Uni Sales Analysis CRM Extension for Sage Accpac ERP 5.5

Transcription

1 SAGE ACCPAC OPTIONS Sage Accpac Options Uni Sales Analysis CRM Extension for Sage Accpac ERP 5.5 User Guide

2 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names 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 No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of Sage Software, Inc. Use of the software programs described herein and this documentation is subject to the Sage Software License Agreement enclosed in the software package.

3 Contents Chapter 1: Introduction Features Before Installing the CRM Extension Compatibility Chapter 2: Installation and Setup Installing and Setting Up the Uni Sales Analysis CRM Extension Step 1: Install Uni Sales Analysis CRM Extension Step 2: Run CRM Setup Step 3: Check Script Properties in IIS Step 4: Run CRM User Information Step 5: Add Component in SageCRM Chapter 3: Creating and Running Queries Create and Run Queries Running Existing Queries Creating New Queries Sorting Displayed Data Chapter 4: Troubleshooting Errors CRM customer index is missing Missing Sage Accpac ERP server name SQL Server does not exist or access denied You do not have a license for this product Query fields may display incorrectly User Guide iii

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5 Chapter 1 Introduction Welcome to the Sage Accpac Options Uni Sales Analysis CRM Extension User Guide. Uni Sales Analysis maintains a historical database for analysis, inquiry or reporting. The Uni Sales Analysis CRM Extension provides access to the Uni Sales Analysis data through SageCRM for Sage Accpac ERP. Features When Uni Sales Analysis is installed and activated on your Sage Accpac ERP database, sales data is retrieved into the UNI data files. Uni Sales Analysis appears on the Sage Accpac desktop and tools are provided to access the data. The Uni Sales Analysis Inquiry and Report Engine allows you to create and save customized queries. The CRM Extension will run your custom queries in SageCRM. Queries created in the CRM Extension will be saved to the Uni Sales Analysis Inquiry and Report Engine. User Guide 1 1

6 Before Installing the CRM Extension Before Installing the CRM Extension Before installing the CRM Extension, you must complete the installation of Uni Sales Analysis and perform a data retrieval. Compatibility The Uni Sales Analysis 5.5 Sage CRM Extension is compatible with Sage Accpac ERP 5.5 and requires Uni Sales Analysis 5.5 installed and active on Sage Accpac 5.5. You also require at least one or more of the following Sage Accpac ERP modules: Accounts Receivable. Inventory Control. Order Entry. You may also use Service Manager and D-Bit Billing. 1 2 Sage Accpac Uni Sales Analysis CRM

7 Chapter 2 Installation and Setup Installing and Setting Up the Uni Sales Analysis CRM Extension Step 1: Install Uni Sales Analysis CRM Extension Step 2: Run CRM Setup Step 3: Check Script Properties in IIS Step 4: Run CRM User Information Step 5: Add Component in SageCRM User Guide 2 i

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9 Chapter 2 Installation and Setup This chapter describes how to install and setup the Sage Accpac Uni Sales Analysis CRM Extension. Installing and Setting Up the Uni Sales Analysis CRM Extension Read the installation instructions carefully before proceeding. We suggest that you install Uni Sales Analysis in a test environment before using it with your live environment. Installation involves five steps: Step 1: Install the Uni Sales Analysis CRM Extension on your SageCRM server. Step 2: Run CRM Setup from the Uni Sales Analysis Program group. Step 3: Check the script properties for the default web site in IIS before you start SageCRM. Step 4: Run CRM User Information from the Uni Sales Analysis Program group to set up user information for the connection to Sage Accpac ERP. Step 5: Open SageCRM and install the component for the Uni Sales Analysis CRM Extension. Once you finish installing and setting up the Uni Sales Analysis CRM Extension, you are ready to create and use queries. If you require assistance with testing procedures or installation, contact your Sage Accpac ERP Business Partner. For further technical support, contact Sage Accpac technical support. Step 1: Install Uni Sales Analysis CRM Extension To install, choose the "Uni Sales Analysis CRM 5.5" component when you install Uni Sales Analysis from the Sage Accpac ERP 5.5 DVD. User Guide 2 1

