Question

Where can I find more information or instructions? IFS 9

  • 25 March 2022
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  • Do Gooder (Customer)
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 We are currently using IFS 9. Where can I find more information or instructions regarding the below?

  1. Set up so that we can email our invoices directly from IFS to our customers.
  2. Define our customers as private customers or corporate customers.
  3. Enter customer specific invoice information per company (we invoice from several companies). We are currently using the yellow notes and that does not work for us.

 

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  1. To email, start with the Reference field on the Customer Order - field help from V9 here.

Reference:
The ID or name of the customer's contact, the default value will be retrieved through the contact fetching hierarchy. 

The  customer contact fetching hierarchy will not be valid in the following instances:
1. If a sales quotation/customer order is created from a business opportunity, the value defined in the Main Contact  field will be retrieved. If no main contact has been defined, the Reference field will be empty.
2. If a customer order is created from a sales quotation, the value defined in the Reference field on the sales quotation will be retrieved. If such a reference is not defined, the Reference field on the customer order will be empty.
3. If a return material authorization is created from a customer order, the value defined in the Reference field on the customer order will be retrieved. If such a reference is not defined, the Reference field on the return material authorization will be empty.

You can change the customer's contact by entering a new value in this field or by selecting one from the List of Values. The contact must be connected to the customer address.

Note: Customer contact fetching hierarchy is as follows:
1. Look at the Customer/Address/Order Info tab for the document address.
2. If it is empty, take the primary contact for the customer address defined on the Customer/Contact tab.
3. If that is empty, take the primary contact for the customer in general defined on the Customer/Contact tab.
4. If it is empty, then it takes the value from the Reference field on the Customer/Order/General tab.

 

Then you would need an event setup for when the invoice is printed to create an email action that would send the invoice to the Reference on the order.

  1. I’m not sure what you mean by private or corporate.  Do you mean you want some customers to only be available to one company, but others open for all companies?  I don’t think there is a direct way to do that, but it depends on your intent I suppose.
  1. Assuming you mean that all the companies are setup in IFS as separate companies, you need to add invoice information for each company to each customer account.  This example is to invoice from 4 different IFS companies.

 

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