Align and map CRM Solutions with Supply Chain Payment Terms

General Description

The Magaya CRM permits users to define custom Solution Terms in the CRM but overwrites these values in each Opportunity record with the selected option in the Supply Chain Quote once set. The value does not pass from the CRM to Supply Chain, only the other way around. This change would sync the two lists and allow for better two way communication as user's update synced quotes.

Current Functionality

The Magaya CRM Solution Term field stores the value selected in the Magaya Supply Chain Quote's Payment Terms field once set in Supply Chain. These options are defined by the customer in both the CRM's Solutions option under the Organization setting in the Setup screen, and in the Payment Terms section of Supply Chain's Configuration settings. When values match, the corresponding information will replicate from Supply Chain to CRM but not the other way around. This information is stored in the Opportunity for customer service access and internal reporting

Future Functionality

Solution Term options in the CRM should mirror the values for Payment Terms in Supply Chain and be synced between the two systems as records are created and modified.

Changed needed:

1. Import Payment term data from the Customer's Supply Chain instances using the API

2. Keep the values in sync between the two systems as items change or are added

3. Limit CRM options based on linked Supply Chain instance in the Opportunity.

4. Restrict modification of Payment terms from the CRM

Supply Chain Payment terms example:

CRM Solution Terms example: