This section describes how to configure the settings to activate integration of the QAD Customer Relationship Management (QAD CRM) application with QAD Enterprise Applications. It discusses the following topics:
Describes the uses of the Integration module.
Explains how to use ERP Management Control.
Explains how to define settings for control switches, users, multiple currencies, products, addresses, sales quotes, sales orders, Installed Base, Calls, Call Quotes, Contracts, and Contract Quotes.
Initial Data Transfer
Discusses the importance of successful data transfer and lists the proper transfer order.
Discusses how templates are used.
You can integrate QAD CRM with QAD Enterprise Applications – Standard Edition and Enterprise Edition application. You can configure this switch-based integration according to your requirements by specifying the modules you want to integrate. You can also control data flow and other behavior.
The QAD Enterprise Applications Integration module helps to maintain settings and set switches for the integration of QAD CRM and QAD Enterprise Applications. You can set up the integration for particular modules based on your requirements. You can access the QAD Enterprise Applications Integration module through the main menu of QAD CRM.