Automation of CRM Items to FSM Work Order (Parts Section)
Hello FSM Team,
We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type.
We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type.
Currently, in CRM, we have detailed item information including:
1. Item Code
2. Item Description
3. Units
4. Size & Brand
5. Quantity
However, when creating a Work Order in FSM, these item details are not automatically populated in the Parts section. Instead, users are required to manually search and input each part.
Issue:
• Item details exist in CRM (Item List / Bundle)
• When creating a Work Order in FSM, the Parts section is empty
• No automatic mapping from CRM item description to FSM Parts
• Manual selection of parts is required
Request:
• Please advise if it is possible to automatically map or transfer CRM item details into the FSM Work Order Parts section
• Mapping should include fields such as Item Description → Part and Quantity
• If not available, kindly suggest any workarounds (workflow, custom functions, or integration setup)
Note:
If the above automation is possible, it would also be beneficial to have the Parts section available in the Request module, so that item details can be captured earlier and carried forward to the Work Order when converting the request to WO.
