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Add or delete forecasts (CmForecast UpdateConnector)

UpdateConnector for adding, changing and deleting forecasts.

UpdateConnector name: CmForecast

Note: 

You can retrieve a list of fields to be supplied for each UpdateConnector and generate an XML example. See the description for AFAS Online or for a local installation.

Contents

Preparation
Description

Actions with the connector:

Action

Comment

INSERT

Add records

Download an XML example file

UPDATE

Change records

Download an XML example file (scored forecast)

DELETE

Forecasts that are closed and scored can also be deleted using this connector.

Points of attention:

  • All fields in this UpdateConnector are required.

Description

Field: <Ds>

If the Description field is not in the XML, the description of the forecast is the same as the name of the sales contact.

Result

Field: <ViOp>

If the Result field is not in the XML, the result is automatically populated with the value from the Open field.

Directly to

  1. UpdateConnector descriptions

Process

UpdateConnector

Work area

app