Maintain Relationship Relate checkbox greyed out

To do a company merge in SageCRM with a Company that is related in ERP100 you must first uncheck the related checkbox in Maintain relationship.  I have a client that has several companies that the checkbox is greyed out.  Does anyone know why? 

Thanks,

Kent

  • 0

    Hi Kent,

    The Maintain relationship check-box is usually disabled when history exists for this record in Sage 100. History means for example invoices, credit memos, cash receipts etc.

    I have also seen situations where the check-box is disabled when the record is incompletely related between Sage CRM and Sage 100, which would cause Sage 100 information would be incomplete in the Sage CRM SQL table, for example the customer number and salesperson number displays in SQL but the AR division number does not.

  • 0 in reply to Steffen Urban

    Thank you Steffen.  I can assure you that the check-box is not greyed out if a history item is in Sage 100...We had a bunch of history and it was working, just intermittently.  I would like to explore the incomplete data in the SQL table and will let you know what I find (good catch).  

    Again it is always good to hear from you,

    Kent