Sage 200(UK) - Revision history

Sagecrmw at 16:54, 23 October 2014

2014-10-23T16:54:35Z

← Older revision		Revision as of 17:54, 23 October 2014
Line 40:		Line 40:
	eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);		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.		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”

2014-10-17T16:49:48Z

← Older revision		Revision as of 17:49, 17 October 2014
Line 39:		Line 39:
	*Due to how Accelerator creates and updates a person record the line		*Due to how Accelerator creates and updates a person record the line
	eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);		eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);
	causes an SQL Lock ~~which~~ times out.		causes an SQL Lock that times out. We don't need this to run as we look after this data.

2014-10-17T16:47:54Z

← Older revision		Revision as of 17:47, 17 October 2014
Line 35:		Line 35:
	eWare.ExecSql('UPDATE Person SET Pers_AccountId=' + accountID + ' WHERE Pers_PersonId=' + personID);		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 which times out.

2014-10-17T16:46:53Z

← Older revision		Revision as of 17:46, 17 October 2014
Line 4:		Line 4:

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

			Search for the text

			// 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);
			}