Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,095 Topics
  • 2,924 Replies

1095 Topics

FPayab
Sidekick (Partner)
FPayabSidekick (Partner)
asked in Distribution (CRM, Commerce)

Conditional Field on Mobile No in Customer Comm Method

Hi, Is there a possiblity to create a conditional format on Mobile/Email field Value in Customer Comm Method. The users often insert/paste a false formatted Mobile/Email number/ID which creates problems with the third party interface. Thanks

5
Susith Setunga
Superhero (Employee)
2 years ago
E
Do Gooder (Customer)
ELSMINHAJDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

invoice posting error

Account is missing or has invalid time interval

5
R
Hero (Employee)
2 years ago
arebbeadle
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)

Where can set Print Handling Units to False

Our Customer Order Pick list are printing 3 additional lines per line item and it looks to be related to Handling Units. Is there a central location in IFS APPS10 to set PRINT_HU to FALSE? Will that sovle my report issue or do I need to modify the report?  

5
arebbeadle
Hero (Customer)
2 years ago
Timmermans Roel
Hero (Partner)
Timmermans RoelHero (Partner)
asked in Distribution (CRM, Commerce)

Unit based sales price list vs Customer Agreement - deal per part

Hi All, I have a situation where we want to use ‘Unit based Sales pricelists’. We have a huge number of sales parts, all belonging to the same family and having same price strategy in function of volume. However, it might be that a customer negotiates a specific price for an inidivual sales part belonging to that product family. So I was thinking about ‘Customer Agreement’ - ‘Deal per part’,  because this special price would only be applicable to that one customer. Alle other customers would still use the regular ‘Unit based’ pricelists for that part and the related product family. Howver, in order to use ‘Customer Agreement’ - ‘Deal per part’ I need to use ‘Sales Part Base Prices’, but it seems you can’t select parts belonging to a ‘Unit Based’ Sales price Group. Is that correct? Is there a way to combine these 2? Or do we need to change the part from a ‘Unit based’ sales price group to a ‘Part Based’ Sales price group and add this to a new sales price lists so the normal customer use

5
Dilan Senevirathne
Superhero (Partner)
1 year ago
H
Do Gooder (Customer)
HBARRADASDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Handling_Unit_For_Refresh_API.Refresh_Handl_Unit_Snapshots__

We have more than 9000 background jobs with this method every day.Anyone know what’s the trigger of it and what this procedure does?

5
D
Hero (Employee)
7 months ago
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Distribution (CRM, Commerce)

unpeg the purchase order from work order

We have created the purchase order from Work order purchase requisition and the work order is in related status and Purchase order in Planned state,  i am trying to cancel the purchase order , system is giving error “ there are peggings connected to purchase order lines, Remove the pegging first and then cancel the purchase order. How do i cancel the old purchase orders.

5
Thommy
Hero (Employee)
2 years ago
K
Do Gooder (Customer)
KezziaKDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Permission Error When Creating Customer of Type Customer

Hello We are using Aurena Apps 10.When some members of the team (but not all) try to create a fully-fledged Customer from a Lead or a Prospect, there’s an error stating they don’t have permissoin to do so.We have checked permissions and can’t see anything wrong - does anyone know why this error is appearing? Many thanks,Kezzia

5
K
Do Gooder (Customer)
1 year ago
U
Sidekick (Employee)
UMSEUSSidekick (Employee)
asked in Distribution (CRM, Commerce)

what are the procedure to install Demand Planner client and server for IFS Cloud 21R2

Hi,IFS Cloud 21R2 SU 2. I am looking for the procedure to install Demand Planner client and server for IFS Cloud 21R2.ThanksUma

5
cperdue
Hero (Partner)
4 months ago
E
Sidekick (Partner)
EntNananNSidekick (Partner)
asked in Distribution (CRM, Commerce)

Applying Sales Promotion Deal

Hi,Can anyone tell me what are the steps i should follow to apply a sales promotion deal to a customer order?[i am trying to do this in apps-9]Regards-Nahin

5
E
Sidekick (Partner)
2 years ago
V
Do Gooder
vs.sukeshDo Gooder
asked in Distribution (CRM, Commerce)

Delete Inventory Location

Hi, Is it allowed to delete empty Inventory locations, which had some transactions earlier?

