Syncing ServiceTrade Job Items with Sage 300 CRE General Ledger Journal Entries

Prerequisites

• Pixis Manager Console App for Sage 300 CRE.
• Import GL Journal Entry Sync.
• AP Vendor to ServiceTrade Vendors Sync (optional.)

Prior to Sync

• The item source needs to be ‘Parts Vendor’.
• The ServiceTrade job status needs to be ‘Complete’.

Note: The ServiceTrade job items are synced to 'new.glt'

Note: The ServiceTrade Job Items data with item source "Parts Vendor" is synced to new.glt file in Sage 300 CRE.

Field Mapping

The Pixis Manager Console App syncs the following data for job items with source "parts vendor" to Sage 300 CRE General Ledger JE.

Note: By default, the ServiceTrade GL Import Task is set to ‘Run’. This automatically syncs ServiceTrade job items data to the Sage 300 CRE GL transaction files in specified time intervals.