Sage 100 Comptabilité

Documentation Index

Fetch the complete documentation index at: https://docs.chift.eu/llms.txt

Use this file to discover all available pages before exploring further.

Overview Legend 🧭

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Introduction

Sage 100 is designed for mid-sized companies. It offers a wider range of features and capabilities than Sage 50, including more robust financial management, inventory management, and customer relationship management (CRM) capabilities. Deliver the Sage 100 integration your customers want in no time.

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Configure Sage 100

Prerequisite(s) No prerequisite to enable the connector. However, it is important to know that Sage100 is an accounting tool for SMEs. Sage 100 runs from a local server OR is installed on the Sage cloud (Sage Partner Cloud). Activation Process Activate the connector in one click on the connector section in your Chift account.

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Settings

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Invoice number handling

A configuration setting is available to control how the number and reference fields are used when creating entries in Sage 100. When enabled, the value sent in reference can be used as the invoice number in Sage 100 instead of the value sent in the number field.

• Options:
  • No — the number field is used as the invoice number.
  • Yes and omit the value sent in the number field — the reference value is used as the invoice number and the number value is ignored.
  • Yes and keep the value sent in the number field in the reference field of Sage 100 — the reference value is used as the invoice number, and the number value is stored in the reference field of Sage 100.

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Test Sage 100

To test the software integration, you need to go through an integrator to get a sandbox account or you must identify beta users in your client base willing to allow you to use their account for testing.

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Connect Sage 100

To activate a connection with Sage 100, users will have to go through the following steps.

• French article: Help Center - Sage100 FR N.B.: Important to know that in France Sage only distributes through Integration partner - thus the client wishing to connect to Sage 100 will need the help of its Sage100 integration partner to do so.

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Coverage

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Troubleshooting

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Specific errors for Sage 100: