Sage CRM and Sage 100 - Opportunity to Quote to Order

We just integrated a test version of CRM and Sage 100.  If we create an opportunity in CRM and then create a quote from in with integrated Sage 100, how do we convert that quote to an order, without having to retype all quote info on the customer in order to create a new account.

Hope I am making sense.  It just seems like we have to create a customer account in Sage 100 with a lot of the same details that exists on the opportunity and quote coming out of CRM and we are looking to eliminate redundant data entry.

Thanks for any guidance or recommended best practices.

  • 0
    I hope you received your answer already but for those that might have the same question...

    CRM Prospect Company - Prospect Quotes

    if it is a CRM Prospect Quote (created on the prospect customer) then you can convert the CRM Company from a prospect to a Customer.
    Select Maintain Relationship, Promote Company to Customer screen will appear, enter Customer No or select Lookup, Suggest Link, or Next Customer Number, and select Accept.
    This will promote the CRM Prospect Company to a Customer and Link it to a Sage 100 Accounts Receivable Customer (or create one as applicable). The Prospect Quotes for the prospect company (prospect customer) will be promoted to quotes for the newly selected AR Customer. See Sage Knowledgebase article 80974 "Working with Sage 100 CRM Prospect Quotes".

    CRM Quote (CRM Company linked to an existing Sage 100 Accounts Receivable customer):

    Select the Quote in CRM and choose Promote to Order to promote the quote to an order.
    The CRM screen does not refresh, so you will need to reselect that opportunity then order (instead of Quote) to view/edit (or select the Sales Order in Sage 100) to view/edit the order.