Skip to main content

Sage

Description#

This is the Documentation of how the Integration between the Sage and Skills Workflow. This documentation is for Skills Workflow located in the Cloud.


Data Exchange Technology#

Based on Views.

The ERP will be installed locally on a server.

The scope of data exchanged on this integration includes:

From SAGE to Skills Workflow#

  • Master data
  • Clients
  • Suppliers
  • VAT
  • Currency
  • Payment Conditions
  • Articles
  • Reversal Reasons

From Skills Workflow to SAGE#

  • Financial Documents
  • Expenses
  • Invoices/Bills
  • Purchases Orders

###Data Exchange (To Skills Workflow)

This section describes the Data exchanged between systems. Please see the data exchanged.

The data is exchanged with Views available in the system.

Articles#

Articles are received by Skills Workflow.

New Articles created in SAGE are automatically created in Skills Workflow. Any change in the Articles data is also synched with Skills Workflow.

Articles Data Exchanged#

Fields that are populated in Skills Workflow are:

  • CompanyId
  • CompanyCode
  • Active
  • Name
  • ExternalId
  • InternalService
  • VatDeductiblePercentage

Data Exchange (OutBound)#

This section describes the Data exchanged between systems. Please see the data exchanged.

The data is exchanged with Views available in the system.

Bill Item#

Bill Items are sent by Skills Workflow.

  • New Bills Items' created in Skills Workflow are automatically created in SAGE.
  • Any change in the Bills data is also synched with SAGE.

Bill Item Data Exchanged#

Fields that are populated in SAGE:

  • Oid
  • Name
  • CompanyId
  • EstimateId
  • EstimateHasProjectId
  • EstimateAccountCode
  • EstimateAccountName
  • EstimateAccountBeginDate
  • EstimateAccountEndDate
  • EstimateAccountBillingClient
  • BillId
  • BillingClient
  • OtherDebtor
  • Currency
  • Exchange
  • TotalValue
  • PaymentCondition
  • YourReference
  • Date
  • Due
  • CommercialClientName
  • ProjectNumber
  • ProjectName
  • ProjectSequence
  • ProjectYear
  • Project
  • ContractNumber
  • ContractName
  • ContractSequence
  • ContractYear
  • BillItemId
  • Article
  • Description
  • Vat
  • VatPercentage
  • UnitPrice
  • Discount
  • Quantity
  • ValueWithoutVat
  • VatValue
  • ValueWithVat
  • ExternalId
  • External
  • ExternalItemId
  • LineNumber
  • Remarks
  • AttentionLine
  • EstimateNumber
  • SAGEDocumentType
  • CostCenter
  • BillItemOrder
  • WorkflowStateId
  • PreviousWorkflowStateId
  • KeepOnError

###Conclusion

The contents of this document create the foundation for data and process communication methodology between Skills Workflow and Agencies. The current known data and process transfers are contained in this document but more may be created as additional data and process needs are discovered.