Epicor 9.05.702A Turning on CRM for the first time - processing

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1

We have only turned it on in our TEST system so far and have not done too much actual testing with it (our sales manager doesn't like it)... but below is a very brief overview of the steps we took to turn it on (we were testing both CRM and Case management at the same time so these are for both) - may be missing a few as it was several months ago...


-activated CRM licenses in tecst database

-log into Epicor, change the company name. Log out, Lob back in and change it back -> (This is to make the configuration options for CRM available)

-Set-up CRM master tables that did not already exist: Sales Region, Sales Territory, Task Type, Task, Task Sets, Task Milestones, Reason Codes for win/loss, marketing campaign

-Configure CRM and Case Management Modules in company congi maintenance

-run CRM conversion 6880Â from server admin tools

-create updateable dashboard to add correct territory to each customer

-create updateable dashboard to close out tasks on old quotes that were closed but not "ordered"


*I also downloaded a document from epicweb called "CRM install" which helped with the explanation of this module and the steps needed
2

We are on 9.05.702A. We have been using Vantage/Epicor for 16 years and have owned the CRM module for many years, but have never turned it on. We now have a new sales manager and he needs to get a CRM system in place. So we have "turned on" the Epicor CRM module in our TEST environment only. It is TBD if we go with the Epicor CRM module or an external system based on what this testing gives us. (Also reviewing Dynamics and Salesforce)

We have just turned on the CRM in our TEST system and have set-up the necessary master files, done
the basic configuration, run the 6880 conversion etc. Now when one of our salespeople who has been here a long time goes into his task list he is getting on his task list hundreds (perhaps thousands) of quotes, many are very old and have been closed out for years; however they are showing on his task list as needing a milestone complete.

Is this normal behavior that we would have to go thru and re-close out all of these old quotes or did I miss a step when I turned CRM on? Has anybody been thru the process of turning CRM on after the fact and have any advice on best way to go?  I would greatly appreciate any feedback.  (I apologize if this has been discussed before.  I tried searching and found lots of CRM discussions but I didn't find anything specifically related to processing of the old quotes with a new CRM install. I did also submit a call to support, but support has been slow for me lately)


Thanks,

Sarah
3

I know that we have cleared the task list using the DMT tool.

 

Under the Systems menu – Task list.

 

You will RelatedToFile – QuoteHed

Key1 = Quote

Key2 = blank

Key3 = blank

TaskSeqNum

Complete

Conclusion

Reason Code

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, September 21, 2015 11:30 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.702A Turning on CRM for the first time - processing of old quotes

 

 

We are on 9.05.702A. We have been using Vantage/Epicor for 16 years and have owned the CRM module for many years, but have never turned it on. We now have a new sales manager and he needs to get a CRM system in place. So we have "turned on" the Epicor CRM module in our TEST environment only. It is TBD if we go with the Epicor CRM module or an external system based on what this testing gives us. (Also reviewing Dynamics and Salesforce)

We have just turned on the CRM in our TEST system and have set-up the necessary master files, done
the basic configuration, run the 6880 conversion etc. Now when one of our salespeople who has been here a long time goes into his task list he is getting on his task list hundreds (perhaps thousands) of quotes, many are very old and have been closed out for years; however they are showing on his task list as needing a milestone complete.

Is this normal behavior that we would have to go thru and re-close out all of these old quotes or did I miss a step when I turned CRM on? Has anybody been thru the process of turning CRM on after the fact and have any advice on best way to go?  I would greatly appreciate any feedback.  (I apologize if this has been discussed before.  I tried searching and found lots of CRM discussions but I didn't find anything specifically related to processing of the old quotes with a new CRM install. I did also submit a call to support, but support has been slow for me lately)

 

Thanks,

Sarah

 

 

4

what was your process to get all of the things setup for CRM we are looking at testing as well. 


Epicor 905702  progress x64