Interface

Setup > Company Settings - Interface

 

Interface Status

Use these options to control whether or not company and vendor information will be exchanged and in which direction.

• Do not interface - No company/vendor information will be exchanged.
• One way, Sage 300 CRE to Prolog - Accounts Payable vendor records that have been added or modified since the last integration run will be compared to their corresponding company records in Prolog to determine if any new companies should be added to Prolog or if any should be updated.
• One way, Prolog to Sage 300 CRE - Prolog company records that have been added or modified since the last integration run will be compared to their corresponding Accounts Payable vendor records to determine if any new vendors should be added to Accounts Payable or if any should be updated.
• Bi-directional - Same as "One way, Prolog to Sage 300 CRE" plus "One way, Sage 300 CRE to Prolog". In the event that the same company/vendor was modified in both Accounts Payable and Prolog, the Master Database option determines which change will be applied.

Allow override

Check this box if you want the ability to deselect the exchange of companies/vendors when executing integration tasks interactively.

Master Database

If the Interface Status is set to Bi-directional, this setting applies when Integrator discovers that the same company/vendor was modified in both Accounts Payable and Prolog since the last integration run. Select Sage 300 CRE if you want the changes made in Accounts Payable to override any changes made in Prolog. Select Prolog if you want the changes made in Prolog to override any changes made in Accounts Payable.

Actions to perform

Check the boxes in this area to control which types of records will be created or updated. Some options may be disabled depending on the Interface Status.

• Sage 300 CRE - Add new records - Check this box if you want Integrator to add new vendor records to Accounts Payable
• Sage 300 CRE - Update existing records - Check this box if you want Integrator to update existing vendor records in Accounts Payable
• Prolog - Add new records - Check this box if you want Integrator to add new company records to Prolog
• Prolog - Update existing records - Check this box if you want Integrator to update existing company records in Prolog

Retain history of exchanged data

This box is unchecked by default. If checked, a record of each change made to either Accounts Payable vendors or Prolog companies (either adding or updating) is recorded in the Integrator database. This type of history is for diagnostic and troubleshooting purposes only and is only accessible via external database query tools. With this box checked, data will accumulate in history tables causing the Integrator database to grow in size over time.