Distribution (CRM, Commerce)

1190 Topics

mnevans93Do Gooder (Customer)

Customer showing in IEE Rep 360 but not Aurena Rep 360

Hello,We have started noticing cases where a customer will show in IEE’s version of Rep 360 but not Aurena. See below for an example. Customer 103205 shows in IEE for this rep but is missing from Aurena. Any ideas as to why this might be happening? Is there a setup step being missed?

231

9 months ago

luca.pucciniDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Event using error_sys

Hello Guys,my request is to stop generating a shipment when a row is found in a custom LU and interactively this is working good: with error_sys a pop-up appears and the shipment is not generated. The problem is when the user run the creation of the consolidated pick list in background. If the row is found, then no shipment is created. How is it possible to just skip that shipment and let the procedure go on and created the others ?Thanks to anyone that can help me.

452

9 months ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

CRM Panel / Call Icon Not Working on Outlook on the Mobile

When clicking on the Call Icon in the CRM Panel, get an error message that says 'An Internal Error Has Occurred' and the call does not go through

251

9 months ago

lbarberDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

How to delete items from Serial Maintenance Aware

Trying to clean up Serial Maintenance Aware and need to delete ones that are not valid How to delete Serial Maintenance Aware items that are not valid (ex: duplicate) and need to be removed

464

9 months ago

CDEDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

CRM_Account CRM organization chart

Hello,It is possible for each Account Contact to define his/her manager :Thanks to that, is there a way to display the organization chart of the customer in IFS, showing who’s in the team of who ?Thanks

231

9 months ago

jaylee78Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

[AURENA] How can I save a quick report with filters applied?

632

9 months ago

ishtiaqDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Facing error while converting business lead inot customer

ORA-20110: SALESMAN_NOTNULL.salesman group cannot be blank

251

9 months ago

BaptistPDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Reservation of inventory without a customer order

We have multiple requests coming in from the sales team for material reservations against forecasted POs from customers down the line ~ 1 month/2 month/etc. What is the best way to execute this request through IFS10. Currently our warehouse planner executes manually reservations with an Excel log which is cumbersome and not effective.

1372

9 months ago

hercellisDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Send Dispatch Advice for Customer Order

We are integrating customer EDI with Pagero and need to know which field the tracking number will be sent in? We are on Apps9 and the tracking number is stored on the Freight Tracking tab.

340

9 months ago

romanesuDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Cloud CRM - Looking for companies that are using Cloud CRM

We have started the journey of moving from Sales and Marketing/Apps 9 to Cloud. I am curious to see how many customers that are live on IFS cloud are using Cloud CRM pages? If you are utilizing CRM Cloud, what has your experience been like? What can you share with me? Or are you using a third party CRM solution? Thank you!

330

9 months ago

llspragueDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Pricing

Is there a method in IFS in which you can ‘print’ just the list of items that a customer purchases vs. publishing to them the full list of items on the price list they are assigned to?

331

9 months ago

Sachini KumarasingheDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

What is the proper way to save phone or mobile numbers for contacts in IFS? (Phone Number Nomenclature/Formatting related to CRM Panel )

What is the proper way to save phone or mobile numbers for contacts in IFS? Please advise how phone or mobile should be saved in the Person screen in IFS. Customer is looking for clarity on formats for: 1. Preferred Mobile Number Format2. Preferred Landline Number Format3. Format for saving a Landline number with an extension in IFS. (Important)4. Preferred Format for Saving International Phone NumbersTheir users encounter call failures (call doesn't go through) when attempting to initiate calls through the CRM Panel due to an incorrect format. Customer is in IFS App 10 UPD19

610

9 months ago

wilmichelleDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Payment Term discount to Exclude Charges Tab

Hello All,I was asked if there is a way to apply Payment Term discounts to exclude net amount from the charges tab. I can see where there is a choice to base the Pay Term base on Net or Gross, but that doesn’t help with the charges amounts. We don’t invoice the charges tab separately from the Order Line Tab. I assume the discount amount is based on the Net or Gross amount in the header and not able to calculate per invoice line. Thanks!Michelle

272

9 months ago

meloDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Custom tab with a group in IFS Cloud

