Sage Software Welding System MAS 500 User Manual

NEW ERP Contract 

•  Pulls posting amounts, notes and tickets over from MAS 

o

  Can select a different charge code from MAS 500 

o

  Posting in SLX means that it is pending in MAS until completed in MAS 

Improved User Experience 

•  On Demand, per record linking and synchronization of records  
•  Phoenix introduces more seamless integration functionality e.g. 
•  When a user selects a product to add to an opportunity in SLX the unit price for the 

quantity selected is calculated in real time by the ERP system and seamlessly populated 
into SLX.  The user sees the back office price for that product without needing to engage 
a ERP sync. 

•  ERP Data presented in a more user friendly drill-able data grid in Sage SalesLogix 
•  ERP has a simple button that pushes a CRM account into ERP in one easy step - not 

dependent upon a sales order 

Look-ups 

•  Can be done by class values – pre-set templates for: 

o

 Contact 

o

 Address 

o

 Sales 

Order 

o

 Customer 

o

 Invoice 

•  No typing in value, can choose from drop-down menu 
•  Can assign specific users for the templates 

Sites (Warehouse) 

•  Sites returned to Sage SalesLogix to manage stock quantities for individual products at 

individual warehouses 

Synchronization 

•  Improved Data Synchronization performance 
•  With the ERP integration, now can do batching and users can force a sync (on demand). 

Can also be scheduled as well as an immediate refresh 

•  DynaLink synchronized only in batch mode, and a CRM user couldn’t force (push) out a 

sync 

Architecture Improvements 

•  No longer need a separate server  

 

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