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In order for Sage 200 Evolution and Chase Production integration to work some setup is required by an end user in Sage 200 Evolution. The Sage 200 Evolution integration relies on the Evolution Inventory module, and covers the setup steps required for user defined fields per document type. 


Below are steps to show you how to setup Evolution inventory documents.

Step-by-step guide



  1. Ensure that the Unique External Order Number checkbox in the Inventory Defaults dialog is unticked in order for Sage to accept Chase document numbers.

  2. In Sage 200 Evolution Administration->System Configuration, click User Defined Fields.

  3. Select Inventory Document - Sales Order, and click the Add icon at the top.

    1. In the Field Name, type chaseid in the field next to the system provided prefix. The full name will be uiIDSOrdchaseid.

    2. Type Chase Document ID into Description field.

    3. Change the Data Type to Integer

    4. Click the OK button.



  4. Select Inventory Document - Credit Note, and click the Add icon at the top.

    1. the Field Name, type chaseid in the field next to the system provided prefix. The full name will be uiIDCrnchaseid.
    2. Type Chase Document ID into Description field.

    3. Change the Data Type to Integer

    4. Click the OK button.


  5. Select Inventory Document - Purchase Order, and click the Add icon at the top.
    1. the Field Name, type chaseid in the field next to the system provided prefix. The full name will be uiIDPOrdchaseid.
    2. Type Chase Document ID into Description field.

    3. Change the Data Type to Integer

    4. Click the OK button.


  6. Select Inventory Document - Return to Sales, and click the Add icon at the top.

    1. the Field Name, type chaseid in the field next to the system provided prefix. The full name will be uiIDRTSchaseid.
    2. Type Chase Document ID into Description field.

    3. Change the Data Type to Integer

    4. Click the OK button.



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