Act Addon - Sage 100

Knowledge Base

PROGRAM: DataPlus for Sage 100 - Push Configuration

Table of Contents

DataPlus Push Configuration

Configure Contact Push

Configure Contact Push Numbers

Customer No, Vendor No, Salesperson No

Configure Transaction Push

Related FAQs

Custom Field Configuration

Messages or Errors

Configure Contact Push - Customer | Vendor | Salesperson

Configure Contact Push

Open Act
From Act Toolbar
Tools/Sage100/Configure Sage 100 Push

Configure Contact Push

TAB - Connection

Company Settings

Company Code: ABC
User: user
Password: userpassword

Server

Remote Server: servername or ip
Port: 8000
Click on Test Connection
Click on Customer Mapping Tab

Configure Contact Push

TAB - Customer Mapping

If you want to allow customer push, check Customer Push Enabled

Mandatory Fields

Customer No: eCustomerID
Division No: eCustomerID
Salesperson No: Salesperson No

Common Fields

Name: Company
Primary Contact Code: eContactID
Contact Name: Contact
Address 1: Address 1
Address 2: Address 2
City: City
State: State
Zip Code: Zip Code
Country Code: Country
Telephone: Phone
Extension: Extension
Fax: Fax Phone
E-mail Address: E-Mail
URL Address: Web Site
Click on Vendor Mapping Tab

Configure Contact Push

TAB - Vendor Mapping

If you want to allow vendor push, check Vendor Push Enabled

Mandatory Fields

Vendor No: eVendorID
Division No: eVendorID

Common Fields

Name: Company
Primary Contact Code: eContactID
Primary Contact: Contact
Address 1: Address 1
Address 2: Address 2
City: City
State: State
Zip: Zip Code
Country Code: Country
Telephone: Phone
Extension: Extension
Fax: Fax Phone
E-mail Address: E-Mail
URL Address: Web Site
Click on Salesperson Mapping Tab

Configure Contact Push

TAB - Salesperson Mapping

If you want to allow salesperson push, check Salesperson Push Enabled

Mandatory Fields

Salesperson No: eSalespersonID
Division No: eSalespersonID

Common Fields

Name: Contact
Address 1: Address 1
Address 2: Address 2
City: City
State: State
Zip: Zip Code
Country Code: Country
Telephone: Phone
E-mail Address: E-Mail
Click on Save

Click on OK
Exit Act and reopen (or go to next step for Configure Transaction Push)

Configure Contact Push Numbers

Contact No

Customer, Vendor, Salesperson

Division
Followed by dash
Followed by code

Customer Contact, Vendor Contact

Division
Followed by dash
Followed by code
Followed by dash
Followed by contact code

Note: Sage 100 Customer No can be auto-generated using dpSmartField plugin.

More about dpSmartField plugin.

Sample Configuration

Customer No | Vendor No | Salesperson No

Type	Customer	Customer Contact	Vendor	Vendor Contact	Salesperson
Number	DIV-CODE	DIV-CODE-CODE	DIV-CODE	DIV-CODE-CODE	DIV-CODE
Characters Default	(2)-(7)	(2)-(7)-(10)	(2)-(7)	(2)-(7)-(10)	(2)-(7)
Characters Custom	(2)-(20)	(2)-(20)-(10)	N/A	N/A	N/A
Note: Characters Custom	"Allow Entry of Expanded Customer Numbers" (Accounts Receivable Setup/ Options/Setup//Main) If this check box is checked, the customer number will increase the length to 20 characters. You will need to increase the width of Act fields to accommodate the custom field length. Company Level: Customer No, eCustomerID, eLocationID. Contact Level: Customer No, eCustomerID, eLocationID, Contact No, eContactID.
Sample	01-ABC	01-ABC-CFH	01-Bank	01-CBH	01-MBH
After successful push the following Act default fields will be updated
Act Fields	Customer No eCustomerID	Contact No eContactID	Vendor No eVendorID	Contact No eContactID	Saleperson No eSalespersonID