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How It Works

The following data is downloaded from Sage 100 using Business Objects Interface (BOI):

  • Countries
    • Only on the first run
  • G/L Accounts
  • Tax Codes
  • Tax Schedules
  • Ship Vias
  • Terms
  • Sales People
  • Contacts
    • Note
      • When downloading a new contact a relationship is created between the Customer and the new contact with a start date that the contact was created for BRAIN CRM.
    • Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Salutation
    • Title
    • Phone
    • Phone Extension
    • Matching UDFs -> BirdDog Custom Fields
  • Customers
    • A/R Division Number and Customer Number -> Customer Number in the format {00}-{0000001} for Division 00 and Customer Number 1
    • Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Phone
    • Phone Extension
    • Fax Number
    • Email Address
    • Ship Method -> Ship Via
    • Tax Schedule
    • Tax Exempt Number
      • If Sage 100 Accounts Receivable Sales Tax Reporting is enabled then read/write from the first Customer Ship To Tax Exemption record
      • If not then read/write from Customer.Tax Exempt Number
    • Terms
    • A/R Division Number and Sales Person Number -> Sales Person Number in the format {00}-{0000001} for Division 00 and Sales Person Number 1
    • Price Level -> Customer Type (if Price Level is blank then use Connector Default Customer Type)
    • Credit Hold
    • Credit Limit
    • Last Payment Amount
    • Highest Balance
    • Balance
    • Aging Category 1
    • Aging Category 2
    • Aging Category 3
    • Aging Category 4
    • Matching UDFs -> BirdDog Custom Fields
    • SPECIAL NOTE: If National Pricing is setup in Sage, we map Bill To customers to BirdDog parent customers. Our quantity breaks think in a Greater Than concept, but Sage 100 thinks in a Range concept, so that caused some mild headaches; when we import, we take their top range and add .0001 to it to make our price break.
  • Ship Tos
    • A/R Division Number and Customer Number -> Customer Number in the format {00}-{0000001} for Division 00 and Customer Number 1
    • Ship To Code
    • Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Phone
    • Phone Extension
    • Email Address
    • Sales Person
    • Ship Via
    • Warehouse -> Location
    • Tax Schedule
    • Residential Address
  • Warehouses -> Locations
    • Code
    • Description
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Email Address
    • Matching UDFs -> BirdDog Custom Fields
  • Product Lines -> Product Categories
  • All Items
    • Item Code -> Item Number
    • Description
    • Product Line -> Product Category
    • Allow Back Orders
    • Inactive Item -> Activity Code
    • Standard Cost -> All Item/Locations Standard Cost
    • Last Cost -> All Item/Locations Last Cost
    • Weight -> Weight (Added in 10.5)
    • Matching UDFs -> BirdDog Custom Fields
  • Regular Items
    • Default Warehouse Code -> Default Location
    • Stocked = True
    • Service Pro Type = Inventory
  • Kit Items
    • Default Warehouse Code -> Default Location
    • Stocked = False
    • Kit = True
    • Service Pro Type = Inventory
  • Miscellaneous Items 
    • Connector Account.Default Location -> Default Location
    • Stocked = False
    • Service Pro Type = Unassigned
  • Comment and Charge Items
    • Connector Account.Default Location -> Default Location
    • Stocked = False
    • Order Minimum = 1
    • Order Maximum = 1
    • Service Pro Type = Unassigned
  • Item / Locations
    • Quantity On Hand
    • Quantity on Purchase Order -> Quantity On Order
    • Quantity on Sales Order -> Quantity Allocated
    • Quantity Back Ordered
    • Item Standard Price -> Price
    • Item Average Cost -> Average Cost
    • Item Standard Cost -> Standard Cost
    • Item Last Cost -> Last Cost
  • Sales Order Headers
    • Order Type
      • Prospect, Master Orders, Quotes, and Repeating Orders are not supported and are not downloaded
    • Order No
    • Order Date
    • Ship Expire Date -> Shipping Date
    • A/R Division No and Customer No -> Customer No in the format {##}-{#######}
    • Bill To Name
    • Bill To Address1
    • Bill To Address2
    • Bill To Address3
    • Bill To ZipCode
    • Bill To City
    • Bill To State
    • Bill To Country Code
    • Ship To Code
    • Ship To Name
    • Ship To Address1
    • Ship To Address2
    • Ship To Address3
    • Ship To ZipCode
    • Ship To City
    • Ship To State
    • Ship To Country Code
    • Ship Via
      • If blank then use Connector.Ship Via
      • If the Ship Via doesn't exist then it is auto-created
    • Customer PO No
    • Warehouse -> Location
    • Confirm To
      • If the sales order's customer has a contact where the name matches then Ordered By ID and Name are set to that contact's information
      • If a matching contact is not found then Confirm To -> Ordered By Name
    • Email Address -> Ordered By Email
    • Comment -> Ship Instruction 1
    • Terms
      • If the terms code doesn't exist then it is auto-created
    • Tax Schedule
    • Sales Person 1-3
    • Job No -> Project Code
    • Freight
    • UDF Send To Service Pro -> Send To Service Pro
      • If the UDF Send To Service Pro exists and it is false then the sales order is not downloaded
    • UDF Service Pro Order Status -> Service Pro Order Status
    • Matching UDFs -> BirdDog Custom Fields
  • Sales Order Lines
    • Item Code -> Item Number
    • Item Code Description -> Item Description 1
    • Warehouse Code -> Location Code
    • Quantity Ordered
    • Price
    • Cost
    • Comment Text
    • Matching UDFs -> BirdDog Custom Fields
  • Invoice Headers
    • Invoice No
    • Apply To No
    • Invoice Date
    • Sales Order No
    • Order Date
    • A/R Division No and Customer No -> Customer No in the format {##}-{#######}
    • Bill To Name
    • Bill To Address1
    • Bill To Address2
    • Bill To Address3
    • Bill To ZipCode
    • Bill To City
    • Bill To State
    • Bill To Country Code
    • Ship To Code
    • Ship To Name
    • Ship To Address1
    • Ship To Address2
    • Ship To Address3
    • Ship To ZipCode
    • Ship To City
    • Ship To State
    • Ship To Country Code
    • Warehouse -> Location
    • Customer PO No
    • Sales Person 1-3
    • Ship Via
    • FOB -> Freight Pay Code
    • Tax Schedule
    • Sales Tax
    • Freight
    • Terms
    • Comment
    • Job No -> Project Code
    • Creation Date -> Date Entered
    • BirdDog Custom Fields -> Matching UDFs
  • Invoice Lines
    • Item Code -> Item Number
    • Warehouse Code -> Location Code
    • Item Code Description -> Item Description 1
    • Quantity Ordered
    • Quantity Shipped
    • UOM
    • UOM Conversion Factor
    • Price
    • Cost
    • Comment Text -> Comment
    • Promise Date
    • BirdDog Custom Fields -> Matching UDFs

