Sage 100

Have a client moving to Sage 2014 from 4.4 & working with importing the credit cards for web orders. I have the actual import to the AR_CustomerCreditCard working & was next trying to set the card as the default for the customer so it selects it by default in Sales Order Entry, but the same logic doesn't work. It gives an error on the perform command. It wants the GUID again in the AR_Customer table but I am not creating a card this time, but trying to assign it. Any thoughts? Would like to chain the imports together in VI so not looking to export in between, but use the same source data.

Not sure if I fully understand. I have a client with a similar scenario. At my client, they are hand adding the new customers and the associated credit cards, since they get so few new customers. Then the VI Import into Sales order assigns the default customer credit card automatically. In Customer Maintenance, there is a field called ""Default Payment Type"" if that is set to Credit Card, and the customer has a ""default Credit Card"", then the Sales Order should automatically import with that credit card on the sales order.

The first VI job creates the customer, the second one creates the card on that customer, the third one (used to) set the default card, the fourth one imports the order. I can get all except step 3. They don't hand key any of it.

With VI imports sometimes ""less is more"". Can you use the second import to create the card and set it as the default card in one import?

There is no field to set as default card in the same table as 2nd import. Not that I can see...