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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…
I am receiving an error message when clicking on any template in the task scheduler. Here is what happened.
How it happened:
Library Master > Task Scheduler > I ran IMPORTITEMS (worked great until I put all the imports into script).
It has been…
Hello, I am running into an issue when importing vendors. We are mass importing items along with the vendors, but are running into a block on the vendor import.
It appears that this popup might be blocking the vendors from being imported. Is there…
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…
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…
Finance charges are setup to be a fixed amount; however some customers should be exempt from finance charges. I can't find that I can import into the finance charge field. I want to import $0 for these customers. You can manually change the amount in…
Client just upgraded from 2019 Premium to 2022.2. This Cash Receipt import was working on the prior version. It is basically line for line what I have with another client on 2019 Adv which IS working and same as what I just tested on my Std 2022. I have…
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…
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!
Hi all,
I'm new to Sage 100 and trying to become more efficient at my job. I learned recently that it is possible to import a bank statement onto Sage 100 and automatically create invoice entries for them. After doing some preliminary research, there…
Hello,
I have created a VI job to import into PO Receipt of Invoice and encountered a problem with assigning the OrderLineKey from the original purchase order. I have it working if I manually provide the order line key in the import file but need to…
I am working on importing into Work Ticket Header in Sage 100 version 2020 Premium working with Production Management. I am trying to create the same action that occurs in the user interface of Work Ticket Entry in Production Management. In the UI of…
Has anyone used the new v2020 feature under File, Desktop Utilities, Customization Import? I have an upgrade from 2017 to 2020 and have classic users on the 2017 version with shortcuts and the boxes to check for importing are blank. There doesn't seem…
I am using VI to Import an SO Invoice batch. The batch is automatically being created as an Invoice batch (batch type I). I need it to be a Shipping Batch (batch type S). I don't see anywhere where that can be assigned in the import job. Other than DFDM…
Hi everyone,
I'm using Sage 100 ERP 2013 and I'd like to remove the price overrides for about 10 specific customers. The customers have customer numbers that aren't sequential, but are scattered, in case that matters.
I want to do this in a safe,…
On Sage 100 Advanced 2018, 6.00.5.0. Most of my experience with VI has been rather basic, updating or adding customer accounts, but I also have written scripts to import to Repetitive Invoicing Entry and Cash Receipts. However that is using data that…
Having an issue with Cost Codes in an import into Job Posting Entry. The cost codes, with "-", are longer than 9 characters, and I do have the Skip Source Data Transaction checked. It still did not like the Cost Code, so I did a calculated field where…
I am work with VI to import AP invoices. One of the required Fields is the GL Account Key. I am looking for a way to look up the GL Account Key to be entered into the record for importing AP Invoices into Sage 100?
Hello all,
Need some help. Hoping someone else has seen this before. Trying to use a VI import on a table I haven't imported into before. Asked if my Job_Name was a new VI job. Hit Yes and... POOF. Pop up error.
Unable to instantiate BO_BillOfLadingMargin_bus…
Have upgraded a client who uses a spreadsheet to import payroll. They have about 10 columns, so have about 10 linked payroll imports. In the prior version, the Deductions were Yes'd on the last import (Regular pay), because it assumed everyone would have…
The original statement we have is as follows - Temp001$=“458”
I want to include "459". How should the formula look?
Temp001$=“458, 459"
or
Temp001$=“458” or Temp001$=“459”
I'm running into a problem with an import job from Excel where the VI Job passes in Test mode but not when executed.
If there is more information needed please let me know and I will try to get it. Keep in mind that I was not fully trained in this…
I am able to import records into the WOS and WOU files individually through visual integrator, but the issue I am having is how to determine the Line Index for the WOU file. I can get the index from the WOS file after I import it in, but I would like…