Sage Departments
Sage departments are used in an arbitrary way. We have a variety of customers and we have seen Department ID's used for Projects as well as the intended design of allocating spend per business department.
Because the DepartmentID is a line level analysis field, Zahara can accommodate or align with it in several ways including:
- Zahara Division
- Zahara Projects
- Zahara Cost Codes
The Projects and Costs codes were designed to align with Sage users that have Projects enabled - Projects in Sage 50 generally have the Project Code and a Cost Code on each line item.
If you don't use Sage Projects but you do use Departments in Sage 50, Zahara's Cost Codes will be a better alignment. These are also line-item fields.
Zahara's Divisions are the natural groupings of people inside the organisation and the Divisions are important because this is where approval processes are stored. If Zahara's Divisions align perfectly with Sage Departments, then use them instead.
Setting the departments correctly in SmartySync
You have the choice in SmartSync of using the three available options in Zahara as your line item level Sage Depatrtment ID.
For Projects and Costs Codes, you will just need to make sure the code field in Zahara is poipulated with the same Codes you have in Sage Departments ie 101, 102, 999 etc
If you wish to use Zahara's Divisions, the you need to populate the 'Division ID' field with the relevant Sage Department ID as shown below:
All of this is importasnt if you are to use SmartSync to post invoices created in Zahara and to see them in Sage, coded perfectly. Once you have decided on which value in Zahara will represent the Department ID in Sage, you can make the correct setting in SmartSync and test the outcome.