Overview
Data flow transformation to convert a quote to a sales order.
Setup
The script has the following parameters:
- CrmConnection - selects Dynamics CRM Connection.
- QuoteCloseDate - map to input column containing the date when the quote is closed (Mappings Tab).
- QuoteCloseDescription - map to input column containing the description for closing the quote (Mappings Tab).
- QuoteCloseStatus - map to input column containing the status of the closed quote (Mappings Tab).
- QuoteCloseSubject - map to input column containing the subject associated with the closed quote (Mappings Tab).
- QuoteId - map to input column containing currency the ID of the quote to convert (Mappings Tab).
Configuration
To use this script, you would need to load it in COZYROC JavaScript Component. If you are using COZYROC SSIS+ 2.0 or later, after selecting the corresponding script type and opening the component editor, you can select the script from a dropdown list with the pre-built scripts. For COZYROC SSIS+ 1.9, you can download the JavaScript file and browse to it via the "Import JavaScript code" button.
Dynamics_CRM_Quote_To_Sales_Order_Transformation.jsKnowledge Base
Related documentation
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