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Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide i
Sage ERP Accpac Online 5.6
Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: December 1, 2010)
Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important information and instructions on how you can get started. These helpful tips have all the answers to the most common questions and will help your users fully utilize the benefits of Sage ERP Accpac Online.
ii Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
© Copyright 2010 Sage Technologies Limited, publisher of this work. All rights reserved.No
part of this documentation may be copied, photocopied, reproduced, translated,
microfilmed, or otherwise duplicated on any medium without prior written consent of Sage
Technologies Limited. Use of the software programs described herein and this
documentation is subject to the End User License Agreement enclosed in the software
package, or accepted during system sign-up. Sage and the Sage logo are registered
trademarks or trademarks of The Sage Group PLC. All other marks are trademarks or
registered trademarks of their respective owners.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide iii
Contents
Chapter 1: Introduction .......................................... 1-1
What is Sage ERP Accpac Online Integration? ............................................................................. 1-1
Chapter Summary ........................................................................................................................ 1-2
Chapter 2: Getting Started .................................... 2-1
System Requirements: ........................................................................................................... 2-1
System Limitations: ................................................................................................................ 2-1
Now you can… .............................................................................................................................. 2-1
Now you have… .......................................................................................................................... 3-11
Choose Integration and Notification Options ............................................................................ 3-15
Setting up Sage ERP Accpac Workstations ................................................................................ 3-17
Now you can… ............................................................................................................................ 3-18
Chapter 3: Using SageCRM for Sage Accpac .. 3-19
Starting Sage CRM and Logging in…........................................................................................... 3-19
Synchronizing Tables ............................................................................................................ 3-23
Populating Sage CRM with Sage ERP Accpac Data .............................................................. 3-25
Working with Sage CRM for Sage ERP Accpac ........................................................................... 3-27
Company Tabs ...................................................................................................................... 3-27
Promoting a Customer or Vendor ........................................................................................ 3-29
Changing a Customer or Vendor Link ............................................................................ 3-32
Viewing O/E and P/O Transactions ...................................................................................... 3-33
View Order Entry Transactions ...................................................................................... 3-35
View Credit/Debit Notes ................................................................................................ 3-44
View O/E Pending Shipments (or P/O Pending Receipts) .............................................. 3-45
View Item Sales (or Purchase) History ........................................................................... 3-47
View Requisitions (P/O only) ......................................................................................... 3-48
View Returns (P/O only) ................................................................................................ 3-50
Viewing Customer and Vendor Aging and Statistical Information ...................................... 3-51
Viewing A/R and A/P Transactions ...................................................................................... 3-54
iv Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
A/R Posted Transactions ................................................................................................ 3-54
A/R Unposted Invoices ................................................................................................... 3-56
A/R Unposted Receipts .................................................................................................. 3-57
A/R Unposted Refunds ................................................................................................... 3-58
Viewing and Modifying Optional Fields ............................................................................... 3-59
Viewing Project and Job Costing Contracts ......................................................................... 3-60
Viewing Return Authorization Documents .......................................................................... 3-65
Sage ERP Accpac A/R and A/P Person and Address Types .................................................. 3-67
Now you can… ............................................................................................................................ 3-69
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 1–1
Chapter 1
Introduction
Thank you for choosing Sage ERP Accpac Online Hosted Services. This Resource Guide will
provide important information and instructions on how you can get started. These helpful tips
have all the answers to the most common questions and will help your users fully utilize the
benefits of hosted services.
What is Sage ERP Accpac Online Integration?
Sage CRM / Sage ERP Accpac integration provides access to back-office data and customer
information. Sage CRM 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 Sage CRM interface. Sage CRM 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 Sage CRM.
Sage CRM 6.2 can be integrated with Sage ERP Accpac version 5.5 or 5.6. This guide details
integration with version 5.6.
Chapter Summary
1–2 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
Chapter Summary
The table below gives a summary of each chapter in this guide.
Chapter Summary
1: Introduction What is Sage ERP Accpac Integration
2: Getting Started System requirements and setup
3: Using Sage CRM for Sage ERP Accpac How to configure the Sage CRM and Sage ERP
Accpac servers for Sage ERP Accpac integration.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 2–1
Chapter 2
Getting Started
In this chapter, you will learn about:
System requirements for the client workstations for accessing Sage ERP Accpac online
CRM 6.2 and Sage ERP Accpac online ERP 5.6.
System Requirements:
Windows 2000, XP or above.
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
System Limitations:
** Microsoft Office 2007 and older
** Sage ERP Accpac Online CRM Interactive Dashboard is disabled and currently non-
functional.
Now you can…
List system requirements for client workstations for accessing Sage ERP Accpac online
CRM and Sage ERP Accpac online ERP.
Installing the Citrix client…
3–2 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
Chapter 3
Installing the Citrix Client
In this chapter, you will learn about:
Installing the Citrix client.
Installing the Citrix client…
To logon to the Sage ERP Accpac Online servers, you must install the Citrix Client.
