Sage Accpac Online 5.5 Integration Resource Guide for ERP and CRM

Sage Accpac Online 5.5 Integration Resource Guide for ERP and CRM Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide i © Copyright 2008 Sage Technologies Limited, publisher of this work. All rights reserved.No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without prior written consent of Sage Technologies Limited. Use of the software programs described herein and this documentation is subject to the End User License Agreement enclosed in the software package, or accepted during system sign-up. Sage and the Sage logo are registered trademarks or trademarks of The Sage Group PLC. All other marks are trademarks or registered trademarks of their respective owners. ii Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide Contents Chapter 1: Introduction What is Sage Accpac ERP Integration? ................................................................ 1-1 Chapter Summary ............................................................................................... 1-2 Chapter 2: Getting Started System Requirements .................................................................................... 2-1 Now you can…..................................................................................................... 2-1 Now you have…................................................................................................... 3-9 Choose Integration and Notification Options .................................................... 3-13 Setting up Sage Accpac ERP Workstations......................................................... 3-15 Now you can…................................................................................................... 3-17 Chapter 3: Using SageCRM for Sage Accpac Starting Sage CRM and Logging in…. ................................................................. 3-18 Synchronizing Tables .................................................................................... 3-21 Populating Sage CRM with Sage Accpac ERP Data........................................ 3-23 Working with Sage CRM for Sage Accpac .......................................................... 3-25 Company Tabs.............................................................................................. 3-25 Promoting a Customer or Vendor ................................................................ 3-27 Changing a Customer or Vendor Link ...................................................... 3-31 Viewing O/E and P/O Transactions............................................................... 3-31 View Order Entry Transactions................................................................ 3-33 View Credit/Debit Notes ......................................................................... 3-42 View O/E Pending Shipments (or P/O Pending Receipts) ........................ 3-43 View Item Sales (or Purchase) History..................................................... 3-45 View Requisitions (P/O only) ................................................................... 3-46 View Returns (P/O only) .......................................................................... 3-48 Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide iii Viewing Customer and Vendor Aging and Statistical Information.................3-49 Viewing A/R and A/P Transactions................................................................3-52 A/R Posted Transactions..........................................................................3-52 A/R Unposted Invoices ............................................................................3-54 A/R Unposted Receipts............................................................................3-55 A/R Unposted Refunds ............................................................................3-56 Viewing and Modifying Optional Fields ........................................................3-57 Viewing Project and Job Costing Contracts...................................................3-59 Viewing Return Authorization Documents....................................................3-64 Sage Accpac A/R and A/P Person and Address Types ...................................3-66 Now you can… ...................................................................................................3-68 iv Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide Chapter 1 Introduction Thank you for choosing Sage Accpac Online Hosted Services. This Resource Guide will provide important information and instructions on how you can get started. These helpful tips have all the answers to the most common questions and will help your users fully utilize the benefits of hosted services. What is Sage Accpac ERP Integration? Sage CRM / Sage Accpac ERP integration provides access to back-office data and customer information. Sage CRM provides bi-directional data transfer—updating both systems and avoiding redundant data entry. Transactional and statistical data in the back office system can be viewed in real-time through the Sage CRM interface. Sage CRM offers point and click promotion of prospects to customers or vendors, creating the account in the Accounts Receivable module (or Accounts Payable module for vendors), allowing users to view the necessary transactional information through Sage CRM. Sage CRM 6.1 can be integrated with Sage Accpac ERP version 5.4 or 5.5. This guide details integration with version 5.5. Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide 1–1 Chapter Summary Chapter Summary The table below gives a summary of each chapter in this guide. Chapter Summary 1: Introduction What is Sage Accpac ERP Integration 2: Getting Started System requirements and setup 3: Using Sage CRM for Sage How to configure the Sage CRM and Sage Accpac ERP Accpac ERP servers for Sage Accpac ERP integration. 1–2 Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide Chapter 2 Getting Started In this chapter, you will learn about: System requirements for the client workstations for accessing Sageaccpaconline CRM 6.1 and Sageaccpaconline ERP 5.5. System Requirements Windows 2000, XP or above. Microsoft Internet Explorer version 6.0 or 7.0. The Internet Explorer security settings must to be set to allow the following: − Download signed ActiveX controls − Run ActiveX controls and plugins − Script ActiveX controls marked as safe − Active scripting Now you can… List system requirements for client workstations for accessing Sageaccpaconline CRM and Sageaccpaconline ERP. Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide 2–1 Installing the Citrix client… Chapter 3 Installing the Citrix Client In this chapter, you will learn about: Installing the Citrix client. Installing the Citrix client… To logon to the Sage Accpac Online servers, you must install the Citrix Client. The Citrix Client Software needs to be version 9.0 or higher. If you have already been accessing our hosted applications, you should already have the Citrix ICA Client installed. Confirm the version. If it is a new workstation, then you will need to download and install the Citrix client software. You will still be accessing the applications via a Citrix session. At a later date, we will offer deployment of Citrix through the Web Interface method. You may download the latest Citrix ICA client directly from Citrix through the following link: http://download2.citrix.com/FILES/en/products/hockingclients/ica32web.msi Below are detailed steps on how to download and install the Citrix ICA Client from Sage Accpac Online. 3–2 Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide Installing the Citrix client… Go to the Internet browser and type http://www.sageaccpaconline.com and select Go (or Enter.) Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide 3–3 Installing the Citrix client… Click on LOG ON (see above) to go to the logon page. To download and install the Citrix ICA Client, click on the “If you receive a prompt to "open or save this file" while trying to connect, you may need to install the Citrix ICA Client software. Download the Citrix ICA Client from here.” link on the right side of the page. You will get the following screen prompting you to Run or Save the Citrix Client installation file. Select Run to start the download. 3–4 Sage Accpac ERP 5.5 and Sage Accpac CRM 6.1 Integration Guide