Projects
Every Ref is a new Project in Sage, this can be assigned to a Customer Account or not. From version 2021.02.1 Projects can be updated if they already exist based on the Ref field.
The Configuration tab allows you to chose to overwrite or ignore blank fields.
Field Mapping (mandatory fields in RED)
|
E2S Field |
SAGE Field |
Location within Sage |
Length |
Notes |
|
AccountRef |
Customer A/C Ref |
Customer Record - Account Details |
8 |
|
|
Ref |
Project Ref |
Project Record - Project Details |
12 |
|
|
Name |
Name |
Project Record - Project Details |
255 |
|
|
Description |
Description |
Project Record - Project Details |
255 |
|
|
PriceQuoted |
Price Quoted |
Project Record - Analysis Tab - Revenue Totals |
8 |
|
|
TotalBudget |
Total Budget |
Project Record - Analysis Tab - Budget Totals |
8 |
|
|
OrderNumber |
Order Number |
Project Record - Customer Details |
30 |
|
|
StartDate |
|
Project Record - Project Details |
10 |
|
|
EndDate |
|
Project Record - Project Details |
10 |
|
|
Add1 |
Street1 |
Project Record - Site Details |
60 |
|
|
Add2 |
Street2 |
Project Record - Site Details |
60 |
|
|
Add3 |
Town |
Project Record - Site Details |
60 |
|
|
Add4 |
County |
Project Record - Site Details |
60 |
|
|
Add5 |
Postcode |
Project Record - Site Details |
60 |
|
|
ContactName |
Contact Name |
Project Record - Site Details |
30 |
|
|
|
|
Project Record - Site Details |
255 |
|
|
Telephone |
Telephone |
Project Record - Site Details |
30 |
|
|
Fax |
Fax |
Project Record - Site Details |
30 |
|
|
Analysis1 |
Analysis1 |
Project Record - Analysis Types |
30 |
|
|
Analysis2 |
Analysis2 |
Project Record - Analysis Types |
30 |
|
|
Analysis3 |
Analysis3 |
Project Record - Analysis Types |
30 |
|