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  • 1.  Sales Invoice Import

    Posted 07-24-2019 15:30
      |   view attached
    For a Sales Invoice import I need the invoice number to automatically increment when the customer number + category field change.  I put in 3 temp fields, 1 pointing to the customer number, the 2nd pointing to the Category column and the 3 to combine Temp001 + Temp002.  What would I choose on the invoice number to assign the next Sage invoice number based upon a new customer number + the category?  Job Definition is also attached.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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    Attachment(s)

    pdf
    SO Invoice Import Job Definition.pdf   78 KB 1 version


  • 2.  RE: Sales Invoice Import

    Posted 07-24-2019 15:48
    VI will sense any change in any header field as triggering the Next value.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Sales Invoice Import

    Posted 07-24-2019 15:57
    Edited by Michelle Taylor 07-24-2019 15:57
    @Kevin Moyes is correct, though the value does have to be in the record , whether manually or automatically assigned (from the Customer record).  I see your temp fields, yet not where you're assigning the value.  Can you populate (the temp field value into) a UDF that only exists for this purpose, for the system to increment the Next number?

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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    Original Message


  • 4.  RE: Sales Invoice Import

    Posted 07-24-2019 16:09
    Temp fields don't need to be used... just set as H. type, for triggering the Next value.  I've used that trick in imports before.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 5.  RE: Sales Invoice Import

    Posted 07-24-2019 16:09
    I got the import to work.  The category field is in the import file and I did not have to add it to the customer table.  Thank You!

    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------

    Original Message


  • 6.  RE: Sales Invoice Import

    Posted 07-24-2019 16:10
    Cool!

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
    ------------------------------

    Original Message


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