Sage Accpac ERP Integration with SageCRM 6.1

Transcription

1 SAGE ACCPAC Sage Accpac ERP Sage Accpac ERP Integration with SageCRM 6.1 Update Notice

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 Package Contents... 1 Before You Install... 2 LanPak Licenses... 2 Installing and Activating Sage Accpac ERP Integration for SageCRM Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3) to SageCRM 6.1 for Sage Accpac ERP 5.4 or Upgrading from Sage Accpac CRM 5.8 for Sage Accpac ERP 5.4 to SageCRM 6.1 for Sage Accpac ERP Upgrade to SageCRM 6.0 for Sage Accpac ERP... 9 Upgrade to SageCRM 6.1 for Sage Accpac ERP...12 Changes in Sage Accpac ERP 5.5 Integration with SageCRM User-Level Security and Database-Level Security...12 Synchronization of A/R Ship-To Address and A/P Remit-To Address...13 SageCRM Setup...13 Import Customers or Vendors...13 SageCRM Addresses and People...14 Changes to the A/R and A/P Inquiry Menus...14 Ability to View, Edit or Create A/R Receipts and Refunds...14 Ability to View, Edit or Create A/P Payments...15 Display Pending Shipments...15 Display Pending Receipts...16 Enhanced Integration between Sage Accpac ERP and SageCRM...16 More Accessibility to a Transaction s Details and Source Documents...16 Easier Creation of Sage Accpac ERP Documents...17 Accessibility to A/R Customer and A/P Vendor Information...17 Accessibility to A/R Customer Activity and A/P Vendor Activity...18 Easier Data Entry on Sage Accpac ERP Forms...18 More Sage Accpac ERP Information in SageCRM...18 More Statistical Information...18 Enhanced Filters for SelectingTransactions...19 Integration with Sage Accpac Warehouse Management System (WMS)...19 Customize the Number of Rows in a Grid...20 Changes in Sage Accpac ERP 5.4 Integration with SageCRM Integration with Sage Accpac ERP Purchase Orders...20 Integration with Sage Accpac Project and Job Costing...21 Integration with Sage Accpac Return Material Authorization (RMA)...22 Update Notice iii

4 Integration with Optional Fields New Credit/Debit Notes Lookup in the O/E Inquiry Tab Mass Update Feature in SageCRM Changes in the Sage Accpac ERP Integration (E/W) Forms Connection Method Changes From Sage Accpac ERP to SageCRM From SageCRM to Sage Accpac ERP Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM Integration with Sage Accpac ERP Vendors New Sales History in the O/E Inquiry Tab A Single CRM Installation Can Now Link to More Than One Sage Accpac ERP Company Changes to the Sage Accpac CRM Integration Module in Sage Accpac ERP Small Changes in Tab and Label Names Change to Downloading of Sage Accpac ERP Data Entry Forms Change to Synchronize Tables Import Customer and Vendors Screen Changes with Multicompany iv Sage Accpac ERP Integration with SageCRM 6.1

5 Sage Accpac ERP Integration with SageCRM 6.1 Update Notice This integration package contains the new SageCRM 6.1 for Sage Accpac ERP module, and integration components that enable SageCRM 6.1 to integrate with Sage Accpac ERP 5.5 or 5.4. Note: You must install the latest service packs for your version 5.5 (or 5.4) of System Manager and Sage Accpac ERP applications. You cannot use a mix of 5.5 and 5.4 Sage Accpac ERP modules when integrating with SageCRM. For details on system requirements, see Chapter 2 of the latest SageCRM for Sage Accpac ERP Integration Guide. New features for Sage Accpac 5.5 only If you use Sage Accpac ERP 5.4, this integration package enables you to upgrade to SageCRM 6.1, but does not provide the new features described in the later section, Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1. The new features are available only if you use Sage Accpac ERP 5.5. This update notice includes sections Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0, and Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8, which describes the changes from previous releases. Package Contents Along with this notice, the SageCRM 6.1 Integration upgrade package includes the following items. The Installation program provides the following software selections: SageCRM 6.1 for Sage Accpac ERP module Integration components, as follows: i. Sage Accpac Accounting Integration for SageCRM Note: Depending on your license, this item may be included when you install the SageCRM 6.1 for Sage Accpac ERP module. Update Notice 1

