Distribution (CRM, Commerce)

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? 

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

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:   

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

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 

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

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

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?

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.

Hi, I got a question from Norway Customer about the e-invoice format  Peepol  or EHF.Anybody knows is there this format in IFS Standard ? or is there any workaround solution ?  ThanksMarek

Hi,I hope someone may be able to help me. This issue listed below has been reported to me and I can’t work it out. Original sales quotation has been raised - including Document text for printing The same quote is being copied - new product added - (no document text is showing)When you Print the first original quotation it prints a document text added as it should.  However the issue is when you try to print the quotation which has been copied and clearly is not showing any document text as second screenshot, it still prints with the same document text as the original sales quotation even nothing is there.  Does anybody have any experience with this? Thank you so much for your help. Kate 

I have multiple address lines for few of my customers. Since we can have only Address1 and Address2 object in IFS.. I tried to increase the Address1 text box length in Address presentation. OK and Cancel buttons is not moving automatically to fit in lengthy Address 1 and Address 2 boxes.  

Hi, If  i use IFS CRM PANEL to add a new contact without a customer/prospect/lead selected, i have an error message : Field [SUPPLIER ID] is mandatory for supplier info address and requires a value.The message is correct if i add a new contact without a supplier selected.This error message has been identified to an important french customer using the CRM and it has been reproduced in our pre-sales environmentLook at the screenshot below : Thanks

Couple of questions re Business LeadsWhen converting a Business Lead is there a way to default/set the Category to ‘Prospect’  After converting a Business Lead, is there a way to determine where the Customer was created?We are trying to capture Business Leads converted to a Customer/Prospect and End User.Thanks John

Hello Community,We are using IFS APPS 8. In customer order reservation window I have created a saved search.I want to make this saved search run by default as soon as we open the manual reservation screen. RegardsDeepak.

Hi all,we get an error message if we try to print a customer invoice in IFS Apps 9:Can anybody help? Message:GENREPORTIO:Could not generate report: 'TRANS_CONF_ERROR:Failed transforming report data : 'line 279  Here the details:Server error messages:f9c8fff3-2d04-430a-9118-1f05520f03bbIfs.Fnd.FndSystemException: Explorer: An Unhandled Exception has occurred ---> Ifs.Fnd.FndSystemException: Unexpected error while calling server method PrintReport/ReportFormatRequest ---> Ifs.Fnd.FndServerFaultException: GENREPORTIO:Could not generate report: 'TRANS_CONF_ERROR:Failed transforming report data : 'line 279: Erforderliches Attribut "test" fehlt.''   at Ifs.Fnd.AccessProvider.FndConnection.ParseErrorHeader(FndBuffer buffer, FndManualDecisionCollection decisions)   at Ifs.Fnd.AccessProvider.FndConnection.UnMarshalResponseHeader(Stream responseStream, FndManualDecisionCollection decisions)   at Ifs.Fnd.AccessProvider.FndConnection.HandleHttpSuccessResult(HttpWebResponse result, FndManualD

I am having an issue where the quantity on my pick list is greater than the sales qty on my customer order line. It is also allowing our warehouse to Report Picking without generating errors. Our Pick List is pulling the Qty Assigned, so I’m trying to find a table or view in IFS where I can see how many the system actually reserved even after the item has been picked and/or delivered. In all the tables I’ve found the values move through the Qty Assigned, Qty Picked and Qty Shipped columns as those steps take place.  Does anyone if there’s a place this information is stored other than the Order Line History Text? We’re on IFS10 UPD8.

Hi, Can anyone kindly share the IFS Service Contract Materials for IFS 10 Apps?

Good evening, does any one know if and/or how I can reset the status of a customer order back from Released to Planned? I haven’t found a way how to do so. Any advice is welcome. Thanks in advance! Bart

I learned about the Inter-Company setup through the following thread.   However, the invoicing part was missing there. Can anyone help? 

Any comments on the topic what is more convenient for maintaining sales prices in IFS applications: price list or customer agreement ? We need to consider domestic sales and foreign sales (direct and via foreign branch). I see that price list is regardless of the customer while agreement is connected to specific customer. Is it the main difference ? Price List can be connected to customer price group or to the customer. In here customer agreements are used in one company and in the second price lists are used. I wonder what are the advantages of each of the way. It seems for me that price lists are more convenient, as I do not have to enter prices for each customer separately. But I need more arguments to convince the sales department here. Another topic is the need for price update periodically. I need to write some PL/SQL for it but I wonder what should be the source of the data: it could be excel but I prefer the data to be present in IFS e.g. on some price list. The I can use it as

Hi there,we have recenly introduced IFS in our company.There is a need from the side of our financial services to match delivery notes with corresponding invoices (question: dear IFS, I have a delivery note number XYZ, please tell me with which invoice number has it been incoiced :) ). Do you have any idea how to match them?

Testing for update of Apps 10 from Apps 8 and see new functionality for Aggregated Reporting Allowed.Attempting to report Customer Consignment Stock Consumption, but keep getting Error Message: InventoryPartAtCustomer. The “Inventory Part At Customer” has already been removed by another user.I tried to uncheck this Aggregated Reporting Allowed, but then get message that it is not allowed: How does this functionality to report Customer Consignment Usage now work in Apps 10?

We are currently importing our EDI demand from our VAN and creating customer schedules.  We are currently experiencing an issue when creating customer schedules where the part number, delivery address id and the customer are the same but the purchase order numbers are different.  The files coming from the VAN are at two different times.  The customer schedule is being superceded and overwriting the first schedule that has a different purchase order.  We currently have the agreement part setup to use PO information.  Does anyone know of a way to have IFS look at the purchase order numbers and treat the customer schedule as different from the others?

Is there a way to get a snapshot of Customer Order Reliability of earlier months? I want to know if there is an option to see a snapshot of the pending delivery quantity per month end similar to Inventory Value per period. This is for APP9 UPD9