Sage CRM 2019R2 with Sage 300 2020PU1

SOLVED

Hi all,

Just upgraded a customer from Sage CRM SP3.4 to Sage CRM 2019 R2 (went through to 2017 first and then to 2019R2) and integrated with Sage 300 2020 PU1

This customer is a lil' bit upset and wants to go back to 7.3 (!)

Issue 1

In 7.3 integrated with Sage 300 2017, they were able to convert a lead to an opportunity and create a OE quote and the address of the company would port over to the quote. CRM 2019 does not do that. Spoke with CRM tech for over 2 hours and finally they said it was by design.

Issue 2

In 7.3 with Sage 300 2017 integration they were able to copy and paste a blurb of item details in the comment/instructions field of the item line on a quote. Now the system wants them to enter the details line by line.

It was suggested to me to email the product manager to see if changes can be made.

Any one of you run into these issues? What would you recommend?

Thank you

Prabha

Parents
  • 0

    May I add an Issue 3.

    Can you select more than the two standard forms when emailing a quote/order from an opportunity? The drop down only has OEQUOT01 and OEQUOT02. We have multiple quote forms depending on the customer.

  • 0 in reply to SergeB

    There is also a bug on this screen where when the system automatically fills in the email address in the "To" field, the <Send Mail> button is still greyed out.  You have to make a change on the <To> field to make it available.

    To be able to use this screen to send email you have to set the email server name and credentials in Sage 300 under Company Profile. Why wouldn't it just use the setting in CRM when it knows we are running this from Sage CRM since this tab is not available when you run it in the webscreens in Sage 300???

    Also, it would be great if sending an email from here would create a communication in Sage CRM!

  • 0 in reply to Prabha

    Hey ,

    I've forwarded this thread to the Sage 300 / Sage CRM support team for review. They tell me that they'll have someone reach out to you. Apart from creating a support ticket, I'd also suggest posting this to the ideas page:  https://www5.v1ideas.com/TheSageGroupplc/Sage300ERP/

    Warm Regards,
    Erzsi

  • 0 in reply to Erzsi_I

    Hello Erzsi,

    I have been talking to Sage CRM tech about it already. They asked me to email the product manager which I did. Now waiting.

  • 0 in reply to Prabha

    Regarding the email settings, it's understandable that those settings are maintained within Sage 300 as CRM is simply displaying 300's webscreens.

    What would be handy is the ability to edit the new opportunities description and assigned user within the CRM opportunity tab of the OE order.

    I also second that the <TO> field validation is buggy.

    Also the item finder within the details grid doesn't allow for partial matches. Entering the start of an item number followed by pressing the item finder causes a validation error rather than the search screen displaying 'Item Number starts with' filter.

  • 0 in reply to SergeB

    I would have agreed with you regarding the first part of your reply other than the fact that that last tab is only available in Sage CRM and not when calling the OE quote/order webscreen from Sage 300. So in my opinion since this tab is only available in Sage CRM then make it easier for all of us and keep it consistent.

    I agree on the item finder issue.

  • +1 in reply to Prabha
    verified answer

    You gave me a great idea with your post. The CRM opportunity tab is just a customisation in the Sage300 online folder (Online/web/areas/oe). That's why it makes sense to use the SMTP settings in Sage 300 rather than CRM.

    I went in and modified the 'OE.Opportunity.js file' within the scripts folder to include our custom OE quote RPT file. It seems that the drop-down list is hard coded to those two values. I edited the file and added all my custom RPT files in:

    They are now available in the drop down list in the CRM opportunity and work as expected:

  • 0 in reply to SergeB

    That's cool Serge! I normally don't do multiple versions of forms unless there is really really no other way. I modify the form with the different criteria. I do that so that customers do not have to pick form versions, they just use the default one. One thing I have not tested though is: does it use customization directories if I have that setup in Sage 300?

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  • 0 in reply to SergeB

    That's cool Serge! I normally don't do multiple versions of forms unless there is really really no other way. I modify the form with the different criteria. I do that so that customers do not have to pick form versions, they just use the default one. One thing I have not tested though is: does it use customization directories if I have that setup in Sage 300?

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