Sage 100

 View Only

  • 1.  Sales order invoice import with multiple records

    Posted 11-23-2021 11:03
    Is there a way to allow multiple imports to the same invoice/sales order in Sage 100?  Natively the first invoice import that references a sales order locks the order and prevents further imports against it.  We have a client with multiple files per sales order coming in from some picking software and they want them on the same invoice.  Is there a way around this?

    ------------------------------
    Bernie Lehman
    Partner
    Lehman Wesley & Associates
    Lansing MI
    517-908-0760
    ------------------------------


  • 2.  RE: Sales order invoice import with multiple records

    Posted 11-23-2021 17:36
    Do the multiple batches represent multiple warehouses?

    perhaps you can merge the batches into one import?

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 3.  RE: Sales order invoice import with multiple records

    Posted 11-24-2021 08:00
    I'm with Jeff here: focus on the necessity of the multiple touches. This is the abnormal element of the customer's processes that is forcing the possible customization. They have "some picking software" that perhaps is past its sell-by.

    ------------------------------
    Jerry Norman
    At-Large BOD Member, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
    ------------------------------

    Original Message


  • 4.  RE: Sales order invoice import with multiple records

    Posted 11-23-2021 17:45
    After the first one, you probably can import into the same invoice, given the invoice # and line key values... but say you entered a quantity, it would overwrite, not add to the value already in place.  Not easy to do.
    A better strategy would be to import multiples into a UDT (setting up an appropriate key field), then import the invoices from UDT data (by adding quantities together for each SO & OrderLineKey...).
    ​

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



  • 5.  RE: Sales order invoice import with multiple records

    Posted 11-23-2021 17:47
    Or maybe use the ScanForce strategy... import into UDF_QuantityPicked fields in the SO lines (again, with the complication of new VI imported values overwriting, not adding...), then generate the invoices from that data.

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

    Original Message


  • 6.  RE: Sales order invoice import with multiple records

    Posted 11-29-2021 08:59
    Is the data coming from the other program into a CSV or XLS file before being imported to Sage?  If so, use Excel to "preprocess" the data before creating the actual import file. Jeremy on our team has needed to employ this approach a number of times for data coming from outside of Sage that needs to be tweaked before being imported.  It can be automated as long as the data coming in is consistent.

    ------------------------------
    alan niergarth
    Velosio LLC
    ------------------------------



Related Content