SCRIBE: Mapping Write-In Products to Existing Products in CRM 2011

One of our clients had requested that we converted all of the Sales order Write-In Product lines to their new set of existing product items.

We were provided with an excel file showing the name of the old write in product (from their legacy system ) and its new CRM product record name.

There are thousands of sales order detail lines in the system and a simple solution was required here.

Unfortunately we only had the Product Description (Write-In Product) to work from, however the client had specified the text were correct.

The solution was simple.

The diagram describes how the task was completed using the latest version of SCRIBE.

1. Create a query from the SalesorderDetail table against the ORG_ MSCRM database filtering on Write-In Products (IsProductOverriden = 1) displaying the Product Description and the SalesorderDetail ID.
2. Get Row
3. Lookup (FILELOOKUP) the ProductDescription field against the supplied mapping file, then DBLOOKUP the Products ID from the Product Name retrieved from the mapping file.
4. Return mapped Product ID GUID
5. Lookup the SalesOrder detail record in CRM (provided from the original query ) and update the following fields using the CRM Webservice:

Product ID
IsProductOverriden = 0
UomId =GUID

Thanks

Jonathan