Topics > DataPlus Sage Accounting Integration > DataPlus 4.0 Sage 100 > FAQ ID # 73

FAQ ID # 73
Last Update : 2015/10/13
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Question / Issue
DataPlus 4.0 Sage 100 - Contact Push Configuration

Answer / Solution
PROGRAM: DataPlus 4.0 for Sage 100 - Push Configuration
Table of Contents
DataPlus 4.0 Server & Client Installation
DataPlus Push Configuration - Customer | Vendor | Salesperson
    Configure Contact Push
  1. From Act Toolbar
  2. Tools/Sage100/Configure Sage 100 Push
    Sage 100 Connection Settings
    TAB - Connection

    Company Settings

  1. Company Code: ABC
  2. User: user
  3. Password: userpassword

    Server

  4. Remote Server: servername or ip
  5. Port: 8000
  6. Click on Test Connection
  7. Click on Customer Mapping Tab
    Configure Contact Push
    TAB - Customer Mapping

    Mandatory Fields

  1. Customer No: eCustomerID
  2. Division No: eCustomerID
  3. Salesperson No: Salesperson No

    Common Fields

  4. Name: Company
  5. Primary Contact Code: eContactID
  6. Contact Name: Contact
  7. Address 1: Address 1
  8. Address 2: Address 2
  9. City: City
  10. State: State
  11. Zip Code: Zip Code
  12. Country Code: Country
  13. Telephone: Phone
  14. Extension: Extension
  15. Fax: Fax Phone
  16. E-mail Address: E-Mail
  17. URL Address: Web Site
  18. Click on Customer Mapping Tab
    Configure Contact Push
    TAB - Vendor Mapping

    Mandatory Fields

  1. Vendor No: eVendorID
  2. Division No: eVendorID

    Common Fields

  3. Name: Company
  4. Primary Contact Code: eContactID
  5. Primary Contact: Contact
  6. Address 1: Address 1
  7. Address 2: Address 2
  8. City: City
  9. State: State
  10. Zip: Zip Code
  11. Country Code: Country
  12. Telephone: Phone
  13. Extension: Extension
  14. Fax: Fax Phone
  15. E-mail Address: E-Mail
  16. URL Address: Web Site
  17. Click on Salesperson Mapping Tab
    Configure Contact Push
    TAB - Saleperson Mapping

    Mandatory Fields

  1. Salesperson No: eSalespersonID
  2. Division No: eSalespersonID

    Common Fields

  3. Name: Contact
  4. Address 1: Address 1
  5. Address 2: Address 2
  6. City: City
  7. State: State
  8. Zip: Zip Code
  9. Country Code: Country
  10. Telephone: Phone
  11. E-mail Address: E-Mail
  12. Click on Save
  13. Click on OK
  14. Exit Act and reopen (or go to next step for managing permissions)
      Permissions Manager
    1. Ensure that S100 Contact Push is Checked to allow Act user type to be able to push
    2. Exit Act and reopen
    DataPlus Push Configuration - Sales Order
      Configure Sales Order Push Enable Push
    1. Check Sales Order Push Enabled
    2. Check Disable Company Selection (if you are only using 1 Sage company)
    3. Uncheck Disable Company Selection (if you are using more than 1 Sage company)

      Header Fields

      Customer Fields

      Configure Sales Order Push
      Customer Fields
      Configure Contact Push
      Billing Addr Fields

      Shipping Addr Fields

    DataPlus Contact Push - Customer | Vendor | Salesperson
      Sage 100 Contact Push

      Customer | Vendor | Salesperson

    1. Division
    2. Followed by dash
    3. Followed by code

      Customer Contact | Vendor Contact

    4. Division
    5. Followed by dash
    6. Followed by code
    7. Followed by dash
    8. Followed by contact code
    Type Customer Customer Contact Vendor Vendor Contact Salesperson
    Number DIV-CODE DIV-CODE-CODE DIV-CODE DIV-CODE-CODE DIV-CODE
    Characters Default (2)-(7) (2)-(7)-(10) (2)-(7) (2)-(7)-(10) (2)-(7)
    Characters Custom (2)-(20) (2)-(20)-(10) N/A N/A N/A
    Note: Characters Custom "Allow Entry of Expanded Customer Numbers" (Accounts Receivable Options/Main)
    If this check box is checked, the customer number will increase the length to 20 characters.
    You will need to increase the width of Act fields to accommodate the custom field length. Company Level: Customer No, eCustomerID, eLocationID. Contact Level: Customer No, eCustomerID, eLocationID, Contact No, eContactID.
    Sample 01-ABC 01-ABC-CFH 01-BANK 01-BANK-CBH 01-MBH
    After successful push the following Act default fields will be updated
    Field Customer No
    eCustomerID    		 Contact No
    eContactID    		 Vendor No
    eVendorID    		 Contact No
    eContactID    		 Saleperson
    No eSalespersonID

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

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    http://kb.hogandata.com/?f=73

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