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Accounts
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Written by Training
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Overview

The integration of Accounts between Sage 50 UKI and Sage Sales Management (SSM) enables synchronisation of company records across both platforms, ensuring consistency and data alignment.

Key considerations include:

  • Use of a unique identifier (Company Code) to match records

  • Read-only behaviour for records coming from Sage 50 UKI

  • Unidirectional deletion policy

  • Creation of customers from SSM when status is set to "Client"

  • Logic for user assignment in the absence of user allocation in Sage 50 UKI

  • Synchronisation of the Sales Representative field


Company Code

Each company record in Sage 50 UKI includes a unique identifier known as the Company Code.
This same code is used within Sage Sales Management (SSM) to ensure consistent matching between systems.


Read-Only Mode

Accounts originating from Sage 50 UKI are marked as read-only in SSM.
This restriction prevents any changes made in SSM from being pushed back to Sage 50 UKI, ensuring data integrity.


Deletion Policy

Deletion is handled unidirectionally:

  • If a company is deleted in Sage 50 UKI, it will be marked as deleted in SSM.

  • If a company is deleted in SSM, this action is not propagated to Sage 50 UKI.


Customer Creation from SSM

When a new company is created in SSM with the status "Client", the following occurs:

  • The company is integrated into Sage 50 UKI as a Customer.

  • After the initial sync, the record becomes read-only in SSM.

This ensures a clean handoff and consistency between systems.


User Assignment in Sage Sales Management

As Sage 50 UKI does not support user assignment for companies, SSM applies the following rule:

  • Upon creation, if the Sales Representative ID is empty, the company is assigned to the admin user.

  • To preserve accountability, reassignment to a supervisor is avoided.
    This ensures that the original creator retains access and responsibility for the record.


Sales Representative Field

When a company is created in SSM with the status “Client”, the system:

  • Takes the full name of the assigned Sales Representative.

  • Inserts it into the SALES_REP field in Sage 50 UKI.

This maintains visibility of the commercial owner across both systems.


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