Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,101 Topics
  • 2,939 Replies

1101 Topics

C
Do Gooder (Partner)
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?  

5
C
Do Gooder (Partner)
4 months ago
F
Do Gooder (Employee)
FabriceDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Add new column name in duplicate check rule

Hi,I would like to know if it would be possible to add a new column name in the Duplicate Check Rule. For example to check for duplicate descriptions on the lead.If this needs a modification I would like to know if you think this would be feasible or if it would be too complicated to develop.Thank youFabrice

5
Jonas Feigl
Hero (Employee)
10 months ago
W
Do Gooder (Customer)
westjanDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Application defined event - STEP_REJECTED_NODOC

Hi, I am trying to set up an event to notify customer order’s salesman about rejected approval process. We have set up approval process on customer order line. When one step is approved, the next step’s approver corretly gets an email about next step approval information.But when one approver reject the step, noone gets email.I tried to set up app. defined event STEP_REJECTED_NODOC (i didn’t use APPROVAL_ROUTE_REJECTED event, becuase it is supposed to be dedicated to Documents only). When I put my username in section “Mail to” (let’s say IFSUSR user) i correctly receive email with reject info. But i need to send the info of “rejecting” to salesman of customer order. I tried to put to “Mail to” this API: customer_order_api.get_salesman_code(&KEY03) that gives me back username of CO’s salesman, but in the “Application messages” i see error “Mail address ‘To’ field is not specified”. When i run the API in sql developer i correctly get salesman code.Is ti possible to use API in “Mail t

5
Marcel.Ausan
Superhero (Partner)
6 months ago
arebbeadle
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)

How to setup Non-Inventory Sales parts?

I want to setup a sales part that can be invoiced but has no inventory cost and $0 zero sales price. It is not purchased part but just information. Is it possible as a non-inventory part? Thanks

5
matt.watters
Superhero (Partner)
5 months ago
S
Do Gooder (Customer)
SarahEkDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Calculate Costs on Configured Parts

Our entire business is set up as one inventory part set to Cost Per Configuration.  Over the years, we now have 50,000+ configurations IDs on that one inventory part.  How can I calculate and save standard cost?  I know I can do it one-by-one using Interim Orders or Shop Orders, but I need a systemic solution for all 50,000.  I’m looking for something similar to ‘All Parts Cost Calculation’.  Any help would be appreciated!

5
S
Do Gooder (Customer)
1 year ago
C
Do Gooder (Customer)
clilouiseDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

What access is need to be able to create correction and/or credit invoices?

I originally posted my question in Framework & Experience and it was suggested to me that Distribution would be more appropriate. So here I am. We are moving to a brand new IFS10APP with only part of the data being migrated. I seem to have missed something in terms of permission and/or access because my user is unable to create correction invoice and credit invoice eventhough he can create regular invoice. Any pointers where the issue might be? 

5
C
Do Gooder (Customer)
5 months ago
CheSusumY
Do Gooder (Partner)
CheSusumYDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Search Custom field response very slow

How can I solve this issue? Regards;Yasuda 

5
CheSusumY
Do Gooder (Partner)
1 year ago
C
Do Gooder (Employee)
CanDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Invoicing only possible if customer order is completely delivered

Hi, I have a customer requirement: It should only be able to invoice when customer order is completely delivered. For instance, with create customer invoices or batch create customer invoices.  Can we map this with standard functionally? Many thanks. BR Can 

5
B
Do Gooder
1 year ago
B
Do Gooder (Customer)
Buss StopDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

How to cancel a credit invoice?

Hi,Help needed please! I have raised a credit note for a customer and wanted to charge them an uplift fee. Instead of it taking the fee off the credit note it has given it to them on top of the credit. I now know that I have to put a minus figure in the charges in order to take it from the customer.I obviously need to correct this so what is the procedure for cancelling a credit note and re-raising it correctly? Thanks

5
T
Superhero (Employee)
1 year ago
E
Sidekick (Customer)
ElaineebiSidekick (Customer)
asked in Distribution (CRM, Commerce)

Intersite order processing

I have things working correctly until I get to Supplier Material and Register Arrivals.  Here is what I’m trying to do and where the issues are.  Running App10 UPD9 This all works great.Create customer order on site 2 with Int Purch Dir to site 1.  System creates PO for site 1 Supplier Run Automatic Order Processing on site 2 System creates Customer Order for site 1 with Purch Order Dir System creates Purchase Requistion for site 1 to Supplier Release, authorize and convert to PO Requisition creates PO for site 1 for Supplier with ship address to original customer order on site 2.  This is a purchase part with structure Run Automatic Order Processing on site 1 and Purchase order is set to released status What does not workSupplier Material is not available to know what to ship to supplier Can’t receive the product (Register Arrivals is blank for PO)

