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Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,280 Topics
  • 3,289 Replies
1280 Topics
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Sales Part does not exist

I ran to the below error when trying to create Customer Order from Sales Quotation through the header RMB. Strangely all the sales parts in the Quotation are available. How could this happen?  ‘Show Details’ dosen’t give the part no. Salesperson is different from the Coordinator. Not recreatable in the testing environment to report to IFS :(  

73225
Rasika Lakmal
Superhero (Customer)
arebbeadle
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)
How to close old Customer Orders when Quantities are different

We have hundreds of old customer orders that need closed but we can’t?  The sales Qty is greater than the delivered Qty and invoiced Qty. Is this an R&D issue? Example; customer ordered Qty(4), we delivered and invoiced Qty(1) and now the order is so old the customer does not want the remaining Qty(3) or the customer no longer exists. How can we clean up these orders?Thank you, Different Qty 

50820
R
Hero (Employee)
K
Sidekick (Partner)
K4uChrisCSidekick (Partner)
asked in Distribution (CRM, Commerce)
Calendar Sync Configuration

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

44217
T
Hero (Partner)
B
Sidekick (Customer)
BLLBrucemoSidekick (Customer)
asked in Distribution (CRM, Commerce)
APPS 9 - Is it possible to schedule external customer invoices import?

We have a process that outputs a CSV file which we manually load into IFS using the external customer load assistant.Is there a way of scheduling this task??Thanks for your help

30316
B
Sidekick (Customer)
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Auto Close Business Opportunity

I am wanting to understand why the business opportunity does not auto close when the attached sales quote was converted to an order and subsequently closed. Example: BO#1 → Converted to SQ#1 → Converted to CO#1 BO Status = Confirmed - why is this not closing?SQ Status = ClosedCO Status = Released

20116
B
Superhero (Customer)
N
Do Gooder (Customer)
nategerstDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Customer Order Status - In Process (Apps 10)

When releasing a Planned Customer Order, our order status goes into an “In Process” state rather than Released. We have tried turning off custom events and other aspects to see if anything was impacting the status.   

43014
P
Superhero (Employee)
T
Sidekick (Partner)
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

214814
P
Superhero (Employee)
M
Do Gooder (Partner)
MarcoKressigDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
Aurena: Attached List of a Projection should add primary key to a new entry

Hi, so I am trying to configure a “fruit table” which gives indication, what kind of fruits a customer processes. I managed to create a custom logical unit and create a “list” element out of it. The list contains out of two custom fields, one sort of  fruit and the other one of the customer id (which acts as the primary key). Also, I could install a master entity relationship to the customer crm projection, so that only the fruit are displayed, which have the matching customer id. However, when a new entry is done, the key must be primarily entered. Does Aurena support a function, that it automatically fetches the key mappings as IEE did it? I have not found this information in the technical documentation.  Thanks in advance for any hints, maybe somebody can point out what I am missing. 

32613
J
Hero (Customer)
N
Sidekick
Ngerst
asked in Distribution (CRM, Commerce)
Customer Order - Availability Check & Capability Check

We are currently working on some solutions to improve our dates for our customers. One gap we currently have within IFS is that ATP (Available to Promise) and CTP (Capability check or Capable to Promise) do not include open supply, unless the Wanted Date is within the Open Supply window. Example where Supply is not seen:Customer Order Wanted Delivery Date - 5/10/21 Shop Order Due Date 5/12 ATP runs and shows you can only fulfill so much of the order (based on qty on hand and selling qty). Thus the user runs CTP moves the promise date on the customer order to the full part lead time (30 days) even though the supply is coming in on the 12th.  Example where Supply is seen:Customer Order Wanted Delivery Date - 5/10/21 Shop Order Due Date 5/8 ATP or CTP see the supply and the date properly plans the customer order. With the supply not being seen on the first one example, we get an extended lead time that is no necessary. Do any other customers run into this issue? If so, have you come up wi

346513
G
Sidekick (Customer)
J
Sidekick (Customer)
jenjen0510Sidekick (Customer)
asked in Distribution (CRM, Commerce)
Create Picklist for Customer Orders

My company is upgrading from APP9 to Cloud. We’ve only found the Create Picklist for Customer Orders screen. Is there any screen or option to create picklist for customer order lines. We may have a customer order with 50 lines, all 50 are reserved, but we would only want to print the picklist for 25 of the lines. We’ve not found a way to print for specific customer order lines and avoid printing for the other 25 lines if they are on the same customer order. 