6 Before You Install It is also provided as a separate install component, in case you need to reinstall it later, as explained in the section, Adding Sage Accpac ERP Accounting Integration after SageCRM is Installed in Chapter 3 of the latest Sage Accpac ERP Integration Guide. ii. Sage Accpac ERP 5.4 Integration components (EW54A). iii. Sage Accpac ERP 5.5 Integration components (EW55A). Online documentation: Sage Accpac ERP Integration Update Notice Sage Accpac ERP Integration Guide You can find these and other SageCRM documents in the SageCRM\SageAccpac 6.1\Sage\Documentation folder of the Sage Accpac ERP 5.5 Installation DVD. Before You Install This update notice assumes that you are currently using Sage Accpac ERP version 5.4, or 5.5. Before you install the software included with this notice, you must have the system requirements described in Chapter 2 of the Sage Accpac ERP Integration Guide for SageCRM 6.1. For SageCRM system requirements, see the requirements in the SageCRM System Administrator Guide, and in the SageCRM Technical Specification. 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 Sage Accpac ERP Integration with SageCRM 6.1

7 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 If you are setting up SageCRM 6.1 integration with Sage Accpac ERP for the first time, skip this section and follow the detailed installation instructions in Chapters 1 to 5 in the SageCRM 6.1 for Sage Accpac ERP Integration Guide. If you are upgrading from a previous version of SageCRM for Sage Accpac ERP to SageCRM 6.1 for Sage Accpac ERP, read one of the subsections to follow that applies to you: Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3) to SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5. Upgrading from Sage Accpac CRM 5.8 for Sage Accpac ERP 5.4 to SageCRM 6.1 for Sage Accpac ERP 5.5 Note: You can install the Sage Accpac ERP 5.5 modules either before or after you install the SageCRM 6.1 for Sage Accpac ERP integration. Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3) to SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5 The following describes the installation and activation steps. 1. Back up your Sage Accpac ERP accounting data, including the shared data files in the following directories: \SITE, \USER, and \COMPANY, and back up your SageCRM data. Install latest Sage Accpac ERP service packs 2. Make sure that you have installed the latest service packs for your version 5.5 (or 5.4) of System Manager and Sage Accpac ERP applications. 3. Insert the Sage Accpac ERP 5.5A installation DVD in the drive to run the installation program. The following screen appears. Update Notice 3

8 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 Choose Install SageCRM 6.1. The following screen appears. Follow the rest of these steps only if you are upgrading your SageCRM to 6.1. If you are installing SageCRM from scratch, follow the detailed steps in Chapters 1 to 5 in the Sage Accpac ERP Integration Guide. Install SageCRM 6.1 for Sage Accpac 4. Choose the SageCRM 6.1 for Sage Accpac ERP option. To proceed to the next screen, click Next. During this installation: a. When you encounter the following screen, select the option Upgrade Previous Version of CRM, and click Next. 4 Sage Accpac ERP Integration with SageCRM 6.1

9 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 b. When you encounter the following screen, select Upgrade Your Existing Sage Accpac ERP Integration. You must upgrade this integration component for SageCRM (now or later), even if your SageCRM is already integrating with Sage Accpac ERP. Click Next. Update Notice 5

10 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 c. In the following screen, select how you are upgrading your Sage Accpac ERP. For instance: If you currently have SageCRM 6.0 integrated with Sage Accpac ERP 5.4, and are upgrading to SageCRM 6.1 with Sage Accpac ERP 5.5, then select the option, as shown in the preceding illustration. If you currently have SageCRM 6.0 integrated with Sage Accpac ERP 5.3, and are upgrading to SageCRM 6.1 with Sage Accpac ERP 5.5, then select the option. If you currently have SageCRM 6.0 integrated with Sage Accpac ERP 5.4, and are upgrading to SageCRM 6.1 integrated with Sage Accpac ERP 5.4 (that is, you are not upgrading your version of Sage Accpac ERP), then select Sage Accpac ERP stays at its current version. When you select to stay in the current version and click Next, the following screen appears: 6 Sage Accpac ERP Integration with SageCRM 6.1

11 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 Select the 5.4 version of Sage Accpac ERP, and click Next. d. Follow the instructions on the remaining screens. Install E/W component 5. If you are integrating with Sage Accpac ERP 5.5, install the Sage Accpac ERP integration (E/W) component. If you already have SageCRM 6.0 integrated with Sage Accpac ERP 5.4 and are upgrading to SageCRM 6.1 integrated with 5.4, you do not need to reinstall the E/W component, and should skip to step 6. To install the E/W component: From the Install SageCRM 6.1 for Sage Accpac ERP installation screen (shown in step 3), select Sage Accpac ERP 5.5 (or 5.4) Integration. Then follow the instructions on the ensuing screens. (If you need more details, refer to the section on installing the E/W component in Chapter 5 of the latest Sage Accpac ERP Integration Guide.) Synchronization component During the E/W component installation, a message will ask if you want to install the SageCRM Synchronization Component. If you plan to use the Web Services option as a connection method from Sage Accpac ERP to SageCRM, choose Yes. When you encounter the following screen, we recommend you choose the option to install the synchronization component for everyone. Update Notice 7