5
S
Superhero (Customer)
2 years ago
R
Do Gooder (Customer)
ROXCARANDDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Consignment stock value

Hi, I have a question regarding Customer Consignment Stock. How can we see the cost ( not the sales price on order)  for the material we have sent out on a consignment order. If we have for example  consumed/invoiced 5 pcs of total 10 pcs, how can I see the cost of the material that is not yet consumed?  We are using version IFS10 Thanks in advance/Caroline  

5
Kanishka Dilana
Superhero (Employee)
2 years ago
Mdangelo
Sidekick (Customer)
MdangeloSidekick (Customer)
asked in Distribution (CRM, Commerce)

Multi-Site, what is best way to change customer orders (Cancel, Qty or Date)?

Hello IFS Community,We are having issues that when we update our External Customer Orders for Cancellations, Quantity  and/or Planned Delivery Date changes, that if there is a pick list printed, reservations on items or a shop order started on a pegged Shop Order, t allows the Customer Service to make these changes without any error or notifications.  It does push messages to the Incoming Change Request for Customer Orders, but we have many changes and this message queue is very labor intensive.  A question is are we using best practice to make these changes to the External CO? Or should we be changing the Internal CO?  If we change the Internal CO, will it provide an error message to the Customer Service team and/or once that changes are made, will it update upstream to the Internal PO and Internal CO?

5
F
Hero (Employee)
2 years ago
O
Do Gooder (Customer)
Olivia GachesDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Keep history of removed invalid agreement lines from a customer agreement

Where can I find the history of the removed invalid agreement lines from a customer agreement ?By clicking on “history agreement line” I only see the latest price and I lose the history of the previous price. Do you know where I can find this history?  Many thanks for your help Best Regards 

5
O
Do Gooder (Customer)
2 years ago
O
Do Gooder (Customer)
Olivia GachesDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Minimum Durability Days doesn't match with the available stock

When the reservation couldn’t be made on a customer order because the available stock doesn’t match with the Minimum Durability Days requested by the customer, on which screen can I see the reason of the none reservation?  Many thanks for your help  Best Regards

5
M
Superhero (Partner)
2 years ago
B
Do Gooder (Partner)
BLGBEDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Remote warehouse refill when no stock are available IFS CLOUD

HI, I setup a remote warehouse with min & max quantities for refill.when I launch the “refill putaway zones” batch, it works well when there’s stock available in the main warehouses from where the remotes one have to be refilled (transport tasks are generated). But I have the feeling that “nothing happens” when there’s no available stock in main warehouse to refill remote warehouses. Is there a screen to identify such shortages (1) and eventually to generate purchase order to mitigate stock unavailability (2) ? Thanks for your answer. 

5
F
Hero (Employee)
2 years ago
T
Do Gooder (Customer)
TKGJARKKSEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Order and Invoice in Different Currency

We have a strong request from Poland to be able to have Customer Orders placed in currency EUR so that prices are fetched from Agreements in EUR. But Customer Invoice should be in local base currency PLN. Exchange rate should be delivery date for materials. This is something similar that is there for Russian Localization but functionality is also needed in Poland.Is there any solution for that. 

5
E
Do Gooder (Customer)
1 year ago
Link
Superhero (Customer)
LinkSuperhero (Customer)
asked in Distribution (CRM, Commerce)

Default Info in Customer Order

Dear community,is there a way to set the “Default Info” as default?In some cases it isn’t active and IFS creates two separate delivery notes.  

5
Deshani Gunasinghe
Hero (Employee)
2 years ago
ascheeka12
Sidekick (Customer)
ascheeka12Sidekick (Customer)
asked in Distribution (CRM, Commerce)

POCO error while update purchase order

Dear Team,Please advise on this error.  its coming while updating Purchase order by POCO. i am trying to cancel line through POCO. 

