Sage Alerts & Workflow Write back into Sage

SOLVED

Looking to have Sage Alerts and Workflow create a PO in Sage 100. It's my understanding that the Sage Alerts Workflow module has collection of API's that can update a database but Sage 100 Providex is difficult to write to and that Sage 100 does not have a REST web service API either. Has anyone used the alerts workflow module for a write back into Sage?

  • +1
    verified answer

    It would only be able to write back into the Premium version which is SQL but not a ProvideX version.   Now the new version of Sage Alerts and Work Flow has been updated a lot so I would get the User Manual for the newer version and see what it says.

  • +1
    verified answer

    You could have SAW export the data needed to create the PO to a delimited file and then trigger a VI import job, this would be the easiest to implement. 

    Next up would be having SAW execute a script file or SAW's scripting feature (think it uses some variant of Visual Basic) that contains the code to create the PO through sage 100's BOI. This will require knowledge of working with the BOI, you can search this forum for examples and search either this forum or the knowledge base for scripting.docx for a good starter doc. There should also be a course on SageU.

  • +1 in reply to David Speck
    verified answer

    Thank you. Found out the request is for Sage 100 Premium so it sounds like that's an advantage. Appreciate the feedback.

  • 0 in reply to dhalpin

    DO NOT attempt to write back via SQL, you will bypass crucial logic only handled by the business objects. You MUST go through VI or the BOI.

  • 0 in reply to David Speck

    Thank you good to know as this is my first encounter learning about this. Really appreciate it!

  • 0 in reply to dhalpin

    Be careful with direct data edits through SQL.  This bypasses all the important Sage business logic implemented through BOI.  I limit direct SQL edits to simple things like UDF field updates.  Creating a PO directly in SQL is not recommended at all.  David's suggestion of a VI job is the safest approach, but you can use a UDT instead of CSV if you prefer.

  • 0 in reply to BigLouie

    The v10 does have actions that can be triggered. You can Create a file, Run Basic Script, Run Program, Submit SQL and even do a web API. So Yes you can write back to sage. I have not tested this yet but I do not see any reason BOI couldn't or use a 3rd party API to Sage. It may, like David mentioned require data to go to a file to use to import with VI or BOI. I am not sure what can be passed to these scripts/tasks.

    v9 had the same output available as well.