Product Codes

For all items created in Sage Accounts, AT2Sage will use the Billing Code as configured within Autotask for that item, as the Product Code within Sage Accounts.

However, for products you may change the Product Code to be the Autotask ProductSKU. To do this go to AT2Sage > Tools > Options > Line Items > ‘Autotask field to use for Product Code’, for all other item types the Billing Code is the only option.

You can view your existing Billing Codes or setup new Billing Codes by going to Autotask > Admin > Billing Codes

Contracts / Services

To change the Product Code of a service item go to Autotask > Admin > Services, and change the Billing Code

Labour

The Work Type you use for labour on your ticket will be used for the Product Code.

Products

You may use the ProductSKU or MaterialCode as your Sage Product Code.  This can be set in AT2Sage > Tools > Options > Line Items > ‘Autotask field to use for Product Code’