Distribution (CRM, Commerce)

dlyon6Do Gooder (Customer)

customer order pricing

We have a customer order that has a Price Curr and Price Base showing the same price, which for us is normal. On the same order line, the Source Price Curr is lower. When the invoicing was processed on this order line, the price that was used was the Price Curr / Price Base. Looking at the detail history for the line item in question, does not show any changes in the price. It seems like the SALES PART may have had the correct lower price at the order creation time, but I cant verify that, since I cant see any price change history in Sales Part. Is there a way to see a price change history in sales part? Thanks DAVE

9 months ago

JoDeHero (Customer)

asked in Distribution (CRM, Commerce)

Customer Template functionality

Does anyone have documentation of this functionality in terms of what data it copies from the customer template? I’ve looked on the IFS documentation website but I can't seem to find the details on it.

5 months ago

Priyanka.MasseySidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM Panel/ Phone Number not appearing in the panel

Phone No. for the below contact is not showing in the panel even though it exists in the Comm Method on Person screen - Also note that even though the person record is Protected, it still has an address identity with work as the address type that is linked to the comm methods.

3 months ago

DarinHowreyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Primary Picking

I am wanting to create a primary picking and a secondary picking location for my inventory. I have tried availability controls to mark as “over stock” and have that availability control set to not auto reserve. This works somewhat, but if the pick ticket is over the quantity in bins with out the availability control we struggled. Replenishment happens daily to the optimized pick paths, but sometimes that isn’t fast enough and I would like to direct picking according to availability as well as FIFO. Any options outside of availability controls?

8 months ago

christianrothSidekick (Customer)

asked in Distribution (CRM, Commerce)

Sales Price Lists, Customer Agreements and more

We have a pricing structure that consists of four different parts.A general price list where we set a cost and a price for each article Customer specific prices for the most common articles Regional prices for some customers i.e., a customer may pay different prices for the same service in different parts of a country, essentially multiple prices for one customer Project specific prices (for large projects)We are trying to understand how to best use the concepts in IFS Cloud to set this up incl. Sales Price Lists (Part based), Customer Agreements, Campaigns, Base price lists, Service contracts and more.What would be the recommend mix of these for an easy maintenance for our pricing structure?

5 months ago

CHPULKDo Gooder (Employee)

posted in Distribution (CRM, Commerce)

Demand Planner Main Client in Aurena

R & D team is currently in the process of designing the demand planner main client in Aurena. We highly appreciate your suggestions and comments for the new design. Further are there any suggestions to improve the DP main client usability in Aurena ?

3 years ago

NMALKIHero (Customer)

asked in Distribution (CRM, Commerce)

Business Opportunity - Approval Notification

Hi All,In the Business Opportunity on the action level once approval is requested, I need to send a notification (by mail) to the requested approval group. Any idea how to add this event ? Much appreciate any suggestion,Thanks

2 years ago

RAPIPLDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Server Error in CRM Customer

HI Each time when I opened CRM customer window i received an error :I worked with https://ifspsc1-d02.demo.ifs.cloud/ Database error occurred. Contact administrator. Url: https://ifspsc1-d02.demo.ifs.cloud/main/ifsapplications/projection/v1/CrmCustomerHandling.svc/Customers(CustomerId='FR_AIRBUS')/CustomerCrmInfoArray?$select=PotentialId,LoyaltyId,SourceId,EmployeeCountId,YearEndPeriod,Turnover,CurrencyCode,MainRepresentativeId,MainRepresentativeName,KeyAccountDb,BusinessLeadId,BusinessLeadName,CustomerId,ReferenceType,Note,Objgrants,luname,keyref&$expand=TurnoverCurrencyRef($select=CurrencyCode,Objgrants,luname,keyref)&$skip=0&$top=25 Date = 2021-07-13T14:18:13.878Z Request Id = 9d098bb7-1f0d-458b-8330-f32b8b2197d8 Client version = 21.1.1.20210329033206.0 Any ideas ?

2 years ago

SrikanthSuperhero (Partner)

asked in Distribution (CRM, Commerce)

CRM Panel - Permissions

Hi,Which Presentation Objects need to be granted to grant access to CRM Panel or Outlook Add-in in APPS 10?We are able to access everything as IFSAPP user but things don’t work for regular users who have been granted IFS_FULL permission set (gives access to all screens in IFS).We ensured the following objects have been checked for IFS_FULL: Thanks!

3 years ago

JDKirkendollDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

UPS Account Numbers

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.

4 years ago

HOOJAGRDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Autorisation of sales quotations

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?

4 years ago

imharshit003

asked in Distribution (CRM, Commerce)

How to control purchase parts used in Handling Unit

Hi, We have one scenario where we are buying boxes for packing the items. Now packing can be controlled in IFS through Handling Unit. In Handing Unit, we define the category as boxes,pallets etc. but dont link to any purchased packing material. Please suggest how this can be controlled in IFS. Thanks HA

1 year ago

hlhasangaDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Data Warehouse

Does anyone has experience in setting up a data warehouse in an IFS environment ?

