• 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…
  • Using a Sage UDT (Sage Premium SQL table) as a source for a VI job?

    How can I use a Sage UDT SQL table as a source for a VI job? 

  • 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…

  • Anyone using Time Track for Job Costing, but exporting the time track entries for outside payroll service to process payroll

    Anyone using Time Track for Job Costing, but exporting the time track entries for outside payroll service to process payroll? 

  • 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…

  • Adding a perform with two select statements in Sage 100 Visual Integrator

    Client running Sage 100 v2018.  Trying to export purchase order information based on two select criteria that is outside standard fields.  I'm able to create a Perform for the individual selections and when I add one of the two perform functions to the export…

  • 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…

  • 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…