12 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 If you do not install the synchronization component now, you can install it later, using the setup forms in the SageCRM folder of Sage Accpac ERP. By default, the E/W component and the synchronization component are installed into the Sage Software\Sage Accpac folder. We recommend you install the E/W component into the same folder where Sage Accpac ERP is installed. Setup in Sage Accpac ERP 6. Open the Sage Accpac ERP desktop and activate SageCRM Integration (using Administrative Services, Data Activation). 7. On Sage Accpac ERP desktop, select the SageCRM folder. Then: a. Select SageCRM Setup and verify the settings on the form. Press F1 for more information on Setup fields. b. On each Sage Accpac ERP workstation, select SageCRM Workstation Setup, to run the setup utility. Click the Test button to test the connection between SageCRM and Sage Accpac ERP. Setup in IIS Setup in SageCRM 8. Reset your Anonymous User account in the Internet Information Services (IIS). You may also have to reconfigure server access permissions. For details, refer to Chapter 4 of the latest Sage Accpac ERP Integration Guide. 9. Open SageCRM 6.1, and do the following: a. Check your integration setup in SageCRM. Use the Administration menu, Sage Accpac Administration menu, Setup Integration. For details, refer to Chapter 6 of the latest Sage Accpac ERP Integration Guide. b. Re-synchronize the tables. Use the Administration menu, Sage Accpac Administration menu, Synchronize Tables. For details, refer to Chapter 6 of the latest Sage Accpac ERP Integration Guide. 8 Sage Accpac ERP Integration with SageCRM 6.1

13 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 c. If you are upgrading from a previous version of SageCRM integrated with Sage Accpac ERP 5.3 or earlier, you must: Re-import vendors. Use the Administration menu, Sage Accpac Administration menu, Import Vendors. For details, refer to Chapter 6 of the latest Sage Accpac ERP Integration Guide. Upgrading from Sage Accpac CRM 5.8 for Sage Accpac ERP 5.4 to SageCRM 6.1 for Sage Accpac ERP 5.5 If you are using Sage Accpac CRM 5.8, you must first upgrade to SageCRM 6.0 before you can upgrade to SageCRM 6.1. Read the next two subsections, which outline the steps to take: Upgrade to SageCRM 6.0 for Sage Accpac ERP Upgrade to SageCRM 6.1 for Sage Accpac ERP (If you need information on upgrading SageCRM, refer to the SageCRM for Sage Accpac 6.1 Upgrade Guide.) Upgrade to SageCRM 6.0 for Sage Accpac ERP 1. Obtain the software for the SageCRM 6.0 for Sage Accpac ERP integration. (You can refer to the Sage Accpac ERP Integration with SageCRM 6.0 Update Notice that accompanies the software for more details of the steps to follow in this section.) 2. On the main installation screen, choose to install version 6.0 of SageCRM (100 or 200) for Sage Accpac ERP, depending on the version you are currently using. To proceed to the next screen, click Next. 3. When you encounter the following screen, choose Upgrade Previous Version of CRM. Update Notice 9

14 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 Click Next. 4. When you encounter the following screen, choose Upgrade your existing Sage Accpac ERP Integration. Click Next. 5. When you encounter the following screen, choose Sage Accpac ERP stays at its current version. 10 Sage Accpac ERP Integration with SageCRM 6.1

15 Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 Click Next. 6. When you encounter the following screen, choose 5.4. (This is the version of Sage Accpac ERP that is currently integrated with SageCRM 5.8.) Click Next. 7. Continue with the remaining screens. 8. When you encounter the following screen, click Finish. Update Notice 11

16 Changes in Sage Accpac ERP 5.5 Integration with SageCRM Log on to SageCRM 6.0. No action is required once SageCRM opens. You can exit immediately. 10. You can now upgrade to SageCRM 6.1 for Sage Accpac ERP (see next). Upgrade to SageCRM 6.1 for Sage Accpac ERP You now install SageCRM 6.1 for Sage Accpac ERP, as described in the earlier section, Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3) to SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5. During this procedure, you will select the option when prompted for the Sage Accpac ERP upgrade path. Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 The following subsections summarize the new features available if you use version 5.5 of Sage Accpac ERP. For more details of the features, refer to the latest SageCRM for Sage Accpac ERP Integration Guide. User-Level Security and Database-Level Security On the Sage Accpac Administration menu, you can now configure two levels of security the user level and the database level. User Level. The Grant Access function has been renamed to Accpac User-Level Security. You use Accpac User-Level Security to define a user s access rights to the integrated screens, such A/R Inquiry. These 12 Sage Accpac ERP Integration with SageCRM 6.1

