Sage CRM

Client on v5.1.2Adv and Sage CRM integrated. User who updates SO invoice batches swears when orders are in the batch only from certain CRM users the batch updates quicker, than other batches. Hope that makes sense. Sales Reps only put orders in through CRM login, never physically sign in Mas90. When the batch has everyone it takes extra time to run the update process. Any thoughts to why this may be? I have noticed some orders have no Sage CRM user and/or opportunity on the order, but the Mas90 user id (who entered order) will have that specific sales rep (CRM User). Again they do not open Mas90 and login at all (most probably don't even know they could).

Have you traced back who enters the orders that have no Sage CRM user? It sure seems like they are originating within Sage 100. I'm also wondering ... do they go straight to orders or do they send quotes first and convert those to orders? I'm wondering if the conversion process from quote to order is messing something up?

I know their flow pretty well and they process orders to invoices 99% in the same day. I would say likely quotes to orders are not happening. I think I will have to look at those orders with out CRM users and/or opps and see how they entered the order. I could see a quicker response time to process invoice batches if it did not have to write back to CRM.

I think if you can get more information on what's happening, that would be useful. It's hard in situations like this - wrangling salespeople to get more information is very challenging.

Could it be Sage Exchange processing in batch for certain customers (vs. non credit card invoices)?