The Citrix Client Software needs to be version 9.0 or higher. If you have already been
accessing our hosted applications, you should already have the Citrix ICA Client installed.
Confirm the version. If it is a new workstation, then you will need to download and
install the Citrix client software. You will still be accessing the applications via a Citrix
session. At a later date, we will offer deployment of Citrix through the Web Interface
method. You may download the latest Citrix ICA client directly from Citrix through the
following link:
http://download2.citrix.com/FILES/en/products/hockingclients/ica32web.msi
Below are detailed steps on how to download and install the Citrix ICA Client from Sage
ERP Accpac Online.
Installing the Citrix client…
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–3
Go to the Internet browser and type http://www.sageaccpaconline.com and select Go
(or Enter.)
Installing the Citrix client…
3–4 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
Click on LOG ON (see above) to go to the logon page. Select the version option tab
which you are subscribed to
To download and install the Citrix ICA Client, click on the “If you receive a prompt to
"open or save this file" while trying to connect, you may need to install the Citrix ICA
Client software. Download the Citrix ICA Client from here.” link on the right side of the
page.
Installing the Citrix client…
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–5
You will get the following screen prompting you to Run or Save the Citrix Client
installation file.
Select Run to start the download.
This will begin the download…
Installing the Citrix client…
3–6 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
After the file has been downloaded, the following security warning will appear:
You will need to select Run to start the installation:
Select your Language of choice for installation.
Installing the Citrix client…
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–7
Click on Next…
Installing the Citrix client…
3–8 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
For the License Agreement, select “I accept the license agreement” and click
on Next…
Installing the Citrix client…
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–9
Click on next.
Click on next.
Installing the Citrix client…
3–10 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
When you get the following screen, the Citrix Client installation is complete:
Note: If you have previously installed the ICA Client then the wizard will ask you to
upgrade or install to another location.
You can now proceed to the Hosted Services page: www.sageaccpaconline.com
Installing the Citrix client…
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–11
Now you have…
Successfully installed the Citrix client.
Activating Sage CRM Integration with Sage ERP Accpac.
3–12 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
Chapter 4
Activating Sage CRM Integration within Sage
ERP Accpac
In this chapter, you will learn about:
How to activate Sage CRM Integration within Sage ERP Accpac and how to setup
integration and notification options.
Activating Sage CRM Integration with Sage ERP Accpac.
1. Log into the Citrix session, using the link on the logon page as shown
below… and start Sage ERP Accpac V 5.6.
2. Log on as the ADMIN user in your company database. If security is
activated in Sage ERP 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 Sage CRM
Integration, and choose Activate.
5. This opens the Sage CRM Integration Activation dialog box.
6. Enter the SageCRM Installation Name e.g. A4WXXXCMPCRM and click
on Proceed
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–13
7. You should now see the SageCRM program folder icon.
Activating Sage CRM Integration with Sage ERP Accpac.
3–14 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
8. Open the Sage CRM setup option and you will get the below dialog box. Do the necessary
changes
9. In the Sage CRM Installation Name field, enter the name of your Sage
CRM installation i.e. A4WXXXCMPCRM (“XXX” being the install name)
10. The Logon User for Sage Accpac ERP integration is
“accpaccrmuser”and the Password is “accpaccrmuser”.
11. The Sage CRM Server Name will be ODATLCRMWEB05.
12. Select Web Services from the Sage CRM Synchronization Method
dropdown.
13. Click on the Sage CRM Web Services URL button to complete the
process. The URL should show something like …
http://ODATLCRMWEB05/A4WXXXCMPCRM/eware.dll/webservices/soap
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–15
14. You can have the following checkboxes on Acknowledge operations,
Display Errors and Log Errors.
15. Click Save to complete the activation. Click Close on the Activation
window.
Once activation is finished, and you close the Data Activation window,
the Sage CRM folder is displayed on the Sage ERP Accpac desktop.
Choose Integration and Notification Options
This form also lets you choose several options for running Sage CRM with Sage ERP Accpac. You
must use this form to choose setup options when you first set up Sage CRM.
Once you have set up Sage CRM Integration, use this form when you want to change your
selections.
To use the Sage CRM Setup form:
1. Select the Sage CRM folder and choose Sage CRM Setup. 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. Choose this option if you do
not want any changes in Sage ERP Accpac to be reflected automatically in
Sage CRM.
Activating Sage CRM Integration with Sage ERP Accpac.
3–16 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
Suspend A/R Integration to Sage CRM or Suspend A/P
Integration to Sage CRM. Choose if you do not want changes in
Accounts Receivable or Accounts Payable to be reflected automatically in
Sage CRM.
Suspend A/R Ship-To Addresses Integration to Sage CRM or Suspend A/P Remit-To Addresses Integration to Sage CRM.
Choose 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.)
Note: If you change the password for the Logon user, you also need
to change the password for this user within Sage CRM.
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.
The adjacent Sage CRM Web Services URL button updates the Server
Name and Installation Name portions of the URL.
