Skip to main content
Question

Object ID or "Superior SM Object ID" in Lead or Business Opportunity

  • November 13, 2024
  • 0 replies
  • 23 views

Forum|alt.badge.img+1
  • Do Gooder (Customer)

Hi all,

 

In the Customer Order Line (COL), it’s possible to link Sales Parts to a “Superior SM Object ID.” With the correct setup, the serial structure of the related part is automatically created in the “Objects” database upon delivery.

We require a similar connection for Leads, Business Opportunity Headers, and Business Opportunity Lines to a “Superior SM Object ID.” Ideally, the “Superior SM Object ID” would transfer to the Business Opportunity when a Lead is converted or from Business Opportunity Lines to Customer Order Lines.

Are there any plans to enhance the Lead and Business Opportunity functionalities to support these features? This information is essential for tracking which production line (superior SM object) will be served by our equipment.

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings