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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
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Do Gooder (Customer)
BUSSI_CDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
What difference between customer contact and customer communication method

Hi Community,We try to anderstand what is difference between customer contacts and customer communication method. It seems to be use in the sames cases to manage contacts. if somebody have examples about differents usages please share your experience. Contacts are link to Persons and Communciation method is free to input data.is it the only difference ? BR, Christophe 

1794
Chanu_Yazi
Hero (Partner)
P
Hero (Employee)
PIrelandHero (Employee)
asked in Distribution (CRM, Commerce)
Create PO at Register Arrival w/o prior receipt

It seems that you need an existing record in the Register Arrivals screen in order to select that line and then use the line-specific commands to Create the PO.  What if you’ve never created a PO for this PN?  In this case, when you search the Register Arrivals screen, there are no records and when there are not records, there is no line to select to enable the command to create PO. Thank youPatrick

1186
P
Hero (Employee)
M
Do Gooder (Customer)
mjovicDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Copy User privileges in Cloud

Hi,When creating new user I want to copy privileges from another user. Doing Duplicate is not copying permissions, companies etc. Thanks, Marko

1012
Marcel.Ausan
Ultimate Hero (Partner)
S
Do Gooder (Partner)
supunsrDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
Finalize Picking of Source Lines Option in the Shipment windows Pick By Choice

I was trying to figure out the functionality around this option “Finalize Picking of Source Lines” option in the Pick but Choice Window in Shipment Delivery,  is this setting  per Order line, or is it set for the Site or Company? I would also like to know  what happens when it is selected and un selected. Since window is a popup, the help was also not helpful, appreciate if you help me understand this. Pls refer the attachment for more details.     

502
P
Superhero (Employee)
Nikila Dis
Hero (Employee)
Nikila DisHero (Employee)
asked in Distribution (CRM, Commerce)
How to Create Confidential Business Opportunities

Is there any option to hide the BO record, or hide the name of the customer and Description to keep the record confidential?Ex: We have CRM Group ABC. In this group we have:Rep 1Rep 2Rep 3Rep 4Rep 5When Rep 1 creates opportunity everybody in ABC Group can see this opportunity.Is there any option to hide this opportunity as this is confidential? Only Rep 1 + CEO/Line Manager should be able to find this opportunity in the system. I tried to set it up using CRM Access IFS Online Documentation, but something may be missing.

401
J
Sidekick (Employee)
Peter.Buitenhuis
Sidekick (Former Employee)
Peter.BuitenhuisSidekick (Former Employee)
asked in Distribution (CRM, Commerce)
Invoice non inventory sales part lines at the same moment as a shipment

 How can I invoice non inventory sales part lines at the same moment as a shipment?Example:Customer Order has 2 lines, 1 with an inventory part and 1 non inventory part. Shipments are used to send the inventory part to customer. Invoicing should include the non inventory part at the moment of shipping the inventory part, but as it is non inventory it is not shipped so a manual action is needed to get it delivered and invoiced which is error prone and inefficient due to the transaction volume.

5489
J
Do Gooder (Partner)
T
Do Gooder (Customer)
TroodlesDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
CRM Sale Process - Validation Type Stop

In Apps 10 UPD I have Sales Processes set up with Validation Type ‘STOP’ on All Actions.The Guidance in IFS says this:However, users are able to move to the next Action or next stage without the first Stage being completed.  Have I failed to set something up?I do not want users to be able to move to the the Stage until the previous one is completed. Can anyone advise as all IFS guidance says it should not move on.  ThanksTrudy  

443
T
Do Gooder (Customer)
T
Hero (Customer)
TosohLBlumHero (Customer)
asked in Distribution (CRM, Commerce)
Can't Print Preliminary Credit Invoice

We created a Credit Invoice from a Customer Order Invoice.  It created in the Preliminary Status, but does not give us the option to Print.  Can anyone explain what is causing this? 

2305
YvetteUtpadel
Do Gooder (Customer)
NikhilMalik
Sidekick (Employee)
NikhilMalikSidekick (Employee)
asked in Distribution (CRM, Commerce)
CRM Panel error - Page isn't working right now.

