Follow these steps to set up Sage 100 integration with Sage Supply Chain Intelligence (formerly Anvyl):

• Before you begin
• Add team in Sage Supply Chain Intelligence
• Install Sage Supply Chain Intelligence Setup app
• Run the Sage Supply Chain Intelligence Setup app

For terminology differences and other integration facts, see Sage Supply Chain Intelligence Integration FAQs.

Note Sage Supply Chain Intelligence is abbreviated SSCI.

 

Before you begin

Complete the following prerequisites before setting up the integration.

• Create an Account API key to enter when you run the Sage Supply Chain Intelligence Setup app. For instructions, see the Sage Knowledgebase article: How do I create an API key for integration between Sage 100 and Sage Supply Chain Intelligence (Solution ID 250421233925790).

• Verify the following Sage 100 modules are installed: Library Master, Purchase Order, Accounts Payable, and Common Information.

  Note The following Sage 100 modules are optional: Inventory Management and Sales Order.

• Create a Sage 100 service user in User Maintenance. The service user is a logon account that will access Sage 100 data to sync to Sage Supply Chain Intelligence.

• Verify the Sage 100 service user is assigned a role with tasks permission for the following Sage 100 tasks.

  Minimum tasks permission (view) required for Sage 100 tasks

  L/M Company Maintenance

  C/I Miscellaneous Item Maintenance

  A/P Vendor Maintenance

  P/O Ship-To Address Maintenance

  A/P Terms Code Maintenance

  S/O Sales Order Entry (if the Sales Order module is installed)

   

  Maximum tasks permission (create, modify, remove, view) required for Sage 100 task

  P/O Purchase Order Entry

 

Add team in Sage Supply Chain Intelligence

After completing the prerequisites in the Before you begin section, create a team in Sage Supply Chain Intelligence that will be synced with your Sage 100 company.

1. Log in to Sage Supply Chain Intelligence.
2. In the top-right of your Sage Supply Chain Intelligence dashboard, select your Avatar (your initials in a black circle) > Company settings.
3. Click Add team on the Company Settings page.
4. Enter a team name on the New team page, and click Save.

You created a team in Sage Supply Chain Intelligence and are ready to install the Sage Supply Chain Intelligence Setup app.

 

Install Sage Supply Chain Intelligence Setup app

The next step in setting up integration is to install the Setup app.

1. At the server where Sage 100 is installed, download the Sage Supply Chain Intelligence Setup app: SageSCI.exe

   Warning The Sage Supply Chain Intelligence Setup app must be installed on the server where Sage 100 is installed.

2. Right-click SageSCI.exe and select Run as Administrator to start the installation wizard, and click Next at the Welcome screen.
3. On the License agreement screen, click Yes to accept the license.
4. On the Setup Type screen, select the installed version of Sage 100 that you're integrating with Sage Supply Chain Intelligence.
5. In the Choose Sage 100 Location screen, if the installation path is incorrect, click Browse to select the folder where Sage 100 is installed. Then click Next.
6. Proceed through the wizard to complete the installation.

 

Run the Sage Supply Chain Intelligence Setup app

When you install the Setup app, it's added to your Start menu. Run the app to set up integration, and select a Sage 100 company to sync with Sage Supply Chain Intelligence.

1. Start the Sage Supply Chain Intelligence Setup app:
   • If you're on a computer running Windows Server: In the Sage folder on the Windows Start menu, right-click Sage Supply Chain Intelligence Setup and select Run as administrator.
   • If you're installing on a computer running a non-server version of Windows: In the Sage folder on the Windows Start menu, click Sage Supply Chain Intelligence Setup.
2. In the Welcome screen, click Continue.
3. In the Configure Sage 100 access screen:
   1. Enter the installation path to the Home folder for the Sage 100 installation that you're integrating with Sage Supply Chain Intelligence, or click the Browse button to select the path.
   2. Enter your Sage 100 user logon and password, and then click Sign in.
   3. Select the Sage 100 company to sync to Sage Supply Chain Intelligence, and click Continue.

      Note Only companies that meet the following conditions appear in the Companies list:

      • The Allow External Access check box is selected on the Company Maintenance Preferences tab.

      • The Purchase Order module is installed and set up for the company.

4. In the Configure Sage 100 sync screen:
   1. Select the Enable data sync to Sage Supply Chain Intelligence check box.
   2. Select the number of hours between data syncs, and click Continue.

      Note If you select Daily at a specific time, enter the specific time for the sync to run.

5. In the Connect Sage 100 to Sage Supply Chain Intelligence screen, click the Terms and Conditions link to review, and then click Connect.
6. In the Sage Supply Chain Intelligence Connect window:
   1. Enter your Account API key and click Sign In.

      Note For instructions on creating an API key, see the Sage Knowledgebase article: How do I create an API key for integration between Sage 100 and Sage Supply Chain Intelligence (Solution ID 250421233925790).

   2. Select the team (this is the team you created in Sage Supply Chain Intelligence) to sync your Sage 100 company with, and click Connect.
7. In Sage 100 setup complete screen, click Finish.

Sage 100 is now integrated with Sage Supply Chain Intelligence. The Sage Supply Chain Intelligence Connector Settings screen appears and the first data sync occurs.

After the sync completes, click the date and time stamp in the Last Sync column to review the sync log.

Note The Enable Sync for Sage Supply Chain Intelligence check box is automatically selected on the Company Maintenance Integrations tab for the Sage 100 company synced.

For information on changing your settings, see Change the Sage Supply Chain Intelligence Connector Settings.