20413
J
Sidekick (Customer)
E
Sidekick (Customer)
EILCTHOMPSONSidekick (Customer)
asked in Distribution (CRM, Commerce)
Finding a customer when they have the same name

Hi We deal with many wholesaler chains. where they can have 400+ branches throughout the country, all with the same name.In our current system (Dynamics AX) we are able to search for the company name, and then search on e.g. city, post code etc to narrow down our search.There are no screens in IFS (that we can find) that allow you to narrow down your search criteria to allow you to find a specific wholesaler branch.Currently, in IFS we can only search on Name and Country, this means we have to search through 400+ companies until we find the correct branch. Has anyone come across this issue? Did you find a solution? Thanks

39912
Kanishka Dilana
Superhero (Employee)
lglover241
Hero (Partner)
lglover241Hero (Partner)
asked in Distribution (CRM, Commerce)
Replace Menu with Custom Menu

In Apps 10 Trying to create a custom menu on a business lead that searches for an address. If no address throw an error if an address exists then continue with conversion. Here is the code: DECLARElead_id_ varchar2(100)    := &LEAD_ID;found_    number := 0;   p0_ VARCHAR2(32000) := NULL;   p1_ VARCHAR2(32000) := &LEAD_ID;   p2_ VARCHAR2(32000) := &NAME;   p3_ VARCHAR2(32000) := NULL;   p4_ VARCHAR2(32000) := 'Prospect';   p5_ VARCHAR2(32000) := NULL;   p6_ VARCHAR2(32000) := '10';   p7_ VARCHAR2(32000) := 'FALSE';   p8_ VARCHAR2(32000) := 'TRUE';   p9_ VARCHAR2(32000) := '*';CURSOR get_add is select 1 from &AO.BUSINESS_LEAD_ADDRESSwhere lead_id = lead_id_;BEGIN open get_add;fetch get_add into found_; close get_add; if found_ = 0 then error_sys.record_general('Sales Process' , 'Add an Address');else&AO.Business_Lead_API.Convert_Lead__(p0_,p1_,p2_,p3_,p4_,p5_,p6_,p7_ ,p8_,p9_);end if; END; I keep getting the error message 

28812
L
Hero (Customer)
Deepak
Sidekick
DeepakSidekick
asked in Distribution (CRM, Commerce)
How to close customer order when it is in delivered state

Hi community,We are using IFS apps 9. We need to close one customer order where Header status is delivered.and for some lines it is invoiced closed and for some lines it is delivered.Lines are having supply code as Inventory Order.How can I close this customer order. Require your valuable support on this subject..!! Regards,Deepak Nawale   

72512
A
Do Gooder (Customer)
A
Hero (Partner)
astfaraztHero (Partner)
asked in Distribution (CRM, Commerce)
Searching by Customer Name in Aurena

When searching by Customer Name in Aurena (Apps 10 UPD 13), the application does not return the expected results.  The same search works as expected in IEE.  Navigate to Customer Orders (Overview Page) Select drop down for Customer and uncheck Match Case (Aa) If I keep Match Case on, then the search seems to work.   Enter a partial of the Customer Name Such as ‘%abc%’ or ‘abc%’  SearchNo records are returned to the user.  If the user searches by Customer Number or other criteria, records are returned.  Has anyone else run into a same issue?

34812
SaraCrank
Sidekick (Customer)
D
Do Gooder (Customer)
dlyon6Do Gooder (Customer)
asked in Distribution (CRM, Commerce)
pegged customer order

trying to cancel a pegged customer order after shop order was deleted  Error says “ The shop order has already been removed”   

15812
ANBR
Sidekick (Customer)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Unit value in Shipment Pro Forma Invoice

We upgraded from IFS App75 to App10 (UPD9) recently.  Earlier when we printed the Shipment Proforma Invoice it used to print the Unit value. Now it doesn’’t. Then found out that the this Unit Price is actually fetched from the Customs Value field on the CO line / Shipment line. Isn’t this a change of behavior from App75?  Is there a way how the Customs Value is fetched into the CO line? Why can’t it directly be fetched from ‘Price/Curr’ field like before? Manually entering a value in the new field ‘Customs Value’ is something the users are already complaining about. Or have I missed a step here?

