Sage 100 ERP (MAS 90/200) Bridge Settings

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Sage 100 ERP (MAS 90/200) Bridge Settings

The vault "bridge"  connects the pVault® system to a single Sage 100 ERP data folder. The bridge provides all of the data look-ups and exporting features needed to run the pVault® system. A vault can only be bridged to one Sage 100 ERP data folder. To bridge multiple data folders to pVault®, additional vault license codes must be purchased.

 

1.From the ribbon toolbar, click Administration.

2.Click Vaults, VaultsButton.
 
The Vaults window similar to the following displays:
 
Vaultswindow-mh
 

3.Click to highlight the vault associated with Sage 100 ERP.

4.Click Edit Vault.
 
The Vault Properties window displays with the General tab active:
 
VaultPropertiesSage100ERP-mh
 

5.Click the Bridge tab.
 
The window similar to the following displays:
 
VaultPropertiesBridgetabSageERPMAS90-mh

 

6.In the Bridge Type field, from the dropdown select Construction.
 
Note: None is the Bridge Type field default.

 

7.In the Bridge Product field, from the dropdown select MAS90.

8.In the DSN field, type SOTAMAS90.
 
Note:  pVault® requires the SOTAMAS90 ODBC DSN (Data Source Name) to connect to Sage 100 ERP data. Make sure it is installed.

 

9.In the Data Folder, click Browse to search and select the data folder for the Sage 100 ERP company.
 
Important:  Make sure to include the company name folder in the path selection.

 

10. Click Login Info.
 
The User Login window displays:
 
UserLoginforComputerEase-mh

 

11. In the User Name field, enter a Sage 100 ERP user name for an individual with full rights to the Sage 100 ERP database.
 
Note:  This will be the central "behinds the scenes" user to access all information for data look-up as well as posting transactions back to the Sage 100 ERP database. Entering a user without full rights will cause errors in some areas of the program.

 

12. In the Password field, type the password of the Sage 100 ERP user entered in the User Name field.

13. Click to check the Use as Server Default check box. This saves the user name and password for use by pVault® to access data.

14. Click OK to verify the connection information and save it.
 
The following dialog box should display to confirm the Bridge tab is now active:
 
ConnectionSuccessfulBridgedialog-mh

 

15. Click OK.

16. Click Add Bridge to add the company name to the Bridged Company field.

17. Click Advanced.
 
The Advanced Bridge Configuration window displays.
 
Note:  This grid contains settings that impact the vault data behavior.
 
AdvancedBridgeConfigurationwindow-mh

 

18. For information on the Bridged Accounting System Cache, click here.

19. In the Employee Lookups - Display SSN Value field, use the dropdown.
 
This advanced configuration determines whether or not an employee look-up should display the employee's Social Security number.
Company privacy rules determine how this feature should be set up.
 
True means Social Security numbers will display during an employee look-up.
False means Social Security numbers will not display during an employee look-up. This is the default.

 

20. Use the dropdown in the Value field to select True, if appropriate.

21. In the Value column for the Enable DAL Logging, select between False and True.
 
False is the default for performance reasons.
Change the Value to True when troubleshooting data issues onsite and working a support call with a Paperless Environments employee.
 

22. Click OK.