Sage Accpac ERP 5.6A. SageCRM 6.2 I Integration Guide

Transcription

1 Sage Accpac ERP 5.6A SageCRM 6.2 I Integration Guide

2 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage Accpac product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. Sage Software, Inc. Publisher

3 Contents Chapter 1: Introduction What is Sage Accpac ERP Integration? Chapter Summary Chapter 2: Getting Started SageCRM Licensing Requirements System Requirements SageCRM Sage Accpac ERP LanPak Licenses Client Workstations Now you can Chapter 3: SageCRM Installation Installing SageCRM with Sage Accpac ERP Integration Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Now you can Chapter 4: Configuring Servers and Server Access Permissions Accessing Server Resources through a Web Browser Working with Internet Services Manager Restarting IIS to Reflect Security Changes Checking the IIS Anonymous Access Account Requirements for IIS 6.0 on Windows Configuring IIS 6.0 to Work with SageCRM Further Configuration of IIS 6.0 to Work with Sage Accpac ERP Integration Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine Directory Access Rights for NTFS Permissions/Rights for the SageCRM Program Files Permissions/Rights for SageCRM to Connect to Sage Accpac ERP Data Registry Permissions Sage Accpac ERP Integration Guide iii

4 Path Environment Settings Disable Connection Pooling if you use COM/DCOM Additional User Permissions for COM/DCOM (using Same Machine Setup) Permission for the MachineKeys Folder Access and Launch Permissions Permission to Read the Registry on the SageCRM Server Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine IIS Anonymous Access Account Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server Additional User Permissions for COM/DCOM (using Different Machines Setup) Other Settings Running SageCRM integrated with Sage Accpac ERP on Windows Now you can Chapter 5: Sage Accpac ERP Integration (E/W) Component Overview of Steps Installing the E/W Component Activating SageCRM Integration within Sage Accpac ERP Choose Integration and Notification Options Setting up Sage Accpac ERP Workstations Now you can Chapter 6: Using SageCRM for Sage Accpac Working with SageCRM for Sage Accpac Sage Accpac ERP Integration Overview Log on to SageCRM Viewing Company Tabs in SageCRM Hints and Tips Viewing and Modifying O/E and P/O Transactions Create a New Sales Order (or Purchase Order) View, Modify, or Create Order Entry Transactions View Credit/Debit Notes View All Shipments (O/E) or All Receipts (P/O) View O/E Pending Shipments (or P/O Pending Receipts) View Item Sales (or Purchase) History View Customer Price List (O/E) or Vendor Contract Costs (P/O) View Serial and Lot Number Sales History View or Edit Requisitions (P/O only) iv SageCRM for Sage Accpac ERP

5 View or Edit Returns (P/O only) Viewing Customer and Vendor Aging and Statistical Information Viewing and Modifying A/R and A/P Transactions A/R Posted Transactions A/R Unposted Invoices A/R Unposted Receipts A/R Unposted Refunds Viewing and Modifying Optional Fields Viewing and Modifying Project and Job Costing Contracts Viewing and Modifying Return Authorization Documents Sage Accpac Quote Tab Promote a Customer or Vendor to Accpac Changing a Customer or Vendor Link Sage Accpac A/R and A/P Person and Address Fields National Accounts Import a National Account Solo Integration with SageCRM Notes on using Solo client with SageCRM Customer and Vendor Number Change Chapter 7: Where to Now Sage Accpac ERP Integration Guide v

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7 Chapter 1 Introduction The first part of this guide is for SageCRM implementers. SageCRM users should proceed to the Working with SageCRM for Sage Accpac section in the Using SageCRM for Sage Accpac chapter. We assume that implementers have: Experience of implementing and troubleshooting SageCRM installations. A good understanding of Sage Accpac ERP installation and setup, and experience in working with it. We assume that users are: Familiar with the use of a Web browser. Experienced Sage Accpac ERP users. What is Sage Accpac ERP Integration? SageCRM / Sage Accpac ERP integration provides access to back-office data and customer information. SageCRM provides bi-directional data transfer updating both systems and avoiding redundant data entry. Transactional and statistical data in the back office system can be viewed in real-time through the SageCRM interface. SageCRM offers point and click promotion of prospects to customers or vendors, creating the account in the Accounts Receivable module (or Accounts Payable module for vendors), allowing users to view the necessary transactional information through SageCRM. SageCRM 6.2 can be integrated with Sage Accpac ERP versions 5.4, 5.5, or 5.6. This guide details integration with version 5.6. Sage Accpac ERP Integration Guide 1 1

8 Chapter Summary Chapter Summary The table below gives a summary of each chapter in this guide. Chapter Summary 2: Getting Started Requirements for installing SageCRM and integrating it with Sage Accpac ERP. 3: SageCRM Installation How to install SageCRM with the SageCRM integration component. 4: Configuring Server Access Permissions 5: Sage Accpac ERP Integration (E/W) Component 6: Using SageCRM for Sage Accpac How to configure the SageCRM and Sage Accpac ERP servers for Sage Accpac ERP integration. How to install the Sage Accpac ERP integration component. Working with SageCRM and performing Sage Accpac ERP administration tasks. 7: Where to Now Information on where to find more information on working with SageCRM. 1 2 SageCRM for Sage Accpac ERP

9 Chapter 2 Getting Started In this chapter you will learn about: SageCRM licensing requirements System requirements for the SageCRM server, Sage Accpac ERP server, and Sage Accpac ERP workstations. SageCRM Licensing Requirements Ensure that you have a SageCRM license that includes Sage Accpac ERP Integration before you begin the SageCRM installation. System Requirements This section lists the recommended minimum software and hardware requirements for running SageCRM and Sage Accpac ERP. Please refer to the SageCRM Technical Specification and the SageCRM System Administration Guide for more information on recommended server specifications. If you are using Windows 2008, please see the section Running SageCRM integrated with Sage Accpac ERP on Windows 2008 in this document. SageCRM Windows 2000, 2003 or 2008 (with all the latest service packs). Microsoft SQL Server 2000, 2005, or 2008 (with all the latest service packs) Microsoft Internet Information Server (IIS) version 5.0, 6.0 or 7.0 and the latest patches. Sage Accpac ERP Please refer to your Sage Accpac ERP documentation for specific requirements. For Sage Accpac ERP, you need the following installed on a server: Sage Accpac ERP Integration Guide 2 1

10 System Requirements Appropriate database software (for details, refer to the Sage Accpac ERP System Manager Administrator Guide). Sage Accpac ERP 5.6 System Manager 5.6. General Ledger 5.6, Accounts Receivable 5.6, Accounts Payable 5.6. Order Entry 5.6 (note that Order Entry needs Inventory Control 5.6). Or Sage Accpac ERP 5.5 System Manager 5.5 with the latest Product Update. General Ledger 5.5, Accounts Receivable 5.5, Accounts Payable 5.5. Order Entry 5.5 (note that Order Entry needs Inventory Control 5.5). Or Sage Accpac ERP 5.4 System Manager 5.4 with the latest Service Pack. General Ledger 5.4, Accounts Receivable 5.4, Accounts Payable 5.4. Order Entry 5.4 (note that Order Entry needs Inventory Control 5.4). Note: You must install the latest System Manager and application service packs for either Sage Accpac ERP 5.5 or Sage Accpac ERP 5.4. You cannot use a mix of 5.6, 5.5, and 5.4 Sage Accpac modules when integrating with SageCRM. If you use Sage Accpac ERP 5.6, SageCRM also integrates with: Sage Accpac Purchase Orders 5.6A Sage Accpac Return Material Authorization (RMA) 5.6A Sage Accpac Project and Job Costing 5.6A To integrate SageCRM with any of these modules, you must install version 5.6A of the module. If you use Sage Accpac ERP 5.5, SageCRM also integrates with: 2 2 SageCRM for Sage Accpac ERP

11 System Requirements Sage Accpac Purchase Orders 5.5A Sage Accpac Return Material Authorization (RMA) 5.5A Sage Accpac Project and Job Costing 5.5A Sage Accpac Warehouse Management System (WMS) 5.4 and Link 5.5A (integrated with Sage Accpac ERP). To integrate SageCRM with any of these modules, you must install version 5.5A of the module, and its latest product updates. SageCRM also integrates with optional fields that are set up in Sage Accpac ERP. For integration, you need Sage Accpac Transaction Analysis and Optional Field Creator. Sage Accpac ERP integration does not support SageCRM SOLO integration. LanPak Licenses You do not require a Sage Accpac ERP LanPak license to view the Sage Accpac ERP integrated screens within SageCRM for example, when you click an order s Drill Down icon to open the order details screen. However, you require a LanPak license to open the Sage Accpac ERP data entry forms (for example, the Sage Accpac Order Entry form) from within SageCRM. Make sure that you install enough LanPak licenses to support SageCRM access to Sage Accpac ERP forms when you upgrade to SageCRM 6.2. Client Workstations Client machines requiring access to the Sage Accpac ERP screens from within SageCRM need to have Sage Accpac ERP installed on the client, or they require access to the Sage Accpac ERP Web Client. For Web Client access, you must run Sage Accpac ERP through to signing on to a company at least once per workstation so that the Sage Accpac ERP Web Client is properly installed before starting to work with SageCRM for Sage Accpac ERP. Please refer to your Sage Accpac ERP documentation for more information. Also refer to the SageCRM System Administrator Guide for minumum client workstation requirements. Windows 2000, XP or above for CRM Workstation utilizing the full Sage Accpac integration. Note for a Windows Vista client, if you need to open the Sage Accpac ERP forms from within SageCRM (such as the Sage Accpac Order Entry Sage Accpac ERP Integration Guide 2 3

12 Now you can form), you must run Internet Explorer as an administrator. To do so, open the Microsoft Start menu, then select All Programs. Right-click Internet Explorer, then select Run as administrator. The same applies if you need to open the Sage Accpac ERP forms from within SageCRM on a Windows 2008 machine. Windows 2000, XP or above for a Sage Accpac ERP Workstation with CRM Integration. Microsoft Internet Explorer version 6.0 or 7.0. The Internet Explorer security settings must to be set to allow the following: Download signed ActiveX controls Run ActiveX controls and plugins Script ActiveX controls marked as safe Active scripting Now you can Explain SageCRM licensing requirements List system requirements for the SageCRM server, Sage Accpac ERP server, and Sage Accpac ERP workstations. 2 4 SageCRM for Sage Accpac ERP

13 Chapter 3 SageCRM Installation In this chapter you will learn about: Installing SageCRM for Sage Accpac ERP integration. (During this installation, you have the choice of installing the Sage Accpac Accounting Integration component, or installing it later as mentioned next.) Installing Sage Accpac Accounting Integration for SageCRM, after SageCRM is installed. Sage Accpac Accounting Integration for SageCRM adds components to SageCRM so it can integrate with Sage Accpac ERP accounting programs. After the installation described in this chapter, you must add integration components to Sage Accpac ERP, so it can integrate with SageCRM, as described in Chapter 5. You must also configure servers and service access permissions as described in Chapter 4. Installing SageCRM with Sage Accpac ERP Integration This section describes the procedure for a new installation of SageCRM with Sage Accpac ERP integration. If you are upgrading from a previous version, refer instead to the Update Notice that is provided with your update package. 1. Select SETUP.EXE from the SageCRM installation disk or from the download files. The main installation screen appears. 2. Select the Install SageCRM 200 option. 3. The following appears: Sage Accpac ERP Integration Guide 3 1

14 Installing SageCRM with Sage Accpac ERP Integration Select Next to continue. 4. In the License Agreement dialog box, review the License Agreement carefully. If you accept all of its terms, select I accept the terms of the license agreement, and click the Next button; otherwise click the Cancel button to end the installation. 5. The User Details dialog box is displayed. Type your name in the Name field, your company name in the Company field, and your license key in the License field. 3 2 SageCRM for Sage Accpac ERP

15 Installing SageCRM with Sage Accpac ERP Integration The company name and license key must be typed in exactly the same way as provided to you by Sage. 6. Select Next. 7. If the program does not find the required Microsoft SQL Server or Client Tools installed, then a dialog box appears that will give you the opportunity to install Microsoft SQL Server 2005 Express. You can install it or click Next; then proceed to step 9. Otherwise, choose your database type (typically, this would be the default, Existing Microsoft SQL Server), and select Next. 8. If you entered a license key that included integration with Sage Accpac ERP, the following dialog box appears. Select the version of Sage Accpac ERP that you are running. If you choose to install Sage Accpac ERP Integration later, you can install the accounting integration component using a separate installation choice on the Sage Accpac Integration ERP installation screen, as described in the later section, Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed. 9. Select Next to continue. The Installation Name dialog box appears. Sage Accpac ERP Integration Guide 3 3

16 Installing SageCRM with Sage Accpac ERP Integration 10. Type the installation name. We recommend that you use the default installation name, CRM. 11. Select Next. The Choose Destination Location dialog box is displayed. You can specify the location for the Web Root Files. This becomes the default location for the SageCRM program files. By default, the location is \Program Files\Sage\CRM. IIS looks in this location for the SageCRM home page. We recommend that you use the default location. 12. Select Next. The SQL Database Server Login details dialog box appears: 3 4 SageCRM for Sage Accpac ERP

