Distribution (CRM, Commerce)

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

Is there an API call to get the Customer Order Total amount ?Looks like the total amount is calculated dynamically from the sum of customer order line totals. I would like to get the total amount of the customer order into an custom field.

Hi IFS community,  Can you explain me how to set up parts for being able to ship the entire quantity of a case when customer order the full case and not split into each quantity from multiple cases? I tried : To set up the sales part unit with a conversion factor To use the handling unit To use the location group “Pallet” But none of my tests works well, system always split into different cases.  Thank you for your help  Best Regards

We would like to automatically ADD a default Charge Line with Charge Type ‘FREIGHT’ to the Customer Order > Charge tab on Saving the Customer Order Header? What is the best way to go about this?I would think it would be a custom event that fires on a new Customer Order record. BEGIN &AO.CUSTOMER_ORDER_CHARGE_API.NEW__( :p0 , :p1 , :p2 , :p3 , :p4 ); EXCEPTION WHEN &AO.Error_SYS.Err_Security_Checkpoint THEN raise; WHEN OTHERS THEN rollback; raise; END; When done manually, you just add FREIGHT and click SAVE but when I looked at the debug there is a lot more going on with the :p3.   CHARGE_TYPEFREIGHTCHARGE_AMOUNT0CHARGE_AMOUNT_INCL_TAX0CHARGECHARGED_QTY1SALES_UNIT_MEASEABASE_CHARGE_AMOUNT0BASE_CHARGE_AMT_INCL_TAX0STATISTICAL_CHARGE_DIFF0COLLECT_DBINVOICETAX_CODE0TAX_CLASS_IDTAX_CALC_STRUCTURE_IDCUSTOMER_TAX_USAGE_TYPEDELIVERY_TYPEGOODSCHARGE_COST0CHARGE_COST_PERCENTINVOICED_QTY0PRINT_CHARGE_TYPE_DBYPRINT_COLLECT_CHARGE_DBNO PRINTINTRASTAT_EXEMPT_DBFALSEUNIT_CHARGE_DBFALSEORDE

We are needing to have different invoice and delivery note layouts for different customers (export paperwork is the main driver). As far as I was aware in Apps 9 you can only have one invoice and delivery report or am I incorrect? If I’m incorrect can anyone guide me on best way to produce different reports for different customers, thanks Sarah.

Hi All Does anyone put number of pallets and their dimensions (not volume) onto delivery and invoice paper work, if yes - how do you do this?Cheers, Sarah

Hello,Is anyone familiar with the Business Type field on the Business Opportunity header? Do you know if there is a setting somewhere that allows you to choose either to be the default?  The two values are New and Recurring Do you know if there is any connection between Business Type and any other field that would change it from New to Recurring based on a user action?  Other than the user intentionally selecting Recurring?  It seems to default to New but in some cases it has been set to Recurring.  We’re not sure how it would be set to Recurring since it is hidden for our users. Do you know it’s general purpose?  I have tried to find some description of it’s function in the documentation but haven’t been able to locate that information.  Thank you,Joann

Hi,Is there a way to limit what customers a user can see?I would like for specific users to limit them so they can only see a group of customers.Do you know if that can be done with configurations?BR Kresten

I am looking for information regarding Sales Price List for Sales Parts that are set in active.Why are these Sales Parts presented at Sales Price List report?  

We have installed the TAS, we have downloaded the CRM Companion TouchApp. When the user logins for the first time the initilization process hangs. For hours now it won’t move forward. The CRM application Touch App entities have a built-in filter to only sync user assigned entities.  

Dear All Member I try to migration data on Sales Quotation page but .csv file as following I can’t do it.Because when I upload .csv file on Execute job that can't keep store on one row. on my csv, I have data 3 rows on one column.on Execute Job when I upload, it will split line by itself. If manual input on Sales Quotation page, It can show many rows on Quotation Notes.I need to migration data many rows on  one column only like below image. How can migration job when it has many rows on one column ?page: Sales Quotation > Misc Quatation Info  

We are investigating the move of our CRM into IFS to seemlessly align with the rest of the business but one key external tool we use is Spotler so need to build an API for that. As it is a big unknown and Spotler themselves don’t have an integration our marketing team are understandably nervy about the capability to do so. We have some techical folks reviewing the API but wondered if anyone in the community has already done this to show that it is possible?

Is there way to copy a customer agreement with an increase from agreement price and not from the base price?The price increase is done as a percentage from an existing customer agreement rather than from the base price.Any easy way to do it?APP9 UPD9Pamith

We are using SSO and deploying TouchApps CRM Companion. The Server is up and the CRM Companion Application is downloaded. When the user logs in they are prompted for the windows username and password just like in Apps10 however when connect they get this error: The documentation talks about a redirected URI and lists ifs-app.com.ifsworld.com.crmcompanion10://app not sure what this means or how you would use it. 

Hello, Does anyone know how the automatic reservation could take into account the input UoM in IFS apps 9?Exemple : I have 2 batch number for one part in my inventory : Ex: Part 1 | Location A | 90 EA | batch n°: 123 | Expiration date : 31/12/2022 | input UoM : 1 pallet  Part 1 | Location B | 58 EA | batch n°456 | Expiration date : 31/12/2021 My customer asked for 90EA of part 1 (we are using input UoM which group 90 EA into 1 pallet.) We would like the system reserve the 90 EA from the batch 123 (and not 58 EA from the batch n°456 and 32 from the batch n° 123)  Many thanks for your help  

Is there a way to get an overview of my activities and opportunities in the CRM panel?If I receive an email from a colleague who is registered as Representative in IFS, I can click on his/her name and I’ll get an overview of all opportunities and activities where he is present. BUT I don’t seem to be able to click on my own name and get the same overview.According to a topic here it is possible in the SRM panel - you can click on your name in the recipient/attendees list to navigate to the representative details page. The same should be possible in the CRM panel.Do I need to make a setting or is this a missing feature in the CRM Panel in IFS?

In the middle of amending a customer order line the user had a quick 5 minute chat with a supervisor then clicked on Save to save the amendments made earlier.  On doing so they received the following error:The Customer Order record has already been changed. Please refresh the record and reenter your changes. Details.Order No = S95520Line No = 18Del No = 1Line Item No = 0  

Hi, how/where is it possible to rename (translate) the pdf? This is the emailed order confirmation/App10. Would be nice to have this in the local language:  Thank you, advise appreciated! 

Hello all, I have been configuring my BO pipeline charts, but I am finding an issue that I do not understand. In any given BO, you may have multiple lines, which may be won or lost depending. I am seeing that if you have a BO with lost lines, those values are not able to be represented anywhere on in the Pipeline Chart. The example below outlines the issue I am seeing:BO # 10 has two opportunity lines Line 1 value $500 line 2 value $500 The pipeline will show the total value of $1000, however, if you mark line 2 as Lost. The $500 value will be removed from the pipeline, but you have no visibility into what the original opportunity value is, and you have no visibility into what the Lost opportunity line value is.The only workaround I have come up with is to run a search for BO lines with a status of Lost. You would then be able see what you have lost, but there is essentially no way to compare. I am not sure if there is something I am missing, but there seems to be a disconnect. Any hel