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Sage CRM Quotes and Orders You can VIEW quotes and orders from Sage CRM under the opportunity.

Setup

1. Edit the screen "QuoteOfficeIntSmall" and hyperlink a column to "Quote". For Orders use screen "OrderOfficeIntSmall" and hyperlink a column to "Order"

2. If using Quotes need to create screen on QuoteItems entity called

 QuoteItemsGridIntMX

and add the fields you want displayed to that.

3. If using Orders need to create screen on OrderItems entity called

 OrderItemsGridIntMX

and add the fields you want displayed to that.


Config options

   <add key="QuotesEnabled" value="Y" />
   <add key="OrdersEnabled" value="Y" />


The item "UseQuoteItemsScreenList" should be left as N

   <add key="UseQuoteItemsScreenList" value="N" />    


Sage 300 Quotes

To enable set

 Sage300Enabled

to be Y


Config options for Sage 300

   <add key="Sage300Enabled" value="N" />
   <add key="Sage300QuotesListScreen" value="OEORDHListScreen" />
   <add key="Sage300OrdersListScreen" value="OEORDHListScreen2" />
   <add key="Sage300QuoteScreen" value="OEORDHScreen" />
   <add key="Sage300OrderScreen" value="OEORDHScreen" />
   <add key="Sage300QuoteFilter" value=" and type=4" />
   <add key="Sage300OrderFilter" value=" and type=1" />
   <add key="Sage300QuoteItemsScreenListSQL" value="select  'quoteitems' as tablename, #id# as tableid,#db#.dbo.OEORDD.* from #db#.dbo.OEORDD where ORDUNIQ=#id#" />
   <add key="Sage300OrderItemsScreenListSQL" value="select  'orderitems' as tablename, #id# as tableid,#db#.dbo.OEORDD.* from #db#.dbo.OEORDD where ORDUNIQ=#id#" />
   <add key="Sage300QuoteList" value="OEORDDGridInt" />
   <add key="Sage300OrderList" value="OEORDDGridInt" />