• 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…
  • AR_CashReceiptsDetail table missing in VI Import Job Maintenance

    I'm working on an import job to enter cash receipts and don't have the AR_CashReceiptsDetail table in the table list. I see it when I'm in export job maintenance, just not import. What am I missing?
  • VI job to import cash receipts

    I've been tasked with creating a VI job to import cash receipts and am new to using VI. Actually, fairly new to Sage, but I come with some relational database experience. I am having issues linking the AR_CashReceiptsDeposit and AR_CashReceiptsDetail…
  • Using VI to Import Cash Receipts

    Can a VI job be setup to total a column on your source file? For example if importing cash receipts I have a column in my source file pointing to the Line Amount Posted and I want the job to sum up that column by customer and put the amount in the Header…
  • 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?