• VI General Ledger Journal Entry Import - JournalComment Issues

    Hello Sage 100 Community, I've been tasked with creating an Excel import sheet for Journal Entries. I've used the following layout: Account No. Debit Credit Posting Comment Journal Comment 6570-00 500.00 0.00 Test comment…
  • VI import to JC Trans Detail Cost Type invalid

    New install bringing in JC Trans Detail seems to think all entries are change orders and change orders can only be Cost Type S (subcontractor). Errors on all transactions that are not Cost Type S.
  • Assign the correct Tax Schedule in Visual Integrator

    Hey All, I have a VI question. I have a pretty decent understanding of import jobs, but this one has me stumped. For our eCommerce website, we now have to start collecting sales tax in states where we meet economic nexus, and bring those taxes into…
  • VI Error, L record AddLine() Failed. Missing or invalid header.

    I am trying to import payroll as I do every pay period. But for some reason I keep getting this error today. My VI import job for payroll has not changed, and has worked for years...until today. Any direction where I could get some help to fix the issue…
  • Visual Integrator not importing all rows to SO_Invoice

    I'll probably rebuild this process as a BOI but.... this is just so perplexing I'd kind of at least like tug the thread and see where it leads. Environment: Sage 100c 2021 v7.05 I have an ETL process that brings the invoices in from our mobile invoicing…
  • 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 Job for PM Work Ticket Entry

    Can anyone help me with importin in PM Wok Ticket Entry? I've created the Temp H file, but it gives me an error "HS Record Invalid"
  • 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…
  • Upgrade from Sage 2016 to Sage 2023?

    I started working here 3 years ago, and there was an existing Sage 2016 installation. I've been meaning to upgrade it since I started here, but just haven't taken the time to do it. Yesterday I received a threatening email from Sage about TLS, and there…
  • Invoice import through visual integrator not hitting ledger accounts

    I have been trying to import invoices from one vendor through the visual integrator, I can pull up the invoices in vendor maintenance in accounts payable but the transactions are not posted to the ledger accounts. I visited invoice register to post but…
  • vi job export - custom fields - group by

    1) For inventory, I'm trying to get the sum total of all inventory in warehouses where warehouse number in (100,200,300). Additionally, my formula for getting the inventory is: IM_ItemWarehouse.QuantityOnHand -IM_ItemWarehouse.QuantityOnPurchaseOrder…
  • VI job does not import Serial Numbers

    I'm going through a process of converting several Standard Cost Parts to Serialized in our system for each of our warehouses. I've adjusted the items out manually using a transaction entry. I've changed the valuation from Standard to Serialized using…
  • how to give my user permissions to run a visual integrator job from the command line

    I've worked to get my VI job to run by following the instructions here: https://support.na.sage.com/selfservice/viewContent.do?externalId=19387&sliceId=1 This is the command I run: "C:\Sage\Sage 100 Workstation\MAS90\Home\pvxwin32.exe" -hd ../launcher…
  • VI Import Not Recognizing All GL Account Numbers

    Trying to upload a budget file. However, when I test the upload I am getting errors where the 3rd segment of a GL account number is being left off and causing the error XXXXX-XX- is not on file. However, other GL accounts are loading just fine. Our…
  • VI Import General Journal Entry

    I'm trying to create a VI Import job to bring in some general journal entries but can't seem to figure out to grab the next Entry No automatically like I can with Batch Numbers and Invoice Numbers. I can't get them to import properly without actually…
  • VI import Job for AR Invoicing without an Invoice Nbr on input file

    I've been tasked with creating an AR Invoice import job with the input file not having an invoice number. Looking for a way to have a "Run Assign" field that would prompt for the next invoice number to use and then increment that number upon change…
  • VI Export Job: Issue Linking Tables

    I am needing to run an Open Balance Export job that contains specific headers that are located on different tables. The primary table I'm using is the `AR_OpenInvoice`, to which I am attempting to link to the `AR_InvoiceHistoryHeader` table. The problem…
  • VI Import AP Credit Memos

    Have the following source file (CSV) 2 questions: 1 - I want to import the Invoice No and append "-CM". Is this possible? 2 - Importing the lines Distribution Amount from the Credit Column. How do I reverse the sign so it comes in as a negative…
  • Purge specific records from AR Invoice History-VI or SQL?

    Running Sage 100 Premium 2021: need to reduce the size of the AR Invoice History tables. The purge invoice history utility is good as far as it goes, but I need to remove invoices for only one division that creates thousands of repetitive invoices monthly…
  • VI Cash Receipt with only Invoice #

    Client is running Sage 100 v2018 and have asked for a VI import of cash receipts. They scan in information and save it as a csv. However, the information does not include Customer Number...only Invoice Number. Within the Sage 100 Company where the data…
  • Import AR credit memo detail lines from history?

    I am hoping to streamline my VI script designed to import AR credit memos. If entered manually I only enter CM <Next Invoice>, Customer Number, Apply To Invoice. I am then asked "Do you want to copy invoice information from history?" Clicking Yes allows…
  • Override Unit of Measure in Visual Integrator

    I'm doing an import job maintenance. Our PO has the field L.QuantityOrdered as 12 and L.UnitOfMeasure as "EA". In Sage, the Item has a Sales UOM of "CS6", which translates to 6. So when we import the order, the PO means 12 total, but the system…
  • VI *.SQL Files Are Not Being Migrated To 2021

    I have seen two different upgrades affected by the *.SQL files under MAS90\VI failing to be migrated to the 2021 MAS90\VI folder during upgrades. Anyone else encountering this? The manual solution is to just copy them but I don't recall having to…
  • AR Invoice Import

    I feel like I should know this, but for some reason I'm struggling with this VI job. I am importing into AR Invoice Data Entry. My file has over 400 lines in it. What I want to happen is have the import assign the Next new invoice number, once. However…
  • VI Export Job - Conditional export of two data fields into one column

    I want to export SO_InvoiceDetail data. In one of the columns, I need the value to be the ItemCode, unless there is an AliasItem, in which case I want the AliasItem to be exported in the column. My export currently looks like: InvoiceNo - Col 1 ItemCode…