Account Creation and Promotion
Note: It is mandatory to synchronize required entities (such as Category, Currency, Language, Payment Terms, and Tax Rules) before promoting a Customer to Sage 100.
Click on the Accounts tab, click the New button (top right), fill in all the required details and then Save.
Click the Promote Customer button to promote the Account in Sage (this navigates to a screen for selecting the integration or it will display the default integration if one has been set).
Promote Customer Details
Integration | Specify the configured Integration name if the default integration is not set or selected by default |
Category | Specify the default category to be used for the customer based on your business scenario |
Tax Group | Specify the default Tax Group to be used for the customer based on your business scenario. |
Customer No | Specify the non-existing Customer Number to be used for the customer record |
Navigate to the ERP Addresses and Fields tab to view the promoted customer details (once an account gets promoted the Integration key and External UID will be generated).
To verify if an Customer is promoted, click the Customer No. link or ERP Customer Details button and it will display the real-time details (or you can log in to the Sage System and check for the specific record).
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