Sage Accpac ERP Integration With SageCRM 6.1 Update Notice

SAGE ACCPAC
Sage Accpac ERP
Sage Accpac ERP Integration with SageCRM 6.1

Update Notice
2008 Sage Software, Inc. All rights reserved.
Sage Software, Sage Software logos, and all Sage Accpac product and service names are
registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All
other trademarks are the property of their respective owners.
Sage Software, Inc.

Publisher
No part of this documentation may be copied, photocopied, reproduced, translated,

microfilmed, or otherwise duplicated on any medium without written consent of Sage
Software, Inc.
Use of the software programs described herein and this documentation is subject to the
Sage Software License Agreement enclosed in the software package.
Contents
Package Contents ............................................................................. 1
Before You Install ............................................................................. 2
LanPak Licenses........................................................................... 2
Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1 .................... 3
Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3) to
SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5 ........................................ 3
Upgrading from Sage Accpac CRM 5.8 for Sage Accpac ERP 5.4 to
SageCRM 6.1 for Sage Accpac ERP 5.5 ............................................... 9
Upgrade to SageCRM 6.0 for Sage Accpac ERP ....................................... 9
Upgrade to SageCRM 6.1 for Sage Accpac ERP ...................................... 12
Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1 ............................ 12
User-Level Security and Database-Level Security ....................................... 12
Synchronization of A/R Ship-To Address and A/P Remit-To Address .................... 13
SageCRM Setup ...................................................................... 13
Import Customers or Vendors........................................................ 13
SageCRM Addresses and People ..................................................... 14
Changes to the A/R and A/P Inquiry Menus ............................................. 14
Ability to View, Edit or Create A/R Receipts and Refunds ................................ 14
Ability to View, Edit or Create A/P Payments ............................................ 15
Display Pending Shipments .............................................................. 15
Display Pending Receipts ................................................................ 16
Enhanced Integration between Sage Accpac ERP and SageCRM ........................ 16
More Accessibility to a Transactions Details and Source Documents ................ 16
Easier Creation of Sage Accpac ERP Documents ..................................... 17
Accessibility to A/R Customer and A/P Vendor Information .......................... 17
Accessibility to A/R Customer Activity and A/P Vendor Activity ...................... 18
Easier Data Entry on Sage Accpac ERP Forms ....................................... 18
More Sage Accpac ERP Information in SageCRM ........................................ 18
More Statistical Information ............................................................. 18
Enhanced Filters for SelectingTransactions .............................................. 19
Integration with Sage Accpac Warehouse Management System (WMS) ................. 19
Customize the Number of Rows in a Grid ................................................ 20
Changes in Sage Accpac ERP 5.4 Integration with SageCRM 6.0 ............................ 20
Integration with Sage Accpac ERP Purchase Orders ..................................... 20
Integration with Sage Accpac Project and Job Costing .................................. 21
Integration with Sage Accpac Return Material Authorization (RMA) ..................... 22
Update Notice iii

Integration with Optional Fields ......................................................... 23
New Credit/Debit Notes Lookup in the O/E Inquiry Tab ................................. 23
Mass Update Feature in SageCRM 6.0 ................................................... 24
Changes in the Sage Accpac ERP Integration (E/W) Forms ............................. 25
Connection Method Changes ............................................................ 26
From Sage Accpac ERP to SageCRM ................................................. 26
From SageCRM to Sage Accpac ERP ................................................. 28
Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8 .................. 28
Integration with Sage Accpac ERP Vendors ............................................. 29
New Sales History in the O/E Inquiry Tab ............................................... 29
A Single CRM Installation Can Now Link to More Than
One Sage Accpac ERP Company ..................................................... 30
Changes to the Sage Accpac CRM Integration Module in Sage Accpac ERP ............. 31
Small Changes in Tab and Label Names................................................. 31
Change to Downloading of Sage Accpac ERP Data Entry Forms......................... 31
Change to Synchronize Tables .......................................................... 32
Import Customer and Vendors .......................................................... 32
Screen Changes with Multicompany ..................................................... 32
iv Sage Accpac ERP Integration with SageCRM 6.1

Sage Accpac ERP Integration
with SageCRM 6.1
Update Notice
This integration package contains the new SageCRM 6.1 for Sage Accpac
ERP module, and integration components that enable SageCRM 6.1 to
integrate with Sage Accpac ERP 5.5 or 5.4.
Note:
You must install the latest service packs for your version 5.5
(or 5.4) of System Manager and Sage Accpac ERP applications.
You cannot use a mix of 5.5 and 5.4 Sage Accpac ERP modules
when integrating with SageCRM.
For details on system requirements, see Chapter 2 of the latest SageCRM

for Sage Accpac ERP Integration Guide.
New features for If you use Sage Accpac ERP 5.4, this integration package enables you to
Sage Accpac 5.5
upgrade to SageCRM 6.1, but does not provide the new features described
only
in the later section, Changes in Sage Accpac ERP 5.5 Integration with
SageCRM 6.1. The new features are available only if you use Sage
Accpac ERP 5.5.
This update notice includes sections Changes in Sage Accpac ERP 5.4
Integration with SageCRM 6.0, and Changes in Sage Accpac ERP 5.4
Integration with Sage Accpac CRM 5.8, which describes the changes from
previous releases.
Package Contents
Along with this notice, the SageCRM 6.1 Integration upgrade package
includes the following items.
The Installation program provides the following software selections:
SageCRM 6.1 for Sage Accpac ERP module
Integration components, as follows:
i. Sage Accpac Accounting Integration for SageCRM
Note:Depending on your license, this item may be included

