Actinic Link to Sage Problems

[kathynewman]

Background:

We have created sage customer accounts for all our existing customers by importing data extracted from our old accounts package.

We have set up the link to create accout ref's for sage using: first three characters of surname first three characters of postcode followed by "_" and a sequence number. e.g Mr S Newman at PO20 9JY becomes NEWPO2_1.

The problem:
When exporting "real" customer orders from Actinic (V7) using the link we are getting a second customer account created even if we export the same order twice . So we end up with NEWPO2_1 and NEWPO2_2.

We have placed some test orders and find that these behave differently in that a second invoice is created for the one Sage Account Ref. This is the behaviour that we were expecting and need.

Any suggestions as to the cause of the varying behaviour much appreciated.

Thanks

Kathy

[I-CC]

Kathy, do you have v6 and v7 on the same machine with both using the link?

If so, I believe that there is a problem with running both versions (when using link) on the same machine and the advice is to load it onto a separate machine and then network the connection to the Sage Line 50 from the newly installed v7 machine.

If this is totaly off the road on this one, then sorry...

[kathynewman]

Thanks - but don't think that's the problem. We upgraded to V7 yesterday and hadn't used link with V6. To be sure I've uninstalled the v6 that was still on the machine and we still get a 2nd customer record created when we export the order from Actinic into Sage.

However at the moment this is least of problems - we're seriously thinking of dropping Sage - it really doesn't work in the way we want it to for our accounts!! Went for Sage specifically so we could save time using the Link - which if it works will be fab - but we'll be spending twice as much time doing lots of other things in Sage and therefore not really saving any time!

Ho hum.............

Having said all that I really do want to get link working just incase we decide to stay with Sage.



Kathy

[cdicken]

Are your test orders created via you logging on as a customer account, or are you just shopping as a retail 'over the counter' customer? This may explain the difference in the behaviour.

[kathynewman]

Thanks Chris - the test orders were done via Actinic offline order.

I've been speaking to support about this - they can't replicate the problem so are looking further at it.

It's all very odd.

Bit more of an update in case anyone else has any ideas.

Export order into Sage from customer who's
Name = NEWMAN
Postcode = PO20 9DP
creates a Reference
NEWPO2_1

Export exact same order again - and it creates new customer with ref
NEWPO2_2

Create a customer with details:
Name = NEWMUN
Postcode: PO20 1DP

You would expect Reference to be created as:
NEWPO2_sequence number

What it does is give it ref ACTXXX_1 (which is default customer ref set up in Actinic Link.

Very odd!

Kathy