The following information is required from the customer to effectively populate this connector:
- Company Number: This is your Sage company number
- Sage Path: needs to be something like \\sage100\Sage\Sage 100 Standard\MAS90\Home
- Sage User: Should be a user with full access to System, Common Information, Accounts Receivable, Inventory, and the Sales Order module. Cannot be the Administrator user.
- Sage Password: Password for the previous user.
- Customer Type: This is for new customers in Sage when they're brought down from BirdDog or another account.
- Ship Via: This is for new customers in Sage when they're brought down from BirdDog or another account.
- Tax Schedule: This is for new customers in Sage when they're brought down from BirdDog or another account.
- Tax Liability Account: Tax Liability G/L account to a sales order line when the item in Sage 100 does not have a default.
- Default Sales Account: Sales G/L account to a sales order line when the item in Sage 100 does not have a default.
- Default COGS Account: Cost of Goods G/L account to a sales order line when the item in Sage 100 does not have a default.
- Location: Warehouse assigned to new items created in BirdDog from Sage 100 when the location is blank in Sage 100.
- Items to Download: There are two options here - None or All.
- Customers to Upload/Download: There are three options here - None, All, or Tax Exempt.
- Invoices to Download: There are two options here - None or All.