In Part I, we reviewed how to link Sage CRM and Sage 100 2013. Now that Sage CRM and Sage 100 are linked there are a handful of additional steps to complete the integration. We are now going to walk through the remaining portions of the integration. Some areas are optional, but it’s always good to review the functionality and understand the significance of each portion of the integration.
CRM Company Options (Required)
Be sure to be in the desired Company in Sage 100 and then verify that you have the proper Instance ID populated. Then select the desired values for the checkboxes below.
- Sage CRM Instance ID is the instance of Sage CRM to which the current company in Sage 100 is connected.
- If the Accounts Receivable module is setup to allow for automatic customer number generation, then the option is available to have auto-generated numbers from Sage CRM when converting a Prospect to a Customer.
- Default user Template is used when converting a Prospect to a Customer from Sage CRM – you can configure the default template values in Part B.
- If the user has the ability to select from multiple templates when converting a Sage CRM Prospect to a customer, they can choose the template with the closest values for the type of customer they will be in Sage 100.
- The Prospect Customer Number is the customer against which Quotes will be created if the Sage CRM company is not yet a Sage 100 customer. When the company is converted to a customer, that quote will then be associated with their customer number in Sage 100 and the user can change the Quote to an Order.
- On-the-Fly Opportunities are opportunities that are automatically created or “Assigned” when creating a Quote or an Order without having an associated opportunity already created in Sage CRM.
Customer Template Maintenance (Optional)
Populate the Default template or create multiple templates from which the converted Sage CRM Prospects will obtain the values for the fields below.
CRM Country Cross Reference Maintenance (Required)
Each country code used in Sage 100 must have an associated mapping to a Sage CRM country code.
*Failure to map countries may result in lost addresses upon synchronization or relationship mapping.
Relationship Management Wizard (Optional)
The Relationship Management Wizard is a tool that allows you to push data in mass either to or from Sage CRM / Sage 100 to the opposite solution. In the top portion, you can choose whether you will be obtaining the data to push from Accounts Receivable (to Sage CRM) or from Sage CRM (to the AR module in Sage 100). The bottom option asks what you wish to synchronize: Customers/Companies (including their default contacts), Additional Contacts, or Ship-To Addresses.
*The most common use of this wizard is the push of data from Accounts Receivable in Sage 100 to Sage CRM and hardly ever in the opposite direction.
Salesperson User Mapping (Required)
If you wish to use the Sage 100 integration for any Sage CRM login, a mapping must be created from the Sage 100 ERP logon to the Sage CRM User logon. At least one Salesperson ID must be mapped to that salesperson for a single division. If a user is not a salesperson, they must still have a mapping in order to use the integration between the two systems.
Integration that requires a user mapping includes: Maintaining Relationship of Sage CRM data to Sage 100 data (e.g. converting Prospects to Customers), launching the Customer Maintenance screen, performing an Inquiry from the Inquiries tab in Sage CRM, and creating Quotes or Orders.
Now that the two systems are speaking to one another, it’s a good idea to give the integration a test. One way to test the integration is to make a change to a customer record in Sage 100 such as changing Address Line 2. Then login to Sage CRM and verify that the customer record’s address has updated. If you have allowed changes to Addresses from Sage CRM, change the address back from Sage CRM and verify that the change propagated to Sage 100. Your integration is complete! Check Ignite for future articles on Sage 100 integration!
Photo by David Haas