I am working with a Customer’s CBP environment on Cloud 23R2. I was able to download the CRM Panel manifest file and upload it on to Outlook.I can see the IFS CRM Panel Add in, however on clicking it - I see the below error: What am I missing from a setup perspective? Appreciate your inputs.

654
NikhilMalik
Sidekick (Employee)
L
Do Gooder (Customer)
luca.pucciniDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Chinese characters

Hello Everyone,I'm encountering an issue with Chinese characters when generating an email attachment. The goal is to list the Customers and Suppliers created after a certain date and send the list in CSV format via email. To achieve this, I wrote the following PL/SQL block. However, the Chinese characters in the Customer and Supplier names are appearing as garbled text in the CSV file. What am I doing wrong? Many thanks!  DECLARE  last_run_    VARCHAR2(32000) := '&NEW:CF$_ECP_LAST_RUN';  start_date_  DATE;  customer_id_ VARCHAR2(32000);  supplier_id_ VARCHAR2(32000);  name_        NVARCHAR2(32000);  filename_    VARCHAR2(32000) := 'new_customer_supplier.csv';  subject_     VARCHAR2(32000) := 'New Customers and Suppliers';  email_from_  VARCHAR2(32000) := 'from@something.com';  email_to_    VARCHAR2(32000) := 'to@something.com';  email_text_  VARCHAR2(32000);  attachments_ Command_Sys.attachment_arr;  attachment_  CLOB;  exist_       VARCHAR2(32000) := '0';    CURSOR get_cust_ IS   

300
L
Do Gooder (Customer)
Mark.Feldpausch
Sidekick (Customer)
Mark.FeldpauschSidekick (Customer)
asked in Distribution (CRM, Commerce)
Hubspot Integration?

Has anyone out there integrated Hubspot with IFS?  Creating a lead in IFS from Hubspot and two way integration with customer contacts?

10485
S
Do Gooder (Customer)
A
Sidekick (Employee)
Alex_MeeSidekick (Employee)
asked in Distribution (CRM, Commerce)
Business Opportunity Email Connection

Hi All, In the Business Activity, I can attach Emails from Outlook and they are displayed in the References Table as shown below.Whereas, the Business Opportunity, I do not see where the Outlook Email is being displayed. Any thoughts? Thank you,Alex

722
A
Sidekick (Employee)
A
Sidekick (Employee)
Alex_MeeSidekick (Employee)
asked in Distribution (CRM, Commerce)
Send Business Opportunity to CRM Outlook panel

Hi All, I have created a new Business Opportunity in IFS Cloud, but I don’t see a button to send the Business Opportunity to the CRM Outlook Panel?  The Business Activities has this functionality, but I don’t see it for Business Opportunity. Any thoughts? See below, there is no button to send to CRM Outlook.Thank you,Alex

1172
A
Sidekick (Employee)
eqbstal
Superhero (Partner)
eqbstalSuperhero (Partner)
asked in Distribution (CRM, Commerce)
Usage of Replacement Parts on Sales Contract

One of the options on a non-inventory sales part is to have it replaced by another part. This works great on a customer order. One is correctly notified that a replacement part was found and automatically the new replacement part is overwriting the entered sales part.However, on a sales contract we have the Revision and Items. This allows to include also a non-inventory sales part, but the replacement part is not checked. Resulting that an incorrect part is used. One is not even notified of the replacement part number to be used.One should really deactivate the replaced non-inventory sales part in order to overcome delivery of an ‘old’ part.Anyone that can help me understand what the logic behind this is?

260
eqbstal
Superhero (Partner)
N
Do Gooder (Customer)
nyoungDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Does the B2B Portal require a licensed user?

Simple question, just can’t find a definitive answer anywhere. Looking at setting up the B2B Portal, but need to know about Users. If someone is going to log into the B2B site, do they need to be a fully licensed user?

