When we create a customer manually in dimensions and enter an default address, the delivery, invoice and statement adresses are all set to the same address. But when a customer is created from the CRM integration, only the default adress is synced...
When we confirm a quote it creates a Sales Order in Access Dimensions - is there a way to have a flag on the quote screen that says create Pro Forma and then the integration then creates a Pro Forma instead of a Sales Order ? The only difference b...
Import PR sort key on price records from Access dimensions
We should import the PR sort keys for Price items import from Access Dimensions into the Alternate reference fields in the CRM. This is similar to how we import the SR sort keys for stock records into the Alt ref fields.
Import Unallocated Sales Orders for Access Dimensions
The Access Dimensions stock levels import appears to use all the correct fields when calculating the available stock, however any quantities of the item on Unallocated Orders in Dimensions are not imported into the CRM. Customers would find it use...
Generate Access Dimensions ODBC when setting up Automation Manager
When 365 Automation manager is set up for Access, we have to manually create the ODBC to connect. This can sometimes be misconfigured to use the same as Access (SQL SERVER NATIVE Client 11.0) when it should be using SQL SERVER. This causes import ...
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