Distribution (CRM, Commerce)

1190 Topics

K4uChrisCSidekick (Partner)

Hi allDoes someone want to explain how I can use this functionnality please? Thanks a lot for your quick answer BR Christèle

37017

11 months ago

TosohLBlumHero (Customer)

asked in Distribution (CRM, Commerce)

Actual Pickup of Delivery

We have a situation where we will prepare orders and deliver them in IFS, but then the carrier fails to show up to actually pick up the order. This causes an issue because AP has to wait for manual confirmation from our shipping area that the truck has actually picked up all of the shipments before they can create an invoice. Is there something in IFS that allow shipping to confirm that the order has actually been picked up?

3264

11 months ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Customer Orders Cant be created or edited since update to 23R1SU5

322

11 months ago

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

1825

11 months ago

christianrothSidekick (Customer)

asked in Distribution (CRM, Commerce)

Sales Price Lists, Customer Agreements and more

We have a pricing structure that consists of four different parts.A general price list where we set a cost and a price for each article Customer specific prices for the most common articles Regional prices for some customers i.e., a customer may pay different prices for the same service in different parts of a country, essentially multiple prices for one customer Project specific prices (for large projects)We are trying to understand how to best use the concepts in IFS Cloud to set this up incl. Sales Price Lists (Part based), Customer Agreements, Campaigns, Base price lists, Service contracts and more.What would be the recommend mix of these for an easy maintenance for our pricing structure?

7676

11 months ago

JPysznyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

CTO Sales rules - rule actions / action type: External - documentation

In IFS Apps 9 you can create your own rules (type External). Unfortunately, there is nothing in the documentation about creating such rules. There are only 4 examples in the code. The question is, did anyone use it and have any other examples or documentation?

6914

11 months ago

joeduDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

EORI number

Hello, Is there a field where to store our customer’s EORI numbers?This would allow us to print it on the sales documents and ease the customs processes.Thanks.

481

11 months ago

XAIVFRSidekick (Employee)

asked in Distribution (CRM, Commerce)

Customer Collective invoice is per site

Hi everyone, Per my understanding Customer Collective invoice is per site.In another words, that means Ifs is not able to group in one invoice, customer orders related to different sites.1/ Am I correct ?2/ I don’t understand the reason, Ifs has this limitation. Can someone explain ?3/ Which work around solution can be found ? Thanks for your time.Xavier

1178

11 months ago

Kithmini MallikaarachchiSidekick (Employee)

asked in Distribution (CRM, Commerce)

Business Opportunity can not modified due to an error

Hi Everyone,When I try to modify an existing Business Opportunity, below error is triggering."Inserting or updating records is not allowed when the revision is not in Active status"But there is an Active status revision (main revision) in the respective Business Opportunity. In addition this BO is having two other Revisions in “Obsolete” state. This behavior cannot be observed on Core environments.Anyone having an idea why this is happening?Regards,Kithmini

391

11 months ago

stephe_12Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Applying sales promotion deal

Hi, I have followed all the steps below to create a sales campaign but this is not working. Create a Sales Charge Type with Charge Category Promotion. Create a Campaign with a Sales Start Date today and a Sales End Date a couple of weeks ahead. In the Sales Promotions tab, add Deal ID 1 with the Charge Type from step 1. Enter a Buy ID and then enter the Sales Part and Min Qty. In the Get section, select the radio button for Discount (could also be price or discount amount) and add a discount. Add a Get ID and enter the Sales Part. Add a site in Valid for Sites and also a customer in the Valid for Customers tab. RMB to Activate it. Create a new CO header for the customer and save. Add a CO line for the minimum pcs of Sales Part. The system informs that the sales part is connected to sales promotion deal 1. Release the CO header, which will trigger that the Sales Promotion calculation is executed. This will result in Sales Promotion charge line being added.I do not have any sales promo

1282

11 months ago

sbrockdorfDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

App9 DevStudio Model File Missing for Custom Report

Is there a way to locate a Model file for a custom operational report? I was researching another report when I noticed that a previous report is no longer listed in our Project. I can locate the schema (xsd) and rdf files but the model (.report) file is no longer showing. The report is deployed and is running. Is there a way to get the .report file back/recreated? We do not use the build_home concept for our custom objects.