17 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 rights apply to all Sage Accpac ERP integrated databases except the databases specified in the new Accpac Database-Level Security function, described next. Database Level. A new security feature, Accpac Database-Level Security, enables you to define a user s access rights to the integrated screens, such A/R Inquiry, where the rights apply only to the Sage Accpac ERP integrated database that you choose. Synchronization of A/R Ship-To Address and A/P Remit-To Address You can now synchronize: The ship-to address in Sage Accpac Accounts Receivable with the A/R ship-to address in SageCRM. The remit-to address in Sage Accpac Accounts Payable with the A/P remit-to address in SageCRM. Read the next three subsections for details. SageCRM Setup On the SageCRM Setup form in Sage Accpac ERP, there are two new options: Suspend A/R Ship-To Addresses. If you clear this option, then any changes you make to a Sage Accpac customer s ship-to address and contact in Sage Accpac Accounts Receivable will be automatically reflected in SageCRM as well. Similarly, ship-to address changes you make in SageCRM will be reflected in Sage Accpac ERP. Suspend A/P Remit-To Addresses. If you clear this option, then any changes you make to a Sage Accpac vendor s remit-to address and contact in Sage Accpac Accounts Payable will be automatically reflected in SageCRM as well. Similarly, remit-to address changes you make in SageCRM will be reflected in Sage Accpac ERP. Note: Please check your options carefully on the SageCRM Setup form in Sage Accpac ERP. If you want synchronized updating of the ship-to or remit-to addresses, be sure to clear the options. Import Customers or Vendors When you use Import Customers on the Sage Accpac Administration menu, you can now choose to import customer records, or ship-to address records, or both. Similarly, when you use Import Vendors, you can choose to import vendor records, or remit-to address records, or both. Update Notice 13

18 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 SageCRM Addresses and People When you edit addresses on the SageCRM Address edit screen, you can now specify whether the address entered is an A/P Remit-To Address or an A/R Ship-To Address. When you edit contacts on the SageCRM Person edit screen, you can now specify whether the contact entered is an A/P Remit-To Contact or an A/R Ship-To Contact. Note that changes you make to ship-to (or remit-to) addresses or contacts in SageCRM are automatically reflected in Sage Accpac ERP. However, any ship-to (or remit-to) addresses or contacts that you create in SageCRM will not be automatically created in Sage Accpac ERP. Changes to the A/R and A/P Inquiry Menus The choices on the A/R Inquiry and A/P Inquiry menus have changed. In the previous version, the menu choices were Posted Transactions and Unposted Transactions. (The Unposted Transactions option in both A/R and A/P Inquiry menus displayed invoices, debit/credit notes, and interest.) Now, Unposted Transactions is called Unposted Invoices. You also have the following new menu choices: Unposted Receipts and Unposted Refunds (A/R Inquiry menu) Unposted Payments (A/P Inquiry menu) The next two sections describe the new menu choices. Ability to View, Edit or Create A/R Receipts and Refunds You can now display posted or unposted receipts (which include unapplied cash and prepayments), and refunds. 14 Sage Accpac ERP Integration with SageCRM 6.1

19 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 To display posted receipts or refunds, select Posted Transactions from the A/R Inquiry menu, to open the list screen. By default, the list screen displays all document types. To display only posted receipts or refunds, choose these options from the Document Type field of the list screen. To display unposted receipts or refunds, select the new options, Unposted Receipts and Unposted Refunds, from the A/R Inquiry menu. From the list screen that opens, you can create or edit a receipt or refund. Ability to View, Edit or Create A/P Payments You can now display posted or unposted payments (which include prepayments). To display posted payments, select Posted Transactions from the A/P Inquiry menu, to open the list screen. By default, the list screen displays all document types. To display only posted payments or prepayments, choose these options from the Document Type field of the list screen. To display unposted payments, select the new option, Unposted Payments, from the A/P Inquiry menu. From the list screen that opens, you can create or edit a payment. Display Pending Shipments The options on the O/E Inquiry menu for customers have changed. A new menu option, Pending O/E Shipments, lets you display a list of pending shipments. You can drill down a document in the list, or click its hyperlink to view the document in the Sage Accpac Order Entry form. Options to display quotes, or active/standing/future orders, have been removed from the menu, and have become options in the new Order Type field on the list screen that opens when you select All Orders from the menu. Update Notice 15

