Sage

Description​

This is the Documentation of how the Integration between the Sage and Skills Workflow. This documentation is for Skills Workflow located in the Cloud.

Data Exchange Technology​

Based on Views.

The ERP will be installed locally on a server.

The scope of data exchanged on this integration includes:

From SAGE to Skills Workflow​

• Master data
• Clients
• Suppliers
• VAT
• Currency
• Payment Conditions
• Articles
• Reversal Reasons

From Skills Workflow to SAGE​

• Financial Documents
• Expenses
• Invoices/Bills
• Purchases Orders

Data Exchange (To Skills Workflow)​

This section describes the Data exchanged between systems. Please see the data exchanged.

The data is exchanged with Views available in the system.

• Articles
• Client
• Currency
• Employee
• Expense Item Type
• Payment Condition
• Reversal Reason
• Supplier
• VAT

Articles​

Articles are received by Skills Workflow.

New Articles created in SAGE are automatically created in Skills Workflow. Any change in the Articles data is also synched with Skills Workflow.

Articles Data Exchanged​

Fields that are populated in Skills Workflow are:

• CompanyId
• CompanyCode
• Active
• Name
• ExternalId
• InternalService
• VatDeductiblePercentage

Data Exchange (OutBound)​

This section describes the Data exchanged between systems. Please see the data exchanged.

The data is exchanged with Views available in the system.

• Bill Item
• Client Credit Note Item
• Expense Item
• Purchase Order Item
• Supplier Invoice Item
• Supplier Note Item Reason

Supplier Note Item​

Supplier Note Items are sent by Skills Workflow.

• New Supplier Noye Items created in Skills Workflow are automatically created in SAGE.
• Any change in the Supplier Note Items data is also synched with SAGE.

Supplier Note Data Exchanged​

The fields that will be populated into SAGE:

• Oid
• Name
• SupplierNoteId
• CompanyId
• Emission
• Due
• Supplier
• OtherCreditor
• Currency
• Exchange
• TotalValue
• PaymentCondition
• SupplierNoteItemId
• CommercialClientName
• ProjectId
• ProjectBillingClient
• ProjectBeginDate
• ProjectEndDate
• ProjectNumber
• ProjectName
• ProjectSequence
• ProjectYear
• ContractNumber
• ContractName
• ContractSequence
• ContractYear
• Article
• Description
• ValueWithoutVat
• VatValue
• Vat
• VatPercentage
• ValueWithVat
• ExternalId
• External
• ExternalItemId
• LineNumber
• CostCenter
• SAGEDocumentType
• SupplierNoteItemOrder
• WorkflowStateId
• PreviousWorkflowStateId
• KeepOnError

Conclusion​

The contents of this document create the foundation for data and process communication methodology between Skills Workflow and Agencies. The current known data and process transfers are contained in this document but more may be created as additional data and process needs are discovered.

‍