Important Note: The ServiceTrade Accounting Connector (STAC) requires a Premium or Enterprise ServiceTrade Subscription and is a paid add-on. Please contact your ServiceTrade Salesperson or your Account Manager if you want to learn more about STAC.
Before exporting Purchase Orders
- The ServiceTrade Job must be in a Status of ‘Completed’
- Job item source requirements (read about Parts Purchasing Management here):
- Source - Parts Vendor
- Parts Vendor - External System Vendor ID
- Purchase Order - ST Job Number or Ad Hoc #
- Status - ’Received’
- Delivery Date - Sage Purchase Order Date
- Used On - not required for export
- The export method is either job number or date
- Purchase Order ‘Start Date’ and ‘End Date’ are based on ‘Job Completed on Date’
Exporting Purchase Orders from ServiceTrade
- Log into ServiceTrade Accounting Connector “select” “Purchase Orders Import”
- Select 'Job' or 'Date Range' for Method.
- Select Invoice Start Date and End Date
- Click Apply Recipe
- Save the Download Exports in a secure location.
Note: Date\Time stamp Format “import- yyyymmdd-HHmmss.txt” for easy tracking on data import
Importing Purchase Orders into Sage 300
- Login to Sage 300 CRE Company for which you want to import records.
- Open Job Cost.
- Click Tools > Import > Commitment
- Click the “...” on the Import file line:
- Browse to location of the saved PO Import txt.file.
- Select the location of “POREJECT.TXT file”
- Select “Start”
- Note: If you receive an error when attempting to import Purchase Orders, refer to our troubleshooting article here.
- Verify the Purchase Order Import File Imported correctly by going to:
- Open Job Cost > Reports > Committed Cost > Purchase Order Document
- Apply applicable report conditions to view Imported ServiceTrade Purchase Order
- To verify that your import moved data successfully, add any of the following conditions to your report and verify ServiceTrade Purchase Order Data.
- Sage Job 20-121
- Second verification is to Open Job Cost > Task > Commitments
- Complete ‘company specific’ Data Verification (if applicable)
Note: Purchase Orders import is Not “Committed to Accounting” therefore another user (for example, someone in your Accounting department) to edit or approve the Purchase Order.