IFS Solutions

Hi,We are looking for a way to import documents from a shared folder or local c drive into IFS cloud document management.Tried using Cloud File storage Migration Tool (FS Mig Tool) but seems it is most suitable for environment-to-environment migration.The documents need to be attached to the corresponding business object screens under the attachment section. Importing them manually one by one would be time consuming, so we are looking for a batch import approach.Any suggestions would be greatly appreciated.Thank You!

Idea:Capture Source on Leads in CRM Companion (Source ID / marketing attribution) ProblemMarketing/source attribution exists in CRM (e.g., sources for Accounts and Opportunities), and lead management is fully documented in the web client. CRM Companion covers Leads as an entity, but there’s no documented way to set a lead Source on mobile—forcing later desktop entry and risking data loss after marketing events/activities.Why it matters Accurate campaign ROI and channel performance tracking (events, conferences). Reduces rework and prevents attribution gaps when leads are created in the field. Proposed solution (mobile UX) Add a Source field (drop-down) to the Lead create/edit form in CRM Companion. Respect existing CRM source basic data and validation (same list as web). Acceptance criteria When creating or editing a Lead in CRM Companion, user can set Source from the same dictionary used on web (read-only if restricted by configuration). Source persists offline and synchronizes

Idea:Add Confirm / Progress Sales Process action for Business Opportunities in CRM Companion ProblemIn the web client a BO is created with Unconfirmed status and can be progressed/managed via sales-process actions (incl. Confirm/Process). CRM Companion lacks a documented way to confirm/progress a BO on mobile, forcing reps to wait for desktop and delaying funnel governance.Why it matters Faster stage hygiene from the field; BO lands in the correct process immediately. Cleaner reporting and automation that hinge on BO status/transitions. Proposed solution (mobile UX) On BO detail, expose a Process / Confirm button mirroring the web’s sales-process command set for the current BO state. Advance Stage: validates required actions, then moves the BO to the next stage. Acceptance criteria Creating a BO in CRM Companion results in Unconfirmed status (same as web); user can perform Confirm from mobile after choosing the correct sales process. Available actions match web permissions &

Hello everyone,In addition to the reminder, we would also like to attach the corresponding customer invoices to the email. Is that possible? What is your experience in this regard?

Hi All,Does anyone know why this error pops up when saving the up the spend analysis settings?Is there a setting that I need to disable or fill any data to save the spend analysis. Thanks,Chamath

We have been experiencing an issue where one of our users is not receiving an email notification when there is a supplier invoice to authorize. This emailing action is tied to Event ID NOTIFY_NEXT_AUTH, our Action #2. Please see screenshots for setup of this event action. As far as the &AUTHORIZER_MAIL_ADDRESS in the To section of the Email Group, I am not sure where that is defined or how to add email addresses to that group On 2/3, this event created four Application Message transaction – three finished and one failed. The error text reads “Mail address 'To' field is not specified”. I believe this failed application message is related to the user who is not receiving the emails. When I check his User profile and Person file, there is a correct email address listed for him. He also has the same setup in the “Invoice Posting Authorizers” screen as other users who do receive the email notifications. Does anyone know where else this user needs to be set up/added in order to start rec

Hello,We have a business requirement.Currently, suppliers must be configured per company (payment and invoice settings). We have many companies and many suppliers, is there a way to define a supplier as global so it can be used across all companies without having to configure payment and invoice attributes for each company individually? Thank you   

Hi All, I am getting below error while initializing data from FSM to PSO. Could please help me to fix the issue.Configured  all parameters  in FSM  which are required to load data from FSM to PSO. An error occurred while making the HTTP request to https://XXXXXXXX:8744/IFS/Scheduling/Gateway/Service/Session. This could be due to the fact that the server certificate is not configured properly with HTTP.SYS in the HTTPS case. This could also be caused by a mismatch of the security binding between the client and the serverThanks,Durga

On the Sales Contract, there is a field in the Financial Settings called “Copy Contract Item Tax”. It’s in the database in the ifsapp.SALES_CONTRACT table as “COPY_ITEM_TAX” and it is a “TRUE/FALSE” field (all caps, in the database that way). How can I set it to default to “TRUE”? The other text fields were simple but this isn’t.  Etc., until the default area.  I’m not sure what I’m doing wrong. Thanks in advance!

How can I clean out old data from Detail Statistics - Invoiced Sales in Apps 9?  

Community,usually the serial object Installation Date is activated after the object is delivered on customer order. but we need to manually set it up. We would like to manually set the installation date (from Part Serial) when for example, the commission starts. sometimes, the product has been sitting at customer site for a long time before it is ready to start commissioning. How we could do that?

I’m trying to import a quick report but get this error, anyone seen this? is it a bug? It’s a environment upgraded from 25r1  

Hi All,Can we have different cost for a specific resource other than mentioned cost in resource group? If a resource has certain skills, competencies or certificates, can we have a higher cost for that resource? I saw “Used Cost” filed in Resource skills. That seems bit complex to handle.TIA:

Hello,does anyone know how to change language interface of the MWO? We use IFS APP10 together with MWO Service 10. I have a german operating system language and would like to change user interface language of MWO to english. I have changed my profile language for IFS IEE and over aurena browser interface from german to english, but MWO interface remains german.

