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  • How do you import items into a database?

    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…
  • Import AP Invoice from own excel file failed

    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…
  • Unable to complete Database Load - Error 59104

    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.
  • 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…
  • Exporting Data to Excel

    How do I activate this option? We have excel on workstations, but not on server where BV runs, and cannot export data files to excel (see "grayed" Excel option in pic). Thanks for any help.
  • How to create a VI export for records that were changed today

    I suppose this could be for almost any table with a DateCreated or DateUpdated field, but in this case I'm trying to create an export for CI_Item what includes only those records with a DateUpldated of today. Based on 3 different posts here on Sage City…
  • Exporting Data

    I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed? The…
  • Export Component List

    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…
  • Import/Export - BP Numbers

    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?
  • cannot create new System database on Sage 300 v 2023

    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…
  • Sage V12 Exporting Information from Various Pages

    We have just switched to V12. I am wanting to export information from various pages. Is there a way to personalise an export spreadsheet to suit my requirements? Some of the information I require is: Product SKU Product Description Pack …
  • Export Invoices From Prior Day and Where Sales Order Begins With J

    I need to export invoices that are from yesterday's date and the related Sales Order begins with a J. I am a novice at using Sage Intelligence, but I have some SQL experience. I understand that it's not actually SQL. I'm able to get the below SQL…
  • Export / Import Help

    What is the best way to export then import Quotes, Invoices, and PO's? I looked in the Import/Export menu but could not find anything corresponding to these three categories.
  • Transaction Data Import

    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…
  • Payment Batch Import Into Sage 300

    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 you use Crystal Reports to change the value of fields in Sage 300 CRE...?

    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
  • Creating upload files for Arcoro...

    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…
  • Remove line breaks in VI Export

    Hello all, SAGE 100 Could Advanced 2020 (V6.20.1.0) I have a VI (Visual Integrator) export job that pulls fields from CI_Items out of SAGE and into a .CSV file. I use Task Manager to automate this export and then another software reads the .CSV files…
  • Sage 300 - Import items to populate quote

    I want to import items into an O/E quotation. I have attempted to export an existing "QTxxxxx" to use as a template, but I get an error message "Can't Append Table. Error: Too many fields defined." even when I limit the requested fields to those in…
  • Looking to Export AP Payment Transaction History-System Limiting Export

    When exporting payment history for AP I am only getting a few years information. If I run a report I can see the system has 20 years worth of data but its only giving me 2+ years which is more like just the time frame for viewing in the system. I tried…
  • Data import export?

    Is it possible to export\import data from Sage50 CA to 3rd party app? Like export Vendor once it's created?
  • Sage 100 Standard 2020: How do I import a bank statement to Sage 100?

    Hi all, I'm new to Sage 100 and trying to become more efficient at my job. I learned recently that it is possible to import a bank statement onto Sage 100 and automatically create invoice entries for them. After doing some preliminary research, there…
  • Export data from Sage 50 CA using SDK

    Hi all, Is there anyone has an idea to export the data from Sage 50 CA? I was looking at the method w the class "CustomerLedger" but it has only the Save method it does not have the get method, Please let me know if you have any idea of hints to solve…
  • Export files

    I am setting up a batch job to export some stock information to send out through my EDI program. We've done this several times in the past and accounted for the name of the file being the same by timing of the various scheduled jobs needed to do this…
  • 500 or more new GL Account import

    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…