11 months ago

TimVascoSSidekick (Partner)

asked in Distribution (CRM, Commerce)

EDI Samples

Does any one have some samples of xml files to be used on EDI flows for IFS 10?flows we are using and testing in a portuguese customer are:Receive Files for Customer Order Customer Order Change Purchase Order Confirmation Supplier Dispatch Advice Supplier Invoice Purchase Price Catalog Sent Files Customer Order Response Customer Dispatch Advice Customer Invoice Customer Agreement Price List Purchase Order Purchase Change Order RegardsVS

155112

1 year ago

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

1965

1 year ago

ifbpaabbrDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Zip Code in Supplier screen

Hi Why doesn't the Address1 field of the Supplier, Customer, and Company screens auto-populate when we select a Zip Code?I set up the Zip Code on the screen itself, linking the country, state and city and even so, the system still doesn't fill in Address1.

331

1 year ago

Rasmika NavaratneSidekick (Partner)

asked in Distribution (CRM, Commerce)

Migration of module -SCENTR to IFS Cloud

Hi, We are migrating data from Apps8-Support Issue (Module-SCENTR) to IFS Cloud. But in the IFS cloud we couldn't find the module-SCENTR and a page called ‘Support Issue'. Data is not there in the IFS cloud’s "Case Issue" either.So we would like to know how the Module-SCENTR is mapped to the IFS Cloud. Thank you and best regards,Rashmika.

482

1 year ago

JannetteCHero (Customer)

asked in Distribution (CRM, Commerce)

Sub Contract status changes

Hello all,I am wanting to capture when the revision status is changed, I have created the following event but it is not being fired, can someone point me in the right direction.

140

1 year ago

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

625

1 year ago

EILCTHOMPSONSidekick (Customer)

asked in Distribution (CRM, Commerce)

Slow Searches for Customers

Hi AllWe are finding that searches for customers and contacts are taking between 1-2 minutes to return the results.Examples:‘Customers - Sales Specific Information’ screen Search on ‘Post/Zip Code’ Results take 1-2 minutes to return ‘Account Contacts’ screen Search for part of a contact name Results take 1-2 minutes to return ‘Customer Order’ screen Click on ‘Customer’ drop down Click ‘Find’ In the slide-out screen, search for full or partial Post/Zip code Results take 1-2 minutes to returnThese times are not acceptable in general but additionally not acceptable when you have a customer on the phone waiting 1-2 minutes before you can even find their account. What can we do to improve the speed? Are others facing the same? Thanks

1031

1 year ago

baptiste.herveDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Lobby _ Duplicate / Import issues

Hi All, I have an issue when I want to duplicate existing lobbies on IFS Cloud 22.1.9: “Business Opportunity Management” or “Business Opportunity Win/Loss” or export then import them. This is the following issue that appears : Do you have any idea how to solve it ? Thank you in advance, Best Regards,

590

1 year ago

PierrickDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Business opportunity : go from confirmed status to in progress status without creating a quotation

Hello,In a business opportunity, is it possible to go from confirmed status to in progress status without creating a quotation ? RegardsPierrick

362

1 year ago

Alex_MeeSidekick (Employee)

asked in Distribution (CRM, Commerce)

CRM Sales Process - Approval Hierarchy

Hello,I have a customer that is curious if there is a method to leverage the “Approvals” in the CRM - Sales Process - “Action Steps”, and create the Approvals in such a way that a hierarchy can exist. For example: Line Manager approvals first, and then the Director approvals second.Their requirement reminds me of the Purchase Order/Req Authorizations functionality with the “Routing Steps”.For what its worth, they are running Apps 10 “Aurena” on Software Update 19. Thank you,Alex

1633

1 year ago

LinkSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Product catalog (BMEcat)

Dear community,I wonder if we can export a product catalog (in xml) from IFS for customers.Does anbody have an idea?How to use it?

1384

1 year ago

mpmysightDo Gooder

asked in Distribution (CRM, Commerce)

Sales Quotation Lines List of Values Not Showing

When I select this particular customer for the sales Quotation, I do not get any list of values to show up when I choose the option. The resulting window has no items.Other customers are okay. I can’t seem to figure out the linkage as to why the dlgDynamicLov isn’t loading.Thank you.

1007

1 year ago

JoDeHero (Customer)

asked in Distribution (CRM, Commerce)

Customer Template functionality

Does anyone have documentation of this functionality in terms of what data it copies from the customer template? I’ve looked on the IFS documentation website but I can't seem to find the details on it.

2046

1 year ago

KezziaKDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Trace Enquiries Through Lifecycle

Hello, hivemind.We receive hundreds of enquiries in our “info@” account every week. Our receptionist creates Opportunities or Leads for our Business Development Team, based on whether or not they appear to be an existing Customer. Our Marketing Team needs to trace where our enquiries come from.I really hope that I’m missing a trick, but I can’t see any way of monitoring where an enquiriy came from when it’s for an existing Customer or how to follow that enquiry through to fruition? TIA.

1 year ago

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Distribution (CRM, Commerce)

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