Creating CRM Appointments for Quality

Quality and CRM appointment are integrated so that inspection order lines, NCRs, and CAP tasks are visible as appointments in CRM. Consequently, the inspection order lines, NCRs and CAP tasks are visible to the CRM representative. The schedule of the employee can also be synchronized with the Outlook, through the CRM appointments.

  • Appointment

    When Inspection Order Assignments check box is selected in the Resource Management Parameters (tcrac0100m000) session, an activity of the Type Appointment is created in the Activities (tccom6100m000) session, for each inspection order line specified in the Inspection Order (qmptc1100m100) session. The appointment related data is populated in the activities session, with the information such as Subject, Location, Status, Start Date, End Date, Show Time As, and Information.

Note

The planned start time and planned finish time is synchronized with CRM as the start date and end date.

  • Attendees

    The value in the meeting Organizer field in the Activities (tccom6100m000) session is defaulted from the Organizer of CRM Appointments field in the Resource Management Parameters (tcrac0100m000) session. The employee linked to the inspection order line is the meeting attendee.

    Note: The employee linked to the assignment is added as meeting attendee, only if the Create CRM Appointments for Assignments check box is selected in the Employees - People (bpmdm0101m000) session.

  • References

    As an appointment reference, the attributes identifying the inspection order assignment, order number, and order line number are specified in the References tab of the Appointment (tccom6600m100) session.

Note

This is applicable for material and non-material NCRs and CAP tasks. In case of NCR material, the order line is 1 and for non-material, the order line is 2. For CAP tasks, the order line is the task number.

Update Inspection Order Data

You can change the inspection order line data/NCR/CAP task data. These changes must be synchronized to the related CRM appointment. The appointments generated from a quality assignment can only be updated from Quality. A change in the planned dates in Quality always overwrite the CRM appointment dates.

CRM appointments are synchronized if the information on the inspection order line/NCR/CAP task that is relevant to the CRM appointment, is modified. The changes can trigger an update to a CRM appointment. Most of these changes are displayed in the Appointment tab in the Appointment (tccom6600m100) session.

Note

When the status of the inspection order line is set to Completed in the Inspection Order (qmptc1100m100) session, the Status of the meeting in CRM is set to Held in the Activities (tccom6100m000) and the Appointment (tccom6600m100) session.

Similarly, when the status of the NCR/ CAP task is set to Completed, the Status of the meeting in CRM is set to Held in the Activities (tccom6100m000) and the Appointment (tccom6600m100) session.