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Sage 100 Connector
Special Instructions for Using Sage Connector with Service Pro
Setting Up Your Sage Connector to Display Order Status from Service Pro
This presumes you have also setup a Connector account to
In Sage 100
Navigate to Custom Office | Main | User-Defined Field and Table Maintenance
Double-Click on Sales Order
SO Sales Order Header
, then select
Click green add field button on the right
SO_SalesOrderHeader : Add Field will popup
Service Pro Order Status
(will change to UDF_SERVICE_PRO_ORDER_STATUS and set Description to Service Pro Order Status).
this field name
be annotated this way due to the way this process is coded.
On the next popup, select
on the Control Type with Maximum Length of 50
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.
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