Sage Software Welding System MAS 500 User's Manual
Contents
1. Page 32 of 45 Mapped Queries Mapped queries are used to import data from the ERP system into Sage SalesLogix tables Mapped queries can be related or unrelated queries to the Sage SalesLogix Account Related queries are used to define data that is related to the Account through the Account Reference Unrelated queries are used to import general data from the ERP System into Sage SalesLogix that is not related to the Account i e defined available payment terms The data table must be selected from the list of available tables After the data query and the data table have been selected the Map button can then be used to define the field mappings of the data from the data query Sage SalesLogix ERP Link Data Query Wizard Quer Hame Customer Financial Data Table ACCOUNTFINSN CIAL s Quen Type v appe Enable Record Parsing Query Text SELECT AAD vision Customer as CustomelD AA Customer FROM 4A Customer Parent Table ACCOUNTREFERENCE v Relationships i views Add Del The field mapping grid allows the user to define the field mapping of the data selected from the query The 22 Change Field sata user can also define the key fields Destination Change Field MODIFYDATE which will be used to locate existing as ERP System Field records for updating The Source Pu Compani Eos Change Field and Destination A Change Field are used to define fields from SalesLogix and the ERP System to check2. Accounts Account Aldebaran Inc Main 818 652 2421 Type Customer ooo es aT O Division Sub Type Parent me AdHoc Query Data Viewer Dashboard Addere a Gil Open Sales Order Customer Invoices E _ Open Sak j T Company ID Expand to see Sales Order details Bil To Adar Order Number CustomerID Customer Name al POH ompary ID SOA From Sage SalesLogix Account see all customer OOOOO0OD Aldebm Aldebaran Inc 652385 Los Angeles Sales Order and Invoices gapggig23 Aldebm Aldebaran Inc C524 Los Angeles 459 Terak St i OOOOOO0244 Aldebm Aldebaran Inc T65 Los Angeles 435 Telemark St double click to view 0000000245 Aldebm Aldebaran Inc 726 Los Angeles 435 Telemark St 000000246 Alden Aldebaran Ine rer Los Angeles 498 Telemark St O00000 A001 Aldebm Aldebarsr Ing 3894 730 Los Angeles 430 Telemark St 0000000254 Aldebre Aldebarain Inc 304585 Los Angeles 455 Telemark St DOO000026S Aldebir Aldebarse lnc 36851 Los Argales 455 Telemark St 0000000271 ss Aldebm Akdebaan Inc 33e LosAngeles 438 Telemark SL GEE Aldab iret Los Angeles USA 148 Telemark St Suite 1 4vyailable Field Line Item ID ania Unt lwh Promize Ordered Picked Oty Or 1 1 44 Floppy Format Customer ID Each Rialto 6 15 2004 5 00 0 00 l Hide Customer ID Order Number Custom Show Fiker Row Bil To Addr City Bill To Addr Cou Bil To Add Linel Bill Calculaba
3. Sage Software and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc and or its affiliated entities All other trademarks are the property of their respective owners Page 45 of 45
4. gt Customer Title Ho ACCOUNT ADDRESS DESCRIPTION lt Customer Cus tID Ho ACCOUHT COHTACT COHTACTID gt Customer CRHContactID 0 Ho Page 26 of 45 ERP Data Query Wizard A data query is the definition of how Sage SalesLogix requests information from the ERP system Data Queries are specific to the ERP system but are template independent You can store this data in an ad hoc fashion for a view of data or as mapped table data relational fields tables in the Sage SalesLogix database From Sage SalesLogix select the menu Tools gt Manage gt ERP Link gt Data Query Wizard to configure how data is requested from the ERP system Lookup write Tools Outlook Window Help a ae CT Dial Phone of 2 i pT Activity Reminder ee Literature Fulfillment quipment Com Processes j Macros Welcome tothe Sage SalesLogix Maintenance e ERP Link Data Query Wizard Manage b ena Cotta ove This wizard will help guide you through the Sage SalesLogm ERP ar i j A Link data query creation maintenance process Dunng this process ake IL 6001 4 36 Client Options j quenes will be created or maintained to read data from the ERP Customize E i system to be stored into SalesLogis This data can be stored Ad Hoc Opti or as mapped table data Data queres are related to the ERP Pros System and are template independent Click the following link for additional information on cr
5. Customer C us tHame 2 Ho Function Trim Function Proper ACCOUHT ACCOUHT UC Customer C us tHame 2 Ho Function Trim Function Upper ACCOUHT ACCOUNTID gt Customer CRHCus tID Ho ACCOUNT ADDRESS ADDRES SID gt Customer CRMAddriID 0 Ho ACCOUNT ADDRESS ADDRES S1 lt gt Customer AddrLinel 0 Ho ACCOUNT ADDRESS ADDRESS lt gt Customer AddrLine 0 Ho ACCOUNT ADDRESS ADDRES S3 lt gt Customer AddrLine 0 Ho ACCOUNT ADDRESS ADDRES 54 lt gt Customer AddrLinet 0 Ho ACCOUNT ADDRESS CITY lt gt Customer Ccity 0 Ho ACCOUNT ADDRESS STATE lt gt Customer StatelD Ho ACCOUNT ADDRESS POSTALCODE lt gt Cuztomer PostalCode 0 Ho ACCOUNT MATHPHOHE lt gt Customer Phone 1 Ho Function Strip Characters ij ACCOUHT F AX lt gt Customer F ax 1 Ho Function Strip Characters j ACCOUNT EHAIL lt gt Customer EMailiddr 0 Ho ACCOUNT ADDRESS ISPRIMARY lt T 0 Ho ACCOUNT STATUS lt Ac tive Ho ACCOUNT TYPE lt Cust omer 0 Yes Condition Execute Only When SalesLogix Field ACCOUNT TYPE ACCOUNT TYPE lt Cust omer 0 Yes Condition Execute Only When SalesLogix Field ACCOUNT TYPE Prospect ACCOUNT SECCODEID lt Customer SperID 1 Ho Function Lookup Lookup Table USERFROF ILE Lookup Key EMPLOYEENUMBER Return Field USERID ACCOUNT TERRITORY lt gt Customer SalezTerritoryID 0 Ho ACCOUNT CONTACT HAMEPFL gt Cust ome r H ame 0 Ho ACCOUNT CONTACT TITLE lt
6. Right Returns right x characters from a string where x is the number of characters Parameters Length Mid Returns a portion of a string based on a supplied starting position and number of characters o Parameters Starting Position Length Translate Used to convert one string value to another for example used to convert string IN to Invoice Parameters Search String Replacement String Comma separated strings for example INCMDM Invoice Credit Memo Debit Memo ToString Converts a value to a string ToNumber Converts a value to a number ToDate Converts a value to a date Now Return the current system date and time TF lt gt YN Converts TF to YN respectively LookUp Used to retrieve a value from the SalesLogix database based ona value from the ERP System o Parameters Lookup Table Lookup Key Return Field ParseName Used to parse a single name field into First Last Middle Prefix and Suffix o Parameters Name Part 0 First 1 Last 2 Middle 3 Prefix 4 Suffix State Name Returns the complete State Name from an abbreviation Page 24 of 45 Field Mapping Conditions In some cases data should not be moved unless certain conditions apply In such cases you can apply Conditions to specify when the data should move Change Conditions by right clicking on the field and choosing Conditions In the example below the Sage SalesLogix Data Field ACCOUNT
7. Rows Determines whether collapsed rows should be printed Print Hierarchical Determines whether the grid should print its hierarchical structure or as a single table Page Margins Specifies the margin spaces of the printed page Print Prints the selected grid contents to the selected printer Preview Previews the selected grid contents ERP Views Displays a sub menu of ERP System views the user may launch into depending on ERP System security Page 37 of 45 Sites Warehouses You may define Sites within Sage SalesLogix for product inventory Sites can be created to link to the ERP Warehouses for stock status Choose Tools gt Manage gt Sites from the Sage SalesLogix menu write Tools Outlook Window Help Dial Phone 1 Eg ni Activity Reminder Literature Fulfillment 815 455 6020 Type Maintenance d Status a Processes Macros Manage Pick Lists l l Lookups 0074 36 Client Options Customize Literature Options Resources ES Manage Sites Attention Main Phone street Address City State Zip work Phone 015 459 602 S hd T ee ee T k en E linn Notes History Opportunities Ticke Lead Sources 1 0 00 O Closed Lost 0 00 Standard Problems Chatus Standard Resolutions Dashboard Options Sites ERF Link d Page 38 of 45 Once the Site is created in Sage SalesLogix it may be associated to