when you install the SageCRM 6.1 for Sage Accpac ERP module.
Update Notice 1
Before You Install
It is also provided as a separate install component, in case you

need to reinstall it later, as explained in the section, Adding
Sage Accpac ERP Accounting Integration after SageCRM is
Installed in Chapter 3 of the latest Sage Accpac ERP
Integration Guide.
ii. Sage Accpac ERP 5.4 Integration components (EW54A).
iii. Sage Accpac ERP 5.5 Integration components (EW55A).
Online documentation:
Sage Accpac ERP Integration Update Notice
Sage Accpac ERP Integration Guide
You can find these and other SageCRM documents in the

SageCRM\SageAccpac 6.1\Sage\Documentation folder of the Sage
Accpac ERP 5.5 Installation DVD.
Before You Install

This update notice assumes that you are currently using Sage Accpac ERP
version 5.4, or 5.5. Before you install the software included with this
notice, you must have the system requirements described in Chapter 2 of
the Sage Accpac ERP Integration Guide for SageCRM 6.1.
For SageCRM system requirements, see the requirements in the SageCRM

System Administrator Guide, and in the SageCRM Technical Specification.
LanPak Licenses
You do not require a Sage Accpac ERP LanPak license to view the Sage
Accpac ERP integrated screens within SageCRM for example, when you
click an orders Drill Down icon to open the order details screen.
However, you require a LanPak license to open the Sage Accpac ERP data
entry forms (for example, the Sage Accpac Order Entry form) from within
SageCRM.
Make sure that you install enough LanPak licenses to support SageCRM
access to Sage Accpac ERP forms when you upgrade to SageCRM 6.1.
2 Sage Accpac ERP Integration with SageCRM 6.1

Installing and Activating Sage Accpac ERP Integration for SageCRM 6.1
Installing and Activating Sage Accpac ERP

Integration for SageCRM 6.1
If you are setting up SageCRM 6.1 integration with Sage Accpac ERP for
the first time, skip this section and follow the detailed installation
instructions in Chapters 1 to 5 in the SageCRM 6.1 for Sage Accpac ERP
Integration Guide.
If you are upgrading from a previous version of SageCRM for Sage

Accpac ERP to SageCRM 6.1 for Sage Accpac ERP, read one of the
subsections to follow that applies to you:
Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3) to
SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5.
Upgrading from Sage Accpac CRM 5.8 for Sage Accpac ERP 5.4 to
SageCRM 6.1 for Sage Accpac ERP 5.5
Note: You can install the Sage Accpac ERP 5.5 modules either
before or after you install the SageCRM 6.1 for Sage Accpac ERP
integration.
Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or 5.3)
to SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5
The following describes the installation and activation steps.
1. Back up your Sage Accpac ERP accounting data, including the shared
data files in the following directories: \SITE, \USER, and \COMPANY,
and back up your SageCRM data.
Install latest Sage 2. Make sure that you have installed the latest service packs for your
Accpac ERP
version 5.5 (or 5.4) of System Manager and Sage Accpac ERP
service packs
applications.
3. Insert the Sage Accpac ERP 5.5A installation DVD in the drive to run
the installation program. The following screen appears.
Update Notice 3
Choose Install SageCRM 6.1. The following screen appears.
Follow the rest of these steps only if you are upgrading your
SageCRM to 6.1. If you are installing SageCRM from scratch, follow
the detailed steps in Chapters 1 to 5 in the Sage Accpac ERP
Integration Guide.
Install SageCRM 4. Choose the SageCRM 6.1 for Sage Accpac ERP option.
6.1 for Sage
Accpac To proceed to the next screen, click Next.
During this installation:
a. When you encounter the following screen, select the option

Upgrade Previous Version of CRM, and click Next.

b. When you encounter the following screen, select Upgrade Your

Existing Sage Accpac ERP Integration. You must upgrade this
integration component for SageCRM (now or later), even if your
SageCRM is already integrating with Sage Accpac ERP.
Click Next.
Update Notice 5
c. In the following screen, select how you are upgrading your Sage
Accpac ERP.
For instance:
If you currently have SageCRM 6.0 integrated with Sage Accpac

ERP 5.4, and are upgrading to SageCRM 6.1 with Sage Accpac
ERP 5.5, then select the 5.4 5.5 option, as shown in the
preceding illustration.

ERP 5.3, and are upgrading to SageCRM 6.1 with Sage Accpac
ERP 5.5, then select the 5.3 5.5 option.

ERP 5.4, and are upgrading to SageCRM 6.1 integrated with
Sage Accpac ERP 5.4 (that is, you are not upgrading your
version of Sage Accpac ERP), then select Sage Accpac ERP
stays at its current version. When you select to stay in the
current version and click Next, the following screen appears:

Select the 5.4 version of Sage Accpac ERP, and click Next.
d. Follow the instructions on the remaining screens.