10 Installing and Setting Up the Uni Sales Analysis CRM Extension Installs on MS SQL only If you are currently running Sage Accpac ERP on Pervasive.SQL databases, contact your Sage Accpac Business Partner or Sage Software technical support. This product will install on MS SQL database installations only. You must install this product on the server where SageCRM is located. Note: This step also creates the license file for Uni Sales Analysis CRM Extension and stores it in the <Sage Accpac Programs>\UX55A\CRM 6.1\PAYLOAD\ISAPI\UX55A directory. You can only enter your license information from the install program. If you selected the 30-day grace registration during the initial installation, you can later re-run the program installation and choose the Modify option in order to create the permanent program license. If you do, however, you must also re-run CRM Setup to copy the license file to your CRM installation site. Step 2: Run CRM Setup Once installation is complete, open the Sage CRM Setup program and follow the steps to set up the Uni Sales Analysis CRM Extension product. Stop webserver Please note that installation requires that the webserver is stopped and re-started. IIS is stopped to allow file copying, and then it is re-started. All users must exit any Sage Accpac ERP and Sage CRM programs, or any other web-based applications that rely on this webserver, during this procedure. 2 2 Sage Accpac Uni Sales Analysis CRM

11 Installing and Setting Up the Uni Sales Analysis CRM Extension To set up CRM Extension: 1. Click Next in the Welcome screen. 2. Enter or select the CRM path. If more than one Sage CRM installation is available, select the CRM installation which is connected to the Sage Accpac ERP installation where Uni Sales Analysis has been activated. You have now finished the Installation and Setup steps for the Uni Sales Analysis CRM Extension. User Guide 2 3

12 Installing and Setting Up the Uni Sales Analysis CRM Extension 3. Continue setting up the Extension in SageCRM by entering CRM User Info. (See Step 4: Run CRM User Information, on page 2-5.) Licensing Note CRM Setup also copies the license file into the appropriate Uni Sales Analysis directory on the webserver (for example, C:\INETPUB\SCRIPTS\SageAccpacOptionsUni\UX55A). If you update the license file in the <Sage Accpac Programs>\UX55A\CRM 6.1\PAYLOAD\ISAPI\UX55A directory after running CRM Setup, you will need to re-run the CRM Setup program in order to move that file to the Web server. You do not need to re-run the CRM User Information and CRM Script Utility programs if you are just updating the license. Step 3: Check Script Properties in IIS Before you try to use the CRM Extension from within SageCRM, you should set script properties in IIS. To set script properties: 1. Run the Internet Services Manager. (From the Windows Start list, select Settings > Control Panel > Administrative Tools.) 2. Under the Internet Information Services tree, open the Default Web Site branch. 3. Right-click the Scripts node, and choose Properties from the popup menu. 4. In the Properties window, make sure that the Read option is selected. You should also take note of the directory that is specified in the Local Path field. (You will need to know this directory for step 7.) 2 4 Sage Accpac Uni Sales Analysis CRM

13 Installing and Setting Up the Uni Sales Analysis CRM Extension 5. Click Apply, and then click OK to save your changes and close the window. 6. Restart the Internet Information Services. (You can do this from within this window by right clicking the top-most node in the tree, and choosing All Tasks > Restart IIS from the popup menu.) Complete steps 7, 8, and 9 if your Sage Accpac ERP company database uses a different name than its company ID (for example, if the company ID is SAMINC, but the name of the database in SQL Server is SAMI55). 7. Using a text editor such as Notepad, open the DBLIST.TXT file in the following directory: <Local Path>\SageAccpacOptionsUni\55A (where Local Path refers to the directory from step 4). 8. Read the instructions in this file detailing the file structure. 9. Specify your company ID followed by an equal sign and the database name (for example, SAMINC=SAMI55). Step 4: Run CRM User Information Setting up Uni Sales Analysis CRM Extension user information requires administrative access on the server where Sage Accpac ERP and SageCRM are installed. All users must be out of Sage Accpac ERP and SageCRM, or any other web-based applications that rely on this web server, because these procedures stop and restart the Web server. User Guide 2 5

