Distribution (CRM, Commerce)

In 25r1 we now have a delivered mailchimp integration from Marketing Campaigns.  I can’t quite see how to turn it on.  There is a system/template BPA called CrmMailchimpIntegration.  And there is a button on the Marketing Campaign Action to create an external campaign (but the button is inactive).  I believe that the BPA needs to be deployed to activate the button, but the BPA cannot be deployed because it’s a template.  If you copy the BPA to another ID, you can deploy it, but then the button would not know to call that BPA ID?What am i missing…?

Which versions of Outlook is the CRM Panel compatible with?We work with IFS Cloud on premise. 

Hi All.We have received an inquiry from a customer and would like to know how to implement this in IFS Cloud.1. For example, when sales reach ¥1 billion, grant ¥100 million worth of service credits (similar to point management systems used by electronics retailers or Amazon).2. Subsequently, when receiving orders from that customer, offset the order amount using the service credits. If any balance remains after the offset, we want to generate an invoice for that remaining amount.3. It should also be possible to combine and use multiple service credits together.4. Service credits should have an expiration date and become unusable once expired.This functionality corresponds to the rules in IFRS 15.70 - 72.

I got a question from a team member, who had made their Business Activity under a Sales Quotation. This Sales Quotation is connected to a Business Opportunity, but the Business Activity doesn’t show in the Business Opportunity - only on the Sales Quotation.Is this normal in IFS Cloud? We would like to see Business Activities made for Sales Quotations also to show under respective Business Opportunity. We strive to work mostly within the Business opportunity module, and now there is a risk the data regarding the Opportunity becomes fragmented and Activities must be searched for in different places. There might be several opportunities ongoing for each account simultaneously which adds to the risk of fragmented data in my opinion.

Hello, We are using B2B as a customer shop portal with some CRIM’s to approximate the functionality to a webshop/B2C. The functionality is limited and suboptimal given that our basic need is a B2C portal. However, the implementation project chose this option over a third party webshop. We have approx 20 000 B2B users. Sidenote: I am starting to wonder if any other IFS customers in the world are using the B2B portal like we do. If someone has any references, experiences or know anything about this, please DM me.  The matter at hand: Is there any way to separate B2B from MAIN visually, to help the end-user understand where he is? Currently the only distinction is the URL, which is not intuitive for end-users:MAIN: https://ifs.prod.no/main/(...)B2B: 

We have a supplier agreement where the header status is Active, but the part lines are showing status Closed. Because of this, no updates are happening on those lines.Our requirement:We do not want to create new lines. We want to know if there is any way to reopen or reactivate the closed part lines under the same agreement.If reopening is not possible, what is the recommended approach to proceed without creating duplicate lines?Any best practices or configuration tips would be appreciated. 

Hi friends,I want to use business lead form in my mobile.I can create a lead but in address section when I want to edit or create an address I can NOT see address1,address2 and … fields.This issue is NOT observed in IFS Aurena in my computer, this issue is only in my mobile.Does anyone faced this issue?Thanks

In 25R1, using the CRM Companion AppI notice that on the Business Activities tile, the entire list of activities are displayed, not just for the User who has logged in.Is there a way to configure the setting to display only the activities relevant to the User ?

Hi!We have added free text field to footer file and made translations  for that. Problem is that it is not picking translations when printing out the documents. Tried to refresh cache memory etc but no help.  Just picking original text to all documents. 

Hi All,I am seeing following error when report picking for project inventory. I am using pick by choice with in the same project but belongs to different activity.  Here is my inventory part in stock record.  My CO is project connected to the activity 100000069 but in manual reservations I can see both the activities related stocks as its under one project.But when I try to pick by choice with a different activity in the same project I am getting this error. Anyone know whats the issue with this?Thanks,Chamath

What is the effect of enabling the “Show Week Number” button under Account Settings?Also, when I enable the button, leave the window and return to the window, the button is again disabled. Why am I not able to enable the function? 

