Syncing Sage 300 CRE Purchasing PO's with ServiceTrade Job Items

Prerequisites

• Pixis Manager Console App for Sage 300 CRE.
• Export Purchase Order Sync.
• Sage 300 CRE Job Cost Application to post Orders to job cost.
• AP vendor to ServiceTrade vendors sync (required.)

How Sync Works

1. Once you have created a PO in Sage Purchasing by clicking 'Task'>'Enter Orders'.
   
2. Then you have entered the following PO information:
   • PO Number
   • Vendor Number 
   • Order by
   • Date Enter 
   • Type (Purchase Order)
   • Description
   • Transfer Number 
   • Credit Y/N
   • Amount on Order
3. The Pixis Manager Console App then syncs “newly created” Sage 300 CRE PO data with ServiceTrade job items.
   How it looks in Sage 300 CRE
   
   How it syncs to ServiceTrade job items
   
   
4. When the PO has been ‘received’ in Service Management, the Pixis Manager Console App syncs the Parts Vendor item status to ‘received’ and updates the ServiceTrade Job Item amounts.

Field Mapping

The Pixis Manager Console App syncs the following Sage 300 CRE Purchasing data with ServiceTrade job items with itemsource Parts Vendor.

Note: The ServiceTrade Sage Purchasing Export Task default is to ‘Run’. This automatically syncs Sage PO's to ServiceTrade Job Items in specified time intervals.