Distribution (CRM, Commerce)

Hi All, Is there any Screen in IFS 10 to Plan the Customer Order / Parts which need to be delivered to the Customer (with tracking and Monitor the shortages etc) Cheers !!

R & D team is currently in the process of designing the demand planner main client in Aurena. We highly appreciate your suggestions and comments for the new design. Further are there any suggestions to improve the DP main client usability in Aurena ?

When in Business Opportunity, if there is a Sales Process attached when RMB in the header there is a ‘Confirm Sales Process’ option. However, we have certain users that do not see this option.  Unfortunately, this is Live and we do not currently have this is test so unable to debug it to see the API call being made.  Can you please advise on how to grant user(s) this option? Thanking you in advance for looking. John 

Would anyone know why the single occurrence ‘Name’ field would grey out??We are creating the quotation from business opportunity - 9 times out of 10 it works okay, but occasionally the quote greys out the name field on the single occurrence and we cannot amend. So if we want to put a contact/contractor name in the single occurrence we are unable to.The work around is to open up a new sales quotation screen, re-enter the quote number and it frees up the field! Any ideas:Example 1 - Single Occurrence unchecked - delivery = document address - all as expected :) Example 2 - Check the Single Occurrence box - name and address is now greyed out!Only way to clear this issue is to open a NEW window, look up the sales quotationExample 3 - New window, now I can enter name/address after the single occurrence box is checked Any ideas what is causing the screen to lock the field??? What can I do to stop this.Driving me nuts as no errors at all and cant see any background processes holding it up. It

Hello,We are implementing Apps 10 and currently brainstorming around a situation with Sales Quotation.Requirement in the interim is to be able to generate Sales Quotation for Parts currently not existing in the system. Idea is to be able to send out quotes and create Parts (and BOMs) only when the deal is won and want to avoid creating Parts just for Quoting. Using Estimator could be one way but that is not preferred in the interim.Happy to receive suggestions. Thanks!   

We have custom events/API calls running in the background I think that's causing this but struggling to find the cause.I am going from the business opportunity, creating a quote but delivery is greyed out. I then try to modify and see the following error:Any ideas how I can trace back the problem?

Good Morning,I was wondering if there is a plan to put Representatives on Projects or Support Agreements in IFS. This functionality is already available on Leads, Business Opportunities, Business Activities, and Customer Orders (back end). It seems like the only area that representatives has propogated to on the Back End of the Sales Cycle is Customer Orders. Is there a plan to integrate this functionalit into Projects and Support Agreements as well? This would be a help to leverage the same structure to assign Account Managers/account representatives and how they assign out to these various areas. Thanks, Carrie Tietjen

Can we integrate IFS ERP Application (version 10) with the Salesforce CRM? If Yes, then How?

I would like to make a proof of principle of integrating pipedrive and IFS’ CRM functionality together. Pipedrive would be used for filtering and following up the initial sales qualified leads and then after these reach “a certain stage” these would be transferred to IFS’ CRM after a deal is won or lost, pipedrive would be “informed”   so Pipedrive is a black box for IFS regarding where the sales qualified leads (SQL) come from and IFS is a black box for Pipedrive regarding what happens between becoming a SQL and a deal Is this a viable idea? What would be the best way to do this? What would be an alternative set-up? The main goal would be to NOT have two parallel systems, where data has to be entered twice, separately.    note: I found a similar/related topic here:https://community.ifs.com/selling-all-about-engaging-with-your-customers-39/is-possible-to-integrate-ifs-erp-application-with-the-salesforce-crm-702

Can someone share the expirience how to scan the business card and get the data into CRM in IFS AURENA? Thank you!

Looking at Customer / Product / Price level budgets / forecasts that can also be used for measuring salesperson targets ?Have reviewed S&OP and Demand Planner but these are more quantity based and just use Avg Sales Price so are fine for general planning but not detailed sales budget level that we can track report against at sales person level ?I have been point towards external solutions such as Beqom or Xactly.  Any IFS partner solutions available for this ?

