IFS Could.Sales Quotations can have multiple revisions. In the scenario in which we have a configurable part in the sales quotation lines, if the configuration is changed after releasing and printing, a new revision is automatically created. A client could decide, after 10 revisions were printed and sent to them, to place an order based on the configuration created on revision number 1, and not the latest revision. In my example below this is configuration ID 766.Quotation Line History only shows an overview screen without possibility of navigating to the Configuration ID. There is also no possibility of going back to see previous configuration and flick through revisions (this is possible for Business Opps and Sales Contracts), all we can do is read the changes from this history window.In configuration Specification, config ID 766 doesn’t existAlso, doesn’t look used If I create a new line (by duplicating the one line on the quote) to use the functionality ‘Copy From’ to be able to ap
Hi All, Does anyone know what the ‘Main Representative’ does in the Customer record in Cloud?I was expecting this to become the default main rep in all leads/business opportunities/sales quotations/customer orders for this specific customer.Instead, the default is always the person creating it and not the person set as Main Representative in the CRM Info of the customer. I am not sure what this does as it seems to have no impact whatsoever. Thanks in advance for any help on this.
Hi Community, Does anyone know how to get to the Configuration Price List in 22R2?I seem to not be able to find it.Thank you in advance for any help you may have.
Hi All, I have a request from a customer who usually prints out price lists to sent to their clients.I can see the functionality ‘Print Sales Price List’ but unfortunately it does not print the characteristic prices.This means, all the configurable sales parts which don’t have a base price, result in ‘0.00’ with no characteristic values showing.I have looked for an option to export the characteristic values to Excel but it does not look like it’s possible. Any help is much appreciated.
Hi, Has anyone updated the dialog page ‘Add Contact’? This dialog page is accessed from the Business Activity and the Business Opportunities screens when adding a new contact. The page designer on Business Activity and Business Opportunity screens doesn’t show this dialog box to be able to remove/add fields or rename them.Would be really helpful to us to know where to access this from.ThanksAlice
Hi All,I have added some mandatory custom fields in the ‘New Valuation’ dialog page in Aurena UPD 12. The issue I am experiencing is that we fill in the details when we create a new valuation in the dialog page, but the ‘Sub Contract Valuation’ screen doesn’t seem to get the data (see below)I have added the field ‘Valuation Date’ in this testing as it is not a custom field and wanted to check if the issue was only on custom fields. I have amended many dialog pages in Aurena, this is the first time I have found this issue. Anyone able to help?
Hi All, Has anyone managed to create a shortcut to navigate to an external link? I would like to have a link in the shortcut menu to go onto a website. Much appreciated.
Hi, Is anyone aware of a screen in Aurena where users can download multiple supplier invoices in one go?
Hi,Has anyone been able to create a command to run a quick report type ‘Operational’? I am on UPD 9 and I only get these two types available ‘Crystal Reports’ and ‘SQL Statement’. ThanksAlice
Hi, Has anyone customised the Start Page to have a custom Welcome Message rather than the standard IFS? Is it possible?
Hi All,I am converting lobbies from IEE to Aurena and noticed that the mailto links don’t work in the ‘Web Access URL Address’. Anyone knows how I need to change the old link to make it work in Aurena?Any help would be much appreciated. Thanks!Alice
Hi All, Is anyone using the Event Action to notify authorizers of new invoices? It’s triggered via the event “NOTIFY_NEW_INVOICES”. Does this work in Apps10?Thanks Alice
Hello! Has anyone ever done a Go-Live without the Finance Module, having the finance department join in at a second stage? If so, what were the challenges faced or comments about splitting the go-live?
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