Configuring MAS90 and Sage100

This page describes how you go about configuring an existing MAS90/Sage100 install to handle importing data from ITrack's GL Entry system.

Stuff you need beforehand

This process assumes you have the following. If you don't, get them first.

• A valid install of ITrack Enterprise
• ITrack Enterprise has already had its GL Entry system set up to match pre-existing GL categories from MAS90
• MAS90 or Sage100 have already been installed and configured for daily use

Configuration

Now that you have those things, here's the steps you need to follow to get things created

1. Get a user account created for ISoft (for creation/configuration/debugging)
   • user name: isoft (or whatever suits your fancy)
   • user pass: generate a random one, lower case letters and numbers, 8-12 characters, and record it in the company's fogbugz case
2. Log in to MAS90/Sage100
3. In Tasks, open (MAS/Sage) ERP->Modules->Visual Integrator->Main and click Import Job Maintenance
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4. Set the Job Name as ISOFT GL IMPORT, and the table name as GL_GeneralJournalHeader, then press accept
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5. On your new job:
   • Set the long description as 'ISoft-created Job for importing GL entries'
   • Set the file type as 'ODBC Data Source' and press the key icon. The name/pass is the login for the database connection
   • Set the data source as 'itrackenterprise', then click the Tables button
     • Scroll through the Tables->Available Tables list until you find v_mas90glsummary, then highlight and add it
     • On the Fields tab, add every field that doesn't start with a *
     • Press Accept
6. Go to the Data tab
7. Remove, add, and edit fields as necessary to make them match this setup:
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8. Press Accept, and then NO when asked to execute the job