Sage 100

Sage 100 ERP v 2014 PU1 - moving client from an older version of AccPac. Exported open sales orders from AccPac. It seems the header and detail are in 2 separate files. Any ideas on how to VI import from 2 files into the SO data entry?

Could you combine both files in Excel, then sort by SO number? Select the checkbox on the main VI job screen that the header is separate from the lines. Then in the Records section, indicate how to tell the header from the lines. You'll need to make sure the header sorts above the lines I think as the VI job logic validates that way. Good luck!

Don't know if this would work, but... import header first with a single detail line assigned as comment. Before importing detail lines, reinit the SO_SalesOrderDetail file.

@KathrynScofield How does one combine Excel files? @MarkKotyla Great idea... it is worth a try.

If you attempt a merge of the Excel files, I'd use VLOOKUP or INDEX to copy the records.

I have never figured out merging. Usually I copy an paste into a separate tab, then go from there.

use access but before bringing in access - put a column for a 1 for header and then lines a 2 in a column and then create a view with access and import via odbc.

@MarkKotyla Your suggestion ""sort of"" worked. the issue I have is with backorders. Here's what I did: Imported the header and assigned an item number, qty ordered, price extension. reinitialized so data entry detail, imported the line detail file. If there is a quantity shipped, the record imports with a warning but doesn't populate the quantity shipped field. This is because the order type needs to be ""backorder"". I can't figure out a way to import the header and assign the order type ""backorder"". I tried unsuccessfully to import the lines with a conditional statement to change the order type to ""B"" if there is a quantity shipped greater than 1. I am not entirely sure my conditional formula is set up correct. screen shots attached.

I'd flag those orders as backorders in Excel, as you won't be able to change the order type once it's established in header file.

I am trying a different approach. I have the file layouts for AccPac and am creating a Crystal report, linking the header and detail so I can export the data. I can then bring the header and detail into MAS from 1 record for each detail line, excluding backorders.