17 Installing SageCRM with Sage Accpac ERP Integration 13. Confirm your server name and your SQL Server user ID, and enter the password for this user ID. Choose whether to connect using Windows authentication or SQL Server authentication. Select Next to continue. The Select Setup type dialog box appears. 14. Select the No demo data option, then select the Next button. Depending on your license options, the Select Install Add Ons dialog box may appear. 15. Select the Next button. (If you wish, you can select the Sample Self Service support site.) The Default Currency dialog box appears. 16. Select any currency from the list. Note: You reset the base currency in SageCRM after you have performed the Synch Dropdowns administration task. This is described in the Using SageCRM for Sage Accpac chapter of this guide. Because you will reset the base currency later, it does not matter which currency you select as the base currency at this point. 17. Select Next. To convert SageCRM reports to PDF format, SageCRM needs to install FOP PDF conversion software developed by Apache Software Foundation ( If it is not already installed, the Install PDF Conversion Software dialog box is displayed. Sage Accpac ERP Integration Guide 3 5

18 Installing SageCRM with Sage Accpac ERP Integration 18. In the Install PDF Conversion Software dialog box, select the Yes, Install this software option, then select Next. The Start Copying Files dialog box is displayed. 19. Once you have reviewed your settings, select Next. The SageCRM installation begins. Messages inform you of the progress. The FOP PDF conversion software requires the Java Runtime Engine (version 1.4 or greater). If you do not have the Java Runtime Engine installed, you are prompted to install it during the SageCRM installation. 20. If you are prompted to install the Java Runtime Engine, select OK and follow the on-screen instructions to install it. Do NOT restart your computer yet! Note: If the Java Runtime Engine s installer prompts you to restart your computer, select No so that you can complete the SageCRM installation properly. When the Java Runtime Engine s installation is complete, the SageCRM installation continues. 21. When the SageCRM installation is complete, a Setup Complete dialog box is displayed, giving you an option to launch SageCRM for Sage Accpac ERP and the Readme file. 22. Select Finish to complete the installation process. Depending on what you selected, the Readme file may be displayed in one Web browser window, and the SageCRM logon page may be displayed in another Web browser window. If you were prompted to restart your computer during the Java Runtime Engine s installation, restart your computer now, since the SageCRM installation is now complete. If you are using the NTFS file system, proceed to the next chapter, Configuring Servers and Server Access Permissions, before continuing. A File access denied message on the SageCRM logon screen indicates that access rights have not been set up correctly. If you are using the FAT32 file system, you can start SageCRM at this point (use the user name Admin with no password). However, you will not be able to access Sage Accpac ERP information until you follow the steps outlined in the next chapter, Configuring Servers and Server Access Permissions. 3 6 SageCRM for Sage Accpac ERP

19 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Note: As of SageCRM 5.8, the default installation location for SageCRM is C:\Program Files\Sage\CRM\<CRMInstallName>. After you have completed the preceding steps, you must install the Sage Accpac ERP integration (E/W) component (which enables updates to go from Sage Accpac ERP to SageCRM), as described in Chapter 5. Note that you can set up servers and server access permissions before or after installing the Sage Accpac ERP integration (E/W) component. Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed You can directly install Sage Accpac Accounting Integration for SageCRM after installing SageCRM. The two most common reasons for adding Sage Accpac Accounting Integration after installing SageCRM are these: If you install SageCRM 6.2 integrated with Sage Accpac ERP 5.5, and then later upgrade to Sage Accpac ERP 5.6, you will have to reinstall Sage Accpac Integration this time choosing version 5.6 integration. If you installed SageCRM without installing accounting integration, you will have to add Sage Accpac ERP integration using this installation choice. You cannot add this integration to an earlier version of SageCRM Note: The version of the Sage Accpac Integration must match the version of SageCRM that you are running. In other words, you cannot add Sage Accpac Accounting Integration for SageCRM 6.2 to a pre-6.2 SageCRM. To install Sage Accpac ERP Accounting Integration for SageCRM separately: 1. Run the SETUP.EXE from the SageCRM installation disc or from the download files. The main installation screen appears. 2. Select the Install Sage Accpac Accounting Integration option. 3. On the next screen, select the Install Sage Accpac Accounting Integration for SageCRM option. 4. The following dialog box appears: Sage Accpac ERP Integration Guide 3 7

20 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Select Next to continue. 5. The following dialog box lets you select the install to which you want to apply the Sage Accpac ERP integration. Choose your CRM installation name (if there is more than one choice), and then select Next. 6. On the following dialog box, select the type of integration install. 3 8 SageCRM for Sage Accpac ERP

21 Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed Select from: Install Sage Accpac ERP Integration if your SageCRM install previously had no Sage Accpac ERP Integration. Upgrade your existing Sage Accpac ERP Integration if you have upgraded your Sage Accpac ERP version since you installed Sage Accpac ERP Integration for SageCRM 6.2. For example, select this option if you are moving from SageCRM 6.2 with Sage Accpac ERP 5.5 to SageCRM 6.2 with Sage Accpac ERP Select Next. 8. If you have selected Install Sage Accpac ERP Integration in the previous dialog box, select the Sage Accpac ERP version you want SageCRM to integrate with. Otherwise, select the appropriate upgrade path. For example, select the option if you are moving from SageCRM 6.2 with Sage Accpac ERP 5.5 to SageCRM 6.2 with Sage Accpac ERP Select Next. 10. The SQL Database Server Login details dialog box is displayed. Confirm your server name and your SQL Server user ID, and enter the password for this user ID. Select Next to continue. The Sage Accpac ERP Integration installation begins. Messages inform you of the progress. Sage Accpac ERP Integration Guide 3 9

22 Now you can 11. If you are prompted to stop IIS, select Yes. Note that IIS will be restarted automatically near the end of the installation. When the installation is complete, the Setup Complete dialog box appears. 12. Select Finish to complete the installation process. If you keep Launch Now selected, the SageCRM logon page is displayed in a Web browser window. If you are upgrading from a previous version After upgrading the integration: You may have to reset the IIS settings. See Chapter 4 for details. You will have to re-synchronize the tables. See Chapter 6 for details. If you are upgrading your integration from Sage Accpac ERP 5.3 or earlier, you will have to re-import vendors from Sage Accpac ERP to SageCRM. See Chapter 6 for details. Now you can Install SageCRM for Sage Accpac ERP. Install Sage Accpac Accounting integration after SageCRM is installed SageCRM for Sage Accpac ERP

23 Chapter 4 Configuring Servers and Server Access Permissions In this chapter you will learn about: How server resources are accessed through a Web browser. How to work with IIS. Configuring servers and server access on the SageCRM and the Sage Accpac ERP server if they are installed on the same machine. Configuring servers and server access if you have installed SageCRM on a different machine from Sage Accpac ERP. Accessing Server Resources through a Web Browser Using the Internet Guest Account When you access the resources on the server computer through a Web browser, you do not access these resources as the user account from which you logged onto the computer. By default, you access the resources on the server computer as the default user created when you installed Internet Information Services (IIS). This account is called the Internet Guest Account. The short name of this account is IUSR_<Computer Name>. For example, if the machine name of your computer is SERVERA, the Internet Guest Account user account that is automatically created by IIS would be IUSR_SERVERA. This account needs to be given permissions/rights to resources on the server computer, to allow the integration between SageCRM and Sage Accpac ERP. These permissions/rights are a combination of directory access rights (for the NTFS file system) and setting rights to the server s registry. Working with Internet Services Manager This section is an overview of how to work with the Microsoft Internet Services Manager. Sage Accpac ERP Integration Guide 4 1

24 Working with Internet Services Manager Unless otherwise specified, instructions and figures in this section are based on Windows See also the section, Requirements for IIS 6.0 on Windows 2003, later in this chapter. For more in-depth information, refer to the Internet Services Manager s online help. Note: Log on with Administrator rights to the server where SageCRM is installed. To start the Internet Services Manager: Select Control Panel > Administrative Tools > Internet Information Services Manager. Restarting IIS to Reflect Security Changes Whenever you change security settings on the server, you need to restart IIS for it to recognize the changes. To restart the server: 1. Under Internet Information Services, select the computer name, rightclick on it, select All Tasks, and select the Restart IIS option. This presents you with an option to Start, Stop, Reboot, or Restart IIS. 2. Select the Restart option to stop the running IIS and then start it again. Any security changes made to the system are now in effect. Tip: If you are using IIS 5.0, you can also restart IIS from within the Services and Applications section of Computer Management. 4 2 SageCRM for Sage Accpac ERP

25 Working with Internet Services Manager Checking the IIS Anonymous Access Account The IIS Anonymous Access account is the user account used by IIS to access resources on the server. The IIS Anonymous Access account can be set either at the Default Web Site properties level or individually for each Web site that is running within IIS. To check the settings for the SageCRM installation: 1. Under Internet Information Services, double-click on the computer name to expand the tree. 2. Open the Default Web Site branch (by clicking on it), and look up the SageCRM installation in the list. 3. Select the SageCRM installation, and right-click to display the shortcut menu. Then select Properties, and select the Directory Security tab: 4. Within the Anonymous Access and Authentication Control section, select Edit to view the Authentication Methods window. Sage Accpac ERP Integration Guide 4 3

26 Working with Internet Services Manager The User Name field contains the account with which IIS will log onto the server in this window. By default, this is the default Internet Guest Account created by IIS during installation. 5. Make sure the Enable Anonymous Access option is selected. 6. If you made changes that you would like to keep, select OK to save the changes. 7. To exit without saving your changes, select Cancel until you are back to the Internet Services Manager. Remember that IIS will need to be restarted to reflect these changes. The following sections of this chapter outline the security permissions that must be given to this Internet Guest Account. Default Web site settings Create a new account for the SageCRM Web site Note: You must consider the following points before proceeding. The preceding section shows how to view the Web site settings for the SageCRM Web site. You can also view the Default Web site properties by selecting the Default Web Site node under the computer name. From the shortcut menu, select Properties to display the default settings for all Web sites. These defaults can, however, be overwritten at the individual Web site level. If you prefer, you can create a separate account from the default Internet Guest Account created by IIS for use by the SageCRM Web site. This may be preferable if you are running more than one Web site on this server. To create an account for the SageCRM Web site: 1. Create a new user, such as CRM, within the Computer Management / Local Users and Groups. 4 4 SageCRM for Sage Accpac ERP

27 Requirements for IIS 6.0 on Windows 2003 This user should have Administrative rights on the SageCRM machine. Additional permissions for this user are explained in the sections Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine and Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine. This user should have sufficient rights to the SageCRM installation and data, and the Sage Accpac ERP installation and data. This user also needs sufficient rights to read the registry on the SageCRM machine. If you need to access resources across a network (for example, if your database resided on a different server), this would be a domain user. 2. Change the account specified in the Anonymous User Account setup window to this new account by selecting Browse and choosing your newly created user from the list. Any changes you make to the password that this account uses will also have to be updated within the Anonymous User Account setup window. 3. Make sure that you apply the security settings in the rest of this chapter to this new login account, and not to the default Internet Guest Account. Requirements for IIS 6.0 on Windows 2003 This section is an overview of configuration requirements for Microsoft Internet Services Manager (IIS 6.0) on Windows For more in-depth information, refer to the Internet Information Services Manager s online help. Note: Log on with Administrator rights to the server where SageCRM is installed. To start the Internet Information Services Manager: Windows 2003 Select Control Panel > Administrative Tools > Internet Information Services Manager. Configuring IIS 6.0 to Work with SageCRM Follow the directions for setting up IIS 6.0 in the SageCRM Technical Specification and SageCRM System Administrator Guide. Sage Accpac ERP Integration Guide 4 5

28 Requirements for IIS 6.0 on Windows 2003 Further Configuration of IIS 6.0 to Work with Sage Accpac ERP Integration To set up IIS 6.0 to work with Sage Accpac ERP integration, further configuration must be done for Active Server Pages and parent paths and Enable Buffering. To Allow Active Server Pages in Web Service Extensions In addition to allowing All Unknown ISAPI Extensions (as mentioned in the SageCRM Technical Specification), you should also allow Active Server Pages in Web Service Extensions. 1. Under the local computer s branch, select the Web Service Extensions folder. 2. In the right-hand side pane, right-click on Active Server Pages and select Allow. The Status for Active Server Pages will change to Allowed. To Enable Parent Paths and Enable Buffering: 1. Under the local computer s branch, select the Web Sites folder. Rightclick on that folder and select Properties. 2. Select the Home Directory tab, then click on the Configuration button. 4 6 SageCRM for Sage Accpac ERP

29 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 3. In the Application Configuration window, select the Options tab, then: a. Select the Enable Parent Paths option. b. Select the Enable Buffering option. 4. Click OK to close the Application Configuration window, and then click OK to close the Properties window. 5. Restart IIS. Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine This section outlines how to configure server access if you have installed SageCRM and the Sage Accpac ERP server on the same machine. Unless otherwise specified, instructions and figures in this section are based on Windows Sage Accpac ERP Integration Guide 4 7

30 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine The following is a summary of the steps for setting up SageCRM and Sage Accpac ERP on the same machine. It is assumed you have already installed Sage Accpac ERP and SageCRM described in Chapter Configure access permissions for the IIS Anonymous Access Account (Internet Guest Account), as described in the subsections to follow, up to the subsection, Additional User Permissions for COM/DCOM (using Same Machine Setup) which you should do later, in step Install and set up the Sage Accpac ERP Integration (E/W) Component. For details, see Chapter 5, Sage Accpac ERP Integration (E/W) Component. 3. In SageCRM, set up the Sage Accpac ERP integration, using the Administration menu > Sage Accpac Administration. See the section, Error! Reference source not found. in Chapter Configure additional permissions for Windows users who may be updating SageCRM from Sage Accpac ERP, if you are using COM/DCOM connection from Sage Accpac ERP to SageCRM. See the later subsection, Additional User Permissions for COM/DCOM (using Same Machine Setup). In the subsections to follow, you set specific rights for your IIS Anonymous User. It is recommended this user have administrative rights on the SageCRM machine. Directory Access Rights for NTFS The steps in this section must be performed if you are using the NTFS file system. If you are using a different file system (such as FAT32), you can skip to the next section. SageCRM requires the following directory security rights to be set for the Internet Guest Account: SageCRM installation directory requires full access. Sage Accpac ERP Shared Data directory requires full access. Permissions/Rights for the SageCRM Program Files To set access for the SageCRM installation directory, follow these steps: Note: This example assumes that SageCRM is installed in C:\Program Files\Sage\CRM\<CRMInstallName>. If you specified another location during the SageCRM installation, use it in place of \Sage\CRM. 4 8 SageCRM for Sage Accpac ERP

31 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 1. Open Windows Explorer and go to directory C:\Program Files\Sage\CRM\<CRMInstallName>. 2. Right-click on the EWARE.CSS file to display the shortcut menu, and select Properties. 3. Select the Security tab from the SageCRM properties window. 4. Add the Internet Guest User account to the list of user accounts that have rights to this directory: a. Click the Add button, and select the Internet Guest Account (IUSR_<ComputerName>). b. Click OK. 5. Select OK to save the changes and return to the Properties window. 6. From the list of users names, select the Internet Guest Account that you just added, and select the Full Control permission. (Full Control automatically selects all the other permissions, except Special Permissions.) 7. Select Apply to add the changes, and then select OK to exit. Sage Accpac ERP Integration Guide 4 9

32 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 8. Using the same steps mentioned above, set read and write access to the C:\Program Files\Sage\CRM\<CRMInstallName> folder. Permissions/Rights for SageCRM to Connect to Sage Accpac ERP Data The Internet Guest Account also requires permission settings to access the ACCPAC Shared Data folder: 1. Using Windows Explorer, browse to the Sage Accpac ERP Shared Data folder (by default, \Program Files\Sage Software\Sage Accpac). 2. Highlight the folder, right-click to display the shortcut menu, and select Properties. 3. You need to add the Internet Guest Account to the user list just as you added it for the SageCRM program files directory. a. Within the folder properties window, click the Add button, and select the Internet Guest Account ( IUSR_<ComputerName> ). b. Select Add to add this account to the list, and click OK to return to the folder properties window. c. Select the Internet Guest Account from the list of names, and add the Full Control permission. (Full Control automatically selects all the other permissions, except Special Permissions.) 4 10 SageCRM for Sage Accpac ERP

33 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine d. Select Apply to add the changes, and select OK to exit. The directory permissions are now set for SageCRM. At this point, you can start SageCRM, but you will not be able to access the Sage Accpac ERP information. Proceed to the next section to add the required registry rights to allow this. Registry Permissions The Internet Guest Account also requires access to the registry to find the Sage Accpac ERP program settings. 1. From the Start menu, choose Run, enter regedit, and click OK. 2. Within the Registry Editor window, choose HKEY_LOCAL_MACHINE on Local Machine, then highlight HKEY_LOCAL_MACHINE\SOFTWARE (as shown below): Sage Accpac ERP Integration Guide 4 11

34 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 3. On the Registry Editor window, select the Edit menu, then Permissions: 4. Select the Advanced button to open the Advanced Security Settings for SOFTWARE window. 5. Click the Add button, and select the IUSR_<ComputerName> account. 6. Click OK with the IUSR_<ComputerName> name selected to display the Permission Entry for Software window. 7. Turn on the Full Control permission: 4 12 SageCRM for Sage Accpac ERP

35 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 8. Select OK to save your changes and return to the Advanced Security Settings for SOFTWARE window. 9. Select Apply and OK to save your changes and exit. Path Environment Settings You need to ensure that the path statements are set to allow SageCRM to connect to Sage Accpac ERP. The path to the Sage Accpac ERP Runtime directory (with default installation location C:\Program Files\ACCPAC\Runtime) is required. Sage Accpac ERP Integration Guide 4 13

36 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine Note: If SageCRM is installed on a different machine than Sage Accpac ERP, do not perform this step until you have installed Sage Accpac ERP using the Sage Accpac ERP Workstation Setup installation on the SageCRM machine (see the section Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine for more details. To set these path statements: 1. On the desktop, select My Computer, and right-click to display the shortcut menu. 2. Select Properties, select the Advanced tab, and click the Environment Variables button. The Environment Variables window is displayed. 3. From the System Variables panel, select the Path variable and click on the Edit button. Note: It is critical to set the path statement within the System Variables section and not within the User Variables section. By setting it within the System Variables, the path is set for all users, including the Internet Guest Account. 4. Append the Sage Accpac ERP path C:\Program Files\ACCPAC\Runtime to the end of the existing path statement: 4 14 SageCRM for Sage Accpac ERP

37 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine Note: You must consider the following points before you proceed: Use a semicolon ( ; ) to separate the new path from the existing path. The paths shown in this example are the default installation directories. If you installed Sage Accpac ERP in a different directory, you will need to adjust the entries accordingly. 5. Select OK to save your changes to the Path variable, then select OK again to close the Environment Variables window, and, finally, select OK to close the System Properties window. Restart your computer now We recommend that you restart your computer to ensure that all of the new settings take effect. Disable Connection Pooling if you use COM/DCOM You should disable connection pooling if you have set up to use COM/DCOM in any of the following ways: In SageCRM integration setup (that is, in the Administration menu > Sage Accpac Administration > Setup Integration > Accpac Server Name field) In Sage Accpac ERP integration setup (that is, in the SageCRM Synchronization Method field of the Sage Accpac E/W SageCRM Setup form) If you re using DCOM Web Deployment in Sage Accpac ERP (as explained in the Sage Accpac System Manager Administrator Guide). To disable connection pooling: 1. From the Microsoft Start menu, select All Programs > Administrative Tools > Data Sources, then select the Connection Pooling tab. Sage Accpac ERP Integration Guide 4 15

38 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 2. For SQL, double-click the SQL Server driver in the list, then select Don t pool connections to this driver and click OK. 3. Restart the machine. 4. Repeat for SQL Native Client, if this is also listed on the Connection Pooling tab. Additional User Permissions for COM/DCOM (using Same Machine Setup) This section explains how to configure additional permissions for Windows users who access Sage Accpac ERP (or SageCRM) from a workstation or a server. These additional permissions are needed only if you are using the COM/DCOM method of connecting from Sage Accpac ERP to SageCRM. If you are using Web Services, no other settings are needed. See Chapter 5 for information about COM/DCOM or Web Services when choosing integration and notification options. Permission for the MachineKeys Folder Windows users who log in and make edits to customers/vendors in Sage Accpac ERP should be given rights to the MachineKeys folder which, by default, is located in one or both of these directories: C:\Documents and Settings\All Users\Application Data\Microsoft\Crypto\RSA\MachineKeys C:\Documents and Settings\All Users\Application Data\Microsoft\Crypto\DSS\MachineKeys If the MachineKeys folder exists in both directories, set the permission for both of the folders. To set this permission: 1. In Windows Explorer, go to the location of the MachineKeys folder(s). 2. Right-click on the MachineKeys folder, and select Properties. 3. On the Security tab of the MachineKeys Properties window, click Add SageCRM for Sage Accpac ERP

39 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine This opens the Select Users or Groups window. 4. Enter or select your user/group to which you want to give rights, and click OK to close the window. 5. Back at the Security tab: a. Select the user or group you just added or selected. b. Select all permissions. c. Click Apply. Access and Launch Permissions Windows users should also be given both the Access and Launch permissions on the eware.crm DCOM object. If you use default security settings for this object, then ensure users have default Access and Launch permissions. To do this: 1. From the Windows Start menu, select All Programs > Administrative Tools > Component Services > Component Services > Computers. Sage Accpac ERP Integration Guide 4 17

40 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine 2. Click on My Computer to open the following. 3. Click the DCOM Config folder to open the following. 4. In the list of DCOM objects, find the eware.crm object (it will be listed in the form eware.crminstallname; for example, eware.crmq8 as shown in the following): 5. Right-click on this object, select Properties, then click the Security tab. 6. On the Security tab, select the Customize option in Launch and Activation Permissions. Then click the Edit button SageCRM for Sage Accpac ERP

41 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine The Launch Permission window then appears. 7. In the Launch Permission window, click the Add button to open the Select Users, Computers, or Groups window. 8. Select or enter the user or user group you wish to add, and click OK to close the window. 9. Back in the Launch Permission window, select your user or group, and select all rights: 10. Click OK. 11. Follow the same steps as above for Access Permissions: Sage Accpac ERP Integration Guide 4 19

42 Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine Permission to Read the Registry on the SageCRM Server For the E/W SageCRM Setup form in Sage Accpac ERP, the logged-on Windows user needs to be able to read the registry on the SageCRM server. On some operating systems (such as MS Windows XP), the default is that only administrators can read from the registry when logged on remotely. To allow users to read the registry, see the Microsoft Knowledge Base article from the Microsoft web site, for remote registry access details. You can also assign the read registry permission to users as follows: 1. From the Microsoft Start menu, choose Run. 2. In the following dialog box, type Regedit. 3. This opens the Registry Editor window. 4. Go to the following path: HKEYLOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipe Servers\winreg 5. Right-click on winreg, and select Permissions SageCRM for Sage Accpac ERP

43 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine 6. Click Add to add your user or group, and click OK. 7. Select your user from the list, and select the Read option to give them reading permission. 8. Click OK. Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine This section explains how to configure server access if you have installed SageCRM and the Sage Accpac ERP server on different machines. The following is a summary of the steps for setting up SageCRM and Sage Accpac ERP on different machines. It is assumed you have already installed Sage Accpac ERP and SageCRM. 1. Install the Sage Accpac ERP Integration (E/W) Component on the Sage Accpac ERP server but do not set it up yet. For installation details, see Chapter 5, Sage Accpac ERP Integration (E/W) Component. 2. Configure access permissions for the IIS Anonymous Access Account on the SageCRM and Sage Accpac ERP servers. See the later subsection IIS Anonymous Access Account. 3. On the SageCRM machine: a. Install Sage Accpac ERP Workstation. b. Set up the Sage Accpac ERP Integration (E/W) Component. See the later subsection Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server. 4. In SageCRM, set up the Sage Accpac ERP integration, using the Administration menu > Sage Accpac Administration. See the section, Error! Reference source not found. in Chapter Configure additional permissions for Windows users who may be updating SageCRM from Sage Accpac ERP, if you are using COM/DCOM connection from Sage Accpac ERP to SageCRM. See the later section, Additional User Permissions for COM/DCOM (using Different Machines Setup). IIS Anonymous Access Account You need to set the IIS Anonymous Access Account on the SageCRM machine to a domain user account, instead of a local machine user account. Refer to the earlier section Checking the IIS Anonymous Access Sage Accpac ERP Integration Guide 4 21

44 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine Account for directions. You need to use a domain account, for example, domainname\user1, instead of the default machinename\iusr_machinename account. This user should have access to the Sage Accpac ERP programs and data, and the SageCRM programs and data, as described earlier in Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine. It is recommended this user have administrative rights on the SageCRM and Sage Accpac ERP machines. In addition, you will need to change the account under which the SageCRM Application Pool runs, to use the IIS Anonymous Access Account. To do so: 1. On the SageCRM machine, open the Microsoft Start menu, and then choose All Programs > Administrative Tools > Internet Information Server (IIS). 2. Click the server name, and then double-click on the Application Pools folder. 3. In the list under Application Pools, right-click the CRM AppPool entry, and select Stop: 4. Right-click the CRM AppPool entry and select Properties to open the CRM AppPools Properties window, select the Identity tab, and set the following: a. In the Application Pool Identity section, select the Configurable option. b. In the User Name and Password fields, enter the name and password of your IIS Anonymous User SageCRM for Sage Accpac ERP

45 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine c. Click Apply, then click OK to save your settings. 5. In the Application Pools list, right-click on the CRM AppPool again, and click Start. 6. Reset IIS. 7. Make this user a member of the IIS_WPG group (the IIS worker process group), as follows: a. Go to Administrative Tools > Computer Management > Local Users and Groups, and double-click on the Groups Folder. b. Double-click on the IIS_WPG group. c. Click Add to open the Select Users, Computers or Groups window. d. Enter or select your user, then click OK. e. In the IIS_WPG Properties window, click Apply, then click OK. 8. Make sure the IIS_WPG group has sufficient rights on the CRM installation folder (default location is C:\Program Files\Sage\CRM\<CRMInstallname>). Set up Sage Accpac ERP Workstation and Integration on the SageCRM Server For information to flow from Sage Accpac ERP Accounts Receivable Customers to SageCRM, you should: Set up the Sage Accpac ERP workstation (using Workstation Setup with UNC paths) on the SageCRM server. Setting up workstations is described in the System Manager Administrator Guide. Sage Accpac ERP Integration Guide 4 23

