Application Setup

In order for Sage Data Exchange to work it needs to know where the Sage 100 data files are located. This panel is where the path to Sage 100 exists. To access the Application Setup go to Sage Data Exchange | Setup | Application Setup. The path to Sage 100 is required before Sage Data Exchange will work with Sage 100.

The Cancel button will cancel all changes and close the Application Setup program.
The Save button will save changes and close the Application Setup program.

Buttons

There are three buttons on the User Maintenance Screen.

The Print button will print the setup information.
The Purge button will clear the table used to transfer data to Sage 100. When clicked it will prompt to “Clear the Data Transfer table?”
When YES is chosen it will clear the table and allow it to recreate the table with current values. This would be done if the path, user or default company is changed and unexpected results are returned. Clicking No will return to the Application Setup screen.
The PVX Plus Web Service button is a drop-list button. Clicking the button itself launches the SDE Web Service. Clicking the drop-list arrow reveals the three selections to the right.
The first, Launch Web Service, is the same as pressing the button.
Configure Web Service launches the PVX Plus Web Configurations program. Add / Remove Windows Service checks to see if the SDE Web Service is installed as a Windows Service. If it's not installed, a prompt asks if you want to add it. If it's not installed, a prompt asks if you want to remove it.

Fields

The following are the fields available on the Application Setup Screen.

Sage 100 ERP Path

Enter here the path to the Sage 100 system. It can be UNC or use a drive letter. Click on the browse (folder icon) button to navigate to the folder and click OK when done or enter the path manually.

Sage User

Enter the Sage user login that will be used to communicate to Sage 100. This user will need to have permissions in Sage 100 for the functions that will be used by Sage Data Exchange. Use Role Maintenance in Sage 100 to set the appropriate permissions.

Password

Enter the password for the Sage User that is indicated. If the Sage User and Password is correct, the system will display a check box to the right. Otherwise, if the user and password is incorrect, path to Sage 100 is incorrect, or the permissions to Sage 100 are wrong, a warning icon will display.

Default Sage Company

The JSON or XML document posted to Sage Data Exchange can include the Sage 100 Company Code, but it is not required. If Company Code is not included, it will default to the Company Code set in User Maintenance. If the Company Code is not set in User Maintenance, the Company Code in Application Setup is used. If the Company Code is not provided anywhere, the post will fail.