Install E/W 5. If you are integrating with Sage Accpac ERP 5.5, install the
component
Sage Accpac ERP integration (E/W) component. If you already
have SageCRM 6.0 integrated with Sage Accpac ERP 5.4 and are
upgrading to SageCRM 6.1 integrated with 5.4, you do not need to
reinstall the E/W component, and should skip to step 6.
To install the E/W component: From the Install SageCRM 6.1 for
Sage Accpac ERP installation screen (shown in step 3), select Sage
Accpac ERP 5.5 (or 5.4) Integration. Then follow the instructions on
the ensuing screens.
(If you need more details, refer to the section on installing the E/W
component in Chapter 5 of the latest Sage Accpac ERP Integration
Guide.)
Synchronization During the E/W component installation, a message will ask if you want
component
to install the SageCRM Synchronization Component.
If you plan to use the Web Services option as a connection method

from Sage Accpac ERP to SageCRM, choose Yes.
When you encounter the following screen, we recommend you

choose the option to install the synchronization component for
everyone.
Update Notice 7
If you do not install the synchronization component now, you can

install it later, using the setup forms in the SageCRM folder of Sage
Accpac ERP.
By default, the E/W component and the synchronization component

are installed into the Sage Software\Sage Accpac folder. We
recommend you install the E/W component into the same folder where
Sage Accpac ERP is installed.
Setup in Sage 6. Open the Sage Accpac ERP desktop and activate SageCRM Integration
Accpac ERP
(using Administrative Services, Data Activation).
7. On Sage Accpac ERP desktop, select the SageCRM folder. Then:
a. Select SageCRM Setup and verify the settings on the form. Press
F1 for more information on Setup fields.
b. On each Sage Accpac ERP workstation, select SageCRM

Workstation Setup, to run the setup utility. Click the Test button to
test the connection between SageCRM and Sage Accpac ERP.
Setup in IIS 8. Reset your Anonymous User account in the Internet Information
Services (IIS). You may also have to reconfigure server access
permissions. For details, refer to Chapter 4 of the latest Sage Accpac
ERP Integration Guide.
Setup in 9. Open SageCRM 6.1, and do the following:
SageCRM
a. Check your integration setup in SageCRM. Use the Administration
menu, Sage Accpac Administration menu, Setup Integration. For
details, refer to Chapter 6 of the latest Sage Accpac ERP
Integration Guide.
b. Re-synchronize the tables. Use the Administration menu, Sage

Accpac Administration menu, Synchronize Tables. For details, refer
to Chapter 6 of the latest Sage Accpac ERP Integration Guide.

c. If you are upgrading from a previous version of SageCRM

integrated with Sage Accpac ERP 5.3 or earlier, you must:
Re-import vendors. Use the Administration menu, Sage Accpac

Administration menu, Import Vendors. For details, refer to
Chapter 6 of the latest Sage Accpac ERP Integration Guide.
Upgrading from Sage Accpac CRM 5.8 for Sage Accpac ERP 5.4
to SageCRM 6.1 for Sage Accpac ERP 5.5
If you are using Sage Accpac CRM 5.8, you must first upgrade to
SageCRM 6.0 before you can upgrade to SageCRM 6.1.
Read the next two subsections, which outline the steps to take:
Upgrade to SageCRM 6.0 for Sage Accpac ERP
(If you need information on upgrading SageCRM, refer to the SageCRM for
Sage Accpac 6.1 Upgrade Guide.)
1. Obtain the software for the SageCRM 6.0 for Sage Accpac ERP
integration. (You can refer to the Sage Accpac ERP Integration with
SageCRM 6.0 Update Notice that accompanies the software for more
details of the steps to follow in this section.)
2. On the main installation screen, choose to install version 6.0 of

SageCRM (100 or 200) for Sage Accpac ERP, depending on the version
you are currently using.
To proceed to the next screen, click Next.
3. When you encounter the following screen, choose Upgrade Previous

Version of CRM.
Update Notice 9
Click Next.
4. When you encounter the following screen, choose Upgrade your

existing Sage Accpac ERP Integration.
Click Next.
5. When you encounter the following screen, choose Sage Accpac ERP
stays at its current version.

Click Next.
6. When you encounter the following screen, choose 5.4. (This is the
version of Sage Accpac ERP that is currently integrated with
SageCRM 5.8.)
Click Next.
7. Continue with the remaining screens.
8. When you encounter the following screen, click Finish.
Update Notice 11
Changes in Sage Accpac ERP 5.5 Integration with SageCRM 6.1
9. Log on to SageCRM 6.0. No action is required once SageCRM opens.

You can exit immediately.
10. You can now upgrade to SageCRM 6.1 for Sage Accpac ERP (see next).
You now install SageCRM 6.1 for Sage Accpac ERP, as described in the
earlier section, Upgrading from SageCRM 6.0 for Sage Accpac ERP 5.4 (or
5.3) to SageCRM 6.1 for Sage Accpac ERP 5.4 or 5.5. During this
procedure, you will select the 5.4 5.5 option when prompted for the
Sage Accpac ERP upgrade path.
Changes in Sage Accpac ERP 5.5 Integration with

SageCRM 6.1
The following subsections summarize the new features available if you use
version 5.5 of Sage Accpac ERP. For more details of the features, refer to
the latest SageCRM for Sage Accpac ERP Integration Guide.
User-Level Security and Database-Level Security

On the Sage Accpac Administration menu, you can now configure two
levels of security the user level and the database level.
User Level. The Grant Access function has been renamed to Accpac
User-Level Security. You use Accpac User-Level Security to define a
users access rights to the integrated screens, such A/R Inquiry. These

rights apply to all Sage Accpac ERP integrated databases except the
databases specified in the new Accpac Database-Level Security
function, described next.
Database Level. A new security feature, Accpac Database-Level

