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 |
Data Type |
Notes |
|
ID |
N/A |
N/A |
int |
Used internally and not uploaded to Sage |
|
AccountRef |
Customer A/C Ref |
Customer Record - Account Details |
nvarchar(8) |
The key field for this tab. This will be the A/C or account ref for the customer after it's uploaded. If it already exists in Sage the customer will be updated. |
|
Ref |
Project Ref |
Project Record - Project Details |
nvarchar(12) |
|
|
Name |
Name |
Project Record - Project Details |
nvarchar(255) |
|
|
Description |
Description |
Project Record - Project Details |
nvarchar(255) |
|
|
PriceQuoted |
Price Quoted |
Project Record - Analysis Tab - Revenue Totals |
decimal(18, 2) |
|
|
TotalBudget |
Total Budget |
Project Record - Analysis Tab - Budget Totals |
decimal(18, 2) |
|
|
OrderNumber |
Order Number |
Project Record - Customer Details |
nvarchar(30) |
|
|
StartDate |
|
Project Record - Project Details |
datetime |
|
|
EndDate |
|
Project Record - Project Details |
datetime |
|
|
Add1 |
Street1 |
Project Record - Site Details |
nvarchar(60) |
|
|
Add2 |
Street2 |
Project Record - Site Details |
nvarchar(60) |
|
|
Add3 |
Town |
Project Record - Site Details |
nvarchar(60) |
|
|
Add4 |
County |
Project Record - Site Details |
nvarchar(60) |
|
|
Add5 |
Postcode |
Project Record - Site Details |
nvarchar(60) |
|
|
ContactName |
Contact Name |
Project Record - Site Details |
nvarchar(30) |
|
|
|
|
Project Record - Site Details |
nvarchar(255) |
|
|
Telephone |
Telephone |
Project Record - Site Details |
nvarchar(30) |
|
|
Fax |
Fax |
Project Record - Site Details |
nvarchar(30) |
|
|
Analysis1 |
Analysis1 |
Project Record - Analysis Types |
nvarchar(30) |
|
|
Analysis2 |
Analysis2 |
Project Record - Analysis Types |
nvarchar(30) |
|
|
Analysis3 |
Analysis3 |
Project Record - Analysis Types |
nvarchar(30) |
|
|
Status |
N/A |
N/A |
nvarchar(8) |
Used internally and not uploaded to Sage. Set to 'New', 'Error' or 'Sent' normally |
Script to create the table...
CREATE TABLE [dbo].[Projects](
[ID] [int] IDENTITY(1,1) NOT NULL,
[AccountRef] [nvarchar](8) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Ref] [nvarchar](8) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Name] [nvarchar](255) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Description] [nvarchar](255) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[PriceQuoted] [decimal](18, 2) NULL,
[TotalBudget] [decimal](18, 2) NULL,
[OrderNumber] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[StartDate] [datetime] NULL,
[EndDate] [datetime] NULL,
[Add1] [nvarchar](60) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Add2] [nvarchar](60) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Add3] [nvarchar](60) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Add4] [nvarchar](60) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Add5] [nvarchar](60) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[ContactName] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Email] [nvarchar](255) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Telephone] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Fax] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Analysis1] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Analysis2] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Analysis3] [nvarchar](30) COLLATE SQL_Latin1_General_CP1_CI_AS NULL,
[Status] [nvarchar](8) COLLATE SQL_Latin1_General_CP1_CI_AS NULL CONSTRAINT [DF_Projects_Status] DEFAULT (N'New'),
CONSTRAINT [PK_Projects] PRIMARY KEY CLUSTERED
(
[ID] ASC
)WITH (IGNORE_DUP_KEY = OFF) ON [PRIMARY]
) ON [PRIMARY]