One item master is customized for the main product and another item master is customized for the parts to help to service.
Can this be achieved?
If yes, we would request us to shed some light on it.
regards
Short answer: Yes.
How to do it? Plenty of ways, but it really comes down to your usecase
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if possible can we get one technical sound example so that we dont jeopardize the data.
this would help in all our custom apps.
we have close to 35 custom apps for the entire production and manufacturing flow.
35 Custom apps ?
That sounds like a lot for one module
What do these apps do ? Am curious
With respect to your question am not sure you have giving enough information to enable any one give you the needed help. At least for me to give help …
Business Analysis
- Business sector
- Location analysis
- Employee analysis
- Number of system users
UandH CRM System Functions
- Common functional
- System wide functions
- Advanced analytics and business intelligence
- Market research
- Marketing
- Sales
- Sales order processing and invoicing
- Customer support
- Field and service management
- Contact center
- Systems operations
- Technology
- Software system support
Detailed Functionality: System Wide
System Wide Functions
- System / software quality accreditations
- Internet / intranet
- ESS (employee self service)
- MSS (manager self service)
- Employee portal
- Workflow
- Alerts
- DIP (document image processing)
- Euro / European Monetary Union
- Multi company, currency and lingual capability
- Windows
- Enquiry
- SMS / text messaging
- Reporting
- e-reporting
- e-documentation and forms
- Links to other systems
Advanced Analytics and Business Intelligence
- Analytical system
- Self-service
- Dashboards
- Analysis
- Scorecards
- Forecasts
- Data warehouse
- Data mining
- Combined business intelligence and analytics
- Integrated links
- Statistics and volumes
Detailed CRM System Functionality
Market Research
- Market research management
- Market research information
- Questionnaires / surveys
- Web based questionnaires / surveys
- Competitor tracking
- Market research analytics and reports
- Integrated links
- Statistics and volumes
Marketing
- Campaign management
- Marketing campaign planning
- Campaign list generation
- Personalised campaigns
- Campaign execution
- Best practices
- Campaign project and task management
- Email marketing
- Email marketing process
- E-marketing
- Telemarketing
- Direct mail marketing
- Event marketing
- Trade promotion marketing
- Budget and revenue tracking
- Campaign response tracking
- Marketing analytics
- Campaign analysis
- Customer analysis
- Product and service analysis
- Integrated links
- Statistics and volumes
Sales
- Sales strategies
- Territory management
- Account configuration
- Contact information
- Updating contact information
- Sales process and contact management automation
- MS Outlook integration
- Prospecting
- Telesales
- CTI (computer telephony integration)
- Opportunity management
- Pipeline management
- Lead management and routing
- Activity management
- Team selling
- Website sales
- Mobile / field sales
- Partner management
- Automated sales alerts
- Forecasting and business planning
- Multimedia reference library
- Content management
- Literature / information requests
- Sales incentives and commissions
- Sales process scripts
- Sales analytics
- Reports
- Integrated links
- Statistics and volumes
Sales Order Processing and Invoicing
- System set up
- Proposal management
- Quotation management
- Prices
- Cross-selling and up-selling
- Contracts
- Order processing
- Sales daybooks
- Fulfilling orders
- Product configuration
- Delivery
- Invoicing
- Customer portal
- Integration with website / shopping carts
- Customer self service / sales orders
- Sales order data exported to e-commerce website
- Website product catalogue
- Sales order data imported from e-commerce website
- e-commerce payments
- Cash sales and trade counter
- Customer returns / RMA (Return Merchandise Authorisation)
- Sales order documentation
- Analytics and reports
- Integrated links
- Statistics and volumes
Customer Support
- Account and contact management
- Support management
- Ticket management
- Escalation
- Product returns
- Defect tracking
- Quality and change requests
- Product tracking
- Knowledgebase
- Knowledgebase of common product / defect problems and solutions
- Knowledgebase of common procedural problems and solutions
- Fast search (to assist problem resolution)
- Problem / issue capture via web forms
- Support portal
- Customer support alerts
- Customer support analytics and reports
- Integrated links
- Statistics and volumes
Field and Service Management
- Mobile field support access
- Warranty management
- Service management
- Service call logging
- Schedule optimisation
- Despatch service requests / engineers
- Problem resolution and solution management
- Call progressing
- Escalation
- Preventative maintenance
- Service parts management
- Mobile parts management
- Returns and parts order
- Repair management
- Shipping and receiving (of parts and repair items)
- Service analytics and reports
- Integrated links
- Statistics and volumes
Contact Centre
- Multi-channel, multi-role contact centres
- Information management
- Communication
- CTI (computer telephony integration)
- Email response management
- Customer self-service
- Analytics and reports
- Integrated links
- Statistics and volumes
Operations, Technology and Support
Systems Operations
- System reliability
- Operational efficiency
- System performance
- User productivity assistance
- Data processing and systems control
- Data volumes and quality
- Security
- Backup and recovery
Campaign management
- Coordinate multiple marketing campaigns
- Single centralised database for all marketing, sales and customer support information
- Coordinated multi-channel marketing programs
- Support multiple sales channels eg telephone, direct mail, internet, email, social media, direct sales, partner networks
- Integrated workflow and collaboration for campaign approval and execution
- plus 6 more criteria included within this section
Marketing campaign planning
21 criteria included within this section
Campaign list generation
7 criteria included within this section
Personalised campaigns
3 criteria included within this section
Campaign execution
9 criteria included within this section
Best practices
