Sage Software MAS 500 User Manuals

Table of Contents

• Product Overview

  2
• Availability

  3
• Compatibility

  3
• Features Overview

  4
  • Consistent Customer Record

    4
    • Adding ERP Customers from CRM

      4
    • CRM Accounts to ERP Customers Link

      5
    • Relating CRM and ERP Contacts

      5
    • Address Maintenance

      6
  • Create Invoices from CRM Service Contracts

    7
  • Accurate Product Information

    8
    • Relating CRM Products to ERP Items

      8
    • Adding ERP Items

      9
    • Product Inventory

      9
  • Generate Orders from CRM Opportunities

    10
• Setup and Configuration

  12
  • ERP Login Parameters

    13
  • Setup Wizard

    13
    • Setup ERP Selection

      13
    • Select ERP Instance

      14
    • Default Values for ERP Customers – Customer Templates

      15
    • ERP Customer Template Maintenance

      15
    • Assign CRM Users to a ERP Customer Template

      16
    • Default Values for ERP Contacts – Contact Templates

      16
    • Default Values for ERP Address – Address Templates

      18
    • Default Values for ERP Sales Orders – Sales Order Templates

      19
    • Default Values for ERP Invoices – Invoice Templates

      20
  • CRM to ERP Field Mapping

    21
    • Selecting a Template

      22
    • Defining the Field Mapping

      22
    • Field Mapping Functions

      23
    • Field Mapping Conditions

      25
    • Reviewing Field Mapping

      26
  • ERP Data Query Wizard

    27
    • ERP System Views

      32
    • Mapped Queries

      33
    • Ad Hoc Queries

      34
  • Sites / Warehouses

    38
  • Products / Items

    40
• Features and Comparison to Sage DynaLink

  41
• Frequently Asked Questions

  44