Distribution (CRM, Commerce)

romanesuDo Gooder (Partner)

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

10 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

10 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

620

10 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

10 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

16417

10 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

10 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.

1066

10 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

993

10 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

11 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

11 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

11 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

11 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

11 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

1101

11 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.

1100

11 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?

820

11 months ago

CDEDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Edit Opportunities or Accounts from a list

Hello,In IFS Aurena, it is possible to edit a list of Leads directly from the Customer Relationship Management/Leads Pages. See below :However, it does not seem possible in the same page for Opportuinities or Accounts CRM, see below:View from Customer Relationship Management/AccountsView from Customer Relationship Management/Business OpportunitiesIs there a way to activate this “edit” fonctionnality both for Accounts and Opportunities ?Many thanks

151

11 months ago

COVJAMIEBHero (Partner)

asked in Distribution (CRM, Commerce)

Customer Consignment Stock

Does anyone know what the function is for these two fields?

1612

11 months ago

dsextonDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Address Type of Document

What does the Address Type of Document do in IFS on specific address records when it is not marked as the default?

664

11 months ago

Darshana BandaraDo Gooder

asked in Distribution (CRM, Commerce)

Adding Royalty to sales price

Hi,Can anyone provide a way to account royalty % or amount into sales price. Need to include this to customer order line Price. Thank You.

612

11 months ago

arebbeadleHero (Customer)

asked in Distribution (CRM, Commerce)

Where are the PDF files created for Print Manager?

Where are the PDF files created for Print Manager? What server is creating the PDF that get printed? We have reports that are “Waiting” in Print manager and don’t process. Is the issue with the “Middleware” server or Print Agent server that runs Crystal web services? Are PDFs physically created before they print? We continue to have interruptions in printing and I am trying to figure out where it is failing. I try “Restarting” the jobs but nothing happens. Could Antivirus/Microsoft Defender cause an them not to print?Jobs stop once or twice a week at different times and the only way to get the jobs printing is to restart the print server.We are on APPS10 UPD11 IEE.Can someone help?

440

11 months ago

CdcAnnaaVDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

ESG reporting

1) How it is possible to report directly to the EU - is this true application in MS Teams called "IFS Cloud sustainability"?2) this application is only for IFS cloud, how is it possible to report in application 10?3) which of the topics of ESG areas (Environmental issues, Social issues, Governance issues) are suported in IFS nd how can we use it?

2295

11 months ago

Priyanka.MasseySidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM Panel/ Error when trying to create Business Opportunity using the Panel

Entered some values in the CRM Panel while creating a BO LIKE prob% and opportunity type and when clicking save got an error message :

622

11 months ago

Priyanka.MasseySidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM PANEL / Saved Search Option

Any idea what this means and how we can use “/” for searching?

381

11 months ago

Jwsc0964Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Inconsistent behavior adding lines Authorized PO using PO Changes

My customer is noticing inconsistent behavior when converting from a purchase requisition line to PO vs converting from an approved RFQ to a PO. when the PO is authorized and all changes to the PO must be via Change Order.If you try to convert to a Purchase Order from a requisition, the PO is never listed because change orders are turned on. For whatever reason, when converting an approved Quotation, the PO is available to select but we get an error that reads:“New lines cannot be entered when the order has been authorized and when the Allow Changes to Order Option is not set to Within Order Amount.”It would seem the option to select the PO as an option for adding the RFQ line would not be available if the line is not available from a requisition.Please advise.Julian White

350

11 months ago

Page 8 / 49

Distribution (CRM, Commerce)

Badges

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded