Ensure that the import setup for the Sage 200 PowerApps Demonstration is set to Create as new.
Click Select during import for the Connector and the following will appear:
Select the Sage200cConnector and Save.
Choose Import.
Select the The Sage 200 PowerApps Demonstration application on the left of the main PowerApps portal, and choose Edit.
Click App (as shown), and ensure that the OnStart function appears in the drop-down box at the top.
To the right of this define the function by adding the following:
Set(SageSubscriptionKey, "InsertYourSubscriptionKeyHere!")
replace the text 'InsertYourSubscriptionKeyHere!’ with your subscription key you copied or noted down earlier.
Your example PowerApp is setup. You can either click the play button in the top right of the screen to preview the app within the designer or run it from the main PowerApps Home.
The first screen lists the Companies that the User has been set up with in Sage 200 System Administration / Sage BMS Online Services website for Sage 200 Standard / Education users.
Upon selecting a Company, a list of Modules is shown, in the example it shows Sales.
Upon selecting Sales, a list of customers is shown. There are several options available here:
Upon selecting create a new customer, a screen is shown allowing the user to enter the details of the new customer. A button triggers the API to post (create) the new customer. You can then create a new customer
Upon selecting to view a list of customer transactions a screen is shown listing the customer’s transactions.
Selecting to view the details of an individual customer, a screen is shown to allow the user to see a detailed breakdown of the customer. There are several options available here:
Upon clicking to edit a Customer, the controls change to allow the details to be edited. There is an option to then save the new customer details. The customer will be changed if validated successfully.
Upon clicking the Google icon, the default application will launch. The customer’s postcode is the primary entity used to determine the Maps search.
Upon selecting to delete a customer, the API will be called to delete the customer. The customer will be deleted if validated successfully.
Upon clicking Contacts, a screen is shown listing any existing contacts. The user can click the email address or telephone number and the default application should be launched. The user can click the Skype icon to launch Skype for that user (The default email address is the primary lookup). A label indicator will be shown for the customer’s default contact.
To set up the Sage 200 Flow Demonstration Application go to Ask Sage
More information can be found here.
--> NOTE: To find our more about our support boundaries around Power Apps, please see Microsoft 365 and Sage Support Boundaries / Definitions.
If you're unable to find the help you require from our online resources, log a new case with us without having to use phone or email. Simply select 'Manage your cases' from the dashboard or visit my.sage.co.uk/cases.
Steps to duplicate |
Related Solutions |