Difference between revisions of "Sage Integration Details"
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* Use the {{DataValue|End of Day}} report to check all the payments have been processed and that they have been allocated to the correct payment centre. | * Use the {{DataValue|End of Day}} report to check all the payments have been processed and that they have been allocated to the correct payment centre. | ||
− | == See | + | == See also == |
* [[Platinum Links]] | * [[Platinum Links]] | ||
* [[Recommended Accounting Routines]] | * [[Recommended Accounting Routines]] | ||
{{KB_Tags|Accounts, Sage, Export, Import}} | {{KB_Tags|Accounts, Sage, Export, Import}} | ||
− | {{KB_SL}}{{ZN_Admin}}{{Guide}} | + | {{KB_SL}}{{ZN_Admin}}{{Guide}}{{ZN_Accounts}} |
Revision as of 16:47, 6 December 2013
Contents
Summary
This article explains how to export the sales invoices and credits from Platinum, and then import them into Sage.
More Information
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Platinum
Go into " Sage Exports" menu.
- Run the reports below for the date range required.
Be careful - Sage will let you import transactions twice, so you must ensure the date range has not already been updated! |
- Run the 'Sage Customers - Platinum Expt'
- Run the 'Sage Invoice V/Sale - Check'
- Run the 'Sage Invoice V/Sale - Actual'
- Run the 'Sage Invoice Stock - Check'
- Run the 'Sage Invoice Stock - Actual'
- Run the 'Sage Payments - Actual'
Go into {Menu|End of Day}} menu.
- Run the End of Day takings reports.
Sage
Customer Details
- Click the [File] drop down menu.
- Choose 'Import'.
- Click 'Yes'.
- Click 'Next'.
- Choose 'Customer Records'
- Click 'Next'.
- Ensure '.csv' is checked.
- Browse for your file.
- Change the "look in" to the P: Drive.
- Double click 'SAGE_CUST.CSV'.
- Click 'Next'.
- Click 'Load Map'.
- Select 'Customer Record Map'.
- Click 'Next'.
- Click 'Finish'.
- Click 'Close'.
This will import all the customer accounts information into Sage. If there are any errors, these will be reported in the information pane.
Please ensure for existing Sage customer records that you enter the Sage account code into the reference field on the Platinum Customer record; this will prevent the account being created twice in Sage. |
Stock Invoices/Credits
- Click the [File] drop down menu.
- Choose 'Import'.
- Click 'Yes'.
- Click 'Next'.
- Choose 'Audit Trail Transactions'.
- Click 'Next'.
- Ensure '.csv' is checked.
- Browse for your file.
- Change the "look in" to the P: Drive.
- Double click 'SAGE_STOCK_IMP.CSV'.
- Click 'Next'.
- Click 'Load Map'.
- Select 'Audit Trail Transactions'.
- Click 'Next'.
- Click 'Finish'.
This will import all the Stock transactions into Sage.
Vehicle Invoices/Credits
- Click the [File] drop down menu.
- Choose 'Import'.
- Choose 'Audit Trail Transactions' -> 'Run'.
- Change the "Look in" to P: Drive.
- Double click 'SAGE_VS_IMP.CSV'
This will import all the Vehicle Sales transactions into Sage.
Posting the Payments
- Click the [File] drop down menu.
- Choose 'Import'.
- Choose 'Audit Trail Transactions' -> 'Run'.
- Change the "Look in" to P: Drive.
- Double click 'SAGE_PAY_IMP.CSV'
- Use the 'End of Day' report to check all the payments have been processed and that they have been allocated to the correct payment centre.
See also