Pre-Release Guide for Sage SalesLogix for Sage MAS 500 January 2008
Table of Contents Product Overview.......................................................................................................... 2 Availability ..................................................................................................................... 3 Compatibility ................................................................................................................. 3 Features Overview ........................................................................................
With more than 8,000 companies using Sage SalesLogix worldwide, Sage SalesLogix is the CRM leader for small to mid-sized businesses. Availability Sage Saleslogix 7.2 for Sage MAS 500 is currently scheduled for be available in March, 2008. Compatibility Sage SalesLogix v7.2 Service Pack 1 (Windows client) or later Sage MAS 500 Rel 7.05 Service Pack 3 & Aug 2007 MU (7.05.
Features Overview Sage SalesLogix for Sage MAS ERP allows you to maintain your company customer information while also maintaining your customer’s financial accounts. Simply knowing the customers name and address is not enough to beat the competition. You need access to all of the communications that you have had with that potential or existing customer is vitally important in maintaining a strong customer relationship for continued sales.
CRM Accounts to ERP Customers Link Customer and Account relationships are many to many and are maintained in the SalesLogix ERP Account Links on the SalesLogix Account. Relating CRM and ERP Contacts In the same way you can add or link Sage SalesLogix Accounts to Sage MAS Customers, you can also add and match Contacts between the systems.
Relationships can be added and edited through this view. The contact will be created using the Company Code, Customer ID defined in the selected link. Contact links for Sage MAS 500 are based on the Contact Name, and cannot be changed. Contacts may also be created in the Sage MAS 500 system automatically when the Account is refreshed, depending on the options select during setup.
Create Invoices from CRM Service Contracts From Sage SalesLogix, you may create a back-office invoice directly from a Service Contract. This will collect all Ticket activity related to the Contract, allow editing of details, and then submit it as an invoice. From that point, the ERP system will process as a regular invoice and a link from the Contract to the Invoice will be maintained in Sage SalesLogix.
Accurate Product Information Sage SalesLogix Products are seamlessly linked to Sage MAS Items so you can maintain accurate information on products. Relating CRM Products to ERP Items The Product to Item relationship is many to many and is maintained on each product record in Sage SalesLogix. A SalesLogix Product can be associated to several MAS 500 Inventory Items across one or more MAS 500 Companies.
The Item to Product relationships allow for proper price checking during opportunity entry. Adding ERP Items Currently, adding Sage MAS ERP Inventory Items is not available from within Sage SalesLogix. Product Inventory View inventory status across multiple warehouses for each product.
Generate Orders from CRM Opportunities Sales Quotes While not connected to the network, remote salespeople can change account information and enter basic sales quotes. The next time they synchronize, the information is transferred into the SalesLogix database, and then into the accounting system. Sales Orders Workgroup users have the ability to toggle between their sales management tool and MAS 90, MAS 200, or MAS 500 to create a sales order for the current SalesLogix account.
From Sage SalesLogix Account, see all customer Sales Order and Invoices, double-click to view Expand to see Sales Order details Once posted to ERP, the Sage SalesLogix user cannot edit the Sales Order.
Setup and Configuration Once installed, you must define how the CRM and ERP interoperate. This configuration is made easier by wizards and automated where possible.
ERP Login Parameters The Login Parameters allow the Sage SalesLogix user to enter the credentials to be used to access the Sage MAS ERP system. These credentials are stored by Sage SalesLogix user, and each Sage SalesLogix user that will be accessing Sage MAS ERP will be required to set these credentials. Setup Wizard The Setup Wizard allows the Sage SalesLogix Administrator to set options which will define how the two systems will operate. The following are the options currently available.
Select ERP Instance You must define the specific instance of the back-office to connect to Sage SalesLogix. A valid ERP user name and password is required to connect to each specific server and database. Please note: for proper configuration, this must be a Sage MAS 500 User Account that does not use Application Roles.
Default Values for ERP Customers – Customer Templates Customer templates are used to define the default values when new customers are created in the back-office system by Sage SalesLogix. You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record. Customer templates can be assigned to users. If a Sage SalesLogix user does not have a template assigned, the DEFAULT template will be applied.
