Distribution (CRM, Commerce)

All too often, a customer will ask us about the relationship between the date fields on a customer order line and what one should or can be able to change and what the ultimate effect of those dates are elsewhere in the system. The help text can be rather unclear on these fields; target date on the customer order. It would be nice if we had a quick reference on these fields and what field should be changed and when. It would be nice to know what roles would or should change what dates. Thanks!

Hi IFS hero! I’m looking for documentation about the IFS module WMS Integration : Is this module linked to the IFS Shipments? What are the standard messages provided by this module? Is there any specific setup to be done in the IFS objects (customer, site, etc.) What is the configuration to do to connect to the WMS? Is there any webservice, or other technology? Thanks in advance for your help :)

Hello - we are on version 9, update 8 and would like to mass update the price & price incl tax fields on the sales part record.  We did notice there is the ability to “Update base prices” & “Update unit based price lists” & “Update sales price lists from base prices”, but there does not seem to ability to update prices on sales parts.  Has anyone else run into this and what was the solution?  This seems like a common request that any company would like to do.     Thanks!

When publishing custom fields on the BusinessOpportunity logical unit I get the error “No Data Found”. When I go to the database the view is no longer present. Anyone ever seen this before?   

We would like our sales department to authorise the sales quotations from collegues, before they send them to a Customer. I hoped is was a standard functionality in IFS 9, but could not find it. Anyone an idea about this?  

IFS9, in the process of upgrading to IFS10. We have used Report Designer to adjust the layout of instant invoices sent to our customers. The document footer for the instant invoice has been defined in the window Document Footer and connected to the report INSTANT_INVOICE_REP, which works just fine. Now, we need to have different invoice footers for different customers (sent from the same company). We have defined additional fields and additional Footers in the window Document Footer, which meet our requirements. However, we can’t find a way of selecting a different footer when creating the instant invoice.We have tried the following:In Document Footer, connect the report id INSTANT_INVOICE_REP to two different footers (two lines in the tab Connect Report). Not permitted.  In Customer Invoice Types, define a new invoice type INSTINV_2 that the user can select upon creating a new invoice. Connect the new invoice type to Report Footing with the new footer id - not working. This field is n

We have UPS WorldShip connected to our database and are retrieving many fields, which is great! …but we currently store our customers account numbers in document text, and I would like to start storing it by customer address number. Is anyone doing this, and where are you storing the account number? We are on Apps 9. 

Hello All, We are an IFS Apps 10 customer, and we are in the middle of our implementation. We have run into an issue with regard to the Estimating module. The issue we are facing is creating an estimate for a part that has operation steps at multiple sites. We may have a part that has an operation step in one facility, and it is then shipped to another facility for additional manufacturing. We have been unable to build this estimate, as the module seems to require you to use the same site for all parts in the estimate. I believe we may be setting the estimate up incorrectly, but I am not sure. Any guidance would be greatly appreciated! 

What is the order (Rule) that the "Automatic reservation" select parts to reserve in the inventory in a customer order?

In the customer window price list per price group tab, it is possible to add several price lists in different currencies. And if the Preferred Price List tick box is selected, it says the ticked price list would always be fetched into the Customer Order Line. But it was noted in some scenarios even though a preferred price list tick box is selected COL picks up a different price list. What is the reason behind this?

Even though customer\prospect enable for Tax, tax will not be included in the sales quotation report

Create a Sales quotation. Release it. Print the quotation. Then alter a line and save. Status of the quotation will be “Revised”. Try to delete a line of the quotation and you will see delete option is not available. It could only be cancelled. It seems sales quotation line could be deleted only in “Planned” status. Sometimes, on revisions, there may be many lines that need to be removed, not cancelled. It is difficult for the users to manage the screens when these lines are still visible. It is difficult to identify quickly which lines are active.