• Zip Code Removal on US Country

    Hi, I'm having an EDI PO import error that says zip code "33966" for Fort Myers FL is used in more than one country. I exported the SY_ZipCode table and found it listed for both US and USA. Would someone be willing to suggest a method for removal…
  • Sage 100: Dropping in Employee Maintenance Data using a CSV or Excel file

    Anyone have any experience with using an excel or csv data base spreadsheet to import employee maintenance info into Sage 100? Looking to save some time for a large client. Name, Address, SSN.. Thanks!
  • exporting invoice detail lines

    is there a way to export the line details on current open AR invoices. When I use Business insights the current open AR invoices just give the balance of the invoice not the line detail for those invoices. If I use invoice history I get more then open…
  • Visual Integrator Chain to & Change company code

    Is it possible to change the company code during a VI Chain to event? We have a process of importing data into the SO tables in one company code and then updating a field in the PO Header of another company code. I'd like to use the VI Chain To field…
  • VI JOB Cash Receipts Import - How do you set up the job to validate INVOICE TYPE in the user's source column/field to be either IN or PP and never blank or null?

    Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…
  • VI Import Job Expression Builder IF THEN ELSE Statement

    How can I use an IF THEN ELSE statement in the Expression Builder when importing a job? I keep getting a syntax error. For my current example: I'm looking to import item shipping weights. I already have my import value assigned to Temp001 . So now I…
  • How to automatically create Work Ticket in Production Management from Sales Order using BOI

    I have built an order importer that automatically creates sales orders based off of an EDI file from our customers. It works great. We are currently upgrading Sage 100 to include Production Management Plus and I want to be able to add in the ability to…
  • Import PO using Visual Integrator

    Trying to import POs with different Units of Measure in the lines. Inventory item is set up with Purchase UOM TON and Sales UOM LB. For some reason, the imported PO has a quality error (when UOM is different from the Purchase UOM, it multiply the conversion…
  • Can I use SAGE 100 Visual Integrator to export data from Job Cost's JobHistoryTransDetail table to a SAGE 100 User Defined Table?

    I've encountered problems while trying to use SAGE 100's Visual Integrator to export data from Job Cost's JobHistoryTransDetail table to a SAGE 100 User Defined Table? I need to export all of the JobHistoryTransDetail table records for a desired date…
  • SO VI Import not importing Quantity or Price

    Hello, I've created a VI job to import Sales Orders. All fields work perfectly with the exception of the Quantity and Price. The import log shows both fields as blank, even though the amounts are in the selected columns. I also tried setting the amounts…
  • Job Cost Detail History tied to General Ledger Detail

    I have a client who is migrating from Sage 100 4.5 to Sage Intacct. I'm trying to take Job Cost lines posted to the GL and break out (tag) the summary lines by job number and cost code (dimensions). But when I look at the JC tables such as JC Transaction…
  • PPP Loan Forgiveness Application Data

    Sage 100 - P/R 2.20 After reviewing the Loan Forgiveness Application and Instructions, I am finding I need data which should be in P/R but am unable to locate. It appears all of the Reports are for quarter summaries and I need to access data from…
  • Export DB linked data of an existing Report?

    I want to pull the raw data behind Inventory Valuation by Period report into excel so that i can run a pivot table off of it. I want to be able to format according to my needs but also refresh it as we close each month to see the trends. I was trying…
  • Importing Sales Tax Rates

    FormerMember
    FormerMember
    We are looking for a way to import and update our sales tax rates for Sage 100. In California we have many municipal tax rates that need to be updated. Is there a way to import the sales tax rates into Sage 100?
  • Creating a new company from some of the historical data.

    I have a client that has recently been purchased by a larger entity. The new company would like to change the fiscal year and purge all historical detail from before the acquisition. Their preference is to start a totally new company that only has detail…
  • How to Chain VI Export Job to Import Job

    It looks like the Chain utility only allows chaining multiple Import jobs OR multiple Export jobs. Is there a way to chain an Import job to an Export job or vice versa?
  • How to import invoice date in an AP_ ManualCheckHeader VI Job

    Hello all, I have just created a VI job to import invoices and corresponding manual checks. The invoices have a separate date from the check date. The VI job seems to only acknowledge the check date, using the same date for the invoice and the check…
  • Excel Query for Payroll Information and History

    Hello. We are attempting to get two years of pay history out of Sage 100 as well as other employee information. I have attempted to use an Excel Query, but I really have no idea what I am doing. Where do I go to find an expert that knows how to retrieve…
  • Unable to set Orderdate in SalesOrder in Sage100

    Hi All, I am trying to set the value of OrderDate while importing Sales order. Record imported successfully, but order date does not reflect in Sage100. It remains the same as previous order date. I don't know where I am wrong. Please help me. Do…
  • 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?