The Sage200 Training Manual

In this guide

• Step 1 – Create New Integration

  ---

  A startup guide to creating new Sage200 integrations with IMan.

• Step 2 – Excel Read Transform

  ---

  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

  ---

  Performing hierarchy transforms in IMan Sage200 integrations.

• Step 4 – Map Transform

  ---

  You can find Map transforms in IMan Sage200 integrations detailed here.

• Step 5 – Sage200 Customer Import

  ---

  Importing customer information into Sage200 with IMan explained.

• Step 6 – Create Shipment Charges

  ---

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

• Step 7 – Sage200 SOP Import

  ---

  How to import orders into Sage200 in IMan integrations

• Step 8 - Auditing

  ---

  An explanation of IMan's Auditing system in Sage200 integrations

• Step 9 – Order Status Feedback File

  ---

  Creating an Order Status Feedback file in IMan Sage200 integrations

• Step 10 – FTP Upload

  ---

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

• Step 11 – Simple File Archiving

  ---

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

• Step 12 – Advanced File Archiving

  ---

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

• Step 13 – SOP Despatch, Invoicing & Emailing

  ---

  How to create shipments and invoices in IMan Sage200 integrations

• Homework

  ---

  Essential training: advanced and distinct scenario walkthroughs for IMan Sage200 and Sage 300 integrations

Scenario

Order Entry import from web based order system.

Aims

At a top level the aim is to import orders and customers from an Excel file into Sage200. Specifically you will learn:

1. How to setup a file based data source.
2. Sequence multiple transforms together to manipulate data within IMan before it enters its target application.
3. Create some relatively simple expressions using our formula evaluator in the Map, Filter and Aggregate transforms.
4. Setup the Sage200 connectors to import data.
5. Learn how to setup and use IMan’s highly configurable auditing and error handling.
6. 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.
7. Use the FTP and File Task (to archive processed files).

Prerequisites

1. IMan is installed and running.
2. Ensure Sage200 is setup and working with IMan (see Sage200 Connector Setup).
3. If you have not used IMan previously it is highly recommended to consult the Quick Start guide and the integration walkthroughs 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.