by Emma Tsai

Recently, I worked on an interesting integration project between doc-link and Sage 300 ERP. doc-link is a document management and workflow solution the client uses to address their paper intensive process for Accounts Payable. After we reviewed their business process and identified the gap, we proposed an integration solution that imports voucher data from doc-link into Sage 300 ERP...

by Emma Tsai

A few months ago, I had a conversation about automated process with a client who provides food and goods delivery service. The client complained that they currently have to manually input AR invoices into Sage 300 ERP according to the invoices generated by their new IDS Dispatch system. Due to a lack of integration between the two systems, they ended up doubling the work. After we r...

by Hrayr Galoyan

I recently worked on integrating Intacct with Salesforce. There is an existing integration package, and the manual that comes with it is pretty good. However, I faced several issues that the manual did not cover, and most were related to Salesforce functionality. This was my first time integrating Intacct and Salesforce. Fortunately, Salesforce has an outstanding support team; t...

by Kristi Feng

Last week we helped a client create a “find page” in CRM to look up Sage 300 ERP Inventory quantities.  Our client only has one Sage 300 ERP company, so we first created a view in CRM with the fields we need. Then we setup a new table connection to the view to create a new list and blocks for the find screen. After we finished the project, I went to make the data ...

by Joe Zhou

One of our Intacct customers, a wireless service reseller, approached us with a need to build an on-premise, Windows-based application to manage their existing Intacct integration written in PHP using the WAMP stack. After we reviewed the requirements, we proposed two options for the client to consider. The first one is to build exactly what the client requested. The other option is ...

by Brian Terrell
Here are our favorite articles we read this week:

LinkedIn deals the open Internet a severe blow:  http://www.zdnet.com/linkedout-crm-companies-squawk-over-linkedins-api-policies-7000028762/?utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

 

Wearable tech is all the rage.  Arxis suggests this will accelerate the adoption of cloud based appl...

by Kristi Feng
A SmartLink Click in Intacct allows us to embed intelligent hyperlinks into forms and reports. The hyperlinks can be based on conditional information about the objects in Intacct. We need to enable Platform Services or Customization Servers before adding a new SmartLink Click.
When we create a SmartLink Click, we usually focus on two main properties:

• Target (required): This is ...

by Sheila Zhang
We know that Sage 300 ERP is smart enough to use the local SQL database login to replace the SQL database login that is used on the development computer. So you don’t always need to install your client database when developing a general logic report for them on your computer. We did this for a while. However, you need to do this if you are referring to an additional data tabl...

by Hrayr Galoyan
In a previous blog post, I began explaining how to manage projects using Sage CRM and Intacct. Here are the next steps to take:

Step Three – Follow-up

In the most cases, clients let us know if they approve the project. The problem is, if the client decides to not proceed with the project, we usually don’t know about it, but the opportunity continues sitting in our ...

by Kristi Feng
Last week, I decide to check into how to use Intacct Web Service API to show Intacct Customer data in Sage CRM using classic ASP. I want to show the Name, Terms, and Total Due Amount from Intacct on a new tab under a Sage CRM company. To do this, there is a need to store a common code between the two systems. I added a new field under Sage CRM Company to store the correspo...