Customer Relationship Management 6.7.1 > Field Mapping Technical Reference > Sales Order
  
Sales Order
Control Settings
 
 
 
 
Field Name
Data Type
Description
bisg_param.auth
Character
THISNODE
bisg_param.rec_num
Integer
507
bisg_param.flag[1]
Logical
Transfer QAD ERP Sales Order information to QAD CRM
bisg_param.flag[6]
Logical
Transfer RMA orders to QAD CRM
bisg_param.flag[7]
Logical
Create History
bisg_param.flag[5]
Logical
Transfer Transaction Comments from QAD ERP to QAD CRM
bisg_param.ch_1[1]
Character
Comment Type
bisg_param.ch_1[2]
Character
Comment Language
bisg_param.flag[2]
Logical
Transfer QAD CRM Sales Order information to QAD ERP
bisg_param.flag[3]
Logical
Create customer in QAD ERP if QAD CRM sales order customer not found
bisg_param.ch_80[1]
Character
Service name
bisg_param.ch_80[2]
Character
CIM Script file
 
Field Mapping
Note: Unlike other add-on products, CRM does not directly create sales orders using APIs. Instead, it first creates sales quotes and then releases them to sales orders using CIM. Refer to the sales quote section for field mapping information.
 
CRM Field Name
CRM Field Label
ERP Field Name
ERP Field Label
ERP > CRM
order_hdr.auth
Unit ID
so_mstr.so_domain
Domain
Yes
order_hdr.external_id
External Id
so_mstr.so_nbr
Sales Order
Yes
order_hdr.integration_type
Integration Type
MFG
-
-
order_hdr.project_id
Project ID
so_mstr.so_project
Project
Yes
order_hdr.conf_date
Confirmed Date
so_mstr.so_conf_date
Confirmed Date
Yes
order_hdr.taxable
Taxable
so_mstr.so_taxable
Taxable
Yes
order_hdr.due_date
Due Date
so_mstr.so_due_date
Due Date
Yes
order_hdr.req_date
Required Date
so_mstr.so_req_date
Required Date
Yes
order_hdr.trl3_cd
Trailer 3
so_mstr.so_trl3_cd
Trailer 3
Yes
order_hdr.trl3_amt
Trailer amount 3
so_mstr.so_trl3_amt
Trailer Amt 3
Yes
order_hdr.trl2_cd
Trailer 2
so_mstr.so_trl2_cd
Trailer 2
Yes
order_hdr.trl2_amt
Trailer amount 2
so_mstr.so_trl2_amt
Trailer Amt 2
Yes
order_hdr.trl1_cd
Trailer 1
so_mstr.so_trl1_cd
Trailer 1
Yes
order_hdr.trl1_amt
Trailer amount 1
so_mstr.so_trl1_amt
Trailer Amt 1
Yes
order_hdr.type
Type
so_mstr.so_type
Type
Yes
order_hdr.order_to_inv
Ready to Invoice
so_mstr.so_to_inv
Ready to Invoice
Yes
order_hdr.shipvia
Ship Via
so_mstr.so_shipvia
Ship Via
Yes
order_hdr.weight_um
Weight UM
so_mstr.so_weight_um
Weight UM
Yes
order_hdr.weight
Weight
so_mstr.so_weight
Weight
Yes
order_hdr.priced_date
Last Price Date
so_mstr.so_priced_dt
Last Price Dt
Yes
order_hdr.ship_date
Ship Date
so_mstr.so_ship_date
Ship Date
Yes
order_hdr.prepaid
Prepaid
so_mstr.so_prepaid
Prepaid
Yes
order_hdr.disc_pct
Disc %
so_mstr.so_disc_pct
Disc %
Yes
order_hdr.source
Order Source
so_mstr.so_source
Order Source
Yes
order_hdr.partial
Partial OK
so_mstr.so_partial
Partial OK
Yes
order_hdr.order_status
Action Status
so_mstr.so_stat
Action Status
Yes
order_hdr.curr_code
Currency
so_mstr.so_curr
Currency
Yes
order_hdr.pricing_date
Pricing Date
so_mstr.so_pricing_dt
Pricing Date
Yes
order_hdr.ord_date
Order Date
so_mstr.so_ord_date
Order Date
Yes
order_hdr.pr_list
Manual
so_mstr.so_pr_list2
Price Tbl
Yes
order_hdr.po_no
Purchase Order
so_mstr.so_po
Purchase Order
Yes
order_hdr.udf_char01
Channel
so_mstr.so_channel
Channel
Yes
order_hdr.udf_log01
Fixed Rate
so_mstr.so_fix_rate
Fixed Rate
Yes
order_hdr.udf_char06
Site
so_mstr.so_site
Site
Yes
order_hdr.udf_char05
Language
so_mstr.so_lang
Language
Yes
order_hdr.udf_char04
Freight Terms
so_mstr.so_fr_terms
Freight Terms
Yes
order_hdr.udf_char03
Freight List
so_mstr.so_fr_list
Freight List
Yes
order_hdr.udf_char02
Credit Terms
so_mstr.so_cr_terms
Credit Terms
Yes
order_hdr.comments
Comments
cmt_det.cmt_cmmt
Comment Data
Yes
order_hdr.created_by
Created By
global_userid
-
-
order_hdr.modified_by
Modified By
global_userid
-
-
 
