Version 1.6

Owned by Nadine Roeper
Aug 31, 2018
5 min read


Essential new features:

  • eased installation process
  • Pricing analog to Sage 100 / OfficeLine (with all discounts for customers/items/actions)
  • Synchronisation of opportunities and ProjectSuite with projects in Sage 100/OfficeLine


General changes and corrections:

  • Correction of export dispatch of data services: The time-controlling has not been enqueued correctly in the queue after dispatch.
  • Correction of the CRM connection: Date values from a transformation "Type formatting" will correctly be formatted for the webservice.
  • Correction: The deletion of data services has not adjusted the queue and records.
  • Correction SIS administrator: The feature "Dissolve errors by transformation" has used the wrong data type when type converting the true value.
  • Correction: Apostrophes will be escaped by SQL demands from constructed statements.
  • Correction CRM: ERP accounts could not have been deleted.
  • The transformation "Separate complete name" has been reworked. Now schemes with a separate second first name and an automatic mode for recognising the available scheme are available.
  • SIS administrator: Marking of data service column will be provided in list.
  • SIS administrator: Processes and data service of the same type (plugin) will be displayed grouped in the tree.
  • SIS administrator: The content of the record window for processes and data services can be copied by button in the buffering.
  • CRM component: If the option "Set up Sage Office Line / Sage 100 proof transfer" is activated for the installation, the usage of quantity units in the CRM will be deactivated.
  • CRM component: The parameter structure has been changed and expanded by help texts.
  • CRM connection: The cancellation instruction will also be controlled within the plugin in order to break up potentially long running demands earlier.
  • CRM proof transfer: The CRM component adds the item screens for offer and order to the manual pricing. The pricing at the offer and order will be proofed if applicable with the price list panel of the company.
  • Data services: Export dispatch by Excel of data services writes if applicable error notifications in the Excel file.
  • Data services: Export dispatch by Excel of data services will not be sent if the result is empty and no error notification is available.
  • Data services: Export disptach by Excel of data services generates a pseudo status in the queue record so that the result amount can be understood.
  • Data services: The generation of a link on the CRM entity has been reworked. The URL now includes the complete set of keys of a record.


special Sage New Classic:

  • Correction New Classic: The complete transfer of companies and persons from the CRM by SNC has not limited the SIS status.
  • Correction New Classic: The generation of new customer or supplier numbers has been corrected.
  • New Classic: Templates for contacts to persons have been adapted.
  • New Classic: Templates for company by customer or supplier have been expanded by the address supplements so that its synchronisation is symmetric.
  • New Classic: The generation of the contact person index for customers and suppliers have been corrected.
  • New Classic: The company-person combination will additionally be verified when transferring persons from the CRM to New Classic.
  • New Classic: The company-address combination will additionally be verified when transferring addresses from the CRM to New Classic.
  • New Classic: The first transfer of CRM to SNC has been adapted. The modification date which has been generated by the reply of the status etc, has not been taken over to the data images. Therefore, a conflict could occur in the return direction.
  • New Classic connection: The cancellation instruction will also be controlled within the plugin in order to break up potentially long running demands earlier. 
  • New Classic: Markings in plugins have been adapted.
  • New Classic: Markings in templates have been adapted.
  • New Classic: Processes for company, person and account write an error notification in a text panel at the record for the transfer direction CRM to ERP. In case of a successful transfer, the panel will be emptied.
  • New Classic: In the queue record, the particular used demand will be saved in the source system.
  • New Classic connection: The objects customers and suppliers deliver turnover figures for the current year and the previous year as well as the total turnover. A template for the turnover update is included in the setting resources.


special Sage 100 / Office Line:

  • Sage 100 / Office Line: The first transfer of CRM to S100/Office Line has been adapted. The modification date which has been generated by the reply of the status etc, has not been taken over to the data images. Therefore, a conflict could occur in the return direction. 
  • Sage 100 / Office Line: The process "sales prices by CRM prices" has been reworked. During the transfer, several CRM prices will be generated if applicable which produce the basic list relation. Therefore, no clear image exists in each case between a record and during the first transfer, if applicable an available CRM price needs to be determined. Therefore, the ID of the CRM quantity unit will be taken by the data which need to be saved and the standard quantity unit will be used. When demanding already available prices, the compliance regulation will be included about which a mandate differentiation can be made if applicable. Furthermore, the prices will be transferred as gross values in case of gross lists.
  • Sage 100 / Office Line: A pricing demand has been added to the CRM offers and orders in the ERP system. The synchronisation of the items in the CRM is a condition for this.
  • Sage 100 / Office Line: New process plugin for the synchronisation of project steps with the entity project procedure (ProjectProcess).
  • Sage 100 / Office Line: The process template for price lists only just selects the standard price lists.
  • Sage 100 / Office Line connection: The cancellation instruction will also be controlled within the plugin in order to break up potentially long running demands earlier. 
  • Sage 100 / Office Line connection: The connection implements a real time pricing gateway.
  • Sage 100 / Office Line: The current account price list will be synchronised in the standard templates with company or account. The new panels are part of the OL component.
  • Sage 100 / Office Line CRM pricing: By a new panel for offer and order, the desired mandate can be determined. The standard is "1". With the mandate, an account number of the company or if applicable the account will be determined. The pricing orientates first of all at found account numbers if applicable and evaluates the indications in Sage 100 / Office Line for the pricing. If no account number is available, the price will be selected by the price list which is deposited at the offer or order.
  • Sage 100 / Office Line: Markings in the plugins have been adapted.
  • Sage 100 / Office Line: Markings in the templates have been adapted.
  • Sage 100 / Office Line: Processes for company, person, account, oportunity and project write an error notification in a text panel at the record for the transfer direction CRM to ERP. In case of a successful transfer, the panel will be emptied.
  • Sage 100 / Office Line. The file names of the templates have been changed so that a useful combination is recognisable.
  • Sage 100 / Office Line: The transfer from persons to contact person, account to current accounts and CRM bank details to bank details verifies the allocated company-address combination.
  • Sage 100 / Office Line: In the queue record, the particular used demand will be saved in the source system.
  • Sage 100 / Office Line: Error notifications from S100 /Office Line have been expanded and forwarded to the SIS and the CRM.



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