Hello,
The usual data model in SEI PINVOICE (PIH) does not pick up any invoices created via AP/AR module in Sage and so I'm trying to create a new data model for these. I can get data from the lines using BPSINVLIG and *A tables, but does anyone know…
Does anyone have an example of how to set up the data model and then workflow to trigger an email based on the creation of a sales order, using a field in the itmmaster as a filter (and this data point isn't in any of the SORDER tables).
I want the…
Hello,
The short length of certain text fields is a constant complaint from our customers.
It is very necessary to increase the size of text fields, especially for DES, AX3 and NAM types
Regards
This article provides links to different videos and articles that discuss the creation and use of Key Attribute data. Key Attribute data is data held in Sage CRM for typically marketing purposes and that is captured through question categories in either…
A customer had the requirement to merge two Sage CRM databases. They had just acquired another company who used the same version of Sage CRM integrated with the same version of a Sage BMS (Accounting System).
They wanted to know whether this could be…
This question was asked in a training class I taught recently.
Imagine the standard Opportunity workflow.
At any state within the workflow that are a number of further workflow rules available. These are the possible transitions to the next state…
You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the…
One of the great strengths of Sage CRM is its openness. Its data model is documented and published and available to members of the Developer Program.
In some applications relationships between the different entities may be fixed or defined within the…
I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together.
It is certainly not unusual for a partner to occasionally need…
A simple Notification can be of two types
OnScreen Notification
Email Notification
Both types of Notification can be seen in the WorkflowRules table. E.g. select * from workflowrules where wkrl_ruletype = 'time' and wkrl_deleted is null OnScreen…
I hope in this article to explain the meta definition of the following structures:
Standard Reports
Saved Searches
Groups (Target Lists) These features/structures in Sage CRM all use the Reports tables:
custom_reportbands
custom_reportcharts…
I need to generate reports based on Sage X3 and for that i need to understand the sage database design. I am searching online for the database architecture and design but i am not able to find a lot regarding the database design and table description…
