Sage 100 Dashboard

/ Sage 100 reconciliation

Sage 100

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Cloud Database

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ActionEDI

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PO Matching

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Invoice Pipeline (810)

Shipment Pipeline (856)

7-Day Summary

Invoice Details

Invoice Detail

Dashboard Guide

This dashboard shows how invoices and shipments flow from your Sage 100 system through to ActionEDI and your trading partners. It updates automatically every 60 seconds.

Connection Status

Sage 100: Whether the connector can read data from your Sage 100 system.
Cloud Database: Whether tracking data is being stored successfully.
ActionEDI: Whether invoices and shipments can be sent to ActionEDI.
PO Matching: Whether the connector can look up Purchase Orders in ActionEDI to match against invoices.

Invoice Pipeline

Shows how invoices flow from Sage 100 to ActionEDI for the selected date:

In Sage: Total invoices found in Sage 100 for this date.
PO Matched: Invoices where the Purchase Order was found in ActionEDI.
Sent to ActionEDI: Invoices successfully delivered to ActionEDI for EDI transmission.
Failed: Invoices that could not be processed. Check the Invoice Details table for specifics.
Awaiting: Invoices still being processed or awaiting approval.

Shipment Pipeline

Shows Advance Ship Notices (856 documents) generated from successfully processed invoices:

Created: Total shipment records generated.
Sent: Shipments delivered to ActionEDI.
Delivered: Shipments confirmed received by ActionEDI.
Failed / Permanently Failed: Shipments that could not be delivered after all retry attempts.

Note: Shipments are created only after an invoice is successfully processed. Today's shipments may come from invoices captured on prior days.

Invoice Details Table

Lists every invoice for the selected date with its current status. Common error messages:

Purchase Order not found: The PO number from the Sage invoice was not found in ActionEDI. The PO may not have been transmitted via EDI yet.
Connection timeout: ActionEDI did not respond in time. The connector will retry automatically.
Sage connection lost: The connector could not read from Sage 100. Check that the Sage server is running.

Technical Details (Expandable)

For the ActionEDI support team: heartbeat logs, error category breakdowns, and connectivity history. Not needed for day-to-day monitoring.