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Welding System
Sage Software
MAS 500
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Contents
Main
Table of Contents
Product Overview
Page
Features Overview
Consistent Customer Record
Adding ERP Customers from CRM
CRM Accounts to ERP Customers Link
Relating CRM and ERP Contacts
Address Maintenance
Create Invoices from CRM Service Contracts
Accurate Product Information
Relating CRM Products to ERP Items
Page
Generate Orders from CRM Opportunities
Page
Setup and Configuration
ERP Login Parameters
Setup Wizard
Setup ERP Selection
Select ERP Instance
Page
Assign CRM Users to a ERP Customer Template
Default Values for ERP Contacts Contact Templates
Page
Default Values for ERP Address Address Templates
Default Values for ERP Sales Orders Sales Order Templates
Default Values for ERP Invoices Invoice Templates
CRM to ERP Field Mapping
Page
Field Mapping Functions
Page
Field Mapping Conditions
Reviewing Field Mapping
ERP Data Query Wizard
Page
Page
Page
Page
ERP System Views
Mapped Queries
Ad Hoc Queries
Page
Page
Page
Page
Page
Products / Items
Features and Comparison to Sage DynaLink
Page
Page
Frequently Asked Questions
