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SW1

Importing Purchase Journals

SUGGESTED
Posted By

I'm attempting to import a purchase journal, I've included the mandatory fields listed at  What are the Purchase Journal fields for Import / Export?

So these are the ones I have included:

Vendor ID,Date,Date Due,Accounts Payable Account,Number of Distributions,G/L Account,Quantity,Item ID,U/M ID,U/M No. of Stocking Units,Description,Unit Price,Amount,Recur Number,Recur Frequency

I had originally included this field as well: Invoice/CM #

However it kept getting stuck so I removed it from it completely in order to figure out what's wrong. It keeps asking for it even though I've removed it from the chosen fields when importing and it's not included in the .csv . It keeps getting stuck and stuck and now I can't even figure out what's wrong with it because it has no reason to keep getting stuck there. 

      

Any help would be appreciated. 

  • 0
    SUGGESTED

    It has every reason to get stuck there.Wink

    I can't see the values in the "Number of distributions" column, but for the sake of argument, I'll assume it's 1 all the way down.

    You haven't included the column for "Invoice/CM distribution." Without the additional logic of that field AND the Invoice/CM # field, the import doesn't know where one invoice ends and the next begins. 

    I haven't expressly tested it, but that would be my educated guess--that you can get by without the Invoice/CM# OR the Invoice/CM distribution, but you can't do without both. In the absence of both, the import doesn't know which transaction is which. 

  • 0 in reply to John Parr
    Vendor ID Invoice/CM # Invoice/CM Distribution Number of Distributions Date Date Due Accounts Payable Account G/L Account Quantity Item ID Description U/M ID U/M No. of Stocking Units Unit Price Amount Serial Number Recur Number Recur Frequency
    SP100 1 289 11/26/2018 12/26/2018 20000 12000 0 *** OLD WORLD MARKET *** 1 PLT US ROAD 1 0 0 0 0
    SP100 2 289 11/26/2018 12/26/2018 20000 12000 3 BICUS01 BIRD'S CUSTARD PDR 300G CS 12 12 30 -90 0 0
    SP100 3 289 11/26/2018 12/26/2018 20000 12000 3 BICUS02 BIRD'S CUSTARD PDR 600G CS 12 12 57 -171 0 0
    SP100 4 289 11/26/2018 12/26/2018 20000 12000 10 HEBAK01 HEINZ BAKED BEANS 415G CS 24 24 26.4 -264 0 0

    So this is a snippit of what I'm trying to import, I've tried including the Invoice/CM # as it is now and it gets stuck at Invoice/CM #, so I tried to remove that field completely when importing an from the csv but it still asks for the Invoice/CM # like the error above showed even without it being included in the options. This is where I keep getting stuck at. 

    -

    Nvm is required an invoice number for it to import that was what the big huss what about. I was hoping I could enter one after I imported or go without that field but neither seemed to be it.  I got it, thank you for the help. 

  • 0 in reply to SW1
    SUGGESTED

    So with each invoice there are usually several lines per transaction.  So if you sell 3 items and you have sales tax, that would be 4 transaction lines.    The number of distributions would be 4.  It tells Sage 50 to go the next transaction when the 4 lines have been imported.   

    Number of distributions is not the total lines being imported. 

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