14 Installing and Setting Up the Uni Sales Analysis CRM Extension To set up CRM user information: 1. After installing Uni Sales Analysis CRM Extension, launch CRM User Information from the Windows Start list. 2. Enter the server name and instance (if necessary) where Sage Accpac ERP is installed. The Sage Accpac ERP database may not be located on the same server as the CRM installation. Enter the master username and password. 3. Test the connection to the database. Step 5: Add Component in SageCRM The final step for setting up the Uni Sales Analysis CRM Extension is to open SageCRM and add the Extension component. All users should be out of SageCRM. To add the CRM Extension to SageCRM: 1. Open SageCRM and log on as administrator. 2 6 Sage Accpac Uni Sales Analysis CRM

15 Installing and Setting Up the Uni Sales Analysis CRM Extension 2. Click the Administration icon and, under Customization, open the Component Manager. 3. Highlight unisa_5.5_build_001 from the available components list, and then click the Install Component button. There are no parameters required for Uni Sales Analysis. If the Parameter Info screen appears, continue with Install Component. The script will run and refresh the views and the metadata. Once the component is installed, it will show as a line in the Installed Components section. 4. Click the Find icon and select a company that has a valid Sage Accpac ERP Accounts Receivable company ID. The Uni Sales Analysis tab appears as an available tab, as shown below: User Guide 2 7

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17 Chapter 3 Creating and Running Queries Create and Run Queries Running Existing Queries Creating New Queries Sorting Displayed Data User Guide 3 i

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19 Chapter 3 Creating and Running Queries This chapter describes how to create and run queries. Create and Run Queries Uni Sales Analysis CRM Extension provides Sage CRM users with information from the Sage Accpac Uni Sales Analysis file. A query provides a display of the data records based on the user selected fields and any desired parameters. New queries on this data may be created in Sage CRM, while existing Uni Sales Analysis queries are also available to Sage CRM users. Uni Sales Analysis (full product) must be installed and data retrieval must be done through the installed and activated product in Sage Accpac ERP. The Sage CRM Extension reads the Uni Sales Analysis (UXDETAIL) table only. Each query in the Uni Sales Analysis CRM Extension is specific to the Company selected in Sage CRM, and the records displayed will be for that company only. The New Query button displays the screens to create a new query. Queries created in SageCRM are saved to Uni Sales Analysis in Sage Accpac ERP. The drop-down list displays the existing queries for selection. Any notes or information about the selected query are displayed in the Notes box. Once a query is selected, the Go arrow moves to the next step. User Guide 3 1

20 Create and Run Queries Click on the system info link to display information about the Uni CRM Extension installation, SageCRM installation and system information. Running Existing Queries Parameter fields 1. Use the drop-down arrow to select a query from the available list. 2. Click the Go button or Arrow to display the selected query fields. Starting and Ending fields allow the selection of parameters to narrow the data record selection. You can enter parameters directly or select them from the Finder, if available on the field. 3. Click the Go button or Arrow to display the selected data records. Arrow button 4. Click the arrow button to return to the parameter screen. 5. Click the Uni Sales Analysis tab to leave this query and return to the CRM Extension main screen. 3 2 Sage Accpac Uni Sales Analysis CRM

21 Create and Run Queries Creating New Queries 1. Click the New Query button to display the list of available fields. Each query in the CRM Extension is specific to the company selected in SageCRM. The company name does not appear on the list of available fields because the data displayed by the query will be for that company only. Uni Sales Analysis calculated fields and budget fields do not appear in the CRM Extension. 2. Highlight desired fields and then click the arrow to move them to the right panel. (Use the up and down arrows to rearrange the order of the selected fields.) 3. When field selection and order are complete, click Go or click the Arrow button to display the parameter screen. 4. Enter any parameters desired or accept the defaults to display all records. User Guide 3 3

