• 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…
  • VI Import Job Unable to open [wdx][odb]<dsn_name>

    I just upgraded from Sage 2020 to Sage 2023 and can't get any of my existing (or new) VI Import Jobs to work. When I try to actually run the job and test them, I get the message: "VI JOB_NAME Unable to open [wdx][odb]<dsn_name>" I don't get this message…
  • visual integrator - update old sales order based on customer po number

    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?
  • Can i import a Sales Order through Visual Integrator by description rather than alias or item number?

    Can i import a Sales Order through Visual Integrator by description rather than alias or item number? How would this be done?
  • visual integrator import sales order customerNo

    here is the line i'm testing my import on: 1,00,ROYAL,66ITM67161,1,, col 1: H.SalesOrderNo 'Next' col 2: H.ARDivisionNo col 3: H. CustoemrNo When I attempt to import, I'm getting this error: However, when I manually enter a sales order,…
  • Visual Integrator Sales Invoice Import

    We are considering using a 3PL company pick, pack, and ship some of our orders. The 3 PL would download the orders from us on a daily basis and each day send back a file with information on all the orders they shipped. This file would contain the line…
  • How to enter search criteria for Blank Fields

    Utilizing Visual Integrator, I am attempting to create an export query where I only export the AR Customers records with blank comment fields. Anyone know of a way to do this?