IFS Cloud: How to Set Up Parts, Find Help and Use Web Devtools
ifs cloud how to set up parts
Also searched as
- how to access help in ifs cloud
- what is ifs cloud web devtools
- ifs cloud user guide
Short answer
In IFS Cloud a part starts in the Part Catalog and is then extended into an Inventory Part, and optionally a Purchase Part and a Sales Part, each holding the data for that function. Help comes from the in-app help and the IFS documentation site for your release.
Applies to: IFS Cloud, Aurena client. Page names can vary by release and by activated components.
Create a part end to end
- 1Open Part Catalog and create the part with a part number, description and unit of measure.
- 2Open Inventory Part for the part and create the inventory record for a site, choosing the part status, planning method and inventory valuation method.
- 3Set the lead time, safety stock, lot or serial tracking and supply or demand codes your business needs.
- 4If you buy it, create the Purchase Part and link the supplier, price and purchase unit.
- 5If you sell it, create the Sales Part with the sales price list and unit conversion.
- 6Check that costs, accounting groups and the part's product code and family are set, since they drive posting.
- 7Run a test receipt and issue to confirm the setup behaves before using the part in production.
Why there are several part records
IFS separates the master definition of a thing, the Part Catalog, from how each site or function treats it. Inventory Part holds stocking and planning settings, Purchase Part holds supplier-side data and Sales Part holds selling data. This lets one part be handled differently per site.
Most setup errors come from missing the second step: a part exists in the catalog but cannot be used on an order because no Inventory, Purchase or Sales part exists for that site.
Finding help in IFS Cloud
Use the in-app help or question mark option on a page to open context help. For deeper material, the IFS documentation site holds the user guides and technical documentation by release, which is the reference for your exact screens.
Your administrators can also add company-specific guidance. When documentation and the screen disagree, trust the screen and check your version.
What people mean by web devtools
There is no single product with that name that I can confirm for every release. In practice people mean either the browser's own developer tools, used to inspect the projection calls a page makes, or the Aurena design-time features for page personalization and extension. Both are useful to developers and administrators.
Use them to learn which projection feeds a page, then build integrations on the projection rather than screen scraping.
Try it here, free
IFS Cloud Upgrade Test Checklist
A grouped test checklist for IFS release updates and upgrades covering environments, core processes, integrations, reports, security and sign-off.
Common pitfalls
- !Creating only the Part Catalog record and expecting it to be orderable.
- !Choosing an inventory valuation method without agreeing it with finance.
- !Leaving the part status at a value that blocks transactions.
- !Missing unit of measure conversions between purchase and stock units.
- !Following old documentation for a different release.
How an ERP-grounded AI assistant handles this
An assistant grounded in your IFS data can check a newly created part for gaps, for example a Sales Part with no Inventory Part for the site, and answer how-do-I questions from your own documentation. It reads only, and on-prem deployments keep it inside your network.
Frequently asked questions
What is the difference between Part Catalog and Inventory Part?
The Part Catalog is the master definition. Inventory Part is the site-specific stocking and planning setup built on it. A part needs both before it can be stocked.
Where is the IFS Cloud user guide?
In the IFS documentation portal for your release, and through the help option inside the application. Pick the release matching your environment.
Why can I not use my new part on an order?
Typically the Sales Part or Purchase Part is missing for the relevant site or the part status blocks the transaction. Check each record and its status.
Can I bulk load parts?
Yes through the migration capability or Excel based import in many releases. Rehearse in a test environment first.
Related
IFS Cloud Migration Tool and the Service Update Process
IFS Cloud ships a data migration capability for loading legacy master and transaction data through staged migration jobs, and it follows a release model of feature releases plus service updates in between. Treat both as projects: migrate in rehearsed waves and test every update in a non-production environment first.
How-toIFS Cloud Customer Order Supply Code and Project Orders
The supply code on a customer order line tells IFS how the demand will be fulfilled, for example from inventory, by a purchase order or by a shop order. For project-connected lines, the supply code together with the project and activity connection decides whether supply is reserved to the project or planned centrally.
How-toIFS Cloud Versions: Release Names, Solution Sets and How to Check Yours
IFS Cloud releases are named by year and half, such as 22R1 and 23R2, with service updates between feature releases. Solution sets are packaged industry or regional content layered on the core product, for example for aerospace and defense, Europe-specific needs or service industries. To see which version you run, use the About information in the client or ask your administrator for the installed release and update level.
