Once the Push Configuration has been performed you can create & edit Customers, Vendors & Salespersons from Act to Sage 100.

A "Customer No", Vendor No or "Salesperson No" must be created to perform the task. Also there are a few default mandatory fields that must populated, plus any fields that were marked mandatory.

The "Customer No", "Vendor No" or "Salesperson No" can be manually created, or you can use dpSmartField to auto generate the number.

The sample process below creates a Customer. The same process is applied to creating a Vendor or Salesperson.

Customer No
1. Open Act
dpSmartField installed
2. Click on Customer No for auto generated no.
or
3. Click on Customer No for auto sequenced generated no.
dpSmartField not installed
4. Manually create Customer No 01-DunlapM
Note: The Customer No button creates the Customer No using dpSmartField and established parameters.
5. Manually create Contact No 01-DunlapM-JackDunlap
or
6. Manually create Contact No 01-0000001-JackDunlap
Note: The Contact No must match the Customer No then contact code.

Sage Customer Auto Sequenced No

dpSmartField
dpSmartField Plugin
Sample Commands

Push Contact Menu
7. Menu Bar
8. Choose Tools
9. Choose Sage100
10. Choose Push Contact to Sage 100

Choose Contact Entity
11. Click Customer, Vendor or Salespersion
12. Click Next

Customer Data
Mandatory Fields
13. Customer No will poplulate field from Act
14. Salespersion No will poplulate field from Act or you can use dropdown to change Salespersion
Common Fields
15. Review
16. Click Next

17. Click OK

Sage Customer Result
18. Lookup the Customer in Sage 100
19. Click More....
20. Click Contacts

Sage Customer Contact Result
21. Exit Customer Contact Mainenance
22. Exit Customer Inquiry

Sage Customer Contact Result
23. Once the current contact is a customer in Sage, by default, the customer's data in Sage will later be imported to Act.
Customer Import
24. If "Customer Only" import is configured, the Customer record will be:
1. Created in the "Act Company" level
2. Additional Sage data updates customer in "Act Company" level

After import Customer "Company field" linked to Customer in Act "Company Level"

Click on linked Company takes you to Customer in "Act Company Level"