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1. Company setup

Inter-Company Processing: Sage300 Inter-company Processing Automation (SAMACCINTCOEXP & SAMACCINTCOIMP)

Two integrations (2. Purchase Order & 3. Shipment to Receipt) demonstrate how IMan can be used to automate inter-company purchase, sales order and shipment processing.

This page will take you through the setup necessary to have the samples work correctly.

As this is a more complex scenario, some setup is required before the sample integrations can process successfully. To setup the companies, customers and vendors correctly, follow the steps below before moving on to explore the samples.

Database Connection Setup

To extract inter-company purchase orders from the SAMLTD company and to extract the shipments from the SAMINC database the two integrations query the Sage300 databases directly.

Updating the Sage300 database manually is only permissible in certain scenarios where there would be no substantive impact on data integrity.

The databases are also updated directly using the Sage300 database writers to toggle the export optional field (see below) to the transactions processed status.

To ensure the Read & Write operations succeed, the Database Connections for both SAMINC and SAMLTD must have been setup (see Setting System Connectors).

Sage300 Setup

In order to use these two integrations you must have both SAMINC & SAMLTD companies setup on your Sage300 installation.

SAMLTD Setup

Optional Field Setup

  1. Create a Yes/No Optional field titled EXPORTED.

  1. Assign the optional field to the P/O Purchase Orders:
  • Value Set
    • Yes
  • Default Value
    • No
  • Required
    • No
  • Auto Insert
    • Yes

Vendor Setup

  1. Create an A/P Vendor with the ID ‘SAMINT’ as shown below. This vendor will be used for any intercompany purchases. The query used to extract purchase orders will filter based on this Vendor.

SAMINC Setup

Optional field Setup

  1. Create a Yes/No Optional field titled EXPORTED, as above.
  1. Assign the optional field to the O/E Shipments:
  • Value Set
    • Yes
  • Default Value
    • No
  • Required
    • No
  • Auto Insert
    • Yes

  1. Create an Integer Optional Field titled POLINE.

  1. Assign the POLINE optional field to O/E Order Details as per the following:
  • Value Set
    • Yes
  • Default Value
    • 0
  • Required
    • No
  • Auto Insert
    • Yes

IMan setup Screenshot

  1. Assign the same optional field to O/E Shipment Details as per the following:
  • Value Set
    • Yes
  • Default Value
    • 0
  • Required
    • No
  • Auto Insert
    • Yes

Customer Setup

  1. Create an A/R Customer in SAMINC with the ID SAMINT. Similar to the intercompany vendor created in SAMLTD, this customer will be used for intercompany sales.