Just in case anyone else was wondering...Epicor 9 CRM maps over from Vantage Estimate Quote. I guess I'm stuck with the CRM setup in Epicor 9. I haven't heard back from support so guess I'll work on a BPM to bring in the defaults for converted orders. I'm a little surprised that there isn't a conversion program available that brings default CRM values into orders. Oh well, no one said it would be easy!
Sue
Sue
--- In vantage@yahoogroups.com, "snielsen28" <snielsen.hipco@...> wrote:
>
> Hmmm, maybe there's more going on than what I thought! I've been assuming (yeah I know, never assume!) that CRM is part of the base Epicor 9 package and we didn't have a choice. I thought that was why the 6880 CRM/quote conversion process is there because of users going from no CRM to CRM. Maybe the quote/CRM structure changed enough in E9 that a conversion program was necessary there, but the same may not be true for orders.
>
> We aren't licensed for CRM in Vantage, but we are licensed for CRM in Epicor 9. I can't enter the default information into Vantage because we're not licensed there. Maybe I need to decide to A) ask to have my CRM license removed from Epicor 9 or B) take care of the converted orders with BPMs.
>
> Thanks Mark!
>
> --- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@> wrote:
> >
> > If you are not licensed for CRM then Task Set, workforce, territory, campaign, etc are not used and you will not be prompted for any of that information
> > ÂÂ
> > If you have CRM licenses, go into your company maintenance and under Sales'/CRM tab enter your defaults for task set, campaign, reason code, etc and see if that fixes the problem when you run a converted sales order
> >
> >
> > ________________________________
> > From: snielsen28 <snielsen.hipco@>
> > To: vantage@yahoogroups.com
> > Sent: Friday, March 22, 2013 9:24 AM
> > Subject: [Vantage] Epicor 9 CRM conversion
> >
> > ÂÂ
> > I have a call into Epicor that is becoming frustrating for both me and the tech that is trying to help, part of the issue may be a language barrier so thought I'd ask the group. I will be converting from Vantage (without CRM) to Epicor 9.05.701. I think I have to set up basic default CRM values in Epicor 9 whether we use CRM or not, is that right?
> >
> > After I run the DUU from 8.03.410 to 9.05.701 I set up the CRM default tables and run conversion 6880 to move the default campaign to quotes. That works just fine. When I add a new order in Epicor 9 the default fields pop in the way they're supposed to. However, the default CRM fields aren't brought into the converted orders. When a change is made in an order line of a converted order I can't save it until I've filled in the marketing campaign. We'll have many open orders when we convert, some with over 100 lines. Our sales department doesn't handle anything new well, I don't want them to have to deal with it. I've asked if there is a conversion program that updates the CRM info in the orders like 6880 updates the quotes. The tech keeps testing and explaining the default fields work, I know they work, I just want to know if Epicor has a way to move them into converted orders! I'm guessing I'll have to create a BPM to move it in or write a BPM and run it
> > on the converted database that will shove the values in, but wanted to see if Epicor had a way to take care of that.
> >
> > Thanks for any verification, clarification or advice!
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>