20 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 Display Pending Receipts The options on the P/O Inquiry menu for vendors have changed. New menu options let you display a list of: Pending P/O Receipts Requisitions Returns You can drill down a document in the list, or click its hyperlink to view the document in the Sage Accpac ERP form. Options to display active, standing, future, or blanket purchase orders have been removed from the menu, and have become options in the new Order Type field on the list screen that opens when you select All Purchase Orders from the menu. Enhanced Integration between Sage Accpac ERP and SageCRM Sage Accpac ERP and SageCRM integration has been enhanced in several ways so that you can quickly gain access to Sage Accpac ERP forms to create new documents or edit existing ones. More Accessibility to a Transaction s Details and Source Documents When viewing Sage Accpac ERP transactions while working in SageCRM (that is, Accounts Receivable, Accounts Payable, Purchase Orders, Order Entry, Project and Job Costing, and Return Material Authorization transactions), you will find more hyperlinks throughout the screens, that enable you to view (or edit) a selected transaction s original source documents. You will also find more drill down icons that let you view document details. For example: On the A/R (or A/P) Inquiry menu: When you select Posted Transactions and drill down a selected document in the displayed list, 16 Sage Accpac ERP Integration with SageCRM 6.1

21 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 you can click the new Document Number hyperlink to view or edit the document in the Sage Accpac ERP form. On the O/E Inquiry menu: When you select All Orders and drill down an order from the displayed list, the order detail screen that opens may have a Shipments section, where you can click the Shipment Number hyperlink that now opens the Sage Accpac O/E Shipment Entry form. You can also click the new Drill Down icon, which opens the shipment detail screen. From there, you can further drill down any invoice listed, or you can click the new Invoice Number hyperlink to view the document on the Sage Accpac O/E Invoice Entry form. For purchase orders listed from the P/O Inquiry menu, you follow a similar procedure when viewing the purchase order s Receipt section. Easier Creation of Sage Accpac ERP Documents The New button has been added to several screens, enabling you to quickly and easily create more types of Sage Accpac ERP documents while working in SageCRM. You can create new documents from most of the list screens that open when you select an option from an Inquiry menu (A/R Inquiry, O/E Inquiry, and so on), and from some drilldown screens. For instance, you can now create: A/R receipts and refunds. A/P payments. O/E shipments, invoices, and credit/debit notes. P/O receipts, invoices, credit/debit notes, returns, requisitions. Accessibility to A/R Customer and A/P Vendor Information When displaying a customer, you now have quick access to the Sage Accpac A/R Customer form, by clicking the Accpac Customer Number hyperlink located at the top right of the SageCRM screen: Similarly, the Accpac Vendor Number hyperlink is available when you are viewing a vendor. You can also click the customer hyperlink: When you drill down to view an O/E or P/O document (such as a P/O requisition, order, return, credit/debit note, and so on). Update Notice 17

22 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 In the Credit Information section of the Customer Statistics tab (or the Vendor Statistics tab). Accessibility to A/R Customer Activity and A/P Vendor Activity On the Customer Statistics tab, a new Customer Activity icon has been added to the right side of the screen, to enable quick access to the Sage Accpac A/R Customer Activity form. Similarly, for a vendor, the Vendor Statistics tab has a new Vendor Activity icon to enable quick access to the Sage Accpac A/P Vendor Activity form. Easier Data Entry on Sage Accpac ERP Forms When you create a new Sage Accpac ERP document from SageCRM, many of the details from the associated document is automatically entered on the Sage Accpac ERP form. This facilitates your entry of data on the Sage Accpac ERP form. For example, when you drill down an order from the All Orders list (from the O/E Inquiry menu), and choose to create a new shipment, then the details (such as customer number, order number, item lines) automatically display in the Sage Accpac O/E Shipment Entry form that opens. More Sage Accpac ERP Information in SageCRM More information from Sage Accpac ERP is now displayed on the document inquiry screens. For instance: Job-Related Information if you drill down a job-related A/R, A/P, O/E or P/O document, the details screen shows job information. Advanced Credit Information appears on an unposted A/R receipt with advanced credit information. Retainage Information appears if the company has elected to use Retainage Accounting in A/R or A/P setup options. On the Item Information screen (which opens when you click on a hyperlink for an item), an asterisk (*) indicates the location (or bill of materials or kit) associated with the item. More Statistical Information The Aging and Statistics tab is now called Customer (or Vendor) Statistics tab. You will now find more statistical information for a customer or vendor: 18 Sage Accpac ERP Integration with SageCRM 6.1

