Payments and refunds not exporting to Sage

[Kit Matters]

We are using V7 and have just started to link to Sage Line 50. We seem to have encountered at least three problems:-

It has taken us ages to try to match off all the receipts against the invoices as they do not come across from Actinic with the same references.

Nor are they (the debits and the corresponding credits) all coming across as the same amounts as it turns out that none of the refunds have imported to Sage. Any ideas on how we get these across without having to do each one manually?

Also, if we make an adjustment in Actinic (eg to give a customer a £ discount on a particular product) it comes across in Sage with the wrong amount of VAT as it tries to allocate the adjustment across all product lines rather than the one intended. It seems to treat the adjustment in Actinic as being the total value of the adjustment (what we wanted) but in Sage it calculates VAT on top of it, so we end up having different totals on the two systems.

Any ideas PLEASE?

[TraceyG]

Hi,

It has taken us ages to try to match off all the receipts against the invoices as they do not come across from Actinic with the same references.

If you have 'Put Actinic Order Number in Customer Order No' box ticked on the 'General' tab of your 'Actinic to Sage' profile then you should see the Actinic order number on the 'Order Details' tab of the Sage invoice.

Nor are they (the debits and the corresponding credits) all coming across as the same amounts as it turns out that none of the refunds have imported to Sage. Any ideas on how we get these across without having to do each one manually?

Can you please confirm how you are showing refunds within Actinic (ie is it via the 'Progress & Payments tab | View Payments button?)

Also, if we make an adjustment in Actinic (eg to give a customer a £ discount on a particular product) it comes across in Sage with the wrong amount of VAT as it tries to allocate the adjustment across all product lines rather than the one intended. It seems to treat the adjustment in Actinic as being the total value of the adjustment (what we wanted) but in Sage it calculates VAT on top of it, so we end up having different totals on the two systems.

I can't seem to recreate this. I have created an adjustment on the 'Line Items' tab of an order and given it a tax treatment of 'VAT(Normal)', which then changed the totals of the order correctly. After transferring it to Sage the totals on the two systems were the same.

[Darren B]

I have never managed to get a refund to transfer to sage, probably something i am doing wrong and as i dont do many i never bothered to investigate, it was not obvious.

I just credit it manually in sage once i have transfered the order