Points of Integration

There are many Sage Evolution resources available. However not all resources are part of the Ostendo – Sage Evolution integration. The affected resources are as follows:

 

1.

Vendor & Client tables - these hold Supplier and Customer information. Any addition or change in Supplier/Customer master records in Ostendo will be reflected in Sage Evolution.

 

Evolution’s CLIENT table has a mandatory ACCOUNT field of 20 characters and a NAME field of 50 characters. If you are exporting new Ostendo Customers to Evolution, then the ACCOUNT value for Customers with name less than or equal to 20 characters will be the same as the customer name.

For names greater than 20 characters, we will use the first 17 characters concatenated with a 3 digit number to create a unique ACCOUNT value.

 

Evolution has 5 address lines while Ostendo has 3 address lines plus City, State, and Country. For this integration, we will adopt the following convention:

Ostendo address line 1 goes to Evolution address line 1

Ostendo address lines 2 & 3 goes to Evolution address line 2

Ostendo City goes to Evolution address line 3

Ostendo State goes to Evolution address line 4

Ostendo Country goes to Evolution address line 5

 

CustomerType/SupplierType in Ostendo must match the Group Description in Evolution Accounts Receivables and Accounts Payables. If no match is found during importing or exporting, the default value will be used.

 

RegionCodes in Ostendo must match the Areas Description in Evolution. If no match is found during importing or exporting, the Region code will be blank.

The ExternalCreditTerm in CreditTerms table in Ostendo must match the Code in the AR or AP Ageing Periods in Evolution. If no match is found, default terms will be used. 

 

 

       

 

Please note that Ageing Periods in Evolution are set in both Accounts Receivable and Accounts Payable whereas there is only one Credit Terms table in Ostendo for both Customers and Suppliers.

 

 

2.

PostAR table - all sales invoices/creditnotes, payments are posted to this resource in Evolution

3.

PostAP table - all purchase invoices/creditnotes are posted to this resource in Evolution.

4.

PostGL table - all journals are posted to this resource in Evolution

 

       Journal Types

       The following Journal transaction types need to be set up in Sage Evolution:

a.

       INVCOSTS                -        Invoice Costs

b.

       JOBISSUES                -        Job Issues

c.

       ASSYISSUES                -        Assembly Issues

d.

       PORECEIPT                -        Purchase Receipt

e.

       JNL                        -        Other Journals (Customer Payment, Customer Deposit, Apply Payment, Payment Charge)

       

                               

 

All financial transactions generated in Ostendo will be summarised into the following tables and posted to Transaction/Payment tables in Evolution:

 

a.

JOURNALHEADER

b.

JOURNALLINES

c.

JOURNALINVHEADER

d.

JOURNALINVLINES

 

Changes to Customer Master and Supplier Master record will create transactions in FINANCIALCUSTOMERS and FINANCIALSUPPLIERS tables respectively and posted to Evolution.

 

 

Payment Types – EXTERNALLEDGERTYPES table

 

This Ostendo table is required to be populated with Payment Types defined in Evolution’s Accounts Receivable module. This includes payments and refunds that are to be processed in Ostendo.