Distribution (CRM, Commerce)

Dear All, In the past, when we released a CO with Shipment type ‘NR’, IFS would automatically create a shipment for all CO Lines, but would exclude the Non-inventory items. In recent versions of IFS cloud, the non inventory items are added to the shipment. But is this a setting or not? In my current case, this is absolutely not desired by the client, and I was hoping since it was not like this in the past that this would be controlled by a setting on the Company/Site or some Basic Data. Can anyone comment on this or provide some tips? Best RegardsRoel Timmermans

IFS Cloud 24R2;The scenario is such that there is a Business Opportunity for an Account and this is driven by a Consulting firm, I wish to add this Consulting firm as a Contact on the Business Opportunity. I have created a new Business Opportunity using the following steps :1.Using the New Business Opportunity wizard 2.Added Mandatory Description , selected and Account and Currency3.Viewed the Business Opportunity4.In the Contacts section, I have added a new contact 5.Selected an Account whose Category is ‘Other’6.Selected a Contact for that Account7.Application prompt - Do you want to add this account into related accounts - selected yes8.Contact line and Related Accounts line is populated correctly. Problem :When I go into the Account Contact screen for the additional contact I added, the Business Oppotunity section does not show the Business Opportunity to which this

Hi All,The requirement is, when sending out e mails (promotions) to our customers through CRM, we want to see how many customers have read our sales promotional e mails, how many have forwarded them etc., How can we get this information through IFS Cloud CRM?  Thank You. 

Dear Community, We have a customer which owns several companies. They have defined a group credit limit applicable for all the Customer Orders placed on all entities of the group. As the credit limit is own at company level in IFS customers, what is the best practice to apply this limit on all the companies within the full group. IE : Credit limit at group level is : 500 000 $ t = 1 Company A received an order of 300 000 $t = 2 Company B received an order of 150 000 $t = 3 Company C received an order of 75 0000 $ => blocked due to credit limit Regards  

Hi,  Can someone confirm if there is functionality in IFS Business Mails when an outgoing message is being sent out via CRM Panels. Is there any functionality that will confirm if the outgoing message has been read or not and is/can this be saved into the Business Mail in IFS?  I’ve not come across this functionality in the documentation I’ve read so far but wondered if it exists in Apps 10 or IFS Cloud?  Thank you. 

Hi,  Can someone please confirm that without use of a custom script; mass reassignment of a CRM Main Rep to a Customer is only possible in IFS Cloud and not possible in standard Apps 10 (U23). Or is there some functionality/screen that a find and replace is possible? Same goes for the Sales Person record on the Customer screen, Order tab. Thank you. 

Good morning, can someone provide me with an explanation regarding the logic behind the operation of the page for Sales Part Cross Reference? Why, after saving a record on this page, am I unable to edit the field Customer's Part No? Is there any logical justification for why it is locked for editing? For now I can only delete the record and add a new one...  

Hello, I have IFS10 environment configured with RMPANELifsqa.customer:48080/main/ifsapplications/projection/v1/RmPanelHandling.svc/MailRecipientsdoes not give me any data.Output is like{"@odata.context":"https://ifsqa.customer:48080/main/ifsapplications/projection/v1/RmPanelHandling.svc/$metadata#MailRecipients","value":[]}can any one suggest if this can be datasetup issue or any thing elseregards 

Service quotations, different to Sales quotations, appear to lack the details tab of the sales quotation where payment terms can be specified.Has anybody come up with a workaround to this limitation or knows if there are plans to implement this functionality, before doing a modification.Many thanksDominik

Hello,Currently we are using IFS Cloud and our customer invoices dont have the Prepay and Add charge that is added to our shipments. We use the invoice report to create invoices, not the collective invoice, which did have the PPA charge appear on the invoice.How can we fix this? We currently have create customer invoice set as a batch job but will switching to the create shipment invoice fix this issue? or does the shipment invoice have different fields/parameters as the customer invoice? We dont want to lose the charges and the original information the customer invoice has

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? 

Hi Community, An order has been closed and invoiced. However, we need to change the Wanted Delivery date on the Order Lines. Please, how can we do this?Thank you! 

