Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,097 Topics
  • 2,927 Replies

1097 Topics

S
Do Gooder (Customer)
sbrockdorfDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

App9 - Application Message Error: Error while sending data... Caused by: javax.mail.internet.AddressException: Local address contains control or whitespace

We have employees with apostrophe’s in their email address who need to receive emails from IFS App9 .  We receive the Application Error Message: Error while sending data... Caused by: javax.mail.internet.AddressException: Local address contains control or whitespace when trying to send emails to the recipients.  The recipient email works fine outside of IFS.  Is there a way to allow these emails to work within IFS??  We have even tried setting up a Distribution List with only that employee but ultimately the email needs to go to the individual recipient.  Examples in attached Word document.There was previous posting related to FSM but it is older and am not able to access any of the replies which is rather inconvenient since I now have to pose a new question.NOTE: we are just starting the upgrade to Cloud version but that is several months to a year before that happens and need to see if there is some sort of work around for this issue now.

1
S
Do Gooder (Customer)
6 months ago
H
Do Gooder (Partner)
himasha.abeywickramaDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Representative 360 - Missing checkbox in IFS Cloud

Hello,On the Representative 360 window, there is checkbox “Only Not Accessible by Representative” which is there in IFS Apps 9, but it is not available in IFS Cloud. Any idea if it was officially removed and why?

2
H
Do Gooder (Partner)
6 months ago
A
Do Gooder (Customer)
AREGKOEHLERDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Invoice Event

We have an invoice PDF event set up to e-mail invoices to our customers.  Each customer has their own event.  Can we have one event and connect/utilize data from the Customer Master File to e-mail invoices to our customers.Event per customer time consuming and not as easy to manage.Appreciate any information. Gena

3
PRODQ
Hero (Customer)
6 months ago
N
Do Gooder (Customer)
NPHAHMEDJUMADo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Sales Lobby By Region show as maps

Hi, I want to make my sales in the lobby “dashboard” to appear by region, this is easy but the challenge how to make it appear as country map graph??We have APP10

0
N
Do Gooder (Customer)
6 months ago
T
Hero (Partner)
TheoBHero (Partner)
asked in Distribution (CRM, Commerce)

Print charge" field in "Sales Charge Type" screen

Hi,In the "Sales Charge Type" screen, there is a checkbox called "Print charge": I can't figure out what this box is for.I can't see any difference, for example, in the "Order Confirmation" report, whether you uncheck it or check it.Thank you for your help.

3
PRODQ
Hero (Customer)
6 months ago
Z
Do Gooder
ZhezDo Gooder
asked in Distribution (CRM, Commerce)

Assembly Ifs.Application.UserProfileAdministration.dll not found

Hello. This error appears as in the screenshot above. Tell me what can be done?

4
hhy38
Hero (Customer)
6 months ago
A
Hero (Partner)
astfaraztHero (Partner)
asked in Distribution (CRM, Commerce)

Multiple Customer Rebate Agreements Issue

Is there any core functionality that will support the calculation of more than customer rebate?Business Scenario:Customer A has a tiered rebate program where they will receive X percentage based on a tiered minimum sales volume.Additionally, Customer A has a overall minimum sales volume target where they will receive a flat percentage.Data Set-up:At the moment, I’ve created the following:2 Rebate Agreements for all Sales Parts (1 for tiered and 1 for overall minimum) Both are set-up as  Final Settlement performed yearly Each have the same Agreement Priority Customer record is set-up as Multiple RebatesIssue:When the Final Settlement is run, the proposed rebated credit is only being generated for the tiered rebate and it is ignoring the second rebate.  It appears this is because this was the last Rebate Agreement updated.  Is it possible for both rebates to be considered and calculated in the final settlement?  Alternative Ideas:I’ve thought about adding the percentage from the overall

0
A
Hero (Partner)
6 months ago
A
Hero (Partner)
astfaraztHero (Partner)
asked in Distribution (CRM, Commerce)

Call Center - Roadmap & Auto dispatch

Is anyone aware of the roadmap of Call Center in 23R2 and 24R1 as well as auto dispatching of cases?Will Case functionality exist as it does today?  From some previous [dated] threads, it appears this will be absorbed by other functions such as the Omni Channel support but it isn’t clear what that means practically.  Also, are enhancements around features such as auto dispatch in the pipeline?  For example:5 assignees are connected to a Queue.   There are 20 cases in the Queue. Application would auto assign so that each assignee in the queue has an equal amount of cases.  Thanks.  