8. a Warehouse in the ERP system Manage Sites SEA tice agate te Paana ood 001 002 n SH cHE Edit Site Information Site Code ME Attention Main Phone pd Address Site ERP Links City ERP System ID Link Date Syne Date Master Primary ERP Compary w Add Site Link ERP Company Warehouse Code Rialto Rialto Distribution Center Primary Link Page 39 of 45 Products Items You may link ERP items to Sage SalesLogix Products to allow for accurate quotes and orders Choose Tools gt Manage gt ERP Link gt Load Refresh Products from the Sage SalesLogix menu to define this process Select the Products to link If more than one back office company is configured they will appear in the ERP Company drop down list You may also change how the product fields are mapped from this screen Load ERP Products Sel ERP Company ABC ABC Distribution and Service Corp w Display Filter All Records ki Selected Linked ltemMumber ltemDescription ProductLine Product ype 5 o O 00 HONH252 HON 2DRAWER LETTER FLE W O LK WFtA F o o G EEESC OCE e E C 100HONH254 HON 4 DRAWER LETTER FLE w 0 LK wFtA F oO o L C 100HONH254LK HON 4 DRAWER LETTER FLE W LCK wFtA Fo p W O 20850 DESKFLES caP50o mpa O o Oa O 4m550 DESK FILES t caPs0 FSA a O 5350 DESK FILE 31 2 CAP 50 FSA a ew Peres E 2 PAPER CADDY 18 w 14 D 3 H Poi Fog gt ral Ear
9. for change from the previous execution If the value of LAST_ACTWITY both fields has not changed the data oe mapping will not take place which a can increase data query performance Sage SalesLogix ERP Link Data Query Field Mapping E TemeCode Salesperson o CustomerT ype DateLast ctryity DateLastPayment CreditH old CreditLimit Sete AVG DANS _TO_Pat AvgD ayePaymentinvoice Page 33 of 45 Ad Hoc Queries Ad Hoc queries allow the user to define fast simple queries that may also have a parent child relationship with other queries The resulting data from Ad Hoc queries is stored in the SalesLogix database but in an XML format This prevents the data from being used to create SalesLogix groups or other SalesLogix functions that require the data to reside in individual fields The data from Ad Hoc queries is viewed view the Query Data Viewer described in the next section Sage SalesLogix ERP Link Data Query Wizard Query Hame Invoice History Quer Type Query Text Select from 4A_InvorceHistonHeader Parent Table ACCOUNTREFERENCE a Relationships ape ese Child Field Add Del Ad Hoc Query Data Viewer The results of the Ad Hoc queries are stored in the SalesLogix database in an XML format and the Ad Hoc queries with the Account Reference parent are displayed in the ERP Data tab ERP Data Acc
10. to maintain your company customer information while also maintaining your customer s financial accounts Simply knowing the customers name and address is not enough to beat the competition You need access to all of the communications that you have had with that potential or existing customer is vitally important in maintaining a strong customer relationship for continued sales Sage SalesLogix for Sage MAS ERP allows you to Provide Consistent Customer Records Create Invoices from CRM Service Contracts Maintain Accurate Product Information Generate Orders from CRM Opportunities Consistent Customer Record By joining Sage SalesLogix CRM with Sage MAS ERP you finally have a single view of you customers Back office customer information such as invoice history open invoices credit rating and more can now be viewed along with notes activities history and more from your CRM system This consistent customer record provides additional benefits to your entire organization e Seamless data entry end users do not have to worry about entering data in separate CRM and ERP systems e Customer information available anytime using powerful synchronization capabilities built into Sage SalesLogix many customer details are available to the mobile sales force e Complete customization using the tools provided in Sage SalesLogix developers can customize the solution to better meet the needs of their companies To achieve this customer re
11. 5 Product ERP Links ERP Gysen ID Link Date Syne Date Master Primary ERP Company 1 44 Floppy 5 3 2007 12 30 57 6 20 2007 3 00 02 No Yes Sage MAS 500 Company S04 Systems of America The Item to Product relationships allow for proper price checking during opportunity entry Adding ERP Items Currently adding Sage MAS ERP Inventory Items is not available from within Sage SalesLogix Product Inventory View inventory status across multiple warehouses for each product Manage Product P Filter Options isplay results C Name v _ Family y Uren ened Description aL statue M C ShowResuts sku y INarie Descrotion SKU Family Status Price Last ModtiedModilied By Percis Pencils Expense liens Active 0 00 5 4 2007 Adrisa 25 Base Coat Fini Metalic Grai Hardware Active 0 00 873 200 Adminetator 11 Coase Thread Brass Se SCA 100 Hardware Actie 0 00 Sa 2007 Achminishator 144 ME Floppy Drive Top brand 1 44 Floppy Hardware Active 26 00 5 4 2007 Achrimistatoy 10 100 Ether Adapter AEF 360T 10 100 Adapt Hardware Active 319 00 5 3 2007 Administrata 100 MB Zip Dnve Zp 100MB Hardware Active 119 00 5 3 2007 Adminktator 100 Standard Cable This ts Cable 00 Hardware Active 30 00 5 3 2007 Adminka 11000FT CaS UTP Cable B This ts vableFT Hardware Active 1 10 6 3 4007 Adminstrator MEE n Hand On Sale
12. ACH TX 10000 80 00 20 00 2 80 0 00 Order No Type Status ShipDate Division Customer 200 260 00 9085 06 S157553 e10 Reet Close Page 35 of 45 Right clicking on a record displays a popup menu from which the user can select several different options Available Fields e Available Fields Displays a popup window containing a Format Ship Date list of available fields which can be added to the selected Hide Ship Date rid row g Show Filter Row e Format Field Name Displayed only when a current ioni grid field is selected Allows the user to format the current column payee Total e Hide Field Name Displayed only when a current grid Ro field is selected Allows the user to hide the selected Printer Setup column Fage Setup e Show Hide Filter Row Allows the user to show or hide Print the filter row Preview e Calculations Allows the user to select Sum Average Count Min Max STD Deviation Value Count and eer ee None Calculations are shown in the Group Totals or Totals row e Layout Allows the user to select List View or Card View along with Load Save and Reset Layout and Table Captions e List View is the default grid view which lists the records e Card View displays each record on a card in the grid e Load Layout allows the user to load an existing grid layout from file e Save Layout allows the user to save the current grid layout to file e Reset Layout w
13. ERP Link Setup Wizard 5 Ed Sage MAS 500 Instance k Sage MAS 500 Instance to integrate with a Collaborations may be created with only one Sage MAS 500 instance Select the SOL Database server hosting the Sage MAS 500 database and the Sage MAS 500 database to integrate with User Hame Server BRAIN t To continue click Mest Page 14 of 45 Default Values for ERP Customers Customer Templates Customer templates are used to define the default values when new customers are created in the back office system by Sage SalesLogix You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record Customer templates can be assigned to users If a Sage SalesLogix user does not have a template assigned the DEFAULT template will be applied Sage SalesLogix ERP Link Setup Wizard Sage MAS 500 Customer Templates Create or modify the Sage MAS 500 customer templates Customer templates are used to set the default values to be used when creating a customer in Sage MAS 500 SalesLoge users can be assigned to templates but not all need to be assigned SalesLogix users not assigned to a template will be assigned to the default template Template Marne Description DEFAULT Default Customer Template To continue click Next ERP Customer Template Maintenance ERP Customer Template Maintenance defines several items required when creating a new
