- By default, ConnectIt understands the Supplier address information to be stored and maintained in QuoteWerks. When creating Purchase Order documents in Sage, ConnectIt will use the Supplier address information that is in the QuoteWerks Vendors database. If, however, your Supplier address information is stored and maintained in Sage, then tick the Supplier Address information is maintained in Sage not QuoteWerks option. ConnectIt will then use the Supplier address information from Sage.
- If you have the Sage Supplier Account Reference within the QuoteWerks Vendor information, then tick the Sage Supplier Account Reference is in QuoteWerks box. Ticking the Sage Supplier Account Reference is in QuoteWerks box enables the Account Reference field dropdown; select the appropriate custom field where the Sage Supplier Account Reference is held. Note: If, when transferring a document from QuoteWerks to Sage, the selected Account Reference field is blank or the account number detailed in the field cannot be found, the user will be prompted as to whether ConnectIt should perform searches on the Company Name in an attempt to find an account reference.
- The # characters to use in Supplier ‘n’ character Find defines how many characters from the start of the Company Name in QuoteWerks that ConnectIt will use in trying to find an a match. Setting this value to the maximum 30 turns the 'n' character search off. Note: For more details on how ConnectIt attempts to match the QuoteWerks Company Name to a Sage Account Reference, please refer to the ConnectIt online Knowledgebase.
- Click the Save button to retain the settings on the Suppliers tab.
|