46 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine Set up the Sage Accpac ERP Integration (E/W) Component, first on the SageCRM server and then on the ERP server, as described in Chapter 5. Note: You should reset IIS on the SageCRM server after you have set up the options in the E/W SageCRM Setup form, and run the E/W Workstation Setup utility. When you run the E/W Workstation Setup utility on the SageCRM machine, it will ask to install the SageCRM Synchronization Component if it s not yet installed. Select to install this component if you are planning to use Web Services connection from Sage Accpac ERP to SageCRM. You can find instructions for installing the integration component, and selecting the Web Services connection, in Chapter 5, Sage Accpac ERP Integration (E/W) Component. Additional User Permissions for COM/DCOM (using Different Machines Setup) This section applies only if using COM/DCOM Connection to update information from Sage Accpac ERP to SageCRM. (If using Web Services connection, no extra permissions are needed.) This section applies to Windows users who may login and make updates from Sage Accpac ERP to SageCRM; for example, from a Sage Accpac ERP workstation. For COM/DCOM connection setup, Windows users should have the same permissions as set in the section Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine. In addition the following may be needed: Rights for the MachineKeys folder on the SageCRM machine should be given to the user. See the section Additional User Permissions for COM/DCOM (using Same Machine Setup) for details. Depending on your setup, you may need to add Remote Launch and Remote Activation rights for the default DCOM settings. To do this, follow these steps, on the SageCRM machine: a. From the Microsoft Start menu, choose All Programs > Administrative Tools > Component Services > Component Services > Computers. b. Right-click on My Computer, and select Properties. c. Select the COM Security tab SageCRM for Sage Accpac ERP

47 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine d. In the Launch and Activation Permissions area, click Edit Limits to open the Launch Permission window. e. If your user (or the group to which it belongs) is not listed, click the Add button to add it. f. In the Select Users, Computers or Groups window, enter or select your user, and click OK to close the window. g. Back in the Launch Permission window, select your user, and make sure that all 4 permissions are selected (Local Launch, Local Activation, Remote Launch and Remote Activation): h. Click OK to close the window. i. On the My Computer Properties window, click Apply. j. Restart your machine. Sage Accpac ERP Integration Guide 4 25

48 Setting up SageCRM to Connect to Sage Accpac ERP on a Different Machine As an alternative to setting the rights described in steps (a) to (j) above, you can add the Windows user to the machine s Distributed COM Users group as follows: a. Go to Administrative Tools > Computer Management > Local Users and Groups, and select the Groups folder. b. In the list on the right, double-click on the Distributed COM Users group. c. In the Distributed COM Users Properties window, click Add to open the Select Users, Computers or Groups window. Enter or select your user, then click OK, and click OK on the Distributed COM Users Properties window. Other Settings Disable Connection Pooling. See the earlier section on page 4-15 in Setting up SageCRM to Connect to Sage Accpac ERP on the Same Machine for details on when and how to do this. This should be disabled on the Sage Accpac ERP server. After rebooting both machines, you may need to rerun Synchronize Tables in SageCRM (Chapter 6 provides instructions on how to synchronize tables). If you are using.net in the connection from SageCRM to Sage Accpac, you will need to download the Sage Accpac web components on the SageCRM server. To do so, you need to run Sage Accpac ERP Web Deployment using.net remoting. See the Sage Accpac System Administrator Guide for details. Then you need to run Sage Accpac ERP in browser mode (as a web client) on the SageCRM server, up to signing on to your company. This will download the Sage Accpac.NET components. If you are using.net web deployment in Sage Accpac ERP (described in the System Manager Administrator Guide), you will need to run it 4 26 SageCRM for Sage Accpac ERP

49 Running SageCRM integrated with Sage Accpac ERP on Windows 2008 under an account which has which has sufficient rights on both the Sage Accpac ERP and SageCRM machines (for example a domain user account). You can set this account in Administrative Tools > Services > Sage Accpac.NET Remoting Service, on the Logon tab. Running SageCRM integrated with Sage Accpac ERP on Windows 2008 The following sections deal with issues you may encounter if running SageCRM integrated with Sage Accpac ERP on a Windows 2008 machine. Please note that the settings outlined in the previous sections on configuring servers and server access permissions still apply to windows Before you install on Windows 2008 with IIS 7, ensure the following: Once you have installed IIS as a Server Role, make sure the following Role Services are added to the CRM machine, in addition to any outlined in the SageCRM Technical Specification or System Administrator Guide: Windows Authentication Management Console IIS 6 Management Compatibility Application Development (to make sure ASP and ISAPI Extensions are installed) To do so, go to Administrative Tools > Server Manager > Roles > Web Server (IIS) and right-click and select Add Role Services. In the list which appears, check the above options. Restart IIS when finished. Also in IIS, make sure Parent Paths are enabled. To do so: 1. Go to IIS (under Roles in Server Manager), then Web Server (IIS) then Internet Information Server (IIS) Manager. 2. Under Connections, go to your current server name. 3. In the 3rd pane on the right appears a list of features, including ASP. Right-click on ASP and select Open Feature. In the window which opens, set Enable Parent Paths to True, and click Apply. 4. Be sure to restart IIS afterwards. To set the IIS Impersonated User with IIS 7: 1. Open IIS. Sage Accpac ERP Integration Guide 4 27

50 Running SageCRM integrated with Sage Accpac ERP on Windows In the left-side pane, browse to you server name, then the Sites folder, then the Default Web Site. 3. Right-click on the CRM site, and select Manage Application > Advanced Settings 4. In the Advanced Settings window that opens, click on the browse button ( ) beside the Physical Path Credentials field, and select the Specific User radio button. Click the Set button and enter the name of the user that should be impersonated by CRM. 5. Restart IIS. If you are running CRM and Accpac on separate Windows 2008 machines, you should run Sage Accpac Workstation Setup on the CRM machine logged in as the administrator. If you need to open Sage Accpac in the browser in order to download the.net components, you should run Internet Explorer as administrator (go to Start > Programs > All Programs. Right-click on Internet Explorer, and select Run As Administrator). Run regacc in order to register the Sage Accpac UIs on the Accpac machine and also on the CRM machine (which has Sage Accpac Workstation Setup on it). To do so, go to Start > Run > and enter regacc. Make sure you are logged in as the local administrator. You may need to repeat if you are logged in as a different user and the Accpac desktop won t open properly. If you are using.net, you need to run the Sage Accpac.NET remoting service under the local administrator account, even if you have run the Web Deployment Wizard to run Sage Accpac using a different account (for example, a domain account). To do so, Select Windows Start > All Programs > Administrative Tools > Services. select the Sage Accpac.NET Remoting Service, and double-click to open the service's property dialog. Click Stop to stop the service. On the Log On tab, under Log on as:, select This account, and then enter the name and password of the local administrator. Click OK to save your settings. To re-start the service, right-click the Sage Accpac.NET Remoting Service, and select Start from the righ-click menu. If you need to run CRM on the windows 2008 machine while logged in to Windows as a user who is not the local administrator, and you wish to open the Sage Accpac ERP UIs from within CRM on this machine, you may need to do one or all of the following, depending on your security settings. 1. Set a4wsignonmgr to run as administrator (to do so, go to the \Sage Accpac ERP\Runtime folder and right-click on a4wsignonmgr.exe. On the Compatibility tab, select the Run as Administrator checkbox. 2. Restart the machine SageCRM for Sage Accpac ERP

51 Now you can 3. Run Internet Explorer as Administrator (to do so, select Start > All Programs > Internet Explorer, and right-click Properties, then select the Run As Administrator checkbox). 4. If a control will not open, ensure it has not been previously disabled. To do so, go to Internet Explorer > Tools > Manage Add- Ons, and enable any ecrm*.* or Accpac*.* UI controls which are marked as disabled. For 64 bit, make sure IIS is running both CRM and Accpac as 32 bit applications. Please see the CRM System Administrator Guide and the Sage Accpac ERP 5.6 Readme for more information on how to do so. Also, make sure that the CRM Application Pool and the Accpac application pool (Accpac uses the default application pool by default) are running in Classic pipeline mode. If you need to install Microsoft.NET Framework 1.1 as part of the Synchronization Component install, you may get a Windows compatibility warning. Continue with the.net installation anyway. In addition, we recommend you install the latest service pack for.net 1.1. Now you can Explain how server resources are accessed through a web browser. Explain how to work with IIS. Configure server access on the SageCRM and Sage Accpac ERP servers if they are installed on the same machine. Configure server access if you have installed the SageCRM server on a different machine than the Sage Accpac ERP server. Sage Accpac ERP Integration Guide 4 29

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53 Chapter 5 Sage Accpac ERP Integration (E/W) Component In this chapter you will learn about the Sage Accpac ERP Integration Component. The Sage Accpac ERP Integration Component, also known as the E/W component, must be installed to Sage Accpac ERP so it can integrate with SageCRM. The E/W component establishes a seamless link between your Sage Accpac ERP accounting system and SageCRM. The E/W component enables updates to go from Sage Accpac ERP to SageCRM. The E/W component differs from the integration component for SageCRM that was discussed in Chapter 3, which enables updates to go from SageCRM to Sage Accpac ERP. You should have already installed the integration component for SageCRM when you installed SageCRM for Sage Accpac, as outlined in Chapter 3. Overview of Steps To set up the Sage Accpac ERP integration (E/W) component, follow these steps. The rest of this chapter describes each step in more detail. 1. Install the E/W integration component on the server where Sage Accpac ERP is installed, and also on any workstations which have Sage Accpac accounting programs installed. 2. Activate the Sage Accpac ERP integration component. This will enable the following icons under the SageCRM folder on the Sage Accpac ERP company desktop: SageCRM Setup Workstation Setup Error Log 3. Open the SageCRM Setup form and choose the integration and notification options for your system. Sage Accpac ERP Integration Guide 5 1

54 Installing the E/W Component 4. Run the Workstation Setup utility on any Sage Accpac ERP desktop workstation (whether Sage Accpac programs are installed locally or running from the server) that you wish to integrate with SageCRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only. Once you have chosen the appropriate options and completed these setup steps, changes made to customers, customer ship-to addresses, vendors, and vendor remit-to addresses, are reflected automatically in SageCRM. Installing the E/W Component Follow these installation steps: 1. Run the SETUP.EXE from the Sage installation disc or from the location where you copied and saved the install. The main installation screen appears. 2. Select the Install Sage Accounting Integration option. 3. On the next screen, based on the version of Sage Accpac ERP being integrated, select Install Sage Accpac ERP 5.6 Server Integration Components or Sage Accpac ERP 5.5 Integration. Note that the following steps refer to the Sage Accpac ERP 5.6 Integration installation. The steps are similar when installing the Sage Accpac ERP 5.5 Integration. 4. When the Welcome dialog box is displayed, select Next to continue. 5. Review the License Agreement carefully. If you accept all of its terms, select Yes; otherwise, select No to end the installation. 6. The Choose Destination Location dialog box is displayed. The destination folder (installation directory) defaults to the location of your Sage Accpac ERP system files. You should install the integration component to the same location where your Sage Accpac ERP is installed. Select Next to continue. 7. The Select Features dialog box is displayed. All features are selected by default. Accept the default and select Next. 8. The Select Program Folder dialog box is displayed. You can accept the displayed program folder name or choose a different folder name, then select Next to start copying files. 5 2 SageCRM for Sage Accpac ERP

55 Installing the E/W Component The copy status bar informs you that program files are being copied to your computer. When the copying process ends, the Installation Complete dialog box appears. Install the Synchronization Component 9. If the SageCRM synchronization component is not installed, a dialog box asks if you want to install it. Select Yes. This component is required if you plan to use the Web Services synchronization method described later in Choose Integration and Notification Options. The following dialog box appears. Click OK. 10. At the following dialog box, click Next. 11. To continue, accept the license agreement, and click Next. 12. At the Select Installation Folder dialog box: a. Accept the default location or click Browse to choose a location. b. Choose the option to install the synchronization component for Everyone. c. Click Next. Sage Accpac ERP Integration Guide 5 3

56 Installing the E/W Component 13. The following dialog box appears. To start the installation, click Next. 14. When the installation completes, a message will inform you. Close the dialog box. 5 4 SageCRM for Sage Accpac ERP

57 Activating SageCRM Integration within Sage Accpac ERP 15. Proceed to the next section to activate the Sage Accpac Integration Component within your Sage Accpac ERP accounting system. Activating SageCRM Integration within Sage Accpac ERP After you install the Sage Accpac ERP Integration Component, you must activate it, as follows. 1. Start Sage Accpac ERP from your workstation. 2. Log on as the ADMIN user in your company database. If security is activated in Sage Accpac, you need to enter the password for the ADMIN user. 3. Choose Data Activation from Administrative Services. 4. From the Applications list, select the appropriate version of SageCRM Integration, and choose Activate. This opens the SageCRM Integration Activation dialog box. 5. In the SageCRM Installation Name field, enter the name of your SageCRM installation. 6. Click Proceed to complete the activation. To cancel the activation, click Close on the Activation window. Once activation is finished, and you close the Data Activation window, the SageCRM folder is displayed on the Sage Accpac desktop. Sage Accpac ERP Integration Guide 5 5