23 Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 The Customer Statistics tab now displays national account information for a customer who is set up with a national account. The Vendor Statistics tab now displays more complete vendor statistical information. Enhanced Filters for SelectingTransactions On the list screens (that open when you select a list option from an Inquiry menu), enhanced filters are now available to let you specify the transactions to be displayed. For example: When you select All Orders on the O/E Inquiry menu, you can now select to display only the orders that fall within the range of order dates or expected shipment dates that you specify. You can also choose the type of orders to display. When you select Posted Transactions on the A/R Inquiry menu, you can select to display only the documents that fall within the range of dates that you specify. You can also choose the type of documents to display. Integration with Sage Accpac Warehouse Management System (WMS) SageCRM now integrates with Sage Accpac Warehouse Management System (WMS). If you use Sage Accpac WMS, you can now send and receive transaction information, as follows. Purchase Orders: When you create (post) a new purchase order in SageCRM, the purchase order is sent automatically to Sage Accpac WMS. (To create a purchase order, use the P/O Inquiry menu.) After you receive the purchase order items and record the receipt in WMS, you can create (post) the receipt document while in SageCRM. To post the receipt in SageCRM: 1. Select the P/O Inquiry menu, click All Purchase Orders. 2. Drill down the selected purchase order. 3. On the detail screen that opens, click the New Receipt button. This opens the P/O Receipt Entry form, with receipt information from Sage Accpac WMS (such as quantity received) automatically entered on the form. Update Notice 19

24 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 Sales Orders: When you create (post) a new sales order in SageCRM, the sales order is sent automatically to Sage Accpac WMS. (To create a sales order, use the O/E Inquiry menu.) After you ship the sales order items and record the shipment in WMS, you can create (post) the shipment document while in SageCRM. To post the shipment in SageCRM: 1. Select the O/E Inquiry menu, click All Orders. 2. Drill down the selected sales order. 3. On the detail screen that opens, click the New Shipment button. This opens the O/E Shipment Entry form, with shipment information from Sage Accpac WMS (such as quantity shipped) automatically entered on the form. Customize the Number of Rows in a Grid You can specify the number of rows displayed in the grid of the Sage Accpac ERP integrated screens; for example, the number of rows displayed on a page of A/R unposted invoices. On the SageCRM Main Menu, choose My CRM, then the Preferences tab. In the Grid Size field, choose the number of rows to be displayed. (Note that to have access to My CRM, your User ID must be set up in the Users function to access My CRM Lists.) Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 Sage Accpac CRM has been renamed to SageCRM for Sage Accpac. The following subsections summarize the new features that were available as of version 5.4 of Sage Accpac ERP integrated with SageCRM for Sage Accpac 6.0. For more details of the features, refer to the Sage Accpac ERP Integration Guide for SageCRM that was shipped with that version. Integration with Sage Accpac ERP Purchase Orders If you use Sage Accpac Purchase Orders 5.4, SageCRM now provides a new P/O Inquiry tab that enables CRM integration with Purchase Orders. Similar to the O/E Inquiry tab, the new P/O Inquiry tab allows you to: 20 Sage Accpac ERP Integration with SageCRM 6.1

25 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 Look up vendor purchase orders, returns, credit/debit notes, and a history of items purchased. You can select a purchase order, and open it in the Sage Accpac Purchase Orders form, for viewing or editing. Create a new purchase order, using the Sage Accpac Purchase Orders entry form. Integration with Sage Accpac Project and Job Costing If you use Sage Accpac Project and Job Costing 5.4, SageCRM now provides a new P/M Inquiry tab that enables CRM integration with Project and Job Costing. For a customer, the P/M Inquiry tab provides a menu (shown as follows) that lets you list contracts of varying statuses (open, inactive, completed, and so on), contract estimates, and contract transaction history. You can also create a contract. Update Notice 21

26 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 When you list contracts for a customer, you can select one of the listed contracts and open its Sage Accpac Project and Job Costing form, for viewing or editing. For a vendor, the P/M Inquiry menu provides only the Transaction History option. Integration with Sage Accpac Return Material Authorization (RMA) If you use Sage Accpac RMA 5.4A, SageCRM now provides a new R/A Inquiry tab that enables CRM integration with Sage Accpac RMA. For a customer, the R/A Inquiry tab provides a menu (shown as follows) that lets you list active, completed, or all return authorizations. You can also create a return authorization. When you list return authorizations for a customer, you can select one of the listed return authorizations and opens its Sage Accpac RMA form, for viewing or editing. 22 Sage Accpac ERP Integration with SageCRM 6.1