14. ERP customer from CRM This configuration is specific to your ERP system refer to ERP documentation for information on the options Page 15 of 45 Sage MAS 500 Customer Template Maintenance Description fi Company ID S04 Systems of America Default ltem 1 44 Floppy Customer Class Warehouse Terms Code S27 enhetsd Price Group Resale Med Chr Billing Type Open ltem Trade Discount 225 Tas Schedule SO4 S tate Credit Lirit 55000 00 Ea aiin P e Std Industry Code 8721 Salesperson Freight Method none 4 Commission Plan Ship Wia Fedex Statement Cycle 15th of Month FOR O Prepaid CB ack Hold Sales Source Trade Show Assign CRM Users to a ERP Customer Template Template users are assigned by selecting the template and clicking the Users button To assign a user to a template place a check by the name of the user This list will contain all CRM users Template Users Administrator C Georgine Ekels C Barb Hutchinson C Ken Dryden Lary Peters Lois Tomlin Lou Pizzutti C Fam Schwartz Brian McNulty C Samantha Brink Robert Cromack Jay Johnson Joan Curbough Default Values for ERP Contacts Contact Templates Similar to Customer templates Contact templates are used to define the default values when new contacts are created in the back office system by Sage SalesLogix You may assign different templates to different Sage SalesLogix users dependin
15. SAGE MAS 500 Pre Release Guide for Sage SalesLogix for Sage MAS 500 January 2008 software Your business in mind Table of Contents Product OVOIVICW csini E A EREATARA AAEE EAEE 2 Avala DN yide EE EE EE RESET 3 COMPAD cree usncusmsusieueneusscanusacosucuaseueauuescbensueecbsmmmeeutuoas 3 Features OVEFVICW sraibarra piira anra SEENE EREEREER OREO OREAREN 4 Consistent Customer Record sssssnuunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn mnnn 4 Create Invoices from CRM Service Contracts ccseccseceeeeeeeeeeeeeeeeeeneeeeeeeeeeseeeeeeeeeeneeeeseoes 7 Accurate Product INTOMMAIOM sagaen a a Ea 8 Generate Orders from CRM Opportunities ccccssseeeccesseeeeceeneeeseesseeeseceneeesseneeeesonees 10 Setup and CONnTGUIAHON ari ni eae 12 ERP LOGIN Parameters oaii a aa a aai 13 MOTI VV IZ Al O cou aa E E a 13 CRM to ERP Field Mapping wtstediciiscttesceeinsieren tonne beahin ooocditeiwaceireteetivadeieddanedncdiaeldestianeeieeed 21 ERP D ta Query WiZard an nienleteassinelcotawiedavinictdlavewtacetadaentaacst 27 SHES WarehOUSeS sirier eaaa a A aa aaa Aa aa 38 Products NCIS noian a e a a a a ener adacueeeeans 40 Features and Comparison to Sage DynaLink scscsescccnesccennnenenensnenenenennssnenseseeenssenans 41 Freguenl yV ASked QUESTIONS eroine E 44 Product Overview Sage SalesLogix is the Customer Relationship Management CRM solution that drives sales performance in small to mid sized busi
16. TYPE must contain a value equal to Prospect before the data is moved Sage SalesLogix ERP Field Mapping Condition Sele Source System Data Field ACCOUNT TYPE Condition yt Value In this example the Sage MAS ERP CONTACT LASTNAME field cannot be blank 7 Logix Links Field Mapping Condition Sele Source System Data Field CONTACT LASTNAME al Condition lt gt ho Page 25 of 45 Reviewing Field Mapping When you have completed mapping of all fields and applied the appropriate functions and conditions you may preview the entire map and print a report of the map for future reference by using the Print Prev button a Sage SalesLogix ERP Link Field Mapping Wizard DER SalesLogi Field Direction MAS 500 Field Functions ACCOUNT ACCOUNT ACCOUNT ACCOUNT_UC ACCOUNT ACCOUNTID ACCOUNT ADDRESS ADDRES ACCOUNT ADDRESS ADDRES ACCOUNT ADDRESS ADDRES ACCOUNT ADDRESS ADDRES ACCOUNT ADDRESS ADDRES ACCOUNT ADDRESS CITY ACCOUNT ADDRESS STATE ACCOUNT ADDRESS POSTAL Condition A Customer Cust ame Customer Custhl ame Customer CAM Cust EO Customer CAMAddID Customer AddrLine Customer AddrLine Customer AddrLines Customer AddrLinet Customer City Customer StatelD OVO OOOO O O O O Customer PostalCode J Logix Link Field Mapping Template DEFAULT Type Customer Page SalesLogix Field Direction HAS 90 200 Field Functions Condition ACCOUNT ACCOUNT lt gt
17. able functions The execution of functions occur in the numerical order shown below Trim occurs first followed by Proper Several functions can be combined for complex data transformation Sage SalesLogix ERP Link Field Mapping Wizard DEFAULT Template SalesLoaix Field Direction MAS 500 Field ACCOUNT ACCOUNT_UC lt Customer Cus ACCOUNT ACCOUNTID gt Customer CR ACCOUNT ADDRESS ADDRES gt Customer CA 1 Trim ACCOUNT ADDRESS ADDRES lt gt Customer Add LTrim ACCOUNT ADDRESS ADDRES lt gt Customer Add RTrim ACCOUNT ADDRESS ADDRES lt gt Customer Add Strip ACCOUNT ADDRESS ADDRES lt gt Customer AddiLine4 Upper ACCOUNT ADDRESS CITY lt gt Customer City Lower ACCOUNT ADDRESS STATE lt gt Customer StatelD 2 Proper ACCOUNT ADDRESS POSTAL lt gt Customer PostalCode Left Right Mid Translate ToString ToNumber ToDate Now TF lt gt N Lookup ParseName State Name Available Functions include e Trim Trims leading and trailing blanks spaces e LTrim Trims leading blanks spaces e RTrim Trims trailing blank spaces e Upper Convert string to upper case e Lower Convert string to lower case Page 23 of 45 Proper Convert string to proper case based on windows settings Left Returns left x characters from a string where x is the number of characters o Parameters Length
18. and Invoice field maps will be created These field mappings are attached to the previously defined templates Any template without field mappings will be assigned to the default field Click the following link for additional information on creating field Creating and Maintaining Field Mappings Cancel Page 21 of 45 Selecting a Template The first step of the Wizard is to select which Template to configure field mappings Default templates are shown but any template may have a different field map Sage Sales_ogix ERP Link Field Mapping Wizard Template Selection Select the template to create or maintain field mappings for Select the template field map to modify Field mappings are maintained by template The DEFAULT template maps are always applied for all users Edit T emplate Name Description DEFAULT Contact Defaut Contact Template DEFAULT ee p Address Template Customer Default Customer Template e DEFAULT Default Sales Order Template irode Default inveies Taniplate To continue click Next Defining the Field Mapping We will use the Customer Template as an example for field mapping Contact Address Sales Order and Invoice templates are mapped in the same fashion Note Invoice mappings have restrictions The A R Invoice has header and line items but only header items can be mapped Line entries are strictly controlled to prevent incorrect or invali
