We are on 2013 version 5.00.3.0. We would like to be able to import sales order from an excel workbook. Is this possible? If so, can someone explain?
Sales orders can be imported using Visual Integrator, if you can format your data properly (we typically use CSV's).
It is very easy. Here is a tip, manually enter a sales order. Write down the fields you have to manually enter data and in what order. Those are the only fields you will need and the correct order.
I'm pretty new to Sage. So if you have your data in a CSV file in the correct order for entry, you set up a job in Visual Integrator to import it? Do I use so_autogenerateorders as the table? When you import is there set-up that has to be done to auto-assign a unique sales order number?
Also, we will already have most of the needed data in excel. Is there a way to import directly from excel without first converting to a csv?
Yes, your reseller can show you how
Our reseller doesn't know how to import the sales order and get a new sales order number to generate automatically. Will we just have to call Sage directly?
So if you have your data in a CSV file in the correct order for entry, you set up a job in Visual Integrator to import it? Do I use so_autogenerateorders as the table? When you import is there set-up that has to be done to auto-assign a unique sales order number?
I seem to vaguely remember trying to set this up once. If memory serves:
SO_SalesOrderHeader is the table, but to get the Next order number assignment to work (when there are multiple detail lines per order) required some tricky handling of logic with Temp fields and conditional statements. I believe you only have to call for the Next order number when it is a new order... so you need your source file to be sorted with a way of testing for whether a line is a new order.
SO_SalesOrderHeader is the correct table. If you set up your file with header and line information separate, then you can use the NEXT function fairly easily.
From the Knowledge Base:
How to use the Next operation in Visual Integrator
Open the field such as Invoice Number or Order Number and set Operation to Next
Click Accept button
Visual Integrator will track each Header field in import job that is set to Replace
The Next value is assigned whenever any of these Header fields change values in the sourcefile.
Note: The Next operation is reserved for fields such as Order number or Invoice number. It cannot be used to get Next Batch Number. If the Next Batch Number is desired, simply set operation to Assign and leave the default value blank. Unfortunately, this will create an empty batch 00000 if selecting Test which will clear when all the existing batches are updated.
*Community Hub is the new name for Sage City