Sage 100

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  • 1.  Turn off Sage CRM integration

    Posted 10-04-2023 17:57

    How do you turn off integration with Sage CRM from Sage 100?  Do you just rename the CRxxx folder?  Or CWxxx  - whatever the heck it is.



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    Beth Bowers
    (269) 358-0989
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  • 2.  RE: Turn off Sage CRM integration

    Posted 10-04-2023 18:06

    Temporarily: stop the Integration Engine (service).

    Permanently: deleting the entry from CRM Server Options should do it.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Turn off Sage CRM integration

    Posted 10-05-2023 00:46
    Edited by Basil Malik 10-05-2023 00:46

    Kevin's method is the "quick" way of doing it. However, it doesn't remove the Sage CRM related information from your Sage 100 tables.

    If you're looking to fully remove the integration, and ensure that it doesn't become a future problem when upgrading, installing ISV solutions, or otherwise customizing Sage 100.... there's more to it.

    If Kevin's method works, great! If you want the longer route that cleans up the Sage 100 data tables of Sage CRM "clutter," I can post those steps. 



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    Best Regards,

    Basil Malik
    Practice Director, CRM
    e: bmalik@netatwork.com
    ------------------------------



  • 4.  RE: Turn off Sage CRM integration

    Posted 10-05-2023 07:40

    @Basil Malik - can you please post those?  More info is always better!



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    Beth Bowers
    (269) 358-0989
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    Original Message


  • 5.  RE: Turn off Sage CRM integration

    Posted 10-05-2023 08:06

    I believe @Basil Malik is referring to what he happened to have recently posted here a few weeks ago.  And this is good timing for me as well!  Also trying to see if the client is interested in looking at Creatio.

    Sage 100 2017 to 2023 upgrade - abandoning CRM in 2023 - must I uninstall CRM before migrating?



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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    Original Message


  • 6.  RE: Turn off Sage CRM integration

    Posted 10-05-2023 08:38
    Edited by Basil Malik 10-05-2023 08:39

    That's what I like to hear about Creatio, @Brett Zimmerman. If you've got other customers interested in Creatio, we're doing a webinar next week (10/10 @ 2p ET) to quickly run through the Sales features of Creatio.

    https://register.gotowebinar.com/register/8738499937656392791?utm_source=webinar-Creatio-Q4&utm_medium=email&utm_campaign=Streamlining+Sales+Operations



    ------------------------------
    Best Regards,

    Basil Malik
    Practice Director, CRM
    e: bmalik@netatwork.com
    ------------------------------

    Original Message


  • 7.  RE: Turn off Sage CRM integration

    Posted 10-05-2023 08:36

    Good morning, @Beth Bowers and @Brett Zimmerman!

    Of course! :) I just didn't want to clutter the boards with this if Kevin's way would suffice. Here are the steps that I've followed for years. I've performed these steps for many years (outsourcing the Sage 100 bit to a Sage 100 consultant), and I've never heard from the customers again about Sage CRM... they generally come back asking for something else. :)

    1. Remove the Sage 100 references from the Sage CRM database
      1. Launch SQL Server Management Studio.
      2. Run the attached query, ensuring you're running the query on the CRM database (if you run it on anything else, it'll likely fail)
        -- Run these queries in two batches:

-- Batch 1
-- Removes relationships from Sage 100 Customers and Company records in Sage CRM
Update Company Set comp_mas_ardivisionno = NULL, comp_mas_customerno = NULL, comp_mas_customertype = NULL, comp_mas_defaultpaymenttype = NULL, comp_mas_pricelevel = NULL, comp_mas_salespersondivisionno = NULL, comp_mas_salespersonno = NULL, comp_mas_taxschedule = NULL, comp_mas_taxscheduledesc = NULL, comp_mas_termscode = NULL, comp_mas_termscodedesc = NULL, comp_MAS_CompanyCode = NULL, comp_MAS_CompanyKey = NULL, comp_mas_CustomerStatus = NULL, comp_mas_CustomerStatusLongDes = NULL, comp_mas_InactiveReasonCode = NULL, comp_mas_InactiveReasonCodeDes = NULL 

-- Removes relationships from Sage 100 Contacts and Person records in Sage CRM
Update Person Set pers_mas_ardivisionno = NULL, pers_mas_customerno = NULL, pers_mas_contactcode = NULL, pers_MAS_CompanyCode = NULL, pers_MAS_CompanyKey = NULL 

