CRM Migration Details

This page describes the submitted migration jobs used for migrate IFS Sales & Marketing information to entities in Enterprise and CRM.

Contents

• General
• Process
• Job Details
• Export Jobs
• Basic Data / Conversion List Jobs
• Account Jobs
• Contact Jobs
• Opportunity Jobs
• Activity Jobs
• Lead Jobs
• Document Jobs
• Custom Page/Fields Jobs
• Mappings

General

The migration jobs are designed for migration from IFS Sales & Marketing Baseline delivered with IFS Application 8 and 9. The migration jobs is using a database link with name CRM_MIGRATION_LINK, which is pointed at the source database. No data is changed in the source database by the migration jobs. If source is IFS Sales & Marketing 9 and exist in the same database as the target the database link need to be linked to itself.

The migration jobs are using a help LU called: CRM Migration. It contains functions and procedures that are used by the migration jobs. The CRM Migration table is used to connect keys in IFS Sales & Marketing to keys in IFS Applications. The view the CRM Migration view in the IEE enter manually the address: ifsapf:tbwCrmMigration.

The order of the jobs is important when doing the migration. Run the jobs in the order listed on the page to be sure everything is migrated. Some scripts can be rerun to update the information and some only is allowed to run once. The information stored in CRM Migration controls what has been migrated. If running for example CRM_ACTIVITY, which migrates activities from Sales & Marketing, only activities related to migrated accounts will be migrated, meaning CRM_PROSPECT and CRM_CUSTOMER jobs needs to be executed first. See prerequisites notes.

The migration jobs is also using conversation list. These are typically used for mapping IFS Sales & Marketing single choice/multiple choice option list with IFS Applications Basic Data.

Process

Following process needs to followed in order the prepare and execute the migration jobs:

1. Create database link with name CRM_MIGRATION_LINK, which is pointed at the source database. No data is changed in the source database by the migration jobs. If source is IFS Sales & Marketing 9 and exist in the same database as the target the database link need to be linked to itself.
To create the link, use for example PL/SQL Developer.
        RMB on the Database Link and select New...
        Enter name: CRM_MIGRATION_LINK,
        Enter Connect To Username and password.
        Enter the TNS in the Database. The HOST and the SID for the TNS can be found in the build.properties file located in the IFS Home folder.

2. Import the jobs using the script submitted with the CRM component. The scripts are located in the folder: Build Home\manualdeploy\database\crm. They are name like: POST_CRM_App9_ImportCRM<Xxx>MigrationJobs.sql. One for each area. Deploy them as ordinary scripts. A total of 97 migration jobs are included in the scripts.

3. Prepare the Basic Data/Conversion List by using the conversion list jobs.

4. Execute the jobs in the order defined in this document.

5. During the test migration you probably will change the scripts. Suggested is to copy the jobs to a new name so they will not be overwritten.

6. Export the jobs so the can be imported into the prod database. Change the EXP_LIST_FLAG to Y to also export the prepared conversion lists.

Job Details

The CRM migration jobs have information in following parts of a migration job:

Header:

General information of job.

Job ID: ID of the job. All CRM migration jobs starts with CRM_
Description: Short description about the job
Procedure Name: All jobs, except the exports jobs are MIGRATE_SOURCE_DATA
Group ID: The CRM migration jobs are divided into following groups: MIG_CRM_ACCOUNT, MIG_CRM_CONTACT, MIG_CRM_OPPORTUNITY, MIG_CRM_ACTIVITY and MIG_CRM_CUSTOM
Notes: Consist of similar info has this document. Run Info and what to decide before running the job.

Formatting:

Information about source tables and where filters

Source Name: The from clause of the source SQL statement.
Where: The where clause of the source SQL statement. Contains comments for information purposes what is actually retrieved.

Source Mapping:

Mapping between target and source columns
Column Name: The target column or parameter.
Description: Label of the column or direction of the parameter.
Flags: Flags like (K: key), (M: Mandatory), (ARG: Argument).
Source Column: The source columns. Added the select clause of the SQL statement.
Default Values: Default values. Added the select clause of the SQL statement.
Conversion List ID: ID of the conversion list of used.
Notes: Additional notes for this column

Note: The rows are added based on the Method List Attributes

Method List:

Target procedures to be called for each row

View Name: Name of the view.
Method Name: Name of the API to be called
New/Modify: Call of New__ or Modify__ procedures.
Column Name: Filter column
Column Values: Filter value

RMB menu: Method List Attribute...

Method List Attribute:

The attributes that is added to the attr_ parameters.

Fixed Value: Is used the set values based on previous Methods, e.g. ACTIVITY_NO@20: value is set to the ACTIVITY_NO value in the returning attr_ for the Method with position 20.

Rules:

ADDOBJ: Create extra column detail for OJBID. Is used during design of the jobs the allow re-execute of failed rows.
COMMITSEQ: Number of rows between each commit is set to 1000 by default.
CREATEDET: Create new column details based on views in MethodList. Is used during design.
IGNOREEXEERROR: Continue procedure even if errors occur. Is the to Active by default.

Export Jobs

To be able export the migration jobs to so they are easily imported into another database, migration jobs are used as well. The export jobs are divided into each area based on the different groups. The jobs are named EXPORT_MIG_CRM_XXX.Each export job for each group will be included in the export itself.

EXPORT_MIG_CRM_ACCOUNT/CONTACT/OPPORTUNITY/ACTIVITY - Export of CRM_ACCOUNT/CONTACT/OPPORTUNITY/ACTIVITY groups

Info:
Source: CRM Migration jobs and conversion lists
Target: Script to be saved.
Re-execute: The job will create new script to be saved

Default values to decide:
EXP_LIST_FLAG: Export conversion list flag. Is default set to 'N' to not export the conversion lists. Set to 'Y' when the conversion list jobs are finalized and ready to be used in the production environment.

Additional Info:
To save the script: Execute the job. Right mouse click in the detail tab and select Export to file....