Error fixIFS Cloud: Unable to Save, Internal Server Error and Quick Report Problems
In IFS Cloud a save failure or internal server error is almost always a server-side exception returned through the projection the page calls. Read the error detail, reproduce it in the browser network tab, then check the middleware and database logs for the real cause, which is typically a business rule, a missing permission, a bad customization or a stale cache. Quick Report problems are usually a missing permission grant or mismatched bind parameters.
How-toIFS Cloud Workflow Example, External File Templates, Update Analyzer and PO Status
Treat IFS Cloud configuration as a set of building blocks: workflows or business events to react to changes, external file templates to load or send flat files, an update analysis step to check what a release will touch in your customizations, and the supported database views for reading data such as purchase order status. This page shows how each fits together with a worked approval example.
How-toIFS Cloud Report Designer, Quick Reports and Crystal Reports: Which to Use
IFS Cloud has several reporting routes. Use Quick Reports for fast read-only lists of data, the report designer route for formatted operational documents such as order confirmations and pick lists, legacy Crystal-based layouts only where you already have them, and the analytical tools for dashboards. Report rules then control when and how a report is produced and sent.
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Stuck on IFS Cloud?
Talk to engineers who work inside IFS Cloud every week, and who build private AI that answers these questions from your own ERP data.
Keep exploring
Free tools
- IFS Cloud Upgrade Test ChecklistA grouped test checklist for IFS release updates and upgrades covering environments, core processes, integrations, reports, security and sign-off.
- IFS Cloud Implementation Statement of Work TemplateDocument template for an IFS Cloud implementation statement of work covering scope, deliverables, assumptions, roles, change control and acceptance.
- IFS Cloud Data Migration Object TrackerEditable tracker for IFS Cloud migration objects with source, owner, cleansing status and effort so you can see remaining work in hours.
ERP fixes and how-tos
- IFS Cloud: Add a Permission Set, What an IAM User Is and Linking an Employee to a SupervisorHow IFS Cloud users, IAM identities and permission sets fit together, how to grant a permission set, and how to link an employee to a supervisor.
- IFS Cloud REST API Documentation: Projections, OData and How to Explore ThemWhere IFS Cloud API documentation lives, how projections and OData work, and how to explore endpoints in your own environment with metadata and filters.
- IFS Cloud Integration Options: Projections, Connect, Events and a MES ExampleCompare IFS Cloud integration options: projections and OData, IFS Connect, business events and workflows, with a worked MES integration example.
Guides
- SyteLine IFS Framework Development GuideComplete guide to SyteLine IFS framework development. Form architecture, grid components, IDO binding, and IFS best practices for developers.
- Infor LN Support: Alternatives When Infor Cannot Help Fast EnoughFrustrated with Infor LN support response times? Explore alternative support options including consultants, user groups, and AI-powered assistance.
- How to Set Up SyteLine REST API EndpointsComplete guide to configuring REST API endpoints in SyteLine CloudSuite Industrial. Learn IDO-based API exposure, authentication, rate limiting, and endpoint security.
AI on your ERP
- AI for IFS Cloud in aerospace and defense manufacturingAdd AI to IFS Cloud for aerospace and defense: projections, Aurena UX, Lobby, and engineer-to-order data, deployed on-prem or in your private cloud.
- IFS Field Service Management AI Integration: Private AI on IFS Cloud Service DataAI for IFS Field Service Management: service requests, work tasks, agreements and technician data via IFS Cloud APIs, joined to parts and finance. On-prem.
Integrations
- How to add AI agents to IFS CloudHow to add AI agents to IFS Cloud: a tool layer over OData projections, event-driven triggers, scoped service accounts and human approval before any write-back.
- How to use ChatGPT with IFS CloudHow to use ChatGPT with IFS Cloud: custom GPT actions over OData, exports versus live access, enterprise data controls, and when a private model is safer.
Software
- IFS CloudIndependent guide to IFS Cloud, the ERP and enterprise asset and service platform: modules, integration options, limitations, alternatives and AI use cases.
- IFS Field Service ManagementIFS Field Service Management covers service orders, scheduling optimisation and mobile work within IFS Cloud. Modules, integrations, AI uses and alternatives.