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

WBS column	Sage Field	Notes
Value	Sage Inv	Generated Automatically
Customer Code	Account Ref	Used to select the customer in Sage​
Sales Order Number	Order Number
User created Date	Invoice Date
Invoice Type	Invoice Type	For example Product invoice or Credit
Order Number
Delivery Note number	Consignment Reference	Generated in WBS

Invoice Detailed section

WBS column	Sage Field	Notes
Product Code	Stock Code	Invoice will be sent as a service item
Service Text	Description	Allows user to enter just text in WBS
Qty Dispatched	Qty Ordered	The is the quantity on the invoice
Text	Text	General text that appears in sage on the text field
Unit of sale	Unit of Sale
Unit Price	Unit Price
Comment 1	Comment 1
Comment 2	Comment 2
Nominal Code	Nominal Code	Nominal codes must be set up in Sage first

This data is automatically sent to Sage 50 when the user sends  invoice to Sage