The following fields are updated when Importing from Sage 200 to Protean
Customers (inc . those On Hold)
Fields Updated on Creation Only
• Alpha
• Currency
• Tax Code
• Status (Set to Active)
Fields Updated on Creation and Update
• Name
• Address (Inc. Country if setup)
• Payment Terms (based on Sage payment terms)
• Telephone Number
• VAT Registration Number
• Credit Limit (in Customer Currency)
• Account Balance (in Customer Currency)
• Pending Balance is Zeroed
• Credit Hold Status (based on Sage ‘on hold’ flag)
Suppliers
Fields Updated on Creation Only
• Alpha
• Currency
• Tax Code
Fields Updated on Creation and Update
• Name
• Address (Inc. Country if setup)
• Payment Terms (based on Sage payment terms)
• Telephone Number
• VAT Registration Number