Country Code Setting
Last updated
Last updated
State Settings: Enter only those States in CRM that are present in Sage 100.
Country Code setting: While adding an address or updating an address in CRM that needs to be promoted in Sage 100 please note that the country selected in CRM should have a code that matches with the country in Sage 100. Refer the below screen shot.
For setting up the code in CRM, follow the below steps
Go to Administration –> Customization -> Address.
In the Fields Tab click on the selection field type for Country field.
Select a country. Its translation and code will be populated on the right hand side column. Refer the below image.
Since you cannot edit an existing translation you will have to delete the existing Country code and create a new one. Click on the Delete button. The country that you had selected will no longer be listed.
Now create a new country name by adding the code and translation. Here you need to be sure that the country code specified matches with the one specified in Sage 100.
Click on Add to add the country in the list.
Then under the Selection Properties, select the required Country and accordingly change the code so as to match the Country as in Sage 100.Refer the above screen shot.
