Distribution (CRM, Commerce)

Has anyone integrated Pacejet to IFS and used order line discounts and shipped internationally?We are running into a couple of issues with our setup.1 - IFS Shipment Pro Forma uses Customs Value as the value it displays, but it sends price to Pacejet.  This causes a discrepancy on international paperwork because the SLI in pacejet does not have the same price2 - We use percentage discounts on order lines and again IFS send the price, not the discounted price to Pacejet and again we have a discrepancy on international paperwork. Has anyone dealt with these issues?  If so, how have you resolved them.

When a Sales Part is inactive (and its Sales Base Price is closed), IFS still allows it to be added to a Sales Quotation after displaying only a warning, whereas the same part is blocked on a Customer Order.Is this the standard IFS behaviour? Is there any standard configuration or recommended approach to completely prevent inactive/obsolete Sales Parts from being added to new Sales Quotations, or would this require a customization?Product Version: 23.2.17Business Impact: When a Sales Part is obsolete, it is still possible to select it within a Sales Quotation albeit with a warning message (this is not the case with Customer orders). The warning message is easy to miss so we would like to find a solution that prevents the part from being selected altogether.

Our entire business is set up as one inventory part set to Cost Per Configuration.  Over the years, we now have 50,000+ configurations IDs on that one inventory part.  How can I calculate and save standard cost?  I know I can do it one-by-one using Interim Orders or Shop Orders, but I need a systemic solution for all 50,000.  I’m looking for something similar to ‘All Parts Cost Calculation’.  Any help would be appreciated!

It now and then happens that there is a quality issue with a specific lot batch number. IFS can put an availability control on specific stock. But because of regulations in our industry (medical) this is not sufficient. The requirement is quite straightforward: some sort of master switch entirely blocking the use of this specific l/b nr. The fear is that using only the availability control would leave holes, like when stock is returned using an RMA after the available stock was already blocked. It could then become free stock if it slipped attention.I don't believe this is possible out of the box (25R1 SU10), but I also believe there will be more customers in medical, food, or aviation with a similar requirement. How is this usually handled?  

Is it possible in IFS 10 to make it so credit limits do not consider future orders against a customers balance available. Just invoiced orders.  Thanks!~

Hello ,I am trying to configure sourcing rules for a sales part.I have 2 sites.I would like to create the following rule:Customer C1 orders part X from site A and the sales order line should automatically be assigned Inventory Order.Customer C2 orders part X from site A and the sales order line should always be assigned Internal Purchase Direct (direct supply) from another site.Is it possible to configure this using Sourcing Rules and Sourcing Rule per Customer and Sales Part? If yes, could someone provide an example of the required setup?Are these sourcing rules always based on the supply chain setup?Is it possible to achieve this without using the Supply Chain setup?I would like this rule to work regardless of the delivery lead time.Why did the system select priority 2?  

Is there any way to auto-complete the QTY to Move field with the quantity from the field Available Qty to Move on the screen below? 

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

Hi Community, I have a Customer Order with: A customer order line A charge line connected to the COLThe customer order line is connected to a project activity.In the project activity:The customer order line amount is displayed in the planned revenue The charge line amount is not displayed in the planned revenueSo, on my activity, my planned revenue is not complete.It should be: COL amount + COL charge amount. Is it possible to set up the system to achieve this?

The available documentation does not provide step‑by‑step instructions for editing a Case's time stamp or changing the case owner after a case has been reopened in error.   How can this be accomplished?  In Shop Floor Clockings you can correct this data for manufacturing reporting.  Is there a similar area for Cases?

How to bulk edit Business Opportunities in IFS Cloud:Navigate to Business Opportunities and open Page Designer Under OpportunityOverviewPage, expand Content and select Business Opportunities list Scroll down to Opportunities List details and enable Crudactions Under Crudactions, enable EditAny updates made to Business Opportunities will update the Business Opportunity. However, you can skip sales process stages on Business Opportunities and the skipped stages will not close on Business Opportunity. I haven’t found a solution to this yet.

Hi Guys,Most IFS oriented by Company and site but when we talk about IFS CRM, it is only take COMPANY in consideration. Take BUSINESS OPPORTUNITY for example, right now we created a custom field SITE to deal with the situation, maybe is our understanding that is not good. Can anybody clarify why this?IFS Version: 25R2 SU5Thanks, Gianni Neves

Hi Community,Our integration service provider sends both the incoming Customer Order XML and the related PDF attachment to our IFS Reader separately. PDF name include Order reference.Is there any standard mechanism in IFS to import this PDF file and attach it within IFS, preferably to the corresponding incoming Customer Order, same as we do on incoming external supplier invoices ?Any lead is appreciated. 

