Distribution (CRM, Commerce)

What is the effect of enabling the “Show Week Number” button under Account Settings?Also, when I enable the button, leave the window and return to the window, the button is again disabled. Why am I not able to enable the function? 

I receive this error when attempting the Save to CRM function. Has anyone experienced this and know the solution?

Hi Heros, After adding a custom field at the Business Lead screen, it is working on IFS Cloud, but on CRM Companion, I am getting the message error below. Anyone have any idea how to fix:   IFS Version: 25R1 

I found the module (machine learning) which enables predictive scoring for Business Opportunities. The product documentation says something, but leaves gaps in helping to understand how actually the predictive score is calculated.Does anyone have documentation or knowledge on how the predictive score is calculated?Are there lobbies or ready-made reports which uses the predicive score for forecasting? Does it take into account the BO probability also?

HiThere is already a post with this question. Do you know in which release this issue will be resolved?Thanks a lot for your answerBRChristèle

Hi,Is anybody knows where i can parameter the url launched by the print of the sales contract ? For the moment it launch the wrong URL.   

Hi experts,how can I create a template for a customer and then use it?We use IFS app 10.  

Hi Team,I’m running inter-company flow with direct delivery. Let’s assume for a particular demand, I created two shipments from supply site. How can I now record one shipment as completed in register direct delivery page at once without selecting all the lines manually?Register direct delivery page has no reference to shipment ID and it shows line wise.

Hallo community!I am trying to configure IFS CLOUD to trigger a message when a Sales Part is not available that has a substitute part set up that is available.But so far, I have failed. What I found as the potential solution in the documentation is the following: But when I go to the Inventory Part Asse Classes page, there is no such parameter: Any ideas?Thanks,Gunther

WHAT'’S IS THE DIFFERENT BETWEEN WORK TASK AND WORK TASK STEPS IN IFS 10?WHAT'S TIME REPORT IN IFS 10? 

In our setup we’re looking for the simplest way to regularly invoice a software license in IFS Cloud.Real-world scenario:We sell a software license that renews automatically every year and gets invoiced quarterly.Technically in IFSC:software license is represented with a non-inventory configurable sales part Service Contracts can trigger regular creation of Work Orders Request Contracts can trigger regular creation of RequestsThat’s why we’re wondering — what is the best and simplest way in IFS Cloud to handle recurring invoicing for something like a software license?And if the product is a non-inventory configurable sales part, how does that affect the setup or available options?Would love to hear how others have implemented similar recurring revenue models in IFS Cloud.

When I first login to IFS Cloud (24R1) and release a customer order I receive this error “Execution exception.sender thread caused by ifs.fnd.connect.senders .connectsender$temporary failure exception: exception while sending data caused by: java.net.socketexception: connection reset.”  I release the order again and the error goes away.  It seems to be the first time I log into the application.  It doesn’t bother me but is not acceptable for end users.We do utilitize Avalara integration, so I am wondering if it has something to do with that.

Hi, We can add Related Account (referance to another customer - Customer B) to a SalesQuotation belonging to Customer A.When we open Customer B - we can not see which Sales Quotations are ralated to this customer. Do anybody knows where to find it (overview of related SQ to a customer)? Account CRM does not contain this information.Br.Barbara  

Hello,is there an integrated mail client in IFS Cloud CRM or do I have to sent out emails with outlook planel? 

Hi, We are on Cloud 25.1.5. Getting the below when changing the wanted del date of the customer order line (bring it forward by 3 days).  This part is set up for MRP spare part forecast. I can set the Wanted date after 27/11 but not before (sales qty =1). But as you can see from inventory availability planning, there is plenty of stock on hand for any date. Why is it fussing about the forecast not being sufficient? Thank you in advance.  

In previous versions of IFS (Apps9, Apps10) , there was an option to use https://rivaengine.com/product/integrations/ to synchronise Calendar, Contact and Tasks between CRM and Outlook.Is this still available in IFS Cloud ? Is there a need for this synchronization in IFS Cloud?   

Hello,In a business opportunity, is it possible to go from confirmed status to in progress status without creating a quotation ? RegardsPierrick

A new functionality called Assembly Kit has been introduced in 25R2, and this solution perfectly fits one of our customer requirements. However, there is a limitation when managing these assembly kits for rental use, as the system has a hard restriction that prevents modifying the contents of an assembly kit through an assembly order when the ownership type is a company rental asset. I understand this limitation exists because the assembly kit cost is calculated based on the component costs.However, we would be keen to know if anyone from R&D can confirm whether there are plans in the future roadmap to enable the Assembly Kit functionality for rental use as well.

Hello.By adding a new line in the purchase requisition screen in the no part requisition lines, we have the following error message when we mention the supplier :A Tax Code is required when supplier tax validation has Transaction Level selected on Company, Tax Control tabI noticed that the tax code is not automatically filled and even if we fill it, the error keeps poping.Other information, the status is set to planned.Any idea to fix this?IFS APPS 10 UPD 5

An error "ORA-01403: no data found" we tried to release a blocked order in "Handle Blocked Customer Orders".   

When invoicing have blocked lines by mistake.I now cannot find the orderHow do I find the order and unblock so I can invoice the whole order please

I have properly creating a sales process and marked it as the default. However, whenever I create a new business opportunity, the “Sales Process” field is not defaulting to the Default Sales Process. What is the issue? This is for IFS Aurena with IFS 10.    

 Hi,I was wondering whether we can merge CRM accounts (Category = Customer) if they are not connected to any objects or do not have any transactions in the system.One of our customers using IFS Cloud has integrated IFS with an external POS system. They import CRM accounts from POS system and save these as customers (category = customer). The CRM account is labelled as duplicate, but we cannot see the “Merge Account” command on the header to merge the duplicate with the original account.I understand that merge account work ok for prospects but couldn’t find a document explaining any limitations or why it’s not supposed to work for new CRM accounts when the category is customer. Is this the intended behaviour for CRM accounts of type “Customer”, even if duplicate records don’t connect with any objects or do not ha

In 25R1, I am creating a Customer from the New Contact Screen.The duplicate check rule for single hit and combined hit are set as Active.The duplicate check action setup Default Action has been set as Prevent Save and set as Active.I entered the exact same name as a Customer that already exists.However, the duplicate check does not prevent the record from being saved.Any ideas as to the reason for this failure on the duplicate check ?    

I’d like to add a new stage to an existing Sales Process. I have added the new stage to the correct existing Sales Process Template, but now I am unable to add the stage to the Sales Process. Need help.