Syncing Sage 300 CRE Service Management PO’s with ServiceTrade Job Items

Prerequisites

• Pixis Manager Console App for Sage 300 CRE.
• Export Purchase Order Sync.
• AP Vendor to ServiceTrade Vendors Sync (Required.)

How Sync Works

1. When you create a PO in Service Management by clicking Task > Purchasing > Enter P.O.
   
   
2. Then enter General SM Purchase Order information and click 'Next >'.
   
   
3. Then enter Ship To Information and click 'Next >'.
   
   
4. Then enter Register information and click 'Next >'.
   
5. Then select the appropriate print settings and click 'Finish'.
   
   Note: The Pixis Manager Console App syncs “newly created” Sage 300 CRE SM Purchase Order Data with ServiceTrade Job Items.
   
   
6. Once you finished creating a PO and 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 to PO Module

The Pixis Manager Console App syncs the following Sage 300 CRE SM Purchase Data fields with ServiceTrade Job Items with itemsource Parts Vendor

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