Sage CRM Setup

Sage 300 ERP

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Sage CRM Setup

This form lets you choose several options for Sage 300 ERP Integration for Sage CRM. You must use this form to choose setup options when you first set up Sage CRM.

Once you have set up Sage 300 ERP Integration for Sage CRM, use this form when you want to change your selections.

To use the Sage CRM Setup form

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

    The E/W Sage CRM Setup form appears.

  2. Review and select the following connection options on the Setup form:

    • Suspend All Integration to Sage CRM. Select this option if you do not want any changes in Sage 300 ERP 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/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 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 ERP.

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

    • Suspend A/R Ship-To Addresses Integration to Sage CRM or Suspend A/P Remit-To Addresses Integration to Sage CRM. Select this option if you do not want changes to these addresses in Accounts Receivable or Accounts Payable to be reflected automatically in Sage CRM. (Note that after an installation, these two options are selected by default.)

      You can also transfer customer ship-to (or vendor remit-to) address information manually to Sage CRM using the Sage CRM import functions.

    • Sage CRM Installation Name. Ensure that the Sage CRM installation name is correct (the default is CRM).

      If you change this field, click the Sage CRM Web Services URL the Web Services URL field.

    • Logon User. The default is ”CRM”. The CRM user account is created automatically within Sage CRM to allow Sage 300 ERP 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 also applies if you use a different Logon user name than the default&emdash;CRM.

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

      If you change this field, click the Sage CRM Web Services URL the Web Services URL field.

    • Web Services URL. The Web Services URL field consists of the Sage CRM Server Name field, the Sage CRM Installation Name field, and program defaults. For example: http://605DEV05/CRM09/eware.dll/webservices/soap where 605DEV05 is the server name, and CRM09 is the installation name.

      If you make changes to the Sage CRM Server Name field or the Sage CRM Installation Name field, click the Sage CRM 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 Sage CRM Server Name field and the Sage CRM 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 300 ERP, 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 to complete the setup process, and then click Close to exit.
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