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Sage 50 Field Mapping for Invoices

Overview
This Page shows the process and the information the Sage link takes from the WBS database and uses to create an invoice into Sage 50

​ Process
1. Sales Order created in WBS -Click here for more information
​
2. Sales order dispatched in WBS and WBS produces a Delivery note and an invoice. Click here for more information

​3. Sales Invoices can be sent to Sage 50 by clicking the link "Post to Sage" Note once the invoice has been sent to Sage it cant be changed. Click here for more information
​
Below is the detail regarding which fields are sent to Sage from WBS Sales Invoice. It is possible to further configure this process to cover bespoke requirements. 

​Detail
Each Invoice is divided into two parts a header which hold details about the Customer and the detail part that holds all the items they have had delivered, 

Invoice Header Section
Mandatory fields in RED

WBS column
Sage Field
Notes
Value
Sage Inv
Generated Automatically in Sage if not mapped to wbs. If it is mapped to WBS then make sure WBS is in change of ALL invoice numbers
Customer Code..
Account Ref
Used to select the customer in Sage​
Sales Order Number..
Order Number
Value
User created Invoice Date.. 
Invoice Date
Invoice Type..
Invoice Type Code
For example Product invoice or Credit .. 
​Full List of types of invoice 
Order Number ..
Cust order Number
Delivery Note number..
Consignment Reference
Generated in WBS
Invoice Detailed section
Mandatory fields in RED

WBS column
Sage Field
Notes
Stock code to Sage..
Stock Code
Invoice will be sent as a service item
Description to Print.. 
Description
Allows user to enter just text in WBS
Qty Dispatched..
Qty Ordered
The is the quantity on the invoice
Service Text..
Text
General text that appears in sage on the text field
Unit of sale..
Unit of Sale
Value
Unit Price..
Unit Price
Comment 1..
Comment 1
Note WBS can combine text from various columns such as Customer order number + ordered by for example into any Sage comment column but this hast to set up by development  
Comment 2..
Comment 2
Value
Nominal Code..
Nominal Code
Nominal codes must be set up in Sage first
Qty Dispatched..
Qty Ordered
This data is automatically sent to Sage 50 when the user sends  invoice to Sage. 
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