FAQ ID # 110
Last Update : 2016/08/15
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Question / Issue
DataPlus 4.0 Sage 100 Contractor - Company Push

Answer / Solution
PROGRAM: DataPlus Sage 100 Contractor - Company Push
DataPlus for Sage 100 Contractor - Company Push
    Act Company
  1. Open Act using your Sage 100 Contractor database
  2. Click on Companies
    Act Company
  1. Create new "Company"
  2. Complete nessassary field data
    Act Company
  1. Click on Create client...
    Act Company
  1. Client status: 3 - Current Customer
  2. Lead source: 0 - None
  3. Salesperson: # - Salesperson
  4. Client ID: 12345 (leave blank to automatically assign)
  5. Client name: New Client Name
  6. Client short name: New Client Name Short Name
  7. Click OK
    Act Company
    Associations in Sage 100 Contractor
  1. Client information will be updated and accociation created between Act Company and Sage 100 Contractor
  2. Only one Sage entity can be associated with Act Company (Sage 100 limitation)
    Act Company
    Note: The purpose

    Manual Import

  1. Act Menu: Tools/Dataplus 4.0/Manual Import
    Application Profiles
  2. Click on CompanyAssociation
  3. Click Import Selected
  4. Or Click Import Options
Note: The purpose of this import is to complete the assocation between Sage 100 Contractor and Act.
This allows DataPlus to import additional information in Act Company Level.
It also allows DataPlus data mining for new Act Company.

    Act Company>
    Import Options
    Import Selection
  1. Check Only Run Selected Items
  2. Check(098) Company Customer Association
  3. Check(099) Company Vendor Association
  4. Click Okay
    Act Company
    Manual Import
  1. Click Import Selected
    Act Company
    Manual Import
    Act Company
    Manual Import
  1. Click Close

Related FAQs
DataPlus 4.0 Sage 100 Contractor - Server Installation
DataPlus 4.0 Sage 100 Contractor - Client Installation
DataPlus 4.0 Sage 100 Contractor - Act! Database Configuration

Direct Link to This FAQ
http://kb.hogandata.com/?f=110

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