Skip to main content

Exporting and Importing Purchase Orders from STAC into Sage 300 CRE

Derek Torres
Derek Torres
  • Updated

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

  1. The ServiceTrade Job must be in a Status of ‘Completed’
  2. 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
  3. The export method is either job number or date
  4. Purchase Order ‘Start Date’ and ‘End Date’ are based on ‘Job Completed on Date’ 

Exporting Purchase Orders from ServiceTrade

  1. Log into ServiceTrade Accounting Connector “select” “Purchase Orders Import”  
  2. Select 'Job' or 'Date Range' for Method.
  3. Select Invoice Start Date and End Date
    mceclip0.png
  4. Click Apply Recipe
  5. Save the Download Exports in a secure location.
    mceclip1.png

Note: Date\Time stamp Format “import- yyyymmdd-HHmmss.txt” for easy tracking on data import 

 

Importing Purchase Orders into Sage 300

Video Walkthrough

  1. Login to Sage 300 CRE Company for which you want to import records.
  2. Open Job Cost. 
  3. Click Tools > Import > Commitment  
    mceclip0.png
  4. Click the “...” on the Import file line:
  5. Browse to location of the saved PO Import txt.file.
  6. Select the location of “POREJECT.TXT file”
  7. Select “Start” 
  8. Verify the Purchase Order Import File Imported correctly by going to:
    1. Open Job Cost > Reports > Committed Cost > Purchase Order Document 
    2. Apply applicable report conditions to view Imported ServiceTrade Purchase Order 
      mceclip1.png  
  9. 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
  10. Second verification  is to Open Job Cost > Task > Commitments 
    mceclip2.png
  11. 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. 

Video Walkthrough

Was this article helpful?

/

Comments

0 comments

Please sign in to leave a comment.