Security, enables you to define a users access rights to the integrated
screens, such A/R Inquiry, where the rights apply only to the Sage
Accpac ERP integrated database that you choose.
Synchronization of A/R Ship-To Address and A/P Remit-To

Address
You can now synchronize:
The ship-to address in Sage Accpac Accounts Receivable with the A/R
ship-to address in SageCRM.
The remit-to address in Sage Accpac Accounts Payable with the A/P
remit-to address in SageCRM.
Read the next three subsections for details.
SageCRM Setup
On the SageCRM Setup form in Sage Accpac ERP, there are two new
options:
Suspend A/R Ship-To Addresses. If you clear this option, then any
changes you make to a Sage Accpac customers ship-to address and
contact in Sage Accpac Accounts Receivable will be automatically reflected
in SageCRM as well. Similarly, ship-to address changes you make in
SageCRM will be reflected in Sage Accpac ERP.
Suspend A/P Remit-To Addresses. If you clear this option, then any
changes you make to a Sage Accpac vendors remit-to address and
contact in Sage Accpac Accounts Payable will be automatically reflected in
SageCRM as well. Similarly, remit-to address changes you make in
SageCRM will be reflected in Sage Accpac ERP.
Note: Please check your options carefully on the SageCRM Setup

form in Sage Accpac ERP. If you want synchronized updating of the
ship-to or remit-to addresses, be sure to clear the options.
Import Customers or Vendors
When you use Import Customers on the Sage Accpac Administration

menu, you can now choose to import customer records, or ship-to address
records, or both. Similarly, when you use Import Vendors, you can choose
to import vendor records, or remit-to address records, or both.
Update Notice 13
SageCRM Addresses and People
When you edit addresses on the SageCRM Address edit screen, you
can now specify whether the address entered is an A/P Remit-To
Address or an A/R Ship-To Address.
When you edit contacts on the SageCRM Person edit screen, you can
now specify whether the contact entered is an A/P Remit-To Contact or
an A/R Ship-To Contact.
Note that changes you make to ship-to (or remit-to) addresses or contacts
in SageCRM are automatically reflected in Sage Accpac ERP. However, any
ship-to (or remit-to) addresses or contacts that you create in SageCRM
will not be automatically created in Sage Accpac ERP.
Changes to the A/R and A/P Inquiry Menus

The choices on the A/R Inquiry and A/P Inquiry menus have changed. In
the previous version, the menu choices were Posted Transactions and
Unposted Transactions. (The Unposted Transactions option in both A/R
and A/P Inquiry menus displayed invoices, debit/credit notes, and
interest.) Now, Unposted Transactions is called Unposted Invoices. You
also have the following new menu choices:
Unposted Receipts and Unposted Refunds (A/R Inquiry menu)
Unposted Payments (A/P Inquiry menu)
The next two sections describe the new menu choices.
Ability to View, Edit or Create A/R Receipts and Refunds

You can now display posted or unposted receipts (which include unapplied
cash and prepayments), and refunds.

To display posted receipts or refunds, select Posted Transactions from

the A/R Inquiry menu, to open the list screen. By default, the list
screen displays all document types. To display only posted receipts or
refunds, choose these options from the Document Type field of the list
screen.
To display unposted receipts or refunds, select the new options,

Unposted Receipts and Unposted Refunds, from the A/R Inquiry menu.
From the list screen that opens, you can create or edit a receipt or refund.
Ability to View, Edit or Create A/P Payments

You can now display posted or unposted payments (which include
prepayments).
To display posted payments, select Posted Transactions from the A/P

Inquiry menu, to open the list screen. By default, the list screen
displays all document types. To display only posted payments or
prepayments, choose these options from the Document Type field of
the list screen.
To display unposted payments, select the new option, Unposted

Payments, from the A/P Inquiry menu.
From the list screen that opens, you can create or edit a payment.
Display Pending Shipments

The options on the O/E Inquiry menu for customers have changed.
A new menu option, Pending O/E Shipments, lets you display a list of
pending shipments. You can drill down a document in the list, or click
its hyperlink to view the document in the Sage Accpac Order Entry
form.
Options to display quotes, or active/standing/future orders, have been

removed from the menu, and have become options in the new Order
Type field on the list screen that opens when you select All Orders
from the menu.
Update Notice 15
Display Pending Receipts

The options on the P/O Inquiry menu for vendors have changed.
New menu options let you display a list of:
Pending P/O Receipts
Requisitions
Returns
You can drill down a document in the list, or click its hyperlink to view
the document in the Sage Accpac ERP form.
Options to display active, standing, future, or blanket purchase orders

have been removed from the menu, and have become options in the
new Order Type field on the list screen that opens when you select All
Purchase Orders from the menu.
Enhanced Integration between Sage Accpac ERP and SageCRM

Sage Accpac ERP and SageCRM integration has been enhanced in several
ways so that you can quickly gain access to Sage Accpac ERP forms to
create new documents or edit existing ones.
More Accessibility to a Transactions Details and Source Documents
When viewing Sage Accpac ERP transactions while working in SageCRM