 

 The following data is uploaded to Sage 100. Properties not specified are left at the default value.

  • Contacts
    • Note
      • When adding a new contact to Sage 100 the Contact Code is set to 1000 or the first available number after that.
    • Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Salutation
    • Title
    • Phone
    • Phone Extension
    • BirdDog Custom Fields -> Matching UDFs
  •  Customers
    • BirdDog Custom Fields -> Matching UDFs
  • Ship Tos
    • Customer No in the format {##}-{#######} is split into two parts and written to A/R Division No and Customer No
    • Ship To Code
    • Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Phone
    • Phone Extension
    • Email Address
    • Sales Person
    • Ship Via
    • Warehouse -> Location
    • Tax Schedule
    • Residential Address
  • Sales Order Headers
    • Order Type
    • Order No
    • Customer No in the format {##}-{#######} is split into two parts and written to A/R Division No and Customer No
    • Bill To Name
    • Bill To Address1
    • Bill To Address2
    • Bill To Address3
    • Bill To ZipCode
    • Bill To City
    • Bill To State
    • Bill To Country Code
    • Ship To Code
    • Ship To Name
    • Ship To Address1
    • Ship To Address2
    • Ship To Address3
    • Ship To ZipCode
    • Ship To City
    • Ship To State
    • Ship To Country Code
    • Ship Via
    • Customer PO No
    • Tax Schedule
    • Ship Instruction 1 -> Comment
    • Order Date
    • Shipping Date -> Ship Expire Date
    • Ordered By Email -> Email Address
      • This only happens if Ordered By Email is a valid email address
    • Ordered By
      • If Ordered By ID is set then Contact Code -> Confirm To
      • Otherwise Ordered By Name -> Confirm To
    • Send To Service Pro -> UDF Send To Service Pro
    • Service Pro Order Status -> UDF Service Pro Order Status
    • BirdDog Custom Fields -> Matching UDFs
  • Sales Order Lines
    • Item Number -> Item Code
    • Location Code -> Warehouse Code
    • Item Description 1 -> Item Code Description
    • Quantity Ordered
    • Comment Text
    • If a new line is missing a Sales G/L Account Number
      • Connector.Default Sales Account -> Sales Account
    • If a new line is missing a COGS G/L Account Number
      • Connector.Default COGS Account -> COGS Account
    • BirdDog Custom Fields -> Matching UDFs

 Order of Operations

  1. Download Countries (First time run only)
  2. Download GL Accounts
  3. Download Tax Codes
  4. Download Tax Schedules
  5. Download Ship Vias
  6. Download TermsCodes
  7. Download SalesPeople
  8. Download Locations
  9. Download ProductCategories
  10. Download Items
  11. Download ItemLocations
  12. Download PriceCodes
  13. Upload Customers
  14. Upload ShipTos
  15. Upload Contacts
  16. Download Customers
  17. Download Ship Tos
  18. Download Bill To / Sold Tos
  19. Download Contacts
  20. Download Invoices
  21. Upload Sales Orders
  22. Download Sales Orders
    1. Reprocess sales order errors that failed on a previous run
      • Select * FROM BDConnectorLinkages WHERE DownloadFailed=1 AND DownloadFailedTriedThisRun=0
    2. Download additions and updates to Sage 100
      • where DATEUPDATED$/TIMEUPDATED$ >= BDConnectorAccount.LastSuccessfulDownloadTime
      • If ServicePro is installed -> AND UDF_Send_To_Service_Pro$="Y"