Sage Software Welding System MAS 500 User Manual
CRM to ERP Field Mapping
You may define how CRM and ERP data moves between systems. This field mapping can
include functions to convert data formats and conditionally move data between CRM and ERP.
This configuration is made easier by wizards and automated where possible.
include functions to convert data formats and conditionally move data between CRM and ERP.
This configuration is made easier by wizards and automated where possible.
Each Template (see previous section) can have different field mappings associated depending
on the complexity and needs of individual customers. This section will give an overview of field
mapping.
on the complexity and needs of individual customers. This section will give an overview of field
mapping.
From Sage SalesLogix, select the menu Tools > Manage > ERP Link > Entity Mapping Wizard
to configure Account, Contact, Address, Sales Order, and Invoice field maps.
to configure Account, Contact, Address, Sales Order, and Invoice field maps.
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