19. axSchdlD varLustStatue Uns alesUrdamt SELECT SUM Tran mt FROM vdySalesOUrder WITH NOLOCK WHERE wdyS alesUrder Custhey vdyCustomerCusthey AND Status 1 4s OpenOrderdmt FRO P varLustStatus RIGHT OUTER JOIN tarCustomer ON varCustStatus Custhey tarCustormer Custhey LEFT OUTER JOIN tarCust ddr LEFT OUTER JOIN tors T axS chedule ON tarlust amp ddr S 7 axSchdRey tes T asSchedule S T asSchdk ep ON tarLustomer Primanwaddrey tarlustaddrAddkhey RIGHT OUTER JOIN wdyCustomer ON tarCustormer Custhey vdyCustomer Custhey LEFT OUTER JOIN tarLustPmt ON vdyCustomer Custhey tarCustP rot Custk e WHERE vdvlCustomerCustl Cust And vdyvCustomer Company iCompanylD Parent Table ACCOUNTREFERENCE wt Relationships Parent Field Child Field Add Del Page 29 of 45 Sage SalesLogix ERP Link Data Query Wizard Query Name Invoice History Query Type Guer Test Select from AA_InyoceHistornH eader Parent Table ACCOUNTREFERENCE w Relationships Parent Field Child Field Add Cancel When adding a new data query the following options are available Query Name Identifies the query and will be displayed in the ERP Data view inside the SalesLogix Client Query Type The data query must be a Mapped or Ad Hoc data query Mapped data queries require the data to be mapped to a physical table in SalesLogix Ad Hoc data queries collect and store the information in an XML format in SalesLogix Data Table Th
20. ch Contacts between the systems Contact to Contact relationships are many to many and are maintained in the ERP Link Contact Links on the SalesLogix Contact Page 5 of 45 ERP System ID Link Date Sync Date Master Primary ERP CustomerID ERP Company 741972007 11 03 42 AM 7 19 2007 11 03 47 AM Yes No ldebm Sage MAS 500 Company SOA Systems of America Relationships can be added and edited through this view wa Add Contact Link 4ccount Link Contact Jeff Cox SLs Record Owner The contact will be created using the Company Code Customer ID defined in the selected link Contact links for Sage MAS 500 are based on the Contact Name and cannot be changed Contacts may also be created in the Sage MAS 500 system automatically when the Account is refreshed depending on the options select during setup Address Maintenance You may link any address in Sage SalesLogix to an address in Sage MAS ERP from the edit address dialog ERPLinks button Address to Address relationships are one to one and maintained on each address record in Sage SalesLogix Addresses may also be created in the Sage MAS ERP system automatically when the Account is refreshed depending on the options select during setup Multiple addresses may be Edit Address linked for each Account Description Office Primary Address Address 498 Telemark St Address Suite 1100 Address 3 City Los Angeles Sta
21. cord Sage SalesLogix Accounts are seamlessly linked to Sage MAS Customers Likewise Contacts and Addresses are linked so that they remain consistent across systems This linking is simple to setup automatic to use and requires no maintenance Adding ERP Customers from CRM From Sage SalesLogix Accounts you may lookup the matching ERP Customer record to create a link You may also add ERP Customers directly from Sage SalesLogix if they do not exist as an ERP Customer The Customer will be created using the Company Code and Customer ID provided The Company Code is required and Customer ID is optional If the Customer ID is not provided the next customer number will be selected The customer will be created in the selected MAS 500 Company along with all associated addresses and contacts if selected in the setup options Page 4 of 45 or iernut American Business Futures ye x 9 6 488a 8 ac oves vee ee ee al Dashboards Accounts E li 4 3of5 P Latest Accounts Y KEY F Account American Business Futures Main tat 4 55 4757 Type Prospect G Division Fax 414 655 4788 Sub Type Parani Toll Free Status Active Sales Po i T Dashboard Adeess 2131 M 14th Street wren ab com a Indust Suite 100 f E ge Office kai Accounting Department Description of Busness ao Milwaukee WI 53205 1204 Soma Eveyone W Accounts USA Acc
22. d data Sage SalesLogix ERP Link Field Mapping Wizard Template DEFAULT Type Customer S alesLogix Field Direction MAS 500 Field me Condition ee ACCOUNT 1s Customer CustName ustomer Cust ame e E ACCOUNT ACCOUNTID Customer CRMCustID ACCOUNT ADDRESS ADDRES Customer CRMAddHD ACCOUNT ADDAESS ADDRES Customer AddhL inet BE ACOOUNTADDAESS ADDRES lt gt Culmdaine 0 O JACCOUNTADDRESS ADDRES lt gt Customer AddhLine3 o O JACCOUNT ADDRESS ADDRES lt gt Customer AddrLined aoa O C oom ACCOUNT ADDRESS STATE Customer StatelD o OF emersa o Page 22 of 45 Some notes about this setup First the Direction indicates how the data flows e lt Indicates the data flow from Sage MAS ERP into Sage SalesLogix CRM e gt Indicates the data flows from Sage SalesLogix CRM into Sage MAS ERP e lt gt indicates the record ownership will determine the direction of data flow Additionally each field link can have functions applied and or conditions enforced before the data is moved Field Mapping Functions Using the Customer Name ERP field as an example before we move the data from ERP to CRM we want to trim it of extra spaces due to way data Is stored and convert to Proper case You can see from previous screen shot that there are two fuinctions assigned These two functions can be accessed by right clicking on the field choosing Functions then choosing from avail
23. different field mappings associated depending on the complexity and needs of individual customers This section will give an overview of field mapping From Sage SalesLogix select the menu Tools gt Manage gt ERP Link gt Entity Mapping Wizard to configure Account Contact Address Sales Order and Invoice field maps Lookup write Tools Outlook Window Help an ae hi Dial Phone ag fi am a Activity Reminder Literature Fulfillment quipment Com Processes J ERP Link Field Mapping Wizard Macros Maintenance F This wizard will help guide you through the Sage 5alesLogis ERP EEE Pick Lists era Cotta Ave l Lookups ake IL 60014 36 Client Options mappings Customize j Literature Options Resources mappings for defined templates a SE Oualificatio Marketing SSS SS Oppartunit Tam Work Phone Mobile Til Competitor SAR ices Sales Prace To continue click Next Customer Customer S Contacts Notes History Opportunities Ticke Lead Sourc ed Won 0 00 O Closed Lost 0 00 Standard Problems Standard Resolutions Status Potential Dashboard Options Sites ERP Link Set Login Parameters Setup Wizard Entity Mapping Wizard Data Query Wizard Load Refresh Products Load Refresh Accounts Welcome tothe Sage SalesLogix Link field mapping process During this process Account Contact Address Sales Order
24. e Unit Cost Extersion 00000100000000 1001 HON H252 HON2DRAWERLETTERFLE W O LK EACH TX 100 0 00 0 81 48 83425 81 48 a Order No Date Type Status Ship Date Division Customer Discount Rate Discount Amt Taxable Amt Non Taxable Sales Tax Bill To Name Bil To Address 0000195 6 7 2007 S H P2007 01 ABR 0 000 80 00 1 594 05 0 00 Attic Johnson 2131 E 14th Line No ia Code Description i Tax Class Ordered Shipped Backordered Unit Price Unit Cost 00000100000000 GLOB V 3672 2 GLOBE FOLDING TABLE 36x72 EACH TX 1000 O00 000 9393 61 50 939 30 00000200000000 1001 HON H254 HON 4 DRAWER LETTER FLE W LCK EACH TX 500 0 00 0 00 130 95 8725 654 75 i Order No Status Ship Date Division Customer Discount Rate DiscountAmt TaxableAmt Non Taxable Sales Tax Bill To Name Bill To Address1 0000115 5 18 2010 S N 54812010 0 ABF 00 860 00 8 600 00 0 00 116 10 American Busine 2131 E 14th S z Line No Item Code Description Urit Tax Class Ordered Ship ped Backordered Unit Price Unit Cost Extension 00000100000000 D1400 _ EXECUTIVE DESK ENSEMBLE EACH TX 400 000 0 00 1 700 00 0 00 6 800 00 00000200000000 D1700 SECRETARY DESK ENSEMBLE EACH Tx 200 000 ses ss 900 00 000 1 800 00 Order No SF 0000153 5 1 Item Code Description S ed e 00000100000000 6657 24 20 12 SOUND CVA 24 5 W 20 D 12 H LQ EACH TR 00 200 423 00 0 00 4 00000200000000 8972 UNIVERSAL 5 1 4 DSDD FLEX DSK E
