SL to CRM Multi Currency Part #1

I am working on an integration with SL multi currency  CRM multi currency.   I have many parts to this to manage so in this post I will just describe the products issues.

But we will still have issues with Phone number formatting, state code validation, and passing currency values into SL with the sales orders, and synchronizing the currency conversion rates between CRM and SL.   More on these issues in later posts.

For now let's put products into CRM using a SQL query, and Scribe DTS. 

1) CRM supports multi Currency

2) Each Order From CRM to SL needs to contain the target currency of the customer.   In our system US dollars, Mexican Pesos, or Italian Euros.

3) To be on a sales order in CRM in Pesos or Euros multi currency needs to be established.

Easy enough to do: Settings | Business Management | Currencies

 

4) Next Price List items need to be made for each inventory item in each Currency. For all 3 currencies this is going to call for a 9 step DTS.

  • the First 2 steps pull in the Currency Conversion Rates as variables.  Step 3 is update/insert the Product Record. 
  • Step 4,5 insert/update the Price List Item for Each Product on US Dollar Price List for the Stock Unit of Measure and then for the Alternative unit of measure converting the stock base price to the correct price based on unit. 
  • Step 6,7 and 8,9 do the same as 4,5 but add the multiplier for the currency conversion as SL stock base price is expressed in the US dollar for this install. 
  • This calls for a large update job 250 items with the standard SL UOM conversions turn into over 2000 steps.  
  • When completed we will see a product on 3 price lists with each UOM expressed. 
  • Here is a product where stock UOM does not Convert to any others. 

Here is one that has several Alternative UOM's available in SL.  Remember the SL rule is that any unit that can be converted to the SOTCK UOM is a valid Selling UOM.  This "Feature" makes for many interesting combinations.  

4) Now we have inventory Items in the System with 3 currencies, on 3 price lists, with converted prices, and ready to sell.  I haven't addressed rounding issues, and the date that the price conversions happen.  These issues will still need to be decided with the customer as we move thru the rest of the integration.  

 

Next I will show you how we get these on sales orders.  

 
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