Sales quotes and sales orders can be received from Enterprise Applications as opportunities in CRM. There are two mechanisms for this.

Typically this function is run when the system is configured and ideally when all sales quote and sales order data has been loaded into Enterprise Applications.

For each sales quote and sales order currently in Enterprise Applications, an opportunity will be created in CRM against the appropriate profile.

Any opportunity that has been created in this way will have the Type field value set to MFG/PRO, and the Reference field will contain either the sales order number or the sales quote number as appropriate.

This mode is active whenever a user is logged on to the system. Effectively, any updates to sales orders and sales quotations that occur in Enterprise Applications will automatically create or update the relevant opportunity records in QAD CRM. The same rules apply to this process as were described for the Initial Data Load capability.