Distribution (CRM, Commerce)

Kavindu911Sidekick (Customer)

This customer order line is not valid for use on this RMA line.

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.

163

1 day ago

Vernon AndersonSidekick (Employee)

asked in Distribution (CRM, Commerce)

ABC Analysis Based on Part Value instead of Sales

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!

181

2 days ago

sstevensDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Edit Business Opportunities on Business Opportunity Pipeline Chart

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!

3 days ago

sstevensDo Gooder (Customer)

posted in Distribution (CRM, Commerce)

How to Enable Bulk Edit of Business Opportunities

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.

3 days ago

kacperifsSidekick (Customer)

asked in Distribution (CRM, Commerce)

Customer Order lines - > entering price

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%.

241

7 days ago

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.

8013

11 days ago

Ashni NayantharaSidekick (Partner)

asked in Distribution (CRM, Commerce)

IPR Server setup

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 ?

213

12 days ago

CanDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Error Message when changing Field “Price UoM” in Sales Part

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

1053

12 days ago

Ashni NayantharaSidekick (Partner)

asked in Distribution (CRM, Commerce)

Setup CRM Panel in Cloud

Hi Team,After feeding the manifest file, my outlook is not synching with CRM data. Is this because below setup is missing ? is this a must setup for On premises Cloud installation ?

505

17 days ago

Timmermans RoelHero (Partner)

asked in Distribution (CRM, Commerce)

Exclude Non inventory Sales Part from shipment

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

251

18 days ago

aadamusDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Sales Part Cross Reference - Customer's Part No locked for editing

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...

240

18 days ago

sstevensDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Add Available Qty to Business Opportunity Lines

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?

382

19 days ago

TosohLBlumHero (Customer)

asked in Distribution (CRM, Commerce)

Export Control Customer Prospect

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.

101

20 days ago

athasankaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Outlook and CRM/SRM add-in

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

882

21 days ago

MbourretDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Automated notification

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

21 days ago

sstevensDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

How to populate data from one field to another on a different page

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?

150

24 days ago

hercellisDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Multiple FILE_SENDER Setup

I am trying to ouput XML report data for operational reporting to multiple servers based on the report (IFS Cloud 24R1). I have setup four FILE_SENDERs all with the Out Directory to a different server. I then created RPL files for the reports and specified the FILE_SENDER that I want the report to send to. Even though I specified FILE_SENDER4 in one of my RPLs, it still went to the FILE_SENDER1 server. Why are we able to setup multiple file senders if it doesn’t follow the setup?

24 days ago

BillatREMSidekick (Customer)

asked in Distribution (CRM, Commerce)

CLOUD Custom field LOV based on a table in a different entity

I would like to add a Brand field to the PartCatalog Entity, and I would like the user to select from a list of values in the ServiceBrand Entity. In App10, we currently use an enumeration field but since there is a native brand field in the Request Management area, we prefer to use the native table.When I try to add a field to the PartCatalog entity, I am unable to reference the ServiceBrand Entity.Any suggestions?

100

24 days ago

hreavisDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Business Lead "Duplicate Lead" Flag Not Checked

When I duplicate a lead and save it with the exact same name and association no, the “Duplicate Lead” box is not getting checked.When I click Save, I do get a pop-up notification asking if I want to view the duplicate.How can we get the “Duplicate Lead” box to be checked? Is there additional setup needed or criteria we are missing? We have tried this in both Aurena and IEE. Below is our current setup for the Duplicate check Action Setup and Duplicate Check Rule:

324

25 days ago

nu_fonkaDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

How do i can login to IFS service center or change password because when i enter username/password but screen show invalid username/passsword. But i can log in normal as IFS Portal.

2373

27 days ago

paul harland

posted in Distribution (CRM, Commerce)

Create New Lead from a Business Activity - No reference is created between them

I can create a “New Lead” using a button on the Business Activity (for a Customer).However after doing so, there is no pointer from the Lead to the Activity or vice versa. Seems like they should have a reference to each other so that other users can see what was done.

28 days ago

Manoj Balasooriya

asked in Distribution (CRM, Commerce)

How to Invoice block a customer order – Charge line

We would like to Invoice block a Freight Charge which is in order level. Could you please let us know if we can do Invoice block a customer order – Charge line, which is not connected to any Line? In some orders, we need to review/update our freight charges before it get invoiced. So we wanted to Invoice block the charge.If there is no way to Invoice block FREIGHT charge, Is it possible to connect the FREIGHT to a delivered order line and Invoice block the Order line and after Freight charge is reviewed/updated then uncheck Invoice block line and remove connection line to the Freight charge? LCS Case: G2326906

2043

28 days ago

maryadu28Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

To create a "Site" object based on the "Client" object

Hello,in the maintenance module, I want to create an object of type 'Site' and have it linked to the parent, which is 'Client'. So, I created a button and a BPA.I used this projection : and i have this error : ▽ EquipmentObjectStructureNavigationHandling_Error_Log : "java.sql.SQLException: OR A-20111: EquipmentObjGroup.FND_RECORD_NOT_EXIST: The Equipment Ob j Group does not exist. ORA-06512: at "IFSAPP.ERROR_SYS", line 14 0 ORA-06512: at "IFSAPP.ERROR_SYS", line 364 ORA-06512: at "IFSAP P.EQUIPMENT_OBJ_GROUP_API", line 598 ORA-06512: at "IFSAPP.EQUIPM ENT_OBJ_GROUP_API", line 278 ORA-06512: at "IFSAPP.EQUIPMENT_FUNC TIONAL_API", line 4923 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL _API", line 5072 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5099 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5148 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5168 O RA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5256 ORA-065 12: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 3

271

1 month ago

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

297313

1 month ago

SS2024Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

EDI Setup Error Message

Hi All,Wondering if someone can help me with EDI messages please?I'm currently trying to setup to send messages via EDI to one of our suppliers, I've put the details in Supplier/Message Setup and under Setup Connectivity, but is there anywhere else that I need to enter settings for this to work, every time I go to send the test message, I get this error Message class is wrong or missing.Does anyone have any documentation for how to set this up correctly or can anyone help with it please?ThanksSteve

1083

1 month ago

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Distribution (CRM, Commerce)

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