CRM - Dunning Locks in IC Web

[KASTENNIS70]

Goal - assign a default expiration date to each dunning lock in CRM.

ISU - have performed the required coding in event to assign default expiration date in ISU. However, do not know where in CRM-IC Web to default this information.

Any suggestions from those of you experienced with the CRM-ISU integration.

Thank you,

KellyAnn

[AmlanBanerjee]

Hi Kelly,

There is no concept of a seperate dunning lock in CRM.

The dunning lock object resides in ISU. Once it is updated in ISU, it should automatically be reflected from CRM as well, be it at the contract account level or at the document level.

When you are vewing the account overview screen\account balance screen from CRM Web IC, it only pulls the data from ISU via transaction launcher, and there is no need to set a expiration date for a dunning lock in CRM.

Hope it helps.

Thanks,

Amlan

[william_eastman]

Kelly:

The ISU default lock date functions do not operate within CRM so the configuration is inconsequential as standard. You would need to add logic within the CRM create lock function to go and read the configuration to provide a default date.

regards,

bill.

[KASTENNIS70 · Accepted solution]

I found the configuration point in CRM at CRM > Interaction Center WebClient > Industry-Specific Functions > Integration wit Contract Accounts Receivable and Payable FICA > Edit FI-CA Profiles. However, this lock configuration applies to all locks. Do you know the FM in CRM that drives this functionality?

Thank you both.

[william_eastman]

You could enhance component FICACMP_LOCK.

regards,

bill.

[KASTENNIS70]

Through debugging on the CRM side, the FICACMP_LOCK was identified. We will use the same logic that has been applied to the specific dunning locks in ISU via event 1802. Thank you all for contributing and confirming my findings.