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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…
  • VI Import Job Unable to open [wdx][odb]<dsn_name>

    I just upgraded from Sage 2020 to Sage 2023 and can't get any of my existing (or new) VI Import Jobs to work. When I try to actually run the job and test them, I get the message: "VI JOB_NAME Unable to open [wdx][odb]<dsn_name>" I don't get this message…
  • 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…
  • VI job addDays to add business days

    Hello, I've used VI jobs for various import and export jobs to import things from sales order info to bill structure. I dont use a lot of conditional based columns. What im trying to do is have the ShipExpireDate be 5 business days added to the order…
  • visual integrator - update old sales order based on customer po number

    Using Visual Integrator, how can i prevent the importing of a Sales Orrder, and make it update an old sales order instead, if the PO number of the currently importing Sales Order is the same as the PO number of an old sales order?
  • Can i import a Sales Order through Visual Integrator by description rather than alias or item number?

    Can i import a Sales Order through Visual Integrator by description rather than alias or item number? How would this be done?
  • visual integrator import sales order customerNo

    here is the line i'm testing my import on: 1,00,ROYAL,66ITM67161,1,, col 1: H.SalesOrderNo 'Next' col 2: H.ARDivisionNo col 3: H. CustoemrNo When I attempt to import, I'm getting this error: However, when I manually enter a sales order,…
  • Importing Sales Order with Credit Card Pre-Auth getting error

    I am trying to import our Web Sales orders with Credit Card Pre-Auth and getting this error. Anyone know what this error means?
  • Does anyone know how to launch the Sales Order UI after importing a sales order with VI?

    We use VI quite extensively and it works great. We use it to import many of our orders. After the VI jobs run, we open the sales order entry screen and enter the sales order number to do final editing and to print/email. Does anyone know how to add…
  • 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…
  • Visual Integrator Sales Invoice Import

    We are considering using a 3PL company pick, pack, and ship some of our orders. The 3 PL would download the orders from us on a daily basis and each day send back a file with information on all the orders they shipped. This file would contain the line…
  • 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…
  • How to enter search criteria for Blank Fields

    Utilizing Visual Integrator, I am attempting to create an export query where I only export the AR Customers records with blank comment fields. Anyone know of a way to do this?