25. eating or maintaining data queries rary Work Phone Mobile il E CT To continue click Next Contacts Notes History Opportunities Ticke sed Won 0 00 U Closed Lost 0 00 Chatus Standara PSS bo Potential Dashboard Options Sites ERP Link Set Login Parameters S l Setup Wizard Entity Mapping Wizard Data Quen Wizard Load Refresh Products Load Refresh Accounts The Data Query Wizard allows the user to create and maintain data queries that will read information from the ERP system and then populate that data into SalesLogix Page 27 of 45 Sage SalesLogix ERP Link Data Query Wizard Data Query Selection Select the data query to maintain or right click to create a new data query Data quenes are Used to define additional data to be read from the ERP system and placed into SalesLogis tables Select the data guer to modify from the available guernes or right click to add a ne Edit Quen Name Customer Financials To continue click Next LJ LJ Data queries may be added edited or deleted from the right click menu or edited from the Edit button in the display grid Page 28 of 45 Logix Link Data Query Wizard au Men 2o Data Table ACCOUNTFINANCIAL Le 1 Guern Type Mapped Enable Record Parsing Guer Test SELECT TOF T vdvCustomer tarCustPmt Tran mt tarCustProt TranD ate ters T axS chedule S T
26. g on rights and values to be entered for a new customer record Contact templates can be assigned to users If a Sage SalesLogix user does not have a template assigned the DEFAULT template will be applied Page 16 of 45 Sage SalesLogix ERP Link Setup Wizard Sele Sage MAS 500 Contact Templates A Create or modify the Sage MAS 500 contract templates ht Contact templates are used to set the default values to be used when creating a contact in Sage MAS S00 SalesLogix users can be assigned to templates but not all need to be assigned SalesLogix Users not assigned to a template will be assigned to the default template Template Hame Description DEFAULT Default Contact Profile To continue click Next Page 17 of 45 Default Values for ERP Address Address Templates Similar to Customer templates Address templates are used to define the default values when new addresses are created in the back office system by Sage SalesLogix You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record Address templates can be assigned to users If a Sage SalesLogix user does not have a template assigned the DEFAULT template will be applied Sage SalesLogix ERP Link Setup Wizard Sele h Address templates are used to set the default values to be used when creating an address in Sage MAS 500 SalesLogis users can be assigned to templates but no
27. gh the Sage SalesLogix ERP Link setup process During the setup process Account Contact Address Sales Order and Invoice templates will be created These templates may be assigned to individual SalesLogix users SalesLogix user not assigned to a specific template will be assigned to the default template Click the following link for additional information on creating templates and assigning SalesLogix users to templates Creating and Maintaining Templates To continue click Next Setup ERP Selection ERP System Selection allows the user to select the ERP application that will be configured for integration with SalesLogix The ERP System s available depend on the installed plugins Page 13 of 45 Sage SalesLopix ERP Link Setup Wizard ERP System Selection Lt Select the ERP System bo link with a Select the ERP system to setup a link to from the supported ERP systems You may enable one or mor ERP system but only one ERP system link map be setup at a time Sage MAS 90 and 200 Versions 4 7 and 4 2 LJ Sage MAS 500 Versions 7 05 and 7 2 To continue click Next Select ERP Instance You must define the specific instance of the back office to connect to Sage SalesLogix A valid ERP user name and password is required to connect to each specific server and database Please note for proper configuration this must be a Sage MAS 500 User Account that does not use Application Roles Sape SalesLopix
28. iS Opened 0 days ago on 6 20 2007 0 Days snce last activity a Est Close a 32007 w Probabilly 1 EiT Accounts Slatus Opan Add to Forecast Comments We Sales Onder LJ Onder Date 6 20 2007 EE Contacts gt tomer PO 795412 Order Type Regular Order AD j Billing Shipping Order Details Mame Pasen Gl Name Cox Jeti eX Leads Accourk Account a i i i ddes a 458 Telemark St Address g 499 Telemak St re r l Opportunities E ames oS Office A rnigert Sales Order ro Ship Vie UPS J Activities i Family Price Level Dise Adj Price Qty Extended Calenda E More Tabe Notes History Activities Attachments Contacts Produ NE A Order Details Leads pens Status Account Billing Contact Shipping Contact Ship Vie Stone 130 00 Sales Ord Aldebaran Inc a g eii UPS B5412 i re sheteothabtel earnet La Insert Sales Order ee lpporbunites Edit Sales Order l E Delete ah Pos ERP Order Activites at re JPM AONsrasU ator SALE MLUWA WERN Calanda More Tabs Notes History Activities Attachments Contacts Products Competitors Summan and post into ERP on Libray Totals 130 00 hold pending approval A Poda Fami Epica wa 44 M48 Fionn Drie Harca Retail Foo Page 10 of 45 From Sage SalesLogix Opportunity Snapshot you can insert a Sales wt Asale na Laccount Aldebaran weal 1 CEK PE UFE T ARETE OF
29. ill reset the grid layout to the table schema of the displayed data e Table Captions allows the user to set the table name to be displayed in the group window e Totals Allows the user to turn Group and Grand total row on or off e Printer Setup Allows the user to select the printer to be used when the grid data is printed e Page Setup Allows the user to select page properties options to be used when the grid data is printed Print Page Setup Card Columns Per Page Print Collapsed Rowe Repeat Column Headers Print Hierarchical L Fage Size Letter w Top Bottom Left Cancel Page 36 of 45 O Fit Columns Mode Determines how the columns should be sized to fit ina page No Fit Specifies that columns should be printed as they are seen in the screen Zooming Specifies that the print document will be scaled to fit all the columns in one page Sizing Columns Specifies that columns should be resized to fit all the columns in one page Card Columns Per Page Specifies the number of card columns to print ina page Repeat Column Headers Determines whether column headers should be printed on any page or only in the first page Page Size Specifies the page size to be used when printing or previewing Available items are dependent on available page sizes of the current selected printer Page Orientation Used to specify Portrait or Landscape printing Print Collapsed
30. is option is only available for mapped queries and defines the table the data will be mapped to Enable Record Parsing The option is only available for mapped queries and defines that records created In the mapped table will be removed when they are removed from the ERP System Query Text Used to define the text of the query to execute Parent Table Defines the parent table the data is related to The items available depend upon the type of Page 30 of 45 query selected For mapped queries only ACCOUNTREFERENCE and blank are available The Parent Table for Ad Hoc queries may be ACCOUNTREFERENCE or any of the previously defined data queries When the parent table is a previously defined data query the results of the current query will be displayed as a child table in the data viewer lf the parent table selected is another data query the parent child relationship must be created The parent child relations define how the parent table is related to the current query Sage SalesLogix ERP Link Data Query Wizard Query Name Invoice History Detail Query Type Guer Test Select from AR _InvoiceH iston Detail Order By DetailSeqho Parent Table Invoice History s Relationships Parent Field Child Field EE oiceNo R ereens HeaderSeqNo k Headersegna Relationships This grid defines the parent and child fields that create the relationship between the Parent Table and the current query The Add bu
