CRM Company Options
Show/Hide All
Enter a Sage CRM instance ID, or click the Lookup button to list all instance IDs. A Sage CRM instance ID is defined in CRM Server Options to designate a Sage CRM installation.
If an instance ID is already associated with the current company, it will be automatically selected and cannot be changed.
Allow Customer Creation from Sage CRM
Select this check box to allow Sage CRM users to create new Accounts Receivable customers for the purpose of relating them to Sage CRM companies. Clear this check box if you do not want to allow Sage CRM users to create new Accounts Receivable customers. If this check box is cleared, Sage CRM users can create relationships for Sage CRM companies only with existing Accounts Receivable customers.
Automatically Assign Customer Number
Select this check box to assign the next customer number entered in the Next Automatic Customer Number field in Accounts Receivable Options when new Accounts Receivable customers are created from Sage CRM. Clear this check box if you do not want to automatically assign the next customer number for new Accounts Receivable customers created from Sage CRM.
This check box is available only if the Allow Customer Creation from Sage CRM check box is selected, and the Auto Increment Customer Number check box is selected in Accounts Receivable Options.
Note If the Accounts Receivable Divisions check box is selected in Accounts Receivable Options, new Accounts Receivable customers created from Sage CRM are assigned the same division number as the salesperson creating the customer.
Enter the customer template to use when new Accounts Receivable customers are created from Sage CRM, or click the Lookup button to list all customer templates defined in Customer Template Maintenance. The selected customer template is used to enter required fields when new Accounts Receivable customers are created from Sage CRM or through the Relationship Management Wizard.
The Default customer template provides a set of default options for new customers.
Allow Customer Template Selection from Sage CRM
Select this check box to allow Sage CRM users to select a customer template other than the default template when creating new Accounts Receivable customers from Sage CRM. Clear this check box to allow only the default template to be used for new Accounts Receivable customers. This check box is available only if the Allow Customer Creation from Sage CRM check box is selected.
Type the Accounts Receivable customer number to use for the Sage CRM Prospects customer. The Sage CRM Prospects customer record in Sage 100 is used for all quotes created for Sage CRM companies that do not have a relationship with an Accounts Receivable customer. An entry at this field is required.
The Sage CRM Prospects customer must be a new customer. When a customer number is entered, the Customer Maintenance (On the Fly) window appears; some nonessential fields are omitted to speed data entry. Access Customer Maintenance at a later time to complete the remaining entries for the Sage CRM Prospects customer. The prospect customer information maintained in Customer Maintenance is entered by default for all Sage CRM prospect quotes in Sales Order Entry, but it can be changed.
Note If divisions are not set up and you enter ALL as a customer number to create a customer on the fly, you will not be able to enter a record for that customer in Line Item Commission Maintenance.
You can change the current prospect customer number only if there are no prospect quotes on file for the number. For more information, see Customer Relationship Management FAQs.
01-PROSPECT
Allow On-the-Fly Opportunities
Select this check box to allow users to enter opportunities on the fly from Sage CRM. Clear this check box if you do not want to allow users to enter opportunities on the fly from Sage CRM.
The Opportunity field in Create New Quote/Order defaults to *ASSIGN to indicate that the Sage CRM opportunity will be assigned when the quote/order is accepted, and changes to OTF QUOTE/ORDER.### (where ### is the quote or order number) after the quote/order is accepted in Sales Order Entry.
Update Partially Invoiced Orders in Sage CRM
Select this check box if you want changes made to partially invoiced orders in Sage 100 to be updated in Sage CRM. If you select this check box, all changes to orders in the Sales Order History file that have been partially invoiced will be reflected in Sage CRM. Clear this check box if you do not want changes to partially invoiced orders in Sage 100 to be updated in Sage CRM.
This field is available only if the Retain Sales Orders/Quotes History check box is selected in Sales Order Options.
(Automatically Create Sage CRM Records When Adding New) Customers and Primary Contact
Select this check box to automatically create a new company and default company contact in Sage CRM when a new customer and primary customer contact are created in Accounts Receivable. A relationship is automatically created between the new Sage CRM company and the new Accounts Receivable customer.
Clear this check box if you do not want to create a new Sage CRM company and default company contact when creating a new customer and primary customer contact in Accounts Receivable.
(Automatically Create Sage CRM Records When Adding New) Additional Contacts
Select this check box to automatically create a new company contact in Sage CRM when a new additional customer contact is created in Accounts Receivable. If the customer selected for the contact is related to a Sage CRM company, a relationship is automatically created between the new Sage CRM contact and the new Accounts Receivable contact.
Clear this check box if you do not want to create a new Sage CRM company contact when creating a new customer contact in Accounts Receivable.
(Automatically Create Sage CRM Records When Adding New) Ship-To Addresses
Select this check box to automatically create a company address in Sage CRM when a new additional customer ship-to address is created in Accounts Receivable. If the customer selected for the ship-to address is related to a Sage CRM company, a relationship is automatically created between the new Sage CRM address and the new Accounts Receivable ship-to address.
Clear this check box if you do not want to create a new Sage CRM company address when creating a new customer ship-to address in Accounts Receivable.
Enter the UNC path for the folder in which you want to store PDF files generated in Sage CRM Quick Order Entry. Click the Browse Folder button to locate the folder.
This field is not available for Sage 100 Standard.
\\crmserver\SageCRMReports\ABC
Type the URI to use for viewing PDF files generated in Sage CRM Quick Order Entry in a browser window. The URI should point to the same location entered in the Reports Folder field.
This field is not available for Sage 100 Standard.
http://crmserver/SageCRM/SageCRMReports/ABC
© Sage Group plc 2019. Privacy Policy | Copyright/Trademarks