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Replies posted by Anushi Seneviratne

36 Replies

Newest first

Oldest first

mfrejikSidekick (Customer)

asked in Distribution (CRM, Commerce)

Undo Executed Transport Task?

Hi @Ola , In IFS Apps 10, if a transport task is in the Executed status, it is considered to be started. Hence new lines cannot be added nor existing lines can be modified even manually. But if it is in created state, the receiving site and/or location can be changed and transport task report can be printed as follows. When you receive parts in the receipt flow, follow these steps in the Receipt window:Either populate or query for the order number you require. If you have several receipts for an order, you must also select the correct receipt number. Click the Details tab. Select the line having a quantity due for transport > 0, right-click and then click Transport Task. The Transport Task Lines window opens Select the line having the transport task ID for which you want to print a transport task report, right-click and then click Transport Task. The Transport Task window opens. Optionally, you can make modifications to the transport task in the Details tab and the Available Singl

Marcin SzczurekSidekick (Employee)

asked in Distribution (CRM, Commerce)

Incorrect sales price curr

Hi @Marcin Szczurek , The price on customer order line is selected depending on the data entered. Given below is a prioritized order of how the price will be fetched in a customer order 1. From a customer agreement set to be excluded from autopricing, manually defined on the customer order header1.1. Price per part1.2. Price on assortment node from a customer agreement set to be excluded from autopricing, manually defined on the customer order header.2. From a campaign2.1. Price per part 2.1.1. Price per part, from a campaign valid for customer. 2.1.1.1. Price per part, from a campaign valid for customer in customer hierarchy. (Hierarchy level upwards) 2.1.2. Price per part, from a campaign valid for customer price group. 2.1.2.1. Price per part, from a campaign valid for customer price group of a customer in customer hierarchy. (Hierarchy level upwards)2.2. Price on assortment node from campaign. 2.2.1. Price on assortment node

CanersenDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier > Purchase > payment terms

Hi @Canersen , This functionality change is visible in IFS Apps 75 as well which is older than Apps 8. \Anushi

CanersenDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier > Purchase > payment terms

Hi @Canersen , As per IFS Apps 10, the field, Payment Terms is disabled in Purchase tab where you cannot enter any value. For old records, I believe there was a script to wipe out old payment term data in purchase tab. So I suggest you to report this issue to GSD team as a support case for further investigations. BR,Anushi

CanersenDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier > Purchase > payment terms

Hi @Canersen , Ability to update payment terms on purchase tab changed sometime in the past. Current functionality is if you have both purchase and invoice components installed system will allow only the payment terms on the invoice tab to be editable. Basically payment terms on the invoice tab will be used and not in purchase tab. You should consider payment data in invoice tab for both PO and invoices.BR,Anushi

ZTC ZTC JGOTAHero (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Is it possible to cancel a order line in Reserved status?

Hi @ZTC ZTC JGOTA , Even for a ‘Partially Delivered’ customer order, ‘cancel order line’ is available. Once you cancel, the order line status goes to ‘Cancelled’ state. BR,Anushi

ZTC ZTC JGOTAHero (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Is it possible to cancel a order line in Reserved status?

Hi @ZTC ZTC JGOTA , Ideally the application should allow you to cancel the customer order line even when it is in ‘reserved’ state. Upon cancelling by giving a cancellation reason, the customer order line goes back to Cancelled state and customer order header goes to Released state. Is there any shipment connected to the customer order you are referring to? BR,Anushi

XitThejaGSidekick (Partner)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Change the invoicing supplier

Hi @XitThejaG , Ideally, if the user wishes to change the invoicing supplier for the charge this can be done by modifying the invoicing supplier directly on the charges tab of the purchase order even though there is a change order connected to it. Since you claim this issue occurs only with the first line, I suggest you to raise this to support team for further investigations. Thanks!Regards,Anushi

GiulianAntonSidekick (Customer)

asked in Distribution (CRM, Commerce)

create invoice with delivery confirmation

Hi @GiulianAnton , As per my knowledge you can add real delivery date (Day 3) as a custom field in the invoice window. Regards,Anushi

XitThejaGSidekick (Partner)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Rounding off issue in Purchase charges

Hi @XitThejaG , Can you please try changing the below: Change the minimum decimals in the IFS Currency Format field in Tools/Options/Regional Settings tab. Change no of Decimals in Amount for Currency code(e.g.: GBP) for the relevant company. Thanks! Best Regards,Anushi

Zankou79Do Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

RFQ ; Request For Quotation help

Hi @Zankou79 , Haha Hope the explanation helped you to get the PO created.

Zankou79Do Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

RFQ ; Request For Quotation help

Hi @Zankou79 , Once you create the Request from the Purchase Requisition, you should be able to navigate to Request for Order Quotation by RMB the line. This is initially in Planned status. Then you can add the relevant suppliers as follows. Then, RMB the header and Release it. After that, RMB the line and click on Quotations. Then it will open the Order Quotation window where you can define a price given by supplier. Then, RMB the header in the same window and Click on Order Quotation Approvals. In that window, once you RMB the lines, you can reject or accept them. Once you approve the quotation line, it will automatically create the purchase order and will Email the rejection letter to the other suppliers. Thanks! Regards,Anushi

jenottoDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

IFS10 Receipt, does Receipt History tab log Moves?

