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Sage100 - Connector settings

Sage100 - Connector Settings This document describes the connector-specific settings for the Sage100 integration with App4Sales. These se...

Updated over a week ago

Sage100 - Connector Settings

This document describes the connector-specific settings for the Sage100 integration with App4Sales. These settings allow administrators and implementation consultants to configure how data is exchanged and processed between Sage100 and the App4Sales platform, influencing synchronization behavior, data mapping, and various functional aspects of the integration.

All settings are configured through the App4Sales portal user interface and are applied at runtime when the Sage100 connector performs its operations.

Setting

Description

Values / Defaults

Dependencies / Effects

Token

This token is essential for authenticating and establishing a secure connection with the Sage100 system. It encrypts sensitive communication.

Sensitive string value, provided during the initial connector setup.

Required for any communication and data exchange with Sage100. The connector cannot function without a valid token.

Set vatpercentage for an item based on a vatliablecode (default 0%)

Determines how the VAT percentage for an item is calculated. If a matching VAT liable code is found in Sage100, its associated VAT percentage is used. If no code is matched, the VAT percentage defaults to 0%.

String. This field expects a specific VAT liable code from Sage100. If the code is not found or this field is empty, a 0% VAT is applied.

Directly influences the VAT calculation and display for items synchronized from Sage100.

Get orders from backoffice

When enabled, the connector retrieves historical and current order data directly from the Sage100 backoffice system. This makes comprehensive order history available within App4Sales.

Boolean (True/False). Default: False.

Enabling this setting makes historical order data from Sage100 visible and accessible within App4Sales. Disabling it will prevent the retrieval of this data.

Pass Web Shop Item

When enabled, items are tagged and processed as webshop items during synchronization. This can activate specific logic or data handling routines within both Sage100 and App4Sales that are relevant to e-commerce operations.

Boolean (True/False). Default: False.

Affects how items are categorized and managed, potentially impacting their visibility, pricing, or other attributes within webshop contexts.

Allow zero values in free fields

If enabled, the connector will permit and process numeric zero values (e.g., '0', '0.00') in custom (free) fields when exchanging data with Sage100. If disabled, such zero values might be ignored or treated as empty during data transfer.

Boolean (True/False). Default: False.

Controls the precision and completeness of data transferred for custom fields, particularly when numeric zero values are significant.

Retrieve translated free fields from the backoffice (live call)

When this setting is enabled, the connector performs a direct, live call to the Sage100 backoffice to fetch translated versions of custom (free) fields. This ensures that the most current and localized values for these fields are always used.

Boolean (True/False). Default: False.

Enabling this ensures up-to-date translations for free fields but may introduce minor performance overhead due to real-time queries to the Sage100 backoffice. Requires direct connectivity to the Sage100 backoffice.

Domain Specifics

Authentication

The Token setting is crucial for establishing a secure and authenticated connection to the Sage100 system. It acts as a credential that authorizes the App4Sales connector to access Sage100 data and functionalities.

Item Management

The Set vatpercentage for an item based on a vatliablecode (default 0%) setting allows for dynamic VAT calculation based on predefined codes within Sage100. This ensures that items are assigned the correct tax rates according to business rules.

The Pass Web Shop Item setting helps in distinguishing and processing items that are specifically designated for webshop channels, allowing for specialized handling or synchronization logic relevant to online sales.

Order Processing

The Get orders from backoffice setting controls the retrieval of order history, enabling App4Sales to display past orders directly from Sage100. This provides a complete view of customer transactions.

Data Handling and Localization

The Allow zero values in free fields setting dictates how the connector interprets and transfers numeric zero values in custom fields, which is important for maintaining data integrity and ensuring that all relevant information is correctly synchronized.

The Retrieve translated free fields from the backoffice (live call) setting ensures that any custom fields with multilingual content are presented accurately in App4Sales by fetching the latest translations directly from Sage100.

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