Hello, I’m having an issue understanding the workflow in IFS as it relates to Sales Quote generation. Currently, we are starting the process at Business Opportunity. An opportunity line would be entered for a top line part, which would be saved as a Non-Existing Part. From there an Estimate is created for the part. The calculation is made and the Business Opportunity is updated via the connected object from the Estimate to the Opportunity. In order to create a quote, we have to register the part using Register Non-Existing Part in Business Opportunity. When that is done, you can then RMB the opportunity line and create a Sales Quote. The issue becomes when you need to change the quote for any reason, the Business Opportunity is not also updated to reflect the change. If you adjust Contribution Margin on the Sales Quote, that does not update the Business Opportunity. Additionally, if you need to modify the Estimate, when you update the connected object to the Business Opportunity, you
Hello All, We are an IFS Apps 10 customer, and we are in the middle of our implementation. We have run into an issue with regard to the Estimating module. The issue we are facing is creating an estimate for a part that has operation steps at multiple sites. We may have a part that has an operation step in one facility, and it is then shipped to another facility for additional manufacturing. We have been unable to build this estimate, as the module seems to require you to use the same site for all parts in the estimate. I believe we may be setting the estimate up incorrectly, but I am not sure. Any guidance would be greatly appreciated!
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