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Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,298 Topics
  • 3,332 Replies
1298 Topics
K
Do Gooder (Partner)
Karim.katif5Do Gooder (Partner)
asked in Distribution (CRM, Commerce)
Made field not mandatory CRM Panel (Outlook)

Hello,First question : ifs it's possible to modify fields to make it not mandatory in crm panel, for example : make languge not mandatory when create a new prospect. if it's the case can you please tell us how we proceed ?Second question: can we use bpa to set by default language/Country when we create a new prospect for example ? if it's the case can you please tell us how we proceed ?Thank youRegards.

381
Annjse
Hero (Employee)
T
Do Gooder (Customer)
TERSIMNDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Standard page as a tab in Business Opportunity

Hi I am trying to add ‘Document Folder Navigator’ as a ‘Tab’ in Business Opportunity in IFS Cloud. We are currently upgrading from Apps 10 where we have this setup: I am trying to replicate this in IFS Cloud, but Document Folder Navigator in Cloud contains a ‘Tree’ which i cant duplicate or insert into a Tab in the Page Designer. Does anyone have any experience with this? Is it possible to insert a full standard IFS page into a Tab in cloud?  //Simon

400
T
Do Gooder (Customer)
K4uLinalM
Sidekick (Partner)
K4uLinalMSidekick (Partner)
asked in Distribution (CRM, Commerce)
How can I find in which invoice my serial part was invoiced

Hello, I can't figure out on which invoice my serial part was invoiced. I have an order line with 40 parts, I have invoiced 20 on an invoice A and 20 on a invoice B. I can't figure out if my serial part X  was invoiced on the first or second invoice.I can't find a screen that contains both informations. IFS, on the other hand, manages to find this information, as it's on the standard edition. Could you please help me?Best regards, Lina

371
Abdul
Superhero (Partner)
K
Do Gooder (Partner)
Karim.katif5Do Gooder (Partner)
asked in Distribution (CRM, Commerce)
BPA(workflow) Default Values Not Applying in CRM Companion Mobile App

Hello,I’ve created a BPA (WORKFLOWS) in IFS Cloud to automatically set default values for the "Defalult Language" and "Country" fields when adding a Lead in the CRM module. This works correctly in IFS CLOUD version. However, in the CRM Companion mobile app, the default values are not applied when adding a Lead.I have also ensured that all necessary permissions are in place for the BPA to function, but the issue persists in the mobile environment.Attached, you’ll find screenshots from both the IFS Cloud and the mobile app for your reference.Has anyone experienced something similar or knows why the BPA changes might not be reflected in the CRM Companion mobile app?Any help or guidance would be greatly appreciated!Thank you!

631
S
Superhero (Customer)
K
Do Gooder (Partner)
Karim.katif5Do Gooder (Partner)
asked in Distribution (CRM, Commerce)
CRM Outlook panel not shown

Dear IFS Support Team,I’m reaching out to report an issue with the IFS CRM Outlook integration. The CRM panel is not visible in Outlook, and I’m unable to use the expected features linked with it.Could you please assist in resolving this issue or provide guidance on what might be causing the CRM panel not to appear?Thank you in advance for your support.Best regards,

1332
K
Do Gooder (Partner)
D
Do Gooder (Customer)
dlyon6Do Gooder (Customer)
asked in Distribution (CRM, Commerce)
ifs apps 10 return material line not received or scrapped

we have several old RMA lines that we never received or scrapped, but we gave Credit invoices for. These RMA’s are still showing that they are RELEASED. Is there any way to complete the RMA without receiving or scrapping the parts?  Dave 

381
KethakaG
Superhero (Employee)
B
Do Gooder (Customer)
BUSSI_CDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Disable Add Button on customer info list

Hi Community,We search how to disable “add” button on customer info list but enable it on customer info form. Do you know how to do this ?  

1142
B
Do Gooder (Customer)
A
Do Gooder (Customer)
ANISTODo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Resource not found

Hi Community,For internal users, when we try to check the flag Customer Contact or add Country to a Person ID, message occurs “Resource not found”. Even if Resource exists.This change is possible in App10. What can we do? Is it a bug in IFS Cloud (24.1.4)? 