Assign CRM Users to a ERP Customer Template Template users are assigned by selecting the template and clicking the Users button. To assign a user to a template place a check by the name of the user. This list will contain all CRM users. Default Values for ERP Contacts – Contact Templates Similar to Customer templates, Contact templates are used to define the default values when new contacts are created in the back-office system by Sage SalesLogix.
Page 17 of 45
Default Values for ERP Address – Address Templates Similar to Customer templates, Address templates are used to define the default values when new addresses are created in the back-office system by Sage SalesLogix. You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record. Address templates can be assigned to users. If a Sage SalesLogix user does not have a template assigned, the DEFAULT template will be applied.
Default Values for ERP Sales Orders – Sales Order Templates Similar to Customer templates, Sales Order templates are used to define the default values when new sales orders are created in the back-office system by Sage SalesLogix. You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record. Sales Order templates can be assigned to users.
Default Values for ERP Invoices – Invoice Templates Similar to Customer templates, Invoice templates are used to define the default values when new invoices are created in the back-office system by Sage SalesLogix. You may assign different templates to different Sage SalesLogix users depending on rights and values to be entered for a new customer record. Invoice templates can be assigned to users. If a Sage SalesLogix user does not have a template assigned, the DEFAULT template will be applied.
CRM to ERP Field Mapping You may define how CRM and ERP data moves between systems. This field mapping can include functions to convert data formats and conditionally move data between CRM and ERP. This configuration is made easier by wizards and automated where possible. Each Template (see previous section) can have different field mappings associated depending on the complexity and needs of individual customers. This section will give an overview of field mapping.
Selecting a Template The first step of the Wizard is to select which Template to configure field mappings. Default templates are shown, but any template may have a different field map. Defining the Field Mapping We will use the Customer Template as an example for field mapping. Contact, Address, Sales Order, and Invoice templates are mapped in the same fashion. Note: Invoice mappings have restrictions. The A/R Invoice has header and line items, but only header items can be mapped.
Some notes about this setup. First, the Direction indicates how the data flows: • <– Indicates the data flow from Sage MAS ERP into Sage SalesLogix CRM • -> Indicates the data flows from Sage SalesLogix CRM into Sage MAS ERP • <-> indicates the record ownership will determine the direction of data flow Additionally, each field link can have functions applied and/or conditions enforced before the data is moved.
• Proper – Convert string to proper case, based on windows settings. • Left – Returns left(x) characters from a string, where x is the number of characters. o Parameters: Length • Right – Returns right(x) characters from a string, where x is the number of characters.
Field Mapping Conditions In some cases data should not be moved unless certain conditions apply. In such cases you can apply Conditions to specify when the data should move. Change Conditions by right-clicking on the field and choosing Conditions. In the example below, the Sage SalesLogix Data Field ACCOUNT.TYPE must contain a value equal to “Prospect” before the data is moved. In this example, the Sage MAS ERP CONTACT.LASTNAME field cannot be blank.
Reviewing Field Mapping When you have completed mapping of all fields and applied the appropriate functions and conditions, you may preview the entire map and print a report of the map for future reference by using the Print/Prev button.
ERP Data Query Wizard A data query is the definition of how Sage SalesLogix requests information from the ERP system. Data Queries are specific to the ERP system but are template independent. You can store this data in an ad-hoc fashion (for a “view” of data) or as mapped table data (relational fields/tables in the Sage SalesLogix database). From Sage SalesLogix, select the menu Tools > Manage > ERP Link > Data Query Wizard to configure how data is requested from the ERP system.
Data queries may be added, edited, or deleted, from the right click menu, or edited from the Edit button in the display grid.
Page 29 of 45
When adding a new data query the following options are available. Query Name – Identifies the query and will be displayed in the ERP Data view inside the SalesLogix Client. Query Type – The data query must be a Mapped or Ad Hoc data query Mapped data queries require the data to be mapped to a physical table in SalesLogix. Ad Hoc data queries collect and store the information in an XML format in SalesLogix.
query selected. For mapped queries only ACCOUNTREFERENCE and blank are available. The Parent Table for Ad Hoc queries may be ACCOUNTREFERENCE or any of the previously defined data queries. When the parent table is a previously defined data query the results of the current query will be displayed as a child table in the data viewer. If the parent table selected is another data query the parent/child relationship must be created.
