Problems sometimes occur in Sage 100 ERP versions 2013 or higher with the Integration with CRM when Sage 100 data has been previously migrated and converted from an older version where one or more Sage 100 companies had the Sage CRM module unintentionally activated in the older version (for example by making a copy company of the live company).

This can create multiple phantom or incorrect CRM Server Options instances in newer Sage 100 ERP version or create blank table values in the CRM SQL Database.

Problems can also exist if in the upgrade process, Sage 100 ERP data was migrated and converted to the new version prior to Sage CRM being upgraded to the newer version.

These issues can result in:

• Non-working CRM Integration in Sage 100 although settings in CRM Server Options are correct
• Multiple CRM Server Options instances listed in newer Sage 100 ERP
• Cannot remove CRM Server Options

To resolve the issue, it is necessary to remove any CRM module data for any Sage 100 ERP companies for which the CRM module was unintentionally activated in the older version prior to migrating data.

1. Back up the newer and older Sage 100 ERP (formerly MAS90/200)
2. In the older version, select Library Master, Main, Company Maintenance for every Sage 100 ERP company and check if the Customer Relationship Management module is installed (the Customer Relationship Management module should normally only be active in one company)
3. For each company that has the Customer Relationship Management module incorrectly activated, to correct the issue you would Remove that module and data, leaving eventually only the one company that should have CRM active as showing with Customer Relationship Management module in Company Maintenance
4. Note: The above steps would need to be done prior to migration and conversion of company data to the newer Sage 100 ERP.

If migration has been completed and re-migration is not an option, it may be necessary to remove the existing CRM Server Options and Company Options in the new Sage 100 and start over in settings:

1. In the newer Sage 100, copy details of the CRM Server Options (Customer Relationship Management, Main, CRM Server Options) or take a screen shot. You may need to check several instances to get correct details.
2. In the newer Sage 100 ERP, copy details of the CRM Company Options (Customer Relationship Management, Main, CRM Company Options) or take a screen shot
3. Backup the entire \\MAS90 folder for Sage 100
4. Backup the CRM SQL database within Microsoft SQL
   • Warning: All users should exit Sage 100 and CRM while steps below are being performed, they must be out for Rebuild CRM (rebuild of mirror tables) to run
5. In the newer Sage 100 Standard or Advanced, using Library Master, Utilities, Data File Display and Maintenance, remove the records from CU_MAS_COMPANY.M4T for all instances.
   • The record should look like:
     Key=[00011] "SageCRMInstanceID:MAS_CompanyID"
     1 SageCRMInstanceID$.. [0001]
     2 MAS_CompanyID$...... [1]
     3 MAS_CompanyName$.... [ABC Distribution and Service Corp.]
     4 MAS_CompanyKey$..... [0000000001]
     5 MAS_CompanyCode$.... [ABC]
     6 DateTimeStamp$...... [2014-07-29T00:49:46.718]
     7 Updated$............ [N]
     8 ComputerName$....... [machine]
   • Note: In Sage 100 Premium, you can Truncate Table CU_MAS_Company under the MAS_SYSTEM database (backup the database before making changes) OR you can Edit the table CU_MAS_Company and clear the values.
6. In the newer Sage 100 Standard or Advanced, using Library Master, Utilities, Data File Display and Maintenance, remove the records from CU_Options.M4T for all companies
   • Note: if Sage 100 Premium then you can Truncate Table CU_Options under MAS_SYSTEM database (backup the database before machine changes) OR you can Edit the table CU_Options and clear the values.
7. In the new Sage 100 select Customer Relationship Management, Main, CRM Server Options and choose Delete for all existing instances
8. Clean up the SQL table entries for Sage 100 ERP Server and Company options:

9. • Using a SQL command, Truncate the table MAS_CRMServerOption

   • • Truncate Table MAS_CRMServerOptions

   • Using a SQL command, Truncate the table MAS_Company

   • • Truncate Table MAS_Company

10. Set up a new instance using Customer Relationship Management, Main, CRM Server Options which matches the server and database information you want to link together (you can use the screen shot you saved earlier or notes for reference)
11. If you click Accept to CRM Server Options it should prompt for a Rebuild of Mirror Tables (Rebuild CRM)
12. You can select OK to continue now or manually run the Rebuild CRM separately
    • To run the Rebuild CRM utility within Sage 100 ERP: select Customer Relationship Management, Utilities, Rebuild CRM (this will rebuild the CU files inside ...\MAS90\MAS_SYSTEM folder)
13. Sage 100 ERP Integration Engine will need to be stopped for Rebuild CRM to continue
    • Note: all users must be out of CRM and Sage 100 in order to do a Rebuild CRM
14. Once Rebuild CRM (mirror tables) is complete then you can restart the Sage 100 Integration Engine
15. Test that the Load Sage CRM Data works by selecting Customer Relationship Management, Main, CRM Server Options, and selecting Load Sage CRM Data
16. If the Load Sage CRM Data works then continue, if not then you will need to correct the settings so that the integration will communicate. If you receive an error check the Knowledgebase for that error message.
17. In the newer Sage 100 ERP, set up the Company Options for the correct company:
    1. Select the correct company in Sage 100 ERP
    2. Select Customer Relationship Management, Main, CRM Company Options
    3. Set up the correct options for this company

Setting up CRM Server Options and CRM Company Options in Sage 100 ERP with the Rebuild CRM complete should populate the following values, which you can confirm:

• In CRM SQL database: values should now be correct in the MAS_CRMServerOptions and MAS_Company tables
  • in SQL, type: Select * from MAS_CRMServerOptions
  • in SQL, type: Select * from MAS_Company
• In Sage 100: values should be correct in the following files: (these can be confirmed via Data File Display and Maintenance)
  • ...\MAS90\MAS_System\CU_CRMServerOptions
  • ...\MAS90\MAS_System\CU_MAS_Company
  • ...\MAS90\MAS_System\CU_Options
  • ...\MAS90\MAS_System\CU_Company

Follow the remainder steps in the Related Resource "How to setup Customer Relationship Management (CRM) Integration" - such as Salesperson User Mapping, Relationship Management Wizard, etc.