Creating a Sage 100 Contractor Vendor from an ACT! Company

To create a vendor in Sage 100 Contractor from an ACT! company

1

In the ACT! Company record, select the Sage 100 Contractor tab.

2

Click the [Create vendor...] button.

Notes:

• If the Create vendor... button is not visible, click and drag the splitter bar (located above the tabs) until you see the button.
• If more than one company is enabled in the Company Settings window, click to enable the correct one.

3

(Required) Select the Vendor type.

4

Enter a Vendor ID, or leave blank to automatically assign a Vendor ID number.

5

If necessary, change the ACT! company name in the Vendor name field.

6

If necessary, change the ACT! company name in the Vendor short name field.

7

Click [OK].

Once the vendor is created in Sage 100 Contractor, ACT! keeps track of that vendor to prevent the same vendor from being created twice in the same company.

The fields associated with the ACT! company are written to the appropriate vendor record in Sage 100 Contractor.

The contacts associated with the ACT! company are written to the appropriate vendor record in Sage 100 Contractor.

When an ACT! Company is opened in Detail View, the tab row at the bottom contains a Sage 100 Contractor tab. This tab contains a list of current Sage 100 Contractor entities for this company.

Note: This information only appears after the creation of the vendor and remains until the association is removed.

Associations in Sage 100 Contractor: