Step 4 – defining the fields and field mappings
We have defined the entities, their mapping, and how they will be uniquely identified.
The next step is to identify, for each entity, which fields we will be synchronizing. We choose fields that will be used by our RideRight CRM users so that they will always have access to the quote and order information that they need.
We also need to gather field characteristics such as type and size. The fields do not exist in CRM, so we will do this exercise for the ERP fields, and then we will create identical fields in CRM to map to them.
The Order Entry screen in Sage ERP 100, with some fields that should be synchronized circled: order no, customer no, order date, order type, and expected ship date
We start by looking at the UI in ERP and picking which fields we would like to bring to CRM. The preceding screenshot shows a Sage ERP 100 order entry screen, with some of the fields that we would like to synchronize circled. Note that the order number field...