43011
Vimukthi Mahakumbura
Superhero (Customer)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Pick List not showing Delivery Address on the printout

When I print the Consolidated Picklist from the Shipment for one customer only, this issue occurs on the printout on the place usually the delivery Address is displayed.   However when I check the Customer record, ‘Delivery’ has been ticked for one address ID only. How come I get this error?

22611
Asela Munasinghe
Superhero (Customer)
B
Do Gooder (Customer)
Bernadeta WoszczynaDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Edit customer contact

Hi,In IFS documentation I can read that contact created on customer can be updated both from person and customer contact level. From customer contact it should be possible to do by RMB > Edit > Full name dialog box. Unfortunately under RMB > EDIT I do not have such option. Could that be that I am missing something in permision sets? If so - could You tell what? Thank You,Bernadeta

43711
S
Hero (Employee)
G
Do Gooder (Customer)
GGSDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Create sales quotation for non existing parts

Hello,We are implementing Apps 10 and currently brainstorming around a situation with Sales Quotation.Requirement in the interim is to be able to generate Sales Quotation for Parts currently not existing in the system. Idea is to be able to send out quotes and create Parts (and BOMs) only when the deal is won and want to avoid creating Parts just for Quoting. Using Estimator could be one way but that is not preferred in the interim.Happy to receive suggestions. Thanks!   

107311
T
Sidekick (Customer)
P
Do Gooder (Customer)
philipv
asked in Distribution (CRM, Commerce)
Customer Order sequence generation

Hi! I’m trying to create a new Coordinator Groups for customer order sequence generation.I entered Customer Order No to 1000 but when creating a customer order its starting at 5262658 I’ve checked that there is no Customer orders in this Group. Using IFS9.Am i doing something wrong?​​​​​​​

87011
william.klotz
Superhero (Customer)
K
Sidekick (Customer)
klorimerSidekick (Customer)
asked in Distribution (CRM, Commerce)
Customer Order line not invoicing

VS10 - I have customer order lines only going to Delivered State and not allowing me to invoice.   The customer is Internal customer and all settings are set up as our VS8 database but all my orders in VS10 just stop at state Delivered ??

62811
S
Hero (Employee)
A
Hero (Partner)
ArunaluHero (Partner)
asked in Distribution (CRM, Commerce)
Address info when adding a Business Lead is not showing

In Aurena, when trying to add a new address in the Business Lead page, from the side dialog pane, the highlighted section is not shown. Hence, I can add only the Country.There is only 1 Context which is Global. Any ideas why? How can I resolve this?We are using IFS Aurena client version: 10.11.112.0. Regards,Arunalu

15710
A
Hero (Partner)
durette
Superhero (Customer)
duretteSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Migrating Sales and Marketing to Embedded CRM: Contacts

If you’ve migrated from IFS SaM to Embedded CRM, how did you migrate contacts for prospects? If you change a SaM company from “not linked” to “prospect”, it doesn’t migrate contacts. If you have scripts you can attach, that would be fantastic.

22310
durette
Superhero (Customer)
E
Sidekick (Partner)
EntNananNSidekick (Partner)
asked in Distribution (CRM, Commerce)
customer order line discount amount

can someone explain how the amount discount is calculated in customer order line if there is tax code defined for the line? cause in my case i can see that, the amount discount gets changed based on the tax code which i dont want. [both for app-9 and app-10]

45910
E
Sidekick (Partner)
Harsha Siriwardhana
Hero (Former Employee)
Harsha SiriwardhanaHero (Former Employee)
asked in Distribution (CRM, Commerce)
Is there any process exist to read that EDIFACT files in IFS?

One of our clients is getting EDIFACT files from their customer to load invoices, is there any process exist to read that EDIFACT files in IFS? Do we have any IFS Customer using EDIFACT who can share their experience? I would be really happy to see your reply and appreciate it.

31910
anna.schnetzler
Do Gooder (Partner)

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