Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Merchanter
English (UK)
US English (US)
GB English (UK)
  • Home
  • Integrations
  • Sage 50

Known Issue - Sage Adept Tools Auto Mode at Month/Year End

A workaround explanation for doing Sage Month/Year Ends when running Adept Tools in Auto Mode

Written by Mark Gerrard

Updated at February 8th, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Training Sessions
  • How to use Merchanter
    Sales Invoicing & Credits Products Purchasing Stock Control OData System Settings & Administration Milling & Value Added Processing Sales Order Processing Customers System Release Updates Pricing & Costs Certification Order Picking Agency Sales
  • API Documentation
  • Integrations
    Sage 50 Woo Commerce ECS Webshop Link NearSt QuickBooks Xero ShopWired
  • FAQs
  • Industry Articles
+ More

Table of Contents

This article relates to all system types Issue Overview Recommended Procedure Have a query about this article?

This article relates to all system types

Only when Auto mode is enabled with the Adept Integration Tools for Sage Line 50

 

Issue Overview

An issue has been discovered when running your Sage Month or Year End processes in conjunction with the Adept integration tools. This issue is for sites that use Sage Line 50 and the Adept integration tools, but ONLY WHEN they are running the tools in “Auto” mode. If you do not use the Adept Tools in “Auto” mode, you can disregard this issue, just make sure you do not try to import any customers, suppliers or transactions during the Month or Year end process within Sage. 

The issue in question will cause Sage data issues that may result in the need to restore your Sage data back to a previous backup. It occurs when an invoice run is carried out during the Month/Year end process, which in turn creates an output csv file. There will then be an attempt by the Adept tools to import the file(s) into Sage while the Month/Year end process is running.

To prevent this issue occurring, the following workaround can be applied and would be recommended as a process to be implemented during your Sage Month/Year End procedures.

Recommended Procedure

Before carrying out your Sage year or month end process, please make sure you switch off the Adept Tools Auto running process. You can do this by opening up each tool (Transaction, Customer and in some cases Supplier import tools) and clicking the below button so that “Manual” shows:

Once you have carried out your processes within Sage, you can switch the “Auto” mode back on, by visiting each tool again and clicking on the same button, changing it to “Auto”.

 

An additional/alternative way to avoid any issues is to make sure no invoice runs are happening on the UT360 or UT400/Merchanter systems while you are carrying out your processes.

Have a query about this article?

Please feel free to contact our helpdesk team by emailing support@ten-25.co.uk

 

 

adept auto integration sage line 50 known issue

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • How does the link to Sage work?
Solution Vendor Color.png

sales@ten-25.co.uk

01202 861606

Peartree Business Centre, Cobham Road, Ferndown, BH21 7PT, United Kingdom

BMF Service Member logo.jpg
  • linkedin
  • twitter
  • facebook
Privacy Policy

©2020 by Ten-25 Software Ltd.. Proudly created with Wix.com

Expand