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')

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

 DefaultValue='Y';
 Hidden=true;

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);
 }

• 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.

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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

The screen should appear as

For any companies not of type “Customer”