Topics > DataPlus Sage Accounting Integration > DataPlus 4.0 Sage 100 Contractor > FAQ ID # 109

FAQ ID # 109
Last Update : 2016/08/11
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Question / Issue
DataPlus 4.0 Sage 100 Contractor - Act! Database Configuration

Answer / Solution
PROGRAM: DataPlus 4.0 Sage 100 Contractor - Act! Database Configuration
Table of Contents
Choosing Which Act Database to Use
Scenario 1
    DataPlus Sage 100 CON Act Database
  • Restore the Act database provided for you on you client portal.
  • All the nessassary fields for Act integration with Sage 100 are created and exist in Act layout.
Scenario 2
    Your Current Act Database
  • Backup your current Act Database
  • Perform the tasks below
  • After fields are created you must modify your layouts.
  • You can also extract the DataPlus Act layouts and use them as a template.

DataPlus Act! Database Restore (if using provided DataPlus Act database)
    Restore Act Database
  1. Open Act!
  2. Click on File / Restore / Database
  3. Select Restore as
  4. Click OK
    Restore Act Database
  1. Click on Browse to downloaded DataPlus S100 Act database
  2. Click OK
    Restore Act Database
  1. New database S100CON we suggest naming the Act database using your company name initials
  2. To location: E:\ACt where you host your Act database
  3. Check Share this database with other users
  4. User name: Admin
  5. Password: ****** Leave blank for DataPlus database
  6. Click OK
    Restore Act Database
    Restore Act Database
  1. Click OK

Enable Sage 100 Contractor
    Enable Sage 100 Contractor
  1. Open Act restored database
  2. Click Yes
    Sage 100 Contractor
  1. Click OK
  2. After database is opened, exit Act and reopen
    Sage 100 Contractor Settings
  1. Click on Tools
  2. Click on Sage 100 Contractor Company Settings...

    License use for Act

  3. Click on Browse to downloaded DataPlus S100 Act database

    No License use for Act

  4. Click OK
  5. Please contact your system administrator
No License use for Act

No License use for Act

Act! Database Configuration
    Define Fields - Company Level
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Companies
  5. Create the fields in layout in right pane
NOTE: DataPlus Import can create these fields for you.
We recommend that Address, Phone, URL fields be manually created.

Create the following fields
Field Name Type Default Value Field length Default Permission Administrator Permission
AH Last Invoice Date Date     Read Only Full Access
AH Last Proposal Date Date     Read Only Full Access
AH Last Payment Date Date     Read Only Full Access
Creation Date Date     Read Only Full Access
Customer Since Date Date     Read Only Full Access
Date Last Sale Date     Read Only Full Access
Last Update Date     Read Only Full Access
S50 Last Import Date     Read Only Full Access
ToDo Date Date     Read Only Full Access
Act eMarketing URL     Full Access  
Act eMarketing Signup URL     Full Access  
ACTeStore URL     Full Access  
Application Login URL     Full Access  
Application URL URL     Full Access  
Help Desk URL     Full Access  
KB URL     Full Access  
Online Support URL     Full Access  
Client Portal URL     Full Access  
Alt Phone     Read Only Full Access
Shipping Phone     Read Only Full Access
Shipping 2 Phone     Read Only Full Access
Shipping Fax Phone     Read Only Full Access
The following fields are important to DataPlus import and association between Sage 100 and Act.
DataPlus will create the following fields for you following instruction under "Additional Custom Fields" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   35 Read Only Full Access
Customer Number Character   35 Read Only Full Access
eVendorID Character   35 Read Only Full Access
Vendor Number Character   35 Read Only Full Access

    Define Fields - Contact Level
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Contacts
  5. Create the fields in layout in right pane
NOTE: DataPlus Import can create these fields for you.
We recommend that Address, Phone, URL fields be manually created.

Create the following fields
Field Name Type Default Value Field length Default Permission Administrator Permission
AH Last Invoice Date Date     Read Only Full Access
AH Last Proposal Date Date     Read Only Full Access
AH Last Payment Date Date     Read Only Full Access
Emp Last Raise Date     Read Only Full Access
Creation Date Date     Read Only Full Access
Customer Since Date Date     Read Only Full Access
Date Last Sale Date     Read Only Full Access
Emp Date Hired Date     Read Only Full Access
Emp Date Last Paid Date     Read Only Full Access
Emp Date Termination Date     Read Only Full Access
Emp To Do Date Date     Read Only Full Access
Last Update Date     Read Only Full Access
S50 Last Import Date     Read Only Full Access
ToDo Date Date     Read Only Full Access
Act eMarketing URL     Full Access  
Act eMarketing Signup URL     Full Access  
ACTeStore URL     Full Access  
Application Login URL     Full Access  
Application URL URL     Full Access  
Help Desk URL     Full Access  
KB URL     Full Access  
Online Support URL     Full Access  
Client Portal URL     Full Access  
Bill To Address     Read Only Full Access
Ship To Address     Read Only Full Access
The following fields are important to DataPlus import and association between Sage 100 and Act.
DataPlus will create the following fields for you following instruction under "Additional Custom Fields" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   35 Read Only Full Access
Customer Number Character   35 Read Only Full Access
eEmployeeID Character   35 Read Only Full Access
Employee Number Character   35 Read Only Full Access
Emp Direct Deposit Email E-mail   35 Read Only Full Access
eVendorID Character   35 Read Only Full Access
Vendor Number Character   35 Read Only Full Access

    Define Fields - Opportunity Level
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Opportunities
  5. Create the fields in layout in right pane
NOTE: DataPlus Import can create these fields for you.
We recommend that Address, Phone, URL fields be manually created.

Create the following fields
Field Name Type Default Value Field length Default Permission Administrator Permission
eDocumentID Character   128 Read Only Full Access
The following fields are important to DataPlus import and association between Sage 100 and Act.
DataPlus will create the following fields for you following instruction under "Additional Custom Fields" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   128 Read Only Full Access
Customer Number Character   35 Read Only Full Access
Document Number Character   50 Read Only Full Access
Document Type Character   125 Read Only Full Access
Document Notes Memo   50 Read Only Full Access

    Define Fields - Group Level
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Groups
  5. Create the fields in layout in right pane
NOTE: DataPlus Import can create these fields for you.
We recommend that Address, Phone, URL fields be manually created.

Create the following fields
Field Name Type Default Value Field length Default Permission Administrator Permission
eGroupID Character   50 Read Only Full Access
eGroupIDParent Character   50 Read Only Full Access
Group Source Character   50 Read Only Full Access

    Additional Custom Fields
    Additional custom fields will be created in initial import.
  1. Tools/DataPlus 4.0/Manual Import
    General Options
  2. Check Enable Database Locking

    Entity Options

  3. Check Create Fields Only

    Or Entity Options

  4. Check Only Run Selected Items
  5. Check Each entity that you will be importing into Act!
  6. Click Okay

Related FAQs
DataPlus 4.0 Sage 100 Contractor - Server Installation
DataPlus 4.0 Sage 100 Contractor - Client Installation

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http://kb.hogandata.com/?f=109

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