Release and Technical Notes – Faye Help Center

Release Notes

SugarCRM

3.0.1 Fields added to the Quoted Line Items include Drop Ship and Vendor Number
3.0.0 The Sugar Sage Integration has been updated to work with SugarCRM 7.9.
- This update includes utilizing the new SugarCRM Quotes UX
2.10.2
- Removed the installation of custom/clients/base/views/fbsg_account_sales_report
- Removed the installation of custom/Extension/application/Ext/JSGroupings/google-charts.php
2.10.1
- We have updated the package to add Vendor as a Drop Down value available in the account_type_dom
- Added a Scheduler that will monthly update the YTD and LY values of the fbsg_ProductSalesHistory
- Added the appropriate Menus for fbsg_ProductSalesHistory
- fbsg_ProductSalesHistory is no longer editable; it is read-only
2.10.0
- We have added the ability to synchronize the SAGE Sales Order History and the Sales Order History Details
- The SugarCRM modules will pass the SugarCRM Healthcheck for SugarCRM 7.8 and 7.9.
- Please Note, version 3.0.0 will be required for the SugarCRM 7.9 release. This has the updated UX changes for Quotes

SAGE

v3.4.1.10 (2/12/2021)
- Implementation for Sage Item Aliases to Sugar sync
v3.4.1.9 (25/11/2020)
- Fix status for contacts in Sage Queue
- Including sending modified invoices with balance equals 0
v3.4.1.8 (23/11/2020)
- Bugfix regarding salutation being present in the first name in Contacts
\v3.4.1.7 (09/11/2020)
- Implementation for Sage Customer Memo to Sugar sync
- Implementation for Sage Price Level By Customer Price Code sync
v3.4.1.6 (22/10/2020)
- Clear target cache for Sugar Quotes to Sage
v3.4.1.5 (12/10/2020)
- Bugfix for Sage Sales by Item to Sugar
v3.4.1.4 (09/10/2020)
- Sage invoice history syncing according to time in configuration
v3.4.1.3 (25/09/2020)
- Clear cache after use for middleware tables SugarQuoteLinesCustom and MasCustomerTarget
v3.4.1.2 (04/09/2020)
- Fix issue of duplicate Contacts
v3.4.1.1 (31/08/2020)
- Fix issue for importing missing Quotes
v3.4.1.0 (13/08/2020)
- Performance improvement (downloading only data from fields present in mappings)
v3.4.0.6 (15/07/2020)
- Support working with the huge amount of data
v3.4.0.5 (06/07/2020)
- Bugfix for Sage Account to Sugar sync 'Exclude from Sugar Sync' functionality.
v3.4.0.4 (12/06/2020)
- Fix issue of duplicate Contacts
v3.4.0.0 (18/03/2020)
- Upgrade API calls to REST v11
v3.3.3.0 (25/02/2020)
- Automatic backup and restore of the config.xml file
- Addition of boolean field type mapping logic
v3.3.2.0 (28/06/2019)
- Added fob field in Sugar Quote Headers' SelectFields and fob --> FOB mapping in BaseConfig for Sugar Quote to Sage sync
- Changed join type to inner join in Sage Contacts to Sugar and Sage Ship-To Addresses to Sugar sync
- Removed feature - Reset Last Retrieved Date via the UI for Sugar Line Item Prices to Sage Customer Price Level sync
v3.3.1.0 (27/06/2019)
- Increased Sage program timeout period
- The mapping button is integrated into SSI base package from FAYBUS-5489 branch for Sugar Quote to Sage sync
- Put a switch to turn on/off the mapping button when the Sage => Sugar direction is chosen for Sugar Quote to Sage sync
- Implemented the Refresh Custom Fields button for this control. This will bring in custom Sugar fields
- Set back the Last Retrieved Date within the UI for Sugar Line Item Prices to Sage Customer Price Level sync
v3.3.0.0 (12/06/2019)
- Changed configuration data path from C:\ProgramData\FBSG\SugarSage to C:\FBSG\SugarSage to prevent VirtualStore issue
v3.2.2.0 (20/05/2019)
- Modified Db sourced syncs to work with Sql Server connection types
- Fixed error when checking Test Sugar with Sage Settings for Sql connection types
- Replaced CustomerNumber standard field mapping to format field for Sugar Products to Customer Price Level data map and added in BaseConfig
v3.2.1.0 (06/05/2019)
- Modified primary key list and search criteria in Sage Ship to code sync
- Added logic of comparing id field for avoiding duplicate in Ship to code sync
v3.2.0.0 (25/04/2019)
- Create New RMA Sync for the Base Sugar - Sage Integration Product (Core).
v3.1.25.0 (22/03/2019)
- Added keyword distinct in the query formulation for target table to insert distinct records.
- Managed ConnectionType value to save in config file by selection.
v3.1.24.0 (08/03/2019)
- Fix for SQL Credential Fields Missing from Admin Actions Tab
- Integrated latest Sage component installer(timing/logging adjustments involved for AR Invoice import ) in SSI
v3.1.23.0 (21/02/2019)
- Code and query optimization for id comparison process in source and target table values to do faster
- Code and query optimization for mint_was_modified=1 if any change in source and target table record values
- Blocked writing of corrupted config object in application memory into config file to avoid config file corruption
- Added logs for unhandled exceptions in application load time
v3.1.22.0 (30/01/2019)
- SSI waits for the completion of the Sage program for invoice preparation by running a stopwatch
- Set timeout 30 minutes for the log file written by the Sage program
- Made change of sync continues normally when log file found
- Block SSI accessing multiple instances in the same system
- Restrict clear table for Sugar Quote Headers and Sugar Quote Line Items
v3.1.21.0 (01/08/2018)
- Some bug fixes for unmanaged character
v3.1.20.0 (12/21/2018)
- Fixes for an unmanaged character in Sugar warehouses
- Fixes for requesting new session id
v3.1.19.0 (12/06/2018)
- Contacts duplicate fixes- Compare source and target and fill if id is empty
- Fixes for fields not populating in Sugar for sales by cust/item
v3.1.18.0 (11/20/2018)
- Enforce the Primary Key for the middleware tables
v3.1.17.0 (11/16/2018)
- Warehouse duplicate fixes- Compare source and target and fill if id is empty
v3.1.16.0 (11/13/2018)
- Customer duplicate fixes- Compare source and target and fill if the id is empty
v3.1.15.0 (9/26/2018)
- New Sage Component Installer is included with Sugar Sage Integrator
- The issue of Syncs are not running automatically although they are scheduled is fixed (INTEGR 39)
- Error while running an Adhoc SSI sync for the second time is fixed (INTEGR 40)
- Open Orders stopped syncing from Sage to Sugar due to a dictionary value on the sync was not updated. This issue is fixed (INTEGR 42)
- All syncs not running in Keystone Bingo is fixed (INTEGR 43)
v3.1.14.0 (9/25/2018)
- Some bug fixes- Sage Open Orders to Sugar, Sync field not mapping, config file corruption
v3.1.13.0 (9/14/2018)
- Some bug fixes- Auto schedule issue
v3.1.12.0 (9/13/2018)
- Some bug fixes- Review file
v3.1.11.0 (8/13/2018)
- Bug - License Key Issue
- New Feature - Add group syncs together logically
v3.1.10.0 (8/01/2018)
- Handling Data map Sage Inventory to Sugar Product Catalog and its corresponding Source Sage Inventory
- Contact Import from Sugar issue- Sugar Contacts to Sage
v3.1.9.0 (7/18/2018)
- add Revert to Base Config File Functionality
- bugfix on adding new default mapping
v3.1.8.0 (7/06/2018)
- add updated sage program file in SSI setup
- bugfix on Auto-update feature in application startup
v3.1.7.0 (4/29/2018)
- default deselect the option for backup config in the installer, modified CSV file name, Issues with account mapping
v3.0.0.5 (3/16/2018)
- fixed an issue with HTTPS not being saved
v3.0.0.4 (3/16/2018)
- fixed a few issues with syncs
v3.0.0.3 (3/16/2018)
- config.xml to retain only customizations, ignoring values that equates to the same in baseConfig.xml
- the application can check for updates and prompt to install if a new version is found.
v2.7.8.4 (11/20/2017)
- Active Accounts, clear after use: true
v2.7.8.3 (11/20/2017)
- Accounts: year_to_date, period_to_date and last_year
v2.7.8.2 (11/20/2017)
- Sales Order History: ShipExpireDate -> date_shipped
v2.7.8.1 (11/06/2017)
- Complying with Enterprise mode
v2.7.8.0 (11/01/2017)
- Adding new fields (YTD, PTD, LY) to the sync 'Sage Customers to Sugar'
v2.7.7.0 (09/08/2017)
- Adding a new sync 'Sales Order History'
v2.7.6.1 (09/06/2017)
- Changing the implementation for Sugar contacts to Sage
v2.7.6.0 (08/22/2017)
- Upgrading the project to .Net 4.5 to support newer security protocols
v2.7.5.5 (07/10/2017)
- A patch for product sales history to sync data with higher precision
v2.7.5.4 (07/06/2017)
- Adding company code to Product Categories
v2.7.5.3 (06/09/2017)
- Fixed a bug with 'Sugar Product Sales History By Period' sync
v2.7.5.2 (05/24/2017)
- Fixed a bug with 'Sugar Product Sales History By Period' sync
- Added three date fields to Customer -> Accounts sync

