When creating a new Lead or Opportunity, a source and channel has to be provided. Usually the selection of the source and channel at the time of creation is correlated with the Workflow that is going to be used.
All the available sources and channels exist at the following tables and can be setup using the URL's below:
@IDMS_INQUIRYCHANNEL
(GetInquiryChannelsForDropDownListFromInterest
)- ~/SetupEntities/List/SalesAndLeads/InquiryChannel
@IDMS_INQ_SOURCE
(GetInquirySourcesForDropDownListFromInterestAndChannel
)- ~/SetupEntities/List/SalesAndLeads/InquirySources
To create a new Source or Channel:
- Go into the relevant page,
- Click on the plus button
- Mandatory: Add a Code and a Name (description)
- Optionally: Add a Resource Key (translation code) and an Order number (by adding an order number to all the entries you ensure the order they will appear in the relevant fields during the Lead, Opportunity, Purchase Leas & Complaint creation)
Relevant Setup Keys:
If the setup key FreeSourceAndChannelSelection
is set to true
and setup key WFSelectionBySourceAndChannel
is set to false
, then all the available source and channels are retrieved. Thus, the user can select freely any combination they want as source and channel.
- If the setup keys are set as shown above, then the source and channels are retrieved from the
@IDMS_INTSRCCHANNEL
table- The combination between the sources/channels/interest types can be setup at ~/SetupEntities/List/SalesAndLeads/IDMS_IntSourceChannel
Otherwise, if the setup key FreeSourceAndChannelSelection
is set to false
(or if is set to true
but setup key WFSelectionBySourceAndChannel
is set to true
), then all the available source and channels are retrieved from @IDMS_WF_SELECTION
according to the given Interest Type (New, Used etc.) and Make. If Make is not provided, then the column @U_IDMS_IsMakeless
is checked.
When retrieving the sources, then the provided channel is also used for filtering, either at the @IDMS_INTSRCCHANNEL
or @IDMS_WF_SELECTION
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