-- Removes relationships from Sage 100 Ship-to Addresses in Sage 100 and Addresses in Sage CRM
Update Address_Link Set AdLi_mas_ardivisionno = NULL, AdLi_mas_customerno = NULL, AdLi_mas_contactcode = NULL, AdLi_mas_shiptocode = NULL, AdLi_MAS_CompanyCode = NULL, AdLi_MAS_CompanyKey = NULL 

-- Removes relationships b/t Sage 100 Contacts and their Phone Numbers in Sage CRM
Update PhoneLink Set PLink_ARDivisionNo = NULL, PLink_CustomerNo = NULL, PLink_ContactCode = NULL, PLink_MAS_CompanyCode = NULL, PLink_MAS_CompanyKey = NULL 

-- Removes relationships b/t Sage 100 Contacts and their Email Addresses in Sage CRM
Update EmailLink Set ELink_ARDivisionNo = NULL, ELink_CustomerNo = NULL, ELink_ContactCode = NULL, ELink_MAS_CompanyCode = NULL, ELink_MAS_CompanyKey = NULL 

-- Removes relationships from Orders in CRM and Sales Orders in Sage 100
Update Orders Set orde_MASDocumentNo = NULL, orde_MASDocumentType = NULL, orde_MASDocumentDate = NULL, orde_MASSequenceNo = NULL, orde_masconfirmto = NULL, orde_masfob = NULL, orde_MAS_CompanyKey = NULL, orde_MAS_CompanyCode = NULL, orde_mastermsdesc = NULL, orde_massalestaxamt = NULL, orde_masfreightamt = NULL, orde_masdepositamt = NULL, orde_masbalancedue = NULL, orde_masordercomment = NULL

-- Removes item relationships b/t Order Items in CRM and Line Items in Sage 100
Update OrderItems Set orit_masdocumentno = NULL, orit_masdocumenttype = NULL, orit_masdocumentdate = NULL, orit_massequenceno = NULL, orit_masitemcode = NULL, orit_MASItemDesc = NULL, orit_masunitofmeasure = NULL, orit_maswarehousecode = NULL, orit_maskityesno = NULL, orit_MASQuantity = NULL 

-- Removes relationships from Quotes in CRM and Sales Orders in Sage 100
Update Quotes Set quot_MASDocumentNo = NULL, quot_MASDocumentType = NULL, quot_MASDocumentDate = NULL, quot_MASSequenceNo = NULL, quot_masconfirmto = NULL, quot_masfob = NULL, quot_MAS_CompanyKey = NULL, quot_MAS_CompanyCode = NULL, quot_mastermsdesc = NULL, quot_massalestaxamt = NULL, quot_masfreightamt = NULL, quot_masdepositamt = NULL, quot_masbalancedue = NULL, quot_masordercomment = NULL

-- Removes item relationships b/t Quote Items in CRM and Line Items in Sage 100
Update QuoteItems Set quit_masdocumentno = NULL, quit_masdocumenttype = NULL, quit_masdocumentdate = NULL, quit_massequenceno = NULL, quit_masitemcode = NULL, quit_MASItemDesc = NULL, quit_masunitofmeasure = NULL, quit_maswarehousecode = NULL, quit_maskityesno = NULL, quit_MASQuantity = NULL 


-- Batch 2
Truncate Table CRMEmailPhoneData
    2. Open Sage 100 and run needed utilities: in the "Customer Relationship Managment" module, run these two utilities in this order
      1. CRM Rebuild
        1. All users must be out of Sage 100 except the user running the utility
        2. You'll need to stop the "Sage 100 Integration Service" from the services.msc utility
      2. Purge Order/Quote Tracking
        1. Same as the CRM Rebuild (all users out & Sage 100 Integration Service stopped

    3. Once the above is done, it's safe to follow the Sage KB titled "How to remove CRM Integration from Sage 100"
      1. Link: https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=224924850073826&page=1&position=4&q=remove%20sage%20crm%20integration

    4. Disable the Sage 100 Integration Engine

    Steps 1 and 2 and their sub-steps remove the data from your standard Sage 100 tables, making it as if Sage 100 customers, ship-tos, contacts, and sales orders were never related to Sage CRM. Additionally, it truncates the one table that's the primary cause of most integration issues (the CRMEmailPhoneData table)

    Step 3 follows Sage's standard steps in Solution ID:  224924850073826 to fully remove the remaining references to Sage CRM integration. In some cases, the customer didn't want to do this, so the "quick" fix is doing what Kevin suggested in his response above.

    Step 4 is the "double tap" method of ensuring Sage 100 and Sage CRM never try to communicate again. :)

    I hope that helps!



    ------------------------------
    Best Regards,

    Basil Malik
    Practice Director, CRM
    e: bmalik@netatwork.com
    ------------------------------

    Original Message


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