Account / Company Code

This Sage50 UKI field serves as the unique identifier for each record, and the same company code is used in ForceManager to ensure consistent criteria.

Read-Only Mode

Accounts coming from Sage50 UKI to FM should be marked as read-only to prevent edits in FM from syncing back to Sage50 UKI.

Deletion Policy

Deletions are not propagated from FM to Sage50 UKI. If a record is deleted in Sage50 UKI, it will be marked as deleted in FM.

Customer Creation in FM

When a company is created in FM with the status value “Client”, it will be integrated into Sage50 UKI as a Customer. Once synced back to FM, the record will be read-only.

User Assignment

In Sage50 UKI, it is not possible to assign companies to specific users. Therefore, in ForceManager, companies are assigned to the admin user only at the time of creation if the Sales Representative user ID is null. To ensure that the original creator retains visibility of the company in ForceManager, constant reassignment to the supervisor is avoided. This approach maintains clarity and accountability for the user who initially created the company record.

Sales Representative Field

When creating a company in FM with the status “Client”, the Sales Representative’s full name is concatenated and inserted into the Sage50 UKI SALES_REP field.

Two-way Sync

Contacts can be created in both platforms and will sync bidirectionally.

Editing Contacts

Modifications made to contacts in either platform will be reflected in the other (bidirectional sync).

Deletion Policy

Deletions are not propagated from FM to Sage50 UKI. If a contact is deleted in Sage50 UKI , it will be marked as deleted in FM.

Contact Filtering

In the integration between ForceManager and Sage50 UK, only records identified as contact addresses in Sage50 UKI are integrated into ForceManager as contacts. Similarly, contact records created in ForceManager will be synced back to Sage50 UK.

Stock Item Types

For products where stock does not apply, the field will display a dash.

Product Images

Product images are integrated using the images present in Sage.

Deletion Policy

Deletions are not propagated from FM to Sage50 UKI. However, if a product is deleted in Sage, it will then be marked as deleted in FM.

Inactive Products

If a product is set as inactive in Sage50 UKI, it will be shown as not available in FM.

Draft Status

The Quotation must be in draft status to be synchronised.

Synchronisation

Synchronise without waiting for the automatic cycle by setting to yes in the Final Synchronization field.

On-Demand Mass Update

A table can be created in the database to request a mass update of records, allowing the integration of changes or new fields in future versions.

Creating and Editing Quotations

Each time a Quotation is created or edited in Sage50 UKI Accounts, the record will sync to FM to create or edit the corresponding Quotation.

Record Deletion

If a record is deleted in Sage50 UKI, the Quotation will be marked as deleted in FM (records are never deleted from FM to Sage50 UKI).

Editing Quotations

Once a Quotation created in FM is synced with Sag50 UKI, any edits made in Sage50 UKI (adding or modifying lines) will also be reflected in the FM Quotation.

Creating a Quotation

The user creates a Quotation in FM, which by default will be in draft status and of type "Quotation". Both the sale record type and status fields are read-only.

Synchronisation Frequency

The Sage50 UKI Quotation sync runs every 30 minutes.

Price Calculation and Status

The integration syncs the Quotation and calculates the prices for the lines, adding the draft status as a header.

Unlike other integrations, the record can be edited in FM as long as it is in draft status.

Synchronisation Message

After synchronisation, the following text will appear in the internal comments:

"Quotation synchronized! The Quotation has been synchronized in Sage50 UKI Accounts. If you want to mark it as the final Quotation, you can do so by editing and setting the value to YES in the Final Synchronization with Sage field. At this point, the Quotation will be set as Read Only in ForceManager."

Final Synchronisation

Once the user has the final version, they will change the Quotation status to "Pending final sync" and must synchronise it definitively with Sage.

Upon saving, the Quotation will become read-only in FM. The integration that runs every 30 minutes will update Sage50 UKI.

Field Updates

Once synced with Sage50 UKI, the Quotation in ForceManager will update the following fields:

-The status will update to "Synchronized", adding the Sage50 UKI Quotation ID.

-The internal comments of the Quotation will show:

"Success! The final Quotation has been successfully updated in Sage 50 UKI Accounts and from now on you can continue managing it from there."

Creation and Editing of Invoices

Each time an invoice is created or edited in Sage50 UKI Accounts, the record will be synced to FM to create or update the corresponding invoice.

Deletion of Invoices

If a record is deleted in Sage50 UKI, the invoice will be marked as deleted in FM.

Synchronisation Status

When a record is synchronised, it will be marked as synchronised in FM.

Invoice ID Visibility

ForceManager will create a field to display the Sage50 UKI Invoice ID, ensuring that the invoice reference is clearly visible within FM.