I am trying to use VI to import Sales Orders from a e-Commerce platform but the only customer-unique field that the source file has is the customer's email address. I would like to use those emails as a cross-reference to assign the customer number to…
We are importing inventory receipts into a new warehouse. We are using the import template FTIMSR. It works fine. The issue we are having is dealing with errors and the subsequent creation of multiple misc receipt records in Sage X3.
If we build a long…
What is the best way to update planning work order material based on the updated BOM?
There is no standard import template for MFGMAT. Users requested that they have three old components that is in 189 open work orders that "builds" phantom part# to…
Hello Sage 100 Community,
I've been tasked with creating an Excel import sheet for Journal Entries. I've used the following layout:
Account No.
Debit
Credit
Posting Comment
Journal Comment
6570-00
500.00
0.00
Test comment…
We are coming up on our renewal date with ExakTime. It does an adequate job of tracking labor hours but we need a system that tracks equipment hours and is capable of importing them to Sage 100 Contractor. Does anyone have experience and recommendations…
Recently my workstation was upgraded from Windows 10 to Windows 11, shortly thereafter I started experiencing issues importing excel files into Ship Orders (Tairox). Whenever I try to import an excel file into ship orders I get the error "Microsoft Excel…
I am receiving an error message when clicking on any template in the task scheduler. Here is what happened.
How it happened:
Library Master > Task Scheduler > I ran IMPORTITEMS (worked great until I put all the imports into script).
It has been…
Hello everyone, I am trying to import items into a database. I have exported them into a CSV file within Sage Estimating, but I can not find out where you can import them.
I was trying to merge 2 databases with the database editor, but they have different…
Hi all.
I create my own excel file with the same sheet name, column name as exported one. however, it failed to import with the error below.
However, copy pasting the content to an exported excel file seems to works fine.
The issue is: I am going…
New to Sage CRM. A: Have excel sheets of donors with first and last name and email and many more fields but can hold off on that- what is the quickest way to import the data- can you provide an excel template for fields and code.
Cheers
Jen
Hello, I am running into an issue when importing vendors. We are mass importing items along with the vendors, but are running into a block on the vendor import.
It appears that this popup might be blocking the vendors from being imported. Is there…
I am trying to import ACH template that has leading zeros in the routing numbers that keep getting dropped off when I convert the excel to a csv. Additionally, very large numbers are condensing to scientific notation with the wrong values when in csv…
I import a CSV file for daily deposits. I import for over 30 different companies. The company codes consist of all numbers, all letters or a combination of letters and numbers.
Our current code is for company codes that have numbers only:
sComp…
I would like to add additional costing components to existing product BOMs in Sage X3 (v11). When using the import template BOMPD, it requires a field for the BOM component sequence (BOMSEQ), however, each BOM has a different number of existing components…
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…
Hi,
Sage X3 version: X3 v12 Patch 33, hotfixed with Syracuse latest version.
Was doing a folder data integration through batch, got canceled.
Checking the logs:
06-14-23 13:38:19 (Application server time) Query terminated with error (Who is…
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!
Newbie here.
I am entering items details manually into the different fields of a purchase requisition.
I have a csv file with data from an MSC shopping cart. How do I transfer this data into the Purchase requisition grid without copy and pasting field…
I am trying to import/export BPs from one endpoint to another. However, when I import the file the BP numbers are chronologically assigned instead of keeping the same BP numbers from the exported file. Where do I go to adjust this?
How can I use an IF THEN ELSE statement in the Expression Builder when importing a job? I keep getting a syntax error.
For my current example: I'm looking to import item shipping weights. I already have my import value assigned to Temp001 . So now I…
Finance charges are setup to be a fixed amount; however some customers should be exempt from finance charges. I can't find that I can import into the finance charge field. I want to import $0 for these customers. You can manually change the amount in…
Use Sales Delivery as example:
I want to click new, fill in the site and customer
Then import the detail information like product etc from a file
Upon completion create the transaction.
Possible?
Client just upgraded from 2019 Premium to 2022.2. This Cash Receipt import was working on the prior version. It is basically line for line what I have with another client on 2019 Adv which IS working and same as what I just tested on my Std 2022. I have…
