Hi, This is the way in which the standard functionality works - you cannot connect Component Repair Shop Orders to Project. We’ve addressed this issue previously for a UK customer by developing a configuration (CRIM) to automatically connect the Component Repair Shop Order to a Project Activity (I think it disconnects the Shop Order from the CRO, connects it to Project and reconnects to the CRO). I don’t recall a specific requirement for the Shop Order Materials to be Project Inventory Supply. Hi Please, can you tell me how the configuration is set up (event, sales group, order type, ...) ?BRChristèle
Hi, The Outlook Calendar Sync is used to synchronize appointments in your outlook calendar with Business Activities in CRM. By creating an activity from an outlook meeting using the CRM-panel (outlook add-in) you get a business activity in IFS which is connected to the outlook meeting. If you update the subject, time or attendees list in the outlook appointment your changes will be reflected in the business activity. As a prerequisite you need to configure the sync properly in the Calendar Sync Configuration page (according to instructions in technical documentation). Best Regards, Anna Have you got the technical documentation ?
View the screen as below :
HiHow you set up the machine learning modul in your environment?
The only possible workaround that would maybe be usefull trying is to use the CRO process but not using a ‘Customer owned’ part, but using the lot/batch number as a way to uniquely identify the part and distinguish it from other parts (set lot/batch number = customer No). Maybe that will allow the CRO process to go through. But the biggest objection here is the Financial consequences: the part is now ‘Company owned’ and is part of your inventory value, while it actually should not be. This could give problems when the company is audited. So it’s not a desirable solution. Best Regards Roel I undestand but it’s not a desirable solution as you saidSo I have no solution:( BR
Hi @K4uChrisC , Did you ever get any feedback on the above topic? I am also still looking for a solution to this problem. Best Regards Roel HiUnfortunately no . But it’s a real problem I have no solution to purpose to my customer BR christèle
Hi for the intercompany repairs you should be able to use the Component Repair Order process. This will require Company A to be a Supplier to Company B and in turn Company B needs to be a customer so that back to back orders can be created (PO to Co) The same then needs to happen for Customer X which needs to be both a supplier and customer to company A. A CRO header is then needed with a line for the repair part. A receive order then needs to be created (PO) and the part received into inventory. Once receipted against the CRO line an external repair is created and dispatched from Company A to B. Once completed Company B will return the item and invoice Company A. Once receipted back from the repair org the item is then invoiced and sent back to the customer. Against the Customer Invoice it is then possible to adjust the pricing as needed, if required. Hi I tried to do what you wrote but it doesn’t work, look at the screen on belowDo you have any solution please?It’s very urgent BR
Hey @Timmermans Roel - Do you have a case open about this? I’ll send this around to a few more people, but it looks like it may be one that requires some investigation. Hi @KristenGastaldo , There is no active case open for this. Everything has to do with a repair process that also includes an intercompany scenario. So Sales Site A is dealing with the customer, but all repairs are done in Repair Site B. Customer has a part that needs preventive repair and needs to be shipped to Repair Site B, but they can’t do any direct business with them - everything needs to go through Sales Site A. In the end, Repair Site B needs to invoice Sales Site A for the work and Sales Site A invoices the customer. Additionally: customer requires/wants all part returns to be tracked in the RMA process. And that’s where the difficulties start. using RMA as ‘Customer owned’ doesn’t work => we have a case open for this. - and an active work around (RMA as company owned, use WO to change Owners
Hi Please could you tell me your case or bug id number ? I have the same problem BR
Hi Christèle, Can you first check if the attached document is viewable one in IEE? You can set the document viewing type to icons in IEE and see if any document is greyed out or not. The ones with greyed out will not be visible in Aurena even though they appear in IEE side. Any other available document should be visible in Aurena as same as in IEE. BR//Aruna Yes my document is viewable as you see on the screenshot on below and the attached document is not greyed out.but in Aurena I can’t see it :
Hi all In Aurena we can’t see the Document Import Actions window. So how can we see th attached e-mail in The business mail. I can see the body e-mail in Aurena but I have no attachments while i see them in EE.In Aurena :The same business mail in EEThe is the attachment ThanksBR
Hi, I assume that this error is raised because the business mails and attachments could not be saved properly. If you have defined in the CRM/SRM Default Values page that mail body should be saved to docman and that html content should be shown, the mail body will be saved as an attachment to the business mail. Since you can't see the mail body I guess the attachment (mail body) has not been saved. There can be different reasons why the attachment is blocked. I don't think it has anything to do with user permission settings but maybe other access settings when it comes to outlook. To figure out what is wrong we would need more information about outlook version, EWS?, which update you run etc. If possible it would be better to raise a support issue and provide as much information as possible. Best Regards, Anna I use Outlook 2013 and IFS EE update 10. Best regards Christèle
Hi, I use Outlook 2013 and IFS EE update 10. Best regards Christèle
I tried this routing rules : But it doesn’t work correctly. Is there anything else to do ?Thanks for your answer quick because I’m stuckChristèle
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