If you make changes to the Sage CRM Server Name field or the Sage CRM
Installation Name field, you should 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 ERP Accpac, 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.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–17
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.
Setting up Sage ERP Accpac Workstations
You need to run the Workstation Setup utility on any Sage ERP Accpac desktop workstation
(whether Sage ERP Accpac programs are installed locally or running from the server) that you
wish to integrate with Sage CRM
To run Workstation Setup:
1. Select the Sage CRM folder, and choose Workstation Setup.
2. The program also displays a message that informs you if the
workstation is currently set up to communicate with Sage CRM:
This does not necessarily mean that the communication connection
between Sage CRM and Sage ERP Accpac is successful.
You can test the connection, in the next step.
3. Click Close, and the following window appears:
Activating Sage CRM Integration with Sage ERP Accpac.
3–18 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
As Web Services is being used, the Web Services URL displays.
To test the connection, click the Test button.
If the Integration is successful, you will get the message below.
Now you can…
Activate Sage CRM within Sage ERP Accpac.
Set up Sage ERP Accpac workstations.
Explain notification options.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–19
Chapter 5
Using Sage CRM for Sage ERP Accpac online
In this chapter, you will learn about:
Starting Sage CRM for Sage ERP Accpac online.
Performing Sage ERP Accpac Administration tasks.
Working with Sage ERP Accpac via Sage CRM.
Starting Sage CRM and Logging in….
To start Sage CRM:
1. Go to a browser and type in http://www.sageaccpaconline.com/.
2. This will be the main website for our Sage ERP Accpac Online offerings.
Click on the LOG ON option. On the logon page, you will see version
option tabs to logon to Sage ERP Accpac Online CRM and ERP. Select
the tab with your version to logon.
Activating Sage CRM Integration with Sage ERP Accpac.
3–20 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
3. Type in your full Company name for example A4W”XXX”CMPCRM and
click on submit. You can choose to check on the “remember me next
time” option to make it easier to log in the next time.
4. If you receive the following popup box, click “Yes” to continue.
5. You should now be on the main login page for the hosted CRM
offering. Your URL should reflect your company name to the effect of
https://crm62.sageaccpaconline.com/a4wxxxcmpcrm/eware.dll/go .
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–21
You should also see that this install is “Licensed to A4WXXXCMPCRM”
(your install name)
6. Enter in your User Name and Password to login.
Activating Sage CRM Integration with Sage ERP Accpac.
3–22 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
To set up Sage ERP Accpac User integration:
1. Start Sage CRM, select the Administration menu, and select the Users
button.
2. In the Users submenu screen, select Users.
Each user is set up in the standard CRM Admin Users section (see the
User Administration chapter in the Sage CRM System Administrator Guide
for more details).
3. Use the buttons on the right hand side of the screen to search for an
existing user or add a new user. When you select an existing user, the
User Details screen is displayed.
4. Select the Change button, and edit the More User Details panel at the
bottom of the screen. (There are two More User Details panels. The
lower one contains the information that you need to edit.)
5. You need to supply a unique Sage ERP Accpac User ID and Sage ERP
Accpac Password even if security in Sage ERP Accpac has been
disabled.
6. Select each of the Sage ERP Accpac integration functions that this user
is allowed to perform. This security layer is not a replacement for the
Sage ERP Accpac security; it is simply a way to show or hide a screen.
7.
**NOTE**:
At this stage, launching UIs from Sage CRM is disabled. As such, do not
check the boxes for Company P/O UI, O/E launch UI from a Company,
Company R/A UI, Company A/R UI, Company A/P UI, Opportunity O/E UI
or Company P/M UI. Only Inquiry and Optional fields are allowed.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–23
To select integration settings:
Synchronizing Tables
The Synchronize Tables function updates Sage CRM database tables with the tables defined for
the following fields in the Sage ERP Accpac database:
Groups
Tax Groups
Terms
Currencies
The tables should be synchronized before you add any data to the system.
To synchronize tables:
1. At the Sage ERP Accpac Administration screen, choose Synchronize Tables.
The following form appears.
2. Select the Sage ERP Accpac company name.
3. Select each of the tables that you want to synchronize.
4. Click the Synchronize button.
When synchronization is completed, CRM displays the values extracted
from the Sage ERP Accpac database.
Activating Sage CRM Integration with Sage ERP Accpac.
3–24 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
5. Select Continue at the bottom of the screen to proceed.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–25
Populating Sage CRM with Sage ERP Accpac Data
The Import Customers and Import Vendors functions let you import a range of customers and
vendors from Sage ERP Accpac Accounts Receivable and Accounts Payable into Sage CRM.
To populate Sage CRM with customers and vendors:
1. At the Sage ERP Accpac Administration screen, choose either the Import
Customers button or the Import Vendors button.
The following appears (for Import Customers):
2. Select the company that you are importing from.
3. Select whether to import customer records, or ship-to address
records, or both. Similarly, when you import vendors, you can choose
to import vendor records, or remit-to address records, or both.