5
B
Do Gooder
2 years ago
E
Sidekick (Customer)
ElaineebiSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer Order Email Address

Apps10 UPD9 - I have customer and invoice emailing working .  My question is can you have a different email address for the customer confirmation and then one for the email invoice?   If so, what is the magic for doing this?

5
S
Superhero (Customer)
2 years ago
HumbertoFloresD
Sidekick (Customer)
HumbertoFloresDSidekick (Customer)
asked in Distribution (CRM, Commerce)

How can i migrate a Lobby From IEE to Aurena

I Create a Lobby in IEE and in the client type i select Aurena but when i try to open this lobby in aurean Doesnt WorkHow can i solve this situation ? Regads! 

5
lopespetro
Hero (Customer)
2 years ago
Jinal Ranathunga
Sidekick (Employee)
Jinal RanathungaSidekick (Employee)
asked in Distribution (CRM, Commerce)

Aurena page 'Customers - CRM' is not editable

Hi,In Aurena when you go to ‘Customers - CRM’ ( Relationship Management > Customer Relationship Management > Customer > Customers - CRM) it is not editable. I know that it can be edited by selecting details as shown below. But if you go to Application Base Setup --> Enterprise --> Customer --> Customers it is editable as you can see below. Is there any reason for this?Thank you,Jinal

5
Jinal Ranathunga
Sidekick (Employee)
1 year ago
J
Do Gooder (Partner)
jlblfrDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Business Activity - Create Outlook Meeting - LTU_CRM

Hi,In APPS9, in CRM/…/Business Activity” screen, users with a LTU_CRM license cannot execute RMB “Create Outlook Meeting” : error occurs … System.NullReferenceException at Ifs.Application.CrmCalendar.MeetingItem..ctor. It’s OK for FULL users. Is it a known issue ? Or LTU_CRM is indeed insufficient for this action ?Then, which type of license can be added to enable the RMB “Create Outlook Meeting” ? Thank you     best regards  Jean-Luc Bluem 

5
Yohan Rajapaksha
Hero (Employee)
2 years ago
A
Do Gooder
an_2786Do Gooder
asked in Distribution (CRM, Commerce)

Unable to enter Posting Proposal screen, getting an error - File Format is not valid.

Hi Everyone,I have a invoice which had a attachment to it as a shortcut file and when am trying to enter posting proposal from Supplier Invoice analysis screen it pops up me a message as below : The page you loaded could not be activated due to errors. Please contact your support representative.File format is not valid. So I removed the attachment from the invoice and its giving me the same error message when trying to enter posting proposal or Manual Supplier Analysis.Can anyone please help on this for solving this issue.Any help will be much appreciated. Thanks 

5
N
Do Gooder (Partner)
2 years ago
Mdangelo
Sidekick (Customer)
MdangeloSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer Order Lines auto-reservations, what is the field used to determine what is reserved first

IFS Community,We are finding the auto-reservations is not reserving materials to the CO Lines in order by the Planned ship date. What is the field used to determine what is reserved first and is there a setting we can change to ensure the auto-reservations is using the Customer Order Line Planned Ship Date?

5
SAKUIN
Do Gooder (Customer)
1 year ago
Anupa Arachchige
Sidekick (Employee)
Anupa ArachchigeSidekick (Employee)
asked in Distribution (CRM, Commerce)

Delivery Route for every two weeks for Customer Orders

I’m creating this post on behalf of a customer which has the following query. Is there a way to set up a Delivery Route for every two weeks for Customer Orders? If we have a Customer that has a Wednesday 4/13 delivery for tomorrow then skips next week with the next delivery on 4/27.  I have tried the Number of Days Before Route Day but that would not allow my 4/13 date.Would we have to set up a Calendar specific for these Customers?

5
S
Sidekick (Customer)
1 year ago

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