MAS Integration: Difference between revisions

From Customer365 for SageCRM
No edit summary
No edit summary
 
(7 intermediate revisions by the same user not shown)
Line 1: Line 1:
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
Line 7: Line 11:
*so_salesorderhistoryheader
*so_salesorderhistoryheader


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


To turn on the MAS integration the setting "MASIntegration" must be "True"
[[File:mastable.png]]
E.G
  <add key="MASIntegration" value="True" />


Within the "so_salesorderhistoryheader" a list called "PortalOrdersListMAS" must be created


[[File:solist.png]]


and a screen called "PortalOrdersScreenMAS" also.


[[File:soscreen.png]]


Add your required fields to these blocks.


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


 
CRM must have the MAS integration (comp_mas_customerno field created in company)
 
 
 
 
 
 
 
 
 
----
 
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"/>

Latest revision as of 13:55, 16 September 2013

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

EG

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" E.G 

 <add key="MASIntegration" value="True" />

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

Retrieved from "https://customer365.crmtogether.com/index.php?title=MAS_Integration&oldid=157"