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MAS 500
User Manual
45 pgs2.23 Mb0
User Manual
25 pgs1.23 Mb0
Table of contents
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Sage Software MAS 500 User Manual

5 (1)
Pre-Release Guide for Sage SalesLogix for Sage MAS 500
January 2008
Table of Contents
Consistent Customer Record.................................................................................................4
Create Invoices from CRM Service Contracts......................................................................7
Accurate Product Information................................................................................................8
Generate Orders from CRM Opportunities .........................................................................10
Setup and Configuration ............................................................................................ 12
ERP Login Parameters..........................................................................................................13
Setup Wizard..........................................................................................................................13
CRM to ERP Field Mapping ..................................................................................................21
ERP Data Query Wizard........................................................................................................27
Sites / Warehouses ...............................................................................................................38
Products / Items ....................................................................................................................40

Product Overview

Sage SalesLogix® is the Customer Relationship Management (CRM) solution that drives sales performance in small to mid-sized businesses through Sales, Marketing, and Customer Support automation and integration to accounting and business management applications.
The combination of Sage SalesLogix CRM and Sage MAS 500 ERP provides your organization access to the most current product information, pricing, discounts, and inventory when creating quotes or taking orders. In addition, without having to leave Sage SalesLogix, they can view all relevant customer data, such as credit status, terms, and account balance so they can better service customers.
Advanced customization capabilities enable Sage SalesLogix to work in concert with your unique sales and customer interaction processes, and to accommodate growth and changing business requirements.
Through robust functionality, ease of use, and ease of customization, Sage SalesLogix provides your small to mid-sized business an affordable CRM solution with low cost of ownership, rapid time to productivity, and high return on investment.
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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 (7.05.11) or later
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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.
Sage SalesLogix for Sage MAS ERP allows you to:
• Provide Consistent Customer Records
• Create Invoices from CRM Service Contracts
• Maintain Accurate Product Information
• Generate Orders from CRM Opportunities

Consistent Customer Record

By joining Sage SalesLogix CRM with Sage MAS ERP, you finally have a single view of you customers. Back-office customer information such as invoice history, open invoices, credit rating, and more can now be viewed along with notes, activities, history, and more from your CRM system.
This consistent customer record provides additional benefits to your entire organization:
• Seamless data entry – end-users do not have to worry about entering data in separate CRM and ERP systems
• Customer information available anytime – using powerful synchronization capabilities built into Sage SalesLogix, many customer details are available to the mobile sales force
• Complete customization – using the tools provided in Sage SalesLogix, developers can customize the solution to better meet the needs of their companies
To achieve this customer record, Sage SalesLogix Accounts are seamlessly linked to Sage MAS Customers. Likewise, Contacts and Addresses are linked so that they remain consistent across systems. This linking is simple to setup, automatic to use, and requires no maintenance.

Adding ERP Customers from CRM

From Sage SalesLogix Accounts, you may lookup the matching ERP Customer record to create a link. You may also add ERP Customers directly from Sage SalesLogix if they do not exist as an ERP Customer.
The Customer will be created using the Company Code, and Customer ID provided. The Company Code is required, and Customer ID is optional. If the Customer ID is not provided the next customer number will be selected.
The customer will be created in the selected MAS 500 Company, along with all associated addresses and contacts if selected in the setup options.
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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.
Contact to Contact relationships are many to many and are maintained in the ERP Link Contact Links on the SalesLogix Contact
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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.

Address Maintenance

You may link any address in Sage SalesLogix to an address in Sage MAS ERP from the edit address dialog, ERPLinks button. Address to Address relationships are one to one and maintained on each address record in Sage SalesLogix. Addresses may also be created in the Sage MAS ERP system automatically when the Account is refreshed, depending on the options select during setup.
Multiple addresses may be linked for each Account.
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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.
Contract to Invoice relationships are one to many and are maintained for each Contract on the Contract view.
Right click the ERP Contract Links grid and select Add… to create a new invoice for the selected contract.
The amount to be posted in the new invoice - defaults to contract balance
The charge code to be used when creating the invoice. The lookup button will be displayed if the user is allowed to override the charge code.
If the Post Tickets option is selected in setup, all unposted Ticket charges will be shown here. Tickets may be unselected and Charge Code may be changed.
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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. When products are added to an opportunity the products are checked to ensure availability in the selected company and the user may be presented with a warning, or not be allowed to add the item to the opportunity, based on setup options.
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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.
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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. This allows them to take advantage of information in MAS 90, MAS 200, or MAS 500, such as sales pricing, customer discounts, and sales tax calculation.
Inventory items If inventory items are included in the replicated data in SalesLogix, users can select their inventory items as line items on the quotes. In addition, they can look up quantities in the warehouse (site). This information is as current as the last synchronization.
From Sage SalesLogix, you can insert a Sales Order…
…and post into ERP - on hold, pending approval.
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From Sage SalesLogix Account, see all customer Sales Order and Invoices, double-click to view
Once posted to ERP, the Sage SalesLogix user cannot edit the Sales Order.
Expand to see Sales Order details
Right-click to open in Sage MAS to edit the Sales Order
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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. From Sage SalesLogix, select the menu Tools > Manage > ERP Link to configure the following:
• Login Parameters (for Sage MAS ERP login)
• Setup Wizard
• Entity Mapping Wizard
• Data Query Wizard
• Load / Refresh Products
• Load / Refresh Accounts
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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.

Setup ERP Selection

ERP System Selection allows the user to select the ERP application that will be configured for integration with SalesLogix. The ERP System(s) available depend on the installed plugins.
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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.
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