Topics > DataPlus ERP Integrations > SAPOne ERP > FAQ ID # 2118

FAQ ID # 2118
Last Update : 2017/07/11
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Question / Issue
DataPlus 4.0 SAP One - Act! Database Configuration

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

Choosing Which Act Database to Use

Scenario 1
    DataPlus for SAP One Act Database
  • Restore the Act database provided for you on you client portal.Install SQL Instance

    All the nessassary fields for Act integration with SAP One 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
Additional Phone     Full Access Full Access
Creation Date Date     Read Only Full Access
Last Update 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 SAP One 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
Toll Free Phone     Full Access Full Access
Direct Line Phone     Full Access Full Access
Primary Contact Address     Full Access Default
Primary Contact E-mail E-mail     Full Access Default
Ship To Address     Full Access Default
Bill To Address     Full Access Default
Creation Date Date     Read Only Full Access
Last Update 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 SAP One 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 SAP One 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 Bill To Address     Read Only Full Access
Document Bill To Phone     Read Only Full Access
Document Bill To Fax Phone     Read Only Full Access
Document Bill To E-mail E-mail     Read Only Full Access
Document Ship To Address     Read Only Full Access
Document Ship To Phone     Read Only Full Access
Document Ship To Fax Phone     Read Only Full Access
Document Ship To E-mail E-mail     Read Only Full Access
Document Sold To Address     Read Only Full Access
Document Sold To Phone     Read Only Full Access
Document Sold To Fax Phone     Read Only Full Access
Document Sold To E-mail E-mail     Read Only Full Access

The following fields are important to DataPlus import and association between SAP One 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 SAP One and Act.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
Tax Currency   13 / 2 Full Access  
Quantity Shipped Decimal   13 / 5 Full Access  
Quantity BO Decimal   13 / 5 Full Access  
IsComm Yes/No     Full Access  
Vendor Character   10 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 SAP One 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

    Create dpContactPush 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 dpContactPush and association from Act to SAP.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
Address ID * Character   128 Full Access  
Address Type * Character   50 Full Access  
Card Code * Character   50 Full Access  
Card Type * Character   8 Full Access  
Contact Card Code * Character   15 Full Access  
Contact Push Tracking * Memo     Full Access  
eCardID * Character   50 Full Access  
Employee Card Code * Character   15 Full Access  
Record Type Character   1 Full Access  
Contact ID Character   128 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


Direct Link to This FAQ
http://kb.hogandata.com/?f=2118

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