Knowledge Base
PROGRAM: DataPlus for Sage 100 - Push Entities

Table of Contents
Push Contact
Sage 100 Push Contact

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.

Sage 100 Push Contact
    Customer No
  1. Open Act
  2. dpSmartField installed
  3. Click on Customer No for auto generated no.
  4. or
  5. Click on Customer No for auto sequenced generated no.
  6. dpSmartField not installed
  7. Manually create Customer No 01-DunlapM
  8. Note: The Customer No button creates the Customer No using dpSmartField and established parameters.
  9. Manually create Contact No 01-DunlapM-JackDunlap
  10. or
  11. Manually create Contact No 01-0000001-JackDunlap
  12. Note: The Contact No must match the Customer No then contact code.

Sage Customer Auto Sequenced No

dpSmartField
dpSmartField Plugin
Sample Commands

Sage 100 Push Contact
    Push Contact Menu
  1. Menu Bar
  2. Choose Tools
  3. Choose Sage100
  4. Choose Push Contact to Sage 100
Sage 50 US Push Contact
    Choose Contact Entity
  1. Click Customer, Vendor or Salespersion
  2. Click Next
Sage 100 Push Contact
    Customer Data
    Mandatory Fields
  1. Customer No will poplulate field from Act
  2. Salespersion No will poplulate field from Act or you can use dropdown to change Salespersion
  3. Common Fields
  4. Review
  5. Click Next
  6. Click OK
Sage 100 Push Contact
    Sage Customer Result
  1. Lookup the Customer in Sage 100
  2. Click More....
  3. Click Contacts
Sage 100 Push Contact
    Sage Customer Contact Result
  1. Exit Customer Contact Mainenance
  2. Exit Customer Inquiry
Sage 100 Push Contact
    Sage Customer Contact Result
  1. Once the current contact is a customer in Sage, by default, the customer's data in Sage will later be imported to Act.
  2. Customer Import
  3. 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"

Create Orders
Sage 100 Create Orders

Once Configure Transaction Push has been performed you can create Orders from Act to Sage 100.

You can create an order from the current active Act contact, or you can create order from the "Customer No" in the order form.

Create Orders
    Current Customer Lookup
  1. Lookup the Customer you want to create an order for.
Create Orders
    Push Menu
  1. Menu Bar
  2. Choose Tools
  3. Choose Sage100
  4. Choose Push Sales Order to Sage 100
Create Orders
    Push Sales Order
    Sales Order
  1. Red * after field indicates required field
  2. Order Number: Auto Entry
  3. Order Date: Auto Entry can be modified
  4. Order Type: Auto Entry can be modified
    1. Standard
    2. Back Order
    3. Master
    4. Repeating
    5. Quote
  5. Master/Repeating No: Manual Entry can be modified with dropdown
  6. Customer No: Auto Entry can be modified with dropdown
  7. Cust PO: Manual Entry
  8. Header
  9. Red * after field indicates required field
  10. Most fields are: Auto Entry & can be modified
  11. Click on Address Tab
Create Orders
    Push Sales Order
    Sales Order
    Address
  1. Red * after field indicates required field
  2. Most fields are: Auto Entry & can be modified
  3. Click on Lines Tab
Create Orders
    Push Sales Order
    Sales Order
    Lines
  1. Red * after field indicates required field
  2. Item Code: Enter Item or use drop down
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