Note that if you choose to import ship-to addresses, you must also
import the associated customer records at the same time, unless the
customer records have already been imported into Sage CRM. For
example, if you had previously imported customers 1000 to 2000, you
can choose Import Ship-To Addresses for customers 1000 to 2000,
without choosing Import Customers.
Similarly, to import remit-to addresses, the associated vendor records
must be imported as well, unless previously imported.
Activating Sage CRM Integration with Sage ERP Accpac.
3–26 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
You use these import options in conjunction with the From/To Customer
Number (or From/To Vendor Number) fields — see the next step.
4. Enter the customer/vendor range that you want to import, or leave
the “From” field blank and the “To” field as “ZZZZZZZZZZZZ” to import
all customers/vendors.
The range applies to both the Import Customers and the Import Ship-To
Addresses fields (or Import Vendors and the Import Remit-To Addresses
fields).
If you selected only the Import Ship-To Addresses option (or only remit-
To Addresses), Sage CRM will import the addresses of the
customers/vendors that fall within the specified range. For example, if
the customer range was 1000 to 2000, Sage CRM will import the ship-to
addresses of customers 1000 to 2000.
5. Select the Import from Sage ERP Accpac button.
Note: Importing data from a large database for the first time may be
lengthy. A list of 100 customers or vendors is displayed at a time
while they are being imported.
When the process is complete, Sage CRM lists the number of
customers/vendors (and ship-to/remit-to addresses) imported and
displays a Continue button.
6. Click Continue to exit.
7. Repeat for each company.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–27
Working with Sage CRM for Sage ERP Accpac
Once Sage CRM is integrated with Sage ERP Accpac, tabs will be available for you to view or edit
Sage ERP Accpac information. The tabs are summarized below, and are described in the rest of
this guide.
Customize grids You can 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.
To do this: On the Sage CRM 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.)
Customer information
Note that when displaying a customer, you can click the Accpac Customer
Number hyperlink at the top right of the screen at any time, to open the
Sage ERP Accpac A/R Customer form to view customer information. If
displaying a vendor, you can click the Accpac Vendor Number hyperlink.
Company Tabs
The following tabs are specific to a Sage CRM system with Sage ERP Accpac Integration. These
tabs appear only if the particular company is also a customer or vendor in Sage ERP Accpac.
These tabs are displayed for a company if your System Administrator has given you the rights to
access this information.
Promote To Accpac The Promote To Accpac tab shows details from Sage ERP Accpac about an
existing customer or vendor. You can also convert a company that is only in
the Sage CRM database to a customer or to a vendor from this tab.
Activating Sage CRM Integration with Sage ERP Accpac.
3–28 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
Aging and Statistics: Customers and Vendors
The Customer (or Vendor) Statistics tab appears for both customer and
vendor records, and lets you view credit information, aging information for
outstanding amounts, the totals of all documents posted to customer or
vendor accounts, and the 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.
O/E Inquiry: Customers
The O/E Inquiry tab provides a menu allowing access to lists of orders (active,
standing, future, quotes); credit/debit notes, pending shipments, and sales
item history. You can view a document’s details, open a document for
editing, and create a new Order Entry document.
This tab also lets you view the sales history of inventory items.
A/R Inquiry: Customers
The A/R Inquiry tab provides a menu allowing access to a list of posted or
unposted Accounts Receivable documents for the selected company. These
documents come from Sage ERP Accpac.
This tab also allows you to 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 is
only displayed for companies with a Sage ERP Accpac Customer Number.
A/P Inquiry: Vendors
Like A/R Inquiry, the A/P Inquiry tab lets you review all posted or all
unposted Accounts Payable transactions, open an unposted document for
editing, and create a new vendor document in Sage ERP Accpac.
Optional Fields:
Customers and Vendors
The Optional Fields tab displays the optional fields that are defined in Sage
ERP Accpac for the customer or vendor, and lets you edit the optional fields.
P/O Inquiry: Vendors
The P/O Inquiry tab gives you access to documents from Sage ERP Accpac
Purchase Orders, such as purchase orders, requisitions, returns, credit/debit
notes, pending receipts, and a history of items purchased. You can view a
document’s details, open a document for editing, and create a new Purchase
Order document. The P/O Inquiry tab is similar to the O/E Inquiry tab.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–29
P/M Inquiry: Customers and Vendors
If you use Sage ERP Accpac Project and Job Costing, the P/M Inquiry tab
provides a menu that:
• For customers, the menu allows 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.
• For vendors, the P/M Inquiry menu only allows access to transaction
history.
R/A Inquiry: Customers and Vendors
If you use Sage ERP 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.
Promoting a Customer or Vendor
To change a company from a Prospect to a Customer or Vendor in Sage ERP Accpac, you need
to choose the Promote To Accpac tab when you are viewing the company information, and
then choose whether you are promoting to customer or to vendor.
