Hello, GentlemanHow can we change our customer number in a business opportunity when the business opportunity's status is in progress?Point 1: pay attention we creating a sales quotation from a business opportunity. Point2: When we want to change the customer number we see this error (take a look at attachment) Warm Regards Parsa Hasanzadeh MoghimiIndustrial Engineering senior expert & Data Analyst of sales engineering unitNooshirvani University of Science and Technology & Mazinoor Lighting Ind. IncTel: 011-31527000 ( Ext. Code : 123 )Mobile: 09108108254E-mail (Work): salesph@mazinoor.comE-mail (Academic): parsa.hasanzadeh.moghimi7596@gmail.comWeb Site: www.mazinoor.com
Hey there,How can we cancel the line in Sales Quotation or Business Opportunity with closed status?As a matter of fact, according to the attached file we have closed SQ or closed BO how can we cancel the two lines in In Progress status? All the best
Hello, GuysI have a question from Approvals page in IFS, in below I describe my problem, Would you please help me in this case?Look at the highlighted part in Picture No.1: Here we have an Object Description which is separated in 3 parts:Part No.1: Project Id Part No.2: Activity Id Part No.3: Activity DescriptionQuestion is exactly here, How could we change this permutation; Look at the queue here:From left to right we have:Project Id → Activity Id → Activity DescriptionI want to arrange this queue in a new structure:Project Name → Project Description → Activity DescriptionNow we should recommend a new path to achieve any element of the top diagram:Obviously for Project Name we can go to Activity page and refer to Project Name box can handle this situation. Picture No.2 For Project Description we should go to Project Navigator and referring to Project tab an Description box can call the Project Description. Picture No.3 Finally for Activity Description we do nothing, this field must
Hello, FriendsI have a problem in Relationship management module, I’ll describe it in the below:We have some Customized field in Business opportunity page (follow the attached file) that prepared by our ERP developer team, How can we achieve to these fields in Business opportunities page (we want to bring them in Business opportunities columns) for preparing some analysis report and excel output. Thanks guyswish the best
Hi my friends,I have a question from Representatives tab in IFS, It’s not important which page is that, every pages representatives I mean, How can we add a unique person with a same name (e.g. PARHAS ) actually with two different roles? for receive more information please find the attached file.I mean, I want to add PARHAS with two different roles, for example:Sales Engineering- Sales Support Sales Engineering Project ControlHow can I do this?! I will be very happy if you help meWish the best
Hello my friendsHow can we record our Business Opportunity Lines (make a history) when they (Business Opportunity Lines) connect to Sales Quotation, As you know when we create Sales Quotation from Business Opportunity the Business Opportunity Lines automatically set in Sales Quotation lines and when we change the Sales Quotation lines, again automatically the Business Opportunity Lines has changed, Here how can we make a history from our pre-Business Opportunity Lines? (before make some changes in Sales Quotation lines ), Actually we need our Business Opportunity Lines in every step separately.Wish the best for you guysGood Luck
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