Stephen Smith's Blog

All things Sage 300…

Sage ERP Accpac 6.0 Quote to Orders

with 21 comments

Sage ERP Accpac and SageCRM have a very tight integration. But the current generation of Accpac is a Windows desktop application and SageCRM is a Web Browser based application. SageCRM will display a fair amount of Accpac data in its web pages, but at some point you drill down into the Accpac application and an Accpac screen will be run. This causes a disconnect for the customer as they switch from the SageCRM Web application to the Accpac Desktop application. There are also performance problems with this context switch and some installation difficulties getting the “Web” based version of the current Accpac installed and configured properly since it uses ActiveX controls.

Now as Sage ERP Accpac transforms itself into a true zero-client Ajax HTML/Javascript Browser based application (with no ActiveX controls), we want that to leverage this new technology to improve our SageCRM integration. For Accpac 6.0 we will start that process by offering native Web based versions of our Quote and Orders screens that will run natively inside SageCRM. These screens will be styled like all the other CRM screens and customers shouldn’t be able to tell the difference whether they are working with one of these Accpac screens or any of the regular CRM screens.

The styling and screen aren’t fully developed yet, but below is an early prototype of the start of a Quote screen running as part of the CRM web page.

The key points are that the screen lives inside CRM, it does not pop out of the application and when it’s finished it will be styled to look like all the other screens.

This way a sales person running SageCRM, won’t know he’s running multiple Sage applications as he manages his contacts, leads and opportunities as well as entering quotes and orders. To him it is all one application.

There is a fair bit of extra work going on behind the scenes to ensure that the workflow is continuous, data is automatically transferred from one step to the next (like opportunity to quote to order), and data is automatically synchronized in both directions with Accpac. If some one edits an Order in Accpac, then the opportunity and other data is kept in sync in CRM. We are also smoothing out some of the supporting workflows, like how a lead is promoted to a customer.

There are a couple of other screens like an Order Summary screen that are being added to our SageCRM integration using the new Web Based UI framework. But many of the other screen like if you drill down into A/R or PJC will still result in the VB screen being run in 6.0. We will be looking to fix up these in Sage ERP Accpac 6.1.

Hopefully this is a step to making the End-to-End application experience much more seamless for customers. Combining this with the SData initiative, we should start seeing much closer integrations between Sage products as they incorporate all these new and exciting technologies.

Written by smist08

December 17, 2009 at 5:31 pm

Posted in CRM

Tagged with , , , , ,

21 Responses

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  1. Hi Steve,

    Thanks for this – great info. Can you explain how you will tackle the issue of prospects vs customers though? In the above example, your creating a quote for Ronald Black, but what if it was for a prospect instead – how (or perhaps more importantly, where) would the quote be stored?

    Is the intention to store the quote details in CRM until it is converted to an order, at which point if the Prospect needs to be converted into a Customer then that will done then?

    Thanks Steve.

    Paul Stacey

    January 11, 2010 at 4:32 pm

    • The current plan is to require that the prospect is elevated to be a CRM company (but not an Accpac customer). Then the quote will be tied to the CRM company, but stored in Accpac using the non-existent customer option. However we then have an additional safeguard that you can convert this quote to an order, but you can’t ship it until you assign a real Accpac customer to it. So you can then either create a new Accpac customer or assign it to an existing customer and then ship.


      January 11, 2010 at 9:00 pm

  2. […] orders from Sage CRM. Have a peak over at Stephen Smith’s blog (Sage Software Architect) – Sage Accpac Quote to Orders in 6.0. This is a feature I’ve been waiting for too long and just can’t come soon enough. This […]

  3. […] These three parts can be used independently. For instance Accpac could use the GCRM contract synchronization contract to replace the current method and start incorporating CRM data into its own UIs that is retrieved by the real time SData feeds, but then rather than using the CRM Order Entry screen, surface the Accpac Order Entry screen inside of CRM (the quote-to-order feature: […]

  4. Stephen,
    It is important to ensure other salesperson could not browse through Quotes that do not belong to them.
    Current OE UI allows user to move from quote to quote, even to orders.


    May 8, 2010 at 12:45 am

    • The new quotes to orders UI’s only let you see orders and quotes for the customer currently selected in CRM, you can’t access any other orders or quotes, except by selecting the customer in CRM first, so access is controlled by CRM security.


      May 8, 2010 at 4:57 pm

  5. […] been “webified” are the various quote and order related screens that are run inside SageCRM ( In the meantime we still want the new desktop/portal to be used by all users, so we have provided […]

  6. […] SageCRM is already a nice modern Web based application. A common complaint about our CRM integration is that whenever you run an Accpac screen a Windows form leaps up out of the nice CRM web pages. This is disjointing and makes it clear you are running two applications. With Quotes to Orders we have developed web based versions of various screens to do with quote and order entry using the new framework and included them in our CRM integration. So now the Accpac screens are styled like CRM pages and make it appear as if you are staying in one application as you move between CRM pages and Accpac pages. In addition the quote and order screens have been made far easier to use by sales people so that they can be more productive taking orders. For more info on Quote to Orders see: […]

  7. […] along with Web based screen integration to SageCRM ( A common question is how I set this up in a secure manner so that these new features won’t be […]

  8. […] Sage ERP Accpac 6.0A Portal Sage ERP Accpac 6.0 Adhoc Query Sage ERP Accpac 6.0 Quote to Orders Sage ERP Accpac 6.0 Data Portlets Sage ERP Accpac 6.0 – Locking Fiscal Periods by Module Drilling […]

  9. […] 6.0 introduced our new Web Based technologies with the new Portal, Dashboards, Inquiry tool and Quote to Orders. With Accpac 6.1 we are now looking to fill out the main Accounting functionality by offering Web […]

  10. […] learn more about Sage ERP Accpac 6.0A including the new Web Portal, new Web Based CRM Integration, Dashboards, new Inquiry tool and more, please attend our Virtual Launch […]

  11. […] course the Sage ERP Accpac 6.0A Quotes to Orders functionality is all in the integration. The screenshot below is actually the work in progress […]

  12. […] we went into the Accpac Quote to Order feature with-in SageCRM. Here we showed someone entering an Accpac order from the Accpac web screen […]

  13. […] of sessions where we ran through the Order Entry process, entering an order in SageCRM using our Quote to Order features, then bringing that order up in the new Web Screen, charging a credit card using Sage […]

  14. How about Quotes to PJC? Is it possible. Currently under OE, you can quote only if you have a contract with a customer or you need to make a new contract. Is it not possible to create quote without having a contract at all?

    September 28, 2011 at 12:07 pm

    • As it stands, an O/E job-related quote can only include estimates, not contracts, so if you need to create a quote you will have to create new estimates using the Contract Creation Wizard (can be launched from Order Entry). When you turn a quote into an active order the program will also turn the estimates into real contracts.


      September 28, 2011 at 9:09 pm

  15. […] a few SData feeds that it needed to support the new Web Portal, Data Snapshots, Inquiry Tool and Quotes to Orders features. But Sage 300’s support for SData is based on converting SData Web Service requests into […]

  16. […] released the new fully Web based Quote to Order integration into Sage CRM with version 6.0A. The intent of this screen was to fit seamlessly into […]

  17. […] operation in version 5.6A and then fully used it starting with version 6.0A for the Portal and Quote to Orders. Since then we’ve been improving our multi-threading as it is a very foundational component to […]

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