Basic Data/Conversion List Jobs

To help out with creating conversion lists for mapping of IFS Sales & Marketing single choice/multiple choice option list with IFS Applications Basic Data, a number of jobs exist to create these based on the existing options in IFS Sales & Marketing. The jobs are named like:

• CRM_CV_ACCOUNT_XXX for conversion list used by Account jobs.
• CRM_CV_CONT_XXX for conversion list used by Contact jobs.
• CRM_CV_ACT_XXX for conversion list used by Activity jobs.
• CRM_CV_OPP_XXX for conversion list used by Opportunity jobs.
• CRM_CV_RESP_TO_REP specfic conversion list used by all groups to migrate Responsible to Representative

The conversion list jobs are included in the import script for each area.

The process the creating these mappings are:

• Run the conversion list jobs. (For example CRM_CV_ACCOUNT_LOYALTY)
  The conversion list (CRM_ACCOUNT_LOYALTY) is created and all existing options in Sales & Marketing are added.
• Check the Conversion Lists tab in Data Migration Basic Data
  Old Value column is set to the key ( “loy.001” for CRM Account Loyalty value “Good”).
  New Value column is set to the Description of key (“Good”).
  Note: The New Value column for some list are set as the code of the key instead of the description of the key. Common for these lists are that the codes usually have been transferred from IFS Applications to IFS Sales & Marketing. For these you should not need to the below steps: Create the Basic Data Option and Update the Conversion list.
• Create Basic Data options
  Go to the corresponding Basic Data form.
  Add/update the basic data options based on the existing options in the conversion lists.
• Update the Conversion list
  In the New value column replace the description with the new key for the Basic option.
  You can set the same key for several rows if you wish to combine the options.
• Create “the rest” row in the Conversion list
  The column in IFS Sales & Marketing could contain data that does not exist in the Single Choice option list. Those values are displayed within “<”, “>” signs in IFS Sales & Marketing Client. To take care of these we need to create a wild card option.
  Add a new row with Old Value set to “%” and New Value to for example “Unknown”.
  You could skip this but the jobs will return an error for each incorrect entry that needs to be fixed in the IFS Sales & Marketing database before the job can be run successfully.

Following jobs exist the create conversion lists:

CRM_CV_RESP_TO_REP - Conversion List: Responsible to Representative

Info:
Source:  User ID and IFS User ID in the Sales & Marketing user table.
Target: Conversion List / CRM and SRM Basic Data/Representative
Re-execute: The job will insert new options, no options are updated.

Additional Info:
Verify the conversion list, no rows should have an empty new value column. This means that the user is set to inactive in Sales & Marketing and has no IFS user id connected.
All IFS user id also need to exist as Representatives (if that user has been used as responsible in Sales & Marketing).
You also need to add the user that runs the CRM Migration jobs in the conversion list with its user id set to both old and new value. It is used as default value if no responsible is set for the main representatives.

CRM_CV_REP_TYPES - Conversion List: Representative Types/Roles

Info:
Source: Hard coded values in the job, which correspond to existing responsible field in Sales & Marketing Baseline.
Target: Conversion List / CRM and SRM Basic Data/Representative Roles
Re-execute: The job will insert new options, no options are updated (Error message during update, do not care about them)

CRM_CV_ACCOUNT_EMPLOY - Conversion List: Account No of Employees

Info:
Source: Sales & Marketing option list for No of Employees (Codename: NEM)
Target: Conversion List / CRM Basic Data/Employee Count
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_LOYALTY - Conversion List: Account Loyalty

Info:
Source: Sales & Marketing option list for Loyalty (Codename: LOY)
Target: Conversion List / CRM Basic Data/Loyalty
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_POT - Conversion List: Account Potential

Info:
Source: Sales & Marketing option list for Potential (Codename: POT)
Target: Conversion List / CRM Basic Data/Potential
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_SOURCE - Conversion List: Account Source

Info:
Source: Sales & Marketing option list for Loyalty (Codename: SRC)
Target: Conversion List / CRM Basic Data/Customer Sources
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_REGION - Conversion List: Account Region

Info:
Source: Sales & Marketing option list for Region (Codename: REG)
Target: Conversion List / Sales Basic Data/Regions
Note: The New Value column is set to the code value of the code instead of the description of the key.
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_DISTRIC - Conversion List: Account District

Info:
Source: Sales & Marketing option list for District (Codename: DIS)
Target: Conversion List / Sales Basic Data/District
Note: The New Value column is set to the code value of the code instead of the description of the key.
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_DELTERM - Conversion List: Account Delivery Terms

Info:
Source: Sales & Marketing option list for Delivery Terms (Codename: DEL)
Target: Conversion List / General Data/Delivery Terms
Note: The New Value column is set to the code value of the code instead of the description of the key.
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_SHIPVIA - Conversion List: Account Ship Via

Info:
Source: Sales & Marketing option list for Ship Via (Codename: SHI)
Target: Conversion List / General Data/Ship Via Codes
Note: The New Value column is set to the code value of the code instead of the description of the key.
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_CUSTGRP - Conversion List: Account Customer Stat Group

Info:
Source: Sales & Marketing option list for Customer Stat Group (Codename: CGR)
Target: Conversion List /  Sales Basic Data/Customer Stat Group
Note: The New Value column is set to the code value of the code instead of the description of the key.
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACCOUNT_MARKET - Conversion List: Account Market

Info:
Source: Sales & Marketing option list for Market (Codename: MAR)
Target: Conversion List /  Sales Basic Data/Markets
Note: The New Value column is set to the code value of the code instead of the description of the key.
Re-execute: The job will insert new options, no options are updated.

CRM_CV_CONT_CAMP_INTR - Conversion List: Contact Campaign Interest

Info:
Source: Sales & Marketing option list for Campaign Interest (Codename: CCI)
Target: Conversion List / CRM Basic Data/Campaign Interests
Re-execute: The job will insert new options, no options are updated.

CRM_CV_CONT_INTEREST - Conversion List: Contact Interest

Info:
Source: Sales & Marketing option list for Interest (Codename: ICO)
Target: Conversion List / CRM Basic Data/Personal Interests
Re-execute: The job will insert new options, no options are updated.

CRM_CV_CONT_ROLE - Conversion List: Contact Role

Info:
Source: Sales & Marketing option list for Job Role (Codename: POS)
Target: Conversion List / Enterprise Basic Data/Contact Roles
Re-execute: The job will insert new options, no options are updated.

