Distribution (CRM, Commerce)

Create a Customer Order for 100 unit. Release. Reserve 50 units. Create Picklist for reserved quantity. Shipment will be created. Do the Report picking of 50 units. From Shipment Window header => RMB => Print shipment delivery note. Delivery note will be created. It says 100 Delivered and seems misleading.

I want to change the translation of a field, but I don't know how to do it.In Report Designer I added the field ‘CUST_REF’. The default description is the same as the field above ‘CUST_REF’. How can I change the description of this field on this report?

I am not able to run the "Recalculate Price/Currency" on a Sales Quotation Line in Aurena (APPS 10 Update 10) or IFS Cloud. This option is available in IE, but I can't find it in Aurena when looking at the same Sales Quotation. I also checked the other options under the vertical 3 dots.Thank you in advance,SteveIEsame quote line in AurenaIFS Cloud is missing option 

What are the capabilities that IFS applications offer that can be identified as ‘Internal Trade’? I know Inter-site setup is one. Inter company is another. What else? can you please elaborate? Thanks in advance. 

Hello, I have noticed an issue with existing Sales Parts and I am unsure of the correct way to apply a % increase to the price. Initially, I assumed I could use the contribution margin on a Sales Quotation to accomplish this, however, if the part is existing in your system, that is calculated automatically. The scenario below outlines the issue I am facing:Existing part number XYZ has a Cost of $4.55 and a Price of $18.35 The system calculated Contribution Margin rate is 75.17% The customer has contacted us and stated they want 255 XYZ parts expedited and they would like to see a quote for this. We would like to add 20% to the price of the part for the expediting.  Our Sales team created a quote and modified the contribution margin. They changed it to 20%, which dramatically lowered the price.Modifying the CM does not appear to be the correct method to markup a price of an existing part in this instance.Is there a function in IFS that would accommodate this scenario? Any help would be

We have a scenario where product is sold to a customer which is purchased from a supplier and delivered direct. Our current crystal invoice print needs to be reference the purchase order number as that appears on the shipping document. What’s the best way to achieve this? Use an IAL? Or simply reference on the crystal report?  Thanks for help in advance

Hi, I would like to start using the Associate/Associate as Master functionality for Cases. Have tested some and do see I need more info to get it correctly done before start using it. Ex. can I associate a Case as a Master when I have created it or is the only way to Associate by right click the Case line under the Case Overview tab ? If I remove the Association the info in the Master field/column is sometimes not removed.  Do also see that Search window in Case heading and in Case overview are “bugging” eachother (if I add some fields in one it affects the fields in the other, and different ways each time, not possible to save the criteria without affecting the other, same thing happens in Global Solution window)Have tried IFS Application Help function online but without luck. Anyone that have found usefull documentation on this subject?

Hi, We have had a number of invoices created in the last couple of months with the incorrect due date, this was due to the reduced number of days in Feb skewing the system calculation which has now been fixed. Would it be possible to do a mass change of due dates of invoices in question. I have ran a debug whilst testing the due date amendment and found as expected that this can only be done when the Invoice is in ‘Preliminary’ status.  Most/if not all of the invoices are in ‘PostedAuth’ status. I am thinking that we could possibly achieve this using RMB > Customer Instalment Plan and DiscountsABSTRACT_PAYMENT_PLAN_API.MODIFY__ Would this work? John

We have a situation where a customer was cash in advance but they are now being granted terms. We entered in a couple of orders and created and posted Advanced Invoices, we cannot release the orders now due to the advanced invoices. Is there a way to cancel advanced invoices? 

We use IFS Sales Quotations. Sometimes when we are printing them sharing internally, we need the price figures in it (Price, Net Amount) hidden or zeroed. We wouldn’t want to change the value in IFS to zero. Is there a way I can achieve it only when I am printing the report? 

I am unable to find the RMB “Create Outllook Meeting” or “Create Mail” in our APPS 10 install.  The help documentation states:Note: This option is enabled only if MS Outlook is installed at the user.Does anyone know the versions oof Outlook supported?  We are on the Office 365 version.Thank you in advance for your help.

Version: IFS Apps10 UPD 8 Is there a limit to the number of contacts that can be created on a Business Lead? Thank you.

