• Looking to Export AP Payment Transaction History-System Limiting Export

    When exporting payment history for AP I am only getting a few years information. If I run a report I can see the system has 20 years worth of data but its only giving me 2+ years which is more like just the time frame for viewing in the system. I tried…

  • How to Run Visual Integrator from .bat file

    Hi,

    I am trying to update my VI Job. I have it automatically running from Task Scheduler on my old server.

    I am trying to run it on my new server called NEWSAGE with port 9021 for Sage 100 2021 Premium. Here is my script below:

    C:
    CD "C:\Sage\Sage 100…

  • VI Invoice Counter on export of AP_CheckDetail

    Hi Everyone,

    I am trying to export the AP_CheckDetail and CheckHeader information but I need to have a counter on the invoices.

    There is a field NumberOfDetailLines but if the Check has 5 invoices this field shows 5 but I need to have each invoice listed…

  • 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…

  • VI Job error WO with Bill Revision

    I'm trying to create a job to change dates for Work orders. Some WO through errors like this when the Revision Code has any letters. Some of our revisions are just numbers like the ### but some do have some letters which are allowed in the Bill of Materials…

  • Visual Integrator job to import employee rate changes.

    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!

  • Visual Integrator: Creating a job that imports invoices into AP Invoice Data Entry

    Hi all, 

    I hope everybody is doing well. I apologize in advance if I post this in the wrong section. 

    I recently discovered the Visual Integrator module for Sage 100 and have been trying to learn how to create a job that imports an Excel spreadsheet containing…

  • 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 do this…

  • 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…

  • Sage 100 2020 VI for JT Tables

    Hi, I am attempting to export the JT_Template table to turn around and import the file in another company.  The only field not coming through the export is the Text field from tab 6 of WT Template Maintenance.  The field in the Data tab of the export says…

  • Visual Integrator Import Sales Orders Referencing a Master Order

    I use VI to regularly import sales orders. In this case, I would like to reference an existing master order, as the only data that needs to change per order is the header comment. As I have several master orders to reference, it would be nice to populate…

  • VI for Transaction Entry

    Hello,

    I setup a VI import Job for Transaction Journal Entry and it was working fine until recently. It is taking the offset account number and using it for the line account number as well. I am telling it to get the number from column, but it ignores…

  • How to obtain Quantity of Items Sold and Issued with Custom Date Range

    I am trying to export a report, by vendor (or product line), of the quantity of items sold AND issued for the last 12 months. We would like to be able to export it using any custom date range that we want. What is the best way of getting this data? I…

  • Sage100 Visual Integrator: Where to put ship to informaton?

    OK. This has me flustered.

    I have figured out how to use Temp fields in Vi for Sage 100 2019 to create a single SO that has multiple items on it. The data source I'm using has a separate row for each item purchased, and my current VI job creates one SO…

  • Table for "Promoted to Order On", VI and Making Excel Reports

    I am trying to make an excel sheet (ideally a custom report), which shows the amount we invoiced every day, and the amount that was promoted from quote to sales order every day. Grouped bar graphs is what I'm trying to achieve. 

    I figure the easiest…

  • Append Date and Time to VI export using Perform function?

    Running SAGE 100 v2018 and exporting a file using VI that requires the current date and time be appended to the file.  Is there a way to accomplish this using the Perform option within the VI Export job or do I need to create a separate batch process once…

  • VI job to change all customers for a sales person to email invoices - Paperless Delivery

    I am trying to figure out how to create a VI job to be able to change all of the customers for a sales person to email Sales Order & S/O invoices.  I've tried exporting AR_CustomerDocuments and AR_CustomerDocumentsContacts, but neither of those seem…

  • Business Insights List Query

    Hello!

    I am trying to find a way to automatically export sales order data (specifically ship date) from business insights sales order view into a locked excel document provided by my customer.

    It would be nice if i could filter a whole list of orders…

  • 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…

  • Can you add new products using Visual Integrator?

    I need to add several hundred product from our website into sage. I can export product codes from our website, and I'd prefer to format descriptions on one master excel sheet. Can you "mass add" products using VI? I'm a bit new to VI, so I wanted to ask…

  • Work Ticket Entry – Import using Visual Integrator

    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…

  • Posting One Journal at a time...

    I've uploaded multiple Journal Entries from the VI. How can I post only 1 at a time? (in the example below, I am ready to post GJ-000005, but not GJ-000004 just yet) Will Sage 100 post whatever is in the queue even though the JE contains zero or has been…

  • VI Import chain via batch file launched by windows task scheduler.

    We have a long time customer that has been running a batch file that launches a VI job.  The first job chains to another and so on for several jobs.  They are and have been Sage 100 premium, we just upgraded them to 2020. The batch file works and all the…

  • When using VI for AP import is there a way to flag duplicates?

    We have several people importing AP invoices and we have had a few instances that invoice was imported a second time. Does anyone know of a way to get these to flag for duplication?

    Brenda

  • Using VI to Import Cash Receipts

    Can a VI job be setup to total a column on your source file? For example if importing cash receipts I have a column in my source file pointing to the Line Amount Posted and I want the job to sum up that column by customer and put the amount in the Header…