Distribution (CRM, Commerce)

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

Dear All, We are starting to use IFS Shipment Sometimes, we are creating a shipment when our planner want to ship goods to a customer. From time to time, we send shipments with more than one truck and then we don’t know what product will go on which truck beforehand. This is creating a problembecause we need separate delivery notes for every truck Is there a way to fix this within a shipment ?Despite the ordinary “create additional shipment” i see 2 and a half options that may work Issuing more thann one delviery note per shipment. If this would be possible, (honestly i don’t think it is) then it will mostly fix the problem. Ability to quickly switch the lines between shipment. This is also a submethod of creating new shipment, but still when we can go to a shipment lines RMB line and then click “switch to another shipment” this would be much more easier to do than deleting the liens from one shipment and adding it to another. Keep also in mind that shipments are often finalisez after

Hi, App10: is there any way to reprint the previous revision of the sales quotation? Sometimes need to go back to the previous rev, and saving the pdfs outside IFS every time/rev does not make any sense.. not efficient. Yes, the rev handling makes perfect sense that it prints only the current rev to prevent you from sending the incorrect (=not the latest) to the customer, but it would be handy to be able to retrieve the old rev as well. How far back can you get the pdfs from the Report Archive? Cheers, /P

Hi there, do you possibly know where in the IFS app can I change the bank account which will be printed in the invoice for the customer? I know I can define different cash accounts for the customer, but where do I choose the one I would like to use in the invoice (if different than the default for certain customer)?

Hi,Which Presentation Objects need to be granted to grant access to CRM Panel or Outlook Add-in in APPS 10?We are able to access everything as IFSAPP user but things don’t work for regular users who have been granted IFS_FULL permission set (gives access to all screens in IFS).We ensured the following objects have been checked for IFS_FULL: Thanks!

Some customers have their customer sites split out as separate customers to allow for different rep assignments and visibility at the site level of a Customer 360 view. They are running into an issue where the Customer Contact’s Manager is located at a different site (therefore a different customer in IFS). Is there a way around this?The only workaround I found was to add the manager to the site where his/her employee was located.

Looking to get some insight into how people have setup IFS for selling through Fulfilled by Amazon. We retain ownership of the inventory whilst it is in the Amazon warehouse, until the point it is sold to the end customer.We intended to do this using Customer Consignment. So the proposed flow would be Process a Customer Order on IFS using Customer Consignment to stock the Amazon warehouse. Sales are processed on Amazon - Self Billing Invoice Received from Amazon - Customer Consignment stock is consumed and invoiced Replenishment order raised as per step 1 ...cycle continuesHowever, we have Package Parts that we intend to sell through Amazon and this has posed a challenge to the above. In version 9 at least Package Parts and Consignment do not appear to be compatible. What we were hoping was that we could ship a package, but the inventory parts that are components of the package would be transferred to consignment stock.We are trying to avoid setting up a new part number specific for am

Hi,I have set as follows, but the fixed freight charge amount is not shownin the invoice.  Could you tell me how this can be resolved please?Thank you very much!Kind regards,Kokubo  

Hi, We have a case where we have document text added to select customers on the Order tab, who can be identified by their Form of Businesses - to print out on Invoices and Credit notes. This works very well.  Now I have been told that it is not appropriate for the text to appear on orders from one site. Any ideas how to manage this. I have suggested adding “where applicable” to the text - but that is not liked.Thanks, Matthew

Dear all,I would like to translate the label of a “NavigationLink type Command”   in Aurena. Has anyone got an idea how I can do this? Best regards,Johannes

Hi,I can’t make the cursor start in customer_no by default in the business opportunity view.Do you know if this is a general thing or is it a bug in my client version 9.0.21.0 ?How does this work in version 10?BR Kresten

Hello,i have a question about CRM - Convert Lead.We converted a Lead into a customer and found that -  if the Delivery Terms and the Ship-via are not filled out, it will not take over the Region and District from Lead to Customer.Only if Del. Terms and Ship-Via Code have a value, the other two fields will be transferred to the customer. It does not matter whether I work with or without a customer template.Is that the Intention?Thanks in AdvacedSusanne

We have a custom field ‘Salesman’ in IEE that we would like to use as a search field on the Business Opportunity.  I have tried to add this using the page designer but I am not having any luck on how to add it to this list to be chosen as a Search field.  Any guidance would be greatly appreciated.  

We are currently using a 3rd party haulier to deliver goods produced at our sites. When doing this we have an event based solution that fires when a new shipment is created with a particular ship via. The event registers key shipment information in a custom table. That table is then captured and sent to an FTP folder via IFS connect/application messages.It can be a little unreliable, due to the fact that users are able to update shipments and events aren’t always firing. Coupled with the occasional application message fail, and table lock it’s not a reliable solution.I am tempted to reconfigure the events to fire from the shipment table only, but am finding that as the changes are registered on the customer order, the shipment is only a reference so doesn’t recognise any changes! Am wondering best way to approach this. Does anyone else have any 3rd party hauliers you need to send information almost real time with updates? Our customers change their mind frequently and we like to be fle

Hi, Is it possible to connect certain column orders to saved searched in one view screen. For example if we wanted to use the detailed statistics - invoiced sales screen starting with Order Number in one saved search and Invoice Number in another saved search is there a way of doing that?TIA

HiHas anyone encountered the issue with sending Customer Order EDI Invoices too soon? In a small number of cases, the Customer will reject the invoice because the goods are still ‘in transit’. We are not using Delivery Confirmation in these cases.So we want to delay the sending of the invoice by say 5 days.  We cannot use the ‘Invoice Date Offset’ setting that will delay Print/Send because we want to account for the revenue with a real invoice. We also have considered ‘Interim Posting of Outstanding Sales’ but this only accrues for the revenue - we want the invoice on the Sales Ledger. In summary, we want the Invoice in the ‘PostedAuth’ status but the Sending Delayed. Perhaps there is a way in connectivity or something?