31. nesses through Sales Marketing and Customer Support automation and integration to accounting and business management applications The combination of Sage SalesLogix CRM and Sage MAS 500 ERP provides your organization access to the most current product information pricing discounts and inventory when creating quotes or taking orders In addition without having to leave Sage SalesLogix they can view all relevant customer data such as credit status terms and account balance so they can better service customers Advanced customization capabilities enable Sage SalesLogix to work in concert with your unique sales and customer interaction processes and to accommodate growth and changing business requirements Through robust functionality ease of use and ease of customization Sage SalesLogix provides your small to mid sized business an affordable CRM solution with low cost of ownership rapid time to productivity and high return on investment Page 2 of 45 With more than 8 000 companies using Sage SalesLogix worldwide Sage SalesLogix is the CRM leader for small to mid sized businesses Availability Sage Saleslogix 7 2 for Sage MAS 500 is currently scheduled for be available in March 2008 Compatibility Sage SalesLogix v7 2 Service Pack 1 Windows client or later Sage MAS 500 Rel 7 05 Service Pack 3 amp Aug 2007 MU 7 05 11 or later Page 3 of 45 Features Overview Sage SalesLogix for Sage MAS ERP allows you
32. ns Layout Totas ERP Prinker Setup Page Setup eT Open Sales Order Print Customer Invoices REEN Repot F Enter Sales Orders and Quotes H x 2l apb i Once posted to ERP the Sage SalesLogix user cannot edit the Sales Order Order Type Sales Order X Status Open Ea ieee Humber 0000000282 l Delivew Shin 438 Telemark St Customer ae Al Order Date 05 05 2004 oo an Ship To Aldeben An Expiration id Total USD 282 10 af Salesperson Aired al Customers PO 754120 amp Payments Process Order uo BaF gt ESA BSS yva 258 Replerishmeri OtyOrdered UOM Unit Price Right click to open in Sage MAS to edit the Sales Order 1 144Floopy Page 11 of 45 Setup and Configuration Once installed you must define how the CRM and ERP interoperate This configuration is made easier by wizards and automated where possible From Sage SalesLogix select the menu Tools gt Manage gt ERP Link to configure the following e Login Parameters for Sage MAS ERP login e Setup Wizard e Entity Mapping Wizard e Data Query Wizard e Load Refresh Products e Load Refresh Accounts okup Write Outlook Window Help a cf Dial Phone E Fa iti T JK Activity Reminder Literature Fulfilment ipment Com 815 459 6020 Type Lead Processes Macros oOo sub T ype a Maintenance Status Hew Cotta Ave Looku
33. nt e Display filter with all records e Loads all MAS 500 pieces into SLX in real time o Green OK o Red Problem with record i e Map field too long to fit into destination e Show status values for each item backorder shipped etc e Click on specific item and retrieve details Page 42 of 45 Accounts e Query back office system for full listing gt populates listing from MAS 500 o Will designate if duplicate accounts exist in SLX o Auto Link test for same similar values in ERP also in CRM like a de dupe o Tighter validation e Difference results number represents how far off the similar accounts are from each other like a Google results search o Can set decreasingly less stringent matches e Dynalink did not have the efficiency of this capability except to manually sort through and review records e ERP data tab at bottom of Account Record illustrates the ad hoc query details that come over o Can double click ad hoc listing and see details of sales records invoice records o Can drag and drop fields around o Cancreate groups and subgroups o Preview data will show parent record with associated children e Click on sales order in SLX and it will launch MAS 500 to show details of the sales order record e In Dynalink the user did not have the ability to specify views e Account Details maps over directly o Right click into customer maintenance because sitting within MAS 500 Opportunity Product e While adding opp
34. ortunity products will pull ERP item pricing including specials Not Available e Vendor linking is not available in this release of Phoenix out of box available through customization Page 43 of 45 Frequently Asked Questions Is Sage MAS 500 Visual Integrator required No This integration does not require the use of MAS Visual Integrator as previous integrations required How do install Installed as a Bundle in Sage SalesLogix No separate server to install or maintain What is the price and licensing restrictions The integration is free for Sage MAS ERP customers who are current on maintenance and support How does this integration work with Sage SalesLogix v7 2 Web Client Any of the SalesLogix entities edited through the Web Client that are mapped using the synchronization and scheduled to run Accounts Products Contact will work the same as the Windows Client with the exception that you the Windows Client allows you to induce a sync run for the individual record without scheduling the Web Client doesn t have this UI out of the box All of the integration with custom forms i e ERP views and any out of box views that are modified to consume ERP data like the Opp_ Product pricing will only work in the Windows Client out of the box there is no equivalent Web Client UI delivered as part of this current integration The current Web Client cannot create a Sales Order and that functionality is not available wi
35. ount Links Notes History Contacts Acti More Tabs Refresh Date Invoice History B21 2007 6 12 50 4M Open Sales Orders Ae 200 8 12 50 4M Open Invoices Ae L200 6 12 50 4M Customer Payments Ae 2007 8 12 50 AM To view the data stored by these queries the user can double click on any one of the items listed and the Ad Hoc Query Data Viewer will open The Ad Hoc Query Data Viewer displays all of the available XML data for the selected account The root queries are displayed on individual tabs in the viewer Parent Child data is displayed in the Query Data Viewer in a hierarchical view Page 34 of 45 i AdHoc Query Data Viewer Invoice History Open Sales Urders Open Invoices Customer Payments Open Sales Orders Date ype Statue Ship Datou EE CustomenNow BiNTo Nemo ah han Code ABC B7007 D 5 3200 0 The data displayed in the Query Data Viewer can be grouped sorted and filtered by the user AdHoc Query Data Viewer fe fe Invoice History Open Sales Orders Open Invoices Customer Payments Open Sales Orders OrderNo Date Type Status Ship Date Division Customer Discount Rate Discount Amt Taxable Amt Non Taxable Sales Tax Bil To Name Bil To Address Company Code ABC Ge 0000171 5 1 2010 iS iH aaa S200 0 ABP B00 0 00 0 00 81 48 000 American Busine 2131 N 14th S Line No Item Code Description Urit Text Class Ordered Shipped Backordered Unit Pric
36. ps y 2 IL 60014 36 9 Client Options l l otian of Business Customize Literature Options Secale e Aircralt Parts amp Accessories rs Qualifications inai Marketing Services Opportunity Defaults Ao Work Phone Mobile Til Competitors a 615 459 6020 Loe Quotas Prospect Sales Processes Customer Service Defaults Customer Service Options tacts Notes History l Opportunities Ticke Lead Sources Won 0 00 O Closed Lost 0 00 Standard Problems rae Standard Resolutions Patertial Dashboard Options Sites Set Login Parameters Be Setup Wizard Entity Mapping Wizard Data Query Wizard Load Refresh Products Load Refresh Accounts Page 12 of 45 ERP Login Parameters The Login Parameters allow the Sage SalesLogix user to enter the credentials to be used to access the Sage MAS ERP system These credentials are stored by Sage SalesLogix user and each Sage SalesLogix user that will be accessing Sage MAS ERP will be required to set these credentials a MAS 90 200 Login User name Setup Wizard The Setup Wizard allows the Sage SalesLogix Administrator to set options which will define how the two systems will operate The following are the options currently available Sage SalesLogix ERP Link Setup Wizard Welcome to the Sage SalesLogix ERP Link Setup Wizard This wizard will help guide you throu