Hi @jenotto , I checked this scenario in both Apps 8 and 10 core environments. The Receipt History tab do capture the moves between locations in Apps 10. It shows the moved quantity, UOM and from and to locations of a line similar to Apps 8. Please refer the below screen capture from Apps 10 core environment. In addition, Receipt History tab enable users to view the history of the receipt handling for a line. There, you can see the modification date, a description of the performed task, the user who had performed the changes, and view the history status of the line. In this tab, you cannot manually change or add anything on this tab. Regards,Anushi

NMALKIHero (Customer)

asked in Distribution (CRM, Commerce)

Business Opportunity auto numbering

Hi @NMALKI , In IFS application, the business opportunity ID number gets automatically picked up based on the next free number in the number sequence. I am afraid, there isn’t any option/window in the application to specify the number where the autonumbering should start. Thanks! Best Regards,Anushi

mfrejikSidekick (Customer)

asked in Distribution (CRM, Commerce)

Undo Executed Transport Task?

Hi @mfrejik , In IFS application, if a transport task is in the Executed status, it is considered to be started. So, it cannot be reversed nor no new lines can be added automatically. But lines can be added manually to the transport task. Regards,Anushi

HumbertoFloresDSidekick (Customer)

asked in Distribution (CRM, Commerce)

How i can add a another Option To Source Dropdown in business lead ?

Hi @HumbertoFloresD , You can try the following steps. Go to Business Lead window - > when you enter a new record, you will see below list of values in the drop down. If you click on the field Source, you will see 'zoom' button is enabled. Then you will be directed to the below window, and in 'Customer Sources' tab, you can add any new record you want. The values you add in the CRM basic data window will be visible in the business lead window under the dropdown of the Source field. Thanks! Regards,Anushi

XitThejaGSidekick (Partner)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

New lines can not be entered

@XitThejaG , Could you please check whether there is a purchase order with an authorization connected to this customer order? Cheers! Anushi

mlcscottonnSidekick (Customer)

asked in Distribution (CRM, Commerce)

Duplicate Business Activity invite in Outlook

Hi @mlcscottonn , From the issues we have handled so far, there is only one case reported with a similar issue and that has also got self- resolved. They too have assumed Microsoft patching maintenance would have fixed this issue. Even this may be a one-off occurrence. Additionally, I would also recommend you to check the related technical setup for Outlook exchange. Thanks! Regards, Anushi

ArunaluHero (Partner)

asked in Distribution (CRM, Commerce)

Address info when adding a Business Lead is not showing

Hi @Arunalu , You can also check whether there are any fields that can be unpublished or custom configurations enabled in Business Lead window itself under ‘Page Designer’. Refer the below sample screen captures from core environment. Upon checking this, if it still doesn’t resolve your problem, as Lakmini suggested, I would also suggest you to raise a support case to investigate the issue in depth. Regards,Anushi

ArunaluHero (Partner)

asked in Distribution (CRM, Commerce)

Address info when adding a Business Lead is not showing

Hi @Arunalu , Adding to Lakmini’s explanation, check whether there are any ‘Page Group Name’ related to Business Lead in ‘Page Configurations’ window. If so, select the record→ click on three dots→ Unpublish it.Given below is a sample screen capture of this option in core environment. Upon unpublishing, restart the application and try adding the address info. Regards,Anushi

Stalmans94Do Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Cancel return to inventory from RMA

Hi @Stalmans94 , Unfortunately there is no functionality to cancel an RMA that has already been received. In latest IFS versions, you can scrap parts or receive parts into inventory by RMB options in the Return Material Lines. Regards,Anushi

Stalmans94Do Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Cancel return to inventory from RMA

Hi @Stalmans94 , Perhaps the following steps will assist to undo the RMA that has been received.1. Select RMB option "Receive Scrap and Return into Inventory" for this line.2. In the dialog box, enter the minus amount of the quantity received in the field "New Received" and press Apply.3. This should bring back theRMA line to "Released" status.4. If you wish you can delete the RMA line and then the header. Regards,Anushi

roxandcarDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier for purchase part specific delivery overhead

Hi @roxandcar , As per your screen capture, it seems you have correctly defined the relevant data in Multiple Delivery Overhead Setup window under Supplier For Purchase Part tab. Hence, I would suggest you to raise a support case to investigate this further and get a solution. Regards,Anushi

roxandcarDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier for purchase part specific delivery overhead

Hi, Adding to the same, please check whether a cost element for delivery overhead with source element 141 have been created as it is a pre-requisite when defining multiple delivery overheads?Regards,Anushi

roxandcarDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier for purchase part specific delivery overhead

Hi @roxandcar , Is the supplier in supplier for purchase part the primary supplier? What is the App version and the UPD level that you are using? Regards,Anushi

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