This function checks to see if the company already exists in the Sage ERP Accpac system. If not,
you are prompted to add a unique Customer Number or Vendor Number and additional fields
required by the Sage ERP Accpac system.
To promote a company:
1. On the Main Menu, select the Find button.
2. In the Company Search screen, type in your search criteria and select
the Find button.
A list of companies matching your search criteria is displayed.
3. Click on the hypertext link of the company you want to promote.
This displays the company as the current context and displays the
Summary screen for that company.
4. Select the Promote To Accpac tab, and then choose the Sage ERP
Accpac Company, and whether you want to promote the company to
being a Sage ERP Accpac customer or vendor.
Activating Sage CRM Integration with Sage ERP Accpac.
3–30 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
For example, if promoting to a customer, the Enter … New Customer
screen is displayed.
5. Enter the details. The following table explains the standard fields.
Customer fields:
Field Description
Sage ERP Accpac
Customer Number
A 12-character unique customer number. Can be
alphanumeric.
Tax Group Type the first few letters of the Tax Group in the
field to search. This is an advanced search select
field type.
The Show Tax Classes button will display a list of
tax classes relevant to the Tax Group you have
selected.
Credit Limit Credit limit.
Customer Group Select from the list of choices in the list.
Terms Payment terms. Select from the list of choices in
the list.
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Vendor fields:
Field Description
Sage ERP Accpac
Vendor Number
A 12-character unique vendor number. Can be
alphanumeric.
Tax Group Type the first few letters of the Tax Group in the
field to search. This is an advanced search select
field type.
The Show Tax Classes button will display a list of
tax classes relevant to the Tax Group you have
selected.
Vendor Group Select from the list of choices in the list.
Terms Payment terms. Select from the list of choices in
the list.
Click the Show Tax Classes button if the new customer or vendor has an
unusual sales tax status, or if you wish to change the Tax Class.
Optional Fields (customers and vendors):
The Optional Field Values section displays all the optional fields defined
for all customers (or vendors) in a company, as configured in the Optional
Fields setup form in Sage ERP Accpac Accounts Receivable (or Accounts
Payable).
For each optional field that applies to the customer or vendor, enter a
value (or leave it blank if permissible), and select both the Value Set and
Field Exists boxes. The Field Exists box indicates that the optional field
applies to the currently displayed customer (or vendor).
For more details about editing optional fields in Sage CRM, see “Viewing
and Modifying Optional Fields,” on page 6-59.
6. When you click the Promote to Customer/Vendor button, the
Customer/Vendor Promoted to Sage ERP Accpac screen appears.
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The customer or vendor details are now available in Sage CRM and in
Sage ERP Accpac.
The Company Summary screen has also changed to reflect the
information added in the Promote Customer screen. The Customer Type,
Sage ERP 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 Sage CRM from Sage ERP Accpac
using Sage ERP Accpac Admin | Import Customers/Vendors, the Promote To Accpac tab shows
the Sage ERP 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 then Click Save.
You can use this function if you have run the Sage ERP Accpac Options’
Customer/Vendor Number Change product in Sage ERP Accpac. This
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button allows you to link the customer/vendor to the new
Customer/Vendor Number, thereby keeping all of your Sage CRM
information (such as Communications and Notes).
The Unlink this Customer/Vendor button deletes the existing Customer/Vendor Number
and displays the Enter Sage ERP Accpac details for New Customer/Vendor screen. If you
need to delete a customer or vendor in Sage ERP Accpac, but want to keep it in Sage
CRM, unlinking the customer or vendor first lets you do this.
Viewing O/E and P/O Transactions
You can view Order Entry documents within the context of a company, from the O/E Inquiry
tab. Similarly, you can also view Purchase Order documents from the P/O Inquiry tab. These
tabs are displayed only for companies with a Sage ERP Accpac customer/vendor number.
To select and view a company (customer or vendor):
1. On the Main Menu, select the Find button.
2. In the Company Search screen, type in your search criteria and select
the Find button.
A list of companies matching your search criteria is displayed.
3. Click on the hypertext link of the company whose Order Entry (or
Purchase Order) transactions you want to view.
The customer (or vendor) information appears. The O/E Inquiry tab (or P/O Inquiry tab) will be
displayed, if you have been assigned the access rights to the tabs.
When you select the customer’s O/E Inquiry tab, the O/E Inquiry Menu is displayed.
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From this menu, you can:
access functions such as item lookup, pricing templates, available inventory, printing,
posting, and so on.
Choose to list the customer’s orders, credit/debit notes, pending shipments, or a history
of items sold to the customer.
If you chose the P/O Inquiry tab
The P/O Inquiry menu, similar to the O/E Inquiry menu, enables you to list
purchase orders, requisitions, returns, credit/debit notes, pending receipts
and a history of items purchased from the vendor
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The following subsections describe how to use the features on a customer’s O/E Inquiry menu.
You would generally follow the same procedures for the features on a vendor’s P/O Inquiry
menu.
