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

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.
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  • Click OK
  • On the next popup, select Multiline on the Control Type with Maximum Length of 50
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  • 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.
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    • 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.
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