Sage 100

Has anyone completed a multi-company Sage 100 to Sage CRM integration? I know you have the ability to complete this now through the standard CRM integration, but what I have done just keeps kicking out messages saying I can't do it that way. I've looked in the help and install docs trying to find out what the procedures are and I'm not having much luck.

@PeterWolf would likely know

This is new functionality - I assume you are using Sage 100 2014. I don't believe that we have any clients using the multi-company configuration just yet. I have pinged my team and should know for sure soon.

@KevinWesley - we have no direct experience but if you would like we could dig in to it further. Please let me know.

@PeterWolf - It has been out since 2013 I believe. Sage 100 now allows multiple companies to integrate with CRM and has setup screens to allow this within Sage 100. Where it turns to no information is how it's handled on the CRM side. Is there a separate install of CRM required, do you have to run separate CRM databases for each company in Sage 100, etc... It even gets dicier when you look at the integrated screens in CRM that now reference a Sage 100 company code and the CRM Quote/Order Entry allows you to pick the Sage 100 Company. That would lead you to believe there is some kind of company separation from within the same CRM database. But, no docs, so who knows how it's supposed to work. If you want to take a look and see if you can find a doc, that would be great. Otherwise I'm going down the path of calling Sage, which is a complete crap shoot lately.

Good questions - please post back a summary of your findings.

@KevinWesley - Not sure if you saw this session at Summit. Is this of any help?

@PeterWolf - Thanks for that link. That helps a lot...