5
F
Superhero (Customer)
1 year ago
B
Do Gooder (Partner)
baptiste.herveDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

CRM_ Account Structure : Mix in Account & Leads IDs

Hi All,  A client of mine has similar IDs for Account CRMS and Leads : for instance an Account CRM ID 94 and a Lead ID 94. The problem is that when I want to associate the Account CRM ID 94 to another Account as a Child / Parent Account to create an Account Structure; ->  the system automatically select the Lead ID 94. I cannot find any way to block this, and it happens a lot with this client, who has many leads and account crms with same No/ID. Would anyone know how to prevent this ?  Thank you   

5
T
Do Gooder (Employee)
6 months ago
J
Do Gooder (Customer)
Jon1981Do Gooder (Customer)
asked in Distribution (CRM, Commerce)

Specific marketing campaign as source of Customer/lead

We would like to measure the success of specific marketing campaigns. Therefore, we require more detailed information like the source. It would be even ideal to generate a marketing campaign and directly enter leads out of this campaign. Do you have any experience or solution for that? How do you handle that today? 

5
Z
Do Gooder (Customer)
2 days ago
W
Do Gooder (Customer)
WafaaDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

RMA vs Discount on order line

Hello,I need your help please to better understand the RMA process: 1- I have a customer order line with discount that is invoiced.2-  I have created the RMA from the customer order line: The price showing on the RMA line is full price not including the discount.3- I have created a credit invoice from the RMA line: the credit also showing the full price not including the discount. My question is: should the RMA line retreive the price including the discount from the order line? Or we need to add the discount manually when we create the credit invoice? Thank you! 

5
W
Do Gooder (Customer)
5 months ago
I
Do Gooder (Partner)
InfSatyeSDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Error while approving order Quotation

When we approve order quotation system giving an error “The process type of the Requisition and proposed order should be same”. Can someone please help. 

5
Dilan Senevirathne
Superhero (Partner)
1 year ago
N
Sidekick (Customer)
Nicolas H.Sidekick (Customer)
asked in Distribution (CRM, Commerce)

Sourcing Rules Automatic

Hello,I hope someone can help me 😊.This is the scenario :When a CO is for the customer XXX, I would like to create a “Purchase Order Direct” , and when it’s a YYY or ZZZ customer i would like to create an “Invent Order” . ( It’s the same sales part )Can we drive the Sourcing rules automatically du to the customer ?These are the setting I made :Create a sourcing rule : With highest rank as Sourcing Objective.Create a sourcing rules per Customer and Sales Part   And this is the error when I create a line on CO : There is also the set up “Sales Part” Sourcing Option, but i’m not interested because it will always give the same choice for every customer. Did someone  know how to setting this properly ?Regards,Nicolas.

5
N
Sidekick (Customer)
1 year ago
ALHAGMO
Hero (Customer)
ALHAGMOHero (Customer)
asked in Distribution (CRM, Commerce)

How to reprint "Additional Invoice With QR Code" for a customer invoice?

We need to reprint the “Additional Invoice With QR Code”.With Order Report, no parameter is showing up.Reprint from customer invoice only proposes the Invoice layout, not the QR.Thank you for any feedback!IFS10 Update 11Regards Martina

5
FleRaphaP
Do Gooder (Partner)
5 months ago
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)

Contractual Performance Withholding and Warranty Retention

We have agreements with some of the customers and sub contractors we are working with for some of the services we deliver with regards to the payments they owe us [We don’t use Customer Agreement functionality in IFS yet and in App9] Invoce 1: There’s a down payment for € 1,000 + 19% VAT - When the CO is released, this has to be settled by the Custmer  Invoice 2: At an agreed milestone with the cutomer [Note that the customer retains 10% contractual withholding cost of € 2,200]    Invoice 3: At another milestone of delivering more quantities of the 2 services [Note that the quantities here are cumulative, so is the 10% Contractual Performance Withholding retention by the customer which makes the total retention is € 6,750 only at this point by the customer Invoice 4 [Final Invoice] - The services are fully delivered now and the rention goes down to 5% only via a new item called Warrenty Retention, meaning that the balance between € 6,750 and € 5,400 is returned by the customer now   T

5
Tharindu Illangasinghe
Superhero (Partner)
9 months ago
A
Do Gooder (Customer)
AshDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

customer order status not change from pick to deliver

Please help to solve below mention error on customer error. When status change from picked to delivery but line still remain in picked status. And background job shows this warning 

5
EqeRobertK
Superhero (Partner)
1 year ago
S
Do Gooder (Customer)
sandra.waudDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Agreements

I’m researching the use of Customer Agreements and I have 1 set up - what I am wondering is how you enter a Customer Order and ensure these prices get pulled through?