20 criteria included within this section
Campaign project and task management
8 criteria included within this section
Email marketing
7 criteria included within this section
Email marketing process
35 criteria included within this section
E-marketing
16 criteria included within this section
Telemarketing
26 criteria included within this section
Direct mail marketing
13 criteria included within this section
Event marketing
Plan and support multiple marketing events such as seminars, trade shows, conferences, product demonstrations
Manage the whole marketing process for the event eg
- event plans, activities, tasks and budgets
- partnerships and vendors
- venue management
- registration
- configurable, event website for online registration / payment
- onsite management
- automatic distribution of sales opportunities to the appropriate sales channel
- post event analysis of results
Invitation campaign integrated with Marketing system eg to: - design, create and undertake targeted invitation campaigns
- provide one-click access to online registration from email invitations
- automatically schedule and send reminder emails
Trade promotion marketing
- Facilitate trade promotions
- Support strategic and tactical marketing
- Manage account planning, sales volume planning
- Manage promotion plans to consumers (indirect customers)
- Analyse plans and promotion simulations
- Manage promotional agreements and guidelines
- Manage sales promotion tactics eg features, displays, temporary price reductions
- Support sales activities between manufacturers, resellers / retailers and consumers eg planning, maintenance, tracking, settlement and evaluation
- Store merchandising management eg store visits, store analysis and comparison
- Field management including surveys
- Trade funds management eg using and monitoring trade funds, trade expenses
- Trade claims management eg claim validation, payments, deductions, contract disputes
Budget and revenue tracking
View and update campaign financials eg budget cost, revenue, profit / loss and phase over a user defined time period
Manage total campaign budget
Allocate budget to tasks and / or external suppliers
Track all components of marketing budget
Compare actuals with budgets - costs, revenues, profits / losses
Track forecasts versus actuals, budgets, by task or component within a campaign
Evaluate potential revenue by campaign or by target group
View revenue real-time (as sales linked to a campaign are updated)
Campaign response tracking
Automatically track campaigns results
Automatic update of data / campaign metrics real-time eg responses, sales volumes, revenues, profit / loss
View campaign details real-time
Real-time analysis to enable marketing staff to adjust campaigns, whilst campaigns are ongoing
Automatic calculation of response ratio and sales revenue generated by campaign
Add or edit campaign information or responses
Automatic summarisation of individual opportunity level data into management summaries
Track campaigns and / or responses by lead source
Track responses as they are added to the CRM system eg as new customers are added to the database or dates existing customers respond to call-to-action
Marketing analytics
23 criteria included within this section
Campaign analysis
9 criteria included within this section
Customer analysis
17 criteria included within this section
Product and service analysis
14 criteria included within this section
Integrated links, with:
5 criteria included within this section
Statistics and volumes
10 statistics included within this section.
Say in Customized CRM module Leads has 9 customization. and in Customized Service module leads has 5 customization with different inventory and groups and reports to its flow.
We will give out all the modules to ERNext foundation for public use. Once we complete the test trails and implementation.
In that case, I suggest you clone the original Item Master and its associated code, then customize it into two different sets.
Finally have it individually linked to the two other modules you’d like them to be associated with?
Alternatively, you could customize the same Item Master and place custom sections onto the item master form.
Then use a “Select” field at the first section to dictate showing/hiding of your customized section.
That way, you can could pass a “Select” value at run time onto the “Select” field to dictate what sections would be shown to the end users and hide the irrelevant sections.
However, this may end up in conflict if your custom sections contain mandatory fields.
What I could understand from your question is that you have two versions of Item Document. One which is default and other which is customised. And you want to have them running on the same instance. Did I get the question right?
Regards,
Parth
yeap correct. you got the situation right.
What if we see this in a different way ? Since the customised item master is doing to be used same instance, the customised version will be the superset. Cant we use roles and permission manager to not let those custom field to be viewed by certain users except the administrator and users with roles allowed to view the document ? Because since you want to use Item master itself as the document then this could be a viable solution (ofcourse if it matches your other dynamics).
Alternatively if you create a separate document for which has linked field to Item master or visa-versa. But again thats a design and decision which can be dependent on various factors.
this option sounds way organized but would data drill-down wont effect when it comes to reports and accounting? because we would be using it in warranty and services as well as subscription module/app
this wouldn’t be possible we have already tried. data management becomes an issue down the line.
I think the field level permissions apply to reports as well.
- From the requirements you have listed above most the reports for the custom field in the item doctype will be rendered by custom reports rather than the default reports.
- For visibility of custom field after setting roles and permission in default reports - have a test run whether the permissions are propogated field level or not. Also should affect pick columns.
Hope this helps
Regards,
Parth
Hello
Curious to know where you are on your development of the above list!
We are almost on database migration and testing all the modules.
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