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Former Member
May 06, 2008 at 08:06 AM

Bp roles

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Hello All ,

My business requirements:

Prospective customers should be created in CRM, with first opportunity they will be replicated to ERP, quotation will be created in CRM and replicated to ERP, and orders will be created in ERP only. Once BP becomes real customer his data can be maintained in ERP only.

In order to create quotation with pricing Sales Man has to provide Sales organization data. This data exists only in "sold-to" role.

Is it reasonable to create prospective customer directly in "sold to role? Only for quotation pricing? It means I create potential customer directly wiyh "sold - to' role before it become real customer.

Additionally I have 2 "sold-to" roles in the system;

CRM000 and CRMACC what the differents?

Thank you very much

Rika