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
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,
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.