Thanks🙏🏻
You also change customer status in Business Opportunity. in progress to planned/initial. How can I do this?the customer is valid and the Business Opportunity is in progress, Apparently, we can’t change the status of the Business Opportunity when we create a Sales Quotation from it.
@ParsaHZM First you check if Lov is enabled when you are click on customer button and if no invoice creates against Business Opportunity? Lov is active for Customer in Business Opportunity, Please find the attachment, we just create sales quotation from this business opportunity and the status of sales quotation is in released.We can change the customer of sales quotation but can’t change the customer of Business opportunity, here.
Thanks for your reply, but my problem is on the Business Opportunity page which I want to change my customer, if you can please check again my question. Warm regards
Hi Parsa, just want to check, if I’m right about the following. You start with a BO (related to one (!) customer or lead, but this must be a record in the customer area in IFS) You have different “sales channels” you call “opportunity channels”. Now you add another CustomerNo. A second and so on. Hmmm, this looks like you just want to “break” with the rule “one customer, one BO, one or more CustomerOrders, one or more CustomerInvoices”. But I can easily follow your way of thoughts: We do have a new product (line of products) and want to communicate that to as many customers as possible. Normally you should create one BO for one customer and this would be 1:1 as Elin mentioned. Just another idea? Could it be possible to “clone” one BO into a list of BOs with a given list of customers? You will stay in the BOL - OQL - COL- CIL line of data but you will have “semi - automated” creation of BOs. Good luck. Michael Hi, MichaelAs a matter of fact we start with a Customer, (the customer a
Hi, first step is to know how to create custom fields. I may be able to provide you with the code for the fields but I can’t set them up in detail for you. Without a basic understanding for custom objects it will be hard for you to apply a solution in you environment. Here’s the IFS documentation for Custom Field creation:IFS Cloud Technical Documentation You should try out some of the instructions in a Test environment to create an understanding of the functions. Thanks, your link is very helpful, Sorry, Would you please share an exact link for Custom Field creation? I gonna read it and if for you possible I’ll ask my questions and problems. Wish the best Hi, Sorry, I thought I gave you a link leading straight to the custom field chapter, but it seems you cannot share exact URLs. To navigate to instructions for creating custom fields - look at this screen shot: Thanks, I got it.If I have some questions, I’ll ask. Good luck
Hi, first step is to know how to create custom fields. I may be able to provide you with the code for the fields but I can’t set them up in detail for you. Without a basic understanding for custom objects it will be hard for you to apply a solution in you environment. Here’s the IFS documentation for Custom Field creation:IFS Cloud Technical Documentation You should try out some of the instructions in a Test environment to create an understanding of the functions. Thanks, your link is very helpful, Sorry, Would you please share an exact link for Custom Field creation?I gonna read it and if for you possible I’ll ask my questions and problems. Wish the best
One could do a little parent-child with a custom entity table, where you add different rows for each read-only reference. If it’s for a report, and not active search on the Opportunity screen, I’d build the (quick) report directly with the left join showing those. No need to modify the standard screens for analysis reports. HelloI am grateful for your participationI want to edit the Business opportunities (I mean to add some columns to it and at last get some Excel files as an output), please check the attached file.Would you please help me about how can I retrieve those fields (Opportunity channels columns, according to the pictures that I attached) to business opportunities?!*I emphasis that I’m an industrial engineer and don’t familiar with coding and programing. I’m gonna be happy if share your opinions with me and give me a solution and guidance. Good luckWish the best
In technical terms, the requirement is quite simple to achieve. But, it requires the object mapping information to conclude the solution. The easiest is to create a REFERENCE (read only) custom field on the Business Opportunities (BO) overview screen, to retrieve the opportunity channel value. Note : This will be a problem if one BO can contain more than one opportunity channel value. Then, you’ll need to LISTAGG the values (bit of an ugly solution but no other options). Hope this helps. HiThanks for your reply and solutionWould you please give me some information (or some helpful links) about REFERENCE and creating custom field in test version of IFS ? I’m an Industrial engineer and don’t have enough information about coding or programming science!If possible give me a step by step guidance (by picture or links or etc.) for creating custom field in BO and retrieve them in business opportunities (transform them into columns). (Like an Excel file, I attached) Good Luckall the best
Hi, it all depends on how you’d like to handle the possibility of 1:many relation between the Business Opportunities view and Opportunity Channel tab. If there were to be several rows in Opportunity Channel tab, belonging to one Business Opportunity, how would you like the data to be presented? Hey there,Thanks for your participationAccording to your question, I want to appear in several columns, as a matter of fact we have maximum 2 rows in opportunity channel, for some business opportunity there isn’t any row and the opportunity channel going to be empty (It means that the opportunity was missed and didn’t link with any sales quotation and didn’t link to order), On the other hand some time we have just 1 row in opportunity channel (In this situation our business opportunity linked to quotation and send a performa for customer but at last the opportunity lost and didn't link to order) and finally in some cases we have 2 rows (here we create quotation and send a performa to customer
Thanks for your help and participateWish the best
If there isn’t any systematic way to solve this problem as you said we can create a common role description like this:Sales support expert and Project controllerand use it for Mr. James for example Do you agree with me?
Actually In my opinion this is an important problem because in some cases one person can handle many roles, in other words in some situations we assigned some roles to one person in these cases how can we solve this error in Representative?
Hey thereActually right now I did it but isn’t solved my problem, as a matter of fact if I add a “.” or “2” right in front of ID, appears an error like the below attached file, I think you said that use 2 different ID for solving this problem, I don’t want to create new ID (Even with “.” or any other characters) that make a difference with 2 ID Which I can put 2 various role. I want add 2 different role for one person, e.g. Mr. James is a sales expert of the project as a salesman and Simultaneous he is a project controller of this business opportunity, How can I set these 2 role for Mr. James?Mr. James --------------→ Sales Expert Mr. James --------------→ Project controller
Hey there, My friendThank you so much for your comment and obvious guidance. Actually I’m so glad to be here and my first Barrier was solved. I got your solution, but the issue is that my user in IFS doesn’t have any access to this page (Opportunity Line History), Apparently I should call our ERP unit and negotiate with them.best regards,Good luck
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