Here are some questions to ask yourself when configuring the bridge to Acomba:
What language is your Acomba? French or English?
Do you want to create orders or invoices in Acomba?
If you want to create orders, do you want to create them in Acomba or in Progression?
A default product group is necessary when a product is created via Progression but does not exist in Acomba. This may be "9999-OtherProducts" for example This group must be created in your Acomba.
What date do you want to use for orders/invoices created in Acomba?
*The date of the appointment of the task in Progression
*The date of transfer to Acomba
*The date on which the task was completed
*A date determined manually in the task.Which vendor must be associated with the order/invoice?
*The vendor associated with the client in Acomba
*The task's human resource
*A name determined manually in the taskWhat information do you want in the invoice/order reference field in Acomba?
What information do you want in the invoice/order description field in Acomba?
Do you want to have the Acomba invoice/order number in the Progressiontask?
Customers are synchronized with your Acomba. Basic customer data such as name, address, phone, fax, contact, email is always synchronized, but do you want the following additional information:
*Do you need the information regarding the client's territory to be transferred to Progression?
*Do you need the information regarding the seller associated with the client to be transferred to Progression?
*Do you need the information regarding the client's payment terms to be transferred to Progression?
*Do you need the information regarding the client's project to be transferred to Progression?There is a notion of client and location in Progression. You can see it as"Billed to" and "Delivered to"? By default, the locations are empty, but you can copy your clients to the locations if you want. Is there Acomba client data copied to the locations in Progression?