Hello,
Is there any method/setting, that can ‘Restrict’ certain Customers (with specific Group code) that are created within Sage 300 from getting into CRM as company record?
I know that if we tick the suspend A/R integration to CRM checkbox from E/W setup, the company record is not created in CRM. But that will not add ANY company.
How to avoid Customers with a certain group code to get inserted in Sage CRM ??
Is that possible?
Please advise.
Thanks
Our Sage Sr. Software engineer suggests this:
In ARCUS Accpac View, there is a field called EWSUPPRESS. If this field is true, it will NOT synchronize A/R Customer to CRM. What you can do is create your own Accpac View to subclass the ARCUS Accpac View to control this flag to sync or not sync A/R Customer data from Sage 300 to CRM. In your subclass Accpac view, based on a specified Customer Group, as you suggested, to turn on/off EWSUPPRESS flag accordingly. However, this only works when synchronization happens from Sage 300 to CRM. If you try to do an import customer from CRM Integration in the CRM side, it will still import ALL new A/R customer from Sage 300 to CRM because this will go through Sage 300 WebAPI not EW component.
Thanks
