FAQ ID # 104
Last Update : 2017/01/04
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Question / Issue
DataPlus 4.0 Sage 50 US - Act! Opportunity Push Configuration

Answer / Solution
PROGRAM: DataPlus 4.0 for Sage 50 US - Act! Opportunity Push Configuration
Table of Contents
Opportunity Push Opportunity Field Mapping Opportunity Field Mapping
Act! Configuration
    Sage 50 US Connection Settings
  1. In Act Tools/Sage50-US/Configure...
  2. Click on Connection Tab
    Connection
     Company Settings
  3. Company Name Your Sage 50 US Company Name
     Server
  4. Bridge Server: Server Name or IP
  5. Bridge Port: 8800
  6. Click Test Connection to verify connection
  7. Click on Quote Mapping Tab
    Sage50 US Connection Settings
    Quote Mapping
  1. Check Quote Push Enabled
     Header Mapping
  2. Mandatory Fields
  3. Optional Fields
     Line Item Mapping
  4. Mandatory Product Fields
  5. Optional Product Fields
  6. Click on Sales Order Mapping Tab
Default Mapping

Custom Mapping

    Sage50 US Connection Settings
    Sales Order Mapping
  1. Check Sales Order Push Enabled
     Header Mapping
  2. Mandatory Fields
  3. Optional Fields
     Line Item Mapping
  4. Mandatory Product Fields
  5. Optional Product Fields
  6. Click on Sales Invoice Mapping Tab
Default Mapping

Custom Mapping

    Sage50 US Connection Settings
    Sales Invoice Mapping
  1. Check Sales Invoice Push Enabled
     Header Mapping
  2. Mandatory Fields
  3. Optional Fields
     Line Item Mapping
  4. Mandatory Product Fields
  5. Optional Product Fields
  6. Click on Save
Default Mapping

Custom Mapping

    Sage50 US Connection Settings
    Identifiers
  1. Customer Field: Customer Number
  2. Click Save

Act! Opportunity Custom Fields
    Mandatory Fields (Mapping)

    Mapping Column Description

  1. 1 = Quote Mapping
  2. 2 = Sales Order Mapping
  3. 3 = Sales Invoice Mapping

  Note: System fields are Act default fields.

  Note: System fields are Act default fields.
Field Type Mapping Field Name Type Default Value Field length Default Permission Administrator Permission Sage Field
System 1, 2, 3 Open Date Date     Full Access   Date
Custom 1 eQuoteID Character   40 Full Access   PrimaryKey
Custom 2 eSalesOrderID Character   40 Full Access   PrimaryKey
Custom 3 eSalesInvoiceID Character   40 Full Access   PrimaryKey
Custom 1 Quote No Character   20 Full Access   ReferenceNumber
Custom 2 SO No Character   20 Full Access   ReferenceNumber
Custom 3 Invoice No Character   20 Full Access   ReferenceNumber
    Optional Fields (Mapping)

    Mapping Column Description

  1. 1 = Quote Mapping
  2. 2 = Sales Order Mapping
  3. 3 = Sales Invoice Mapping

      Note: System fields are Act default fields.

      Note: System fields are Act default fields.
Field Type Mapping Field Name Type Default Value Field length Default Permission Administrator Permission Sage Field
Custom 1, 2, 3 Account Number Character   20 Full Access   AccountID
Custom 1, 2, 3 Document Notes Character   Max Full Access   CustomerNote
Custom 1, 2, 3 Customer PO Character   20 Full Access   CustomerPurchaseOrderNumber
Custom 1, 2, 3 Do not use Currency     Full Access   DiscountAmount
Custom 1, 2, 3 Document Disc Date Date     Full Access   DiscountDate
Custom 1, 2, 3 eDocumentID Character   40 Full Access   Document_PrimaryKey
Custom 1, 2, 3 eDocumentNumber Character   40 Full Access   Document_ReferenceNumber
Custom 1, 3 Document Drop Ship Yes/No     Full Access   DropShiip
Custom 1, 2, 3 Do not use Character   15 Full Access   FreightAccountID
Custom 1, 2, 3 Document Freight Amt Currency     Full Access   FreightAmount
Custom 1 Document Expiration Date Character   40 Full Access   GoodThroughDate
Custom 1, 2, 3 Document Internal Notes Character   40 Full Access   InternalNote
Custom 1, 2, 3 Document Print Line Items Note Yes/No     Full Access   PrintCustdomerNoteAfterLineItems
Custom 1, 2, 3 Employee Number Character   20 Full Access   SalesRepID
Custom 1, 2, 3 Document Sales Tax Character   40 Full Access   SalesTaxAmount
Custom 1, 2, 3 Document Sales Tax Code Character   40 Full Access   SalesTaxCodeID
Custom 2 Document Ship By Date Date     Full Access   ShipByDate
Custom 2, 3 Document Ship Date Date     Full Access   ShipDate
System 1, 2, 3 Contact Address 1 Character   40 Full Access   ShippingAddress1
System 1, 2, 3 Contact Address 2 Character   40 Full Access   ShippingAddress2
System 1, 2, 3 Contact City Character   40 Full Access   ShippingCity
System 1, 2, 3 Contact Country Character   40 Full Access   ShippingCountry
System 1, 2, 3 Contact Company Character   40 Full Access   ShippingName
System 1, 2, 3 Contact State Character   40 Full Access   ShippingState
System 1, 2, 3 Contact ZIP Code Character   265 Full Access   ShippingZip
Custom 1, 2, 3 Document Ship Via Character   40 Full Access   ShipVia
Custom 1, 2, 3 Document Statement Notes Character   Max Full Access   aa
Custom 1, 2, 3 Document Terms Character   40 Full Access   ???
Act! Opportunity Custom Product Fields
    Mandatory Fields (Mapping)
    Quote Product Mapping

  Note: System fields are Act default fields.
Field Type Name Type Default Value Field length Default Permission Administrator Permission Sage Field
System Name Character   256 Full Access   Description
System Quantity Decimal   16,2 Full Access   Quantity
System Price Currency     Full Access   UnitPrice
    Optional Fields (Mapping)
    Quote Product Mapping

  Note: System fields are Act default fields.
Field Type Name Type Default Value Field length Default Permission Administrator Permission Sage Field
Custom Account Character   256 Full Access   AccountID
System Item # Character   64 Full Access   InventoryItemID
Custom Job Character   20 Full Access   JobID
N/A Do not use Currency     Full Access   PrimaryKey
Custom Tax Currency     Full Access   SalesTaxType

Related FAQs
DataPlus 4.0 Sage 50 US - Server Installation
DataPlus 4.0 Sage 50 US - Client Installation
DataPlus 4.0 Sage 50 US - Act! Database Configuration
DataPlus 4.0 Sage 50 US - Messages
DataPlus 4.0 Sage 50 US - Act! Opportunity Push
DataPlus 4.0 Sage 50 US - AlwaysUp Installation
DataPlus 4.0 Sage 50 US - Act! Contact Push
DataPlus 4.0 Sage 50 US - DataMirror Configuration/Update

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