Creating an account (company) in Sage 200 CRM

Posted By David Forshaw over 6 years ago

I'm creating an account (company) using a custom dotnet dll. When I click on the financials tab of the relevant accounts, the following message appears:

I am currently writing to the company table. What other tables do I need to create an entry in for the financials tab to display correctly? Is there a built-in function that I can call?

0 Sage CRM over 6 years ago

David

I am not an expert in Sage 200 but are you working with the 'integration' or the 'connector'?
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0 David Forshaw over 6 years ago

Jeff,

I'm working with the Integration
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0 Darren Anguige over 6 years ago

dbo.account .... linked on company.comp_primaryaccountid and account.acc_companyid

Also you have all the other tables to consider. Depending on default required fields then there is address and address_link and person and person_lnk for the primary address and primary person for each company and account record.

That is assuming the classic integration.
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0 David Forshaw over 6 years ago

Thank you Darren!

After using .net to write to Company, Account and associated necessary tables, is there a way to close the connection and release any lock? This is because I am getting the following error in the PostInsert method of the table level script TLS_HideAccount_Company in Sage 200 CRM :

SQL Error : Query timeout expired (UPDATE Account SET Acc_Balance_CID = Acc_CurrencyID, Acc_CreditLimit_CID = Acc_CurrencyID, acc_website = '' WHERE
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Creating an account (company) in Sage 200 CRM

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