Sage 100

Is there a way to import the Customer Exemption Numbers? The data file the customer has provided contains the Sales Tax Schedule, but I believe we have to import into the AR_CustomerShipToExemptions file, which contains the TaxCode. The customers Sales…

Hello, We are attempting to export all invoices for a specific customer from the Invoices tab of A/R Customer Inquiry using the Excel button. However, the output in Excel produces a date in the Amount column for all invoices. How can we fix this issue…

I have a client that wants to set up ACA in Sage. They have several hundred employees so I was hoping to use the VI jobs to import the information. The knowledge base article (Solution ID: 224924550061699) that has the path to the VI jobs, references…

How can i import vendor invoices from a spreadsheet

Can we set this up to export a file every day? I checked the Task Scheduler in Library Master but I do not see it listed there.

DATA TYPE FIELD TYPE OPER NUM STD ASSN

I am using visual integrator to produce an export file. The check amount field is dropping of the period and the zeroes when it is an even check amount. check amount 58.56 will export 58.56 but check amount 58.80 will export 58.8 and check amount…

I stumbled upon another post that described hard-coding or allowing a user to manually type in a deposit number when chaining two VI-Import jobs together for a Cash Receipts import. We are not wanting to go this route as in our case the deposit number…

Good afternoon, I am troubleshooting how to create a NACHA file out of Sage. I have been able to export an ACH File from Sage, but I need to have a file type of NACHA in order to upload to our bank or else it errors out. Has anyone else ran into this…

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…

Is there a way to create multiple accounts at once in Sage 100? We are creating a new business branch, and we need to create all income statement accounts for the new branch. Is there a way to add all of the accounts we need using an upload template or…

We recently upgraded from Sage 2018 to Sage 2022 version. In the 2018 version there was no "State/Province Code" maintenance task because there was no country/state relationship table. When you needed to enter a new Zip Code in Sage 2018 you would pick…

We have a client that would like to export their customer credit card information from Paya's Vault so that they can upload it to another payment processor. They do NOT use Paya for their payment processing at this time, they just store the credit card…

Running Sage 100 v2018 and have a similar issue that was resolved about 6 months ago..."VI Export Job - Conditional export of two data fields into one column" originally posted by SO1. My situation is similar with a twist. I am looking to export data…

Running Sage 100 v2018. Client has AP Divisions turned on and has multiple vendors with the same Vendor No. but different Division (01-1234567; 21-1234567, etc.) When exporting Vendor information through VI, they would like to only have one instance of…

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…

Running SAGE 100 v2018 and am trying to export data from the AP_OpenInvoice table where the CheckNo is not blank. I've gone into the Export Select tab, selected CheckNo, selected the Relation as "Not Equal (<>)". For the Selection Value I've tried leaving…

Our Accounts Payable Specialist tried to export a positive pay file and received the following error: "Unable to create the export file using sequence number 0 through 9. You may need to rename or remove existing export files and run the export again…

I am working on building two VI Jobs that will automate our Cash Receipts Entry process. The first job inserts into the AR_CashReceiptsDeposit table, the second will insert to AR_CashReceiptsHeader so our AR Manager can simply spot check for accuracy…

How do I import the calculation method and commission rate for items? (IM Setup has been set to calculate commission by item) CI_Item does not contain those fields.

Running Sage 100 v2018. We receive an import file containing AP Invoice information. Within the import file there is a Purchase Order number. I am trying to figure out a way to match the PO number from the import with the PO number within the PO_ReceiteHistoryHeader…

Hello, I'm working on a VI Job to import a csv list of active Sales Orders with Sales Order Number, Line Key, the current Item Code, and the new Item Code we want to replace it with. It worked fine in our test environment except for the quantity ordered…

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

I'm working on trying to export purchase orders that need to contain both line detail as well as the Total Amount of the PO but it appears the Total Amount is not a selectable field in either PO_PurchaseOrderDetail or PO_PurchaseOrderHeader. The client…

When chaining import jobs I thought they run concurrently without you having to manually clicking to accept the next import? I am pretty sure it ran through the imports the first time I did it, I did add another import to the end of the chain, would this…