FORUMS

c360 Forums
 Home        Members    Calendar    Who's On

Welcome Guest ( Login | Register )
      



Importing Opportunity ProductsExpand / Collapse
Message
Posted 11/1/2007 4:53:23 PMPost #1853
 

Forum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum Newbie
We are preparing to do a migration from our old CRM system into 3.0. One of the things we have to handle is Opportunity and Order Products.
The problem is since these are historical records the products they contain may not be anything we want to create in a Pricelist; in addition the part numbers they list may have had multiple prices over different calendar years.
To work around this we want to migrate them as 'Write in' products. How do we do this within C360? Alternatively is there another good way to approach this?
Posted 11/2/2007 4:20:26 PMPost #1855
 

Forum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum Newbie
Please stand by for an adequate answer for this question.

Thanks

Crystal Grant

Posted 11/6/2007 10:51:30 AMPost #1856
 

Forum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum Newbie
You would need to set the "isproductoverridden" and "ispriceoverridden" to 1, then set the field "productdescription" and so on....Also remember to set the relation to the current opportunity.

This should work for you.

Crystal Grant

Posted 11/6/2007 5:26:07 PMPost #1857
 

Forum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum NewbieForum Newbie
Thank you, we'll give this a shot!
« Prev Topic | Next Topic »


Reading This TopicExpand / Collapse
Active Users: 0 (0 guests, 0 members, 0 anonymous members)
No members currently viewing this topic.
Forum Moderators: kanika.jackson, Ken Champion

PermissionsExpand / Collapse

All times are GMT -5:00, Time now is 5:11am

Powered by InstantForum.NET v4.1.4 © 2008
Execution: 6.672. 17 queries. Compression Enabled.