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.
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Contents |
Preparation
- Forecast (general comment)
Description
Actions with the connector:
Action |
Comment |
INSERT |
Add records |
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.
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