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Boyum CRM - BP Cat No. on Sales Order

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(@adam-pip)
Posts: 13
Eminent Member
Topic starter
 

Good Evening,

Is it possible to get the BP Cat No. showing on the sales orders (or similar) when you open them within outlook/CRM? I have succeeded in customising my view and removing the multitude of columns which do not interest us, but see no method of adding the BP Cat No.

Given some of the columns I have removed (Classification, for example), I am inclined to believe that CRM is pulling these columns from somewhere within our specific instance, as this Classification field (I believe) is a Processforce field thus Boyum would not natively have it as a default to show. However, it isn't clear how or where I need to change this within SAP as I know that the view brought up by CRM is not matched to the view we have within the SAP client.

Thanks

Adam

 
Posted : 16/03/2019 11:04 pm
(@dianeharvey)
Posts: 161
Reputable Member Admin Registered
 

Hi Adam, 

The clever guys here have looked into this for you today and the outcome is the raising of a support ticket with Boyum. 

As soon as they come back with something, I will give you a call. 

Speak soon,

Diane.

 
Posted : 18/03/2019 5:05 pm
(@adam-pip)
Posts: 13
Eminent Member
Topic starter
 

Thanks Diane,

Carl says it is not something presently possible. I raised a feature request with boyum so if anyone else thinks it is useful, please give it a vote to encourage them to do it!

https://support.boyum-it.com/hc/en-us/community/posts/360028997733-BP-Cat-no-on-CRMFO-documents

Adam

 
Posted : 20/03/2019 9:52 pm
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