How to set up CRM module/CRM Integration in Sage 100 & Sage 100 Company integration with Sage CRM

See Sage 100 Help for more details.

Description

You can set up the Customer Relationship Management module in Sage 100 to use Sage CRM software with the Accounts Receivable and Sales Order modules. Salespeople with access to Sage CRM can use Sage 100 tasks to create relationships between Accounts Receivable customers and Sage CRM companies, maintain customer and company information, and create sales orders and quotes.

Integration

• Use CRM Server Options and CRM Company Options to set up the integration between Accounts Receivable and Sage CRM. This includes determining to what extent Sage CRM salespeople can maintain company information in Sage CRM and related customer information in Accounts Receivable

Before You Begin

• Before setting up the Customer Relationship Management module, make sure you understand the concepts in Customer Relationship Management FAQs within Sage 100 Help
• The Sage CRM software must be installed and set up
• The Sage 100 ERP Integration Engine service must be running on the server; the startup type should be set to Automatic. For more information, refer to your Sage 100 ERP Installation and System Administrator's Guide.
• The Accounts Receivable and Sales Order modules must be set up in the Sage 100 company selected.

To set up Customer Relationship Management (CRM) for a company in Sage 100:

• Confirm that the Sage 100 Integration Engine is running as a service, Sage 100 Integration Engine (xxxx) where xxxx is the port number, or as an application on the Sage 100 server.

1. Create a Sage 100 user logon for use by the Integration Engine to synchronize data between Sage 100 and Sage CRM
   • The logon must have access to the Accounts Receivable and Sales Order Modules, and it must not be used by any other users

   • For more information, see Set Up Security in Sage 100 Help
2. Set up the CRM Server Options:
   1. In Sage 100, select Customer Relationship Management, Main, CRM Server Options
   2. Enter a Sage CRM instance ID and Sage CRM instance name
      • For more information, see CRM Server Options – Fields in Sage 100 Help
   3. In the Integration Server Name field, type the name of the server where the Integration Engine is located
   4. Confirm the Integration Server Port ID (default 8888)
   5. In the Sage 100 ERP User Logon field, type the user logon that you created in step 1 above ("Create a Sage 100 ERP user logon" section)
   6. Enter the Sage CRM SQL Server Name, Database Name, and Server Logon information for the SQL server where the Sage CRM database is located
      • If there is a named instance in SQL then the SQL instance name may need to be added to the SQL Server Name field, for example: \\CRMServerName\SQLInstanceName
   7. In the Allow Changes in Sage CRM to Update fields, select the type(s) of information that Sage CRM users will be allowed to change for Sage CRM companies that are related to Accounts Receivable customers
   8. In the Log Activity fields, select the types of activity to record in the CRM Activity Log
   9. Click Accept
      • When you click Accept, the Sage 100 Integration Engine automatically loads Sage CRM data to the Sage 100 system

      • Note: After options are set up, you can manually start the loading of Sage CRM data into Sage 100 by selecting Load Sage CRM Data button in this window
3. Set up the CRM Company Options
   1. In Sage 100, select Customer Relationship Management, Main, CRM Company Options
   2. Enter a Sage CRM instance ID or use the look-up to select an existing Sage CRM instance created used Sage CRM Server Options in Sage 100
      • For more information, see CRM Company Options - Fields in Sage 100 Help
   3. To allow Sage CRM users to create Accounts Receivable customers when creating relationships between Sage CRM companies and Accounts Receivable customers, select the Allow Customer Creation from Sage CRM check box
   4. If you are allowing the creation of new customers in Sage CRM, select the following options as appropriate:
      • Select the Automatically Assign Customer Number check box to assign the next new customer number entered in the Next Automatic Customer Number field in Accounts Receivable Options
      • Enter the default template to use in the Default Customer Template field
        • Customer templates are maintained in Customer Template Maintenance
      • To allow Sage CRM users to select a template other than the template entered at the Default Customer Template field, select the Allow Customer Template Selection from Sage CRM check box
   5. In the Prospect Customer Number field, type the Accounts Receivable customer number to use when Sage CRM users create a quote in Sales Order Entry for a Sage CRM prospect company (this must be an Accounts Receivable customer that does not already exist but is created in this process)
      • A Sage CRM prospect company is not related to an Accounts Receivable customer
      • For more information, see Customer Relationship Management FAQs in Sage 100 Help screens
   6. To allow users to create on-the-fly opportunities, select the Allow On-the-Fly Opportunities check box
   7. To allow Sage 100 users to create new Sage CRM companies, contacts, and/or ship-to addresses when creating relationships between Accounts Receivable customers and Sage CRM companies, select the appropriate options in the Automatically Create Sage CRM Records When Adding New fields
   8. Click Accept
4. Set up Accounts Receivable salespeople in Sage 100 with access to Sage 100 tasks from Sage CRM
   • For more information, see Set Up Salespeople for Sage CRM in Sage 100 Help
   • Once salespeople are created in Sage 100, you can use Salesperson User Mapping in Sage 100 to map the Sage 100 user to the appropriate CRM user and AR Salesperson (Customer Relationship Management, Main, Salesperson User Mapping)
5. Use the Relationship Management Wizard to create relationships between your existing Sage 100 Accounts Receivable customers/contacts/ShipToAddresses and existing Sage CRM companies/persons/addresses - or if miminal amount of records, you can manually create relationships. If a new CRM installation, use the wizard to create new CRM records for existing Sage 100 Accounts Receivable Customers (Company), Contacts (Person), and Ship-To Addresses (Address) - they will be linked when created.
   • After using the wizard to create relationships for groups of records, you can create relationships on a case-by-case basis from within individual company or customer records (using Maintain Relationship link in Sage CRM)
   • For more information, see Create Relationships Between Sage CRM and Accounts Receivable in Sage 100 Help

1. Log on to the workstation
2. Open the Control Panel and click Internet Options
3. Click the Security tab
4. Select either Local intranet or Trusted sites, and click Sites
   • If you selected Trusted sites, enter the path to the server
   • If you selected Local intranet, click Advanced, and then enter the path to the server
   • For example, if the server name is crmserver, enter the path as follows: http://crmserver