- Integration -- best practice for ERP / CRM cross references
- Posted by Paul Galvin on September 2nd, 2003
Greetings,
I'm implementing some integration points between MS CRM
and an ERP application, MFG/PRO.
I've had good luck with Accounts and Products. I've also
successfully created an invoice. The invoice poses a bit
of challenge in that one cannot assign an invoice number
to a CRM invoice. Ideally, I'd like the <invoicenumber>
field of the Invoice object to equal the invoice number
from the ERP system. Unfortunately, CRM wants to assign
its own invoice number. I don't see another field on the
Invoice object that fits the bill.
This isn't the end of the world, of course. It just means
I have to do some sort of xref between them so that we can
tie the two together.
I'm sure I'm not the first person to have this problem and
maybe MS has a prescribed approach to making the XREF?
My plan for the moment is to create "Annotation" objects
and tie them to the invoice.
Any thoughts or comments?
Regards,
--Paul Galvin
ISSG
http://www.issgroup.net
- Posted by Karl Iuel on September 2nd, 2003
Hi Paul,
Why not add an additional field to the invoice object using the
Microsoft CRM deployment manager. This is then available to be
integrated with just as a standard MS CRM Field.
"Paul Galvin" <pgalvin@issgroup.net> wrote in news:0ae501c370ef$5ea397a0
$a001280a@phx.gbl:
- Posted by Paul Galvin on September 3rd, 2003
Thanks for the comment.
I didn't realize how easy it is do to that sort of thing.
We've decided to do that as well as maintain an xref field
within the ERP application so that that we can tie both
together from both sides of the link.
Regards,
--Paul Galvin
ISSG
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