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FUNCTION CheckPostCode(PostCode$, Country$, StateCode$, City$, Zipcode$) |
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FUNCTION CloseTables() |
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FUNCTION CreateAdditionalLinks(key$, type$, companyid$) |
Called from the Maintain Relationship wizard to establish any links
required based on the changes made through the wizard.
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| Parameter | Description |
|---|
| Key$ |
[input, string] Key to the record |
| Type$ |
[input, string] record identifier, Person, Company or Addressy |
| companyID$ |
[input, string] CRM Record ID |
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FUNCTION CreateLink(key$, type$, companyID$) |
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FUNCTION CreateLink(key$, type$, companyID$, newRecord) |
Called when establishing a link from a MAS 90/200 record to an existing CRM Entity
This method creates the link information in the CU tables.
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| Parameter | Description |
|---|
| Key$ |
[input, string] Key to the record |
| Type$ |
[input, string] record identifier, Person, Company or Addressy |
| companyID$ |
[input, string] CRM Record ID |
| newRecord |
[input, boolean] flag indicating if a new link is being created. |
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FUNCTION CRMIDChanged(idType$) |
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FUNCTION DissolveLink(key$, type$) |
Called when unlinking a MAS 90/200 record from a existing CRM Entity.
This method removes the link information from the CU tables.
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| Parameter | Description |
|---|
| Key$ |
[input, string] Key to the record |
| Type$ |
[input, string] record identifier, Person, Company or Addressy |
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FUNCTION FormatCountryToCRM(countryCode$, value$) |
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FUNCTION FormatCountryToMAS(country$, value$) |
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FUNCTION FormatInactiveReasonToCRM(InactiveReasonCode$, InactiveReasonCodeDesc$) |
Called when linking a MAS 90/200 record to a CRM Entity.
This method get the description information for the CU table.
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| Parameter | Description |
|---|
| InactiveReasonCode$ |
[input, string] Key to the record |
| InactiveReasonCodeDesc$ |
[input, string] Description of Key record |
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| Returns |
Success if record found |
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FUNCTION FormatPersonToCRM(crmValue$, firstName$, lastName$) |
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FUNCTION FormatPersonToMAS(firstName$, lastName$, masValue$) |
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FUNCTION FormatPhoneNumberToCRM(MASNumber$, crmArea$, crmNum$) |
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FUNCTION FormatPhoneNumberToMAS(AreaCode$, Number$, rtnVal$) |
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FUNCTION FormatStateToMAS(state$, value$) |
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FUNCTION FormatStateToMAS(state$, value$, country$) |
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FUNCTION FormatTaxScheduleToCRM(TaxSchedule$, TaxScheduleDesc$) |
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FUNCTION FormatTermsCodeToCRM(TermsCode$, TermsCodeDesc$) |
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FUNCTION GenerateContactCode$(firstName$, lastName$) |
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FUNCTION GenerateNewCRMID(CRMFileChn, rtnCRMID$) |
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FUNCTION GenerateNewCRMID(CRMFileChn, rtnCRMID$, fileName$) |
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FUNCTION GenerateShipToCode$() |
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FUNCTION GenerateTimeStamp$() |
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FUNCTION GetAddressLinkID$(recordKey$, recordType$) |
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FUNCTION GetEmailLinkID$(recordKey$, recordType$) |
Get the EmailLinkID. If more than one link record exists, then break the link and create a new link record
Update the new link record with the values from the existing record
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| Parameter | Description |
|---|
| recordKey$ |
[input, string] Key to the Email Link record |
| recordType$ |
[input, string] record identifier, Person or Company |
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| Returns |
[string] Returns either the existing EmailLinkID$ or the newly created one |
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FUNCTION GetPhoneLinkID$(recordKey$, recordType$, PhoneType$) |
Get the PhoneLinkID. If more than one link record exists, then break the link and create a new link record
Update the new link record with the values from the existing record
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| Parameter | Description |
|---|
| recordKey$ |
[input, string] Key to the Phone Link record |
| recordType$ |
[input, string] record identifier, either Person or Company |
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| Returns |
[string] Returns either the existing PhoneLinkID$ or the newly created one |
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FUNCTION GetTaxSchedule(zipCode$, taxSchedule$) |
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FUNCTION LinkedToCRM(recordKey$, recordType$) |
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FUNCTION PromoteCompanyToCustomer(compID$, div$, cust$) |
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FUNCTION PushData() |
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FUNCTION PushData(synchronous) |
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FUNCTION PushData(synchronous, uiObject) |
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FUNCTION PushData(synchronous, uiObject, instance$) |
Pushes data back and forth to CRM
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| Parameter | Description |
|---|
| synchronous |
[input, numeric] |
| uiObject |
[input, numeric] UI where data is being pushed |
| instance$ |
[input, string] if blank or none read instance from CU_Options for current company |
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@RETURNS [boolean] Success or Failuret
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FUNCTION PushMasData(variables$, recordKey$, recordType$, companyID$) |
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FUNCTION PushMasData(variables$, recordKey$, recordType$, companyID$, primary$) |
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FUNCTION PushMasData(variables$, recordKey$, recordType$, companyID$, primary$, noPushToCRM) |
Updates the data changed in MAS 90/200 to the CU tables
uses the Sage Integration Engine to update the the CRM database with the changes
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| Parameter | Description |
|---|
| variables$ |
[input, string] list of MAS 90/200 columns that have been updated. If null, then we are establishing a new link between MAS 90/MAS 200 and CRM |
| recordKey$ |
[input, string] Key to the record |
| recordType$ |
[input, string] record identifier, Person, Company or Address |
| companyID$ |
[input, string] CRM Company ID |
| primary$ |
[input, string] YES/NO flag indicating the Primary Contact |
| noPushtoCRM |
[input, boolean] Indicate if the data should be updated to CRM or only the Mirror Tables |
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| Returns |
[boolean] Success or Failure |
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FUNCTION SetCustomerTemplate(templateName$) |
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FUNCTION SetCustomerTemplate(templateName$, recVal$) |
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FUNCTION LOCAL CheckColumnsToSkip(valCols$, skipcols$) |
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FUNCTION LOCAL GetCRMValidationGroupMembers$() |
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FUNCTION LOCAL PERFORM InstantiateLinkObject(objName$) |
Instantiate the appropriate business object for linking the records to CRM
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| Parameter | Description |
|---|
| objName$ |
[input, string] Name of business object to be instantiated |
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| Returns |
[integer] Returns the object handle for the business object |
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FUNCTION LOCAL PERFORM OpenCountryFile() |
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FUNCTION LOCAL OpenTable(table$, path$) |
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FUNCTION LOCAL OpenTable(table$, path$, forceOpen) |
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FUNCTION LOCAL PushDataReadLine(line$, buf$) |
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FUNCTION LOCAL PushDataReadLine(line$, buf$, timeout) |
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FUNCTION LOCAL PERFORM SetCRMCompanyFields() |
Set company fields MAS_CompanyKey$, MAS_CompanyCode$, SageCRMInstanceID$
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FUNCTION LOCAL PERFORM SetKeyLength() |
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FUNCTION LOCAL PERFORM TranslateField() |
Called from the PushMASData() method for fields defined in the SY_FieldMapping.M4T table that require special formatting.
This routine handles translating the values from MAS 90/200 to the appropriate format for CRM.
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FUNCTION LOCAL UpdatePrimaryContactID(crmKey$) |
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FUNCTION LOCAL UpdatePrimaryContactID(crmKey$, noPushToCRM) |
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FUNCTION LOCAL ValidateGroupCRM() |
