Distribution (CRM, Commerce)

Hey Everyone,  I am curious, in what ways do you sell / create kits in IFS. I was reading that it’s possible to sell a kit and have it be constructed the moment it’s sold, but I don’t see an obvious way of doing this. Thanks!

In 25R1, a requirement has been raised for an Opportunity that will have multi year renewals to be pursued at the end of every year. Example :Business Opportunity 1001 is for $20k - this has been won and then needs to be included for the next year again as an Opportunity for $20k and again in the following year. What is the best way to handle this in IFS CRM ?

We are using Business Opportunities and try to follow the sales pipeline development over time. We have IFS Cloud 24R1 SU4. When looking at the pipeline data we have significantly lower number of business opportunities in the  snapshot compared to when we look at the business opportunity at any given moment in time. We do the same query by status of BO, excluding, Cancelled, Closed and On Hold,  so is there something I’m missing here. I assume that every snapshot should contain all BO or is it just the ones that are changed from last snapshot. We where missing about 37% of the BO in the snapshot.   Anyone else experienced this issue?

Hi all, We’re currently using IFS (IFS Cloud 22R1) and have come across an issue regarding customer order charges.When a customer order includes a freight charge without connecting to any order line and the customer has already reached their credit limit, the order gets credit blocked — as expected. However, the system still processes and invoices the charge line separately, even though the order is not delivered.Has anyone experienced this?Is there a way to stop IFS from invoicing order charges separately in such cases, or is this a known system limitation?Appreciate any insights or suggested workarounds! Best regards,Harsha

We have created a contact duplicate check based on a contact’s email and need to make email a required field in all contact creation locations. Unlike other dialogs, the Add Contact dialog does not appear in page designer. How do you edit these dialogs in IFS Cloud? If you know in Aurena, I’m sure the same would apply to Cloud.Thank you!

Hi all,We currently have two different companies using Business Opportunities and CRM in IFS Apps 10.Is it possible to restrict Business Opportunities so that users only see records associated with their own company or site — while allowing managers or admin users access to all companies/sites?We’ve seen this kind of access control seems possible in IFS Cloud, but we haven’t been able to replicate it in Apps 10.Example:Joe Bloggs is assigned to TestCompany1. When he opens Business Opportunities, he should only see TestCompany1’s opportunities — not any from TestCompany2. However, a manager or admin should be able to see both.Is this kind of filtering possible in Apps 10? If so, how can we set it up?Thanks in advance!

In 25R1, when creating a new Opportunity the Company field defaults to the User’s default Company.In my solution, I want the End User to be able to see a blank Company field and select the Company from a list rather than defaulting to the User’s default Company.I looked at using Page Designer but cannot see any options there.Any ideas ?  

Hi Team,how are you all handling announcements inside the B2B client? Ideally looking for something that supports hyperlinks.Appreciate your thoughts on this. 

My company is upgrading from APP9 to Cloud. We’ve only found the Create Picklist for Customer Orders screen. Is there any screen or option to create picklist for customer order lines. We may have a customer order with 50 lines, all 50 are reserved, but we would only want to print the picklist for 25 of the lines. We’ve not found a way to print for specific customer order lines and avoid printing for the other 25 lines if they are on the same customer order. 

Hello, We currently use customer agreements in Apps10, which are primarily driven by dates. We would like to drive this using volume as well. For example, a customer contracts us for 100,000 lbs of material. That price is good within the date range for that qty of product. Once they reach 100,001 lbs, we want to issue a new contract, most likely at a different price. It appears that the supplier agreement kind of works this way. Is there a way to achieve this with customer agreements.

Hi, In IFS Cloud you are given the option to extend the Address Line characters. However, when you make the change, it doesn’t change the length of Address Line 1 or Address Line 2. Address Line 3-6 get updated accordingly. Does anyone know why this is the case or is it an oversight?What workarounds are there? Thanks

Hello, We want to set up authorization for the Business Opportunity. We want employees to have to get permission from a supervisor to create a Sales Contract from the Opportunity. This could be done, for example, by ensuring that the status of the Opportunity can only be changed after authorization from the supervisor. I have been working with ‘Sales Process’ and the Approval feature it contains. But I can't find what I'm looking for there.Can anyone advise me on this and suggest a solution? We are working in App10 Update 7.  

