Sage 100

Has anyone had experience taking an entire customer data base from Balance Forward to Open Item?

Not sure how well this answers the question, but what about changing the setup to open then import the flag to open in each customer record. Since it is balance forward, there shouldn't be a lot of details in the open invoice table to be concerned about. Biggest concern is whether you can import the flag chang.

Same feedback as Jeff. I think I've done this without issue (many years). I am not sure what pitfalls there are to this but it seemed to work ok. Definitely test first and have customer ok -- print statements, aging, apply sample cash receipt.

Thanks for replying. Sage also indicates to change field 30 in the AR Customer file. Import should not be an issue as it is one of the default fields that show up when importing to the AR_Customer file. In AR_OpenInvoice, they want records with InvoiceType$ = BF changed to ""IN"" and Records with PY changed to ""PP"". In AR_TransactionPaymentHistory, they want records with Field 4 - InvoiceType$ = BF values changed to ""IN"" and Field 10 Transaction Type$ changed to ""I"". For records with Field 4 InvoiceType$ = PY they want the value changed to '""PP"" and Field 10 Transaction Type$ changed to ""X"". In AR_AlternateInvoice, they want any records with Field 6 InvoiceType$ = BF changed to ""IN"". Because the InvoiceType field is Part of the key in these files, I'm thinking in each case I will need to Export the file, modify, reinitialize old file and import back. I haven't given a lot of thought as to what effect not changing the last three files would have. In the past I have hand edited the occasional record that popped up when AR got set to mixed. In this case, I inherited a client with the whole customer data base set to BF and one of the first things they complained about was the lousy Sage 100 Statement. I am going to try the export/import route and if I come up with a kit of tools that work, I will upload it.