Setting Up Your Sage Connector to Display Order Status from Service Pro

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This presumes you have also setup a Connector account to Service Pro.

In Sage 100

  • Navigate to Custom Office | Main | User-Defined Field and Table Maintenance
  • Double-Click on Sales Order
  • Right-Click on SO Sales Order Header, then select Edit Fields
  • Click green add field button on the right
    • SO_SalesOrderHeader : Add Field will popup
    • Field Name Service Pro Order Status (will change to UDF_SERVICE_PRO_ORDER_STATUS and set Description to Service Pro Order Status). Note: this field name must be annotated this way due to the way this process is coded.
    • Click OK
    • On the next popup, select Multiline on the Control Type with Maximum Length of 50
    • Click OK
  • Now navigate to Sales Order | Main | Sales Order Entry
    • Right click in the grey area next to the Order Type dropdown list and click Panel Settings > Customizer...
    • Choose the User and Company to apply the customization to and click OK
    • Select the Add Field option in the Customizer popup
    • Now drag and drop new field to where you want it on the order entry screen (We typically put it to the right of Batch Fax).
    • On the Field Selection popup that appears, locate the UDF_SERVICE_PRO_ORDER_STATUS field that you just created, click on it, then click on Select.

      • Note that this also created a label (Service Pro Order Status) but that label was hidden under another field (specifically the **Sage CRM Customer** field) that we had to find by moving this field out of the way, selecting and relocating the label, then relocating the original field to its original position.
    • Finally, click on Panel | Save
  • Orders generated in Service Pro will be pulled down to Sage with a Status of Open. When that order is completed in Service Pro and the connectors is run, this order will be updated in Sage to Completed.