View source for Sage 200(UK)

Sage 200 UK edition installs specific tables into CRM which require an extra option being turned on

To turn on 200 integration need to change setting (web.config)

    <add key="UsesSage200UK" value="Y" />

*The install will also provide this option.

*There is also an SQL script provided which is needed to be run to create the stored procedures used in the integration

Finally we must create a new field on person (we created a checkbox called 'Pers_ct_accelcreated')

[[File:Pers_ct_accelcreated.png]] 

The we add this to the screen 'PersonOfficeIntNew' and we set the create script to be

  DefaultValue='Y';
  Hidden=true;

[[File:PersonOfficeIntNew.png]]


We then update the Table level script 'TLS_HideAccount_Person'

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  // Set the Account ID (only ExecSql works).
  eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);

and update this to be  

  if (Values('Pers_ct_accelcreated')!='Y')
  {
          // Set the Account ID (only ExecSql works).
          eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);
  }


*Due to how Accelerator creates and updates a person record the line
  eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);
causes an SQL Lock that times out. We don't need this to run as we look after this data.


----

To stop opportunities being created for non customer companies you need to add the following script to the screen “OpportunityOfficeIntNew”

Validate Script:
(text inside the ***** only)

*****
var compid = Values("oppo_primarycompanyid");
var CompRec = CRM.FindRecord("company","comp_companyid="+compid+" and comp_type='Customer'");
if(CompRec.Eof)
{
Valid=false;
ErrorStr="Cannot create opportunities for accounts of type Supplier";
}
*****
Click update and save

[[File:oppostop1.png]]

The screen should appear as

[[File:oppostop2.png]]

For any companies not of type “Customer”