(that is, Accounts Receivable, Accounts Payable, Purchase Orders, Order
Entry, Project and Job Costing, and Return Material Authorization
transactions), you will find more hyperlinks throughout the screens, that
enable you to view (or edit) a selected transactions original source
documents. You will also find more drill down icons that let you view
document details.
For example:
On the A/R (or A/P) Inquiry menu: When you select Posted
Transactions and drill down a selected document in the displayed list,

you can click the new Document Number hyperlink to view or edit the
document in the Sage Accpac ERP form.
On the O/E Inquiry menu: When you select All Orders and drill down
an order from the displayed list, the order detail screen that opens
may have a Shipments section, where you can click the Shipment
Number hyperlink that now opens the Sage Accpac O/E Shipment
Entry form. You can also click the new Drill Down icon, which opens
the shipment detail screen. From there, you can further drill down any
invoice listed, or you can click the new Invoice Number hyperlink to
view the document on the Sage Accpac O/E Invoice Entry form.
For purchase orders listed from the P/O Inquiry menu, you follow a
similar procedure when viewing the purchase orders Receipt section.
Easier Creation of Sage Accpac ERP Documents
The New button has been added to several screens, enabling you to
quickly and easily create more types of Sage Accpac ERP documents while
working in SageCRM.
You can create new documents from most of the list screens that open
when you select an option from an Inquiry menu (A/R Inquiry, O/E
Inquiry, and so on), and from some drilldown screens. For instance, you
can now create:
A/R receipts and refunds.
A/P payments.
O/E shipments, invoices, and credit/debit notes.
P/O receipts, invoices, credit/debit notes, returns, requisitions.
Accessibility to A/R Customer and A/P Vendor Information
When displaying a customer, you now have quick access to the Sage
Accpac A/R Customer form, by clicking the Accpac Customer Number
hyperlink located at the top right of the SageCRM screen:
Similarly, the Accpac Vendor Number hyperlink is available when you are
viewing a vendor.
You can also click the customer hyperlink:
When you drill down to view an O/E or P/O document (such as a P/O
requisition, order, return, credit/debit note, and so on).
Update Notice 17
In the Credit Information section of the Customer Statistics tab (or the
Vendor Statistics tab).
Accessibility to A/R Customer Activity and A/P Vendor Activity
On the Customer Statistics tab, a new Customer Activity icon has been
added to the right side of the screen, to enable quick access to the Sage
Accpac A/R Customer Activity form. Similarly, for a vendor, the Vendor
Statistics tab has a new Vendor Activity icon to enable quick access to the
Sage Accpac A/P Vendor Activity form.
Easier Data Entry on Sage Accpac ERP Forms
When you create a new Sage Accpac ERP document from SageCRM, many
of the details from the associated document is automatically entered on
the Sage Accpac ERP form. This facilitates your entry of data on the Sage
Accpac ERP form.
For example, when you drill down an order from the All Orders list (from
the O/E Inquiry menu), and choose to create a new shipment, then the
details (such as customer number, order number, item lines)
automatically display in the Sage Accpac O/E Shipment Entry form that
opens.
More Sage Accpac ERP Information in SageCRM

More information from Sage Accpac ERP is now displayed on the document
inquiry screens. For instance:
Job-Related Information if you drill down a job-related A/R, A/P,

O/E or P/O document, the details screen shows job information.
Advanced Credit Information appears on an unposted A/R receipt

with advanced credit information.
Retainage Information appears if the company has elected to use

Retainage Accounting in A/R or A/P setup options.
On the Item Information screen (which opens when you click on a

hyperlink for an item), an asterisk (*) indicates the location (or bill of
materials or kit) associated with the item.
More Statistical Information

The Aging and Statistics tab is now called Customer (or Vendor) Statistics
tab.
You will now find more statistical information for a customer or vendor:

The Customer Statistics tab now displays national account information

for a customer who is set up with a national account.
The Vendor Statistics tab now displays more complete vendor

statistical information.
Enhanced Filters for SelectingTransactions

On the list screens (that open when you select a list option from an
Inquiry menu), enhanced filters are now available to let you specify the
transactions to be displayed. For example:
When you select All Orders on the O/E Inquiry menu, you can now
select to display only the orders that fall within the range of order
dates or expected shipment dates that you specify. You can also
choose the type of orders to display.
When you select Posted Transactions on the A/R Inquiry menu, you
can select to display only the documents that fall within the range of
dates that you specify. You can also choose the type of documents to
display.
Integration with Sage Accpac Warehouse Management System

(WMS)
SageCRM now integrates with Sage Accpac Warehouse Management
System (WMS). If you use Sage Accpac WMS, you can now send and
receive transaction information, as follows.
Purchase Orders:
When you create (post) a new purchase order in SageCRM, the purchase
order is sent automatically to Sage Accpac WMS. (To create a purchase
order, use the P/O Inquiry menu.)
After you receive the purchase order items and record the receipt in WMS,
you can create (post) the receipt document while in SageCRM.
To post the receipt in SageCRM:
1. Select the P/O Inquiry menu, click All Purchase Orders.
2. Drill down the selected purchase order.
3. On the detail screen that opens, click the New Receipt button. This
opens the P/O Receipt Entry form, with receipt information from Sage
Accpac WMS (such as quantity received) automatically entered on the
form.
Update Notice 19
Sales Orders:
When you create (post) a new sales order in SageCRM, the sales order is
sent automatically to Sage Accpac WMS. (To create a sales order, use the
O/E Inquiry menu.)
After you ship the sales order items and record the shipment in WMS, you
can create (post) the shipment document while in SageCRM.
To post the shipment in SageCRM:
1. Select the O/E Inquiry menu, click All Orders.
2. Drill down the selected sales order.
3. On the detail screen that opens, click the New Shipment button. This
opens the O/E Shipment Entry form, with shipment information from
Sage Accpac WMS (such as quantity shipped) automatically entered on
the form.
Customize the Number of Rows in a Grid

