Sage 100

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  • 1.  Customer recently started using National Acct Bill

    Posted 07-24-2017 18:57
      |   view attached
    Customer recently started using National Acct Bill To's in AR. has been working for about two months now. They want to pull sales data for the past six months now via Bill to. So I am trying to populate AR History header with the Bill to information. My VI import fails with the error message below. Can any one decipher it? I am importing Invoice #, sequence #, assigning a division number and importing the bill to code. Thoughts?


  • 2.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 03:46
    How are you tracking Customer Sales History in AR Setup, by Bill To or Sold To? Sounds like the primary key is Sold to, hence the error. Also, not sure why you're importing into AR Invoice History, which should already have that info if feature was enabled.


  • 3.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 04:50
    We started populating the bill to fields about two months ago. I thought it would be a slam dunk to go back to the beginning of the year filling in the blanks so that you could run a history report based on one selection parameter instead of keying in 30 customer numbers.


  • 4.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 05:59
    Sounds like you're configured to track sales by Sold To, so your import would need the Sold To customer info in addition to Bill To. Invoice # by itself is insufficient to identify record, as same invoice # can be used with different customer codes.


  • 5.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 06:13
    So you are saying if I add the sold to number to the import, my chances of success are much higher?


  • 6.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 06:29
    Yes.


  • 7.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 10:27
    The key to the Invoice History file is strictly the Invoice and the HeaderSeq, so if the Sold To helps, it's not because it helped identify the record. I was able to do an import in 2016 using just the invoice number, hard-coding the HeaderSeq, and importing in the Bill To. I didn't even have the link setup for one of my lines and it still worked.


  • 8.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 10:43
    Actually, haven't had to circle back for the response but adding the customer number to the import did not help. Will try hard coding the HeaderSeq next.


  • 9.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 11:36
    Error: ""The Child data source is not on file"" when importing BIllToDivison and BilltoCustomer into AR_InvoiceHistoryHeader Products Sage 100 Description Error: ""The Child data source is not on file"" when importing BIllToDivison and BilltoCustomer into AR_InvoiceHistoryHeader via Visual Integrator for Sage 100 Resolution This issue was resolved in the following Sage 100 versions: Sage 2015 Product Update 5 Sage 2016 Product Update 2 See related Articles below to download the appropriate Product Update Related resources Download Sage 100 2015 Product Update 5 Download Sage 100 2016.3 Download Sage 100 2016 Product Update 2 Category Data and database Import, export Entitlement Open Defect ID 105676 for Sage 100 2016 105627 for Sage 100 2015


  • 10.  RE: Customer recently started using National Acct Bill

    Posted 07-25-2017 12:34
    Thanks @MarkKotyla - Will take a look at what v2015 PU they are on.