We’re integrating IFS Apps 10 to Salesforce via Boomi.  We’re finding that the standard APIs as defined in IFS do not contain all of the data elements needed to create or update records in Salesforce and we may be creating custom APIs to achieve our objectives.  Are there other customers who have connected Salesforce to IFS via Boomi?  It would be helpful to know whether you were able to use standard or had to create custom APIs and other helpful lessons learned as we progress in our journey.

I have a client that is anticipating moving from Apps 10 to Cloud.  The main issue is that the parts may have been originally set up with the incorrect unit of measure. I know in the past we were able to set up translation tables in migrations to help accommodate this. Is it possible to use such a process to change an item’s or several item’s units of measure?  I’d also like to know how others have perhaps performed unit of measure changes on existing parts.  Thanks!

When I try to login to IFS Support, I am taken to a Logout successful page. Does anyone know the reason behind this?  

Usually when we have a Child / Parent relationship, the child places the order and receives the goods, but the invoice states the parent name as they will pay and the credit limit is held at the parent for the total group. Is there a way in IFS to have, the child place the order and receives the goods, the invoice states the child name as they will pay, but the credit limit is held at the parent for the total group.

From a Business Opportunity (BO) we create a Sales Quotation (SQ) with the “New Sales Quotation” button in the header.Then I create a SQ Line with a value of 100 EUR and in the linked BO, a BO Line is also created with a value of 100 EUR.Now we have the behavior that when we delete the SQ Line in the SQ, the BO Line is not touched. Even more strange it then the fact that when you create a new SQ Line in the SQ, we end up with 2 BO Lines in the BO, both connected to the same SQ.Anybody knows the business case of this behavior or knows a way to suppress this behavior?With kind regards,Sven Audenaert

I am playing with intersite orders where I have an internal supplier to a sales part in a supply site.  The internal supplier is a separate site.  What settings have to be made to make this automatic from the point of release of the demand site customer order to the PO to the supply site, release and send the PO create the customer order on the supply site and release it??Thanks!  THis is in Cloud

Hi, I wan’t to find the price with the menu “Requets price” for a non-inventory-part/customer/contract.Does it work ?I have no answer from the ERP. Thank’s.Julien. 

We have a simple custom field where users can enter a percentage, i.e., number field restricted to values of between 0 and 100, on our Business Opportunities screen on the General Info section.We want to force users to populate this field before they exit a particular Sales Process Stage - this sounds like the perfect use case for Sales Process Actions?When we try to set this up, we don’t see the custom field on the Enter Data dialog:Can anyone advise how we get custom fields to appear here?I know this was a restriction in Aurena but I had believed it had been fixed in Cloud at least for simple custom fields.

I am trying to set up some data for a demonstration of both intersite and distribution orders.  I have been in several apps 10 demo versions and when I try to release a customer order line with the “Internal supplier transit” supply code, the system tells me that the order line date is not inside supplier calendar.  However, because the supplier is an internal supplier, you can’t add a supplier calendar to the supplier!!! Any ideas???

One of Our end users has incorrectly added the amounts. Then RMA has release and already printed. After identifying the issue now, we need to delete or Cancel the RMA. But the system is not allowing to do so. Please support Thank youKasun​​​​​​​

Salut,est-il possible de personnaliser le corps du courrier Outlook ouvert à partir de l'envoi du courrier électronique de l'opportunité commerciale ? ci-dessous ce que nous obtenons dans la norme :  

In Apps10 Charges were not included in the Order Amounts in the Customer Order. There was an extra Field “Total Gross incl. Chrg/Curr:” In Cloud this field is no longer there, and Charges are now included in the Order Amounts like “Total Net Amount” and “Total Gross Amount”Is there any way to influence this? As this is confusing after an Upgrade from Apps10 to Cloud.   

The Customer Hierarchy does an alpha-numeric sort at levels 1 and 2.  However, from level 3 on there is no sort on the records that appear in the tree.  That is compounded by the fact that it displays the standard 24 records at a time and you have to click show more repeatedly to make sure you can see all the unsorted records to find the one you need to work with (remove, move to another place in the hierarchy, etc.).  Has anyone found a reasonable way to work around this?