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…
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.
I am having problem while import using BIS import template, there is error on DUDDAT field. But when using import simulation, DUDDAT can get the value from my import file. Is anyone facing this problem or anyone can advise me on this? The attachment below…
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…
Have the following source file (CSV)
2 questions:
1 - I want to import the Invoice No and append "-CM". Is this possible?
2 - Importing the lines Distribution Amount from the Credit Column. How do I reverse the sign so it comes in as a negative…
I have a couple of issues with importing:
I have imported all the purged slips from my backups for the fiscal year (5/1 thru 4/30) into a separate archive database, so that we can run certain reports based on those slips.
Most of the backups imported…
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…
We have a client who wants to make payments electronically and send us a csv file with info concerning the invoices paid. Can such a csv file be imported into TS so we don't have to manually enter each payment?
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…
I have a CSV file with new employee pay rates for a couple hundred hourly employees. Is it possible/advisable to import the new rates with a visual integrator job, and have the change appear on the "Pay Rate Change Report".
Thanks!
The Import job which was setup several years ago has been working like a charm and kicks off about 4 am. Lately, it's been failing once or twice a week.
The job has been setup as a Group of Tasks starting with the Import of Visa/MC, Amex, Disc,PayPal…
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…
I have a takeoff template for a home model that is very similar to many other home models we have. I have saved the template as a template file on my local desktop but I cant get the thing to import? None of the templates that were made show up as an…
I see how to create a CSV file to import invoices, but it seems to only import a total value. Is it possible to import an invoice with multiple line items?
Products have analytical dimension PRO defined and I'm importing them using an import/export template with field CCE(0). This works fine for part of the products, but many are rejected with the error message
Field CCE : Analytical dimensions : 001PPINSC0…
Hello,
I have created a VI job to import into PO Receipt of Invoice and encountered a problem with assigning the OrderLineKey from the original purchase order. I have it working if I manually provide the order line key in the import file but need to…
I am working on importing into Work Ticket Header in Sage 100 version 2020 Premium working with Production Management. I am trying to create the same action that occurs in the user interface of Work Ticket Entry in Production Management. In the UI of…
Hi all and glad to be here.
I am using Sage50 to keep track of accounting that needs to be imported using QB CSV files. I don't know if there is an easier way but I finally resorted to exporting Sage files to then populate using the QB data (hopefully…
Has anyone used the new v2020 feature under File, Desktop Utilities, Customization Import? I have an upgrade from 2017 to 2020 and have classic users on the 2017 version with shortcuts and the boxes to check for importing are blank. There doesn't seem…
Hi,
I want to do delete many partner after a bad import. Do you know, how can i import into ADELETED any data ?
When i fill the ADELETED s grid, i need to enter only OBJ et CLE but for the import it doesnt work with this two fields only.
Thanks…
Sage X3 ERP v7 Patch 8
I'm trying to figure out how to import Journal Entries to alleviate the time spent by our Accounting Dept. I know the data I'm inputting is accurate because I'm just re-importing data exported from the Production server (excluding…
I was unable to find any other posts regarding this pre-loaded import template. My company does not utilize ADCs in our Production process so I wanted to utilize the MKI import template. I exported sample data read the Sage Online Help Center guide on…