Hi All,I am trying to add a custom tab to the standard page 'Shipment'.The content of the tab should be a group, based on a custom entity that also has the Shipment Id as an attribute.I tried to add this the same way a tab with a list is added but it does not work.Any suggestion is greatly appreciated. This is the custom entity Thank you

15737

9 months ago

Priyanka.MasseySidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM Panel / Phone Number Nomenclature/Formatting

What is the proper way to save phone or mobile numbers for contacts in IFS? Please advise on :Preferred Mobile Number Format Preferred Landline Number Format Format for saving a Landline number with an extension. (important) Preferred Format for Saving International Phone NumbersWe aim to revise the phone number formats to ensure users do not encounter error messages when attempting to initiate calls through the CRM Panel due to an incorrect format.

310

9 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.

1046

9 months ago

BytBeatbWDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Price list with discount and customer agreement with deal per sales group

Hi, We have following pricing setup.Discount method = Single discount Pricelist part based with discount connected via customer price group with customer Customer agreement for same customer with deal per sales group Part from pricelist is also part of connected sales group Different discount (higher) compared to price list When i enter customer order, the price and discount from the price list is always taken into account. But the customer is entitled to the discount from the customer contract which is higher. Customer agreement is not considered.If i delete the line in customer agreement "Deal per sales group" and enter a line in "Deal per part" and then enter a new customer order, the price is taken from the line of customer agreement with desired discount.How does "Deal per sales group" is takeing into account from customer agreement? I have not found anything in “IFS Cloud Documentation”. We use 23R1 SU6.Thank you for your feedback.Beat

953

9 months ago

MarcinlDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Auto-complete the field QTY to Move in IFS Cloud

Is there any way to auto-complete the QTY to Move field with the quantity from the field Available Qty to Move on the screen below?

503

9 months ago

CDEDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Display a list of opportunities as representative

Hello,We are using IFS Aurena.For many of our Accounts CRM or Opportunities, we have 1 Main Representative and 1 or more additional representatives.Could you please show me a way of displaying the list of Opportunities - or Accounts - where I am identified as the Main Representative or simply as a Representative (not being the main)?So far I only managed to find a way of listing Opportunities - or Account - where I am identified as the Main Representative.Thanks a lot

302

10 months ago

Priyanka.MasseySidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM Panel/ Incorrect contact gets updated under Communicatrion Method tab when the name and descitpion is updated via the CRM Panel

We edited the communication method for below contact via the panel - However, in IFS incorrect contact (linked to a different email) got updated. See below -

371

10 months ago

B.COLASDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer control group and Supply code 'Int Purch Order"

And Hello,How does group credit control work when the supply code of customer order line is “Int Pruch Order” ?The customer configuaration is as follows :And my customer order lines,How the line is blocked at the supplier site / company ? Thanks

442

10 months ago

Priyanka.MasseySidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM Panel / How do I stop Outlook from switching to new Teams when making calls using the call icon in the CRM panel.

Currently when I click on the call icon in the panel, I automatically get navigated to the new Teams - When I select “Not right now”, the call doesn’t go through - Is there a way I can stop this prompt for switching to new Teams and use the old Teams to make the call?

494

10 months ago

Ana FigueiredoDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Sales Process

I have a Business oportunity and I have created a sales process template but I don’t understand how I can connect the sales process to a business oportunity. I don’t have this option

1021

10 months ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Go to register arrivals and filter by "Source Ref Type" equal to "Return Material Authorization" and click search.Choose any one of them and click "Receive Parts against Order Deliveries". A pop up window appears and you can choose which material and quantity you want to return.It doesn't matter if you choose the quantity on the RMA or less than the quantity on the RMA, it give you the error shared below.

1060

10 months ago

Fgray09Sidekick (Partner)

asked in Distribution (CRM, Commerce)

Resource not Found - Quick Customer Order Registration

I am seeing an issue when I create a Customer Order / add lines through ‘Quick Customer Order registration’ One user gets a message ‘Resource Not Found’ when adding multiple lines (+5).This is only identified by one user - there is no issue for other users. We have checked permissions and they are identical. Are there any suggestions on a fix?

810

10 months ago

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Distribution (CRM, Commerce)

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