We are starting to use service contracts (IFS 8) and some of our customers pay for one year in advance. Is there a way to have the service contract set up to show monthly the consumption of the prepaid dollars and then start charging when the year is used up?

It seems that you need an existing record in the Register Arrivals screen in order to select that line and then use the line-specific commands to Create the PO.  What if you’ve never created a PO for this PN?  In this case, when you search the Register Arrivals screen, there are no records and when there are not records, there is no line to select to enable the command to create PO. Thank youPatrick

Go to register arrivals and filter by "Source Ref Type" equal to "Return Material Authorization" and click search.Choose any one of them and click "Receive Parts against Order Deliveries". A pop up window appears and you can choose which material and quantity you want to return.It doesn't matter if you choose the quantity on the RMA or less than the quantity on the RMA, it give you the error shared below.  

Hi everyone,I’m trying to confirm two things about standard IFS functionality on Business Opportunities and Projects. ​​ Can a Business Opportunity be connected to or converted into a Project (in the Project Management Module)?  Does the Opportunity status matter? For example, can an Opportunity in Closed, Won, or Lost status still be converted to a Project, or does it need to be in a specific phase? note that I am using IFS cloud 25R2 V4 environment to test this out. If anyone can confirm whether this functionality exists in standard IFS (Apps 10 or Cloud), and under what conditions the command appears, I’d appreciate it.Thanks!Sachitha D

Hi All,What’s the best practice in IFS cloud to integrate with WMS? Is there recommended integration projections that we can use?In pervious versions, we were using WMSINT that contain 6 messages to make the integration work between IFS and a WMS work. We would like to know which projections can be used as replacements for this?More information on WMSINT can be found in this topicWMS Integration | IFS Community

Per end user when creating an interim order for a configuration on a customer order line, they add a part number to the interim order but when release the customer order the added part does not transfer to the created shop order. Steps per user:step one create configuration in sales order step two create interim order step three Add a part to interim order and save step four Release sales order step five Access shop order and view the material tab

I found an On-Boarding element in the Account lobby view in Cloud, but I can’t find where to create the on-boarding process, nor find any more information here in the IFS Community or in the IFS documentation. Can someone explain how to get this in to use, and if there are any more documented information (product documentation) on the function?  

Using IFS Applications 9. We have a Sales Quotation in the “Released” status.  There is one quotation line, and that line was marked as “Won”.  Would this line status cause the Sales Quotation to be non-closable?  The option to close the quotation is greyed out in Enterprise Explorer.

Has anyone ever handled Sales Contract Penalties in IFS. If so, what did you use, standard forms or Customisations or a bit of both?We’re still on Apps10 and want to find some way to register them, so that we can add warning messages if pegged Shop Orders are delayed.I’ve looked at Project and Risk, but keep coming back to Sales Contracts as a place holder and a custom page to hold the various types of penalty and their potential cost.   It would also be good to know if this is available in the later versions of Cloud.

We would like to raise a formal product correction request regarding the Site Cluster/Structure page in IFS Cloud. The current client behavior does not support drag-and-drop repositioning of nodes and connected sites within the Site Cluster hierarchy, although this interaction pattern has been available in earlier IFS versions and is aligned with the expected maintenance behavior for hierarchical structures.This limitation has a direct operational impact on our customer, who performs frequent structural reorganizations of sites within existing Site Clusters as part of ongoing supply chain, distribution, and master data governance activities. Without drag-and-drop support, users are forced to rely on more manual and time-consuming maintenance steps to re-sequence or relocate nodes in the hierarchy, which reduces administrative efficiency, increases the risk of configuration errors, and negatively affects daily business operations.From a technical and usability perspective, this appears

The search bar in the view Business Opportunity Pipeline does not seem to work. None of the searchable cells have an impact on the kanbanboard and the visible kanbancards.  

Business Opportunity Pipeline (kanban view) has different type of customizations available, but I haven’t been able to find documentation on what actually is possible.Is there documentation on what customizations by default is able to create for the pipeline objects, such as the red triangle showing, or the green bar when the opportunity sales process has concluded? What other default visual functions are the for the canban objects? Is it for example possible color code objects which has stalled or has entered the piepline in the last week?