1221
Asela Munasinghe
Superhero (Customer)
R
Do Gooder (Customer)
reimccabeDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
PO line limits

Does anyone know if the PO has a max number of lines?  We are on Apps10, UPD20.Mary

250
R
Do Gooder (Customer)
A
Sidekick (Partner)
aconsultSidekick (Partner)
asked in Distribution (CRM, Commerce)
Increasing Shipment ID#

I have a client who wants to increase the beginning Shipment ID # to a higher number. There is no Shipment ID option in the Coordinators Group to change this. Is there any known option of changing/increasing the beginning Shipment ID#?

692
Marcel.Ausan
Ultimate Hero (Partner)
A
Sidekick (Customer)
alackasSidekick (Customer)
asked in Distribution (CRM, Commerce)
Manual Taxes in company using Avalara

We are running apps 10.   We are looking to upgrade to cloud next year.    We are using avalara for collecting taxes for US and Canada.   We have a unique situation where we need to charge 10% “Tax” on a customer.    If we add the tax codes to the customer all is good until we create the order.   they then do not get copied over to the customer order.    So we went in and manually added the 10% tax to the customer order lines and charges and the order looked good.   When we created an invoice it dropped the taxes and posted to the GL and Accounts Receivable with no tax.  Now we can add a “Charge” to the order to get the 10% “Tax” on all the lines.   but that charge will not include the other charges.    Anyone got any good ideas on how tell The IFS/Avalara interface code that this country is not taxed thus do not drop the manual tax codes? 

680
A
Sidekick (Customer)
K
Do Gooder (Partner)
Kasun-GamageDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
IFS CRM - Outlook add-in is not working for the IFS cloud

Outlook add-in is not working for the IFS cloudSome users are getting the following errorWhat do you think is the best way to solve this?The user has the following version 

1482
Nikila Dis
Hero (Employee)
H
Do Gooder (Customer)
hercellisDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Edit Report Reference on Quick Report

We are upgrading to IFS Cloud and we are trying edit a Crystal Report based Quick report and when we click the Edit button we are unable to alter the Report Reference field.  When I tried to click the Update Crystal Report button an upload from the file location I receive an error stating:ReportLayoutCrQr.The “Report Layout Cr Qr” has already been removed by another user. 

1383
S
Do Gooder (Employee)
A
Do Gooder (Customer)
ANISTODo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Changing max length of a field

Hi Community,I have changed maxlength of a field from 25 to 50.However, it’s not possible to save under under Shipment Handling Unit Structure . Can anyone tell me why? 

1521
S
Hero (Customer)
M
Sidekick (Customer)
mdezziSidekick (Customer)
asked in Distribution (CRM, Commerce)
Disconnect Business Activity from Opportunity (IFS Cloud)

We are on 23R1 and we currently use the “Connect to Opportunity” functionality on the Business Activity. We are trying to figure out if there is a way to disconnect an activity from an opportunity in the case where it may have been connected to the wrong opportunity. We can’t seem to find any way in the web ui or in the odata API to disconnect. Is it possible? 

462
M
Sidekick (Customer)
T
Hero (Customer)
TosohLBlumHero (Customer)
asked in Distribution (CRM, Commerce)
Schedule B Numbers

Where do you store Schedule B numbers needed for export from the US?

90
T
Hero (Customer)
A
Sidekick (Employee)
Alex_MeeSidekick (Employee)
asked in Distribution (CRM, Commerce)
CRM - Outlook Address Book

Hi IFS Team,Is it possible to synchronize the Outlook Address Book to IFS to add contacts to CRM Account?For example, the address book below could synchronize contact information into IFS?If this answer is that no Standard Functionality exists for this, then would this be possible through a customization?Thank you,​​​​​​​Alex

471
M
Hero (Employee)
A
Sidekick (Employee)
Alex_MeeSidekick (Employee)
asked in Distribution (CRM, Commerce)
CRM Outlook Panel - Custom Field

Hi,Does anyone know if any new IFS releases have made it possible to configure the Outlook Panel to add custom fields?Thank you,Alex

571
M
Hero (Employee)

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