Curious as to best practice here and if there is a predefined Recipe that already deals with this.
thoughts are:
-PO comes in and order management goes into Epicor to add the PO
-a popup screen comes up with a list of Open opportunities for that account.
-Order management Selects the correct SFDC Opportunity that Matches OR selects New if there isn’t an opportunity already.
-Automation creates the op if needed and adds the SKUs and prices to the Op products, adds PO info to the Purchase order Object all in SFDC
-in Epicor Automation updates the opportunity number from SFDC into the affected records
-SFDC gets set to 100% WON
obviously, a lot of details left out and this is high level but is this the best practice and does this recipe or something close already exist?
Thanks
John