Sage CRMSetup

Use this screen to set options for Sage 300 Integration for Sage CRM.

To set options for Sage 300 Integration for Sage CRM:

1. Select the Sage CRM folder and click the Sage CRM Setup icon.

   The E/W Sage CRM Setup form appears.

2. Specify connection options:

   • Suspend All Integration to Sage CRM. Select this option if you do not want any changes in Sage 300 to be reflected automatically in Sage CRM.
   • Suspend A/R Integration to Sage CRM. Select this option if you do not want changes in Accounts Receivable to be reflected automatically in Sage CRM.
   • Suspend A/R Ship-To Addresses Integration to Sage CRM. Select this option if you do not want changes to these addresses in Accounts Receivable to be reflected automatically in Sage CRM. (Note that after an installation, this option is selected by default.)

     You can also manually transfer customer ship-to addresses to Sage CRM using the Sage CRM import functions.

   • Suspend A/R National Account Integration to Sage CRM. Select this option if you do not want changes to National Account relationships in A/R Customers to be reflected automatically in Sage CRM.
   • Suspend A/P Integration to Sage CRM. Select this option if you do not want changes in Accounts Payable to be reflected automatically in Sage CRM.
   • Suspend A/P Remit-To Addresses Integration to Sage CRM. Select this option if you do not want changes to these addresses in Accounts Payable to be reflected automatically in Sage CRM. (Note that after an installation, this option is selected by default.)

     You can also manually transfer vendor remit-to addresses to Sage CRM using the Sage CRM import functions.

   • Suspend O/E Integration to Sage CRM. Select this option if you do not want changes in Order Entry to be reflected automatically in Sage CRM.

     Note: If you suspend O/E integration to Sage CRM, the totals and forecasting information on the Opportunity Summary, Quote Summary, and Order Summary screens will not be updated with information from Sage 300.

     You can also manually transfer customer or vendor information to Sage CRM using the Sage CRM import functions.

   • Suspend O/E Communication Integration to Sage CRM. Select this option if you do not want communication records to be created automatically in Sage CRM when order entry transactions are created or changed. (Note that after an installation, this option is selected by default.)
   • Sage CRM Installation Name. Ensure that the Sage CRM installation name is correct (the default is CRM).

     If you change this field, click Sage CRM Web Services URL to update the web services URL.

   • Logon User. The CRM user account (the default is CRM) is created automatically within Sage CRM to allow Sage 300 to connect to it.
   • 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 Sage CRM. This applies regardless of whether you use the default user (CRM) or a different logon user name.

   • Sage CRM Server Name. The default value for this field is the name of your computer. If Sage CRM and Sage 300 are installed on separate servers, enter the name of the Sage CRM server.

     If you change this field, click Sage CRM Web Services URL to update the web services URL.

   • Sage CRM Web Services URL. The web services URL includes the Sage CRM Server Name and the Sage CRM Installation Name specified on this screen. The rest of the URL is set automatically.

     For example, if the server name is 605DEV05 and the installation name is CRM09, the web services URL will be:

     http://605DEV05/CRM09/eware.dll/webservices/soap

     If you change the Sage CRM Server Name field or the Sage CRM Installation Name field, click Sage CRM Web Services URL to update the web services URL. Alternatively, you can manually change the web services URL. If you change the URL manually, ensure that the server name and installation name in the URL match the Sage CRM Server Name field and the Sage CRM Installation Name field.

3. Specify notification options:

   • Acknowledge Operations. By default, whenever a customer or vendor record is edited and saved in Sage 300, a notification window is displayed to inform the user that the update to Sage CRM 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 customer or vendor in Sage CRM. 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.