CRM_CV_CONT_POW_DECIS - Conversion List: Contact Power of Decision

Info:
Source: Sales & Marketing option list for Power of Decision (Codename: POW)
Target: Conversion List / Basic Data/Power of Decisions
Re-execute: The job will insert new options, no options are updated.

CRM_CV_CONT_DEPARTMENT - Conversion List: Contact Department

Info:
Source: Department field in Sales & Marketing contacts
Target: Conversion List / CRM and SRM Basic Data/Departments
Re-execute: The job will insert new options, no options are updated.

CRM_CV_OPP_COMPETITOR - Conversion List: Opportunity Competitor

Info:
Source: Sales & Marketing option list for Competitors (Codename: COM)
Target: Conversion List / Sales Basic Data/Competitors
Re-execute: The job will insert new options, no options are updated.

CRM_CV_OPP_LOST_REASON - Conversion List: Opportunity Lost Reason

Info:
Source: Sales & Marketing option list for Opportunity (Codename: LRE)
Target: Conversion List / Sales Basic Data/Win and Lose Reasons
Re-execute: The job will insert new options, no options are updated.

CRM_CV_OPP_WON_REASON - Conversion List: Opportunity Won Reason

Info:
Source: Sales & Marketing option list for Opportunity (Codename: WRE)
Target: Conversion List / Sales Basic Data/Win and Lose Reasons
Re-execute: The job will insert new options, no options are updated.

CRM_CV_OPP_PROBABILITY - Conversion List: Opportunity Probability

Info:
Source: Sales & Marketing option list for Probability (Codename: PRB)
Target: Conversion List / CRM Basic Data/Opportunity Probability
Re-execute: The job will insert new options, no options are updated.

CRM_CV_OPP_STAGE- Conversion List: Opportunity Stage

Info:
Source: Sales & Marketing option list for Stage (Codename: SST)
Target: Conversion List / CRM Basic Data/Opportunity Stages
Re-execute: The job will insert new options, no options are updated.

CRM_CV_OPP_TYPE - Conversion List: Opportunity Type

Info:
Source: Sales & Marketing option list for Kind of Opportunity (Codename: KOO)
Target: Conversion List / CRM Basic Data/Opportunity Types
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACT_PRIORITY - Conversion List: Activity Priority

Info:
Source: Sales & Marketing option list for Activity Priority (Codename: APR)
Target: Conversion List / CRM and SRM Basic Data/Activity Priority
Re-execute: The job will insert new options, no options are updated.

CRM_CV_ACT_TYPE - Conversion List: Activity Type

Info:
Source: Sales & Marketing option list for Activity (Codename: ACT)
Target: Conversion List / CRM and SRM Basic Data/Activity Types
Re-execute: The job will insert new options, no options are updated.

Account Jobs

The purpose for the account jobs are to migrate Prospect and Customer information from IFS Sales & Marketing tables: Account (vmo_company) and Address (vmo_address)
Account jobs are imported using the script: POST_CRM_App9_ImportCRMAccountMigrationJobs.sql.

CRM_PROSPECT - Migrate Prospects

Info:
Source: Sales & Marketing accounts with category "Prospect" (cca.001)
Target: Customer Info
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Country - If default country is null in Sales & Marketing -> use visit country, if it is null -> use document country, if it is null -> use default value in the job, currently 'US'
Language - If country is not set in Sales & Marketing what language should be used? Change current Default Value 'en'
Creation Date - Decide if the date should be set to when the Account records was created or if it should be today's date. Remove current Source Column value S.CREATED if today's date should be used.

Additional Info:
The where clause can be changed so only a limit number of prospects are migrated during initial test.

Prerequisites: None

CRM_PROSPECT_ADDR_DOC - Migrate Prospect Document Addresses

Info:
Source: Document Address fields in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Customer Info Address and Customer Info Address Type
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Address ID: Currently using the first available address ID. If fixed id should be used, change it in both ADDRESS_ID and CRM_MIGRATION.TARGET_KEY2
Country - If document country is null in Sales & Marketing -> use visit country, if it is null -> use default country, if it is null -> use default value in the job, currently 'US'

Additional Info:
State: First checks if state value exist in the Single Choice state field, otherwise use the text state field from Sales & Marketing

Prerequisites:
Jobs: CRM_PROSPECT

CRM_PROSPECT_ADDR_VIS - Migrate Prospect Visit Addresses

Info:
Source: Visit Address fields in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Customer Info Address and Customer Info Address Type
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Address ID: Currently using the first available address ID. If fixed id should be used, change it in both ADDRESS_ID and CRM_MIGRATION.TARGET_KEY2
Country - If visit country is null in Sales & Marketing -> use document country, if it is null -> use default country, if it is null -> use default value in the job, currently 'US'

Additional Info:
State: First checks if state value exist in the Single Choice visit state field, otherwise use the text visit state field from Sales & Marketing

Prerequisites:
Jobs: CRM_PROSPECT

CRM_PROSPECT_ADDR_DEL - Migrate Prospect Set Delivery Address

Info:
Source Set Default Delivery Address flag on the Default Visit Address. If the Default Visit Address is missing it will use default Document Address instead.
Target: Customer Info Address and Customer Info Address Type
Re-execute: Check if Default Delivery already exist.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_PROSPECT, CRM_PROSPECT_ADDR_DOC and CRM_PROSPECT_ADDR_VIS

CRM_PROSPECT_ADDR_ORD - Migrate Prospect Order Address Info

Info:
Source: Order Address Info fields in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Order Address Info
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Delivery Terms and Ship Via are mandatory: Current default value is '*'

Additional Info:
State: First checks if state value exist in the Single Choice visit state field, otherwise use the text visit state field from Sales & Marketing

Prerequisites:
Basic Data jobs: CRM_CV_ACCOUNT_REGION, CRM_CV_ACCOUNT_DISTRICT, CRM_CV_ACCOUNT_DELTERM and CRM_CV_ACCOUNT_SHIPVIA
Jobs: CRM_PROSPECT, CRM_PROSPECT_ADDR_DOC, CRM_PROSPECT_ADDR_VIS and CRM_PROSPECT_ADDR_DEL

CRM_PROSPECT_ORDER - Migrate Prospect Order Information

Info:
Source: Order Information fields (Customer Stat Group and Market) in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Customer Order Info
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Customer Stat Group: Default value needs to be defined.
Currency Code: Default value needs to be defined. Currently 'USD'
All the other default values are default value in IFS Applications. Needs to be reviewed

