ServiceTrade and PartsLedger Integration with Sage 300

ServiceTrade paired with PartsLedger integrates with Sage 300 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 300 so your team gets the realtime information they need and you get fast, accurate accounting at the customer level. Balance sheet entries of account payable and inventory are synced from PartsLedger. Income statement entries for parts and labor COGS along with invoice revenue are synced from ServiceTrade.

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

  • PartsLedger manages purchase orders for parts and inventory.

  • Sage 300 continues to manage core accounting at the customer level.

Sync

Companies

Customers

Module: Accounts Receivable (AR)

Locations

Jobs

Module: Job Cost (JC)

Vendors

Vendors

Module: Accounts Payable (AP)

AP Invoices

AP Invoices

Module: Accounts Payable (AP)

Invoices

AR Invoices

Module: Accounts Receivable (AR)

Job Item Cost

Direct Cost

Module: Job Cost (JC)

Job Labor Items

Time Entry

Module: Payroll (PR)

 - Automatic Sync

Transaction Data Synchronization

Parts Cost

ServiceTrade and PartsLedger track all parts inventory and costing related to service management. Sage 300 accepts this information through an automated sync of AP invoices and direct costs.

Labor Cost

ServiceTrade tracks all labor items by type (e.g., Standard, Overtime, Premium) applied to every job. The integration enables Sage 300 to automatically accept this information from the ServiceTrade API.

Revenue

ServiceTrade creates invoices for any service delivered. Sage 300 accepts this information through an automatic file sync and applies sales tax.

Common Questions

  • What versions of Sage 300 are supported?
    Sage 300 CRE versions 16.1 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 the Service Management (SM) module
  • How does ServiceTrade connect to Sage 300?
    When setting up the ServiceTrade integration for Sage 300, you will need to install the sync client on your Sage 300 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 300 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 300 application (i.e., your Sage 300 Server). Once the initial configuration has been completed, the sync client runs in the background as a web service.