MAS Integration - Revision history

CrmtogetherPortal at 13:55, 16 September 2013

2013-09-16T13:55:42Z

← Older revision		Revision as of 14:55, 16 September 2013
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	[[File:mastable.png]]		[[File:mastable.png]]

	Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created ~~and a screen called "PortalOrdersScreenMAS" also.~~		Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created

	[[File:solist.png]]		[[File:solist.png]]

			and a screen called "PortalOrdersScreenMAS" also.

			[[File:soscreen.png]]

	Add your required fields to these blocks.		Add your required fields to these blocks.

CrmtogetherPortal at 13:54, 16 September 2013

2013-09-16T13:54:25Z

← Older revision		Revision as of 14:54, 16 September 2013
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	Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created and a screen called "PortalOrdersScreenMAS" also.		Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created and a screen called "PortalOrdersScreenMAS" also.

			[[File:solist.png]]

	Add your required fields to these blocks.		Add your required fields to these blocks.

CrmtogetherPortal at 13:49, 16 September 2013

2013-09-16T13:49:47Z

← Older revision		Revision as of 14:49, 16 September 2013
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	EG		EG

	[[File:mastable.png]]		[[File:mastable.png]]

CrmtogetherPortal at 13:49, 16 September 2013

2013-09-16T13:49:19Z

← Older revision		Revision as of 14:49, 16 September 2013
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	*so_salesOrderHistoryDetail		*so_salesOrderHistoryDetail
	*so_salesorderhistoryheader		*so_salesorderhistoryheader

			EG
			[[File:mastable.png]]

	Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created and a screen called "PortalOrdersScreenMAS" also.		Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created and a screen called "PortalOrdersScreenMAS" also.

CrmtogetherPortal at 13:46, 16 September 2013

2013-09-16T13:46:09Z

← Older revision		Revision as of 14:46, 16 September 2013
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	The MAS integration uses the MAS database order details as opposed to the CRM orders.		The MAS integration uses the MAS database order details as opposed to the CRM orders.

	Within CRM the MAS database must be connected and the following tables must also be attached		Within CRM the MAS database must be connected

			[[File:masdbcon.png]]

			and the following tables must also be attached

	*AR_Customer		*AR_Customer

CrmtogetherPortal at 13:24, 16 September 2013

2013-09-16T13:24:10Z

← Older revision		Revision as of 14:24, 16 September 2013
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	E.G		E.G
	<add key="MASIntegration" value="True" />		<add key="MASIntegration" value="True" />

			CRM must have the MAS integration (comp_mas_customerno field created in company)

CrmtogetherPortal at 17:37, 26 November 2012

2012-11-26T17:37:32Z

← Older revision		Revision as of 18:37, 26 November 2012
Line 13:		Line 13:
	E.G		E.G
	<add key="MASIntegration" value="True" />		<add key="MASIntegration" value="True" />

	~~----~~

	~~Web.Config Settings~~

	~~<add key="PortalOrdersListMAS" value="PortalOrdersListMAS"/>~~
	~~<add key="MASIntegration" value="True" />~~
	~~<add key="OrdersListLinkField" value="SalesOrderNo" />~~
	~~<add key="OrdersListIdfield" value="SalesOrderNo" />~~
	~~<add key="OrdersListSummaryPage" value="ordersummary.aspx" />~~
	~~<add key="ar_customer" value="MAS_TST.dbo.ar_customer" />~~
	~~<add key="so_salesorderhistoryheader" value="MAS_TST.dbo.so_salesorderhistoryheader" />~~
	~~<add key="so_salesOrderHistoryDetail" value="MAS_TST.dbo.so_salesOrderHistoryDetail" />~~
	~~<add key="PortalOrdersScreenMAS" value="PortalOrdersScreenMAS" />~~
	<add key="so_salesOrderHistoryDetail_fieldlist" value="ItemCode as OrIt_LineItemID, SequenceNo as OrIt_linenumber,ItemCodeDesc as OrIt_description,'' as OrIt_uomid,QuantityShipped as OrIt_quantity,UnitCost as OrIt_listprice,UnitCost as OrIt_quotedprice,LineDiscountPercent as OrIt_discount,(UnitCost * QuantityShipped) as OrIt_quotedpricetotal" />
	~~<add key="so_salesOrderHistoryDetail_orderby" value="LineKey" />~~
	~~<add key="so_salesOrderHistoryDetail_total" value="sum(LastUnitPrice * QuantityShipped) as OrIt_quotedpricetotal" />~~
	~~<add key="so_salesOrderHistoryDetail_filter" value=" " />~~
	<add key="so_salesOrderHistoryDetail_endtotals" value="salesorderno as Orde_OrderQuoteID,sum(UnitCost * QuantityShipped) as Orde_nettamt, '' as Orde_DiscountType, '' as Orde_DiscountPC,'' as Orde_discountamt, '' as orde_grossamt" />
	~~<add key="so_salesOrderHistoryDetail_groupby" value="group by SalesOrderNo"/>~~

CrmtogetherPortal at 17:37, 26 November 2012

2012-11-26T17:37:22Z

@@ Line 13: / Line 13: @@
 E.G
    <add key="MASIntegration" value="True" />
 ----

CrmtogetherPortal at 09:18, 31 August 2012

2012-08-31T09:18:22Z

← Older revision		Revision as of 10:18, 31 August 2012
Line 6:		Line 6:
	*so_salesOrderHistoryDetail		*so_salesOrderHistoryDetail
	*so_salesorderhistoryheader		*so_salesorderhistoryheader

			Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created and a screen called "PortalOrdersScreenMAS" also.
			Add your required fields to these blocks.

	To turn on the MAS integration the setting "MASIntegration" must be "True"		To turn on the MAS integration the setting "MASIntegration" must be "True"

CrmtogetherPortal at 09:16, 31 August 2012

2012-08-31T09:16:35Z

← Older revision		Revision as of 10:16, 31 August 2012
Line 1:		Line 1:
	Within the MAS ~~intergation settings~~		The MAS integration uses the MAS database order details as opposed to the CRM orders.

			Within CRM the MAS database must be connected and the following tables must also be attached

			*AR_Customer
			*so_salesOrderHistoryDetail
			*so_salesorderhistoryheader

			To turn on the MAS integration the setting "MASIntegration" must be "True"
			E.G
			<add key="MASIntegration" value="True" />