0
A
Hero (Partner)
6 months ago
Q
Sidekick (Customer)
qquacSidekick (Customer)
asked in Distribution (CRM, Commerce)

Login to IFS Support

When I try to login to IFS Support, I am taken to a Logout successful page. Does anyone know the reason behind this?  

0
Q
Sidekick (Customer)
7 months ago
Y
Do Gooder
yoshikaDo Gooder
asked in Distribution (CRM, Commerce)

Creating Sales Parts automatically for Purchase type Inventory Parts

Is there any option in IFS App 10 to create sales parts automatically when inventory part is created ?

3
Asela Munasinghe
Superhero (Customer)
6 months ago
L
Sidekick (Customer)
LauraBSidekick (Customer)
asked in Distribution (CRM, Commerce)

Adding Search Criteria on Business Opportunities Screen

I want to add a new search filter on the Business Opportunities screen to allow users to filter their opportunities based on the Customer Name entered in the Related Accounts table in the Involved Parties tab within the Business Opportunity (see screenshot).Does anyone know the easiest way to do this? 

0
L
Sidekick (Customer)
7 months ago
A
Do Gooder (Customer)
AREGKOEHLERDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Order Manually Credit Blocked - Shop Order Manually Updated

We are using Apps10 Update 11.  In the event we manually block a customer order, we notify our scheduling department, they manually adjust the date on the shop order.  If order is already started in the production process we determine if unit should be pulled from production.  Is there any automation to park the shop order when a customer is manually credit blocked?  Or are we using the system as designed? 

0
A
Do Gooder (Customer)
7 months ago
Dharshankumaar Mahendran
Superhero (Partner)
Dharshankumaar MahendranSuperhero (Partner)
asked in Distribution (CRM, Commerce)

Case Basic Data

Hi All,The below functionality In App 10 works only when user is connected to customer. Yet how we can use this on Cloud version ? How we can connect customer record to particular user ?

1
A
Superhero (Employee)
7 months ago
S
Do Gooder (Customer)
SurucuDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

cancel an order

Hello, how can I cancel an order, there is no transaction behind. I got an error mesg below when try to cancel:Thanks“the requisition has been already removed by another user”

3
hhy38
Hero (Customer)
7 months ago
C
Sidekick (Customer)
craryitSidekick (Customer)
asked in Distribution (CRM, Commerce)

Credit Limit Future Orders

Is it possible in IFS 10 to make it so credit limits do not consider future orders against a customers balance available. Just invoiced orders.  Thanks!~

2
A
Do Gooder (Customer)
2 months ago
C
Sidekick (Customer)
craryitSidekick (Customer)
asked in Distribution (CRM, Commerce)

Credit Limit Not Specified

What happens in IFS 10 for a customer that has no credit limit specified, as well as no credit limit on the company level. We are finding after moving to 10 that our customers are being credit blocked when they don’t have a limit set. We went up the chain and found that company doesn’t either. Would this mean that those customers are credit blocked in IFS 10 but not IFS 9?  Thanks

1
NikhilMalik
Sidekick (Employee)
7 months ago
N
Sidekick (Customer)
NorahmfSidekick (Customer)
asked in Distribution (CRM, Commerce)

Urgent: Qustion:Update Customer Orders by Migration Job

Dears,We need to update part price in 3000 customer orders.we  done of update the part price in service contract and customer agreement before.and now I need to update COs.is there a way to update customer orders by migration job?Thanks.

