As far as linking the two, the standard Sage 100 and Sage CRM integration links CRM opportunity to Sage 100 Sales Orders & Quotes. These are linked by the CRM Opportunity, Quotes and Orders tables in the CRM SQL database to special order/quote integration tables in Sage 100. There is no default linking/integration for Sage 100 Purchase Orders (or Purchase Agreements) with Sage CRM.  A Customer/Contact in Sage 100 is linked to a Sage CRM Company/Person in the standard integration.

It is possible to upload documents to Sage CRM although they would not be directly linked to documents in Sage 100 but could possibly be available to view from the Sage CRM customer information.  

You may want to reach out to your Sage 100 partner and CRM consultant regarding customization that would allow custom fields or entities to display information within Sage 100 to show in Sage CRM, uploading data into Sage CRM, or to custom-link documents or information in the 2 systems.

Maybe someone here has some suggestions on how they have had PO/Agreements linked between Sage 100 & Sage CRM in their custom installations.

Hey Amanda - We have done that for some of our clients in the past. Happy to talk it through with you or your Sage 100/CRM consultant.

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