1. Oracle Sales Cloud Interface CRM - HARMONY
September 2016 V1.0
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2. CRM - HARMONY An interface between CRM and Harmony allows users to
Transfer their opportunities into the ERP. This interface could be activated manually at any stage of the opportunity.
Update the information registered in the ERP project if some values change in the CRM opportunity since the last synchronization.
CRM opportunity
Harmony project
ERP project number will be the common link between CRM and ERP Harmony.
Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin…
Be aware that this interface only works from CRM to ERP. If data are up-dated in Harmony, they couldn’t be synchronized into the CRM opportunity.
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3. How does it work ?
Each entity defines its process to interface their opportunities in Harmony.
When an opportunity should be interfaced ?
The interface works whatever the opportunity status is. Each entity must define when an opportunity must be synchronized in Harmony :
Some entities prefer to interface their opportunities as soon as they detect a potential business with a customer (status : project). In that way, they can input some accounting costs on the ERP project !
Other entities want to synchronize only their WON opportunities.
How to set the ERP number ?
Each entity must choose between the manual or the automatic process.
With the manual process, the entity defines itself the ERP number before activating the interface. The reference they allocate to the opportunity will be sent to Harmony.
With the automatic process, the ERP number is provided by Harmony.
Once this process has been defined, the user can synchronize the data from CRM to ERP by clicking on
the button which is displayed on the top right of the opportunity screen.
ERP project number will be the common link between CRM and ERP Harmony.
Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin…
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4. How does it work ?
If the opportunity has not been interfaced yet, a new project will be created in Harmony
A checkbox « Transmitted ERP » will be activated.
Later on, the button « Interface » will only synchronize the changes made in the CRM database since the last synchronization.
ERP project number will be the common link between CRM and ERP Harmony.
Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin…
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5. Which data are synchronized ?
Data filled in the CRM opportunity by the user
HARMONY FIELD
CRM FIELD
Description
It’s the name given to the CRM opportunity
Currency
Currency registered in the opportunity
Forcast montary amount
Global amount of an opportunity
Project – Effective date
Creation date of the opportunity
Country
Country of the opportunity
State (for USA only)
Project status
Sales stage of an opportunity (see details on mapping, slide 8)
% complete
Win probability
Manager name
Opportunity owner
Specialities/Services/Families
Technic registered in the opportunity line
Montant ligne
Amount registered in the opportunity line
Worksite address
Coming soon.
Currently, this value is automatically filled with a default value : *
ERP project number will be the common link between CRM and ERP Harmony.
Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin…
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6. Which data are synchronized ?
Data from the CRM user profile
HARMONY FIELD
CRM FIELD
Business unit
Business unit registered in the user profile on the CRM
Agency
Territory registered in the user profile on the CRM
Project
The user profile will specify if its entity defines manually or not (automatically) the ERP number
Manual mode : the value which will be synchronized will be registered directly by the user in the CRM opportunity
Automatic mode : The ERP value will be provided by Harmony
ERP project number will be the common link between CRM and ERP Harmony.
Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin…
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7. Which data are synchronized ?
Data synchronized with a default value
HARMONY FIELD
DEFAUTLT VALUE
Project type
CHANT (worksite)
Insurance : Building or Civil engineering
BUILDING
Insurance
UNKNOWN
Contract : Customer type
SF not mandatory group
Contract : Market code
MA050 (Public : State & Collectivity)
Contract : Work
NEW
Contract : Department code
99 (ETRANGER)
ERP project number will be the common link between CRM and ERP Harmony.
Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin…
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8. Mapping status between CRM & ERP
The following diagram shows the mapping between the status from a CRM opportunity with the Harmony project.
It means that if an opportunity in “Tender” stage is synchronized in Harmony, the status of the project inside the ERP system will be “To the study”.
STATUS/
STAGES
CRM
Open- Project
STATUS
ERP
Cancelled
Declined
Won Lost
Open-Prequal
Open-Tender/Nego
Upstream
To the Study
Acquired
Lost
No more continuation

9. Interface CRM-ERP : Manual process

10. Interface CRM-ERP : Automated process

11. CONCRETE EXAMPLE

12. Mapping between CRM & ERP fields
CRM opportunity
Harmony project
Data filled in the CRM opportunity by the user
Data from the CRM user profile
Data synchronized with a default value

13. Mapping between CRM & ERP fields
CRM opportunity
Harmony project
Data filled in the CRM opportunity by the user
Data from the CRM user profile
Data synchronized with a default value

14. Mapping between CRM & ERP fields
CRM opportunity
Data filled in the CRM opportunity by the user
Data from the CRM user profile
Data synchronized with a default value
Harmony project