37. r record Invoice templates can be assigned to users If a Sage SalesLogix user does not have a template assigned the DEFAULT template will be applied w Sage SalesLogix ERP Link Setup Wizard Seles h C Invoice templates are used to set the default values to be used when creating an invoice in Sage MAS 500 SalesLoge users can be assigned to templates but not all need to be assigned SalesLogi Users not assigned to a template will be assigned to the default template sage MAS 900 Invoice Templates Create or modify the Sage MAS 500 invoice templates Template Mame Description Invoice Template Description Company Code SOA Systems of America Allow users to override charge code Default Item Installation Include Unbilled Tickets To continue click Nex Default Item defines the default charge code to be used when creating the invoice Allow users to override charge code allows the user select a different charge code when creating the invoice in Sage MAS ERP Include Unbilled Tickets allows the user to include unbilled ticket Items on the invoice that is created in Sage MAS ERP Page 20 of 45 CRM to ERP Field Mapping You may define how CRM and ERP data moves between systems This field mapping can include functions to convert data formats and conditionally move data between CRM and ERP This configuration is made easier by wizards and automated where possible Each Template see previous section can have
38. s Order n Back Order OnPO On Wark Order 280 0 0 0o 9 1 44 Fioppy Active 1659 te Page 9 of 45 Generate Orders from CRM Opportunities Sales Quotes While not connected to the network remote salespeople can change account information and enter basic sales quotes The next time they synchronize the information is transferred into the SalesLogix database and then into the accounting system Sales Orders Workgroup users have the ability to toggle between their sales management tool and MAS 90 MAS 200 or MAS 500 to create a sales order for the current SalesLogix account This allows them to take advantage of information in MAS 90 MAS 200 or MAS 500 such as sales pricing customer discounts and sales tax calculation Inventory items If inventory items are included in the replicated data in SalesLogix users can select their inventory items as line items on the quotes In addition they can look up quantities in the warehouse site This information is as current as the last synchronization SalesLopix Opportunity Aldebaran Inc Phase1 amp File Edit View Insert Schedule Lookup Write Tool Outlook Window Help S246 it CCWYeR Pat TA a ae a Dashboards Opportunities la 4 1 of 1 Conary Akerman ne Frot ec Account Aldeharari Ire Acct Mgr Administrator we Value Sater Potential 150 00 Order aia aes Weighted 1 30 Dashboard R esel a Summary J
39. ssigned the DEFAULT template will be applied Sape SalesLogix ERP Link Setup Wizard KB Sage MAS 500 Sales Order Templates k i Create or modify the Sage MAS 500 sales order templates y Sales order templates are used to set the default values to be used when creating a sales order in Sage MAS 500 SalesLoge users can be assigned to templates but not all need to be assigned SalesLogi Users not assigned to a template will be assigned to the default template Template Hame Description DEFAULT Default Sales Order Profile r Order Template Description Default Sales Order Profile Company ID S04 Systems of America 4 Create Opportunity Contacts if not present Order Number Next Order Number we FOB O Prepaid CB ack To continue click Order Number defines the method used to select the next sales order number to be used The options are e Next Order Number e Sales Order ID Create Opportunity Contact if not present will automatically create an ERP Contact if the Contact does not exist in the Sage MAS ERP system Page 19 of 45 Default Values for ERP Invoices Invoice Templates Similar to Customer templates Invoice templates are used to define the default values when new invoices are created in the back office system by Sage SalesLogix You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new custome
40. t Mar Administrator Fe 2 _ Contact nt Fi i at eT ee nacis Account Financial Add Account Link a Ei fp CustomerI0 Credit Hold O Over 60 Over 0 Leads f mm MAS 500 Company SQA Systems of America iiis ae SLX Record 0 iti Opportunities sina atti lookup existing a Piman Link q 5 ide customers select Activities _next number or type m 7 Select a MAS 500 Customer Slelc3aimew Customer ID Calenda E i 7 Customer ID Customer Name m ai More Tabs ERP Data Account Links Motes EEMB Balls Dawson Computer Products as Associations Summary Lbian ERP System ID Link Date Liblnter Liberator Intervention Co Sync Dab TI Aldebmn Aldebaran Inc i 30 AlGar Alicia Garage Doors Repent BlackWel Blackwell Emulsion Co SadleMed Saddleback Medical Inc QuebMicr Quebec Micro Consultants UnitRent United Rent 4ll FounFlow Fountain Valley Florists Gros Mic Michael Grossman MD TaylBus Taylor Business Systems SALESLOGIX eR he GA w CampElec Campbell Electric CRM Accounts to ERP Customers Link Customer and Account relationships are many to many and are maintained in the SalesLogix ERP Account Links on the SalesLogix Account Account Links a ERP Company Sage Mas S00 Company SO IE SIs stems of ERF Sistem ID mui TIEN eee aa Master Relating CRM and ERP Contacts In the same way you can add or link Sage SalesLogix Accounts to Sage MAS Customers you can also add and mat
41. t all need to be assigned SalesLogis Users not assigned to a template will be assigned to the default template sage MAS 500 Address Templates Create or modify the Sage MAS 500 address templates Template Hame Description DEFAULT Description Company Code S04 Systems of America 4 Sync Contact Alternate Addresses FOB O Prepaid CB ack Syne Account Alternate Addresses Pita adie Warehouse To continue g Sync Contact Alternate Addresses defines how ERP will handle contact alternate addresses from Sage SalesLogix When enabled all contact alternate addresses for linked contacts will be created in Sage MAS ERP Sync Account Alternate Addresses defines how ERP will handle account alternate addresses from Sage SalesLogix When enabled all account alternate addresses for linked accounts will be created in Sage MAS ERP Refer to Sage MAS ERP documentation for a detailed description of FOB Warehouse and Freight Method Page 18 of 45 Default Values for ERP Sales Orders Sales Order Templates Similar to Customer templates Sales Order templates are used to define the default values when new sales orders are created in the back office system by Sage SalesLogix You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record Sales Order templates can be assigned to users If a Sage SalesLogix user does not have a template a
