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Sage Software Welding System MAS 500 User Manual

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Accounts 
•  Query back-office system for full listing => populates listing from MAS 500 
o
  Will designate if duplicate accounts exist in SLX 
o
  Auto Link test for same / similar values in ERP also in CRM (like a de-dupe) 
o
 Tighter 
validation 
•  Difference results number represents how far off the similar accounts are from each 
other (like a Google results search) 
o
  Can set decreasingly less stringent matches 
•  Dynalink did not have the efficiency of this capability except to manually sort through and 
review records 
•  ERP data tab at bottom of Account Record illustrates the ad hoc query details that come 
over 
o
  Can double click ad hoc listing and see details of sales records / invoice records 
o
  Can drag and drop fields around 
o
  Can create groups and subgroups 
o
  Preview data will show parent record with associated children 
•  Click on sales order in SLX and it will launch MAS 500 to show details of the sales order 
record 
•  In Dynalink, the user did not have the ability to specify views 
•  Account Details maps over directly 
o
  Right click into customer maintenance because “sitting” within MAS 500  
Opportunity Product 
•  While adding opportunity products, will pull ERP item pricing, including specials 
Not Available 
•  Vendor linking is not available in this release of Phoenix out of box (available through 
customization) 
 
 
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