Sage
CRM Instance ID
Enter a Sage CRM instance ID or click the Lookup
button to list all instance IDs. Click the Next Instance ID button to
use the next available instance ID. An instance ID must be created for
each Sage CRM installation that will be integrated with a Sage 100
company. This field accepts numeric characters only.
Instance
Name
Type a name to identify this instance ID. This
name appears only in this task and in CRM
Company Options to help identify this instance of Sage CRM.
Integration
Server Name
Type the name of the server where the Integration
Engine is located.
Integration
Server Port ID
Type the TCP/IP port to use for the server
where the Integration Engine is located.
Sage
100 User Logon
Enter the Sage 100 user logon that the
Integration Engine will use to communicate with Sage 100, or click
the Lookup button to list all user logons. The user must have access to
the Sales Order, Accounts Receivable, and Customer Relationship Management
modules. Be sure to enter a logon that will not be used by any other users;
it must be used exclusively by the Integration Engine to synchronize data
with the Sage CRM system.
There are no security access requirements for
the selected user logon. This field is available only if the Use Unified
Logon check box is cleared in System
Configuration.
Sage
CRM SQL Server Name
Type the name of the server where the SQL Server
database used by Sage CRM is located.
Sage
CRM SQL Database Name
Type the name of the Sage CRM SQL database
to integrate with Sage 100.
Sage
CRM Web Portal Address
Type the URL of the Sage CRM software installation.
The URL entered in this field is used to access Sage CRM from the Desktop.
Entry Sample
|
http://servername/CRM/eware.dll
|
SQL
Server Uses Integrated Logon
Select this check box if the Sage CRM SQL server
uses integrated Windows Authentication. If the SQL server uses a separate
administrator logon, clear this check box and then type the logon and
password in the Logon and Password fields.
Logon
Type the user logon that is used for administrative
access to the Sage CRM SQL server. This field is available only if the
SQL Server Uses Integrated Logon check box is cleared.
Password
Type the password for the Sage CRM SQL server
administrator logon. This field is available only if the SQL Server Uses
Integrated Logon check box is cleared.
(Allow
Changes in Sage CRM to Update) Customer Name
Select this check box to let Sage CRM users
change the names of Sage CRM companies that are related to Accounts Receivable
customers. Changes to a Sage CRM company name are automatically updated
to the related Accounts Receivable customer name.
Clear this check box if you do not want to
let Sage CRM users change the names of Sage CRM companies that are related
to Accounts Receivable customers.
Note If this check box
is cleared, Sage CRM users can still make changes to the names of Sage
CRM companies that are not related to Accounts Receivable customers.
(Allow
Changes in Sage CRM to Update) Customer Billing Address
Select this check box to let Sage CRM users
change the address used as the billing address in Sage 100 Accounts
Receivable. The changes made in Sage CRM will be automatically updated
to Sage 100.
Clear this check box if you do not want to
let Sage CRM users change the Accounts Receivable billing address within
Sage CRM.
Note If this
check box is cleared, Sage CRM users can still make changes to the default
address for Sage CRM companies that are not related to Accounts Receivable
customers.
(Allow
Changes in Sage CRM to Update) Customer Contacts Related to Primary
People
Select this check box to let Sage CRM users
make changes to the information for a Sage CRM default (primary) person
who is related to an Accounts Receivable customer contact. Changes to
the default person's information are automatically updated to the related
Accounts Receivable customer contact record.
Clear this check box if you do not want to
let Sage CRM users change information for a default person who is related
to an Accounts Receivable customer contact. Sage CRM users will still
be able to change information for a default person who is not related
to an Accounts Receivable customer contact.
Note Even if this check
box is cleared, the "Set as default person for company" check
box in Sage CRM is available for all people who are related to Accounts
Receivable contacts, and selecting it will not affect whether that person
is the primary contact in Accounts Receivable. The Sage CRM company's
default person is not necessarily the same individual selected as the
primary customer contact in Accounts Receivable.
(Allow
Changes in Sage CRM to Update) Customer Contacts Related to Other
People
Select this check box to let Sage CRM users
make changes to information for Sage CRM people (other than the default
person) who are related to Accounts Receivable customer contacts. Changes
to information for a Sage CRM person are automatically updated to the
related Accounts Receivable customer contact record.
Clear this check box if you do not want to
let Sage CRM users change information for Sage CRM people who are related
to Accounts Receivable customer contacts. Sage CRM users will still be
able to change information for Sage CRM people who are not related to
Accounts Receivable customer contacts.
Note Even if
this check box is cleared, the "Set as default person for company"
check box is available for people who are related to Accounts receivable
customer contacts.
(Allow
Changes in Sage CRM to Update) Customer Ship-To Addresses
Select this check box to let Sage CRM users
change Sage CRM company addresses that are related to Accounts Receivable
customer ship-to addresses. Changes to a Sage CRM company address are
automatically updated to the related Accounts Receivable customer ship-to
address.
Clear this check box if you do not want to
let Sage CRM users change Sage CRM company addresses that are related
to Accounts Receivable customer ship-to addresses.
Note If this
check box is cleared, Sage CRM users can still change Sage CRM company
addresses that are not related to Accounts Receivable customer ship-to
addresses.
(Log
Activity) Sage CRM Record Creation
Select this check box to create a log entry
in the CRM Activity Log
when a Sage CRM company, contact, or address is created from an Accounts
Receivable customer, contact, or address. Clear this check box if you
do not want to create a log record in the CRM Activity Log when a Sage
CRM record is created from an Accounts Receivable customer, contact, or
address.
Note Log entries are
not created for new Sage CRM companies, contacts, or addresses that are
not related to Accounts Receivable data.
(Log
Activity) Sage CRM Note Creation
Select this check box to create a log entry
in the CRM Activity Log
when a note is written to a Sage CRM company. Notes are written whenever
a quote or sales order is created, deleted, or invoiced. Clear this check
box if you do not want to create a log record in the CRM Activity Log
when a note is written to a Sage CRM company.
(Log
Activity) A/R Record Creation
Select this check box to create a log entry
in the CRM Activity Log
when an Accounts Receivable customer, contact, or ship-to address is created
from a Sage CRM company, contact, or address. Clear this check box if
you do not want to create a log record in the CRM Activity Log when an
Accounts Receivable customer, contact, or ship-to address is created from
a Sage CRM company, contact, or address.
(Log
Activity) Synchronization
Select this check box to create a log entry
in the CRM Activity Log
when data changes in Accounts Receivable or Sage CRM and automatic synchronization
is performed.
Note The log entry does
not record the actual changes made in Accounts Receivable or Sage CRM.
To view information about field changes, make the appropriate selection
in the Customer Changes to Track field in Accounts
Receivable Options.
CRM Server Options
