User Maintenance

Sage Data Exchange API expects to have passed to it a User and the associated Password for that user. This information is used to restrict what access the user has to the Sage 100 Data. Users are setup by going to Application | Main | User Maintenance. At the least, one user will need to be entered. The field User Type is used to determine what type of user is being used. It has three different types available; Administrator, Customer, and Vendor. It is recommended to first setup an administrator user. This will give the API full access to all companies or vendors. Individual users can be created to have access to a specific Vendor or Customer as needed. These will filter access to the related Vendor or Customer only.

The screen has four primary buttons. There is a directional button that has arrows pointing up, down, left and right. The up arrow will go to the first record in the table. The down arrow will go to the last record in the table. The left arrow will go to the previous record while the right arrow will go to the next record in the table. In the middle is a Plus sign and when that is clicked, the User value can be modified.

Other buttons on the screen are Delete, to delete the current record.

The cancel button which will not save the changes to the current record and will take you back to a blank User Maintenance screen with no User value entered.

The Save button which will save the changes to the current record and will take you back to a blank User Maintenance screen with no User value entered.

There are two buttons on the User Maintenance Screen. One is the Print button that will print a list of all the users entered with their information from the screen.

The other button is to Purge Data transfer. This will clear the table used to sync the data to Sage 100.

When clicked it will prompt to β€œClear GUID table?” When β€œYES” is chosen it will clear the table and allow it to recreate the table with current values. This would be done if the User Type is changed and unexpected results are returned.

The following are the fields available on the User Maintenance Screen.

User

This is a unique name in Sage Data Exchange. It can be changed, if it is needed to be changed.

User Name

This is the full name of the User. It is only used for information purposes.

Email Address

The Email Address can be used as an alternate to the User field for logging into the Sage Data Exchange API. Like the User field, it must be unique between all users in Sage Data Exchange.

Password

The Password can be blank and can be a large as 27 characters. It is required to passed to Sage Data Exchange to login.

User Type

This will determine the type of user that is accessing Sage Data Exchange. There are three types of Users; Administrator, Customer, and Vendor. Based on the type of user, access to the Sage 100 data can be restricted.

Administrator

If Administrator is selected, then access to all records through Sage Data Exchange are available.

Customer

When Customer is selected, new fields will display prompting for the Division Number and the Customer Number. This restricts all data from Sage 100 to only return that of which is related Division and Customer Number shown.

Customer
The Division and Customer number in Sage 100 that is linked to the user. This restricts data to only return this customer's data. Click on the magnify glass to lookup the list of customers.

Contact
The Customer specific contact. Entering a contact here is for informational purpose only and doesn't restrict any data. This is used to link a contact in the system with one that is outside of the system. Click on the magnify glass to lookup the list of contacts related to the customer.

Vendor

When Vendor is selected, new fields will display prompting for the Division Number and the Vendor Number. This restricts all data from Sage 100 to only return that of which is related to the Division and Vendor Number shown.

Vendor
The Division and Vendor Number in Sage 100 that is linked to the user. This restricts data to only return this vendor's data. Click on the magnify glass to lookup the list of vendors.

Contact
The Customer specific contact. Entering a contact here is for informational purpose only and doesn't restrict any data. This is used to link a contact in the system with one that is outside of the system. Click on the magnify glass to lookup the list of contacts related to the vendor.

Status

Used to determine if the user is Active or Inactive. Active users can use Sage Data Exchange. Users that are Inactive are not allowed access to Sage Data Exchange but will remain in the system as a user.