58 Choose Integration and Notification Options Choose Integration and Notification Options This form lets you choose several options for running SageCRM with Sage Accpac ERP. You must use this form to choose setup options when you first set up SageCRM. Once you have set up SageCRM Integration, use this form when you want to change your selections. To use the SageCRM Setup form: 1. Select the SageCRM folder and choose SageCRM Setup. The E/W SageCRM Setup form appears. 2. Review and select the following connection options on the Setup form: Suspend All Integration to SageCRM. Choose this option if you do not want any changes in Sage Accpac ERP to be reflected automatically in SageCRM. Suspend A/R Integration to SageCRM or Suspend A/P Integration to SageCRM. Choose if you do not want changes in Accounts Receivable or Accounts Payable to be reflected automatically in SageCRM. Suspend A/R Ship-To Addresses Integration to SageCRM or Suspend A/P Remit-To Addresses Integration to SageCRM. Choose if you do not want changes to these addresses in Accounts Receivable or Accounts Payable to be reflected automatically in SageCRM. (Note that after an installation, these two options are selected, by default.) SageCRM Installation Name. Ensure that the SageCRM installation is correct (the default is CRM). If you change this field, and you use Web Services as the synchronization method, be sure to change the Web Services URL field as well (either click the SageCRM Web Services URL button or type in the URL field directly). Logon User. The default is CRM. The CRM user account is created automatically within SageCRM to allow Sage Accpac ERP to connect to it. Accept this default user. Password. To add security to this connection, enter a password. Note: If you change the password for the Logon user, you also need to change the password for this user within SageCRM. 5 6 SageCRM for Sage Accpac ERP

59 Choose Integration and Notification Options SageCRM Server Name. This should default to your computer s machine name. If SageCRM is installed on a different machine, enter the name of the SageCRM server. If you change this field, and you use Web Services as the synchronization method, be sure to change the Web Services URL field as well (either click the SageCRM Web Services URL button or type in the URL field directly). SageCRM Synchronization Method. Choose how you want Sage Accpac ERP to communicate with SageCRM. You can choose COM/DCOM or Web Services. COM/DCOM requires more permission settings than Web Services. See Chapter 4 of this guide for setup instructions. Class ID or Web Services URL. Depending on your synchronization method, you will see the class ID here, or a default Web Services URL. The Class ID is not editable and should resolve itself when you click Save. The SageCRM server name and Class ID are both used by the DCOM (Distributed Common Object Model) connection from Sage Accpac ERP to SageCRM. The Web Services URL field consists of the SageCRM Server Name field, the SageCRM Installation Name field, and program defaults. For example: where 605DEV05 is the server name, and CRM09 is the installation name. The adjacent SageCRM Web Services URL button updates the Server Name and Installation Name portions of the URL. If you make changes to the SageCRM Server Name field or the SageCRM Installation Name field, you should click the SageCRM Web Services URL button to automatically update the corresponding portions of the URL field. Alternatively, you can simply type over the existing value in the URL field. The server name and installation name used in the URL must be the same as the value in the SageCRM Server Name field and the SageCRM Installation Name field. 3. Review the notification options at the bottom of the Setup window. Acknowledge operations. By default, whenever a customer or vendor record is edited and saved in Sage Accpac ERP, a notification window is displayed to inform the user that the update to SageCRM was successful. Uncheck this option if you do not want to receive notification messages. Display errors. By default, the integration component alerts the user to any problems that occur when the program tries to update a Sage Accpac ERP Integration Guide 5 7

60 Setting up Sage Accpac ERP Workstations customer or vendor in SageCRM. You can turn this option off and view the error log to review any problems. Log errors. This option allows the administrator to turn on or off the logging of errors received by the integration component. 4. Click Save to complete the setup process, and then click Close to exit. Setting up Sage Accpac ERP Workstations You need to run the Workstation Setup utility on any Sage Accpac ERP desktop workstation (whether Sage Accpac programs are installed locally or running from the server) that you wish to integrate with SageCRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only. To run workstation setup: 1. Start Sage Accpac ERP on the workstation you want to set up. 2. Select the SageCRM folder, and choose Workstation Setup. 3. The SageCRM synchronization component is required if you have chosen the Web Services synchronization method. If it has not yet been installed, a message will appear: Click Yes to install it. Follow the instructions provided by the setup wizard. For detailed instructions, see the steps describing synchronization component installation in the earlier section Installing the E/W Component, in this chapter. 4. The program also displays a message that informs you if the workstation is currently set up to communicate with SageCRM: This does not necessarily mean that the communication connection between SageCRM and Sage Accpac ERP is successful. You can test the connection, as instructed in a later step. 5 8 SageCRM for Sage Accpac ERP

61 Now you can 5. Click Close, and the following window appears: If you use Web Services, the Web Services URL displays. If you use COM/DCOM, the Class ID displays. 6. To test the connection, click the Test button. 7. Click Close to exit. Note: If you move SageCRM to another installation location or to a different server, you must rerun the SageCRM Setup program and the SageCRM Workstation Setup utility. Now you can Install the Sage Accpac ERP integration component. Activate SageCRM within Sage Accpac ERP. Set up Sage Accpac ERP workstations. Explain notification options. Sage Accpac ERP Integration Guide 5 9

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63 Chapter 6 Using SageCRM for Sage Accpac In this chapter you will learn about: Starting SageCRM for Sage Accpac. Performing Sage Accpac Administration tasks. Working with Sage Accpac ERP via SageCRM. Working with SageCRM for Sage Accpac Once SageCRM is integrated with Sage Accpac ERP, tabs will be available for you to view or edit Sage Accpac ERP information. The tabs are summarized below, and are described in the rest of this guide. Note: The integration tabs, and customer and vendor and vendor information is only available if the integration link has been set up and the information from Accpac has been imported. Sage Accpac ERP Integration The Sage Accpac ERP Integration Component also known as the E/W component establishes a seamless link between Sage Accpac ERP and SageCRM. This link enables updates to move between Sage Accpac ERP and SageCRM. Note: The E/W component is different from the integration component for SageCRM which should already have been installed. Overview The following company tabs display in addition to the standard tabs when SageCRM is successfully integrated with Sage Accpac: Promote to Accpac A/P Inquiry / A/R Inquiry Vendor Statistics / Customer Statistics Sage Accpac ERP Integration Guide 6 1

64 Overview Optional Fields P/O Inquiry / O/E Inquiry P/M Inquiry R/A Inquiry Sage Accpac Quote (viewed from within an opportunity) These tabs are specific to a SageCRM system with Accpac ERP integration and appear only if the particular company is also a customer or vendor in Sage Accpac ERP. The following table gives a brief overview of each tab and its function. Promote To Accpac A/R Inquiry (Customers) The Promote To Accpac tab shows Sage Accpac ERP details about an existing customer or vendor. You can also convert a company that is only in the SageCRM database to a customer or to a vendor from this tab. The A/R Inquiry tab provides access to a list of posted or unposted Accounts Receivable documents for the selected company. These documents come from Sage Accpac ERP. You can also view a document s details, open a document for editing, create a new document, and display a list of applied transactions for a selected document. This tab appears only for companies with a Sage Accpac Customer Number. A/P Inquiry (Vendors) Aging and Statistics: (Customers and Vendors) Like A/R Inquiry, the A/P Inquiry tab provides access to a list of posted or unposted Accounts Payable documents for the selected company. You can also open an unposted document for editing, and create a new vendor document in Sage Accpac ERP. The Customer (or Vendor) Statistics tab appears for both customer and vendor records. You can view the following information from this tab: Credit information. Aging information for outstanding amounts. Totals for all documents posted to customer or vendor accounts. Dates and amounts of the last documents posted to customer or vendor accounts. The tab also displays any specialized information. For example, for a national account customer, the tab also displays national account information. Optional Fields The Optional Fields tab displays the optional fields that are defined in Sage Accpac ERP for the customer or vendor, and lets you edit the optional fields. 6 2 SageCRM for Sage Accpac ERP

65 Overview O/E & P/O Inquiry (Customers & Vendors) On the O/E Inquiry tab, the following menu items are available: Lists of orders (active, standing, future, quotes) Credit/debit notes All Shipments Pending Shipments Sales History. Customer Price List Serial & Lot Number Sales History On the P/O Inquiry tab the following menu items are available: Lists of orders (active, standing, future, quotes) Credit/Debit Notes All Receipts Pending Receipts Purchase History. Vendor Contract Costs Requisitions Returns Serial & Lot Number Purchase History Use these tabs to view a document s details, open a document for editing, or create a new O/E or P/O document. P/M Inquiry (Customers & Vendors) If you use Sage Accpac Project and Job Costing, the P/M Inquiry tab provides a menu that: For customers: provides access to lists of contracts of varying statuses (for example, open, inactive, completed), contract estimates, and contract transaction history. You can also create a contract. You can also Drill Down to individual projects and transactions within a contract. For vendors: provides access to transaction history. Sage Accpac ERP Integration Guide 6 3

66 Overview R/A Inquiry If you use Sage Accpac Return Material Authorization (RMA), the R/A Inquiry tab provides a menu allowing access to lists of active, completed, or all return authorizations. On the R/A Inquiry tab for a customer, you can also create a return authorization. The R/A Inquiry tab for a vendor displays only those return authorizations with which the vendor has been associated. 6 4 SageCRM for Sage Accpac ERP

67 Log on to SageCRM Log on to SageCRM Start SageCRM: If you are on the SageCRM server, click Start > Programs > SageCRM > CRM. Otherwise, start SageCRM as follows. 1. Start Microsoft Internet Explorer and type the URL address for the installation. The URL address depends on your computer name and install directory. For example, if your computer s name is ACCPAC, and you installed SageCRM with the default installation name of CRM, type the following into your Web browser: The Log On dialog box appears. 2. Type admin in the User Name field, and leave the Password field blank. 3. Click Log On. SageCRM displays the splash screen, or the My CRM work area. Viewing Company Tabs in SageCRM To view the additional tabs in the Company view, follow these steps: 1. Log on to SageCRM 2. On the left sidebar, click Find. The Find tab displays. 3. In the Find list, select Company. Note: Select Vendor or Customer from the Type list to see results that list only the vendor(s) or customer(s). Otherwise, a list of all companies will display with both vendors and companies together. You can further narrow your search by entering the Accpac Database ID, or an Accpac Customer or Vendor Number. 4. On the right sidebar, click Find. 5. Choose the company you want to view from the alphabetized list. Sage Accpac ERP Integration Guide 6 5

68 Viewing Company Tabs in SageCRM The Company Summary page displays and the Company (or Vendor) tabs are available. NOTE: Changes made the following fields on the Company Summary page in SageCRM are reflected in Accpac when you click Save: Tax Group Group Code Description Website Terms Code Address Fields Business Phone, Fax and fields Contact Information Hints and Tips Customize grids Specify the number of rows displayed in the grid of any integrated screen; for example, the number of rows displayed on a page of A/R unposted invoices. Customize grids: 1. From the SageCRM Main Menu, select My CRM. 2. Click the Preferences tab. 3. In the Grid Size box, choose the number of rows to display. Note: To have access to My CRM, your User ID must be set up in the Users function to access My CRM Lists. Customer information Click the Customer Number hyperlink at the top right of the screen to open the Sage Accpac A/R Customer form. If displaying a vendor, you can click the Accpac Vendor Number hyperlink. Note: You can edit customer information from the Accpac Customer form and your edits will be updated in CRM. 6 6 SageCRM for Sage Accpac ERP

69 Viewing Company Tabs in SageCRM Viewing and Modifying O/E and P/O Transactions You can view and modify Order Entry documents within the context of a customer, from the O/E Inquiry tab. Similarly, within the context of a vendor, you can also view and modify Purchase Order documents from the P/O Inquiry tab. These tabs are displayed only for companies with a Sage Accpac customer/vendor number. To select and view a company (customer or vendor): On the Main Menu, click Find. 1. In the Find list, select Company. 2. On the right sidebar, click Find. A list of companies matching your search criteria is displayed. 6. On the right sidebar, click Find. 7. Select the company you want to view from the alphabetized list. 8. Click the O/E Inquiry tab (for customers) or the P/O Inquiry tab (for vendors) for a list of the information you can view. From this menu, you can: Create a new sales (or purchase) order. This option launches the Sage Accpac ERP Order Entry form, providing full access to functions such as item lookup, pricing templates, available inventory, printing, posting, and so on. Choose to list the customer s orders, shipments, credit/debit notes, pending shipments, or a history of items sold to the customer. Note: The following subsections describe how to use the features on the O/E Inquiry tab (for customers). These procedures are the same for the features on the P/O Inquiry tab (for vendors) unless otherwise noted. Create a New Sales Order (or Purchase Order) 1. On the O/E Inquiry tab, select New Order.(select P/O Inquiry > New Purchase Order for a vendor). The SageCRM Order Entry (or Purchase Order Entry for vendors) screen displays. 2. Complete the form. 3. Click Post. Tip: You can create new orders, shipments, and invoices from the Drill Down screens for each of these transactions. For example, you can create Sage Accpac ERP Integration Guide 6 7

