The Sage 300 Training Manual

In this guide

• Step 1 – Create New Integration

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  Creating a new Sage 300 integration in IMan

• Step 2 – Excel Read Transform

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  Setting up a reader transform to read data from an Excel file

• Step 3 – Hierarchy Transform

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  Using the Hierarchy transform to build orders from flat rows

• Step 4 – Map Transform

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  Deriving the customer name and contact fields with formulas, and looking up a customer number or generating one

• Step 5 – Sage 300 Customer Import

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  Importing customers into Sage 300

• Step 6 – Create Shipment Charges

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  Using the Map, Aggregate and Filter transforms to create shipment charges

• Step 7 – Sage 300 Order Import

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  Importing orders into Sage 300

• Step 8 – Auditing

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  Setting up IMan's auditing and error handling

• Step 9 – Order Status Feedback File

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  Creating an order status feedback file

• Step 10 – FTP Upload

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  Uploading the order status file to an FTP or SFTP server with the FTP task

• 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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  Using the File Task to move only the files that were processed

• Step 13 – O/E Shipment, Invoicing & Emailing

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  Extending the order import integration to ship and invoice each order, then print each invoice to PDF and email it

• Homework

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  Further walkthroughs for Sage 200 and Sage 300 integrations

Scenario

The training builds an order import from a web-commerce application. In a real integration the data source would be XML. The training uses an Excel data source instead to keep the integration simple.

Prerequisites

1. IMan is installed and running.
2. Sage 300 is set up and working with IMan (see IMan 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 the steps in order. Some steps catch you out later if you miss one or get something wrong.

Estimated Time

The initial training takes about a day to work through on your own. The homework steps follow, and you can do them after you complete the initial training.

Aims

The aim is to import orders and customers from an Excel file into Sage 300.

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.
• Write simple expressions with IMan's formula evaluator in the Map, Filter and Aggregate transforms.
• Set up the Sage 300 connectors to import data.
• Set up and use IMan’s auditing and error handling.
• Use the writer transforms to export data from any application to a variety of file formats. The training creates 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.
• Ship an order, invoice it and email the invoice to the customer in one automated process.