Peachtree

Transaction Type

Select whether you want QuoteWerks to export the document as a Sage 50 (Peachtree) Invoice or Sales Order.

Date of Transaction

When the document is exported to Sage 50 (Peachtree), select the date that you want to appear as the date on the invoice/so. You can choose from the date exported or the QuoteWerks Document Date.

Note:

The “Due Date” on the Sage 50 (Peachtree) Invoice or Sales Order is copied from the DueDate field on the Sale Info tab of the Quote WorkBook. If the Due Date field is left blank, then a Due Date will be calculated referencing the Terms value. So terms of “NET 15” would calculate the Due Date to 15 days after the Date of the Invoice or Sales Order. The Date of the Invoice or Sales Order is determined by this Date of Transaction option.

If the Item does exist

If the item does exist in the Sage 50 (Peachtree) item list, you can choose to have QuoteWerks update or not update the price of the item.

If the Customer does exist

When exporting an invoice/sales order to Sage 50 (Peachtree) and the Customer in the QuoteWerks document does already exist in Sage 50 (Peachtree), you can choose to have QuoteWerks update or not update the Customer information.

Invoices/Sales Orders

Accounts Receivable Account No.

Select the Accounts Receivable account number to be used when creating Invoices and Sales Orders.

Purchase Orders

Create Purchase Order(s)

When exporting the Invoice or Sales Order to Sage 50 (Peachtree), QuoteWerks can also export purchase orders to Sage 50 (Peachtree) for each vendor that is in the document. Here you can choose to Always create purchase orders, Never create purchase orders, or Prompt you to choose if you want to create purchase orders when exporting each document. When you choose the “Prompt” option, you will get a chance to choose which vendors you want to create the purchase orders for. When you choose the “Always” option, a purchase order for each of the vendors in the QuoteWerks document will be created. Users will be prompted to enter in a PO number when exporting the Purchase Order.

When exporting Purchase Orders at the same time as exporting the Sales Order for all vendors, the Purchase Orders will be sent over separately for each PO instead of in a single batch. This way if one order fails the others will still be created.

Note:

Any line items in the QuoteWerks document that do not have a vendor specified in the vendor column will not be exported to a Sage 50 (Peachtree) Purchase Order.

Note:

The “PO Good Through Date” on the purchase order is set to 30 days after the date of the export.

Accounts Payable Account No.

Select the Accounts Payable account number to be used when creating purchase orders. This must be specified in order to export purchase orders to Sage 50 (Peachtree).

Ship to information

When QuoteWerks creates the purchase orders in Sage 50 (Peachtree), this setting will determine what ship to address is used on the purchase orders.

QuoteWerks

After export set the QuoteWerks Document Status to

After exporting a document to Sage 50 (Peachtree), specify the text to change the QuoteWerks Document Status to. This is done so that you will know which documents you have already exported to Sage 50 (Peachtree). This is only set when exporting Invoices or Sales Orders. When separately exporting Purchase Orders only, this is not set.

For information on the next tab, see Mappings Tab.

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Transaction Tab