Additional Info: None

Prerequisites:
Basic Data jobs: CRM_CV_ACCOUNT_CUSTGRP and CRM_CV_ACCOUNT_MARKET
Jobs: CRM_PROSPECT

CRM_PROSPECT_PHONE - Migrate Prospect Phone

Info:
Source: Phone field in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Comm Method
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_PROSPECT

CRM_PROSPECT_FAX - Migrate Prospect Fax

Info:
Source: Fax field in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Comm Method
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_PROSPECT

CRM_PROSPECT_EMAIL - Migrate Prospect Email

Info:
Source: Email field in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Comm Method
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_PROSPECT

CRM_PROSPECT_WWW - Migrate Prospect WWW

Info:
Source: WWW field in Sales & Marketing for already migrated accounts with category "Prospects"
Target: Comm Method
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_PROSPECT

CRM_PROSPECT_ADDRESS - Migrate Prospect Addresses

Info:
Source: Sales & Marketing addresses related to already migrated prospects
Target: Customer Info Address, Customer Info Address Type, Comm Method
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Country - If country is not set in Sales & Marketing what country should be used? Change current Default Value 'US'
Default per Method: Current value is FALSE
Default per Method and Address: Current value is TRUE

Additional Info:
State: First checks if state value exist in the Single Choice state field, otherwise use the text state field from Sales & Marketing.

Prerequisites:
Jobs: CRM_PROSPECT

CRM_CUSTOMER- Migrate Customer

Info:
Source: Sales & Marketing accounts with category Customer (cca.002)
Target: CRM Migration
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info:
The job is adding the the key for the Sales & Marketing Account with category Customer and the customer number for the corresponding CustomerInfo record to CRM Migration.

The where clause can be changed so only a limit number of customers are connected during initial test.

Prerequisites: None

CRM_ACCOUNT_INFO - Migrate Account Info to CRM Cust Info

Info:
Source: Additional information fields in Sales & Marketing foralready migrated accounts (prospects and customers)
Target: CRM Cust Info
Re-execute: The job will insert new records, and update existing records

Default values to decide: None:

Additional Info:
Turnover: Turnover is number in CRM and text in Sales & Marketing. If the value cannot be converted to a number an error will be raised. If you would like migrate all the other values and set this field to null, remove the S.TURNOVER from the Source Column.
Currency: Is set to the default currency for the default company for the main representative.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_ACCOUNT_EMPLOY, CRM_CV_ACCOUNT_LOYALTY, CRM_CV_ACCOUNT_POT and CRM_CV_ACCOUNT_SOURCE
Jobs: CRM_PROSPECT, CRM_CUSTOMER.

CRM_ACCOUNT_INFO_REP - Migrate Account Representatives

Info:
Source: Responsible fields in Sales & Marketing for already migrated accounts (prospects and customers)
Target: Business Object Rep
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None.

Additional Info: None.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP
Jobs: CRM_ACCOUNT_INFO

CRM_ACCOUNT_REP_TYPES - Migrate Account Representative Types/Roles

Info:
Source: Responsible fields in Sales & Marketing for already migrated accounts (prospects and customers)
Target: Business Object Rep
Re-execute: The job will set and update types/roles on migrated representatives

Default values to decide: None.

Additional Info:
The job is setting the types/roles of already migrated representative. It will set them in a specific order, which means if the same user exist on two responsible field in Sales & Marketing the last type will be the type of the representative. The hard coded values “ACCOUNT-IDUSER” is matching the old keys in the conversion list Representative Types.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_REP_TYPES
Jobs: CRM_ACCOUNT_INFO_REP

CRM_ACCOUNT_NOTES - Migrate Account Notes

Info:
Source: Notes field in Sales & Marketing for already migrated accounts (prospects and customers)
Target: CRM Cust Info
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
The limit of the Note field in CRM Info is 50 000 characters.

Prerequisites:
Jobs: CRM_PROSPECT, CRM_CUSTOMER.

Contact Jobs

The purpose for the contact jobs are to migrate Contacts from IFS Sales & Marketing tables: Contact (vmo_contact) 
Contact jobs are imported using the script: POST_CRM_App9_ImportCRMContactMigrationJobs.sql.

CRM_PERSON - Migrate Contact to Person

Info:
Source: Sales & Marketing contacts related to already migrated accounts (prospects and customers)
Target: Person Info
Re-execute: The job will insert new records, no records are default updated (could be changed in where clause for the job)

Default values to decide:
Creation Date: Decide if the date should be set to when the Contact records was created or if it should be today's date. Remove current Source Column value S.CREATED if today's date should be used.
Country: If country is not set in Sales & Marketing what country should be used? Change current Default Value 'US'
Language: If country is not set in Sales & Marketing what language should be used? Change current Default Value 'en'

Additional Info: None

Prerequisites:
Jobs: CRM_PROSPECT, CRM_CUSTOMER

CRM_PERSON_ADDRESS - Migrate Contact Address to Person Address

Info:
Source: Address fields in Sales & Marketing for already migrated contacts
Target: Person Info Address, Person Info Address Type
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Country: If country is not set in Sales & Marketing what country should be used? Change current Default Value 'US'
State: First checks if state value exist in the Single Choice state field, otherwise use the text state field from Sales & Marketing.

Additional Info:
Address ID: I set to 1.

Prerequisites:
Jobs: CRM_PERSON

CRM_PERSON_COMM_METHOD - Migrate Person Comm Method

Info:
Source: Comm Method fields in Sales & Marketing for already migrated contacts
Target: Comm Method
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Default per Method: Current value is 'TRUE'
Default per Method and Address: Current value is 'FALSE'

Additional Info: None

Prerequisites:
Jobs: CRM_PERSON

CRM_CONTACT_NEW - Connect between Account and Person

Info:
Source: Already migrated Sales & Marketing contacts.
Target: Customer Info Contact
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None.

Additional Info: None

Prerequisites:
Jobs: CRM_PERSON

CRM_CONTACT_EXISTING- Connect Contact in SaM to Customer Info Contact

Info:
Source: Sales & Marketing contacts related to already migrated Customers.
Target: CRM Migration
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None.

