1. By default, ConnectIt-MAS90 uses the Manufacturer Part Number field in QuoteWerks to match with the product code in Sage MAS when creating Purchase Documents. If you would prefer ConnectIt-MAS90 to use a different field in QuoteWerks, click the drop down list box to select an alternative.
2. By default, ConnectIt-MAS90 uses the Description field in QuoteWerks for the Description and Comment when creating Purchase Documents. If you would prefer ConnectIt-MAS90 to use a different field(s) in QuoteWerks, click the drop down list box to select an alternative.
3. By default, ConnectIt-MAS90 transfers all Product/Service lines from QuoteWerks into Sage MAS. If you would prefer Line Items that have a zero Quantity or Price to not be transferred when creating Purchase Documents, tick the relevant box.
4. By default, ConnectIt-MAS90 uses the buying (cost) prices set in the QuoteWerks Document being transferred. To use buying (cost) prices from Sage MAS, tick the Override Buying Price option. This will enable the Override Buying Price dropdown where the Standard, Average or Last Unit Cost can be chosen to be used.
Note: overriding the QuoteWerks Cost Price with that in Sage MAS will also override whether the Product/Service is flagged as taxable on the Sage MAS document.
Note: the Sage MAS Cost Price and taxable flags are not bought back into QuoteWerks; this may mean differences between the QuoteWerks and Sage MAS document totals.
5. Click the Save button to retain the settings on the Products | Purchase Documents tab.
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