• 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…
  • 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…
  • 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 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…
  • General Journal Posting - duplicating

    Has anyone run into an issue with a general journal posting that occurred months earlier now showing a different result if you were to run the report today? In January we had one entry, and if we run the report today, it shows 3 of the same entry. For…
  • 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…
  • Object Reference & Table name for Customer Price Schedule --> Pricing Method --> Price Discount Amount

    Hi All, Need object reference & table name for Item Maintenance --> More --> Item Pricing Maintenance --> Customer Price Schedule --> Pricing Method --> Price Discount Amount to pull the discounted price by running the script. I right clicked on the…
  • Automatically Distributing Lot Number in S/O Invoice Data Entry through Visual Integrator

    Hello All, I've been trying for the last two months to figure out a way to automatically distribute lot numbers by FIFO in S/O invoice data entry using visual integrator. We don't create a sales order before creating the invoice. Each of our inventory…
  • 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…
  • 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…