1 year ago

BZNSIMONSidekick (Customer)

asked in Distribution (CRM, Commerce)

Business Lead records deleted in the process

Hi, It seems that the standard functionality for converting/merging a business lead to a customer results in IFS deleting the lead. Is there some way to stop IFS from deleting the buniness lead? Or another menu where we can still see the lead? Because we want to keep track of how many leads we bring in, and analyze on for example the source. I hope someone can help me on this. Kind regards,Simon

2 years ago

Anonymous

asked in Distribution (CRM, Commerce)

Price List vs Customer Agreement

Any comments on the topic what is more convenient for maintaining sales prices in IFS applications: price list or customer agreement ? We need to consider domestic sales and foreign sales (direct and via foreign branch). I see that price list is regardless of the customer while agreement is connected to specific customer. Is it the main difference ? Price List can be connected to customer price group or to the customer. In here customer agreements are used in one company and in the second price lists are used. I wonder what are the advantages of each of the way. It seems for me that price lists are more convenient, as I do not have to enter prices for each customer separately. But I need more arguments to convince the sales department here. Another topic is the need for price update periodically. I need to write some PL/SQL for it but I wonder what should be the source of the data: it could be excel but I prefer the data to be present in IFS e.g. on some price list. The I can use it as

3 years ago

imharshit003

asked in Distribution (CRM, Commerce)

Sales Quotation Expiry Notification

Hi, Do we have any functionality where the users gets notified when the sales quotation is about to expire. If yes then how can we enable that functionality. Thanks

2 years ago

AnnaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Print Shipment Pro Forma Invoice

We would like to print a pro forma invoice for a given shipment but the option is grayed out. The shipment is in “Completed” status and we’d either like to print it manually by RMB in the header of the shipment > Print Pro Forma Invoice OR have it as an optional event for the shipment type. The help says that this should be as easy as RMB in the header and clicking Print Pro Forma invoice and the only prerequisites are as follows: The shipment must be in Complete or Closed status before you can print the shipment pro forma invoice. In order to print the customs value it must be manually defined for each customer order line. The customs statistics number will be printed for both inventory and non-inventory sales parts as well as package parts, when defined in the respective inventory part, non-inventory sales part and package part records. The net weight will be printed for both inventory and non-inventory sales parts as well as package parts, when defined in the respective sales

3 years ago

ALHAGMOHero (Customer)

asked in Distribution (CRM, Commerce)

Customer Order Charges are not visible

Hi, I am having this issue:Charges are existing, but not visible. The right mouse menue is opening and at the bottom I can see the totals.The View and API rigths for CUSTOMER_ORDER_CHARGE are granted, but I have no clue, why the header and line with freight cost is not visible.Thank you for any input.Regards Martina

2 years ago

DeepakSidekick

asked in Distribution (CRM, Commerce)

How to find out invoice has been cancelled.

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

3 years ago

mksouthwickSidekick (Customer)

asked in Distribution (CRM, Commerce)

Conditional Formatting Question

Hello,I am looking for a way to create conditional formatting for the available Qty column within Customer Order Lines. I am looking to have the cell highlight green if the value is greater than the Sales Qty (BUY_QTY_DUE). I am trying to put in the below formula, but it doesn’t look like conditional formatting has the ability to compare the value against a different column value. Is that accurate, or is there a way to accomplish this that I am missing? Thank you,Matt

3 years ago

TierajengSidekick (Partner)

posted in Distribution (CRM, Commerce)

Is possible to integrate IFS ERP Application with the Salesforce CRM?

Can we integrate IFS ERP Application (version 10) with the Salesforce CRM? If Yes, then How?

3 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Order Line Status - Not changing to Invoiced

We have a customer order where we have 2 staged billing lines on. The lines have been completely invoiced and have also been completely delivered. The lines are still showing delivered as the status instead of invoiced/closed. Why?

2 years ago

AkilaRHero (Partner)

asked in Distribution (CRM, Commerce)

Sales Price based on Batch No

Hi, I would like to know if there's any standard functionality available in IFS Application version 8 to maintain Sales Part Price for a part Lot/Batch wise? For example, I have two sets of batches available for a single part in my inventory as X and Y. And I want to sell these parts in X batch for 1$ and Y for 1.5$. So when I create the customer and update batch no X in customer Order line, price should automatically comes as 1$ and when select Y price should come as 1.5$. Let me know if there is a standard functionality available to satisfy this requirement. Thanks in advance. Regards, Akila

4 years ago

RAPIPLDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

21R1 error on business opportunity

Hi - I received errors each time when I try set up new BO, also each time when you switch from outlook or business activity to business opportunity - the system gives me an error. Also when i try to change a status system give me an error

2 years ago

ctaylor56Hero (Partner)

asked in Distribution (CRM, Commerce)

Freight Info From Customer Order to Shipment

We are using the Freight Interface in Apps 10 with IFS/Shipment. What we’ve noticed is that the Freight Info on the Customer Order does not match the Freight Info on the Shipment. When the Shipment is created the Freight Info is defaulting on what is on the customer. Has anyone figured out a way to keep these in sync?

1 year ago

Page 6 / 44

Distribution (CRM, Commerce)

1095 Topics

customer order pricing

Customer Template functionality

CRM Panel/ Phone Number not appearing in the panel

Primary Picking

Sales Price Lists, Customer Agreements and more

Demand Planner Main Client in Aurena

Business Opportunity - Approval Notification

Server Error in CRM Customer

CRM Panel - Permissions

UPS Account Numbers

Autorisation of sales quotations

How to control purchase parts used in Handling Unit

Data Warehouse

Business Lead records deleted in the process

Price List vs Customer Agreement

Sales Quotation Expiry Notification

Print Shipment Pro Forma Invoice

Customer Order Charges are not visible

How to find out invoice has been cancelled.

Conditional Formatting Question

Is possible to integrate IFS ERP Application with the Salesforce CRM?

Customer Order Line Status - Not changing to Invoiced

Sales Price based on Batch No

21R1 error on business opportunity

Freight Info From Customer Order to Shipment

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