Additional Info:
The job is adding the key for the Sales & Marketing Contact with type 'Existing IFS Person' and the Person ID for the corresponding Customer Info Contact record to CRM Migration.
Person ID and Customer Address have to be the same.

Prerequisites:
Jobs: CRM_CUSTOMER

CRM_CONTACT_INFO - Migrate Contact Information

Info:
Source: Information fields in Sales & Marketing for already migrated contacts
Target: Customer Info Contact
Re-execute: The job will update existing Customer Info Contact records.

Default values to decide: None

Additional Info: None

Prerequisites:
Basic Data Jobs: CRM_CV_CONT_CAMP_INTR, CRM_CV_CONT_INTEREST, CRM_CV_CONT_POW_DECIS, CRM_CV_CONT_ROLE and CRM_CV_CONT_DEPARTMENT
Jobs: CRM_CONTACT_NEW and CRM_CONTACT_EXISTING

CRM_CONTACT_REP - Migrate Contact Representatives

Info:
Source: Responsible fields in Sales & Marketing for already migrated contacts.
Target: Business Object Rep
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP
Jobs: CRM_CONTACT_NEW and CRM_CONTACT_EXISTING

CRM_CONTACT_REP_TYPES - Migrate Contact Representative Types/Roles

Info:
Source: Responsible fields in Sales & Marketing for already migrated contacts
Target: Business Object Rep
Re-execute: The job will set and update types/roles on migrated representatives

Default values to decide: None.

Additional Info:
The job is setting the types/roles of already migrated representative. It will set them in a specific order, which means if the same user exist on two responsible field in Sales & Marketing the last type will be the type of the representative. The hard coded values “CONTACT-IDUSER” is matching the old keys in the conversion list Representative Types.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_REP_TYPES
Jobs: CRM_CONTACT_REP

CRM_CONTACT_NOTES - Migrate Contact Notes

Info:
Source: Notes field in Sales & Marketing for already migrated contacts
Target: CRM Cust Info
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
The limit of the Note field in Customer Info Contact is 50 000 characters.

Prerequisites:
Jobs: CRM_CONTACT_NEW and CRM_CONTACT_EXISTING

Opportunity Jobs

The purpose for the opportunity jobs are to migrate opportunities from IFS Sales & Marketing tables: Opportunity (vmo_opportuity) and Opportunity Line (vmo_opportuity_line)
Activity jobs are imported using the script: POST_CRM_App9_ImportCRMOpportunityMigrationJobs.sql.

CRM_OPPORTUNITY- Migrate Opportunity

Info:
Source: Sales & Marketing opportunities related to already migrated accounts (prospects and customers)
Target: Business Opportunity
Re-execute: The job will insert new records and update existing records

Default values to decide:
Company: Is set to the default company for the main representative. If no default company found it is set to the default company for the user running the job.
Currency: Is set to the value that exist in 'Currency' field in Sales & Marketing. Default value is the currency for the customer.

Additional Info:
The 'Order Value' in Sales & Marketing is migrated to the 'Est Opp Value/Base' in Business Opportunity. If it is the actually currency value the job needs to be changed.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_OPP_PROBABILITY, CRM_CV_OPP_STAGE and CRM_CV_OPP_TYPE
Jobs: CRM_PROSPECT and CRM_CUSTOMER

CRM_OPPORTUNITY_COMP - Migrate Opportunity Competitors

Info:
Source: Multi choice competitors field in Sales & Marketing for already migrated opportunities
Target: Business Opp Competitor
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Competitive ID: Select default id for Unknown competitor.

Additional Info: None

Prerequisites:
Basic Data Jobs: CRM_OPP_COMPETITOR
Jobs: CRM_OPPORTUNITY

CRM_OPPORTUNITY_CONT - Migrate Opportunity Main Contact

Info:
Source: Contact field in Sales & Marketing for already migrated opportunities and contacts
Target: Business Object Contact
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_OPPORTUNITY, CRM_CONTACT_NEW and CRM_CONTACT_EXISTING

CRM_OPPORTUNITY_REP - Migrate Opportunity Representatives

Info:
Source: Responsible fields in Sales & Marketing for already migrated opportunities
Target: Business Object Rep
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP
Jobs: CRM_OPPORTUNITY

CRM_OPPORTUNITY_R_TYPE - Migrate Lead Representative Types/Roles

Info:
Source: Responsible fields in Sales & Marketing for already migrated contacts
Target: Business Object Rep
Re-execute: The job will set and update types/roles on migrated representatives

Default values to decide: None.

Additional Info:
The job is setting the types/roles of already migrated representative. It will set them in a specific order, which means if the same user exist on two responsible field in Sales & Marketing the last type will be the type of the representative. The hard coded values “OPPORTUNITY-IDUSER” is matching the old keys in the conversion list Representative Types.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_REP_TYPES
Jobs: CRM_OPPORTUNITY_REP

CRM_OPPORTUNITY_NOTES - Migrate Opportunity Notes

Info:
Source: Notes field in Sales & Marketing for already migrated opportunities
Target: Business Opportunity
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
The limit of the Note field in Business Opportunity is 50 000 characters.

Prerequisites:
Jobs: CRM_OPPORTUNITY

CRM_OPPORTUNITY_LINE - Migrate Opportunity Line

Info:
Source: Sales & Marketing opportunity lines records for already migrated opportunities
Target: Business Opportunity Line
Re-execute: The job will insert new records and update existing records

Default values to decide: None

Additional Info:
The 'Total Sales Price' in Sales & Marketing is migrated to the Price/Base' in Business Opportunity Line. If it is the actually currency value the job needs to be changed.
In Sales & Marketing Opportunity Lines the Sales Part No exists without site information. To be able to create a Business Opportunity line record for an existing part the site needs to be found and set during migration. To get the site during migration following are checked:
- Get all sites where the Sales Parts exist and belongs to the Company that is set on the migrated Business Opportunity.
- If only one site is found, it is used.
- If several sites are found for the Sales Part and Company, the Main Representative on the Business Opportunity is used to distinguish them.
- If one of the sites is the default site for the Main Representative, it is used.
- If only one of the site is allowed for the Main Representative, it is used.
- If no sites are found or if is not possible to distinguish among them, a non-existing Sales Part line will be created.

