How to use the Sage CRM Setup screen on Sage 300 CRM

Steps:

In the Sage CRM folder, select Sage CRM Setup. The E/W Sage CRM Setup screen appears.
Review and select the following connection options on the Setup screen:
- Suspend All Integration to Sage CRM. Select this option if you do not want any changes in Sage 300 to be reflected automatically in Sage CRM.
- Suspend A/R Integration to Sage CRM. Select this option if you do not want changes in Accounts Receivable to be reflected automatically in Sage CRM.
- Suspend A/P Integration to Sage CRM. Select this option if you do not want changes in Accounts Payable to be reflected automatically in Sage CRM.
- Suspend O/E Integration to Sage CRM. Select this option if you do not want changes in Order Entry to be reflected automatically in Sage CRM.
  - Note: If you suspend O/E integration to Sage CRM, the totals and forecasting information on the Opportunity Summary, Quote
    Summary, and Order Summary screens will not be updated with information from Sage 300. You may also see errors when saving quotes or orders in Sage CRM.
- Suspend A/R Ship-To Addresses Integration to Sage CRM or Suspend A/P Remit-To Addresses Integration to Sage CRM. Select this option if you do not want changes to these addresses in Accounts Receivable or Accounts Payable to be reflected automatically in Sage CRM. (Note that after an installation, these two options are selected by default.)
- Suspend A/R National Account Integration to Sage CRM. Select this option if you do not want changes to the National Account relationship in AR Customers to be reflected automatically in Sage CRM.
- Suspend O/E Communication Integration to Sage CRM. Select this option if you do not want communication records to be created automatically in Sage CRM when order entry transactions are created or changed. (Note that after an installation, this option is selected by default.)
- Sage CRM Installation Name. Ensure that the Sage CRM installation is correct (the default is CRM).
- If you change this field, click the Sage CRM Web Services URL
  button to automatically update the Installation Name portion of the
  Web Services URL field.
- Logon User. The default is “CRM”. The CRM user account is created automatically within Sage CRM to allow Sage 300 to connect to it.
- Password. To add security to this connection, enter a password.
  Accept this default user.
  - Note: If you change the password for the Logon user, you also need to change the password for this user within Sage CRM.
- Sage CRM Server Name. This should default to your computer’s
  machine name. If Sage CRM and Sage 300 are installed on separate
  servers, enter the name of the Sage CRM server.
- If you change this field, click the Sage CRM Web Services URL
  button to automatically update the Server Name portion of the Web
  Services URL field.
- Web Services URL. The Web Services URL field consists of the
  Sage CRM Server Name field, the Sage CRM Installation Name field,
  and program defaults. For example: http://605DEV05/CRM09/eware.dll/webservices/soap
  where 605DEV05 is the server name, and CRM09 is the installation name.
- If you make changes to the Sage CRM Server Name field or the
  Sage CRM Installation Name field, click the Sage CRM Web Services URL button to automatically update the URL field.
- Alternatively, you can manually change the URL field. The server name and installation name in the URL must be the same as the Sage CRM Server Name field and the Sage CRM Installation Name field.
Review the notification options at the bottom of the Setup screen.
- Acknowledge operations. By default, whenever a customer or
  vendor record is edited and saved in Sage 300, a notification informs the user that the update to Sage CRM was successful. Uncheck this option if you do not want to receive notification messages.
- Display errors. By default, the integration component alerts the user to any problems that occur when the program tries to update a
  customer or vendor in Sage CRM. You can turn this option off and view the error log to review any problems.
- Log errors. This option allows the administrator to turn on or off the
  logging of errors received by the integration component.
Click Save to complete the setup process.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.