Hi All.In Customer Order functionality, whenever we change status (example: Planned to Released), it doesn’t change status immediately. We have to refresh windows multiple times then check background job etc. it changes after sometime. It happens not only in Customer Order window but also in other windows like Delivery etc.Do you guys also face this issue. Please guide what could be the reason behind this.Note: We have faced this issue mostly with Customer Order Functionality, other modules process fast. Regards  

Hello,What is the best solution for tracking an event you host where you invite multiple customers? These events  might lead to opportunities or additional activities. Think things like large Demos or conference. We’d like the solution in Aurena.Thanks!Carrie Tietjen

When we use the option to run a ‘customer statement of account’ to run monthly statements the IFS standard layout is used. Is there any way to make sure the alternate layout we designed from crystal is picked up rather than the IFS standard. Perhaps I can set this as a report rule? - am not quite understanding the logic I need to enter in the ‘actions’ ordinal to pick up the email from the customer comm method OR payment customer contact field.   Help appreciated!    

Hello,On IFS V10.8;I found an useless situation on CRM. When i trying to create a customer from lead, customer created successfully but the lead is deleted with atteched documents somehow.When i analyze the BUSINESS_LEAD_API, i found  procedures as TRANSFER_ATTACHED_DOCUMENTS and REMOVE_LEAD but the transfer docs procedure is not work for me.Can u explain, why the leads are deleted when we try to convert to customer? Why the system working like this really i wonder.The other important question is, how can I find my valuable documents that I add to leads in the system?Best regards. 

Dear Community,We are using IFS version 8.We are performing Gate out of invoices regularly.While creating invoice through load list user need to create Gate pass request after “Delivered” state of Load list.Many time we have observed that user misses this step and performs Create Invoice step and invoice get created for this load list.But when this same invoice we are going to Gate Out due to non availability of Gate pass requests Gate out not possible.So Each time we need to search that Load list and create the Gate pass request and confirm it.It takes lot of time of Gate out person.So can we restrict creation of invoice if Gate pass request is not created for that invoice.I have tried it by creating the following trigger but its not working.Requesting help of the exerts(Hero) here…!!!***************************************************************************************CREATE TRIGGER LOADLISTBEFORE INSERT OR UPDATE ON cust_order_load_list_tabFOR EACH ROWWHEN (NEW.CONTRACT='PPR01')DEC

Hello Community,Can someone provide me Invoice RMA process document in IFS version 8.RegardsDeepak Navale

We are using IFS version 8.While creating sales part we need to mention sales part no and inventory part no .If Inventory part is present i.e. already created in system  them user connecting this inventory part with sales part and saves the screen but if inventory part is not present in system then also user can created sales part by mentioning inventory part in part no and when he saves the screen sales part along with inventory part getting created.I need to restrict user for creating new inventory part if it does not exits in system.Please provide me pointers regarding this scenario.Thank YouDeepak Navale.

IFS BA -What is ifs BA and how we will use it.RegardsDeepak Navale

Hi,We would like disable column chooser for users, but I could not find right permission. We will hide some price columns from user. If you know better way, you can suggest to hide price datas from user. 

Could someone please advise. When there are changes to the customer  order line(s) is the history of the change recorded anywhere.eg. in the event of the customer order line being cancelled is the date it was cancelled recorded.if the qty changes on the order line is the change recorded along with what it was changes from and to.etc. Or is it a case of switching on History Logging.

Hello,Does anyone know if there is any possibility to add % discount to total amount of Customer Order (not to customer order lines)?Thanks! 

Hello, RE: Apps 10 v4 The documentation states that “Documentation Text” can be added to customer invoices, however I do not see this as an option anywhere on the form (standard right mouse click on both the header and the line). It shows up on the customer order form as an option, but not the invoice. We are trying to add a note that will print on a specific invoice but not on anything else. Any ideas? Thanks Aaron

can “copy direct link” (to clipboard) in Aurena, be added as functionality, for example here?   only way now is to copy the URL from the top of the browser directly: