locked
Order and Order Details entities RRS feed

  • Question

  • I am currently modifying our CRM system and currently we have:

    A Project can have many Opportunities which can have many Opportunity Relationships which can have many quotes

    Now when a quote is won it currently creates an Order Detail and I am looking at why?

    So my questions are:

    * Should we be creating an order at this point?

    * Should the Order Detail be a line item from that quote and related to the Order?

    Am just a little bit confused regarding these entities and also the fields they contain.

    regards,

    Matt

    Wednesday, December 9, 2015 1:54 PM

Answers

  • Just of the top of my head it would seem better to customize the order entity rather than making a new one. That way you will keep the OOB functionality intact. That being said, there are no "right" answers and sometimes the way that a company works makes the OOB processes unworkable. This is rather design than technical though so I wouldn't be comfortable telling you how you should do it without knowing more about your business and frankly a forum isn't the place imho.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    • Marked as answer by Matt_H_UK Thursday, December 10, 2015 11:08 AM
    Thursday, December 10, 2015 7:08 AM

All replies

  • Hi Matt,

    A won quote should create an order, an order detail is a line in an order. IIRC order details are created from quote details and you might have some issues with the order of the details considering that the ordering field, which I don't remember the name of now, isn't mapped, but that can be solved.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Wednesday, December 9, 2015 1:58 PM
  • Opportunity - Quote - Order - Invoice

    This is the flow.

    Order Detail cannot exists stand alone with out an Order.

    Opportunity has Opportunity Products (OpportunityDetail).

    Quote has Quote Products(QuoteDetail).

    Order has Order Products(OrderDetail)


    Gopinath


    My blog

    Wednesday, December 9, 2015 2:00 PM
  • Ok thanks for this...

    So upon winning a quote we should create an Order and a single Order Detail for each of the Products Contained within the winning Quote (Quote contains 200 products, so we have 200 Order details for that single order)?

    Currently as mentioned above the quote is won and it creates a single order detail, the order detail just contains total values from the quote.

    regards,

    Matt

    Wednesday, December 9, 2015 2:17 PM
  • How you _should_ do is not an easy question :) To create an order, or a quote, with 200 lines is a lot of work, but it will sum up nicely. It all depends on a lot of things, for example where you do your invoicing. If that is done from the CRM, then it is probably a good idea to have the lines in CRM, otherwise it might be enought to reference a order number in your ERP system.

    Btw, how is that order detail contained in the system and how do you view it?

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Wednesday, December 9, 2015 2:21 PM
  • When a quote is won two things currently happen a ProjectDesign is created (custom entity) and an order details which is linked to the PD.

    The PD I suppose is the same as an order, thinking about it, in that it is the entity that brings together the numerous order details that could exist against a PD. (We prepare quotes for a customer, but once they have accepted the initial quote it may goto design and at this point the customer will be advised of additional costs due to design or spec changes).

    Quotes can be short quotes but can as mentioned previously be upto 200 lines long.

    After this we will deliver the products to a customer, there may be issues with the supplied products or delivery or ?? so we will need to raise a case against the order to sort this out.  I suppose the case could look at the individual lines contained within the winning quote?

    Invoicing is currently from our separate ERP system.

    Hope this makes it a little clearer.

    regards,

    Matt

    Wednesday, December 9, 2015 2:47 PM
  • Just of the top of my head it would seem better to customize the order entity rather than making a new one. That way you will keep the OOB functionality intact. That being said, there are no "right" answers and sometimes the way that a company works makes the OOB processes unworkable. This is rather design than technical though so I wouldn't be comfortable telling you how you should do it without knowing more about your business and frankly a forum isn't the place imho.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    • Marked as answer by Matt_H_UK Thursday, December 10, 2015 11:08 AM
    Thursday, December 10, 2015 7:08 AM