Opportunity
 
 
CRM Field Name
CRM Field Label
ERP Field Name
ERP Field Label
ERP > CRM
Opportunity.auth
Unit ID
so_mstr.so_domain
Domain
Yes
opportunity.source
Source
so_mstr.so_source
Order Source
Yes
opportunity.stage
Stage
ORDER
-
-
opportunity.ref
Reference
so_mstr.so_nbr
Sales Order
Yes
opportunity.forecast_date
Forecast Date
today
Order Date
Yes
opportunity.effective_date
Effective Date
so_mstr.so_ord_date
Order Date
Yes
opportunity.decision_date
Due date
so_mstr.so_ord_date
Order Date
Yes
opportunity.stage_date
Stage Date
so_mstr.so_ord_date
Order Date
Yes
opportunity.opport_cur
Currency
so_mstr.so_curr
Currency
Yes
opportunity.order_ref
Order Ref.
so_mstr.so_nbr
Sales Order
Yes
opportunity.probab
 
Probability
 
Probability of ORDER stage stored in the lookup value
-
 
-
 
opportunity.created_by
Created By
global_userid
-
-
opportunity.modified_by
Modified By
global_userid
-
-
opportunity.site
Site
so_mstr.so_site
Site
Yes
opportunity.channel
Channel
so_mstr.so_channel
Channel
Yes
opportunity.inside_rep
Sales Person
if valid(so_mstr.so_slspsn) else global_userid
Salesperson
Yes
 
Sales Order Line
 
 
CRM Field Name
CRM Field Label
ERP Field Name
ERP Field Label
ERP > CRM
oprline.srl_no
Line
sod_det.sod_line
Line
Yes
oprline.integration_type
Integration Type
MFG
-
-
oprline.qty
Quantity
sod_det.sod_qty_ord
Qty Ordered
Yes
oprline.prod_id
Product ID
sod_det.sod_part
Item Number
Yes
oprline.disc
Disc %
sod_det.sod_disc_pct
Disc %
Yes
oprline.net_price
Net price
sod_det.sod_price
Price
Yes
oprline.unit_price
List price
sod_det.sod_list_pr
List Price
Yes
oprline.um
UOM
sod_det.sod_um
UM
Yes
oprline.line_ref
Line Ref
sod_det.sod_line
Line
Yes
oprline.price_list
Price List
sod_det.sod_pr_list
Price List
Yes
oprline.pricing_date
Pricing Date
sod_det.sod_pricing_dt
Pricing Date
Yes
oprline.cost_price
Cost Price
sod_det.sod_std_cost
Cost
Yes
oprline.effective_date
Effective Date
so_mstr.so_ord_date
Order Date
Yes
oprline.site
Site
sod_det.sod_site
Site
Yes
oprline.udf_char01
Freight List
sod_det.sod_fr_list
Freight List
Yes
oprline.udf_log01
Taxable
sod_det.sod_taxable
Taxable
Yes
oprline.udf_dec01
UM Conversion
sod_det.sod_um_conv
UM Conversion
Yes
oprline.udf_date03
Required Date
sod_det.sod_req_date
Required Date
Yes
oprline.udf_date02
Performance Date
sod_det.sod_per_date
Perform
Yes
oprline.udf_date01
Due Date
sod_det.sod_due_date
Due Date
Yes
oprline.udf_char06
Ship Type
sod_det.sod_type
Ship Type
Yes
oprline.udf_char05
Tax Class
sod_det.sod_taxc
Tax Class
Yes
oprline.udf_char04
Lot/Serial
sod_det.sod_serial
Lot/Serial
Yes
oprline.udf_char03
Project
sod_det.sod_project
Project
Yes
oprline.udf_char02
Location
sod_det.sod_loc
Location
Yes
oprline.txt
Internal text
cmt_det.cmt_cmmt
Comment Data
Yes
oprline.created_by
Created By
global_userid
-
-
oprline.line_stage
Opr Type
“Order“
-
-