How It Works

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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
  • 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
    • 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
    • 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
  • Warehouses -> Locations
  • Product Lines -> Product Categories
  • All Items
    • Item Code -> Item Number
    • Description
    • Default Warehouse Code -> Default Location
    • 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
  • Regular Items
    • Stocked = True
    • Service Pro Type = Inventory
  • Kit Items
    • Stocked = False
    • Kite = True
    • Service Pro Type = Inventory
  • Miscellaneous Items
    • Stocked = False
    • Service Pro Type = Unassigned
  • Comment and Charge Items
    • Stocked = False
    • Order Minimum = 1
    • Order Maximum = 1
    • Service Pro Type = Unassigned
  • Item / Locations
    • Standard Price -> Price
    • Average Cost
  • Sales Orders

 

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

  • Customers
  • Sales Order Headers
    • Order No -> Sales 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
    • Customer PO No
    • Tax Schedule
    • Comment
    • Order Date
    • 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