27 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 For a vendor, the R/A Inquiry menu is similar, but does not provide the option to create a new return authorization. Integration with Optional Fields If you have set up optional fields for customers in Sage Accpac Accounts Receivable 5.4 (or for vendors in Sage Accpac Accounts Payable 5.4), you can now view or edit optional fields in several areas of SageCRM: A new Optional Fields tab displays the optional fields for a customer or vendor. You can edit the field values, and add (or remove) optional fields to the customer or vendor. On the Promote to Accpac tab, you can assign optional fields to the customer/vendor when you promote the customer or vendor. You can display optional fields associated with each transaction or each transaction detail. Click on any Optional Fields Yes hyperlink in documents shown on the Sage Accpac tabs (such as the Aging and Statistics tab, O/E Inquiry tab, P/O Inquiry tab, and so on). This opens another form that displays the optional fields for that transaction or detail line. You cannot edit the optional fields in that form. New Credit/Debit Notes Lookup in the O/E Inquiry Tab For Sage Accpac ERP 5.4 integration, the O/E Inquiry Menu now provides a Credit/Debit Notes choice, allowing you to look up a customer s history of credit or debit notes. Update Notice 23

28 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 Select the new Credit/Debit Notes option. This displays a list of credit/debit notes. You can select a note and display its header and detail information: Mass Update Feature in SageCRM 6.0 The Mass Update feature, described in the SageCRM 6.0 User Guide, enables you to select and update fields for a group of customers or vendors. This feature updates the fields that are stored in SageCRM but does not update the same fields stored in Sage Accpac ERP. For example, if a group consisted of Sage Accpac Customer A and SageCRM Customer B, and you used Mass Update to update the Tax Group field for the entire group, the Tax Group for both customers would be updated in SageCRM records, but not in Sage Accpac ERP, for Customer A. We recommend that you do NOT use the Mass Update feature with any Sage Accpac ERP fields, such as: 24 Sage Accpac ERP Integration with SageCRM 6.1

29 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 Address: Address fields (Address 1 to Address 4) Address: Country Address: City Address: State Address: ZIP Company: Credit Limit Company: Tax Group Company: Terms Code Company: Accpac Database ID Company: Business Company: Accpac Customer Number Company: Accpac Vendor Number Company: Company Name Company: Phone Company: Website Person: Fax Number Person: First Name Person: Last Name Person: Phone Person: Note: As an alternative to mass updating these fields for Sage Accpac customers or vendors, you can export these fields from your SageCRM group to a spreadsheet (see the SageCRM User Guide and System Administrator Guide for details), update the fields you need, then import them into Sage Accpac ERP. Changes in the Sage Accpac ERP Integration (E/W) Forms In Sage Accpac ERP 5.4, the following changes have been made to the forms in the SageCRM folder. Details are also provided in the next section, Connection Method Changes. Update Notice 25

30 Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 E/W SageCRM Setup form: The Remote Server Name field has been renamed to SageCRM Server Name. In the new SageCRM Synchronization Method field, you can choose the new option, Web Services, or leave it as COM/DCOM (the default method of past versions). E/W SageCRM Workstation Setup form: A new Test button enables you to test your connection after a workstation has been set up. Connection Method Changes In versions earlier than 6.0, you use the COM/DCOM connection to send updates from Sage Accpac ERP to SageCRM and from SageCRM to Sage Accpac ERP. If you use Sage Accpac ERP 5.4, you can now set up the connections in another way. From Sage Accpac ERP to SageCRM If you use Sage Accpac ERP 5.4, you now have the option of using Web Services instead of COM/DCOM. To do so, follow these steps. For more detailed steps, see Chapter 5 of the latest Sage Accpac ERP Integration Guide for SageCRM. 1. You must have installed the new version of the Sage Accpac ERP Integration (E/W) component 5.4B. During that installation, choose to install the CRM synchronization component (see Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 ). If you did not install the synchronization component at that time, you can install it later in workstation setup (step 5 to follow). The Web Services option requires the synchronization component. SageCRM Setup form 2. From the SageCRM folder, choose SageCRM Setup to open the E/W SageCRM Setup form. 26 Sage Accpac ERP Integration with SageCRM 6.1

31 Changes in Sage Accpac ERP 5.4 Integration with SageCRM In the SageCRM Synchronization Method field, select Web Services. This choice enables the SageCRM Web Services URL field, which consists of the SageCRM Server Name, SageCRM Installation Name, and program defaults. 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. 4. Click the SageCRM Web Services URL button, and if necessary, enter the correct SageCRM Web Services URL in the adjacent field. Note: The 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 SageCRM Installation Name field, you should click the SageCRM Web Services URL button to automatically update the corresponding portions of the URL field. Workstation Setup form 5. From the SageCRM folder, choose Workstation Setup to open the E/W CRM Workstation Setup form. If you have not yet installed the CRM synchronization component (and you had selected Web Services in the E/W SageCRM Setup form, as instructed in step 3), a dialog box will appear, to enable you to install it now. 6. To test your connection, click the new Test button on the Workstation Setup form, shown below. Update Notice 27

32 Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 From SageCRM to Sage Accpac ERP If you use Sage Accpac ERP 5.4, and are using Sage Accpac ERP.NET Web Deployment, you now have the option to use.net remoting (instead of COM/DCOM) to send information from SageCRM to Sage Accpac ERP and to open the Sage Accpac screens (such as Order Entry) from within SageCRM. To do so, follow these steps. 1. In SageCRM, choose the Administration menu, Sage Accpac Administration, Setup Integration. 2. For each company record, set the Accpac Server Name in CRM to use.net notation, in the form of net://<machinename>:9000 (where 9000 is the port used by.net remoting). 3. Download the Sage Accpac.NET Libraries to the CRM machine. To do this: On the CRM machine, open Sage Accpac ERP in browser mode (using.net Web Deployment) and sign on to a company. Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 This section describes the new features that were available in the previous release of Sage Accpac CRM 5.8 integration with Sage Accpac ERP 5.4A (released in Sage Accpac CRM Integration Patch B). The main change in Sage Accpac ERP 5.8 integration is that you now have the same integration to Sage Accpac ERP Accounts Payable that you previously had to Accounts Receivable. 28 Sage Accpac ERP Integration with SageCRM 6.1

33 Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 This means that you can promote CRM contacts to vendors in Sage Accpac ERP, look up vendor information, and edit or start Sage Accpac ERP documents. Integration with Sage Accpac ERP Vendors You can now send updates from A/P Vendors to CRM, and vice versa. You can also Promote a CRM company to an A/P Vendor Companies which are also Sage Accpac ERP vendors now have an Aging and Statistics tab which provides credit information, aging information and summary document statistics. The Address and Person screens also have an Accpac A/P Address (or Contact) checkbox New Sales History in the O/E Inquiry Tab The O/E Inquiry Menu now provides a Sales History choice, allowing you to look up the sales history of inventory items. Update Notice 29

34 Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 The screen displays information in detail and summary versions: A Single CRM Installation Can Now Link to More Than One Sage Accpac ERP Company You can now link more than one Sage Accpac ERP company to a single installation of CRM. For example, you could link both SAMLTD and SAMINC to one CRM database. Each company is stored in CRM with the Accpac database ID. To set up multiple companies: 1. In Sage Accpac ERP, activate and set up Sage Accpac ERP Integration for CRM. 2. In Sage Accpac CRM, go to the Sage Accpac Integration Administration area select New and set up the connection to each Sage Accpac ERP company you want to link to CRM. 30 Sage Accpac ERP Integration with SageCRM 6.1

35 Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 Changes to the Sage Accpac CRM Integration Module in Sage Accpac ERP The setup forms for Sage Accpac CRM can now be run in a browser, rather than only on the Sage Accpac ERP desktop. In addition, the Notification Options screen has been removed, and the options have been added to Sage Accpac CRM Setup. Small Changes in Tab and Label Names Some field names changed to match the field names used in Sage Accpac ERP. Other changes arose from rebranding ACCPAC Advantage Series to Sage Accpac ERP, and still others were the result of Accounts Payable integration (for example, the Promote to A/R tab is now called Promote to Accpac ). Change to Downloading of Sage Accpac ERP Data Entry Forms The Sage Accpac ERP data entry forms have changed so that Sage Accpac CRM integration can pick up new forms from the Sage Accpac ERP server whenever they are updated in Accounts Receivable, Accounts Payable and Order Entry service packs. Update Notice 31

36 Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 Note: You still need to run the Sage Accpac ERP Web Client at least once on each workstation where you use Sage Accpac CRM (and log in to a company database) in order to install updated Sage Accpac ERP Web Client files on the CRM workstation. Change to Synchronize Tables You must now select the Sage Accpac ERP company for which you want to synch the tables (and do it once for each Accpac company). Import Customer and Vendors When importing customers or vendors, you must select the Sage Accpac ERP company for which you want to import customers or vendors: Screen Changes with Multicompany The Find screen has a Sage Accpac ERP Database ID field to search on: 32 Sage Accpac ERP Integration with SageCRM 6.1

37 Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 The Company Summary displays the Accpac Database ID: The Promote to Customer tab is renamed to Promote to Accpac On this screen you can select which Accpac Company you want to promote the Company to, and whether you want to promote them to Customer or Vendor: Update Notice 33