Sage CRM 7.1 - Accpac 6 Quote Order integration

Posted By TIPL over 11 years ago

Hi All,

This is regarding the Sage CRM 7.1 - Accpac 6 integration. The quote and order integration is revamped such that when user clicks on a Quote tab in CRM, it shows the web UI of Accpac. It allows users to select items, which are fetched at real time from Accpac. My concern is I need visibility of products created in Sage CRM product catalog. That is the picker must list Sage CRM products as well as Accpac items.

Moreover, is there a configuration setting where I can bring back earlier stand alone Quote/Order screens, rather than using integrated screens? I know one way is to go into Opportunity tab group and change the URL of Quote and Order tabs, but will that impact or cause unpredictable behavior as far as integration is concerned?

Regards,

Yogesh

0 TIPL over 11 years ago

I dont think this is how it works in the new integration that has come with Accpac 6. It shows you the Quotes and Orders tabs under Opportunity context alright, however when you click on them the screens are the integrated Accpac Web UI screen, not stand alone Quote/Order screens.
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0 scankannan over 11 years ago

system behavior - > change opportunity items - > use quotes and orders
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Sage CRM 7.1 - Accpac 6 Quote Order integration

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