You can specify the number of rows displayed in the grid of the Sage
Accpac ERP integrated screens; for example, the number of rows
displayed on a page of A/R unposted invoices. On the SageCRM Main
Menu, choose My CRM, then the Preferences tab. In the Grid Size field,
choose the number of rows to be displayed. (Note that to have access to
My CRM, your User ID must be set up in the Users function to access My
CRM Lists.)

SageCRM 6.0
Sage Accpac CRM has been renamed to SageCRM for Sage Accpac.
The following subsections summarize the new features that were available
as of version 5.4 of Sage Accpac ERP integrated with SageCRM for Sage
Accpac 6.0. For more details of the features, refer to the Sage Accpac ERP
Integration Guide for SageCRM that was shipped with that version.
Integration with Sage Accpac ERP Purchase Orders

If you use Sage Accpac Purchase Orders 5.4, SageCRM now provides a
new P/O Inquiry tab that enables CRM integration with Purchase Orders.
Similar to the O/E Inquiry tab, the new P/O Inquiry tab allows you to:

Look up vendor purchase orders, returns, credit/debit notes, and a

history of items purchased. You can select a purchase order, and open
it in the Sage Accpac Purchase Orders form, for viewing or editing.
Create a new purchase order, using the Sage Accpac Purchase Orders
entry form.
Integration with Sage Accpac Project and Job Costing

If you use Sage Accpac Project and Job Costing 5.4, SageCRM now
provides a new P/M Inquiry tab that enables CRM integration with Project
and Job Costing.
For a customer, the P/M Inquiry tab provides a menu (shown as

follows) that lets you list contracts of varying statuses (open, inactive,
completed, and so on), contract estimates, and contract transaction
history. You can also create a contract.
Update Notice 21
When you list contracts for a customer, you can select one of the listed
contracts and open its Sage Accpac Project and Job Costing form, for
viewing or editing.
For a vendor, the P/M Inquiry menu provides only the Transaction
History option.
Integration with Sage Accpac Return Material Authorization

(RMA)
If you use Sage Accpac RMA 5.4A, SageCRM now provides a new R/A
Inquiry tab that enables CRM integration with Sage Accpac RMA.
For a customer, the R/A Inquiry tab provides a menu (shown as

follows) that lets you list active, completed, or all return
authorizations. You can also create a return authorization.
When you list return authorizations for a customer, you can select one
of the listed return authorizations and opens its Sage Accpac RMA
form, for viewing or editing.

For a vendor, the R/A Inquiry menu is similar, but does not provide
the option to create a new return authorization.
Integration with Optional Fields

If you have set up optional fields for customers in Sage Accpac Accounts
Receivable 5.4 (or for vendors in Sage Accpac Accounts Payable 5.4), you
can now view or edit optional fields in several areas of SageCRM:
A new Optional Fields tab displays the optional fields for a customer or
vendor. You can edit the field values, and add (or remove) optional
fields to the customer or vendor.
On the Promote to Accpac tab, you can assign optional fields to the
customer/vendor when you promote the customer or vendor.
You can display optional fields associated with each transaction or

each transaction detail. Click on any Optional Fields Yes hyperlink in
documents shown on the Sage Accpac tabs (such as the Aging and
Statistics tab, O/E Inquiry tab, P/O Inquiry tab, and so on).
This opens another form that displays the optional fields for that
transaction or detail line. You cannot edit the optional fields in that
form.
New Credit/Debit Notes Lookup in the O/E Inquiry Tab

For Sage Accpac ERP 5.4 integration, the O/E Inquiry Menu now provides
a Credit/Debit Notes choice, allowing you to look up a customers history
of credit or debit notes.
Update Notice 23
Select the new Credit/Debit Notes option. This displays a list of

credit/debit notes. You can select a note and display its header and detail
information:
Mass Update Feature in SageCRM 6.0

The Mass Update feature, described in the SageCRM 6.0 User Guide,
enables you to select and update fields for a group of customers or
vendors.
This feature updates the fields that are stored in SageCRM but does not
update the same fields stored in Sage Accpac ERP.
For example, if a group consisted of Sage Accpac Customer A and

SageCRM Customer B, and you used Mass Update to update the Tax
Group field for the entire group, the Tax Group for both customers would
be updated in SageCRM records, but not in Sage Accpac ERP, for
Customer A.
We recommend that you do NOT use the Mass Update feature with
any Sage Accpac ERP fields, such as:

Address: Address fields (Address 1 to Address 4)
Address: Country
Address: City
Address: State
Address: ZIP
Company: Credit Limit
Company: Tax Group
Company: Terms Code
Company: Accpac Database ID
Company: Business Email
Company: Accpac Customer Number
Company: Accpac Vendor Number
Company: Company Name
Company: Phone
Company: Website
Person: Fax Number
Person: First Name
Person: Last Name
Person: Phone
Person: Email
Note: As an alternative to mass updating these fields for Sage