ERP System Views ERP System Views allow the user to launch into ERP system application and, if available, select the related record automatically. ERP System Views may be added to any query, Mapped or Ad Hoc, but only Ad Hoc views will automatically display the options. Additional Mapped queries require a view to display the data and will also need the code to display and launch the ERP System Views added to them.
Mapped Queries Mapped queries are used to import data from the ERP system into Sage SalesLogix tables. Mapped queries can be related or unrelated queries, to the Sage SalesLogix Account. Related queries are used to define data that is related to the Account through the Account Reference. Unrelated queries are used to import general data from the ERP System into Sage SalesLogix that is not related to the Account, i.e. defined available payment terms.
Ad Hoc Queries Ad Hoc queries allow the user to define fast, simple queries that may also have a parent/child relationship with other queries. The resulting data from Ad Hoc queries is stored in the SalesLogix database, but in an XML format. This prevents the data from being used to create SalesLogix groups, or other SalesLogix functions that require the data to reside in individual fields. The data from Ad Hoc queries is viewed view the Query Data Viewer described in the next section.
The data displayed in the Query Data Viewer can be grouped, sorted, and filtered by the user.
Right clicking on a record displays a popup menu from which the user can select several different options.: • Available Fields – Displays a popup window containing a list of available fields which can be added to the selected grid row. • Format “Field Name” – Displayed only when a current grid field is selected. Allows the user to format the current column. • Hide “Field Name” – Displayed only when a current grid field is selected. Allows the user to hide the selected column.
o Fit Columns Mode – Determines how the columns should be sized to fit in a page. No Fit - Specifies that columns should be printed as they are seen in the screen. Zooming - Specifies that the print document will be scaled to fit all the columns in one page. Sizing Columns - Specifies that columns should be resized to fit all the columns in one page. o Card Columns Per Page - Specifies the number of card columns to print in a page.
Sites / Warehouses You may define Sites within Sage SalesLogix for product inventory. Sites can be created to link to the ERP Warehouses for stock status. Choose Tools > Manage > Sites from the Sage SalesLogix menu.
Once the Site is created in Sage SalesLogix, it may be associated to a Warehouse in the ERP system.
Products / Items You may link ERP items to Sage SalesLogix Products to allow for accurate quotes and orders. Choose Tools > Manage > ERP Link > Load / Refresh Products from the Sage SalesLogix menu to define this process. Select the Products to link. If more than one back office company is configured, they will appear in the ERP Company drop down list. You may also change how the product fields are mapped from this screen.
Features and Comparison to Sage DynaLink NEW ERP Contract • Pulls posting amounts, notes and tickets over from MAS o Can select a different charge code from MAS 500 o Posting in SLX means that it is pending in MAS until completed in MAS Improved User Experience • On Demand, per record linking and synchronization of records • Phoenix introduces more seamless integration functionality e.g.
• Entirely Customizable via SalesLogix and .
Accounts • • Query back-office system for full listing => populates listing from MAS 500 o Will designate if duplicate accounts exist in SLX o Auto Link test for same / similar values in ERP also in CRM (like a de-dupe) o Tighter validation Difference results number represents how far off the similar accounts are from each other (like a Google results search) o Can set decreasingly less stringent matches • Dynalink did not have the efficiency of this capability except to manually sort through and
Frequently Asked Questions Is Sage MAS 500 Visual Integrator required? No. This integration does not require the use of MAS Visual Integrator as previous integrations required. How do I install? Installed as a Bundle in Sage SalesLogix. No separate “server” to install or maintain. What is the price and licensing restrictions? The integration is free for Sage MAS ERP customers who are current on maintenance and support. How does this integration work with Sage SalesLogix v7.
56 Technology Drive Irvine, CA 92618-2301 800-854-3415 www.sagemas.com The information contained in this document represents the current view of Sage Software, Inc. on the issues discussed as of the date this document was prepared. Sage Software cannot guarantee the accuracy of any information presented after the date of publication. The capabilities, system requirements and/or compatibility with third-party products described herein are subject to change without notice.