70 Viewing Company Tabs in SageCRM a new shipment from the order Drill Down, or a new invoice from the shipment Drill Down. View, Modify, or Create Order Entry Transactions This section describes the All Orders option on a customer s O/E Inquiry tab. The procedures for the All Purchase Orders option on a vendor s P/O Inquiry tab are similar. However, you would be able to view, modify or create vendor purchase orders, receipts or invoices instead of customer orders, shipments or invoices. 23. On the O/E Inquiry tab, select All Orders (select All Purchase Orders for a vendor). A list of orders for the current customer (or vendor) is displayed. Use the following features on this screen: Filter: Refine the list of orders displayed. For example: To include completed documents in the list, select the Include Completed Transactions. Choose the type of orders to display, or choose to display all orders. You can choose to display only the orders that fall within the range of order dates or expected shipment dates that you specify. Create a new order from the transactions page: 1. Click New on the right sidebar. 2. The Sage Accpac O/E (or P/O) Order Entry form opens. 3. Complete the form. 4. Click Add. Order Number: To edit or view an order in the list, select its Order Number hyperlink. This opens the Sage Accpac O/E Order Entry form in another window. 6 8 SageCRM for Sage Accpac ERP

71 Viewing Company Tabs in SageCRM Drill Down: To view an order in more detail, select its Drill Down button. This opens the Order Detail form. The Order Detail form consists of these sections: The Order Information section shows you the order header information, such as order total, order date, and so on. The Order Details section (line items) appears below the order header. Sage Accpac ERP Integration Guide 6 9

72 Viewing Company Tabs in SageCRM The Shipments section (if any) shows all of the shipping information for the order. Note: On a vendor s Purchase Order Detail form, a Receipts section, if any, would display instead of a Shipments section. On the Order Detail form, you can do the following: 1. To display a window with ship-to and bill-to address information, click the Shipping & Billing Addresses button. 2. To create a new shipment record, click the New Shipment button. This opens the Sage Accpac O/E Shipment Entry form in another window. or 3. To edit or view the order, click the Edit button or the Order Number hyperlink in the Order Information (header) section of the Order Detail form. This opens the Sage Accpac O/E Order Entry form in another window. 4. Click Sales Split in the right sidebar to display the sales persons and their sales split percentages for the transaction. 5. Click the Optional Fields hyperlink (where available) on the order header to view the optional fields associated with the order. You cannot edit the fields. Click any active hyperlink in Optional Fields column of the Order Detail form to view the optional fields for the order detail line SageCRM for Sage Accpac ERP

73 Viewing Company Tabs in SageCRM 6. To view more details about a location listed on the Order Detail form, select a hyperlink in the Location column, to open the following: 7. Click any active hyperlink in the Item column of the Order Detail form to open the Item Detail form. This form shows general information about the item, as well as its details at each inventory location. 8. To view detailed information regarding serial and lot numbers, click the hyperlink on the detail line (where available). This displays serial and lot information for the detail line. Note: An asterisk (*) indicates the location (or bill of materials or kit) associated with the item. For example, if viewing a customer s sales order, then an asterisk indicates the location from where the item is shipped. Open the Item Detail form by clicking the Item Number hyperlink. In the top section of the Item Detail form, you can click links to more detailed information such as: Alternate Item Number (if the order has one). If you click this link, the alternate item number value will move to the Item Number field and the form displays information about the alternate item number. Optional Fields, This link displays more details about the item s optional fields. Sage Accpac ERP Integration Guide 6 11

74 Viewing Company Tabs in SageCRM In the lower section of the Item Detail form, you can click any of the hyperlinks to view details of the item at a specific location, such as: (Location) Name. This link displays more information about a location, such as its address and contact information. Quantity on S/O, if not zero. This column shows the total quantity of the item that s entered on all sales orders for the selected location. If you click a link in this column, then you can view a list of all the sales orders that contain the item at that location: Quantity on P/O, if not zero. This column shows the total quantity of the item that s entered on all purchase orders for the selected location. If you click a link in this column, then you can view a list of all the purchase orders that contain the item at that location: You can click any of the hyperlinks to obtain more details. For customers: Shipment details 9. If the Order Detail form you are viewing contains a Shipment section, you can: Select the Shipment Number hyperlink to view the shipment details as entered in the Sage Accpac O/E Shipment Entry form. Select the Drill Down button to a view a shipment s details. The Shipment Detail form is displayed. The Shipment Information section shows you the shipment s header information. The Shipment Details (line items) section appears below the shipment header. The Invoices section shows all of the Order Entry invoices generated from the shipment SageCRM for Sage Accpac ERP

75 Viewing Company Tabs in SageCRM In the Shipment Information (header) section of the form, you can: Click the Shipping & Billing Addresses button to view the addresses. Click the Edit button, or the Shipment Number hyperlink, to view or edit the details in the Sage Accpac O/E Shipment Entry form. You can edit the shipment details only if the shipment is not yet completed. Click the New Invoice button to open the Sage Accpac O/E Invoice Entry form. You can create an invoice only if the shipment is not yet completed. Click the Customer Number hyperlink to view or edit the customer details in the Sage Accpac A/R Customers form. Click the Optional Fields hyperlink (in the header section of the form) to view the shipment s optional fields. In the Shipment Details section, you can: Select an Item hyperlink to open the Item Detail form, which was described earlier. Select a Location hyperlink to open the Location Information form, which was described earlier. Select an Order Number hyperlink to view the order details in the Sage Accpac O/E Order Entry form. Click the Serial or Lot Numbers hyperlink (where available) to view detailed information about serial or lot numbers for the transaction. Sage Accpac ERP Integration Guide 6 13

76 Viewing Company Tabs in SageCRM In the Invoices section you can: Select an Invoice Number hyperlink to view the invoice details in the Sage Accpac O/E Invoice Entry form. Select the Drill Down button to view an invoice s details. The Invoice Detail form appears. Invoice Information shows you the Order Entry invoice header information. The line items appear below the invoice header. Click Shipping & Billing Addresses in the right sidebar to view the addresses. Click Edit in the right sidebar or the Invoice Number hyperlink to view or edit the invoice. This opens the Sage Accpac O/E Invoice Entry form. Click any hyperlink to view more information. For example, in the Invoice Information (header) section, you can click the Location hyperlink to view location information. In the Invoice Details grid, you can click the following hyperlinks (where available): Item, Location, Shipment Number (opens the Sage Accpac O/E Shipment Entry form), and Optional Fields. Click the Serial or Lot Numbers hyperlinks (where available) to view detailed information about serial and lot numbers for the transaction SageCRM for Sage Accpac ERP

77 Viewing Company Tabs in SageCRM For vendors: Receipt details 10. If you are viewing a vendor s Purchase Order Detail form, you can drill down to the Receipt Detail form (instead of the Shipment Detail form), by selecting the Receipt Number hyperlink. The Receipt Detail form looks similar to the Shipment Detail form, with a header information section, item list, and invoices. 11. You can also drill down to any invoices for the receipt from the Receipt Information screen. 12. Create a new receipt from the Purchase Order information screen or a new invoice from the Receipt Information screen. Click Edit in the right sidebar or the Receipt Number hyperlink to edit the receipt. Click the Serial or Lot Numbers hyperlinks (where available) to view detailed information about serial and lot numbers for the transaction. Click any hyperlink on the form to view or edit information. View Credit/Debit Notes 1. Select the customer s O/E Inquiry tab (or vendor s P/O Inquiry tab). 2. Select the Credit/Debit Note option. A list of credit/debit notes appears, if any. Sage Accpac ERP Integration Guide 6 15

78 Viewing Company Tabs in SageCRM 3. To refine your list of orders displayed, you can choose to display only the orders that fall within the range of dates that you specify. 4. To create a credit or debit note, click New in the right sidebar. 5. To view or edit the credit or debit note, click the Credit/Debit Note Number hyperlink. This opens the Sage Accpac Credit/Debit Note Entry form. 6. Click the Drill Down icon to view a summary of the credit or debit note. You can use the following features on this screen. Click Edit or the Credit/Debit hyperlink to view or edit the credit or debit note. This opens the Sage Accpac O/E Credit/Debit Note Entry form. Click any active hyperlink to view more details. For example, in the header section of the form, you can click the Optional Fields hyperlink (where available), to view optional fields for the overall credit/debit note. To view optional fields for the credit/debit detail line, click any Yes hyperlink in the Optional Fields column. In the detail section of the form, you can click the Item or Location hyperlink. View All Shipments (O/E) or All Receipts (P/O) This section describes the forms and procedures for the O/E All Shipments option of the O/E Inquiry menu. You can view all shipments, including those which do not have a corresponding order SageCRM for Sage Accpac ERP

79 Viewing Company Tabs in SageCRM The forms and procedures for P/O All Receipts are similar to O/E. To view all receipts, click All Receipts on the P/O Inquiry menu. To view O/E All Shipments 1. From the O/E Inquiry menu, click All Shipments (All Receipts for vendors). A list of all shipments (or receipts) is displayed. Use the following features on this screen: Filter. Enter search criteria into the Filter tab to see specific shipments. Click Filter in the right sidebar. Shipment Number. Click the Shipment Number hyperlink to view details about the shipment number. Drill Down. Click the drill down icon to view detailed information for the shipment (or receipt). The Shipment Detail form opens. Click any hyperlink in the Drill Down form to view more detailed information about the shipment (or receipt). You can also create or view any invoices for each shipment from the shipment drill down. View O/E Pending Shipments (or P/O Pending Receipts) This section describes the forms and procedures for the O/E Pending Shipments option of the O/E Inquiry menu. You can also view O/E Orders with pending shipments (or P/O s with Pending receipts. (The forms and procedures for P/O Pending Receipts are similar to those described for O/E Pending Shipments, although different fields and hyperlinks will be displayed. To view pending receipts, you select Pending Receipts on the P/O Inquiry menu.) Sage Accpac ERP Integration Guide 6 17

80 Viewing Company Tabs in SageCRM To view O/E Pending Shipments: From the O/E Inquiry menu, click Pending Shipments. A list of pending shipments for the current customer is displayed. You can use the following features on this screen: Filter. To refine your list of displayed pending shipments, enter search criteria and click Filter in the right sidebar.. For instance: You can choose to display only the pending shipments that fall within the range of expected shipment dates, item numbers, or locations that you specify. Note: Filtering is done on a per detail line basis. For example, an order will be displayed in the list if one of its detail lines has an expected shipment date that falls within the specified expected shipment date range. In the Order Type field, you can choose the type of orders to display, or choose to display all orders. Order Number. To edit an order in the list, select its Order Number hyperlink. This opens the Sage Accpac Order Entry form in another window. Drill Down. To view an order in more detail, select the Drill Down button for the order. This opens the Order Detail form SageCRM for Sage Accpac ERP

81 Viewing Company Tabs in SageCRM Click any active hyperlink to view more details. For example: Click the Optional Fields hyperlink (where available), to view optional fields for the overall order. You can also click the Order Number hyperlink and Customer hyperlink to view information on the Sage Accpac ERP forms. To display more information about an item or the location, click the hyperlink in the Item column or the Location column. In the On Purchase Order column, you can click any Yes hyperlink to view all the purchase orders that contain the item. View Item Sales (or Purchase) History 1. Select the O/E Inquiry tab (for customers) or the P/O Inquiry tab (for vendors). 2. Select the Sales History option (or Purchase History on the P/O Inquiry tab). 3. Enter Filter criteria to retrieve the Item Sales (or Purchase History) you want to see, and click Filter in the right sidebar. If found, a history of items sold (or purchased, if P/O Inquiry) appears below the Filter section. Sage Accpac ERP Integration Guide 6 19

82 Viewing Company Tabs in SageCRM 4. Click any active hyperlink to view more details. For example, click the hyperlink in an item s Period column to display sales history detail of the item during the selected period. Click any active hyperlink on this form to display more information. For example, click the Trans. Number hyperlink or the Order Number hyperlink to open the associated Sage Accpac Order Entry forms. Click the Serial or Lot Numbers hyperlink (where available) to view detailed information about serial and lot numbers for this transaction. NOTE: For O/E invoices and all P/O transactions which were upgraded from previous Accpac versions, the serial and lot numbers links will display as No and will not be active. View Customer Price List (O/E) or Vendor Contract Costs (P/O) This section describes the forms and procedures for the O/E Customer Price List option of the O/E Inquiry menu. The list displays item pricing information for items which are priced using the customer s default price list. Click the Drill Down icon to display all pricing information including how discounts are calculated, sale pricing and contract pricing (for P/O) SageCRM for Sage Accpac ERP

83 Viewing Company Tabs in SageCRM The forms and procedures for P/O Vendor Contract Costs are similar to O/E. To view vendor contract costs, click Vendor Contract Costs on the P/O Inquiry menu. To view O/E Customer Price List 1. From the O/E Inquiry menu, click Customer Price List (Vendor Contract Costs for vendors). 2. The customer price list (or vendor contract costs) are displayed; including the current base price and sale price based on the customer s default price list. Click the Item Number hyperlink to view details about the item. Click the Drill Down icon to view detailed pricing information. View Serial and Lot Number Sales History This section describes the forms and procedures for the O/E Serial and Lot Number Sales History options of the O/E Inquiry menu. The Serial and Lot Numbers menu displays transactions and transaction details for customer transactions with serials and lots. The forms and procedures for P/O Serial and Lot Number Purchase History are similar to O/E. To view serial and lot number purchase history, click Serial Number Purchase History or Lot Number Purchase History on the P/O Inquiry menu. View Serial and Lot Number Sales History 1. From the O/E Inquiry menu, click Serial Number Sales History (or Lot Number Sales History). The serial or lot number sales history screen is displayed. Sage Accpac ERP Integration Guide 6 21