2050
A
Do Gooder (Customer)
R
Do Gooder (Customer)
ryynooos2Do Gooder (Customer)
asked in Distribution (CRM, Commerce)
Help with refill at remote whse

Hello All, Here is my situation. I have a customer on Apps10 that has multiple remote locations (field reps) that hold fixed amounts of inventory, that need to be replenished frequently. The replenishment inventory comes from an FGI warehouse onsite. The customer services people use a spreadsheet to determine if a replenishment is required and then create transport tasks manually.I know that the easiest and simplest way to create is to use Kanban, however this customer does not own Kanban so we are trying to use Remote warehouses with replenishment via Putaway zones. The crazy thing is as I’ve tried things here and there I have gotten things to work on some parts but not others, and I can’t seem to find how I got it to work.I’ve included all my setup below, thanks in advance for any help:

401
R
Do Gooder (Customer)
dsj
Ultimate Hero (Partner)
dsjUltimate Hero (Partner)
asked in Distribution (CRM, Commerce)
WMS Integration in IFS Cloud

Hi All,What’s the best practice in IFS cloud to integrate with WMS? Is there recommended integration projections that we can use?In pervious versions, we were using WMSINT that contain 6 messages to make the integration work between IFS and a WMS work. We would like to know which projections can be used as replacements for this?More information on WMSINT can be found in this topicWMS Integration | IFS Community

3965
Link
Superhero (Customer)
H
Sidekick (Employee)
Hashane BolonneSidekick (Employee)
asked in Distribution (CRM, Commerce)
Background job failing when resending the invoice

Steps followed Sales >Invoicing>Customer InvoiceSales >Invoicing>Customer InvoiceSelecting Resend invoice option  Background job fails with the below message 

260
H
Sidekick (Employee)
E
Do Gooder (Customer)
EwaADo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Receive from transport

'Receive from transport' error. The customer entered two incorrect receipts (wrong quantity and price). He then introduced the correct admission. Stock value averaged. I need to reverse the incorrect receipts with the correct valuation. Please help   

180
E
Do Gooder (Customer)
A
Sidekick (Customer)
alackasSidekick (Customer)
asked in Distribution (CRM, Commerce)
Looking for the rest api to get customer price

In applications 10 I have soap capabilities to retrieve the customer price for an item.   I am looking for the Rest function that I can pass a customer, currency, part list and retrieve the price for the customer. 

210
A
Sidekick (Customer)
P
Hero (Employee)
PIrelandHero (Employee)
asked in Distribution (CRM, Commerce)
Prevent customer invoice if PO amount is exceeded

I have a customer order for which I have a matching Purchase Order from my customer.  This CO will take output from the sales from a WO and is not limited to the lines that are on the CO.  Does IFS have functionality that will block the invoice if it exceeds the customer’s PO amount?Thank youPatrick

280
P
Hero (Employee)
D
Do Gooder (Partner)
darenickDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
Add Service Order Supply Code to a Shipment

Want to confirm it is NOT possible to add a customer order line with a Supply Code of “Service Order” to an IFS Shipment.   The customer order line is a non-inventory sales part.  I found it possible to add a non-inventory part to a shipment, but not when the Supply Code is “Service Order”.It appears that way, but need to confirm I’m not missing a setup step. Thanks for your help.   

1084
J
Sidekick (Customer)
G
Do Gooder (Customer)
gjeffersonDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Handling Unit Tracking for Split HUs

Where is handling unit traceability in IFS10? If a handling unit is created from another handling unit, where is that from- to- handling unit information stored?  I don’t see it in inventory transactions history.  

