Distribution (CRM, Commerce)

During our customer consignment process our customers report back what has been consumed/sold, this process is manual and tracked on a spreadsheet. As you can imagine at time lot numbers and/or serial numbers are not correct. We are looking to get our customers barcoded technology that will allow them to scan the products at time of consumption. Has anyone utilized barcode scanners with IFS to report consignment? If, so what barcode scanners are you using and how does your process work as they report/scan the material?

Hi,I’m trying to create a warning message for the Business Opportunity screen.As, the company auto-fills depending upon a user’s default company. I would like to show an error message if a certain company isn’t selected. Is there a way of doing this in Apps9? 

Hi Everyone,Apologies if this question has been answered - not too sure of the search term to look for within the forum.We are looking to amend the automated functionality within IFS to print an additional document template in IFS9 from the customer order - driven by the status of the order. I believe this is controlled from the following check boxes on the document information tab. (please see screenshot below)We would like to print multiple copies of the customer invoice and we also have another output document template within the same invoice report definition.Order History shown below - invoice and delivery note are created automatically. Is it possible to add another document to the automated output?  Please let me know if I need to provide any additional information.Many Thanks,Dan

We have an issue with currency changes and freight invoiced to customer on an Advance invoice.We have implemented Direct Delivery Freight Price Lists, which only can be in Base Currency.When we have a customer order in Currency the Charge Price/Curr is calculated on customer order using Direct Delivery Freight Price list and Default Sell Currency Rate Type and current valid currency rate.When we create Advance invoice the invoice amount in currency includes the current calculated amount in currency for freight. When creating final Customer Invoice, Charge Price/Curr is different due to changes in currency rates. The final invoice always creates a difference in Accounts Receivables, due to changes in currency rates and recalculation of Charge price /CURR for freight.We have found that it is possible to create advance invoice without charges (Base for Advance Invoice in Company/Order Tab), but this is not a good solution. Preferable we will be able to send a 100% Advance Invoice to Custo

Hi, Is there a possiblity to create a conditional format on Mobile/Email field Value in Customer Comm Method. The users often insert/paste a false formatted Mobile/Email number/ID which creates problems with the third party interface. Thanks

Hi,Does anyone know what’s the difference between plan and call-off schedule type which is used on supplier schedule and customer schedule? I am testing supplier schedule but it looks like no difference no matter which one I select. Thanks.

We have a customer with an Inactive Delivery Address ID 1: There is a valid Address ID 2 set up on this record. When creating new orders through the Customer Consignment Stock, I’m not finding the screen to update the Delivery Address ID, and get the following error.  How do we update the Delivery Address ID on this screen? The Delivery Address field is not a List Value.   I am not seeing hidden fields.   Thank you,

Aurena CRM panel - any way to edit commands/choices? - we are just starting to implement Aurena and CRM - the panel is great - but our colleagues are asking us (IT) to modify CRM panel functions and defaults.  Is there an editor available or?  Thanks!

Context : Middleware : V10 UPD6 on premise CRM Panel : UPD6 Navigator :  87.0.664.75  compliant with requirement Office : 2016 compliant with requirementCRM Panel doesn’t load. A blanck page appear with an image “Loading”We tested with the 2 scripts XML we found on the add-on page. We tested the EWS script, this one would be adapted for the on premise installation.Problem :With the navigator debugger, we saw attempts to external Microsoft URL. (office.js,...)Our web proxy doesn’t allow to go automatically on these pages.We tested without proxy : the CRM panel load. We need a CRM Panel execution from the on-premise configuration.How to implement CRM Panel execution not depending on web access with Office 2016 ?Thanks

Hi, We have currently the purchase order authorization rule with Allow change after authorization set to ‘Within authorizer limit’ but we would like to change it to ‘Within Order amount’.For PO’s that have a higher value then when it was authorized we need to revoke authorization and re authorize in order to be able to cancel lines.For PO’s in status received this workaround is not possible since you cannot revoke authorization from received PO. We cannot figure out a way to cancel not yet received line from such PO.Is there a way to work around such situation?/Anna

In Apps 10 Trying to create a custom menu on a business lead that searches for an address. If no address throw an error if an address exists then continue with conversion. Here is the code: DECLARElead_id_ varchar2(100)    := &LEAD_ID;found_    number := 0;   p0_ VARCHAR2(32000) := NULL;   p1_ VARCHAR2(32000) := &LEAD_ID;   p2_ VARCHAR2(32000) := &NAME;   p3_ VARCHAR2(32000) := NULL;   p4_ VARCHAR2(32000) := 'Prospect';   p5_ VARCHAR2(32000) := NULL;   p6_ VARCHAR2(32000) := '10';   p7_ VARCHAR2(32000) := 'FALSE';   p8_ VARCHAR2(32000) := 'TRUE';   p9_ VARCHAR2(32000) := '*';CURSOR get_add is select 1 from &AO.BUSINESS_LEAD_ADDRESSwhere lead_id = lead_id_;BEGIN open get_add;fetch get_add into found_; close get_add; if found_ = 0 then error_sys.record_general('Sales Process' , 'Add an Address');else&AO.Business_Lead_API.Convert_Lead__(p0_,p1_,p2_,p3_,p4_,p5_,p6_,p7_ ,p8_,p9_);end if; END; I keep getting the error message 

Need help to cancel a Sales Quotation, it is in Status Revised. When canceling we only get an error message that “The Configuration Spec does not exist”. Someone must have deleted Configuration ID. How to solve the problem?

Hi,Can anyone tell me what are the steps i should follow to apply a sales promotion deal to a customer order?[i am trying to do this in apps-9]Regards-Nahin

Reading in IFS Help about order types, I came across this:  “A default order type defined per site-customer combination has the highest priority, default order type on site has the next priority and default order type on customer has the least priority. “ Can someone tell me what a “site-customer combination” is?I know how to set defaults by customer and by site, but not “customer-site” combined.

Why is it not possible to put discount to the PO header level?Although it is possible to add it as a negative charge it then results in a wrong tax calculation. 

 Is there any standard functionalityto exclude sq lines with zero price from print SQ report in IFS8. Can anyone please check and update me.

Case: IFS Customers customer uses part codes different from what IFS Customer uses internally. There are 3 specific cases which are described in the attached sheet which mainly focus on 1-n and n-1 relationship. Sales Part Cross Reference was the obvious first functionality to investigate, but that didn't work out. Any help and experience with comparable situations, is highly appreciated!(realtion = relation not allowed to update the title  )

Hello,I am trying to invoice one order and I made already the pick up but now I want to Deliver the order and the option it’s not available.

We have a customer order where we have 2 staged billing lines on.  The lines have been completely invoiced and have also been completely delivered.  The lines are still showing delivered as the status instead of invoiced/closed.  Why?

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 application picking the logged in user as the Main Representative despite Main Representative is already connected in CRM Info tab. Is this is a bug?, if not please explain the functionality.  Thank you. 

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 Any ideas ? 

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?