Overview

Beanworks and Sage 100 integrate using SmartSync. For the SmartSync pre-integration requirements, please take a look at this article here.

Sage 100 pre-integration checklist

Please review the following steps before your scheduled integration call with your Solutions Consultant.

• You have the System Admin username and password to log into Beanworks.

• You can log into your Sage 100 databases/companies as the Administrator.  

• You can access Beanworks on either Firefox or Chrome when completing the integration steps. 

• You have the correct User Permissions to install SmartSync on your server where Sage 100 is located. If not, please ensure someone with those permissions is available to help.

• You create a Sage 100 user specifically for Beanworks and SmartSync. Please ensure to give full access to the company under User Authorizations.

• In Sage 100 go to “Company Maintenance” -> “Preferences” tab and make sure "Allow External Access" is active.

Create a Role and User within Sage 100 which will be specifically used by SmartSync. Please give the Role access to all the following tasks.  Give the Role to the User that SmartSync will be using to access Sage 100. Make sure to add the same access for each company you will connect.

Accounts Payable

• Inquiry
• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms
• Update/Period End

Common Information

• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms

Custom Office

• Miscellaneous Tasks

General Ledger

• Inquiry
• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms
• Update/Period End

Inventory Management

• Inquiry
• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms
• Update/Period End (for Imported Purchase Orders and Receivings only)

Library Master

• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms

Purchase Order

• Inquiry
• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms
• Update/Period End  (for Imported Purchase Orders and Receivings only)

Return Purchase Authorization (for Imported Purchase Orders and Receivings only) 

• Inquiry
• Maintenance/Data
• Miscellaneous Tasks
• Reports/Forms
• Update/Period End