Country Code Setting

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.

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