Prerequisites:
Jobs: CRM_OPPORTUNITY

CRM_OPPORTUNITY_STATE- Migrate Opportunity State

Info:
Source: Open/Won/Lost and Status field in Sales & Marketing for already migrated opportunities
Target: Business Opportunity
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info:
Sets the status of the Business Opportunity accordingly:
Open and Status is not Null or not Unconfirmed Interest -> Confirmed Interest
Won -> Closed with Won Reason Info
Lost -> Closed and Lost Reason Info

Prerequisites:
Basic Data Jobs: CRM_OPP_WON_REASON, CRM_OPP_LOST_REASON and CRM_OPP_COMPETITOR.
Jobs: CRM_OPPORTUNITY

Activity Jobs

The purpose for the activity jobs are to migrate activities from IFS Sales & Marketing tables: Activity (vmo_activity) 
Activity jobs are imported using the script: POST_CRM_App9_ImportCRMActivityMigrationJobs.sql.

CRM_ACTIVITY - Migrate Activity

Info:
Source: Sales & Marketing activities related to already migrated accounts (prospects and customers)
Target: Business Activity
Re-execute: The job will insert new records, and update existing records

Default values to decide:
Company: Is set to the default company for the main representative. If no default company found it is set to the default company for the user running the job.

Additional Info:
The fields Start Date and End Date in IFS Sales & Marketing Baseline 8 and 9 is of field type "Time Zone", which means that the value is saved in UTC format in the database. The fields Start Date and End Date in Business Activity is also saved in UTC format, so by default the migration job will copy the dates without any conversions.

If the fields in your IFS Sales & Marketing Information Model is not of field type "Time Zone", you need to move the S.EVTDATE from column START_DATE to column START_DATE_TIME_ZONE. Do the same for S.EVTDATE, move from END_DATE to END_DATE_TIME_ZONE. You also need to specify the time zone for user that will run the CRM Migration jobs (usually IFSAPP) in the Basic Data for CRM. When saving the date is will convert the date from the specified time zone for the user to UTC.

Prerequisites:
Representatives needs to be added for all existing responsible users in Sales & Marketing
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_ACT_PRIORITY and CRM_CV_ACT_TYPE
Jobs: CRM_PROSPECT and CRM_CUSTOMER

CRM_ACTIVITY_CONTACT - Migrate Activity Main Contact

Info:
Source: Contact field on Sales & Marketing activities, related to already migrated activities and contacts
Target: Business Object Contact
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Jobs: CRM_ACTIVITY, CRM_CONTACT_NEW and CRM_CONTACT_EXISTING

CRM_ACTIVITY_REL_OPP - Migrate Activity Related Opportunity

Info:
Source: Related Opportunity field on Sales & Marketing activities, related to already migrated activities and opportunities
Target: Business Activity Ref
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info:
Originated From is set on the Activity Reference

Prerequisites:
Jobs: CRM_ACTIVITY and CRM_OPPORTUNITY

CRM_ACTIVITY_REP - Migrate Activity Representatives

Info:
Source: Responsible fields in Sales & Marketing for already migrated activities
Target: Business Object Rep
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP
Jobs: CRM_ACTIVITY

CRM_ACTIVITY_REP_TYPES - Migrate Activity Representative Types/Roles

Info:
Source: Responsible fields in Sales & Marketing for already migrated contacts
Target: Business Object Rep
Re-execute: The job will set and update types/roles on migrated representatives

Default values to decide: None.

Additional Info:
The job is setting the types/roles of already migrated representative. It will set them in a specific order, which means if the same user exist on two responsible field in Sales & Marketing the last type will be the type of the representative. The hard coded values “ACTIVITY-IDUSER” is matching the old keys in the conversion list Representative Types.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_REP_TYPES
Jobs: CRM_ACTIVITY_REP

CRM_ACTIVITY_NOTES - Migrate Activity Notes

Info:
Source: Notes field in Sales & Marketing for already migrated activities
Target: Business Activity
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
The limit of the Note field in Business Activity is 50 000 characters.

Prerequisites:
Jobs: CRM_ACTIVITY

CRM_ACTIVITY_STATE - Migrate Activity State

Info:
Source: Evtdone field in Sales & Marketing for already migrated activities
Target: Business Activity
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
Sets the status of the Business Activity to Not Started, In Progress or Completed.

COMPLETED if evtdone = -1 (Yes).
NOTSTARTED if evtdone = 0 (No) and Business Activity Start Date < Today.
INPROGRESS, if evtdone = 0 (No) and Business Activity Start Date > Today.

If COMPLETED: Complete date is set to the same as the existing Business Activity end date.

Prerequisites:
Jobs: CRM_ACTIVITY

Lead Jobs

The purpose for the lead jobs are to migrate Lead and its related informationfrom IFS Sales & Marketing tables: Lead (vmo_company), Address (vmo_address), Contact (vmo_contact) and Activity (vmo_activity)
Account jobs are imported using the script: POST_CRM_App9_ImportCRMLeadMigrationJobs.sql.

CRM_Lead- Migrate Lead

Info:
Source: Sales & Marketing accounts with category "Lead" (cca.003)
Target: Business Lead
Re-execute: The job will insert new records, and update existing records.

Default values to decide:
Country - If default country is null in Sales & Marketing -> use visit country, if it is null -> use document country, if it is null -> use default value in the job, currently 'US'
Language - If country is not set in Sales & Marketing what language should be used? Change current Default Value 'en'
Creation Date - Decide if the date should be set to when the Account records was created or if it should be today's date. Remove current Source Column value S.CREATED if today's date should be used.

Additional Info:
The where clause can be changed so only a limit number of lead are migrated during initial test.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_ACCOUNT_MARKET, CRM_CV_ACCOUNT_POT and CRM_CV_ACCOUNT_SOURCE

CRM_LEAD_ADDRESS_DOC - Migrate Lead Document Addresses

Info:
Source: Document Address fields in Sales & Marketing for already migrated accounts with category "Leads"
Target: Business Lead Address
Re-execute: The job will insert new records, and update existing records.

