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Is it possible to allocate stock to a sales order line via import/webservice ?

Hi all, I keep on encountering the error below while trying to do my database setup on Sage 7.0 Can anyone help with this please? Thank you.

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…

I can import new Sales Orders however is it possible to leverage the import function to update existing sales orders? If so, where can I find information on how to accomplish? Any insight would be greatly appreciated!

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…

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…

I'm trying to figure out how to relate Sales Order Number to Invoice Number in the data (for extract and reporting). There is a screen in the front-end that does this titled "Sales - Looking up Invoice xxxxxxx". It shows both the Invoice Number and the…

Hello all, Our company is currently running Sage X3 and we are looking to build a small B2B WooCommerce website for about 30 products for our customers to purchase through. Woocommerce, with the help of some plug ins, can generate spreadsheets/csv's in…

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, I import invoices with a c# program that I made using the SDK. It's working fine, but time to time I need to create an invoice with 0$ total. I'm able to create a sales order and manually transform the sales order to an invoice. Is there a way to…

I fail to import Sales Order into Peachtree Accounting 2012. My Peachtree information: Release: Sage Peachtree Quantum 2012 Build: 19.0.00.0906 Error Message: The supplied property path 'InventoryItem.ID' has too many levels. Only a single level is…

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…

I am getting this error "Missing record to calculate taxes." while trying to import Sales order in Sage using BOI. Has anybody faced this issue before? OR anyone has some idea how to solve this. Appreciated your help

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?

I am attempting to import sales orders where the ship-to address is not already defined in the customer record. I added the following fields to the standard SOH import template: BPDADDLIG, ADDLIN2, BPDCTY, BPDSAT, BPDPOSCOD, BPDCRY. I expected that the…

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…

We are implementing Sage 300 ERP on premises. Due to current situation, implementation taking longer than planned. The simple question is, how can we migrate current FY data back to January from our legacy Peachtree Quantum system to sage 300? Comments…

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?