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  • How to import Sales Forecast by Customer and Item

    We are on Sage 100 Advanced v2022.1 and I don't see anywhere a Sales Forecasting report or option to enter numbers or imported via VI. We have a new Sales Executive and he wants me to import sales forecast numbers, by Customer and Item to produce a…
  • Automatically Distributing Lot Number in S/O Invoice Data Entry through Visual Integrator

    Hello All, I've been trying for the last two months to figure out a way to automatically distribute lot numbers by FIFO in S/O invoice data entry using visual integrator. We don't create a sales order before creating the invoice. Each of our inventory…
  • SO Shipping Batch No. missing on Invoice

    Occasionally we get an Invoice that is missing the Batch No. from when it was created via Shipping Data Entry. We have multiple batches a day, usually separated out between EDI and Non-EDI orders and/or AM vs. PM shipments; totally anywhere between 2…
  • Reverse Item Merge

    Merged over 3,300 items to code "Z_Discontinued" after months of working with staff to make sure all items on list were approved for merging. Now they need 2 of the 3,300 items restored, historical data. I created the original item numbers and setup…
  • What is the process to create Purchase Orders or Sales Orders via uploading a .csv file?

    I am a new user of Sage 50. I am trying to figure out how to create Purchase Orders or Sales Orders in Sage 50 via uploading an excel file (or CSV). Any help would be appreciated.
  • Sample ODBC/SQL queries for getting Sales Order information, Customer Information, and inventory information?

    Can anyone offer any sample SQL scripts for getting information, such as Customer Information (given a customer ID), sales order information (given a sales order number or customer ID), and/or inventory information (given an Item ID) out of the database…