Topics > DataPlus Sage Accounting Integration > DataPlus 4.0 Sage 100 > FAQ ID # 64

FAQ ID # 64
Last Update : 2018/01/08
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Question / Issue
DataPlus 4.0 Sage 100 - Act! Database Configuration

Answer / Solution
PROGRAM: DataPlus 4.0 for Sage 100 - Act! Database Configuration
Table of Contents

Choosing Which Act Database to Use
Scenario 1
    DataPlus for Sage 100 Act Database
  • Restore the Act database provided for you on you client portal.Install SQL Instance
  • Database Credentials
    • User Name: admin
    • Password: no password needed

    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.

Act! Database Configuration
    Create 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

Before you actually perform the import, please read the entire KB article. There are some fields that should be manually created.

In order for the new Custom Fields to be available in Act!, after import is complete, exit Act! and reopen Act!.

    Create Company Custom Fields
  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
Shipping Phone     Full Access Default
Shipping Alternate Phone     Full Access Default
Shipping Fax Phone     Full Access Default
IH Invoices First Date Date     Read Only Full Access
IH Invoices Last Date Date     Read Only Full Access
Creation Date Date     Read Only Full Access
Date Last Sale Date     Read Only Full Access
Last Update Date     Read Only Full Access
ToDo Date Date     Read Only 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  

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 from "Line 1 or 27" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   24 Read Only Full Access
Customer No Character   24 Read Only Full Access
eLocationID Character   24 Read Only Full Access
eVendorID Character   24 Read Only Full Access
Vendor No Character   24 Read Only Full Access

    Create Contact Custom Fields
  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
Direct Line Phone     Full Access Full Access
Primary Contact Address     Full Access Default
Primary Contact Phone     Full Access Default
Primary Contact Alternate Phone     Full Access Default
Primary Contact Fax Phone     Full Access Default
Primary Contact E-mail E-mail     Full Access Default
Ship To Address     Full Access Default
Ship To Phone     Full Access Default
Ship To Alternate Phone     Full Access Default
Ship To Fax Phone     Full Access Default
Ship To E-mail E-mail     Full Access Default
PR Emergency Phone     Full Access Default
Remit To Address     Full Access Default
Remit To Phone     Full Access Default
IH Invoices First Date Date     Read Only Full Access
AR Aging as Of Date     Read Only Full Access
AR Last Payment Date Date     Read Only Full Access
AR Date of Last Activity Date     Read Only Full Access
AR Last Finance Charge Date Date     Read Only Full Access
AR Last Statement Date Date     Read Only Full Access
Creation 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
ToDo Date Date     Read Only Full Access
ACTeStore URL     Full Access  
Client Portal 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  

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 from "Line 1 or 27" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   24 Read Only Full Access
Customer No Character   24 Read Only Full Access
eLocationID Character   24 Read Only Full Access
eContactID Character   24 Read Only Full Access
eContactReferenceID Character   128 Read Only Full Access
Contact Reference No Character   228 Read Only Full Access
eEmployeeID Character   24 Read Only Full Access
Employee No Character   24 Read Only Full Access
eSalesPersonID Character   24 Read Only Full Access
SalesPerson No Character   24 Read Only Full Access
eVendorID Character   24 Read Only Full Access
Vendor No Character   24 Read Only Full Access

    Create Opportunities Fields
  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

The following fields are important to DataPlus import and association between Sage 100 and Act.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
Document Create Date Date   35 Read Only Full Access
Document Date Date   35 Read Only Full Access
Document Ship Date Date   35 Read Only Full Access
Document Expiration Date Date   35 Read Only Full Access
Document Ship To E-mail E-mail     Read Only Full Access
Document Ship To Fax Phone     Read Only Full Access
Document 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 from "Line 1 or 27" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eDocumentID Character   7 Read Only Full Access

    Create Opportunity Product Fields
  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

Quantity Shipped and Quantity Back Ordered fields can be created using decimal places you choose for your business.
Example "13 / 2" instead of "13 / 5".

The following fields are important to DataPlus import and association between Sage 100 and Act.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
Tax Current   13 / 2 Full Access  
Quantity Shipped Decimal   13 / 5 Full Access  
Quantity Back Ordered Decimal   13 / 5 Full Access  
Commissionable Yes/No     Full Access  
Warehouse Character   34 Full Access  
Vendor Character   128 Full Access  

    Create Group Fields
  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

The following fields are important to DataPlus import and association between Sage 100 and Act.

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, 3.0 Auto Import
DataPlus SQL Security
DataPlus 4.0 Sage 100 - Server Installation
DataPlus 4.0 Sage 100 - Client Installation
DataPlus 4.0 Sage 100 - Contact Push Configuration
DataPlus 4.0 Sage 100 - Messages

Direct Link to This FAQ
http://kb.hogandata.com/?f=64

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