Article #328 Preparing Sage 100 for Solid Route Accounting

Sage 100Bernd Kleyenstuber Last modified on Published on
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Enable Access

For Solid Route Accounting™ to extract data from and import data to Sage 100, you will have to allow external access to your Sage 100 company file.

To do this, follow these steps:

  1. Select the Library Master module
  2. Click on the Company Maintenance task
  3. Navigate to the Preferences tab
  4. Enable the "Allow External Access"
  5. Click on [Accept]

Configuring Sage 100

Customer Route Group (CRG)

For mobile sales, it is sometimes desirable to separate your customer records into Customer Route Groups (CRG). Solid Route Accounting™ requires that your customers be assigned to a three-digit numeric CRG. This will allow you to upload only those customers specific to that mobile route. You may establish just one or as many Customer Route Groups as you wish.

To add a CRG to your customer records, you must set up a User Defined Field (UDF) on your customer table and customer ship-to table(for detailed steps, see below):

  • Create a user-defined field CRG in the "AR Customer Master" table:
    • Field name: CRG
    • Description: Customer Route Group
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 3
    • Display attributes: uppercase
  • Customize the Customer Maintenance screen by adding the CRG field
    • Add the CRG field to PMAIN Panel
  • Create a user-defined field CRG in the "SO Ship to Address" table:
    • Field name: CRG
    • Description: Customer Route Group
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 3
    • Display attributes: uppercase
  • Customize the Customer Ship-To Address Maintenance screen by adding the CRG field
    • Add the CRG field to DSHIPTOADDR Panel

Customer Default PO Number

Some customers would like to see the same purchase order number on all their transactions.

To add a Default PPO Number to your customer records, you must set up a UDF on your customer table(for detailed, steps see below):

  • Create a user-defined field DFLTPO in the "AR Customer Master" table:
    • Field name: DFLTPO
    • Description: Default PO Number
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 20
    • Display attributes: uppercase
  • Customize the Customer Maintenance screen by adding the DFLTPO field
    • Add the DFLTPO field to PMAIN Panel

Item Barcode

The Solid Route Accounting™ is designed to take full advantage of integrated barcode scanners.

Barcodes allow for extreme efficiencies at point-of-sale and, if possible, should be considered for your mobile sales units.

To add barcodes to your item records, you must set up a UDF on your Item table(for detailed steps, see below):

  • Create a user-defined field UPC in the "CI Item Master" table:
    • Field name: UPC
    • Description: UPC Barcode
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 14
    • Display attributes: none
  • Customize the Item Maintenance screen by adding the UPC field
    • Add the UPC field to PADDL Panel

Salesperson Password

Creating a mobile user login to Solid Sales Pro™ will assign transactions to a particular salesperson.

To define passwords on your salesperson records, you must set up a UDF on your Salesperson table(for detailed steps, see below):

  • Create a user-defined field PWD in the "AR Salesperson Master" table:
    • Field name: PWD
    • Description: Password
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 10
    • Display attributes: none
  • Customize the Salesperson Maintenance screen by adding the PWD field
    • Add PWD field to PMAIN Panel

Solid Route Accounting™ Transaction Number

To facilitate the cross-referencing of Solid Route Accounting™ transaction numbers and Sage 100 transaction numbers, we suggest creating a UDF for this purpose.

To store Solid Route Accounting™ transaction number, you must set up a few UDFs(for detailed steps, see below):

  • Create a user-defined field SOLIDNUM in the "SO Sales Order Header" table:
    • Field name: SOLIDNUM
    • Description: Solid™
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 15
    • Display attributes: uppercase
  • Customize the Sales Order Entry screen by adding the SOLIDNUM field
    • Add SOLIDNUM field to PHEADER Panel
  • Create a user-defined field SOLIDNUM in the "SO Invoice Header" table:
    • Field name: SOLIDNUM
    • Description: Solid™
    • Source: manual entry
    • Control type: multi-line
    • Type: String
    • Maximum length: 15
    • Display attributes: uppercase
  • Customize the Sales Order Invoice Entry screen by adding the SOLIDNUM field
    • Add SOLIDNUM field to PHEADER Panel
  • Create a user-defined field SOLIDNUM in the "AR Transaction Posting" table:
    • Field name: SOLIDNUM
    • Description: Solid™
    • Source: business object
    • Business Object: SO_SalesJournal_upd
    • Data Source: SO_InvoiceHeader
    • Column: SOLIDNUM
  • Create a user-defined field SOLIDNUM in the "AR Invoice History Header" table:
    • Field name: SOLIDNUM
    • Description: Solid™
    • Source: business object
    • Business Object: SO_SalesJournal_upd
    • Data Source: AR_TransactionPosting
    • Column: SOLIDNUM
  • Customize the Invoice History Inquiry screen by adding the SOLIDNUM field
    • Add SOLIDNUM field to DMAIN Panel
  • Create a user-defined field SOLIDNUM in the "AR Open Invoice" table:
    • Field name: SOLIDNUM
    • Description: Solid™
    • Source: business object
    • Business Object: SO_SalesJournal_upd
    • Data Source: AR_TransactionPosting
    • Column: SOLIDNUM
  • Customize the Customer Inquiry and Cash Receipt Invoices screens by adding the SOLIDNUM field
    • Add SOLIDNUM field to LB_OPEN_INVOICE list box on the Accounts Receivable / Customer Maintenance / PINVOICE panel
    • Add SOLIDNUM field to LB_INVOICE list box on the Common Information / Common Entry / DSELECT panel

Step-by-Step UDF Creating and Screen Customization

Creating a User Defined Field

  1. Open the Custom Office module
  2. Select the User-Define Field and Table Maintenance task
  3. Expand the Account Receivable heading
  4. Select the AR Customer Master table
  5. Right-click and select [Edit Fields ...]
    Sage User-Define Field and Table Maintenance screen
  6. On the User Defined Fields screen, click on the [Add] button
    Sage User-Define Fields Add
  7. On the Add Field screen, enter the field name and description, select the manual entry source, then click on [OK]
    Sage User-Defined Field Add Field
  8. Then define the control type and set the field attributes, then click on [OK]
    Sage User-Defined Field Add Definition

 

Adding the User Defined Field to a Screen

  1. Open the Custom Office module
  2. Select the Customizer Selection task
  3. Expand the Account Receivable / Customer Maintenance heading
  4. Select the PMAIN panel
  5. Right-click and select [Edit Panel]
    Sage Panel Selection
  6. On the Customizer Panel Section screen, select "All" users and click [OK]
  7. On the Customizer screens, add the UDF, adjust the placement, set the tab order
    Sage Panel Customizer
  8. Once done, save the changes
Tags: Sage 100

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