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With Filter CustomEnumaration

  • March 30, 2026
  • 2 replies
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I have defined features in IFS Cloud that are linked to the Technical Class template associated with the inventory part. These definitions vary depending on the inventory part. When an inventory part is selected in the Quotation module, we want these fields to be populated dynamically and allow users to select the appropriate values. How can we achieve this in IFS Cloud?

2 replies

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  • Hero (Partner)
  • April 2, 2026

Hi ​@mehmetsahin1755 ,

Yes — this is a common requirement in IFS Cloud, but it’s important to understand how Technical Classes and Characteristics behave across modules.

 Your Requirement

  • Inventory Part has:
    • Technical Class Template
    • Characteristics (features vary per part)

 When selecting Inventory Part in Quotation, you want:

  • Relevant characteristics to appear dynamically
  • Users to choose values

 Key Limitation

Technical Class / Characteristics are not automatically propagated to Quotation lines by default

 They are mainly used in:

  • Equipment
  • Serial Objects
  • Manufacturing / Maintenance

 Recommended Solutions

 Option 1: Use “Characteristic Values” via Custom Fields (Most Practical)

  1. Create Custom Fields on:
    • Quotation Line
  2. When Inventory Part is selected:
    • Populate these fields using:
      • Custom Event
      • Projection logic
  3. Fetch data from:
    • TECHNICAL_CLASS
    • TECHNICAL_SPECIFICATION related tables

 This gives dynamic behavior per part

 Option 2: Custom Event (Auto-Population)

Create a Custom Event:

  • Trigger:
    On Inventory Part selection (Quotation Line)
  • Logic:
    • Read:
      • Part → Technical Class
    • Fetch:
      • Characteristics
    • Populate:
      • Quotation line fields

 

 Option 3: Use “Sales Part Characteristics” (Better Functional Fit)

If your requirement is sales-driven:

 Consider:

  • Sales Part Characteristics

Advantages:

  • Designed for:
    • Sales / Quotation
  • Supports:
    • Value selection
    • Variant handling

 This is often better than Technical Class for sales use

 Option 4: Aurena Page Designer (UI Enhancement)

  • Add:
    • Dynamic sections / fields
  • Bind to:
    • Custom fields

 Improves usability but still needs backend logic

 Best Practice Recommendation

✔️ If requirement is sales/quotation driven
 Use:

  • Sales Part Characteristics

✔️ If requirement is technical/config driven
 Use:

  • Custom Event + Custom Fields

 Important Notes

  • Dynamic UI behavior requires:
    • Backend logic
    • Not only configuration
  • Technical Class is:
    • Not directly “plug-and-play” in Quotation

matt.watters
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • April 2, 2026

@mehmetsahin1755 you should consider standard IFS Configure-to-Order functionality for this. With this you use configuration characteristics (different from static inventory part characteristics) to configure one part number into multiple configurations in sales (orders, quotations) and manufacturing.

Some documentation:

https://docs.ifs.com/ifsclouddocs/25r2/?openpage=https://docs.ifs.com/ifsclouddocs/25r2/DefineCTOBasics/AboutConfiguration.htm

https://docs.ifs.com/ifsclouddocs/25r2/?openpage=https://docs.ifs.com/ifsclouddocs/25r2/Sales/AboutCTOinCustomerOrders.htm