Hi AllSo far I've tested unsuccessfully in ifs 24.1.1 the following scenario. Received a PO into Inventory and moved those parts to a RWH through Shipment order. However the Demand ref1...4 is empty on the Shipment order line. The expectation is to fetch the demand PO # as the ref no on the Shipment order line. Can someone help fetch that through their testing and advise me? Where do I set the demand code for that?  Also if there are multiple PO receipts where multiple Demand Refs can be shown on the Shipment Order, its ideal [upto 4 I guess] Thanks,Asela

Receiving the error “This customer order line is not valid for use on this RMA line.” when adding customer order line into an RMA.  Original customer order is Invoiced/Closed and not used on any other RMA.  Tried with both Customer order and Shipment ID options but the result is same.   Any idea why this is happening? Note : This is order specific error. 

All,I have been working on a success engagement with a customer who wants to do their ABC analysis in a manner different from the standard way IFS calculates it. The standard method is based on the sales transactions but if you have high volume items that are in stock and not yet sold (large engine assemblies that are infrequently sold) or low value but high-volume items (such as fasteners that can be replenished in days), the standard method may result in false settings. The current calculation does not have any consideration of the items' lead times.The customer would rather set the value of the items to set the ABC class based on their value rather than the sales amount.Has anyone encountered this dilemma before and if so, how did you handle it? We COULD use an external script to do this evaluation, so I'd appreciate your guidance on this! Thanks!

In Business Opportunity Pipeline Chart, you can apply filters and generate the filtered list of Business Opportunities below the chart. I can enable editing of the Business Opportunities list on this page, but any changes do not flow to the actual Business Opportunities. Is it possible to link these?Ideally, we’d like to conduct cadence calls using this screen and edit the Business Opportunities at the same time.Thanks!

How to bulk edit Business Opportunities in IFS Cloud:Navigate to Business Opportunities and open Page Designer Under OpportunityOverviewPage, expand Content and select Business Opportunities list Scroll down to Opportunities List details and enable Crudactions Under Crudactions, enable EditAny updates made to Business Opportunities will update the Business Opportunity. However, you can skip sales process stages on Business Opportunities and the skipped stages will not close on Business Opportunity. I haven’t found a solution to this yet.

Good morning, Which settings defines which field you enter price on customer order line? Sometimes it’s field “Price Incl Tax/Curr” and sometimes  “Price/Curr”. Both of customers are in the same currency.  price/curr fieldprice incl tax/currBoth of them are with tax code 5%.

Hi Team,I’m hoping to execute IPR without using forecast option which feed from Demand planner. Yet I face below error: INVPLA module is installed in the system and there is no demand plan service. Do system admin needs to enable any other service to use IPR functionalities ?

Hi, I am getting this error message when I am changing the field “Price UoM” in Sales Part: Does anyone know why this is not possible? (Background why it is not possible) Many thanks. Best Regards Can

My sales team is using Business Opportunity to add lines and only moving to Sales Quotation when the quote is ready to be generated for the customer. They wish to see “Available Qty” on Opportunity Lines just like the native field displays on the Sales Quotation Lines. It doesn’t appear I can create a simple read only reference field for this and need a select statement. I haven’t been able to get one to work, can someone offer assistance?

Is there a way in the Export Control module to set the Denied Party setting for a Customer record that is still a Prospect?The sales force entered the Customer record and created a Business Opportunity, but during our pre-quote review we discovered the Prospect is a Denied Party.  We want to add them to the list to prevent potentially missing this in the future, but when we try to add them to the Denied Party - Customer we get the error Customer 700413 is not of category Customer.

Hi,Many of our users who are attempting to use the CRM/SRM add-in outlook face the issue with it keep loading forever. For other users, it loads up fast. Has anyone faced this before? TIA 

Hi, We’re implementing the CRM module and I want to generate automated notifications-by email- that would be sent to the main representative in a Business Opportunity. We’ve created a custom field called “follow up date” which as the name states it is the date at which we should follow up with the prospect/customer. The idea would be to send an email reminding the rep to check a BO 7 days before the follow up date so they don’t forget any BO. Here are the conditions: Status NOT IN (‘Cancelled’,’Closed’) CF$_Follow_Up_Date <= sysdate+7How would you achieve that ?Thanks! PS: we’re running on IFS Cloud 24.1.4

My sales team is using Sales Quotation and is requiring the team to complete the Request Receipt Date field before the quote can be sent. They wanted the same field on Business Opportunity (custom field created) to feed this native field. If the salesperson forgot to input a date on the BusOp, they would still be able to on the Request Receipt Date on the Sales Quotation. I have been unable to figure out how to have the field on the Sales Quotation populate with the date entered on my custom field on the BusOp. Does anyone know how to accomplish this?