Hello, I am importing invoices into Sage from a report, using the import/export function. This is a monthly activity and nothing has changed since the last time I did it.
The invoices are all showing in Sage after the import with the correct totals…
We need to import our vendor invoices via a .csv file. We have created the template and have successfully imported invoices into SAGE50.
Problem: We have terms discounts on our vendors; these discount amounts show when we pay those vendors in the Payments…
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…
When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying " File not supported. Try another doc, sheet or image format ". Upon further examination, the…
Greetings! We are a while off from having MRP up and running and even with that I believe I will still have to consolidate lines. We are a low volume high mix manufacturer so it is more common that I am making 16 different widgets from 1 material and…
I am trying to export the component list for parts within Business Works. There is no way to do this through the program, but was told you can do this through a query in excel. Does anyone have experience with this? Can someone provide steps to query…
Hi all,
On my Sage 300 v2023 > Database Setup, I have 2 existing System databases for testing, which is PCISYS and SAMSYS below.
I wanted to create another 1 but get this error instead. I have run RVSpy & DBSpy but no error visible.
Anyone know…
About a month ago I took a new position as an office manager/bookkeeper for a metal foundry. We used Sage Premium 2016 not connected to the internet to prevent hackers. once 2023 began we realized my predecessor never closed out 2021 so I could not continue…
I've been tasked with creating an AR Invoice import job with the input file not having an invoice number.
Looking for a way to have a "Run Assign" field that would prompt for the next invoice number to use and then increment that number upon change…
I'm installing Sage 50 Premium in a Convenience Store which has a POS system. This POS system generates a plethora of reports & data, all of which is available in Excel format. The daily sales report it generates would be the feedstock for the SAGE invoicing…
Hi,
Could someone please share what fields are necessary to do a payment import into Sage 300. It keeps giving me the error that 'Invoice Number Cannot Be Blank' but the IDINVC field in the Applied_payments tab is not blank.
Could someone share…
Can anyone assist with a template for importing to Job Cost, including GL Only entries? Below is a snip of the fields we use. I currently import invoice in AP using an Excel template with Office Connector to convert to a .txt file but I cannot figure…
Is it possible to add line items to existing Purchase Orders through Sage 50 Accounting Software's built in import tool? I can import multiple line items upon the initial upload but I cannot seem to figure out a way to add a line item to existing POs…
If this is not possible what would the best way to accomplish this?
I have the Certified Class description i want to assign to the Occupation field on the Master Employee Record, we would like them to match and currently they do not.
Thanks
V
We are in the process of moving to Arcoro HR and I have been building imports for this.
Two of the imports concern pre/post 2020 employee tax info, and some of the data required is Year, Additional Withholding, Filling Status for that year, Exempt or…
Hi all,
I already create New Category from PJC Setup - Categoties
Now i want add that new categories to All Contract - Project at Contract Maintenance.
Can we do that with import with excel? Because i failed import, and the error, Contract Already…
I am going to use an excel file and only need to enter new GL Account numbers and description of the each account.
What should I name the 2 columns in the excel spreadsheet so that GL import process will except it?
Is there a sample GL Account import…
Hi When I imported one transaction to see how reconciliation works, i got the below error. It says 1 updated but It does not reconcile that transaction, please could someone throw some light ?
Hi,
I want to import bank statements into Sage 300 - I am not sure what the below fields do and what their exact column name would be for my import file. Could someone please help ?
Cleared Y/N - Integer (Column Name ?)
Used Y/N - Boolean (Column…
Hi everyone,
I'm looking for the description of this field:
Table - FXDASSETS field ACGGRP_0
Example:
ACGGRP_0
CM
The description must be similar, but I have not been found a table yet with this description, please someone has an…
Hi,
I am getting the below error message when i try and Import transactions into Costs under the PJC transactions. The Error mentions PM0420 which either has to do with Document Number or Line Number, but I am not able to resolve this error - Could…
Need to import a Timeslips 2007 database into newly installed Timeslips 2020. Do not need much of the old data, but do need last several years of data. Is there a way to export the 2007 data and edit it before importing it to 2020?
