Newbie curious about capabilities and how to proceed

SOLVED

Hi All,

Our company is wanting to automate a few of our tasks, and we are looking into Sage 100cloud as our accounting/ERP software.

Before we proceed, we'd like to know how feasible it will be to implement what we're hoping for.

With external code (preferably through VBA, if possible?) we're hoping we can do the following:

  • Read the latest Sales Order number
  • Read the latest Purchase Order number
  • Import Sales Orders into Sage from a csv file
  • Revise/Overwrite Sales Orders from a csv file
  • Import Purchase Orders into Sage from a csv file
  • Revise/Overwrite Purchase Orders from a csv file

Note: we have full control over the format/structure of the csv files

If this is possible, how would we proceed? Would we need to become a Sage Development Partner?

I certainly appreciate any and all help Slight smile

Thanks much,

- Nick

Parents
  • 0

    You can do this with a csv file and Visual Integrator.  This could be done with a script but as you are new to Sage 100 you would probably have to get someone to write the script for you. You don't need to know the latest Sales Order number or Purchase Order number as the system will pick that up for you. You can update a Sales Order or Purchase Order and if you want to update the lines you would need the line key.

  • 0 in reply to BigLouie

    Thanks for your reply, BigLouie!

    However, our main goal is to prompt and/or run these scripts in an Excel based program rather than through the Sage 100 UI, so I'm not sure we'd have access to the Visual Integrator?

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