Invoice Sync: Setup Sage 300 CRE with ADC

Once you have Invoice Sync installed, use the following steps to complete setup.

Configuring Sage 300 CRE with ADC

Clicking the  Config menu (shown below) then choosing  Setup ADC Sage 300 CRE will bring up the Config ADC Sage 300 CRE window.

In the window below, you will provide the DBID, which  is used to find the appropriate AP invoices coming from Sage 300 (your ERP) to match to the invoice images extracted from Sage 300. Once you enter your Sage 300 SQL server information you would click the Login & Validate Button. This will unlock the SageDB dropdown on the bottom allowing you to select your server for Sage 300 CRE. Once you have all entries completed click the ADC Sage 300 CRE to Configuration button at the bottom to add the new sync.

It is critical that you are  logged in as the service account user that will be used to run the service during this part of the configuration.

Post-Install Service Management

Once you have all of your data folders from ADC added and set up. You will want to make sure it works by pressing the Generate CSV Output Button. Open the file created and then check that it has listed the images in the folder by invoice ID. If Images are present in the CSV click the Save Config button to save the correct config file up to AWS. Once completed it will be available to view on DynamoDB.

Starting / Stopping / Restarting the Service

You must be an administrator on the machine the service is installed on and run any of the commands below  as an administrator 

There are three ways to perform these functions:

1. Go to the Windows Services MMC control panel and use the start/stop/restart functions
   
2. If you included the start menu icons during install, you can use the icons in the start menu to Start, Stop, Restart, and Configure the service
   
3. Go to the installation folder from an administrative command line and use the following command-line arguments:
   
1. --start
   
2. --stop
   
3. --restart
   

Adding / Removing / Changing Configured Folders

Go to the installation folder from a command line and use the --config command-line argument to open the configuration UI or edit the SignedUpload.config file. After any changes, be sure to restart the service for the updated configuration to take effect.

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