QuotesOrders: Difference between revisions
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and add the fields you want displayed to that. | |||
Revision as of 11:19, 20 November 2019
- page update in progress....
Sage CRM Quotes and Orders You can VIEW quotes and orders from Sage CRM under the opportunity.
Setup
need to create screen on QuoteItems entity called
QuoteItemsGridIntMX
and add the fields you want displayed to that.
Config options
<add key="QuotesEnabled" value="Y" /> <add key="OrdersEnabled" value="Y" /> <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" />