MAS Integration

From Customer365 for SageCRM
Revision as of 19:37, 26 November 2012 by CrmtogetherPortal (talk | contribs)

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

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" />

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"/>