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Sage 100 - Prevent Sales Order from Importing into Transaction Manager
Sage 100 - Prevent Sales Order from Importing into Transaction Manager

Mark specific Sales Orders from being imported back into Transaction Manager

Micah A. Parker avatar
Written by Micah A. Parker
Updated over a year ago

Product: Sage 100


By default whenever you create a Sales Order for an EDI based customer within Sage 100 the order will automatically be marked available for Transaction Manager to import.

If you need to skip specific orders from being imported after creation you can simply mark the Exclude Sales Order from Import option within the TrueCommerce tab of the Sales Order.

Navigate: Sales Order β†’ Sales Order Entry β†’ (Order Number) β†’ TrueCommerce

Check: Exclude Sales Order from Import

Transaction Manager

Once marked - Transaction Manager will no longer see the Sales Order Entry when attempting to import to create a Purchase Order Acknowledgement (855) or a Warehouse Shipping Order (940)

rev 9/5/2023

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