Creating a Sage 100 Contractor Vendor 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.

Sage 100 Contractor Vendor field equivalents of Act! fields
Act! Company Field Vendor Field
Company Vendor Name/Short Name
Address Address 1, Address 2
City City
State State
Zip Zip
N/A Vendor Type

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

Sage 100 Contractor Vendor Contact field equivalents of Act! fields
Act! Contact Field Vendor Contact Field
Contact Contact Name
Title Job Title
Phone Phone
Ext Ext
Email Email
Mobile Cell Phone
Fax Fax
Alternate Other
N/A Other Description

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
Field Description
Drive The drive that the company is located on.
Sage 100 Contractor Company The Sage 100 Contractor company name.
Type Entity type: Vendor
Number Vendor ID
Name Vendor name