If you frequently need to import pending cash receipts from your customers the best tool in Sage 500 is Data Import Manager. Once your Data Import Manager module is activated and configured to run on your SQL server all you need to do is create a new source connection and import job. This will allow you repetitive import by simply running Process Import Job task. Sage 500 comes with a sample Excel spreadsheet (C:\Program Files (x86)\Sage Software\Sage MAS 500 Client\DI\Samples\MinimumAllStgMappedPendingARCustomerPmt.xlsx) that can be used as a template for a source connection.

After the source connection has been created an import job needs to get created by pulling in the source connection and selecting Destination Entry=Pending Customer Payments. Then map the staging tables and columns using the appropriate mapping type. In the grid on the Table Mapping tab, select the staging table to be mapped. The source tables associated with the staging table appear in the Available list. Use the column mapping tab to determine how columns are mapped between the staging and source files.

Data Import Manager Installation and Configuration info can be found in Sage 500 ERP Installation and System Configuration Guide.pdf located under C:\Program Files (x86)\Sage Software\Sage MAS 500 Client\User Guides folder.

Cheers,

Zenon

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