CRM integration fails and you need to remove the integration.
Data migration or company conversion generates CRM-related errors.
Sage CRM no longer integrates with Sage 100.
You want to remove and recreate the integration.
Older upgrade data created duplicate or phantom CRM instances.
Legacy CRM records carried forward during migration or conversion.
Older Sage 100 versions stored CRM integration data differently. Legacy records can remain after upgrades and interfere with current CRM integration settings.
EXAMPLE:
Individual CRM folders located in \MAS90\MAS_xxx Company folders (where xxx is the company code). (These folders will be listed with the prefix CU: \MAS90\MAS_ABC\CUABC\ as an example.) CU_options.M4T file.
CAUTION:
Don’t remove the \MAS90\CU\ Program files.
These issues can result in:
CRM integration doesn’t work although settings appear correct.
Multiple CRM Server Options instances appear.
You can’t remove CRM Server Options records.
Migration or conversion generates CRM-related errors.
Cause
Problems sometimes occur in Sage 100 with the Integration with CRM when Sage 100 data is previously migrated/converted from an older version where one or more companies had the Sage CRM module activated in the older version. This can happen unintentionally when making a copy company of a company with CRM integration activated. Before the 2013 version, the CRM module was activated in the company modules list in Sage 100.
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
Cannot remove CRM Server Options
Errors during either Migration or Conversion in a newer Sage 100 version when integration existed and wasn’t removed from the older version.
Resolution
[BCB:1:Backup warning:ECB]
Back up data and record settings
In Sage 100, open Customer Relationship Management, Main, CRM Server Options.
Record all settings or capture screenshots.
Review each instance and identify the correct configuration.
Open Customer Relationship Management, Main, CRM Company Options.
Record all settings or capture screenshots.
Back up the entire \MAS90 folder.
If using Sage 100 Premium, back up all Sage 100 SQL databases.
Back up the Sage CRM SQL database.
CAUTION:
All users should exit Sage 100 and CRM while the steps below are being performed.
Remove CRM company records from MAS_SYSTEM
Open Library Master, Utilities, Data File Display and Maintenance.
Browse to the ...\MAS90\MAS_SYSTEM folder.
Delete all records from CU_MAS_COMPANY.M4T.
A typical record resembles:
NOTE:
In Sage 100 Premium versions, use Microsoft SQL instead of Data File Display and Maintenance. Select the MAS_SYSTEM database and Run: TRUNCATE TABLE CU_MAS_Company
Remove CRM options records
Open Library Master, Utilities, Data File Display and Maintenance.
Browse to the ...\MAS90\MAS_SYSTEM folder.
Delete all records from CU_Options.M4T.
NOTE:
In Sage 100 Premium versions, use Microsoft SQL instead of Data File Display and Maintenance. Select the MAS_SYSTEM database and Run: TRUNCATE TABLE CU_OPTIONS
Delete CRM Server Options instances
Open Customer Relationship Management, Main, CRM Server Options.
Select each existing instance.
Select Delete.
Remove all instances.
Clean CRM database records
Run the following SQL commands against the Sage CRM database:
To clear CRM Server Options records, in SQL, run: TRUNCATE TABLE MAS_CRMServerOptions
To clear CRM Company records, in SQL, run: TRUNCATE TABLE MAS_Company
CAUTION:
Don’t remove files from \MAS90\CU\. Those folders contain Sage 100 program files.
Recreate CRM integration (if desired)
If you plan to uninstall and reinstall Sage CRM due to corruption, complete that process before creating a new Sage 100/CRM integration.
