ServiceTrade and PartsLedger Integration with Sage 100

ServiceTrade paired with PartsLedger integrates with Sage 100 to eliminate double data entry and drive accurate accounting for transactions related to service work orders. Job costing at the work order level is performed in ServiceTrade while all of your critical financial data automatically syncs to Sage 100 so your team gets the realtime information they need and you get fast, accurate accounting at the customer level.

  • ServiceTrade captures all job costs and summarizes the data accurately to the penny.

  • PartsLedger manages purchase orders for parts and inventory.

  • Sage 100 continues to manage core accounting at the customer level.

Sync

Companies

Clients

Module: Receivable Clients (3-6)

Locations

Jobs

Module: Accounts Receivable (3-5)

Vendors

Vendors

Module: Accounts Payable (4-4)

PartsLedger POs

AP Invoices

Module: Payable Invoices (4-2)

Invoices

AR Invoices

Module: Receivable Invoices (3-2)

Job Item Cost

General Ledger

Module: Journal Transactions (1-3)

Job Labor Items

Payroll

Module: Daily Payroll (5-5-1)

 - Automatic Sync

 - Periodic File Sync

Transaction Data Synchronization

Parts Cost

ServiceTrade and PartsLedger track all parts inventory and costing related to service management. Sage 100 accepts this information through automatic imports of AP invoices and GL entries.

Labor Cost

ServiceTrade tracks all labor items by type (e.g., Regular – 1, Overtime – 2, etc.) applied to any job. The integration enables Sage 100 to automatically accept this information from the ServiceTrade API.

Revenue

ServiceTrade creates AR invoices for any services delivered. The integration enables Sage 100 to automatically accept this data from the ServiceTrade API and applies sales tax to the resulting AR invoices.

Common Questions

  • What versions of Sage 100 are supported?
    Sage 100 Contractor versions 20 or above are supported.
  • Do we need Sage Service Operations (SSO)?
    No, ServiceTrade and PartsLedger replace Sage Service Operations (SSO) and eliminate work order entry into Service Receivables (11-2).
  • How does ServiceTrade connect to Sage 100?
    When setting up the ServiceTrade integration for Sage 100, you will need to install the sync client on your Sage 100 server. The sync client is a lightweight, Windows desktop application that establishes a secure network connection with ServiceTrade and PartsLedger, which keeps the data in Sage 100 in sync with ServiceTrade and PartsLedger. Typically, the sync client requires no special network firewall permissions, since the client only uses standard outbound TCP Port 80, and sometimes Port 443 connections, which are commonly used for standard web access. In addition, no inbound connections are required. Standard web technologies like WebSockets are used to maintain a persistent connection.
  • What is required of the IT Team?
    The only requirement is to download and install the sync client on the system running your Sage 100 application (i.e., your Sage 100 Server). Once the initial configuration has been completed, the sync client runs in the background as a web service.