View Order Entry Transactions
This section describes the All Orders option on a customer’s O/E Inquiry tab. You would
generally follow the same procedures for the All Purchase Orders option on a vendor’s P/O
Inquiry tab. However, you would be able to view vendor receipts instead of customer
shipments.
On the O/E Inquiry menu, select All Orders.
A list of orders for the current customer is displayed.
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You can use the following features on this screen:
Filter. To refine your list of orders displayed, enter the fields in the Filter section, and click the
Filter button. For instance:
To include completed documents in the list, select the Include Completed Transactions
check box.
In the Order Type field, you can 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.
Order Number. To view an order in the list, select its Order Number hyperlink.
Drill Down. To view an order in more detail, select its Drill Down button. This opens the Order
Detail form.
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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.
The Shipments section (if any) shows all of the shipping information for the order. (Note
that 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:
9. To display a window with ship-to and bill-to address information, click
the Shipping & Billing Addresses button.
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10. If the value under Optional Fields on the header section of the Order
Detail form is Yes, click the hyperlink to view the optional fields
associated with the order, as shown below. You cannot edit the fields.
Also on the Order Detail form, you can click any Yes hyperlink in the
Optional Fields column, to view the optional fields for the order detail
line.
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11. To view more details about a location listed on the Order Detail form,
select a hyperlink in the Location column, to open the following:
12. To view more details about an item listed on the Order Detail form,
select a hyperlink in the Item column. This opens the Item Detail form. It
shows general information about the item, as well as its details at each
inventory location.
Note that 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.
In the top section of the Item Detail form, you can click any of the
hyperlinks, such as:
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• 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, if its hyperlink is Yes. This link displays more details
about the item’s optional fields.
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 is 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:
You can click any of the hyperlinks to obtain more details.
• Quantity on P/O, if not zero. This column shows the total quantity of
the item that is entered on all purchase orders for the selected
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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
13. 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 ERP Accpac O/E Shipment Entry form.
• Select the Drill Down button to 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.
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In the Shipment Information (header) section of the form, you can:
− Click the Shipping & Billing Addresses button to view the
addresses.
− Click the Shipment Number hyperlink, to view the details in the
Sage ERP Accpac O/E Shipment Entry form.
− Click the Customer Number hyperlink to view the customer details
− If the Optional Fields hyperlink (in the header section of the form)
is Yes, click the hyperlink 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
− Select any Yes hyperlink under the Optional Fields column to view
more information about the item’s optional fields.
In the Invoices section, you can:
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− Select an Invoice Number hyperlink to view the invoice details in
the Sage ERP 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 the Shipping & Billing Addresses button to view the
addresses.
You can 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 Item hyperlink,
Location hyperlink, Shipment Number hyperlink (opens the Sage
ERP Accpac O/E Shipment Entry form), and Optional Fields
hyperlink if it is Yes.
For vendors: Receipt details
14. 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.
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You can click any hyperlink on the form to view more 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.
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 view a summary of the credit or debit note, click the note’s Drill
Down button.
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You can use the following features on this screen.
− Click any active hyperlink to view more details.
For example, in the header section of the form, you can click the
Optional Fields hyperlink if it is Yes, 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 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.
(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.)
To view O/E Pending Shipments:
On the O/E Inquiry menu, click Pending Shipments.
A list of pending shipments for the current customer is displayed.
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You can use the following features on this screen:
Filter. To refine your list of displayed pending shipments, enter the fields in the Filter section,
and click the Filter button. 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 that 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 ERP 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.
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Click any active hyperlink to view more details. For example:
In the header section of the form, you can click the Optional Fields hyperlink if it is Yes,
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 ERP Accpac 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 customer’s O/E Inquiry tab (or vendor’s P/O Inquiry tab).
2. Select the Sales History option (or Purchase History on the P/O Inquiry
tab).
3. In the Filter fields, enter the criteria to retrieve the items you want to
see, and click the Filter button.
If found, a history of items sold (or purchased, if P/O Inquiry) appears
below the Filter section.
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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.
On this form, you can click any active hyperlink to display more
information.
View Requisitions (P/O only)
On the P/O Inquiry menu, click Requisitions.
A list of requisitions for the current vendor is displayed.
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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 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.
Requisition Number. To view a requisition in the list, select this hyperlink.
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 view the requisition, click the Requisition Number hyperlink.
To view vendor details, click the Vendor.
To view optional fields’ information, click the Optional Fields hyperlink if it is Yes.
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.
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To view more details about an item number or location, click its hyperlink.
View Returns (P/O only)
On the P/O Inquiry menu, click Returns.
A list of returns for the current vendor is displayed.
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 instance:
To include completed documents in the list, select the Include Completed Transactions
check box.
You can choose to display only the returns that fall within the range of dates that you
specify.
Return Number. To view a return in the list, select this hyperlink.
Drill Down. To view a return in more detail, select its Drill Down button. This opens the
following form.
