Sage 100

New implementation question - during the sale process the prospect, now customer, insisted on bringing in history from current AS400 system. Sales department said OK and now we're stuck figuring out how to make this happen. It was promised we could import IM Customer Sales History by Period, AR Customer Sales History, and PO Purchases History. Anyone know why the IM Customer Sales History by Period and PO Purchases History table only have a few of the fields available in VI import but not all (especially the critical ones)? On a larger scale - any ideas on how to make this happen?

This may help uncover those fields you need: How to modify VI Data Dictionaries for 4.x framework to enable import to fields otherwise defined as read only. USE CAUTION - MAKE A BACKUP DFDM MAS90\providex.ddf Lookup by name to find the VI entity to modify - get the key ID. DFDM MAS90\providex.dde Search by Key. Find the field record you want to modify Edit field 20 (15,1) a zero is importable. a 1 is read only.

From the larger perspective you asked about, I think you can direct the AS400 reports to a text file. From there, export the data to Excel. Use Monarch to facilitate that process.

For sales history, I would import to SO Invoice Entry (by period) then update. Similar in PO receipt entry. This will insure all of the (related) tables are populated correctly.

That's helpful - thanks @MoiraGoggin. In the case of the PO Purchases History table, that's not available at all in the list of table for VI imports. The fields in the table are editable according to the providex.dde file. Any ideas how to get at that?

@DougHiggs - If you import into SO Invoice - how do you address all the open invoices it creates?

Do it in a test company and then copy over the tables you need to the live company. Best to do everything in a test company first and always keep a backup of the live company before the next phase. Eats up a lot of hard drive space but is the safe method.

Forget about doing it in the live company. Do the test company method. The customer and inventory history fields will get updated and you don't want that in the live company.

As @DougHiggs suggested you can produce the results through data entry. You can import the data by period and update to a test company.

Back in the migrate from v3.71 day, @RandyMarion wrote a utility that would populate Customer Sales History by Period table based on the information in the AR Invoice history tables. If this is still available, then that would be one less import. I believe we have imported directly into the history tables.

A sales team over promising???? @KelseyLeerkes send me an email if you are interested in the AR recalc.

@RandyMarion - Could you explain more of what it does as I probably just hit the tip of the ice berg. Doesn't it do something in AP and IM as well?

This tool recalculates data in Accounts Receivable and Accounts Payable to correctly reflect Sales and Purchase history. This is accomplished by scanning all the appropriate history files and accumulating the various totals in the proper fiscal periods and years. As you mentioned, Jeff, it was written in the early days of the 4.x framework being implemented because Sage simply rolled up a total number and dumped it in the files. Sage received so much flak over this, they did a much better job dealing with history when the time came for IM and PO to join the 4.x framework. So, no, this utility does not address any IM or PO recalculation.