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SalesLogix acts as the master customer list for this implementation. MAS 500 stores only those companies that have purchased items in the past. SalesLogix not only stores these customer accounts but also stores potential prospects, resellers, vendors, partners, and other entities. Not all of these SalesLogix entities should be passed into MAS, as the back office system is only concerned with customers.
Because SalesLogix was to be utilized as the primary application for users, it was critical that they be given access to the information that is contained in the back office system. Information on open orders, past sales activity, credit standing, and more, is needed for the sales and customer service reps to be able understand all aspects of the clients relationship with them.
Customer FX developed a solution to integrate customer records between SalesLogix and MAS 500. SalesLogix can then provide access to all relevant information. An integration was developed to tie SalesLogix accounts with their historic purchase history from the back office.
For this implementation the customer had recently upgraded from MAS 90 to MAS 500. However, because of business process re-mappings and other considerations it was decided not to bring the historic MAS 90 transaction data into MAS 500. Because of this, the client actually has two data sources to consolidate in order to get a true historic analysis of the back office history.
In order to achieve visibility of all of this data, it was necessary to aggregate both systems accounting data. It was decided to utilize SQL views as the means to consolidate the data and roll up the various data sources into a singular comprehensive view.
SalesLogix was modified to read data from the SQL views and to then display this data in custom SalesLogix views.
The following are sample screens showing the historic accounting data, rolled up from both the legacy MAS 90 and active MAS 500 systems:
Customer Information Summary- Displays a quick summary of credit history and sales.
Note Yearly Sales History dynamically change on screen as a new year starts. The last 5 years of data is shown.
Invoice History- Shows all paid invoices and detailed drill downs of specific items.
Open Invoices - Shows Invoices that are currently outstanding with associated payment information
Open Orders- Shows details of unfulfilled orders and their components
Payment History- Shows a listing of all payments made and which transactions they relate to.
All of this data is delivered real-time when viewing the various screens, from the MAS 90 and MAS 500 systems. This allows for real-time visibility to the back office history for all users in SalesLogix.
All of this information is easily searchable by utilizing custom SalesLogix lookups, accessed from the “Lookup” drop down menu in the SalesLogix client:
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