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In the top section of the form:
Click the Shipping & Billing Addresses button to view the addresses.
To view the return, click the Return Number hyperlink.
To view vendor details, click the Vendor.
To view optional fields’ information, click the Optional Fields hyperlink if it is Yes.
In the Return Lines grid, 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 ERP Accpac customer or vendor number.
To view credit information for a company:
1. On the Main Menu, select the Find button.
2. In the Company Search screen, type in your search criteria and select
the Find button.
A list of companies matching your search criteria is displayed.
3. Click on the hypertext link of the company whose credit information
you want to view.
This displays the company as the current context and displays the
Summary screen for that company.
4. Select the Customer (or Vendor) Statistics tab.
The Sage ERP Accpac credit information for the current company is
displayed.
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On this screen, you can click the Customer Activity button to open the
Sage ERP Accpac A/R Customer Activity form for that customer (or click
the Vendor Activity button for a vendor).
On the Credit Information panel (top-left), you can click:
• The Customer Number hyperlink, to open the Sage ERP Accpac A/R
Customers form (or for a vendor, click the Vendor Number hyperlink
to open the Sage ERP Accpac A/P Vendors form).
• The Optional Fields hyperlink if it is Yes, to view optional fields
associated with the customer (or vendor).
• If the customer is set up with a Sage ERP Accpac A/R national account
number, you can click the National Account hyperlink to open the
Sage ERP Accpac A/R National Accounts form.
The Aging panel is at the top-right. You can edit the dates and buckets
values, and then select the Run Aging button to recalculate the results.
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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.
The Document History panel shows statistics about the customer’s (or
vendor’s) document history.
If the customer is set up with a Sage ERP Accpac A/R national account
number, then national account information is also displayed at the
bottom of the screen.
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Viewing A/R and A/P Transactions
You can view Accounts Receivable and Accounts Payable documents within the context of a
company, from the A/R or A/P Inquiry tab. These tabs are displayed only for companies with a
Sage ERP Accpac customer or vendor number.
When you select the A/R Inquiry tab, the A/R Inquiry Menu is displayed.
When you select the A/P Inquiry tab, the A/P Inquiry Menu is displayed.
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 ERP Accpac
A/R documents (such as invoices, receipts, refunds, and so on) for the currently displayed
customer.
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You can use the following features on this form:
Filter. To refine the list of documents displayed, enter the fields in the Filter section, and click
the Filter button. For instance:
To include completed documents in the list, select the Include Completed Transactions
check box.
You can choose to display only the documents that fall within the range of dates that
you specify.
In the Document Type field, you can choose the type of documents to display, or choose
to display all documents.
Document Number hyperlink. To view the details of a document, select the Document
Number hyperlink.
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.
You can click the Reference Document No. hyperlink to view the document details.
Drill Down. To view a document in more detail, select its Drill Down button. The Document
Details form is displayed. (The illustration to follow shows the form for an invoice. The form will
look different depending on the type of document.)
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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:
• On the header portion of the form, you can click the Optional Fields
hyperlink if it is Yes, to view optional fields associated with the overall
document.
• On the detail portion of the form, you can click any hyperlink. For
example, click any Yes hyperlink in the Optional Fields column, to
view optional fields associated with the document detail.
A/R Unposted Invoices
On the A/R Inquiry menu, select Unposted Invoices to display a list of unposted A/R invoices for
the currently displayed customer.
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You can use the following features on this form:
Document Number hyperlink. To view the details of a document, select this hyperlink.
Drill Down. To view a document in more detail, select its Drill Down button. The Document
Details form is displayed.
You can use the following features on this form:
View document. To view the details of a document, select the Document Number
hyperlink. This
Optional Fields hyperlink. To display optional fields’ information, click on any Yes
hyperlink under Optional Fields.
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:
View document. To view the details of a document, select the Check/Receipt No. hyperlink.
Drill Down. To view a document in more detail, select its Drill Down button. The Document
Details form is displayed.
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You can use the following features on this form:
View document. To view the details of a document, select the Document Number
hyperlink.
Optional Fields hyperlink. To display optional fields’ information, click on any Yes
hyperlink under Optional Fields.
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:
View document. To view the details of a document, select the Document Number hyperlink.
Drill Down. To view a document in more detail, select its Drill Down button. The Document
Details form is displayed.
You can use the following features on this form:
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View document. To view the details of a document, select the Edit button or the
Document Number hyperlink
Optional Fields hyperlink. To display optional fields’ information, click on any Yes
hyperlink under Optional Fields.
Viewing and Modifying Optional Fields
If you use optional fields in Sage ERP Accpac Accounts Receivable or Accounts Payable, you can
view and modify the optional fields within the context of a company, from the Optional Fields
tab. This tab is only displayed for companies with a Sage ERP Accpac customer or vendor
number, and only if you use Sage CRM 6.0 integration with Sage ERP Accpac 5.4 applications (or
higher versions).
