Opening Sage 100 programmatically

SUGGESTED

I used to use a system where the phone was tied into the accounting.  When a customer called, their caller id was read and their customer record would open.


Is it possible to use a command line to open Sage 100 to a specific module page (ie, Sales order or customer maintenance) and fill in to do a look up based on the phone number in the caller id?

Our partner was going to set us up with CRM and a phone program for this, but then they told us we could not do our BOMs in CRM, so we need to open Sage 100 ERP directly, not CRM.


Thanks

Chris

Chris - at - betterbee.com

  • 0

    I guess with enough dollars and code. BUT you best option would be CRM.  Why would you want to do your BOMs in CRM?

  • 0 in reply to BigLouie

    They presented CRM as how our telephone sales force would enter their sales orders.  We would use CRM and they would not have Sage licenses.  As it turns out, we would need to sell a kit item that is BOM with options in Sage and use CRM when they did not order a kit that used BOM with options.  Trouble is 75% of our sales are kit items.

    Chris

  • 0 in reply to Beevet
    SUGGESTED

    Greetings,

    While we don't reccomend it and have never tested running Sage 100 tasks this way, there is a way to create a shortcut to launch a Sage 100 task.  This is similar to what is used to launch VI Jobs external to the Sage 100 Launcher.  I believe there is a knowlegebase article about this but I don't know the article number.

    If you can code your program to launch the following shortcut, then it should work. The one issue is that you need to specify the Sage 100 User and Password in the shortcut which can be a security issue.

    This example launches Sales Order Entry in my 5.10 installation:

    D:\sage\5.10\MAS90\Home\pvxwin32.exe ../LAUNCHER/SOTA.INI ../SOA/STARTUP.M4P -arg direct uion user password ABC SO_SalesOrder_UI

    Replace D:\...\pvxwin32.exe with the path to your Sage 100 installation's pvxwin32.exe file.

    user = Sage 100 user

    password = Sage 100 password for user

    ABC = Sage 100 Company Code

    SO_SalesOrder_UI = UI program for Sales Order Entry

    Thank you,

    Kent

  • 0 in reply to Beevet

    With SageCRM with the standard integration and even with the Greytrix standard integration when you click the button to write the sales order in SageCRM it opens the Sales Order Entry screen from Sage 100. So what is the issue. You could still do the telephone integration in SageCRM and enter your orders with option bills. HOWEVER if you have the Greytrix Complete Integeration then you would have a problem as the orders written entirely in SageCRM and then promoted to Sag 100.

    So what do you have.