• 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 job to import employee rate changes.

    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!
  • Visual integrator and date fields

    I am converting some payroll export jobs from v2017 to v2019. In v2017, fields such as PR.PER_CHK are shown in VI as type DATE. In v2019, the replacement field PR_PayrollHistoryHeader.CheckDate is of type STRING. My converted job fails to export data…
  • Is there a problem with having multiple employees with the same SSN in Sage when only one of them is marked active?

    I'm asking this question as a correlation to this other post (titled: "Is there a way to change employee numbers in a VI job based on SSN?"). We're running into an issue where Sage no longer deletes employees marked as "Terminated" during year end processing…
  • 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?