Distribution (CRM, Commerce)

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

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.