To view optional fields for a customer or vendor:
1. Select a customer or vendor.
2. Select the Optional Fields tab.
The Sage ERP Accpac 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 ERP Accpac Accounts Receivable (or Accounts Payable).
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The Value Set and Auto Insert values reflect the values set in Sage ERP
Accpac. For descriptions of these fields, refer to the Help system in Sage
ERP Accpac.
The optional fields that apply to the currently-displayed customer (or
vendor), are marked in the Field Exists check box.
3. To edit optional fields, click the Change button to enable the fields.
4. To enter or edit a value for the optional field, enter (or edit) the value,
and then select both the Value Set and the Field Exists boxes.
You must select the Value Set box 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 ERP Accpac. If it is 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 is 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 ERP Accpac, and is for display
only. To change Auto Insert, use the Optional Fields setup form in
Sage ERP Accpac Accounts Receivable or Accounts Payable.
− Enter any Date or Number optional field in the format that is defined
in the Preferences tab of My CRM.
− Enter any Time optional field in the format hh:mm:ss.
− Changes will be reflected in Sage ERP Accpac records.
Viewing Project and Job Costing Contracts
If you use Sage ERP 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. This tab is
displayed only for companies with a Sage ERP Accpac customer or vendor number, and only if
you use Sage CRM 6.0 integration with Sage ERP Accpac 5.4 applications (or higher versions).
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–61
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.
View Contracts
On the P/M Inquiry tab for a customer, if you choose to list all contracts, a list of contracts
appears:
Note that:
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.
Activating Sage CRM Integration with Sage ERP Accpac.
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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 the fields in the Filter section, and click
the Filter button. For instance, 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.
To view more customer information, click the Customer Number.
Drill down to contract summary
• To view a summary of a contract, click the contract’s Drill Down button.
This opens the Contract Summary form, which displays contract
information and a list of projects associated with the contract.
On the Contract Summary form, you can do the following:
− To view the contract, click the Contract hyperlink.
− If the value under Optional Fields is Yes, click the hyperlink to view
the optional fields associated with the contract.
− To view customer information, click the Customer hyperlink.
Project Details − To view more details about a project, select a hyperlink in the Project
column to open the following:
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–63
The header section of the Project Detail form displays project
information. If the value under Optional Fields is Yes, click the
hyperlink to view the optional fields associated with the project. You
can also 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 ERP Accpac 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:
Activating Sage CRM Integration with Sage ERP Accpac.
3–64 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
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 is
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:
Contract with multiple customers
For a contract with projects that have been assigned multiple customers, you
will be able to 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.
Activating Sage CRM Integration with Sage ERP Accpac.
Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide 3–65
For more information about a transaction, click its Drill Down button. This opens the
Transaction Information form, which was described earlier.
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.
For more information about a resource, click an active hyperlink in the Resource
column.
Viewing Return Authorization Documents
If you use Sage ERP Accpac Return Material Authorization (RMA), you can view return
authorization documents within the context of a company, from the R/A Inquiry tab. This tab is
displayed only for companies with a Sage ERP Accpac customer or vendor number, and only if
you use Sage CRM 6.0 integration with Sage ERP Accpac 5.4 applications (or higher versions).
For a customer, the R/A Inquiry menu provides the following options:
View Return Authorizations
On the R/A Inquiry tab, you can choose to list return authorizations. The following illustrates
the form that appears when you choose to list all return authorizations for a customer:
Activating Sage CRM Integration with Sage ERP Accpac.
3–66 Sage ERP Accpac Online 5.6 and Sage Accpac CRM 6.2 Integration Guide
You can do the following on this form:
To refine your list of displayed transactions, enter the fields in the Filter section, and
click the Filter button. For instance:
− To include completed transactions in the list, select the Include
Completed Transactions check box.
− You can choose to display only the transactions that fall within the
range of dates that you specify.
Drill down to RA summary
• To view a summary of a return authorization, click the return
authorization’s Drill Down button. 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:
− To view shipping information, click the Shipping & Billing Addresses
button at the right of the form.
Activating Sage CRM Integration with Sage ERP Accpac.
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− To view the return authorization, click the Edit button at the right of
the form, or click the RA Number hyperlink.
− In the Return Authorization Information (header) section of the form,
you can click hyperlinks 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). If the Optional Fields
hyperlink is Yes, you can click it 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.
• Any Yes hyperlink in the Optional Fields column, to view optional
fields for the return authorization detail line.
Sage ERP Accpac A/R and A/P Person and Address Types
The Person and Address edit screens include a series of checkboxes where you can specify one
or more types. When Sage CRM is integrated with Sage ERP Accpac, there will be additional
Type checkboxes for contacts and addresses:
Activating Sage CRM Integration with Sage ERP Accpac.
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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, his or her contact information is synchronized between Sage CRM and Sage ERP
Accpac. 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 between Sage CRM and Sage ERP Accpac. 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).
If you need information about setting up synchronization of A/R and A/P data, refer to the
section in chapter 5 that describes the integration and notification options.