x Want to participate? Join the group to interact
Options
  • State Not Answered
  • Replies 17 replies
  • Subscribers 97 subscribers
  • Views 1322 views
  • Users 0 members are here
Browse Forums
Announcements
151
topics
113
replies
General Discussion
5k
topics
13k
replies
Payroll & Tax
633
topics
894
replies
Reporting and Analytics
574
topics
1k
replies
Service Alerts
1
topics
0
replies
Software Development Kit (SDK)
436
topics
673
replies
Year End
84
topics
128
replies
Meredith Koerner

Importing Sales Orders - Unit Price and Amount are coming in as negative values rather than positive values, and what is the Number of Distributions value used for on a Sales Order?

Posted By

I am new to Sage 50 and trying to help this small business to import sales order information.  I started by identifying the fields that I thought we needed and then I exported that so that I had everything in the right sequence.  I don't see a place when entering a sales order manually, to enter a value for Number of Distributions, yet when importing, an error message told me that I needed this field.  I just added it and included a default value of 1.  Do you see any issue with this?  Then secondly, my values in the csv file for Amount and Unit Price were positive, but when imported they were switched to negative.  Any idea what causes that?  Certainly I could change my values in the spreadsheet to be negative, but I would rather understand why this is happening and fix the root cause.

Thank you for any insight.

Parents
  • 0

    The number of distributions is how many lines of detail  are on that one invoice. So if  invoice number 566 has 3 line of sales details, the number of distributions for all three lines is 3.

    In Excel before you bring in a sales order or invoice the amount column must be a negative value. So you have to add a column and in that column use the SUM function to multiply the positive amount *-1. Once all the amounts are populated with negative amounts you must copy that column and paste the Values in a new column because Sage can’t import an Excel calculation. Then delete the columns that are now irrelevant.

    Importing data is not easy so keep trying, you’ll get it. I always make a backup of my data, then restore to a New Company. Once you restore it, let Sage automatically open the new company, then go Neutral face Maintain company info and type TEST before your company name. Save it, close the company. Now when you open Sage you can browse to your original and test company l.

    Good luck,

Reply
  • 0

    The number of distributions is how many lines of detail  are on that one invoice. So if  invoice number 566 has 3 line of sales details, the number of distributions for all three lines is 3.

    In Excel before you bring in a sales order or invoice the amount column must be a negative value. So you have to add a column and in that column use the SUM function to multiply the positive amount *-1. Once all the amounts are populated with negative amounts you must copy that column and paste the Values in a new column because Sage can’t import an Excel calculation. Then delete the columns that are now irrelevant.

    Importing data is not easy so keep trying, you’ll get it. I always make a backup of my data, then restore to a New Company. Once you restore it, let Sage automatically open the new company, then go Neutral face Maintain company info and type TEST before your company name. Save it, close the company. Now when you open Sage you can browse to your original and test company l.

    Good luck,

Children

*Community Hub is the new name for Sage City