22 Create and Run Queries 5. Click Go or click the Arrow button to apply the query and display the results. 6. Give the query a name, then add relevant notes or information for it. 7. Click Save. The saved query will be available in the drop-down list of queries when the program is opened. It will also be available in the Uni Sales Analysis program in Sage Accpac ERP. Saved queries cannot be removed in the CRM Extension. To remove a query, open Sage Accpac ERP, then open the Uni Sales Analysis Inquiry and Report Engine. Select the query to be removed and then delete it. Sorting Displayed Data Once the query has been applied and the data records displayed, the default display sorts the records in ascending order, by the field order. 1. To apply a different sort order, click the triangle next to the field name. The direction of the arrow (triangle) will change, and it will continue to flash. This will reverse the default sort order. 3 4 Sage Accpac Uni Sales Analysis CRM

23 Create and Run Queries 2. Click the triangle again to remove the sort order for this field. (The symbol changes to a square and continues flashing.) 3. Once you have selected the order you want for each field, click the Apply Sorting button to apply the sort order. Note: Display of re-sorted data may be affected by the columns selected when re-sorting. To completely reverse the display, the sort order must be changed on all columns. As a re-sort changes the order of the records, the display will default to page one of the new sort order. Display of data pages Once a query has been selected and applied, the data results will be displayed by pages. Use the navigation arrows to move from page to page, or to the beginning or the end of all pages. The number of pages will display with the query name above the column headings, as illustrated below. User Guide 3 5

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25 Chapter 4 Troubleshooting Errors CRM customer index is missing Missing Sage Accpac ERP server name SQL Server does not exist or access denied You do not have a license for this product Query fields may display incorrectly User Guide 4 i

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27 Chapter 4 Troubleshooting This chapter describes possible error messages and how to correct the problem. Errors CRM customer index is missing Problem: This error may occur if the CRM Extension is opened prior to running the script to add the Customer index or if the index has been removed from the database. Solution: Open the CRM Script Utility and add the required index. Missing Sage Accpac ERP server name Problem: This error will occur if the correct server information has not been entered into the CRM Activation program. Solution: Open the CRM User Information program and enter the database server name and instance (if necessary) where Sage Accpac ERP is installed. Enter the master username and password. Test the connection. SQL Server does not exist or access denied Problem: The connection test to the server has failed. Solution: Check the user name, password and server name. This procedure should be performed by the system administrator. Check to ensure the administrator has full rights to the master database. User Guide 4 1

28 Errors You do not have a license for this product Problem: The serial number and activation code have not yet been entered for this installation. This message may appear if you previously installed the Uni Sales Analysis CRM Extension and selected the option to use the 30-day license. Solution: Licensing is a 2-step process for the Uni Sales Analysis CRM Extension: Step 1: Enter license information during installation. This step creates the XU55A1.LIC file and stores it in the <Sage Accpac Programs>\UX55A\CRM 6.1\PAYLOAD\ISAPI\UX55A directory. Note: You can only enter your activation information from the install program. If you selected the 30-day grace registration during the initial installation, you can later re-run the program installation and choose the Modify option in order to create the permanent program license. Step 2: Run the CRM Setup program (a shortcut has been created within the Sage Accpac\Uni Sales Analysis for CRM 5.5A program group). This program copies the license file into the appropriate Uni Sales Analysis directory on the webserver (for example, C:\INETPUB\SCRIPTS\SageAccpacOptionsUni\UX55A). If you update the license file in the <Sage Accpac Programs>\UX55A\CRM 6.1\PAYLOAD\ISAPI\UX55A directory after running CRM Setup, you will need to re-run the CRM Setup program in order to move that file to the Web server. You do not need to re-run the CRM User Information and CRM Script Utility programs if you are just updating the license. Query fields may display incorrectly Problem: Some sample queries may show incorrect query fields. Solution: If the query is in general use, note the query fields, selection criteria and parameter settings. Recreate the query under a new name. Delete the old query. 4 2 Sage Accpac Uni Sales Analysis CRM