Technical Notes

System requirements:

Sugar:

cURL enabled on webserver

Supported Sugar Versions: Current versions that SugarCRM supports for both on-premise and on-demand:

– For on-premise versions, please see: http://support.sugarcrm.com/Resources/Supported_Versions/

Sage:

.NET Framework 3.5+
Windows XP, Vista, 7, 8, 10 Server 2000+

MAS90 Program Listing, Definitions, & Locations:

\SO:
SO0503793_ImpInvoiceUtil.pvc
SO0503793_ImpInvoiceUtil_Ui.pvc
SO0503793_ImpInvoiceLog_svc.pvc
SO0503793_ImpInvoiceLog_bus.pvc
SO0503793_ImpInvoiceUtil.M4L

\SY:

SY0503752_AcctPerformance_ui.pvc
SY0503763_Inventory_ui.pvc
SY0503781_OpenInvoice_ui.pvc
SY0503781_OpenInvoiceSU_ui.pvc
SY0503777_ImpSOUtilSU_UI.pvc
SY0503775_InventorySalesSU_ui.pvc
SY0503775_InventorySales_ui.pvc
SY0503752_AcctPerformanceSU_ui.pvc
SY0503753_Accounts_ui.pvc
SY0503763_InventorySU_ui.pvc
SY0503753_AccountsSU_ui.pvc

SugarCRM – Sage 100 Integration Application Installed Programs & Locations:

Default Install Location: “%ProgramFiles%\FBSG\Sugar CRM Sage 100 Integrator”. All log files are in the default install directory.

Last Updated: 01/19/2022