Sage 50
Overview and implementation
The BizOps Sage 50 Integrator is designed to exchange data between BizOps and Sage 50 to avoid duplicating data entry and leveraging the strengths of both products. The Sage 50 and BizOps data fall into to two classifications, tables (files) and transactions. The examples of tables that are in both Sage 50 and BizOps are customers, vendors and inventory items (products). The examples of transactions in Sage 50 and BizOps are sales orders, invoices, production runs of assemblies and purchase orders.
|
Sage 50 |
BizOps |
|
Customer |
Customer |
|
Vendor |
Vendor |
|
Inventory Items |
Products |
|
Sales Orders |
Orders |
|
Invoices |
Invoices |
|
Payments |
Payments |
|
Purchase Orders |
Purchase Orders |
|
Receive Inventory |
PO Receipts |
Customers, vendors and products data can be initially copied from either system to the other system using the BizOps Sage 50 Integrator. Once the two systems have the same customers, vendors and products one system should be given the responsibility to add additional customers, vendors or products. For example Sage 50 could be setup to maintain the vendors table, and BizOps could be setup to maintain the customer and product tables. Once the data is entered on one system it is exported to the second system. The best business practice is to manage a table in a single system (BizOps or Sage 50) in-order to avoid conflicts and efficiently manage the customer, vendor and inventory items/products.
The transactions should also be done on a single system. This document focuses on Orders (Sales to Customers), Invoices, Purchase Orders and PO receipts being done using BizOps and importing these transactions into BizOps. It is possible to have some of the transaction done by Sage 50 and have the Sage 50 transactions imported into BizOps, these options are not focus of this document. It is not recommended that both systems be used to create the same type of transactions.
Sage 50 is an accounting system that manages your Customer’s accounts receivable. Therefore, Sage 50 is used by our customers to manage credit limits and customer balances even when accounts are added to BizOps. To support this function, the credit limit that is defined in Sage 50 is exported to BizOps by the integrator
.
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