Distribution (CRM, Commerce)

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

Is there a way to copy an IFS Request for a large volume rollout that has multiple orders with the same configuration?  For example, 1,000 of the same config shipping out, can you create 1,000 of the same IFS request config, or copy an existing one multiple times instead of having to create an individual request 1,000 times?

How do you extend Authorization rule/s (or)add authorization  persons to any screen in APPS 10. Would appreciate  any tips in this regard. 

When we create a customer order out of a work order, there is no option to influence the order of the lines / positions.My idea would be to add a custom field, that offers the option to change the order of the lines.First: enter a new sequencethen: add a right mouse menue to update the pos no in COL.Restriction: only applicable for CO in status Planned.Any comments, help, hints from the community?Btw: I am wondering, if Selling (CRM) is the correct sub forum, but where else would customer orders be located?Regards Martina

Hello Community,We are using IFS version 8.I need to restrict user from taking print of invoice from order report if that invoice is not created on today’s date or sysdate.User is taking print from crystal report which can be accessed from Order report.How can I achieve this.RegardsDeepak Navale 

Hello Community,How can I gate to know that any invoice has been cancelled (i.e. RMA has been taken) .

The user wants to be able to search for Main Representative Id on the Sales Quotation Lines just like you can on the Sales Quotation: I have added a custom field but this doesn’t allow the user to select from the LOV by clicking on the … The following doesn’t have the … LOV option: How can I achieve this

Hello All,Since 9/18/2020, about half the time a line is saved on a Customer Order or Sales Quotation we receive a spinning wheel. IFS Apps9, update8 Managed Cloud Services We haven’t found any consistency or reason behind it. Doesn’t happen in other areas of the company to our knowledgeRan the debugger tool and it gets hung up on the following API call: Info : BEGIN &AO.CUSTOMER_ORDER_LINE_API.NEW__( :p0 , :p1 , :p2 , :p3 , :p4 ); EXCEPTION WHEN &AO.Error_SYS.Err_Security_Checkpoint THENRequested URL : https://restprod01.ifscloud.net:58443/fndext/clientgateway/AccessPlsql/Invoke?frmCustomerOrder_Cust A case has been entered with IFS, but thought I’d throw it out here while waiting on a response. Case# CS0012423.Any ideas on items to check would be greatly appreciated!!EDIT:  This is happening on any table save, not just Customer Order and Sales Quotation.Thanks,Jeff Nattermann 

Hi guys, We need to integrate a POS for one of our local sites. I don’t thing that IFS 9 is ready to do this. Anybody knows de best way to work this metter? Thanks,

We have a requirement to grant users access to all Business Opportunities but each user should have different access levels. I’m using the CRM Access Filters in Apps 10 to set these users as Admin Users and specify their desired privileges.One user has only Read privilege however, is able to insert and update opportunities. They only get an error about not having Insert or Update privilege when they are connected to an access group. However, the access group is not connected to any filter at all. Am I missing a setup here or misunderstanding the new access functionality? 

We are currently running IFS Apps10 UPD8 exclusively in IEE.  We are starting to deploy Aurena in select functional areas.  Our goal is to add Aurena over time, prioritizing the functional areas where we get the most gain from Aurena.One of the first areas up for consideration is Business Opportunity / CRM.  Unfortunately, my users are extensive Yellow Sticky Note users in Business Opportunity.  They use it to highlight key information that sales needs to know about the opportunity.I’m starting to think about the best way to tackle this.   How do we not lose information between IEE and Aurena?  Do I need to discourage users from using the Sticky notes, possibly create a custom event that stops new notes from being created?I’m looking to share ideas about how to manage this transition without reducing our toolset.

We are working with distributors which are certified to assemble and to sell our products under our own brand.Sometimes, customers are asking us for sales quotations/customer orders on products for small quantities. Based on the product family and the quantities, we would like to reoriente the customer to one of our distributors.Is there something in the sales module which enables to return automatically a sales quotation or customer order with an negative answer to the customer with a proposal of our distributors based on family product and quantities?  

Dear all, I would like to call IEE from an external link and create a new business opportunity. ifsapf:frmOpportunity?COMPANY=100&ACTION=newIn addition, I would like to handover some fieldvalues as parameters (similar to parameters that can be used for externalsearch).With this the user can call the IFS client from an external application, create a new dataset with prefilled values from external application and complete the creation of the new dataset in IFS. eg. create a new Business opportunity:http://someserver:8080/somepath/Ifs.Fnd.Explorer.application?url=ifsapf:frmOpportunity?COMPANY=100&ACTION=new&DESCRIPTION=NewOpportunityDescription&CUSTOMER_ID=10002015&CURRENCY_CODE=EUR Best regardsJohannes

I would like to know how you manage in IFS the contract review for customer orders.The term "contract review" refers to an examination of the customer order.Much like appraisal review forms, all of the information regarding the customer order is properly assessed and commented upon.Today, we are managing it through a check list (hard copy) and we would like to dematerialize this activity in IFS 

Can anybody please explain the logic for Source Ref 1 on the Shipments screen? 

What is this function? It´s new for us in UPD7 testing.       This is causing errors for us in Return Administration and other places.  

Hi Guys,I have a question in relation to the ‘Self-Billed Customer Order Line With Deviations’ screen. When we add a new line RMB from header (Add line). the ‘Self-billed Price/Curr’ field is populating automatically. We have the option to amend this manually butwe are looking to see how this is calculated and where it pulls from. In the IFS help it looks like the field is coming from the customer order line, but when we check this we cant see any reference to it. Regards,Gary