The Sage300 Training Manual

In this guide

• Step 1 – Create New Integration

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  A startup guide to creating new Sage300 integrations with IMan

• Step 2 – Excel Read Transform

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  In this guide we will set up a Reader transform to pull data from an Excel file for use in IMan integrations

• Step 3 – Hierarchy Transform

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  Performing hierarchy transforms in IMan Sage300 integrations

• Step 4 – Map Transform

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  Map transform | Sage300 Training | Realisable

• Step 5 – Sage300 Customer Import

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  Importing customer information into Sage300 with IMan explained

• Step 6 - Create Shipment Charges

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  Performing sophisticated data manipulations to create Shipment charges in IMan Sage300 integrations

• Step 7 – Sage300 Order Import

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  How to import orders into Sage300 in IMan integrations

• Step 8 - Auditing

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  An explanation of IMan's Auditing system in Sage300 integrations

• Step 9 – Order Status Feedback File

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  Creating an Order Status Feedback file in IMan Sage300 integrations

• Step 10 – FTP Upload

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  How to upload the CSV file created in an earlier stage of our guide to an FTP server

• Step 11 – Simple File Archiving

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  How to move processed files to an archive directory to prevent them from being re-processed

• Step 12 – Advanced File Archiving

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  This guide will show how to use the File Task to move only processed files

• Step 13 – O/E Shipment, Invoicing & Emailing (3 hrs)

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  Extending the order import integration to ship and invoice each of the orders. The invoice transaction will then be printed to PDF and emailed

• Homework

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  Here we will detail exporting transactional data, and use the Database Writer to flag the exported transactions

SCENARIO

Here is an example of an order import from a web-commerce application. In a real scenario the data-source would be XML, however to simplify the integration we have substituted this for an Excel data-source.

Prerequisites

1. IMan is installed and running.
2. Ensure Sage300 is setup and working with IMan (see IMan Setup).
3. If you have not used IMan previously it is highly recommended to consult the Quick Start guide and the integration walk-throughs prior to starting training.

Important

We urge you to follow and read each part carefully. There are some ‘gotchas’ along the way if you miss a step or get something wrong.

Estimated Time

We estimate it will take about a day on your own to work through the initial training. There are several homework steps which can be performed after the initial section is complete.

AIMS

At a top level the aim is to import orders and customers from an Excel file into Sage300.

Specifically you will learn to:

• Set up a file based data source.
• Sequence multiple transforms together:
  • These manipulate data within IMan before it enters its target application.
• Create some relatively simple expressions using our formula evaluator in the Map, Filter and Aggregate transforms.
• Set up the Sage300 connectors to import data.
• Set up and use IMan’s highly configurable auditing and error handling.
• Use the write transforms to export data from any application to a variety of data formats. The training will create an order status file to feed back to the web order entry system.
• Configure a File Task to archive processed files.
• Use the FTP task to upload a CSV file to your server.
• How to create an invoice, send a shipment, and email the client in one automated process.