I found the module (machine learning) which enables predictive scoring for Business Opportunities. The product documentation says something, but leaves gaps in helping to understand how actually the predictive score is calculated.Does anyone have documentation or knowledge on how the predictive score is calculated?Are there lobbies or ready-made reports which uses the predicive score for forecasting? Does it take into account the BO probability also?

Hi,Is anybody knows where i can parameter the url launched by the print of the sales contract ? For the moment it launch the wrong URL.   

Hi Team,I’m running inter-company flow with direct delivery. Let’s assume for a particular demand, I created two shipments from supply site. How can I now record one shipment as completed in register direct delivery page at once without selecting all the lines manually?Register direct delivery page has no reference to shipment ID and it shows line wise.

HiThere is already a post with this question. Do you know in which release this issue will be resolved?Thanks a lot for your answerBRChristèle

When I first login to IFS Cloud (24R1) and release a customer order I receive this error “Execution exception.sender thread caused by ifs.fnd.connect.senders .connectsender$temporary failure exception: exception while sending data caused by: java.net.socketexception: connection reset.”  I release the order again and the error goes away.  It seems to be the first time I log into the application.  It doesn’t bother me but is not acceptable for end users.We do utilitize Avalara integration, so I am wondering if it has something to do with that.

Hi, We can add Related Account (referance to another customer - Customer B) to a SalesQuotation belonging to Customer A.When we open Customer B - we can not see which Sales Quotations are ralated to this customer. Do anybody knows where to find it (overview of related SQ to a customer)? Account CRM does not contain this information.Br.Barbara  

Hi, We are on Cloud 25.1.5. Getting the below when changing the wanted del date of the customer order line (bring it forward by 3 days).  This part is set up for MRP spare part forecast. I can set the Wanted date after 27/11 but not before (sales qty =1). But as you can see from inventory availability planning, there is plenty of stock on hand for any date. Why is it fussing about the forecast not being sufficient? Thank you in advance.  

In previous versions of IFS (Apps9, Apps10) , there was an option to use https://rivaengine.com/product/integrations/ to synchronise Calendar, Contact and Tasks between CRM and Outlook.Is this still available in IFS Cloud ? Is there a need for this synchronization in IFS Cloud?   

Hello,is there an integrated mail client in IFS Cloud CRM or do I have to sent out emails with outlook planel? 

Hallo community!I am trying to configure IFS CLOUD to trigger a message when a Sales Part is not available that has a substitute part set up that is available.But so far, I have failed. What I found as the potential solution in the documentation is the following: But when I go to the Inventory Part Asse Classes page, there is no such parameter: Any ideas?Thanks,Gunther

In our setup we’re looking for the simplest way to regularly invoice a software license in IFS Cloud.Real-world scenario:We sell a software license that renews automatically every year and gets invoiced quarterly.Technically in IFSC:software license is represented with a non-inventory configurable sales part Service Contracts can trigger regular creation of Work Orders Request Contracts can trigger regular creation of RequestsThat’s why we’re wondering — what is the best and simplest way in IFS Cloud to handle recurring invoicing for something like a software license?And if the product is a non-inventory configurable sales part, how does that affect the setup or available options?Would love to hear how others have implemented similar recurring revenue models in IFS Cloud.

A new functionality called Assembly Kit has been introduced in 25R2, and this solution perfectly fits one of our customer requirements. However, there is a limitation when managing these assembly kits for rental use, as the system has a hard restriction that prevents modifying the contents of an assembly kit through an assembly order when the ownership type is a company rental asset. I understand this limitation exists because the assembly kit cost is calculated based on the component costs.However, we would be keen to know if anyone from R&D can confirm whether there are plans in the future roadmap to enable the Assembly Kit functionality for rental use as well.

An error "ORA-01403: no data found" we tried to release a blocked order in "Handle Blocked Customer Orders".   

Hello.By adding a new line in the purchase requisition screen in the no part requisition lines, we have the following error message when we mention the supplier :A Tax Code is required when supplier tax validation has Transaction Level selected on Company, Tax Control tabI noticed that the tax code is not automatically filled and even if we fill it, the error keeps poping.Other information, the status is set to planned.Any idea to fix this?IFS APPS 10 UPD 5