Distribution (CRM, Commerce)

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!

Hello Community,We are using IFS version 8.Can you share some useful SQL quick reports for Sales users.So that their daily excel work will get reduced.

Hi, Is anyone aware how Trade Finance module works in IFS Apps9 as no online Help available for the screens. Appreciate if anyone has implemented the same.

Dear community,do you know an option to make sure, that the Pre-Posting in the Right mouse window Create Order from Quotation (Sales Quotation) is always checked.My first idea was to fix this in the base profile, but I stuck…Can anyone help me with a hint?Thank you for your feedback!Regards Martina

Can anyone please advise?What do people do with regards reporting Sales Intake and monitoring the changes/movements from period to period i.e. changes in the order price, cancelled lines, deleted lines etc.?Regards John

Has anyone a solution to send standard documentation (e.g. Delivery Terms) as an attached PDF with every Customer Order Confirmation?

for a customer they need to calculate the broker and dealer commission. for that i was trying to do a setup. for that, I have created a commission agreement, commission receiver group and commission receiver as well. the calculation base for the agreement is ‘Order Entry’. so it should work when the customer order is saved. but in my case its not happening. can anyone say, what have i missed during the setup??

I’m researching the use of Customer Agreements and I have 1 set up - what I am wondering is how you enter a Customer Order and ensure these prices get pulled through?

Dear IFC Experts You kind help is appreciate,  I have a request from business where they want to add unit price as “ Current Cost + 10% margin”  in customer order line for specific customers. Our costing method is weighted average so cost is changing frequently. As at now, we user price list and the problem is user needs to change it each time.  Have you got this kind of request from business and what would be the best approach to achieve this ?     

Hi, is it possible to prevent the ability to select Print Order Confirmation/Email Order Confirmationuntil the Customer Order has been ‘Released’. Any advice greatly appreciated. John