Default values to decide:
Address ID: Currently using the first available address ID. If fixed id should be used, change it in both ADDRESS_ID and CRM_MIGRATION.TARGET_KEY2
Country - If document country is null in Sales & Marketing -> use visit country, if it is null -> use default country, if it is null -> use default value in the job, currently 'US'
Default Address: Set to TRUE for Document Address and FALSE for Visit Address

Additional Info:
State: First checks if state value exist in the Single Choice state field, otherwise use the text state field from Sales & Marketing

Prerequisites:
Basic Data jobs: CRM_CV_ACCOUNT_REGION, CRM_CV_ACCOUNT_DISTRICT, CRM_CV_ACCOUNT_DELTERM and CRM_CV_ACCOUNT_SHIPVIA
Jobs: CRM_LEAD

CRM_LEAD_ADDRESS_VISIT - Migrate Lead Visit Addresses

Info:
Source: Visit Address fields in Sales & Marketing for already migrated accounts with category "Leads"
Target: Business Lead Address
Re-execute: The job will insert new records, and update existing records.

Default values to decide:
Address ID: Currently using the first available address ID. If fixed id should be used, change it in both ADDRESS_ID and CRM_MIGRATION.TARGET_KEY2
Country - If visit country is null in Sales & Marketing -> use document country, if it is null -> use default country, if it is null -> use default value in the job, currently 'US'
Default Address: Set to FALSE for Visit Address and TRUE for Document Address

Additional Info:
State: First checks if state value exist in the Single Choice visit state field, otherwise use the text visit state field from Sales & Marketing

Prerequisites:
Basic Data jobs: CRM_CV_ACCOUNT_REGION, CRM_CV_ACCOUNT_DISTRICT, CRM_CV_ACCOUNT_DELTERM and CRM_CV_ACCOUNT_SHIPVIA
Jobs: CRM_LEAD

CRM_LEAD_ADDRESS - Migrate Lead Addresses

Info:
Source: Sales & Marketing addresses related to already migrated leads
Target: Business Lead Address
Re-execute: The job will insert new records, and update existing records

Default values to decide:
Country - If country is not set in Sales & Marketing what country should be used? Change current Default Value 'US'

Additional Info:
State: First checks if state value exist in the Single Choice state field, otherwise use the text state field from Sales & Marketing.

Prerequisites:
Jobs: CRM_LEAD

CRM_LEAD_REP - Migrate Lead Representatives

Info:
Source: Responsible fields in Sales & Marketing for already migrated leads
Target: Business Object Rep
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None.

Additional Info: None.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP
Jobs: CRM_LEAD

CRM_LEAD_REP_TYPES - Migrate Lead Representative Types/Roles

Info:
Source: Responsible fields in Sales & Marketing for already migrated contacts
Target: Business Object Rep
Re-execute: The job will set and update types/roles on migrated representatives

Default values to decide: None.

Additional Info:
The job is setting the types/roles of already migrated representative. It will set them in a specific order, which means if the same user exist on two responsible field in Sales & Marketing the last type will be the type of the representative. The hard coded values “ACCOUNT-IDUSER” is matching the old keys in the conversion list Representative Types.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_REP_TYPES
Jobs: CRM_LEAD_REP

CRM_LEAD_NOTES - Migrate Lead Notes

Info:
Source: Notes field in Sales & Marketing for already migrated leads
Target: Business Lead
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
The limit of the Note field in Business Lead is 50 000 characters.

Prerequisites:
Jobs: CRM_LEAD

CRM_LEAD_CONTACT_NEW - Migrate Lead Contacts (New Contacts)

Info:
Source: Sales & Marketing Contacts related to already migrated leads that is not an existing IFS Person
Target: Business Lead Contact
Re-execute: The job will insert new records, and update existing records.

Default values to decide: None.

Additional Info: None

Prerequisites:
Basic Data Jobs: CRM_CV_CONT_INTEREST,  CRM_CV_CONT_ROLE
Jobs: CRM_LEAD

CRM_LEAD_CONTACT_EXIST - Migrate Lead Contacts (Existing Persons)

Info:
Source: Sales & Marketing Contacts related to already migrated leads that are existing IFS Persons
Target: Business Lead Contact
Re-execute: The job will insert new records, and update existing records.

Default values to decide: None.

Additional Info: None.

Prerequisites:
Basic Data Jobs: CRM_CV_CONT_INTEREST,  CRM_CV_CONT_ROLE
Jobs: CRM_LEAD

CRM_LEAD ACTIVITY - Migrate  Lead Activity

Info:
Source: Sales & Marketing activities related to already migrated leads
Target: Business Activity
Re-execute: The job will insert new records, and update existing records

Default values to decide:

Additional Info: None

Prerequisites:
Representatives needs to be added for all existing responsible users in Sales & Marketing
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_ACT_PRIORITY and CRM_CV_ACT_TYPE
Jobs: CRM_LEAD

CRM_LEAD_ACTIVITY_REP - Migrate Lead Activity Representatives

Info:
Source: Responsible fields in Sales & Marketing for already migrated lead activities
Target: Business Object Rep
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info: None

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP
Jobs: CRM_LEAD_ACTIVITY

CRM_LEAD_ACT_REP_TYPES - Migrate Lead Activity Representative Types/Roles

Info:
Source: Responsible fields in Sales & Marketing for already migrated contacts
Target: Business Object Rep
Re-execute: The job will set and update types/roles on migrated representatives

Default values to decide: None.

Additional Info:
The job is setting the types/roles of already migrated representative. It will set them in a specific order, which means if the same user exist on two responsible field in Sales & Marketing the last type will be the type of the representative. The hard coded values “ACTIVITY-IDUSER” is matching the old keys in the conversion list Representative Types.

Prerequisites:
Basic Data jobs: CRM_CV_RESP_TO_REP, CRM_CV_REP_TYPES
Jobs: CRM_LEAD_ACTIVITY_REP

CRM_LEAD_ACT_NOTES - Migrate Lead Activity Notes

Info:
Source: Notes field in Sales & Marketing for already migrated lead activities
Target: Business Activity
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
The limit of the Note field in Business Activity is 50 000 characters.

Prerequisites:
Jobs: CRM_LEAD_ACTIVITY

CRM_LEAD_ACT_STATE - Migrate Lead Activity State

Info:
Source: Evtdone field in Sales & Marketing for already migrated lead activities
Target: Business Activity
Re-execute: The job will update existing records.