42. te Provw CA Zip Fostal 30001 Address ERP Links IERP System ID Link Date Syne Date Office 6 27 2007 10 05 56 6 27 2007 10 05 Country Attention Page 6 of 45 Create Invoices from CRM Service Contracts From Sage SalesLogix you may create a back office invoice directly from a Service Contract This will collect all Ticket activity related to the Contract allow editing of details and then submit itas an invoice From that point the ERP system will process as a regular invoice and a link from the Contract to the Invoice will be maintained in Sage SalesLogix Contract to Invoice relationships are one to many and are maintained for each Contract on the Contract view ERP Contract Links Invoice Amount ERF Customer ID Date Posted Status ERF Company 2332 75 Aldebrri of9 2007 4 34 30 PM Posted sage MAS 500 Company S04 Systeme of America 1593 58 Aldebrrni 979 2007 4 42 46 Po Posted Sage MAS 500 Company SOA Systems of America Right click the ERP Contract Links grid and select Add to create a new invoice for the selected contract vw Add ERP Contract Link The amount to be ERP Customer Aldebrn posted in the new invoice defaults to Contract Amount 2000 00 contract balance Contract Balance 2000 00 Posting Amount 2000 00 The charge code to be used Charge Code Installation when creating the invoice The E E lookup button will be displayed Gold Support Plar if the
43. th this integration out of box It is possible to customize the Web Client to accomplish nearly all of the functionality available in this integration The only functional items that may be difficult to replicate is the direct integration to the ERP application including the adhoc query We do plan to extend this integration to the Web Client in the future Page 44 of 45 software Your business in mind SAGE MAS 500 56 Technology Drive Irvine CA 92618 2301 800 854 3415 www sagemas com The information contained in this document represents the current view of Sage Software Inc on the issues discussed as of the date this document was prepared Sage Software cannot guarantee the accuracy of any information presented after the date of publication The capabilities system requirements and or compatibility with third party products described herein are subject to change without notice Contact Sage Software for the most current information Always consult a network specialist to discuss the security risks involved before implementing any Internet solution Sage Software is not responsible for the content or maintenance of third party Web sites referred to herein This document is for informational purposes only and may not be distributed to third parties Sage SOFTWARE MAKES NO WARRANTIES EXPRESSED OR IMPLIED IN THIS DOCUMENT 2007 Sage Software Inc All rights reserved Reproduction in whole or in part without permission is prohibited
44. tton allows the user to add a new row to the grid and the Del button deletes the currently selected row from the grid Test Allows the user to test the query Views Allows the user to add ERP System views to the selected query data ERP System views are described in the next section Page 31 of 45 ERP System Views ERP System Views allow the user to launch into ERP system application and if available select the related record automatically ERP System Views may be added to any query Mapped or Ad Hoc but only Ad Hoc views will automatically display the options Additional Mapped queries require a view to display the data and will also need the code to display and launch the ERP System Views added to them To add a new ERP System View to a data query click the ellipse button beside the View Name field vw Add Edit User Views View Hame View Hame Kep Fields Customer Maintenance The available ERP system views are ic eo ahea ks displayed in a tree view window grouped by module code Select from the available view to add After the view has been selected click OK to add the view to the available list Age Customer Accounts Customer Class Maintenance Customer Maintenance Customer Status Salesperson Maintenance l View Cash Receipt View Edit Invoice View Details ERP views Customer Maintenance l o l Customer Status Salesperson Maintenance Customer Class Maintenance
45. user is allowed to override the charge code Select Charge Code Description Dollars Installation Load printer driver Installation Printer Driver Installation 2 00 If the Post Tickets option is selected in setup all unposted Ticket charges will be shown here Tickets may be unselected and Charge Code may be changed Page 7 of 45 Accurate Product Information Sage SalesLogix Products are seamlessly linked to Sage MAS Items so you can maintain accurate information on products Relating CRM Products to ERP Items The Product to Item relationship is many to many and is maintained on each product record in Sage SalesLogix Edit Product Product Mame Description SKU Family Pricing 1 44 MB Floppy Drive Top brand 3 5 floppy drives of the highest quality and durable components to ensure pears of trouble free operation The T 3 5 Floppy Disk Drive supports 720KB and 1 44MB floppy formats lt has a rugged die cast frame 1 44 Floppy Status Active Price Default 26 00 nf Associated Packages Description A SalesLogix Product can be associated to several MAS 500 Inventory Items across one or more MAS 500 Companies When products are added to an opportunity the products are checked to ensure availability in the selected company and the user may be presented with a warning or not be allowed to add the item to the opportunity based on setup options Page 8 of 4
46. uses Synchronization e Improved Data Synchronization performance e With the ERP integration now can do batching and users can force a sync on demand Can also be scheduled as well as an immediate refresh e DynaLink synchronized only in batch mode and a CRM user couldn t force push out a sync Architecture Improvements e No longer need a separate server Page 41 of 45 e Entirely Customizable via SalesLogix and Net Extensions e Improved Installation experience SLX Bundle instead of separate install routine Staging Tables e Specify SLX field that matches maps with MAS 500 field o Select conditions and values o Map data to primary parent but cannot map data to child Parent child feature nor drill down capability to any level does not exist in Dynalink o Preview mapping detail profile to view conditions function o Mapping fields are set as SLX Field MAS 500 Field Account Customer Contacts Contacts Addresses Addresses Orders Quotes Invoices Invoices Sites Warehouses o Customized SLX fields MAS fields are available o Have 4 6 user open fields to help map one customized field to another Queries e Can placed view into data query to see query executed and data returned e Map query o SLX field goes out to MAS 500 to gather data and then maps back to SLX e Ad hoc query o XML data placed into specific fields in database o Ad hoc query does not exist in Dynalink Load ERP Products e Choose ERP compone
47. w Product Field Mapping TEK EEE e e erme e SalesUnitdeasD OO nithd easlD UNIT tdl Aiad w FI EDCOST e 1 2 ye x x lt x 4 a kai PRODUCTGRAOUF lt 4 4 Page 40 of 45 Features and Comparison to Sage DynaLink NEW ERP Contract e Pulls posting amounts notes and tickets over from MAS o Can select a different charge code from MAS 500 o Posting in SLX means that it is pending in MAS until completed in MAS Improved User Experience e OnDemand per record linking and synchronization of records e Phoenix introduces more seamless integration functionality e g e When auser selects a product to add to an opportunity in SLX the unit price for the quantity selected is calculated in real time by the ERP system and seamlessly populated into SLX The user sees the back office price for that product without needing to engage a ERP sync e ERP Data presented in a more user friendly drill able data grid in Sage SalesLogix e ERP has a simple button that pushes a CRM account into ERP in one easy step not dependent upon a sales order Look ups e Can be done by class values pre set templates for o Contact o Address o Sales Order o Customer o Invoice e No typing in value can choose from drop down menu e Can assign specific users for the templates Sites Warehouse e Sites returned to Sage SalesLogix to manage stock quantities for individual products at individual wareho
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