Sage 100

Is there a way to import the Customer Exemption Numbers? The data file the customer has provided contains the Sales Tax Schedule, but I believe we have to import into the AR_CustomerShipToExemptions file, which contains the TaxCode. The customers Sales…

Hello, We are attempting to export all invoices for a specific customer from the Invoices tab of A/R Customer Inquiry using the Excel button. However, the output in Excel produces a date in the Amount column for all invoices. How can we fix this issue…

I have a client that wants to set up ACA in Sage. They have several hundred employees so I was hoping to use the VI jobs to import the information. The knowledge base article (Solution ID: 224924550061699) that has the path to the VI jobs, references…

How can i import vendor invoices from a spreadsheet

Can we set this up to export a file every day? I checked the Task Scheduler in Library Master but I do not see it listed there.

DATA TYPE FIELD TYPE OPER NUM STD ASSN

I am using visual integrator to produce an export file. The check amount field is dropping of the period and the zeroes when it is an even check amount. check amount 58.56 will export 58.56 but check amount 58.80 will export 58.8 and check amount…

We are utilizing a test company which is a copy of our live file for verifying effects of journal entries and other transactions. Is it possible to update a previously created test company copy with up-to-date information from the live file? Or would…

I stumbled upon another post that described hard-coding or allowing a user to manually type in a deposit number when chaining two VI-Import jobs together for a Cash Receipts import. We are not wanting to go this route as in our case the deposit number…

Hi Support Community /Support Folks: Customer suffered a power fail 2 days ago, Windows 11 running on Dell Inspirion. Ran sfc /scannow and found and repaired system corruption. Ran Windows updates (Win 11 22H2) as well as Dell command updates..…

Good afternoon, I am troubleshooting how to create a NACHA file out of Sage. I have been able to export an ACH File from Sage, but I need to have a file type of NACHA in order to upload to our bank or else it errors out. Has anyone else ran into this…

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…

Is there a way to create multiple accounts at once in Sage 100? We are creating a new business branch, and we need to create all income statement accounts for the new branch. Is there a way to add all of the accounts we need using an upload template or…

We recently upgraded from Sage 2018 to Sage 2022 version. In the 2018 version there was no "State/Province Code" maintenance task because there was no country/state relationship table. When you needed to enter a new Zip Code in Sage 2018 you would pick…

Posting this in case it helps someone else. (Client is Premium, if it matters). After a lot of troubleshooting, a colleague confirmed the issue is that a vendor just alphabetically prior to the one in question had a French accented character in its…

Sage 100 2021 PU3 Advanced. After selecting vendor invoices for payment, then going into the check maintenance window, duplicate invoices display. However, the invoices are only entered / posted once. If the phantom invoice is not removed from the check…

We have had this problem since switching to Sage 100. When we try to change an item's valuation in the Item Valuation Change Selection task in Inventory Management, and all users are logged out of Sage, we get the below dialog: When I click More…

We need to be able to track who is making changes to a bank code in the bank code maintenance module. We are currently able to track when a change is made. Is this possible or would it require a custom script to do?

Have a client running Sage 100 Standard 2021 PU2. A check prints for an open invoice, even though the invoice was not selected for payment. The check prints, but the invoice it paid does not show up on the stub. The invoice does not print on the Invoice…

We are following Sage ticket instructions on correcting an aged transaction. Part of the instructions are below: In the File Name field, select the "..\ MAS90 \ MAS_xxx \ ARxxx \ AR_OpenInvoice.M4T " file and press the ENTER key Click Key…

We have a client that would like to export their customer credit card information from Paya's Vault so that they can upload it to another payment processor. They do NOT use Paya for their payment processing at this time, they just store the credit card…

Sage 100 2021 PU2 This happens even if no changes are made.

Running Sage 100 v2018 and have a similar issue that was resolved about 6 months ago..."VI Export Job - Conditional export of two data fields into one column" originally posted by SO1. My situation is similar with a twist. I am looking to export data…

Running Sage 100 v2018. Client has AP Divisions turned on and has multiple vendors with the same Vendor No. but different Division (01-1234567; 21-1234567, etc.) When exporting Vendor information through VI, they would like to only have one instance of…

Hi all, I hope everybody is doing well. I apologize in advance if I post this in the wrong section. I recently discovered the Visual Integrator module for Sage 100 and have been trying to learn how to create a job that imports an Excel spreadsheet…