRM, Commerce)
Sales Quotation Expiry Notification

Hi, Do we have any functionality where the users gets notified when the sales quotation is about to expire. If yes then how can we enable that functionality. Thanks 

2535
H
Hero (Partner)
M
Do Gooder (Customer)
mbarnesDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Saved Searches

Apps10 - When does a search I saved go to “Saved Searches” under the My Administration section of IFS and when does it stay only on the page I created it on?I have many saved searches, 20 plus, and I only see 7 under my saved searches. 

156110
M
Do Gooder (Partner)
CooNeilnC
Do Gooder (Partner)
CooNeilnCDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
IFS Partner Connect programme

Hello we are IFS gold partners and would like to use the IFS Partner connect.Can someone please contact me and explain how I can register for this and use the platrform. Thanks AyeNeil

1581
KristenGastaldo
Superhero
HawJenifW
Do Gooder (Partner)
HawJenifWDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
Are there new Marketing Materials in Oktopost for partners?

I heard new marketing materials were available to partners on Oktopost.  Has anyone used this, and if so, how did you get your login?

941
KristenGastaldo
Superhero
J
Do Gooder (Customer)
JohnnyWooDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Invoicing at the break of the months

Hello there,we conduct contracts with continuous shipments lasting more than a month period. We issue invoices for our customers covering multiple shipments of goods (within one customer order). This is perfectly fine for us as long as the month doesn’t change. At the break of the month we would like IFS to stop cummulating shipments into one invoice (so the shipments from month x would belong to invoice x, and shipments from month y would belong to a new invoice). Now if we don’t manage to prepare an invoice at the very break of the month, we get a mix of shipments from 2 months on one invoice.Does anyone have an idea how to solve this? 

831
X
Superhero (Employee)
S
Do Gooder (Employee)
Sven WeberDo Gooder (Employee)
asked in Distribution (CRM, Commerce)
Quick Reports in IFS Cloud B2B portal for customer

Is there a way to display quick reports in the B2B portals of customers in Aurena?

2021
X
Superhero (Employee)
MarianneLykkeMadsen
Sidekick (Customer)
MarianneLykkeMadsenSidekick (Customer)
asked in Distribution (CRM, Commerce)
Is it possible to avoid selecting a competitor when loosing a BO ?

Hi,When we loose a BO and choose a “lost-reason”, we also have to choose a “Lost-To” reason on the BO. We cannot close the BO, without choosing a Lost To reason. We are not interested in gathering that information - does anybody know, if it is possible to simply remove that field or have it fillled in pr. default with a * star icon, as I have illustrated in the example below:   

904
Rasika Lakmal
Superhero (Customer)
D
Do Gooder (Customer)
dumindatdnDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Cost spent for Chassis

We have a requirement to capture cost spent for a chassis. for example when you sell a vehicle.you could have vehicle registration cost, PDI, free service, Local Options etc. We need to provide a standard value at the time of customer order creation and spend the same through Manual supplier invoice/Customer Check, Through a PO, and through service module.For Example we can provide a value for vehicle registration and once the registration fee is paid that should be able to enter against that particular chassis/serial.All these parts are serial parts and you do have a serial/chassis number for each. Kindly help me to provide the solution

931
Rasika Lakmal
Superhero (Customer)
B
Sidekick (Customer)
BZNSIMONSidekick (Customer)
asked in Distribution (CRM, Commerce)
Business Lead records deleted in the process

Hi, It seems that the standard functionality for converting/merging a business lead to a customer results in IFS deleting the lead. Is there some way to stop IFS from deleting the buniness lead? Or another menu where we can still see the lead? Because we want to keep track of how many leads we bring in, and analyze on for example the source. I hope someone can help me on this. Kind regards,Simon 

1855
KeyBartlD
Sidekick (Partner)
S
Hero (Customer)
sholmesHero (Customer)
asked in Distribution (CRM, Commerce)
Apps9 ASN message third party support

HelloIFS Apps9 ASN message doesn’t pull enough information out of the handling unit packing structure on a shipment for our customer’s needs.Does anyone use a third party to send ASN messages out of IFS Apps9?We currently have a work round with our VAN supplier but with ever changing demands this is getting more and more manual plus we have to raise multiple shipment for one actual delivery, which means multiple invoices too so we’d like to change this.Thanks Sarah

1570
S
Hero (Customer)
K
Do Gooder (Customer)
KezziaKDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Differences between Representatives, Coordinators and Salespersons?

We are in the final stages of Aurena Apps 10 implementation and I work in CRM and Call Center and I want to make sure we have all understood the sales roles correctly.  If I create a quote or an order, I think:  the coordinator creates the quote/order, but is not responsible for it  the representative is responsible for the quote/order the main representative is the representative’s senior and can override their work the salesperson can be internal (colleague) or external (e.g. reseller)Is this right? TIAKezzia

21222
K
Do Gooder (Customer)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Pick List not showing Delivery Address on the printout

When I print the Consolidated Picklist from the Shipment for one customer only, this issue occurs on the printout on the place usually the delivery Address is displayed.   However when I check the Customer record, ‘Delivery’ has been ticked for one address ID only. How come I get this error?

23011
Asela Munasinghe
Superhero (Customer)
R
Superhero (Partner)
RutJWhalenSuperhero (Partner)
asked in Distribution (CRM, Commerce)
Which user created Customer Statement of Account PDF

Good day. Is it possible to see who created the Customer Statement of Account,   Cannot see who created in Report Document Archive and it doesn’t appear in Print Manager. Any ideas? Thank you.

1212
R
Superhero (Partner)

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