401
F
Do Gooder (Customer)
COVJAMIEB
Hero (Partner)
COVJAMIEBHero (Partner)
asked in Distribution (CRM, Commerce)
Incoming Customer Orders

Hello All,I am currently having issues with Automatic Approval of incoming customer orders in IFS Cloud.I have the customer set to Auto approve, I also have the site settings set along with additional message defaults for the customer, Approval user set can manually approve the incoming orders in the system. Any help would be appreciated,Cheers,Jamie

2813
COVJAMIEB
Hero (Partner)
D
Do Gooder (Customer)
dlyon6Do Gooder (Customer)
asked in Distribution (CRM, Commerce)
IFS APPS 10 CONSIGNMENT STOCK

IFS APPS 10 CONSIGNMENT STOCKWe have one part that was previously listed as CONSIGNMENT STOCK. We want to remove this from consignment.  WE UNCHECKED THE BOX IN CONSIGNMENT STOCK , THEN TRIED TO UNCHECK THE CONSIGNMENT STOCK BOX ON THE CUSTOMER ORDER LINE. The customer order line status is “Delivered” IT WOULD NOT ALLOW US TO DO THAT - SAYING THE ERROR  :  The Consignment Stock cannot be changed when the status is Partially Delivered, or Delivered, or Cancelled or Invoiced/Closed Not sure how to clean this last cust. order line up  Dave

471
Marcel.Ausan
Ultimate Hero (Partner)
H
Sidekick (Employee)
Hashane BolonneSidekick (Employee)
asked in Distribution (CRM, Commerce)
Purchase Order Prints Incorrect Country for Customer Direct Orders

When there's a Customer Order Direct, and the single occurrence Address option is selected, the delivery address of a Purchase Order prints the wrong country. (Address lines are fine, but the country name is wrong?  

201
P
Superhero (Employee)
P
Do Gooder (Customer)
PeteShakespeareDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Configuring Vertex for IFS Apps 10

We have used Vertex integration for US Sales Tax in Apps 8 for many years. It was implemented as a modification/localisation.Currently upgrading to Apps 10 and this is now core. Not sure what needs to be done to configure this and the IFS help is not much help! Our support are struggling to find a consultant with experience in this area. Anybody on here familiar with the setup/config? 

1935
P
Do Gooder (Customer)
W
Do Gooder (Partner)
WestCoastIFSDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
Address Validation for Project Definition

What have you found is effective way to validate project addresses captured from the Project Definition Address tab?  

211
Chanu_Yazi
Hero (Partner)
B
Sidekick
Benjamin CharltonSidekick
asked in Distribution (CRM, Commerce)
What if some of an Entity's Attributes are missing from Page Designer?

Hi Community! If I open up Page Designer on the Business Activities page (shown below) and look for Attributes on the BusinessActivity entity, some seem to be missing.  These “missing attributes” fall into two categories:There are attributes that exist on the Entity but don’t display as options on the Page Designer, such as DateEntered. It’s possible to see DateEntered on the Query Designer so you know it’s there; you just can’t see displayed on the drop-down list of available Attributes it on the Page Designer. There are also attributes that must surely exist in the database somewhere, but don’t even display on the Query Designer. For example, the identity of the user that created the Business Activity. You can see the identity of the Main Representative of the Customer Account but you can’t see the user who added the record. In some cases, they might be different, no?Can anybody advise if there’s a way to display an attribute in category 1 that is present on the Entity but absent on

430
B
Sidekick
Z
Do Gooder (Customer)
zaidi003
asked in Distribution (CRM, Commerce)
CRM Business Calendar Team: How to setup Team?

How do you setup Teams for the ‘Business Calendar - Team’?  I’d like to setup the sales representatives in teams based on their region, so that when a sales rep checks their Business Calendar, they see only people within their region/team.  As of now, all users see all other users.  Thank you for all your help! 

421
Marcel.Ausan
Ultimate Hero (Partner)
M
Hero (Customer)
mmossHero (Customer)
asked in Distribution (CRM, Commerce)
Print Pick List (Shipments)

Hi All, Is there anyway to print the pdf from the Print Pick List screen. There is a prompt to “print” the pick list but it just executes the report creation. How can we enable the print prompt from this screen like the other pages in Aurena.  

1212
Marcel.Ausan
Ultimate Hero (Partner)
E
Sidekick (Customer)
ElaineebiSidekick (Customer)
asked in Distribution (CRM, Commerce)
Customer Order Line Dates

We’re using App10 UPD9.  Users are asking what functions would make a date on order lines changes.  Example would be changing a quantity, etc.Does anyone have a document with these details?Thanks,Elaine

2891
Thakshila Chandrasiri
Do Gooder (Partner)

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