Default values to decide: None

Additional Info:
Sets the status of the Business Activity to Not Started, In Progress or Completed.

COMPLETED if evtdone = -1 (Yes).
NOTSTARTED if evtdone = 0 (No) and Business Activity Start Date < Today.
INPROGRESS, if evtdone = 0 (No) and Business Activity Start Date > Today.

If COMPLETED: Complete date is set to the same as the existing Business Activity end date.

Prerequisites:
Jobs: CRM_LEAD_ACTIVITY

Document Jobs

The purpose for the document jobs are to migrate documents connected to migrated IFS Sales & Marketing account, contact, opportunities and activities 
Activity jobs are imported using the script from each area.

Two types of job: CRM_XXX_DOCMAN and CRM_XXX_SAMDOC

CRM_ACCOUNT/CONTACT/OPPORTUNITY/ACTIVITY/LEAD/LEAD_CONT/LEAD_ACT_DOCMAN - Migrated Account/Contact/Opportunity/Activity/Lead/Lead Contact/Lead Activity Documents stored in Docman

Info:
Source: CRM Migration and docdescription table in Sales & Marketing
Target: Document Management object connection
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info:
Creates object connection to Customer Info for all docman documents that are connected to migrated prospect, customer and leads from Sales & Marketing.
Creates object connection to Customer Info Contact for all docman documents that are connected to migrated contacts from Sales & Marketing.
Creates object connection to Business Opportunity for all docman documents that are connected to migrated opportunities from Sales & Marketing.
Creates object connection to Business Activity for all docman documents that are connected to migrated activities from Sales & Marketing.

Using procedures in CRM_Migration_Api.

Prerequisites:
The document already need to exist in Document Management
Jobs: CRM_PROSPECT, CRM_CUSTOMER, CRM_CONTACT, CRM_OPPORTUNITY,  CRM_ACTIVITY, CRM_LEAD, CRM_LEAD_CONTACT_XXX and CRM_LEAD_ACTIVITY

CRM_ACCOUNT/CONTACT/OPPORTUNITY/ACTIVITY/LEAD/LEAD_CONT/LEAD_ACT__SAMDOC - Migrated Account/Contact/Opportunity/Activity/Lead/Lead Contact/Lead Activity Documents to Docman

Info:
Source: Documents stored in Sales & Marketing connected to migrated Accounts/Contacts/Opportunities, Activities, Lead, Lead Contacts and Lead Activities
Target: Document Management
Re-execute: The job will insert new records, no records are updated.

Default values to decide:
Doc Class: Set what class should be used for the new document (current default: SM)
Doc Format: Set what format should be used for the new document (current default. NULL)

Additional Info:
Copy the documents stored in Sales & Marketing to Document Management.
Using procedures in CRM_Migration_Api.

Prerequisites:
The document class used most have its repository in the database it self.
Jobs: CRM_PROSPECT, CRM_CUSTOMER, CRM_CONTACT, CRM_OPPORTUNITY, CRM_ACTIVITY, CRM_LEAD, CRM_LEAD_CONTACT_XXX. CRM_LEAD_ACTIVITY

Custom Page/Field Jobs

The purpose for the custom page/field jobs are the give and example how migrate date from IFS Sales & Marketing to a Customer Page/Field in IFS Applications. The exist to types of examples: Migrate to Custom Page and migrated to custom field:

The Custom page/field jobs are imported using the script: POST_CRM_App9_ImportCRMCustomMigrationJobs.sql.

CRM_CUSTOM_DOCUMENT - CRM Migrate Document Custom Page

Info:
Source: Document table in IFS Sales & Marketing. Example includes iddoc and Title fields
Target: Custom LU "CrmDocument" with field customer_id, iddoc and Title
Re-execute: The job will insert new records, no records are updated.

Default values to decide: None

Additional Info:
The job will insert the key field (iddoc) from Sales & Marketing into the iddoc custom field to be used as check if the records has already been migrated.

Prerequisites:
Custom LU: CrmDocument
Custom Field: customer_id    (text size: 30)
Custom Field: iddoc              (text size: 32)
Custom Field: title                 (text size: 80) 

CRM_CUSTOM_ACCOUNT/CONTACT/OPPORTUNITY/ACTIVITY -  CRM Migrate Account/Contact/Opportunity/Activity Custom Fields

Info:
Source: Example fields in Sales & Marketing for already migrated account/contacts/opportunities/activities
Target: Customer Field in CustomerInfo/CustomerInfoContact/Business Opportunity/Business Activity
Re-execute: The job will insert new records and update existing records.

Default values to decide: None

Additional Info:
Notice in the jobs that the Method List Attributes for the XXX_CFP.Cf_New__ needs to have following fixed values:
OBJID_         - FUNCTION_RESULT@10
ATTR_CF_    - ATTR_

If adding a new custom field the field also needs to be added to the Method List Attribute

Prerequisites:
Jobs: CRM_PROSPECT, CRM_CUSTOMER, CRM_CONTACT, CRM_OPPORTUNITY and CRM_ACTIVITY

CustomField: Demo  (text size: 100) for LUs:CustomerInfo, CustomerInfoContact, Business Opportunity and Business Activity

Mappings

In below tables, all the mapped IFS Sales & Marketing fields from Account, Address, Contact, Opportunity and Activity tables are listed. Mapping for Leads are listed in its own tables. Fields that are not listed do not have any corresponding column in any IFS LU to be mapped to. These fields need to be mapped to custom fields. Some example exist as well in the bottom of the section.

IFS Sales & Marketing Account (Prospects and Customers)

IFS Sales & Marketing Address

IFS Sales & Marketing Contact

IFS Sales & Marketing Activity

IFS Sales & Marketing Opportunity

IFS Sales & Marketing Opportunity Line

IFS Sales & Marketing Account (Leads)

IFS Sales & Marketing Address (Leads)

IFS Sales & Marketing Contact  (Leads)

IFS Sales & Marketing Activity  (Leads)

Below is some example of fields in IFS Sales & Marketing that has not been migrated in any job.

IFS Sales & Marketing Account (Example of not mapped fields)

IFS Sales & Marketing Contact (Example of not mapped fields)

IFS Sales & Marketing Opportunity (Example of not mapped fields)