Hello! One of our customer (IFS App 10) requires to add 100+ parts into Purchase Order. Right now, there is only one option available i.e. adding parts 1 by 1. And this is not feasible. Is there any option to add multiple parts in a Purchase Order in one go (preferably through excel)? (I’ve tried using ‘Simple Migration Tool App 8’ but, it doesn’t serve the purpose).
Hello! Background: There are 2 sites (S1 & S2) each with its separate company (C1 & C2). Both have been configured to communicate for inter-site customer orders. When customer order is created on site S1 with supply code ‘Int Purch Trans’, a PO is auto created at S1 & an Incoming Customer Order is created at site S2 (which when approved, a CO is created at S2). Then CO at S2 is Invoiced/Closed with a part that is both Serial/Lot batch tracked. Now, GRN has to be done against the PO at site S1 to auto-reserve the part issued to CO at S1 via CO invoiced/closed at S2. Here, I’m facing a problem, i.e. the Lot batch Number & the Serial number aren’t being captured at the time of GRN. This process works perfectly fine if I do it for sites that belong to the same company.
Hello! I’ve a scenario in CRM where there a 3 users. CRM User 1 (only has access to Business Lead) CRM User 2 (only has access to Business Lead) ADM User (has access to leads created by CRM User 1 & CRM User 2. Additionally, has access to Customers/ Customer Orders). Now, CRM users only have to create the lead and perform business activities. The conversion of lead to customer and then creation of customer order is assigned to ADM user. But at the same time, ADM user must not be able to view all of the Leads, Customers as there will be other groups with 1 ADM & 2 CRM users(to achieve this, I’ve added the ADM user to Lead, Activity, Opportunity & Customer filters using Access Group). CRM users have to add the ADM user to each of the lead/ activity they create manually, so that it may be available to ADM user. (This is kind of a site based crm scenario which I’m trying to cater through Access Groups.) Is there any option to auto-add the ADM users (supervisors) to each entry
Hello! We’re facing a problem with layout upon drill down from lobby. When we click a specific record from lobby, the system shows default layout instead of displaying customized layout. Any way this could be resolved?
Hello! Need help in creating corrective invoice for orders with Order Type “SEO”. System doesn’t allow creation of RMA for Service Orders. Is there any way to change the lines/ prices for customer invoices with status “Invoiced/Closed”?
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