Creating CRM Appointments for QualityQuality 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.
Note The planned start time and planned finish time is synchronized with CRM as the start date and end date.
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.
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