Hello,We have started using CRM and identified that we have had situations where two users enter the same opportunity themselves (making 2 opportunities), we’d like the ability to merge these opportunities and everything associated to it into one opportunity.  Thanks,Carrie

Can any please advise.We are due to review and update our prices that will be effective from 01/01/2021 and have created a migration job to load base prices.  Our source file includes PART_NO, PRICE and VALID_FROM. The migration job, updates the SALES_PART and SALES_PART_BASE_PRICES but I am not convinced I am updating correctly.   It looks like I cannot load the prices in advance as the Sales Part price field changes along with the Sales Part Base Price as soon as it is migrated in. Can someone please advise the best way to update our base prices in advance?

Hello Community,We are using IFS version 8.Is it possible to delete the sales part as soon as it is created.If it is created with wrong inventory part then I am not able to delete it.Please Help…!!!RegardsDeepak

I closed a quotation by marking it lost - a month later my customer told me it wasn;t lost and that they need me to revalidate it.  How can I reopen it?

Hello community,We are using IFS version 8.While creating invoice user first reserves the stock then performs report reserved quantity as picked.Then when he checks this picked line then he don’t find these lines but when I check through IFSAPP user login then I found it.I am not able to find out this issue.Can somebody help. RegardsDeepak Navale

We are using IFS 9 Patch 17 as of November. Recently I had an employee who created a quote to order situation for parts. They reserved the parts and then created the picklist. This area does not use Shipment so it was just a picklist. When they got out to the area the part was not there and cannot be fulfilled. In the past they thought they could still pull it off of the picklist (but no one remembers how they did it). I took the situation to our test environment and proved if the part did not make it to the pick list you can still unreserve it. Once on the pick list you cannot unreserve, you cannot change quantities, and I cannot seem to figure out how to report the line not picked. Anything I try to change on the line of the pick list just does not let us save. Could this be an issue in SP 17 or is there something I am missing when trying to help them out? 

Hello Community,How to restrict back ground job visibility of other users and only show background jobs for that users in IFS version 8. 

Hi,   I was wondering if anybody has had any experience in integrating a customer loyalty program with IFS? This would be analogous to something like a Starbucks loyalty points program. Which third party companies have had experience in integrating with IFS?

I would like to complete this RMA, but am unable to.The 1st line allows receipt, but the second line says ‘0’ - I have tried to receive that into stock but the RMA pop up just resets the value to spaces and am unable to change the status - any thoughts?? Any thoughts how I can complete/close this RMA?

Hi all,If I wan to transfer a sales quotation to a customer order sometimes I get following error message in IFS Apps9:Server error messages:2f8ca7a6-1094-4adc-a00f-4d66e9db5522Ifs.Fnd.FndSystemException: Unexpected error while calling server method AccessPlsql/Invoke ---> Ifs.Fnd.FndServerFaultException: ORA-06550: line 18, column 881:PLS-00103: Encountered the symbol ")" when expecting one of the following::= . ( % ;The symbol "(" was substituted for ")" to continue.)Failed executing statement (ORA-06550: line 18, column 881:PLS-00103: Encountered the symbol ")" when expecting one of the following::= . ( % ;The symbol "(" was substituted for ")" to continue.)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, Fn

As the title suggests, we have an issue where our sales team have been through the usual process of Picking/Delivery/Delivery Confirming our sales quantities however in this instance it seems that 3 out of 4 were delivery confirmed. The system then carried out the next process of creating a customer invoice from this confirmation and created an invoice for 3 out of the 4. This has left 1 item behind. If I go to Delivery Confirmation of Customer Orders (below), right-click on the line and select Delivery Confirmation the line disappears. If I press F2 it comes back again.  The issue I believe is that the line is at the status Invoiced/Closed. As you can see above, delivered is 4 and invoiced is 3I am now seemingly stuck between a rock and a hard place. As the line is closed and a customer invoice has been created this limits what I can do somewhat. An RMA is great if the line has been invoiced but this last one hasn’t yet been confirmed, let alone invoiced so this doesn’t seem to be an

Hi,I have created a call centre case and accepted the case.  When I dispatch the task to a user the user cannot see the task assigned to them.  The user is in the support orgainization and I can see that the queue is the right one and the user’s name comes up on the task in the queue but the user does not see the task to accept.  The employee is an assignee for the work group and support organization.Is there specific basic data that is required in order for the user to be able to accept the case task?

Dears, How can i find back and old pick list? The costumer order is Invoiced and closed, Pick list is reported. But I would like to ‘reprint’ (virtually) the pick list that was used.I can see the pick list number in the transaction history Thank you!