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Importing to SO_SalesOrderDetail.Extension

  • 1.  Importing to SO_SalesOrderDetail.Extension

    Posted 02-20-2024 17:13

    Is it possible to import SO_SalesOrderDetail.Extension?

    I have a client that discovered a Sage bug (Defect ID 113121 - Extension amount is wrong on a
    backordered Sales Order) that causes the SO Extensions to be wrong. I thought I could export the SO No, Item Code & LineKey, do the math to calculate the correct Extension and import back in. The import says it worked, with no errors, but it does not update the extension.

    Any Ideas?



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    Greg Stiles
    S & W Microsystems
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  • 2.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-20-2024 18:26

    I would swear I've done that before.  I don't see why it would NOT work...



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    Beth Bowers
    (269) 358-0989
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  • 3.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-20-2024 18:46

    @Beth Bowers I've done it before with a change to UnitPrice, so I assumed it would also work for Extension.



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    Greg Stiles
    S & W Microsystems
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  • 4.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-20-2024 19:19

    If you can type it manually, you can import it.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 5.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 11:54

    @Kevin Moyes yes, I agree, but that doesn't seem to be the case.

    I used the previous import I had used to import UnitPrice and replaced Extension for UnitPrice but it does not work. The strange thing is the import says all records are imported, but when I look at the records they have not been changed!?



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    Greg Stiles
    S & W Microsystems
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  • 6.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 12:01

    UoM conversion factor <> 1?

    Line Discount Percent <> 0?



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 7.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 12:12

    @Kevin Moyes all lines are Misc Items (ItemType 5) and Allow Discount Rate by Detail Line box is unchecked in Sales Order Options.

    I made sure there are no Perform Logic installed. Seems like it should be a no brainer, but there must be some logic check happening during the import.



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    Greg Stiles
    S & W Microsystems
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  • 8.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 12:16

    All access?



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 9.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 12:23

    Checking... stand by.



    ------------------------------
    Greg Stiles
    S & W Microsystems
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  • 10.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 12:32

    Allow Profit Margin Percent Override During S/O Data Entries is enabled.



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    Greg Stiles
    S & W Microsystems
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  • 11.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 12:42

    This seems like an obvious question, but I don't see that you mentioned the order of importing data. Are you importing the qty after you are importing the extension? That would trigger a recalculation of the extension and override what you import. If you are not importing the qty or the unit price, maybe Sage is looking at those and recalculating the extension from what was saved previously? You might try adding the qty and unit price prior to the extension so the last thing that happens is the extension.  



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    David Overholt
    DWD Technology Group
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  • 12.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 13:03

    @David Overholt that is a good thought. If it was recalculating the extension it would fix itself. The extension right now does not foot. The bug I mentioned in the original post causes the extension to be incorrect. I am not importing the qty or unit price, just the extension, because I was thinking those are correct and do not need to be changed, only the extension is wrong so it does need to be imported. I will try importing the Qty Ordered, Qty Shipped, Qty Back Ordered & Unit Price along with the Extension and see what happens.



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    Greg Stiles
    S & W Microsystems
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  • 13.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 13:28

    Due to the bug, it might not sense that you are making a change... and not saving the record?  Perhaps import to ExtensionAmt to zero, then import the correct amounts?



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 14.  RE: Importing to SO_SalesOrderDetail.Extension

    Posted 02-21-2024 15:23

    Thanks to everyone for the tips. Got me to go back and re-examine the basics of the import and find the problem. 

    In all my machinations, I had created record types, and not wanting to break the csv file into multiple records added H5 as the first column. Setup the Records tab as follows: Header Record Col 1 Start 1 Len 1 = H, MiscellaneousItem Col 1 Start 2 Len 1 = 5. Note to Self - Don't try that again, it does not not work. Removing all but the Skip Record allowed the import to go through. 

    Problem Solved.

    Thanks again.



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    Greg Stiles
    S & W Microsystems
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