How to Import Opportunities into Sage 100
Summary
How to Import Opportunities into Sage 100 using Visual Integrator that are used for CRM
Resolution
Setup a standard Sales Order Import with the following fields. The key is to use * for the CRM Opportunity ID. This is an example with Demo Data:
H.SalesOrderNo
H.ARDivisionNo
H.CustomerNo
H.CRMOpportunityID
L.ItemCode
L.ItemType
NEXT 1
ASSN 1 1
ASSN 2 ABF
ASSN 3 *
ASSN 8 2480-8-50
ASSN 9 1
Process import in Sales Order Entry and Post. The proper records will be created in MAS_System.CU_OrderQuoteDetail and CRM_OrderItem tables.
Note: Do not change the Customer Number to another customer from inside the Sales Order. Once that is done it breaks the link to CRM.