Resource Planning - Integration - Sage 100
Classification
Data Types
People
Projects
Data Flow
Unidirectional; Sage 100 into Resource Planning only
Sync Frequency
Twice daily
Connection Requirements
Accessible IP address or URL
Set of read-only SQL credentials
Database name
Provided
Four Resource Planning outbound IP addresses will be provided during implementation and will need to be whitelisted
Commonly Used Fields and Tables
Your Sage 100 database may feature tables and fields with naming conventions altered slightly from what is listed below. This list is intended to be a baseline/template and the integration will be tailored to match your system exactly.
People
Resource Planning Field | Sage Field | Sage Table |
|---|---|---|
First Name | fstnme | employ |
Last Name | lstnme | employ |
Status (Active, Pending, or Inactive) | status | employ |
Employee ID | recnum | employ |
Address 1 | addrs1 | employ |
Address 2 | addrs2 | employ |
City | ctynme | employ |
State | state_ | employ |
Zipcode | zipcde | employ |
Phone Number | phnnum | employ |
e_mail | employ | |
Hourly Wage | payrt1 | employ |
Date of Birth | dtebth | employ |
Emergency Contact Name | cntnme | empcnt |
Emergency Contact Phone Number | phnnum | empcnt |
Emergency Contact Email | e_mail | empcnt |
Emergency Contact Relation | relate | empcnt |
Hired Date | dtehre | employ |
Gender | gender | employ |
Job Title | paypst | paypst |
Projects
Resource Planning Field | Sage Field | Sage Table |
|---|---|---|
Project Name | jobnme | actrec |
Status (Active, Pending, or Inactive) | status | actrec |
Project ID | recnum | actrec |
Address 1 | addrs1 | actrec |
Address 2 | addrs2 | actrec |
City | ctynme | actrec |
State | state_ | actrec |
Zipcode | zipcde | actrec |
Start Date | sttdte | actrec |
Est. End Date | cmpdte | actrec |
Project Type | jobtyp | jobtyp |
Customer | clnnum | reccln |
Project Manager | sprvsr | actrec |
See Also
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