84 Viewing Company Tabs in SageCRM Filter. Enter search criteria to refine the list of transactions displayed. Click Filter in the right sidebar. Drill Down. Click the Drill Down icon to view detailed information about the transaction. View or Edit Requisitions (P/O only) On the P/O Inquiry menu, click Requisitions. A list of requisitions for the current vendor is displayed. You can use the following features on this screen: Filter. To refine your list of documents displayed, enter search criteria and click Filter in the right sidebar. For instance: To include completed documents in the list, select the Include Completed Transactions check box. You can choose to display only the requisitions that fall within the range of dates that you specify SageCRM for Sage Accpac ERP

85 Viewing Company Tabs in SageCRM New. Click New in the right sidebar to create a new requisition.. This opens the Sage Accpac P/O Requisition Entry form in another window. Complete the form and click Add. Requisition Number. To edit or view a requisition in the list, select this hyperlink. This opens the Sage Accpac P/O Requisition Entry form in another window. Drill Down. To view a requisition in more detail, select its Drill Down button. This opens the following form. In the top section of the form: To edit or view the requisition, click Edit in the right sidebar or the Requisition Number hyperlink. This opens the Sage Accpac P/O Requisition Entry form in another window. To view vendor details, click the Vendor hyperlink to open the Sage Accpac A/P Vendors form in another window. Click the, Optional Fields hyperlink (where available) to view optional fields information. In the Requisition Lines grid, click any hyperlink to view more information. For instance: To view vendor details, click the Vendor hyperlink in the grid to open the Sage Accpac A/P Vendors form in another window. To view more details about an item number or location, click its hyperlink. View or Edit Returns (P/O only) On the P/O Inquiry menu, click Returns. A list of returns for the current vendor is displayed. Sage Accpac ERP Integration Guide 6 23

86 Viewing Company Tabs in SageCRM You can use the following features on this screen: Filter. To refine your list of documents displayed, enter the fields in the Filter section, and click the Filter button. For example: To include completed documents in the list, select Include Completed Transactions. You can choose to display only the returns that fall within the range of dates that you specify. New. Click New in the right sidebar to create a new return. This opens the Sage Accpac P/O Return Entry form in another window. Complete the form and click Post. Return Number. To edit or view a return in the list, select this hyperlink. This opens the Sage Accpac P/O Return Entry form in another window. Drill Down. Click the Drill Down icon to view a return in more detail. This opens the following form. In the top section of the form: Click Shipping & Billing Addresses in the right sidebar to view the addresses. Click Edit or the Return Number hyperlink to view or edit the return. This opens the Sage Accpac P/O Return Entry form in another window SageCRM for Sage Accpac ERP

87 Viewing Company Tabs in SageCRM Click the Vendor hyperlink to view vendor details. This opens the Sage Accpac A/P Vendors form in another window. Click the Optional Fields hyperlink (where available) to view optional fields information. In the Return Lines section, click any hyperlink to view more information, such as the Item Number hyperlink or Location hyperlink. Viewing Customer and Vendor Aging and Statistical Information You can view summary information for customers and vendors within the context of a company, from the Customer (or Vendor) Statistics tab. This tab is only displayed for companies with a Sage Accpac customer or vendor number. To view credit information for a company: 1. Click on the hypertext link of the company whose credit information you want to view. A summary of the company is displayed. 2. Select the Customer (or Vendor) Statistics tab. The Sage Accpac ERP credit information for the current company is displayed. Click Customer (or Vendor) Activity from the right sidebar to open the Sage Accpac A/R Customer Activity form for that. On the Credit Information panel (top-left), you can click: Sage Accpac ERP Integration Guide 6 25

88 Viewing Company Tabs in SageCRM The Customer Number hyperlink, to open the Sage Accpac A/R Customers form (or for a vendor, click the Vendor Number hyperlink to open the Sage Accpac A/P Vendors form). The Optional Fields hyperlink (where available) to view optional fields associated with the customer (or vendor). If the customer is set up with a Sage Accpac A/R national account number, you can click the National Account hyperlink to open the Sage Accpac A/R National Accounts form. The Aging panel is at the top-right. You can edit the dates and values, and then click Run Aging from the right sidebar to recalculate the results. The Document Totals panel contains total values for different types of transactions. When you change the Fiscal Year, Fiscal Period, or Currency Type, the details refresh automatically. The first column lists the document types. The second column lists the totals for the period selected. The third column lists the totals for the year selected, up to and including the period selected. The fourth column lists the totals for the year previous to the one selected. Note: You can display the Documents Totals in either the customer/vendor currency or in the functional currency. The Document History panel shows statistics about the customer s (or vendor s) document history. If the customer is set up with a Sage Accpac A/R national account number, then national account information is also displayed at the bottom of the screen SageCRM for Sage Accpac ERP

89 Viewing Company Tabs in SageCRM Viewing and Modifying A/R and A/P Transactions 1. Click on the hypertext link of the company you want to view. A summary of the company is displayed. 2. Select the A/R Inquiry or A/P Inquiry tab. The Sage Accpac ERP credit information for the current company is displayed. Sage Accpac ERP Integration Guide 6 27

90 Viewing Company Tabs in SageCRM From the A/R or A/P Inquiry Menu, you can choose to display the list of posted documents or the list of unposted Accounts Receivable or Accounts Payable documents. The subsections to follow describe the A/R Inquiry Menu functions. As the A/P Inquiry Menu functions are similar, you can also follow the procedures described in these subsections when you use the A/P Inquiry menu. A/R Posted Transactions On the A/R Inquiry menu, select Posted Transactions to display a list of posted Sage Accpac A/R documents (such as invoices, receipts, refunds, and so on) for the currently displayed customer. You can use the following features on this form: Filter. Enter filtering criteria to refine the list of documents displayed. Click Filter in the right sidebar. New Invoice / Receipt / Refund. To create a new Sage Accpac A/R document, select one of the following choices from the right sidebar: New Invoice, New Receipt, or New Refund. Each choice opens the appropriate Sage Accpac Accounts Receivable form in another window. Document Number hyperlink. To edit or view the details of a document, select the Document Number hyperlink. This opens the document in the Sage Accpac A/R form. Applied Details. To view a list of documents that have been applied to a given document, select the document s Applied Details button. The Applied Details form is displayed SageCRM for Sage Accpac ERP

91 Viewing Company Tabs in SageCRM You can click the Reference Document No. hyperlink to view the document details in the Sage Accpac A/R form. Drill Down. To view a document in more detail, select its Drill Down button. The Document Details form is displayed. The top portion of the form displays the document header information. The detail lines appear below the document header. All documents that have been applied to the document appear below the detail lines. On this form you can: Click Edit or New on the right sidebar to edit or create a document. Either choice opens the associated Sage Accpac A/R (or A/P) form. Click the Optional Fields hyperlink (where available), to view optional fields associated with the overall document. You can also click the Document Number to open the document in the Sage Accpac A/R (or A/P) form. A/R Unposted Invoices On the A/R Inquiry menu, click Unposted Invoices to display a list of unposted A/R invoices for the currently displayed customer. You can use the following features on this form: New. Click New on the right sidebar to create a new Sage Accpac A/R invoice. This opens the Sage Accpac A/R Invoice Entry form. Document Number. Select the Document Number hyperlink to edit or view the details of a document. The Sage Accpac A/R Invoice Entry form opens. Drill Down. To view a document in more detail, select its Drill Down button. The Document Details form is displayed. Sage Accpac ERP Integration Guide 6 29

92 Viewing Company Tabs in SageCRM You can use the following features on this form: New. Click New on the right sidebar to create a new Sage Accpac A/R invoice. This opens the Sage Accpac A/R Invoice Entry form. Edit or view document. Click Edit in the right sidebar or the Document Number hyperlink to edit or view the details of a document. This opens the document in the Sage Accpac A/R form. Optional Fields Click the Optional Fields hyperlink (where available) to display optional fields information. A/R Unposted Receipts On the A/R Inquiry menu, select Unposted Receipts to display a list of unposted A/R receipts for the currently displayed customer. You can use the following features on this form: New. Click New in the right sidebar to create a new Sage Accpac A/R receipt. This opens the Sage Accpac A/R Receipt Entry form. Edit or view document. Click the Check/Receipt No. hyperklink to edit or view the details of a document. This opens the document in the Sage Accpac A/R Receipt Entry form. Drill Down. Click the Drill Down icon to view a document in more detail The Document Details form is displayed SageCRM for Sage Accpac ERP

93 Viewing Company Tabs in SageCRM You can use the following features on this form: New. Click New in the right sidebar to create a new Sage Accpac A/R receipt. This opens the Sage Accpac A/R Receipt Entry form. Edit or view document. Click Edit in the right sidebar or the Document Number hyperlink to edit or view the details of a document. This opens the document in the Sage Accpac A/R form. Optional Fields. Click the Optional Fields hyperlink (where available) to display optional fields information. A/R Unposted Refunds On the A/R Inquiry menu, select Unposted Refunds to display a list of unposted A/R refunds for the currently displayed customer. You can use the following features on this form: New. Click New on the right sidebar to create a new Sage Accpac A/R refund. This opens the Sage Accpac A/R Refund Entry form. Edit or view document. Click the Document Number hyperlink to edit or view the details of a document. This opens the document in the Sage Accpac A/R Refund Entry form. Drill Down. Click the Drill Down icon to view a document in more detail, The Document Details form is displayed. You can use the following features on this form: New. Click New in the right sidebar to create a new Sage Accpac A/R refund. This opens the Sage Accpac A/R Refund Entry form. Edit or view document. Click Edit in the right sidebar or the Document Number hyperlink to edit or view the details of a document. This opens the document in the Sage Accpac A/R form. Sage Accpac ERP Integration Guide 6 31

94 Viewing Company Tabs in SageCRM Optional Fields. Click the Optional Fields hyperlink (where available) to display optional fields information. Viewing and Modifying Optional Fields If you use optional fields in Sage Accpac Accounts Receivable or Accounts Payable, you can view and modify the optional fields within a company, from the Optional Fields tab. To view optional fields for a customer or vendor: 1. Select a customer or vendor. 2. Select the Optional Fields tab. The Sage Accpac ERP optional fields for the current customer (or vendor) are displayed. The tab displays all the optional fields defined for all customers (or vendors) for a company, as configured in the Optional Fields setup form in Sage Accpac Accounts Receivable (or Accounts Payable). The Value Set and Auto Insert values reflect the values set in Sage Accpac ERP. For descriptions of these fields, refer to the Help system in Sage Accpac ERP. The optional fields that apply to the currently-displayed customer (or vendor), are marked in the Field Exists check box. 3. Click Change in the right sidebar to edit optional fields. Checkboxes are now enabled SageCRM for Sage Accpac ERP

95 Viewing Company Tabs in SageCRM Enter (or edit) the value, and then select both Value Set and Field Exists. Note: You must select Value Set to save the value. You can clear the Value Set box if the optional field has not been set up with a default value in Sage Accpac ERP. If it s cleared, the field s value will also be cleared. You must select the Field Exists box to apply an optional field (including a blank optional field, if it s permissible) to the customer (or vendor). If you clear the box, the optional field no longer applies to the customer/vendor. The Auto Insert label next to the Field Exists box, appears only for fields with Auto Insert set to Yes in Sage Accpac ERP, and is for display only. To change Auto Insert, use the Optional Fields setup form in Sage Accpac Accounts Receivable or Accounts Payable. Enter any Date or Number optional field in the format that s defined in the Preferences tab of My CRM. Enter any Time optional field in the following format: hh:mm:ss. Changes will be reflected in Sage Accpac ERP records. Viewing and Modifying Project and Job Costing Contracts If you use Sage Accpac Project and Job Costing, you can view or modify Project and Job Costing contracts within the context of a company, from the P/M Inquiry tab. For a customer, the P/M Inquiry menu provides the following options: For a vendor, the P/M Inquiry menu provides only the Transaction History option. Create a New Contract 1. From the P/M Inquiry tab for a customer, click New Contract. 2. Fill in the form. Sage Accpac ERP Integration Guide 6 33

96 Viewing Company Tabs in SageCRM 3. Click Add. View or Edit Contracts Click All Contracts on the P/M Inquiry to list all contracts for a customer: Note: If a contract does not have any projects, then the contract will not appear in the list. If a contract does not have any projects set for the contract customer, then the contract will not appear in the list. If a contract has projects that have been assigned multiple customers, you will see that contract displayed in the list when you choose to view all contracts for any of the associated customers. You can do the following on this form: To refine the list of contracts displayed, enter search criteria in the Filter and click Filter in the right sidebar.. For example, you can choose to display only the documents that fit the contract status you specify, or that fall within the range of dates that you specify. Click New on the right sidebar to create a contract. This opens the Contract Maintenance form in another window. Complete the form and click Add. Click the Contract hyperlink to view or edit a contract. This opens the Contract Maintenance form in another window. Click the Customer Number hyperlink to view more customer information. This opens the Sage Accpac A/R Customers form. Drill down to contract summary Click the Drill Down icon to view a summary of a contract.. This opens the Contract Summary form, which displays contract information, and a list of projects associated with the contract SageCRM for Sage Accpac ERP

97 Viewing Company Tabs in SageCRM On the Contract Summary form, you can do the following: Click Edit in the right sidebar or the Contract hyperlink to view or edit the contract. This opens the Sage Accpac Contract Maintenance form. Click the Optional Fields hyperlink (where available) to view the optional fields associated with the contract. Click the Customer hyperlink to view customer information. Project Details To view more details about a project, select a hyperlink in the Project column to open the following: The header section of the Project Detail form displays project information. Click the Optional Fields hyperlink (where available) to view the optional fields associated with the project. You can also Sage Accpac ERP Integration Guide 6 35

98 Viewing Company Tabs in SageCRM click the Contract or Customer hyperlink, to view contract or customer information. The Project Detail form also lists transaction documents associated with the project. To list only certain documents, enter the Filter fields and click the Filter button. For example, to list only Accounts Receivable documents, choose A/R Only in the Applications field. You can view some documents, such as Account Receivable invoices, in a Sage Accpac ERP form. Click any active hyperlink in the Document Number column. Drill down to Transaction Details To view a summary of the transaction, click the Drill Down button to open the following form: From the Transaction Information form, you can click any hyperlink to view more details. For example, you can click the Contract or Customer hyperlinks or the Document Number hyperlink if it s available. View Contract Transaction History On the P/M Inquiry tab, you can choose to list contract Transaction History for customer and vendors. The following shows the form that opens for a customer: 6 36 SageCRM for Sage Accpac ERP

99 Viewing Company Tabs in SageCRM Contract with multiple customers For a contract with projects that have been assigned multiple customers, you can view the transaction history of that contract/project for any of the associated customers. You can do the following on this form: To display only transactions of your choice, enter the Filter fields and click the Filter button. For example, to display only transactions which originated in Purchase Orders, select "P/O Only" in the Application field. Click a Drill Down icon or more information about a transaction. This opens the Transaction Information form. For more information about a contract, click the hyperlink in the Contract column, to open the Contract Maintenance form in another window. For more information about a document, click an active hyperlink in the Document Number column, to open a Sage Accpac ERP form in another window. For more information about a resource, click an active hyperlink in the Resource column. Sage Accpac ERP Integration Guide 6 37

100 Viewing Company Tabs in SageCRM Viewing and Modifying Return Authorization Documents If you use Sage Accpac Return Material Authorization (RMA), you can view or modify return authorization documents within the context of a company, from the R/A Inquiry tab. For a customer, the R/A Inquiry menu provides the following options: NOTE: The R/A Inquiry menu does not provide the option to create a new return authorization for a vendor. Create a New Return Authorization 1. From the R/A Inquiry tab, click New Return Authorization. The Return Authorization form opens in a new window. Not for vendors 2. Complete the form and click Add. You can also create a return authorization from the screen that lists return authorizations, described later SageCRM for Sage Accpac ERP

101 Viewing Company Tabs in SageCRM View or Edit Return Authorizations From the R/A Inquiry tab, click All Return Authorizations to list return authorizations. The following illustrates the form that appears when you choose to list all return authorizations for a customer: You can do the following on this form: To refine your list of displayed transactions, enter search criteria in the Filter, and click Filter in the right sidebar. For example: To include completed transactions in the list, select Include Completed Transactions. Display only the transactions that fall within the range of dates that you specify. Create a return authorization for a customer: Click New on the right sidebar to open the Return Authorization form in another window. Complete the form and click Add. Use a Sage Accpac ERP form to view or edit a return authorization: Click the contract s hyperlink in the All Return Authorizations column. This opens the Return Authorization form in another window. Drill down to RA summary Click the Drill Down icon to view a summary of a return authorization. This opens the Return Authorization Summary form, which displays the return authorization s general information and detail lines. On the Return Authorization Summary form, you can do the following: Sage Accpac ERP Integration Guide 6 39

102 Viewing Company Tabs in SageCRM Click Shipping & Billing Addresses on the right sidebar to view shipping information. Click Edit on the right sidebar or the RA Number hyperlink to view or edit the return authorization. Click hyperlinks in the Return Authorization Information section of the form to view more details about the customer or a document (such as the return authorization document, last customer order, customer credit note, or vendor return). Click the Optional Fields hyperlink (where available) to view optional fields for the return authorization. In the detail section of the form, you can click any hyperlink, such as: Any hyperlinks in the Customer Original Invoice or Vendor Original Receipt column. The hyperlink in the Item Number and Location columns, to open a form that displays more item information, and the locations where the item can be found. Sage Accpac Quote Tab The Sage Accpac Quote tab is specific to a SageCRM system with Sage Accpac ERP Integration. This tab is displayed within the context of an opportunity. If you have just entered a new Opportunity, click the Sage Accpac Quote tab to display the following: From the Sage Accpac Quote tab you can: Create a new Sage Accpac ERP quote and link it to the opportunity, for reference and progression purposes SageCRM for Sage Accpac ERP

103 Viewing Company Tabs in SageCRM Use the reference number stated in this tab to link an existing quote that was entered directly into Sage Accpac ERP (not through SageCRM) to the opportunity. Create multiple quotes. Thus, you can have one quote for products and one quote for services within the opportunity. When you select the Create & Link New Quote button, an Order Entry form opens in another window. When you have entered the new Sage Accpac ERP quote s information, post the quote, and then close the Order Entry form. The quote will be linked to the opportunity automatically. Once you have created a Sage Accpac ERP quote and linked it to the opportunity, you can import its line items into SageCRM or promote it to an order. Import. This function imports the line items within the displayed Sage Accpac ERP quote into the opportunity items table of the SageCRM Sage Accpac ERP Integration Guide 6 41

104 Viewing Company Tabs in SageCRM database. Those items are then available for future reference and for use by the standard SageCRM quoting mechanism. Promote To Order. This function takes the displayed Sage Accpac ERP quote (within the opportunity) and converts that quote to an active order in Sage Accpac ERP. You can view the order information after the quote has been promoted to an order. Note: If the opportunity status is changed back to In Progress, Orders will not be listed until you complete the opportunity again. Promote a Customer or Vendor to Accpac Use the Promote to Accpac tab to change a company into an Accpac customer or vendor. When you promote a company, Sage CRM automatically checks to see if the company already exists in the Sage Accpac system. If the company does not exist, you are prompted to add a unique Customer Number or Vendor Number as well as additional fields required by the Sage Accpac ERP system. To promote a company: 1. On the Main Menu, click Find. 2. In the Find list, select Company. 3. Click Find on the right sidebar. A list of companies matching your search criteria is displayed. 4. Select the company you want to promote. The Summary tab for the company is displayed. 5. Select the Promote To Accpac tab. 6. Select the Sage Accpac company database and click Promote to Customer (or Promote to Vendor) from the right sidebar. Depending on your choice, the New Customer or New Vendor screen is displayed. NOTE: fields marked with an asterisk are mandatory. 7. Enter the details for the company within each tab on the page. Note: Click Show Tax Classes on the right sidebar to change the tax class or set the tax status for the new customer or vendor SageCRM for Sage Accpac ERP

105 Viewing Company Tabs in SageCRM You can select up to five salespersons and their sales split if you are promoting a company to customer. The Optional Field Values section displays all the optional fields defined for all customers (or vendors) in a company. Enter optional field information for a vendor or customer in this screen to apply options to the current customer or vendor. 8. Click Promote to Customer (or Promote to Vendor) on the right sidebar. The company is now promoted to customer or vendor status and the details are available in both Sage CRM and Sage Accpac. The Company type is now customer or vendor and the Customer Number, Credit Limit, Group Code, Tax Group and Terms Code fields have all been added to the screen. The Customer Type, Sage Accpac Customer Number, and Credit Limit are read-only. Changing a Customer or Vendor Link For an existing customer or vendor that was imported into SageCRM from Sage Accpac ERP using Sage Accpac Admin Import Customers/Vendors, the Promote To Accpac tab shows the Sage Accpac Customer/Vendor Integration screen: The Change Customer/Vendor Link button allows you to change the Customer Number or Vendor Number. When you click this button, the screen prompts you for the new customer/vendor number. Enter the number and click Save. The Unlink this Customer/Vendor button deletes the existing Customer/Vendor Number and displays the Enter Sage Accpac details for New Customer/Vendor screen. If you need to delete a customer or vendor in Sage Accpac ERP, but want to keep it in SageCRM, unlinking the customer or vendor first lets you do this. Sage Accpac A/R and A/P Person and Address Fields The Person and Address edit screens include a series of checkboxes, where you can specify one or more types. When SageCRM is integrated with Sage Accpac ERP, there are additional Type checkboxes for contacts and addresses: Sage Accpac ERP Integration Guide 6 43

106 National Accounts A/R or A/P Contacts (on the Person edit screen) A/R or A/P Addresses (on the Address edit screen) When a person is an Accpac A/P Contact, A/P Remit-To Contact, A/R Contact, or A/R Ship-To Contact, their contact information is synchronized between SageCRM and Sage Accpac ERP. Within the context of a company, only one person can have the Accpac A/P or A/R Contact type selected. However, more than one person can be assigned as the Accpac A/P Remit-To Contact (or A/R Ship-To Contact). When an address is an Accpac A/P Address, A/P Remit-To Address, A/R Address, or A/R Ship-To Address, its information is synchronized with the address in the customer/vendor record unless it is a ship-to or remit-to address in which case it is synchronized with A/R ship-to or A/P Remit-to addresses. between SageCRM and Sage Accpac ERP. Within the context of a company, only one address can have the Accpac A/R or A/P Address type selected. However, more than address can be assigned as the Accpac A/P Remit-To Address (or A/R Ship-To Address). Note: Ship-to and remit-to addresses and contacts cannot be created in CRM. Use Accpac to create the addresses and contacts. If you need information about setting up synchronization of A/R and A/P data, refer to the section in Chapter 11 of the CRM Integration Guide that describes the integration and notification options. National Accounts When you import National Accounts from the Sage Accpac Administration menu, it imports the National Account relationship from Accpac SageCRM for Sage Accpac ERP

107 National Accounts These relationships can be viewed on the Relationships tab. If you make any change to a customer s national account membership in Accpac, Accpac synchronizes with SageCRM and updates it. The main national account office must be a customer with the same customer number as the national account. For example, in SAMINC there is a National Account called BARMART. The main national account office is a customer with customer number = BARMART. There are two national account children (members), Barmart San Diego (customer 1100) and Barmart Oakland (customer 1105). After you ve imported the national accounts into CRM, find customer BARMART, and go to the Relationships tab, it will look like this: Click on a National Account Member name to see the parent national account for a customer. Import a National Account 1. Open SageCRM 2. Click Sage Accpac Administration in the left sidebar. Note: Only users with administrative rights will have this option. 3. Select Import National Accounts from the menu. Sage Accpac ERP Integration Guide 6 45

108 Solo Integration with SageCRM Solo Integration with SageCRM With Solo integration you can view Accpac customers and vendors on the Solo client. You can edit CRM data on the offline Solo client and synchronize that data with the CRM database. Accpac tabs are only accessible online and are not available through the Solo client. Note: Accpac related data cannot be modified or added to through the Solo client. An error message will appear if modifications or additions are made. Only non-accpac CRM data can be edited on the Solo client. Notes on using Solo client with SageCRM If an Accpac company doesn t have a contact, the company will not appear in the Solo client after synching. When you upgrade from a previous version of CRM which uses Solo, you will need to follow the instructions for upgrading in Option 2 of the SageCRM Solo Guide. This involves uninstalling the old Solo client and installing the new one. If you have to reinstall the Accpac integration, you will need to: 1. Reinstall the integration. 2. Uninstall the Solo client (follow the steps in the SageCRM Solo guide) and reboot the Solo client machine. 3. Recreate the snapshot on the server. 4. Reinstall the Solo client on the client machine. 5. Re-synch the data on the Solo client. Customer and Vendor Number Change Changes and Copies from Sage Accpac Customer Number Change and Sage Accpac Vendor Number Change can be synchronized to SageCRM. You can change a customer or vendor number in Sage Accpac and see those changes reflected in SageCRM. For example, if you use Customer Number Change to change a customer number to a new number, the customer number will also be updated to the new number in the SageCRM company record. You can also copy a customer or vendor number in Sage Accpac Customer Number Change and Sage Accpac Vendor Number Change and see those changes reflected in SageCRM SageCRM for Sage Accpac ERP

109 Customer and Vendor Number Change For example, if you use Customer Number Change to copy an existing customer number, both the original customer and the new copied customer will be available in SageCRM. Note: The combine feature is not supported. Sage Accpac ERP Integration Guide 6 47

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111 Chapter 7 Where to Now You are now ready to experience the features and flexibility of SageCRM. To learn more about SageCRM, navigate to the \Sage\Documentation folder on the installation DVD or from the location where you copied and saved the installation files. This lists the other SageCRM guides (in Adobe Acrobat PDF format). Sage Accpac ERP Integration Guide 7 1