Hi,When in the inter-site process a customer order is shipped, following two inventory transactions are created:SHIPTRAN: Ship Customer Order Internal TransitINTORDTR: Move to Internal Order Transit due to IssueWhen a shipment is cancelled, it is reversed using following two inventory transactions:UNINTORDTR: Reversal of Move to Internal Order Transit due to IssueUNSHIPTRAN: Undo Ship Customer Order Internal Transit When executing "Reversal of Move to Internal Order Transit due to Issue" (UNINTORDTR), the costs (INTORDTR) are not returned in the same amount.Instead, the costs are recalculated according to the FIFO principle.This can result in differences, which then remain as a balance on the transfer account. Example Part No SP065137  The quantity of 30’000 was delivered at a unit cost of 0.026073 = total cost 782.19The transaction was cancelled immediately afterwards, but with different unit costs of 0.020023 = total cost 600.69The difference of 181.50 remains as a balance amount in

Dears,  I have a question. We have tried the reservation from the specific location on the shop order which is possible once the following choices are made:   However when I try to do this for configuration structure instead of the product one, the automatic reservation is not an option. To be fair, I am not using the floor stock.  Can you please advise? Thank you,Best RegardsPetaKu 

Hello,We would like to restrict time registration both in the past and in the future in IFS, across all time-consuming modules (Project, Work Order, Maintenance, etc.).Is there any standard IFS configuration that allows:Blocking time registration before a given past date, andBlocking time registration beyond a given future date (for example, beyond the current day or current period), If no fully standard solution exists, what are the recommended best practices (events for example ?) to enforce this type of restriction consistently?Thank you in advance for your guidance.

Another individual asked this question 3 years ago and never got a response, so I’m trying to ask again:Is there a setting or option to prevent certain sales parts from never getting a discount %? We are looking to see if we can replace our current CRM process with IFS, but in the current CRM, we do not allow for the discount of Extended Warranty (% charge) or Installation Service (NI Sales Part).  So we would need a solution for both a charge and a Non-Inventory Sales Part.

In a multi site scenario (Demand and Supply sites exist), can the demand of the Dmand Site ie- 700 pcs in week 25 update in the Supply on week 23, assuming a 2 week lead time between 2 sites? , if so what are the configuration and settings that needs to be done?   In addition can the total demand for a month be cumulated to one day as all deliveries are done only 1 day per month?

Hi guys, My finance team came with a question about control type and I don’t know the answer. When we create a service charge for work order they must do the posting and we don’t know each one of below control post type we should use for get the department and site of the employee. Anyone can help?IFS 25.1.7

Hi All,Do you have any instruction how it is possible this situation?When one company has several Tax ID Numbers in different EU countries, and in these countries the sending invoice data to Tax Authority/Government is a mandatory regulation? The IFS contains several E-invoice processing type for different countries. The E-invoice processing type can be se ton Company/Invoice page, General tab. It means, that the standard IFS e-invoice function can be set only on Company level.  When the company has several Tax ID Number, we are not able to set this on Company.How can we set and manage/send invoices in this situation?  

I’m wondering if someone could help.We have multiple companies setup within IFS. Only one of them currently uses the application to complete the pension contributions for their employees. We’re wanting to setup another company to use the standard pension contributions within IFS (X% employee and X% employer contributions) which uses qualifying earnings (all monthly pensionable pay between £X-£X) to calculate pension contributions.How do we set this up? I’ve checked a lot of documentation but can’t seem to suss it.ThanksR

Hello   from the documentation, I understand that the IFS instance has to be set up exclusively either as 1) enabling copy from Project Deliverables to Asset or 2)to Copy to Equipment. This setup being based on property COPY_TO_MAINTENANCE. Does it mean that once it’s defined for an IFS instance, and that Project Deliverables has been used, then it should stay as it is? Does it means that it’s not possible to run both flows in the same instance? Thanks

Hello, A brief question regarding the 2 views mentioned “Operation Statistics” and “Labor and Operation History”. We are aiming to get the correct data from our shop floor regarding what has actually been produced during a given time period. What we experience is that “Operation Statistics” does not provide the same information as “Labor and Operation History”. Wheras the latter also requires us to manully filter out duplicates, cancelled operations etc. Operation Statistics seems to be the way to go, but I am uncertain that we use it correctly. Whereas if I want to check on yesterday’s shop floor results. I miss out on partially reported shop orders due to there is not actual finish dates. Does anyone have any tips on how to procede?My first though is that we need to “start production” and use clockings more thorughly in production. Which gives us the possiblity to filter on “actual start date” instead. We currenlty using IFS10, but in September we are implementing IFS - CloudBest Reg

Hello everyone,I hope you’re doing well.Does anyone have access to the 25R2 version and has tested a workflow with a commit procedure? Is this restriction still present in 25R2? Thank you in advance.