Special Instructions: Setting Up Your Sage Connector to Handle User Defined Fields

×

The BirdDog Software Connector Sub-System supports the three data types for Order Header and Order Line fields that Sage 100 handles: String, Numeric, and Date. Any other BirdDog data types will error out attempting to sync to/from Sage 100. You will have to set up the user defined fields in Sage 100 and BirdDog (which will push up to other linked ERPs like Service Pro, if set up) with matching names for this to function properly.

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 - Populate this name accordingly. For our testing, we named this Sls Ord String. When you tab out of the Field Name, Sage will automatically change the Field Name to UDF_WHATEVER_YOU_NAMED_THIS_FIELD. It will also populate the Description field with what you originally typed into the Field Name, before Sage changed it to UDF_WHATEVER_YOU_NAMED_THIS_FIELD. You can change Description to whatever you want. So in our test, we'd see UDF_SLS_ORD_STRING as the Field Name and Sls Ord String as the Description.


      • Click OK
      • On the next popup, there are three important options that must be used: the Control Type (should be Multi-Line), the Data Type (pick String, Numeric, or Date), and the Maximum Length. You can also adjust the Caption for the data field here if you like.
      • 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 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 is automatically placed to the left of the field we just created, so it may be hidden under another 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
  • Repeat this for additional user defined fields you need.

Now we need to create these fields in BirdDog. You can do this in either the web software or Enterprise for Windows. Structurally, these are the same, but they look different enough that we'll cover both.

As stated above, Sage 100 supports three data types: String, Numeric, and Date. BirdDog also supports these but refers to Numeric as Floating. Keep that in mind with the below images.

BirdDog Field Generation

  • Using the Web software
    • Navigate to System Management | System | Fields and click on Add New Field
    • Under the Group dropdown, select Order
    • The Field should match the Field Name of the field you created above in Sage 100, minus the UDF_ and replacing the underscores with spaces. So, in our example, we'd input Sls Ord String, not UDF_SLS_ORD_STRING.
    • Select the appropriate Data Type from the dropdown list; as noted above, the only valid options here are String, Floating (which is Numeric in Sage 100), and Date.
    • Data Length should also match.
    • Save
    • When you Run Connectors, this field will be pushed up to Service Pro automatically.
  • Using Enterprise for Windows
    • Navigate to Maintain | Setup | Fields
    • Select Order under the Group, then click Add New
    • The Field should match the Field Name of the field you created above in Sage 100, minus the UDF_ and replacing the underscores with spaces. So, in our example, we'd input Sls Ord String, not UDF_SLS_ORD_STRING.
    • Select the appropriate Data Type from the dropdown list; as noted above, the only valid options here are String, Floating (which is Numeric in Sage 100), and Date.
    • Data Length should also match.
    • Save