PartsManager and Sage Intacct Mapping Reference

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

This article walks users through the different types of data and fields present in PartsManager, formerly known as PartsLedger, and Sage Intacct. It also covers how the two synchronize and relate to one another when connected.

PartsManager and Sage Intacct Syncing Direction Overview

PartsManager Actions Syncing Direction Sage Intacct Transactions Notes
Receive a Purchase Order noun-arrow-3134096-004680_copy.jpg Sage Intacct Purchase Order Receiver This mapping also applies to Consumable item types.
Fulfill a Sales Order noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry
  • If tracking WIP
    Inventory→WIP
  • If not tracking WIP
    Accrued Expenses→COGS Sage Intacct

In PartsManager navigate to  Settings → System and toggle WIP on or off.
WIP_Toggle.png

Transfers noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry with Dimensions Transfer of Inventory on the Balance for departmental reporting.
Inventory Adjustments noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry  
Reversal noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry  
Unfulfill a Sales Order noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry
  • If tracking WIP
    COGS→WIP
  • If not tracking WIP
    COGS→Accrued Expenses

In PartsManager navigate to Settings → System and toggle WIP on or off.
WIP_Toggle.png

Sales Order ‘Close’ noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry WIP→COGS (Journal Entry without Stock Adjustment)
Note: Look at Journal Object for Source.
Sale Order 'Reopen' noun-arrow-3134096-004680_copy.jpg General Ledger Journal Entry General Ledger→ Journal Entries→ Inventory Journal ‘IJ’
Void Receive noun-arrow-3134096-004680_copy.jpg Void ServiceTrade PO Receiver  
Return noun-arrow-3134096-004680_copy.jpg Return Receiver  
Vendor Management noun-arrow-3134096-004680.png Vendor Creation

How to Setup a PartsManager Vendor in Sage Intacct and sync with PartsManager

Product Item noun-arrow-3134096-004680_copy.jpg Item  

 

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