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  1. Login to Sage 100 with valid user credentials 
  2. Search for the Task Scheduler from the search which returns the search result
  3. Clicking on the search result name of Task Scheduler will open out a popup which is shown in the below image 
  4. Key in the desired job name , move the cursor to next text box will auto populate the company code, Sage 100 user logon, server user logon.
  5. The user will have to key in the Sage 100 Account password and Server password and choose the type to "Visual Integrator ".
  6. Set the schedule job intervals by choosing the appropriate options .
  7. Now , choose the tab "Tasks".
  8. Select the V/I Job Type  to  Export (in case of reading data from Sage 100 or choose Import in case of writing to Sage 100) and choose the V/I Job Name to appropriate 
  9. Click on Accept so that a job is saved.

Panel
Post Process Of Sage Data 
So here the question arises what happens to the Sage data after being read from the Sage 100 application, how does DBSync process the data and writes to the PocketAdvantage .Below are the few steps which explain the process of Sage Data being processed to the PocketAdvantage. 

  1. The Scheduled jobs with in Sage 100 application helps to read from Sage and process to the DBSync 
  2. The DBSync holds the Sage data in the queue i.e. buffer for applying the required transformations and writing to the PocketAdvantage
  3. The workflows with the naming convention "Merge" with in the DBSync will help DBSync to sort any duplicate records which are processed into DBSync buffer.
  4. DBSync internally uses chaining technique for the merging process so that DBSync will identify the unique records and separate the duplicate records from the unique ones.
  5. Then the other workflows created will process the data from DBSync buffer to writing to PocketAdvantage.