viernes, 18 de enero de 2008 3:45
I created two new entities. The first called Purchase Order and the second PO Line Item. I have setup a relationship between the two. The Purchase Order has a Parental relationship with the PO Line Item. I Mapped the field new_approvalstatus on the Purchase Order form with the new_postatus field on the PO Line Item. I matched the drop down llist integer values. I created a view to show all PO Line Items. The view displays The PO Number , PO Line Item Name, Vendor Part Number, etc. I also dispaly the PO Status on this view. I see the correct status on this view from the associated PO. When I open the PO and change the picklist value from pending to approved, save and close, launch the PO Line Items View and the PO Status still shows Pending. Is there somehting else that needs to be setup in the PO Line Item form or postatus attribute to make the update sync?
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viernes, 18 de enero de 2008 7:59Moderador
I think I understand what's happening here.
CRM mappings between entities are one-time only. That is, the mapping only occurs once when a related entity is created in the context of the parent entity.
In your case, creating a PO Line item inside a Purchase Order will populate the status field in the PO line item to be the same as the mapped field from the Purchase Order.However, no further synchronization is maintained by the system, so if the status on the Purchase Order changes this will have no effect on the mapped field in the line items.
The point of mapping is to save re-keying data that is the same on the related entity such as address information.
To achieve what I think you want to do will require programming.
viernes, 18 de enero de 2008 14:21
Thanks. I was afraid that was what happens.