Accpac customers or vendors, you can export these fields from
your SageCRM group to a spreadsheet (see the SageCRM User
Guide and System Administrator Guide for details), update the
fields you need, then import them into Sage Accpac ERP.
Changes in the Sage Accpac ERP Integration (E/W) Forms

In Sage Accpac ERP 5.4, the following changes have been made to the
forms in the SageCRM folder. Details are also provided in the next section,
Connection Method Changes.
Update Notice 25
E/W SageCRM Setup form:
The Remote Server Name field has been renamed to SageCRM Server
Name.
In the new SageCRM Synchronization Method field, you can choose the
new option, Web Services, or leave it as COM/DCOM (the default
method of past versions).
E/W SageCRM Workstation Setup form:
A new Test button enables you to test your connection after a

workstation has been set up.
Connection Method Changes

In versions earlier than 6.0, you use the COM/DCOM connection to send
updates from Sage Accpac ERP to SageCRM and from SageCRM to Sage
Accpac ERP. If you use Sage Accpac ERP 5.4, you can now set up the
connections in another way.
From Sage Accpac ERP to SageCRM
If you use Sage Accpac ERP 5.4, you now have the option of using Web
Services instead of COM/DCOM. To do so, follow these steps. For more
detailed steps, see Chapter 5 of the latest Sage Accpac ERP Integration
Guide for SageCRM.
1. You must have installed the new version of the Sage Accpac ERP
Integration (E/W) component 5.4B. During that installation, choose to
install the CRM synchronization component (see Installing and
Activating Sage Accpac ERP Integration for SageCRM 6.1).
If you did not install the synchronization component at that time, you
can install it later in workstation setup (step 5 to follow). The Web
Services option requires the synchronization component.
SageCRM Setup 2. From the SageCRM folder, choose SageCRM Setup to open the E/W
form
SageCRM Setup form.

3. In the SageCRM Synchronization Method field, select Web Services.
This choice enables the SageCRM Web Services URL field, which
consists of the SageCRM Server Name, SageCRM Installation Name,
and program defaults. The server name and installation name used in
the URL must be the same as the value in the SageCRM Server Name
field and the SageCRM Installation Name field.
4. Click the SageCRM Web Services URL button, and if necessary, enter
the correct SageCRM Web Services URL in the adjacent field.
Note: The SageCRM Web Services URL button updates the Server
Name and Installation Name portions of the URL. If you make
changes to the SageCRM Server Name field or SageCRM
Installation Name field, you should click the SageCRM Web
Services URL button to automatically update the corresponding
portions of the URL field.
Workstation Setup 5. From the SageCRM folder, choose Workstation Setup to open the E/W
form
CRM Workstation Setup form.
If you have not yet installed the CRM synchronization component (and
you had selected Web Services in the E/W SageCRM Setup form, as
instructed in step 3), a dialog box will appear, to enable you to install
it now.
6. To test your connection, click the new Test button on the Workstation
Setup form, shown below.
Update Notice 27
Changes in Sage Accpac ERP 5.4 Integration with Sage Accpac CRM 5.8
From SageCRM to Sage Accpac ERP
If you use Sage Accpac ERP 5.4, and are using Sage Accpac ERP .NET
Web Deployment, you now have the option to use .NET remoting (instead
of COM/DCOM) to send information from SageCRM to Sage Accpac ERP
and to open the Sage Accpac screens (such as Order Entry) from within
SageCRM. To do so, follow these steps.
1. In SageCRM, choose the Administration menu, Sage Accpac

Administration, Setup Integration.
2. For each company record, set the Accpac Server Name in CRM to use
.NET notation, in the form of net://<machinename>:9000
(where 9000 is the port used by .NET remoting).
3. Download the Sage Accpac .NET Libraries to the CRM machine. To do

this: On the CRM machine, open Sage Accpac ERP in browser mode
(using .NET Web Deployment) and sign on to a company.

Sage Accpac CRM 5.8
This section describes the new features that were available in the previous
release of Sage Accpac CRM 5.8 integration with Sage Accpac ERP 5.4A
(released in Sage Accpac CRM Integration Patch B).
The main change in Sage Accpac ERP 5.8 integration is that you now have
the same integration to Sage Accpac ERP Accounts Payable that you
previously had to Accounts Receivable.

This means that you can promote CRM contacts to vendors in Sage Accpac
ERP, look up vendor information, and edit or start Sage Accpac ERP
documents.
Integration with Sage Accpac ERP Vendors

You can now send updates from A/P Vendors to CRM, and vice versa.
You can also Promote a CRM company to an A/P Vendor
Companies which are also Sage Accpac ERP vendors now have an
Aging and Statistics tab which provides credit information, aging
information and summary document statistics.
The Address and Person screens also have an Accpac A/P Address (or
Contact) checkbox
New Sales History in the O/E Inquiry Tab

The O/E Inquiry Menu now provides a Sales History choice, allowing you
to look up the sales history of inventory items.
Update Notice 29
The screen displays information in detail and summary versions:
A Single CRM Installation Can Now Link to More Than One Sage
Accpac ERP Company
You can now link more than one Sage Accpac ERP company to a single
installation of CRM. For example, you could link both SAMLTD and SAMINC
to one CRM database. Each company is stored in CRM with the Accpac
database ID.
To set up multiple companies:
1. In Sage Accpac ERP, activate and set up Sage Accpac ERP Integration
for CRM.
2. In Sage Accpac CRM, go to the Sage Accpac Integration Administration

area select New and set up the connection to each Sage Accpac ERP
company you want to link to CRM.

