In order to use the Mobius Connect for Sage 300 Integration, you must have the following installed on your network and/or your machine(s):
Your Manage software must be setup up with login credentials that have access to the Accounting features of Manage. Additionally, your Manage software must have its Accounting Package configured. See ConnectWise Manage Configuration.
Sage 300 must be installed.
Your Sage 300 software must be set up with login credentials that have access to various parts of the Sage 300 system that will be used. See Sage 300 Configuration.
The following Sage 300 modules must be licensed and installed:
General Ledger Module is required.
Accounts Receivable Module is required for Invoice transactions.
Accounts Payable Module is required for Expense and Inventory transactions.
Inventory Control Module is required for Inventory Adjustments and Inventory Transfers to use true Inventory Adjustments and Inventory Transfers. If not available, these transactions will occur as general journal entries.
The Sage 300 Workstation and .NET Libraries must be installed on your system.
.NET 4.0 Framework or Higher must be installed on your system. If this is not installed, you will be prompted to automatically install it when you attempt to install the integration application.
Internet Access: While it is not required to have access to the internet every time you wish to run the integration, updates will automatically download as they become available. Therefore, an internet connection is recommended.