The Sage 200 Training Manual

In this guide

• Step 1 – Create New Integration

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  Creating a new Sage 200 integration in IMan.

• Step 2 – Excel Read Transform

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  Setting up a reader transform to pull data from an Excel file.

• Step 3 – Hierarchy Transform

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  Using the Hierarchy transform in an IMan Sage 200 integration.

• Step 4 – Map Transform

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  Using the Map transform in an IMan Sage 200 integration.

• Step 5 – Sage 200 Customer Import

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  Importing customers into Sage 200 with IMan.

• Step 6 – Create Shipment Charges

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  Manipulating the order data to create shipment charges in an IMan Sage 200 integration.

• Step 7 – Sage 200 SOP Import

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  Importing orders into Sage 200 with IMan.

• Step 8 – Auditing

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  How IMan's auditing works in a Sage 200 integration.

• Step 9 – Order Status Feedback File

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  Creating an order status feedback file in an IMan Sage 200 integration.

• Step 10 – FTP Upload

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  Uploading the CSV file created in Step 9 to an FTP server.

• Step 11 – Simple File Archiving

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  Moving processed files to an archive directory so that they are not processed again.

• Step 12 – Advanced File Archiving

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  Using the File Task to move only the files that processed successfully.

• Step 13 – SOP Despatch, Invoicing & Emailing

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  Creating shipments and invoices in an IMan Sage 200 integration.

• Homework

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  Further scenario walkthroughs for IMan Sage 200 and Sage 300 integrations.

Scenario

Order Entry import from web based order system.

Aims

The aim is to import orders and customers from an Excel file into Sage 200. You will learn how to:

1. Set up a file-based data source.
2. Sequence multiple transforms to manipulate data within IMan before it enters its target application.
3. Write simple expressions in the formula evaluator in the Map, Filter and Aggregate transforms.
4. Set up the Sage 200 connectors to import data.
5. Set up and use IMan’s auditing and error handling.
6. Use the writer transforms to export data from any application to a variety of data formats. The training creates an order status file to feed back to the web order entry system.
7. Upload a file with the FTP Task and archive processed files with the File Task.

Prerequisites

1. IMan is installed and running.
2. Sage 200 is set up and working with IMan (see Sage 200 Connector Setup).
3. If you have not used IMan before, work through the Quick Start guide and the integration walkthroughs before you start the training.

Follow the steps in order; there are gotchas

Read each part carefully and follow it in order. A missed step or a wrong setting causes problems in later steps.

Estimated Time

The initial training takes about a day to work through on your own. You can do the homework steps once you have finished the initial training.