1
P
Hero (Employee)
7 months ago
F
Do Gooder (Customer)
FANICDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

PRICAT functioning

Hi Team, I need clarification on how PRICAT works. Can we send updated lines for a price list or do we have to create new lines? Changing the price on an existing line does not seem to be taken into account by PRICAT. Can you confirm it to me ?Thanks, Fabrice 

3
V
Do Gooder (Partner)
22 days ago
M
Sidekick
mohammad.bohlouli67Sidekick
asked in Distribution (CRM, Commerce)

how can Unreserve part in Customer Order And Cancel Or delete Pick List

HiI have got two scenario:1- First I create a Customer Order, Then Reserve Customer Order Line, After That, For Some Reasons I want to Unreserve that Part ( I mean, I want To reserve It From Another Pallet), How can i do it?2- assume I Create A pick List But Suddenly I understand, I made A mistake So i want to cancel Or Delete That Pick List, And Create It Again, What Shall I do ?

4
F
Hero (Employee)
7 months ago
H
Do Gooder (Customer)
hannah_wediDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Solution for hub and spoke deliverys

Hi everyone, hope to find some help here. We are looking for a simple and smooth solution to the following issue.We have different customers and all of them want delivery to one warehouse. Is there a way to connect the customer orders with one shipment?By this I don't mean the consolidated shipment, i would like to have one shipment with 5 customer oders each from an othe customer but all for the same delivery adress. Thanks to everyone!Hannah

1
P
Hero (Employee)
7 months ago
L
Hero (Partner)
Lasanthi JinadasaHero (Partner)
asked in Distribution (CRM, Commerce)

Converting package parts to a sales part

Hi,Can you let me know the possibility of converting a package part to a sales part? The customer wants to convert some of their package parts which now will be purchased and need to be registered as the sales part in the system.  Registering a new Sales part is not a solution for them as they expect to have a same part number. Currently, system is not allowed to register the same part number for the sales part as the entry has been already  created in a sales part tab when registering a package part. Thanks./Lasanthi

2
L
Hero (Partner)
7 months ago
H
Sidekick (Employee)
Hashane BolonneSidekick (Employee)
asked in Distribution (CRM, Commerce)

PO Matching Error- Index was outside the bounds of array

We are following these steps step 1. create manual supplier invoice,step 2. fill in PO Ref field with PO # ….,step 3. Right click in header and select purchasing and then "March PO Receipts".step 4. click match all and then OK. then error pops up.  

0
H
Sidekick (Employee)
7 months ago
M
Do Gooder (Customer)
mjovicDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Cancelling Multiple Order Lines at one time - Error

Not able to cancel multiple order lines at the same time. Server error received.  IFS Cloud version: 22.2.3.20221205095548.0

2
M
Do Gooder (Customer)
7 months ago
N
Sidekick (Customer)
Nicolas H.Sidekick (Customer)
asked in Distribution (CRM, Commerce)

IFS Maintenance - Delivery note from Materials tab

Hello everyone, I would like to know if it’s possible to send a delivery note with IFS maintenance ?Let met explain, we create a rental customer order and sometimes we have to change some parts of our rental item.So we create from this CO a demand service adding all materials we need to change. So all parts goes on initial orders which is perfect, but I canno’t print a delivery note . We can only delivery all parts.Maybe I’m not using the right process for this ? If you have any suggestion it’ll be appreciate for us. Regards,Nicolas.  

0
N
Sidekick (Customer)
8 months ago
B
Hero (Customer)
bdoucetteHero (Customer)
asked in Distribution (CRM, Commerce)

PPA charge not appearing on Customer Invoice

Hello,Currently we are using IFS Cloud and our customer invoices dont have the Prepay and Add charge that is added to our shipments. We use the invoice report to create invoices, not the collective invoice, which did have the PPA charge appear on the invoice.How can we fix this? We currently have create customer invoice set as a batch job but will switching to the create shipment invoice fix this issue? or does the shipment invoice have different fields/parameters as the customer invoice? We dont want to lose the charges and the original information the customer invoice has

0
B
Hero (Customer)
8 months ago

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