Transaction Postings

CREATION

Create messages are sent to Sage when a new customer is created in Vision Commerce in the ‘Customer Maintenance’ window.  This posting updates Sage with the new customer information.

The first time a customer is set up in Vision Commerce, a posting will be made to Sage as a ‘Customer CREATE’ message.  It is therefore important that all customers are first set up in Vision Commerce, for Sage to be automatically updated.

EDIT

Edit messages are sent to Sage when an existing customer is edited in Vision Commerce in the ‘Customer Maintenance’ window.  This posting updates Sage with the updated customer information.

For a full list of the information passed from Vision Commerce to Sage when a Customer is edited or created see Customer Fields passed from Vision Commerce to Sage

CREATE

Create messages are sent to Sage when a new supplier is created in Vision Commerce in the ‘Supplier Maintenance’ window.  This posting updates Sage with the new supplier information.

The first time a supplier is set up in Vision Commerce, a posting will be made to Sage as a ‘Supplier CREATE’ message.  It is therefore important that all suppliers are first set up in Vision Commerce, for Sage to be automatically updated.

EDIT

Edit messages are sent to Sage when an existing supplier is edited in Vision Commerce in the ‘Supplier Maintenance’ window.  This posting updates Sage with the updated supplier information.

Sales Invoice & Sales Credit postings are generated from the ‘Invoice Sales Order’ window in Vision Commerce which is available under the ‘Sales Orders’ menu.

Invoices / Credit Notes are selected in this window, when either the ‘Invoice Selected’ or ‘Invoice All’ buttons are clicked at this point the postings to Sage are generated.

The invoices/credit notes will be available to view in the Customer Activity & Financials almost immediately.

Purchase Invoice & Purchase Credit Note postings are generated from the ‘Purchase Order’ window in Vision Commerce. 

When any order lines are invoiced or credited under the ‘Invoicing’ or ‘Credit Notes’ tab and the save button is clicked, a ‘P.O.P Vat Analysis’ window is opened. The purchase invoice/credit note information is then entered by the user, and the ‘Process’ button is clicked. It is at this point that the posting to Sage is generated.

The invoices/credit notes will be available to view in the Supplier Activity & Financials almost immediately.