4
H
Hero (Partner)
3 years ago
ctaylor56
Hero (Partner)
ctaylor56Hero (Partner)
asked in Distribution (CRM, Commerce)

Customer Reference On Invoice Different than Order

We are trying to setup the scenario where the customer reference in the Customer Order needs to be different as the Customer Reference on the Customer Invoice.     We have 2 addresses setup on our Customer.  One is the default delivery address and the other is the default document address.   We have a default e-mail comm method per address.  When the order is created the customer reference is correct and the delivery address and document addresses are correct too.   Problem is when we create the invoice, the Invoice has the correct document address but the incorrect customer reference.  Is the only way to correct the default customer reference on the invoice is to use a custom event?

4
D
Do Gooder (Customer)
1 year ago
HoiAnushB
Superhero (Partner)
HoiAnushBSuperhero (Partner)
asked in Distribution (CRM, Commerce)

Incorrect delivered quantity mentioned in shipment delivery date

Create a Customer Order for 100 unit. Release. Reserve 50 units. Create Picklist for reserved quantity. Shipment will be created. Do the Report picking of 50 units. From Shipment Window header => RMB => Print shipment delivery note. Delivery note will be created. It says 100 Delivered and seems misleading.

4
HoiAnushB
Superhero (Partner)
3 years ago
S
Do Gooder (Customer)
svrmhuebnerDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Case quantities & Packing instructions

We have parts that are sold by the each, but our customer always buys them in case quantities (ex: 10 each). We cannot convert the 10 each to 1 case for various reasons, so I’d like to be able to use packing instructions to pack them in case quantities to avoid having the shipping personnel manually enter the weights and dims of each of the packages and then add the appropriate amount to the case. For Example:Part 82975 is shipped out as ten per carton in a 82122 box.I have created a Handling Unit Type of 82122 with the weights and dims of the box. We use this box on quite a few cases for this customer. I also created a packing instruction called C82975 which will then connect the 82122 box. I can then add the handling units using Apply Packing Instructions and adding the number of cases (in this example, 12) Then, I still need to add the ten each manually to the handling units to get the correct weights and dims. The ideal result is having the parts automatically pack into cases of te

4
S
Do Gooder (Customer)
4 years ago
lglover241
Sidekick (Partner)
lglover241Sidekick (Partner)
asked in Distribution (CRM, Commerce)

No Data Found

When publishing custom fields on the BusinessOpportunity logical unit I get the error “No Data Found”. When I go to the database the view is no longer present. Anyone ever seen this before?   

4
lglover241
Sidekick (Partner)
4 years ago
J
Sidekick (Partner)
JouniSidekick (Partner)
asked in Distribution (CRM, Commerce)

Undo customer consignment stock consumption

I have set up customer consignment stock. I deliver parts and then report cunsumption. Is there any way to cancell consumption reporting? Apps 9upd13 FYI: I have also setup custom objects to report consumption agains specific order, since there is full support in IFS standard code for that, but some reason client don’t support that. :)

4
Franck.G
Sidekick (Employee)
2 years ago
M
Do Gooder
MilSiddiHDo Gooder
asked in Distribution (CRM, Commerce)

Serial/ Lot Batch Number not Transferring in Inter Site Customer Order

Hello! Background: There are 2 sites (S1 & S2) each with its separate company (C1 & C2). Both have been configured to communicate for inter-site customer orders. When customer order is created on site S1 with supply code ‘Int Purch Trans’, a PO is auto created at S1 & an Incoming Customer Order is created at site S2 (which when approved, a CO is created at S2). Then CO at S2 is Invoiced/Closed with a part that is both Serial/Lot batch tracked. Now, GRN has to be done against the PO at site S1 to auto-reserve the part issued to CO at S1 via CO invoiced/closed at S2. Here, I’m facing a problem, i.e. the Lot batch Number & the Serial number aren’t being captured at the time of GRN. This process works perfectly fine if I do it for sites that belong to the same company.

4
Johan Lundström
Do Gooder (Employee)
4 years ago

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