As we know Sage CRM is very effective in managing the Sales and Services with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. Using each of the entities customer data can be maintained and requirement can be fulfilled.
The integrated solution of Sage CRM allows us to create a link between Sage CRM & Sage ERP 300 which allows synching of tables and database of Sage 300 ERP. Further, Quotes and Orders can be created using integrated platform of Sage CRM.
New Stuff: Grid Manipulation Using CSS
In our recent development activity we came across a different requirement wherein our customer didn’t want his users to promote Quotes to an Order from Sage CRM. Refer to below screenshot which displays Promote to Order button on Quotes tab.
So, to hide this button from screen we have made changes in following page “sagecrmquotesummary.xml” located at below path.
1) Go to following path:
C:\Program Files (x86)\Common Files\Sage\Sage 300 ERP\Tomcat\portal\swtServices\uiDefinitions\oe62a\eng\sagecrmquotesummary.xml
2) In this file, search for “button_promote” keyword and comment out the following highlighted code line.
Now, if we are hiding the Promote to order button then we have to disable the checkbox from the screen. To disable the checkbox you have to again comment out the codes as shown in below screenshot.
Now, after modifying the script as explained above following will be Quotes screen with no Promote to Order button.
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
Also Read:
1) Working with integrated Quotes and Orders screen
2) How to enable Quotes & Orders tab against Opportunity?
3) Clone Quotes and Orders in Sage CRM
4) Copying Opportunity and Quotes
5) How to Promote order from Sage CRM to Sage PRO
Sage CRM – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
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