Changes to the Sage Accpac CRM Integration Module in Sage

Accpac ERP
The setup forms for Sage Accpac CRM can now be run in a browser, rather
than only on the Sage Accpac ERP desktop. In addition, the Notification
Options screen has been removed, and the options have been added to
Sage Accpac CRM Setup.
Small Changes in Tab and Label Names

Some field names changed to match the field names used in Sage Accpac
ERP. Other changes arose from rebranding ACCPAC Advantage Series to
Sage Accpac ERP, and still others were the result of Accounts Payable
integration (for example, the Promote to A/R tab is now called Promote
to Accpac).
Change to Downloading of Sage Accpac ERP Data Entry Forms

The Sage Accpac ERP data entry forms have changed so that Sage Accpac
CRM integration can pick up new forms from the Sage Accpac ERP server
whenever they are updated in Accounts Receivable, Accounts Payable and
Order Entry service packs.
Update Notice 31
Note: You still need to run the Sage Accpac ERP Web Client at
least once on each workstation where you use Sage Accpac CRM
(and log in to a company database) in order to install updated
Sage Accpac ERP Web Client files on the CRM workstation.
Change to Synchronize Tables

You must now select the Sage Accpac ERP company for which you want to
synch the tables (and do it once for each Accpac company).
Import Customer and Vendors

When importing customers or vendors, you must select the Sage Accpac
ERP company for which you want to import customers or vendors:
Screen Changes with Multicompany

The Find screen has a Sage Accpac ERP Database ID field to search on:

The Company Summary displays the Accpac Database ID:
The Promote to Customer tab is renamed to Promote to Accpac On this

screen you can select which Accpac Company you want to promote the
Company to, and whether you want to promote them to Customer or
Vendor:
Update Notice 33

Sage Accpac ERP Integration With SageCRM 6.1 Update Notice

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Sage Accpac ERP

Sage Accpac ERP Integration with SageCRM 6.1

Sage Software, Inc.

No part of this documentation may be copied, photocopied, reproduced, translated,

Update Notice iii

iv Sage Accpac ERP Integration with SageCRM 6.1

For details on system requirements, see Chapter 2 of the latest SageCRM

The Installation program provides the following software selections:

SageCRM 6.1 for Sage Accpac ERP module

Integration components, as follows:

i. Sage Accpac Accounting Integration for SageCRM

Note:Depending on your license, this item may be included

It is also provided as a separate install component, in case you

ii. Sage Accpac ERP 5.4 Integration components (EW54A).

iii. Sage Accpac ERP 5.5 Integration components (EW55A).

Sage Accpac ERP Integration Update Notice

Sage Accpac ERP Integration Guide

You can find these and other SageCRM documents in the

Before You Install

For SageCRM system requirements, see the requirements in the SageCRM

2 Sage Accpac ERP Integration with SageCRM 6.1

Installing and Activating Sage Accpac ERP

If you are upgrading from a previous version of SageCRM for Sage

Choose Install SageCRM 6.1. The following screen appears.

During this installation:

a. When you encounter the following screen, select the option

4 Sage Accpac ERP Integration with SageCRM 6.1

b. When you encounter the following screen, select Upgrade Your

If you currently have SageCRM 6.0 integrated with Sage Accpac

If you currently have SageCRM 6.0 integrated with Sage Accpac

If you currently have SageCRM 6.0 integrated with Sage Accpac

6 Sage Accpac ERP Integration with SageCRM 6.1

d. Follow the instructions on the remaining screens.

If you plan to use the Web Services option as a connection method

When you encounter the following screen, we recommend you

If you do not install the synchronization component now, you can

By default, the E/W component and the synchronization component

7. On Sage Accpac ERP desktop, select the SageCRM folder. Then:

b. On each Sage Accpac ERP workstation, select SageCRM

b. Re-synchronize the tables. Use the Administration menu, Sage

8 Sage Accpac ERP Integration with SageCRM 6.1

c. If you are upgrading from a previous version of SageCRM

Re-import vendors. Use the Administration menu, Sage Accpac

Upgrade to SageCRM 6.0 for Sage Accpac ERP

Upgrade to SageCRM 6.1 for Sage Accpac ERP

Upgrade to SageCRM 6.0 for Sage Accpac ERP

2. On the main installation screen, choose to install version 6.0 of

To proceed to the next screen, click Next.

3. When you encounter the following screen, choose Upgrade Previous

4. When you encounter the following screen, choose Upgrade your

10 Sage Accpac ERP Integration with SageCRM 6.1

7. Continue with the remaining screens.

8. When you encounter the following screen, click Finish.

9. Log on to SageCRM 6.0. No action is required once SageCRM opens.

Upgrade to SageCRM 6.1 for Sage Accpac ERP

Changes in Sage Accpac ERP 5.5 Integration with

User-Level Security and Database-Level Security

12 Sage Accpac ERP Integration with SageCRM 6.1

Database Level. A new security feature, Accpac Database-Level

Synchronization of A/R Ship-To Address and A/P Remit-To

Read the next three subsections for details.

Note: Please check your options carefully on the SageCRM Setup

Import Customers or Vendors