1. Create Shipments & Invoices

Map Transform

In this step will add an empty field to the dataset which will be mapped to the O/E Order Detail to capture the Line Id generated by Sage300 when the order is created.

  1. Re-open the integration created in the first section of the training guide
  2. Click on the Transform Setup tab.
  3. Open the Map transform.

  1. Open the Map transform and add a new field to the OrderDetail transaction type.
  2. Enter new field name.
    • For training, enter: Sage300LineId

  1. Press Refresh until you can see the new field.

  1. Press Apply to save the transform and then Close.

Sage300 Order Connector

The field created in this step will be used to capture the auto-generated Line Id.

  1. Re-open the Sage300 Order connector.

  1. Click on the Field Mapping tab and change the Transaction Id to OrderDetail.
  2. Edit the field mapping so the field created in the Map transform is mapped to the Line Number field.

  1. Save the grid and press Refresh to re-generate the orders.

PostOrderMap

In this step we will add two new fields to the IMan dataset to allow us to capture the auto-generated Shipment & Invoice numbers.

  1. Add a Map transform to the end of Sage300 Order Connector.

  1. Click the Field Mapping tab and add three fields to the data set as per the following:
  1. Name
    • ShipmentNumber
  2. Field Type
    • Text
  3. Enable Script Evaluation
    • Unchecked
  4. Formula
    • Empty
  1. Name
    • InvoiceNumber
  2. Field Type
    • Text
  3. Enable Script Evaluation
    • Unchecked.
  4. Formula
    • Empty
  1. Name
    • CreateInvoice
  2. Field Type
    • Boolean
  3. Enable Script Evaluation
    • Checked
  4. Formula
    • True

  1. Press Refresh to generate the new dataset with the fields.

  1. Press Apply to save then close.

Generating the Shipments & Invoices

In this step you will generate the O/E Shipment and O/E Invoices from Orders.

  1. Add another Sage300 Connector to the integration and connect it to the Map transform created in the previous step.

  1. Open the connector and select the company, and select ‘O/E Shipment’ from the Import Type drop down.

  1. Click the Field Mapping tab.
  2. Now you need to map the incoming transaction ‘OE0520’ to the ‘Shipments’.

  1. Click the edit button under the grid to map the Order Header fields.

Incoming Field

Map To Sage300 Field

ORDNUMBER

Order Number

ShipmentNumber

Shipment Number

InvoiceNumber

Invoice Number

CreateInvoice

Create Invoice from Shipment
  1. Press the Green Tick to save the mapping.
  2. Select the OE0500 from the transaction Id and select the Shipment Details from the Sage300 Transaction Type drop down.

To switch or change the Field Mapping grid being displayed, change the top (Transaction Id) drop down. Changing the bottom (Transaction Type) drop down alters the Transaction Type to which the top is mapped.
  1. Click the edit button under the grid to map the Order Detail fields.

Incoming Field

Map To Sage300 Field

QTYORDERED

Quantity Shipped

LINENUM

Order Line Number
The key here is to set the Line Number field from the order to the Order Line Number field. This will ensure the correct detail is updated with the relevant quantities. An expansion of this scenario is provided in the Quick Start manual section: SAMACCINTCO (Sample Sage300 Intercompany Processing Automation).
  1. Press Refresh and if successful the Preview will display the auto-generated shipment and invoice numbers.

  1. Press Apply to save and then close.

Preparing to Generate the O/E Invoice

This step will simply add a single field to the dataset to allow us to specify the path to export the data to.

  1. Add a Map transform to the Sage300 Shipment connector created in the previous step.

  1. Click the Field Mapping tab and add two new fields as per the following:
  1. Name
    • ExportPath
  2. Field Type
    • Text
  3. Enable Script Evaluation
    • Checked
  4. Formula
    • "C:\IMan\OutputData\" & %INVNUMBER & ".pdf"
Replace the first part of the path with the IMan shared data directory.
  1. Name
    • Form
  2. Field Type
    • Text
  3. Enable Script Evaluation
    • Unchecked
  4. Formula
    • OEINV01.RPT
  1. Press Refresh.

  1. Press Apply to save then Close.
Step 13.2: OE Invoice >