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v2020 ADV to v2023 Premium PU1 with DSD enhancements

  • 1.  v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-17-2024 19:56

    Putting the finishing touches on the above upgrade.  A user called to inquire about the missing UDF in the check selection panel (below).  Field did not survive the migration upgrade so I entered placed it on the panel.  Easy, Peasy!!  Right, NO!  Checkboxes are not displaying the UDF information.  I queried the open invoice table to verify the information is there.  Yes.  I deleted the field and readded.  No.  I deleted the customization and recreated it.  No.  I rebuilt the UDFs in the table.  No.  Is there something needing to be completed in SQL maintenance?  Could this be a "bug"?

    All thoughts are appreciated.



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 2.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-17-2024 22:03

    Custom office utility to update panels.

    Right-click below the grid, reset panel, reset grids.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-18-2024 09:12

    @Jeff Schwenk 

    I can duplicate that in company code ABC in a Sage 100 Standard install. I created a checkbox type UDF in AR_OpenInvoice and put a "Y" a few records. I did this in DFDM and not through invoice data entry and update. I then added that UDF to the Check Selection Screen and it was not showing a checkmark as it should. 

    While typing this a had a thought about the fact that I added a "Y" so I went back to DFDM and put a "1" in the field instead of a "Y" and then the checkbox displayed in check selection entry. 

    Does DFDM Show a Y or a 1 in your data? I am wondering if you create a new invoice and check the box, will it have a 1 for a Y in AR_OpenInvoice table once it is updated. 



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    David Overholt
    DWD Technology Group
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  • 4.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-18-2024 11:41

    @David Overholt - I looked at Open invoice via DFDM.  Invoices posted yesterday (create date) had Y's.  Invoices created in ADV and migrated to SQL had Y's.  I changed an open invoice record to a "1" and it did not display either.  Thoughts?



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------



  • 5.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-18-2024 14:49

    I'm not sure what to think now. I went back and double checked that I was not mistaken on what I thought was happening and changed several more values in AP_OpenInvoice to 1 and Y and back and forth and my testing definitely worked that if it is set to 1 it shows up but if it is Y it does not show up.  My install is Sage 100 Standard 2023 PU2. So maybe it is something with premium?

     

     

     

     

    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

    260.399.8655 Direct

    800.232.8913 toll free

    sagesupport@dwdtechgroup.com

    www.dwdtechgroup.com

     

    A black background with white text  Description automatically generated

     






  • 6.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-19-2024 14:20

    Jeff from a distance your screenshot appeared to say "TPS Pmt" for the UDF which reminded me of the "TPS Reports" from the movie Office Space :-)



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    Alnoor Cassim
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  • 7.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-22-2024 09:02

    @Alnoor Cassim - The years are speeding by for you.  Before long, you will find it difficult to see the road as you drive at night.  Then it is just a matter of time before you schedule cataract surgery......



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 8.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-22-2024 09:05

    @David Overholt - Thanks for the follow-up.  I opened case # 8009927183 so they can deal with it.  I suspect it is SQL related but have moved onto other frustrations with this migration.  I just love IT departments with elevated permission requirements.  



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------



  • 9.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-22-2024 09:17

    @Alnoor Cassim - I IMDB'd the Office Space.  It brought back memories.  Will have to watch it again.  Hard to believe the fax machine was once indispensable at the office.



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------



  • 10.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-23-2024 13:48
    Edited by Jeff Schwenk 01-24-2024 20:02

    From Sage.

    Thank you, and I wanted to let you know that my colleague was able to duplicate the issue and it is a defect, he will be reaching out to soon, if he has not already.

    Case # 8009927183

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------



  • 11.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-25-2024 20:58
    Edited by Jeff Schwenk 01-26-2024 06:50

    Just nearly fell out of my chair!  Scott Brady sent me a program fix for the defect.  A fix in EIGHT days!!!  Is this the new Sage?  Is Scott the MAN!  Or did he think my jokes were actually funny?  Sage has delivered on exceeding my expectations!!

    OKAY, I knew it was too good to be true.  As Paul Harvey used the say - Now for the REST of the story....  After heaping praise and many thanks upon Scott, he mentioned that engineering was already aware of the issue and had the fix in their back pocket waiting for the PU3 release.  Now I wonder why we couldn't find the KB on the issue.

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------



  • 12.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 01-26-2024 01:35

    Scott Brady is always the MAN!  He Rocks!



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 13.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 09-05-2024 10:28

    @Jeff Schwenk 

    I'm having the exact same issue with a client on Sage 100 Premium version 2023.2. Do you know if this was corrected in PU 3? 



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    David Overholt
    DWD Technology Group
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  • 14.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 09-05-2024 16:53

    @David Overholt - Dunno (Shoulder shrug).  Maybe I should upgrade them to PU4.......  But then again, is there enough whiskey?  I still have nightmares from the initial upgrade.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444
    ------------------------------



  • 15.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 09-05-2024 17:34

    I hear that and agree! This client has a million moving pieces and putting a PU on will be an adventure. That was why I was asking, I don't want to put a PU on and find it didn't work.

     

    They had 3 check boxes and they were exclusive (only one of the 3 would be checked for any vendor) so I told them to try creating a UDF drop-down with the 3 choices as strings and see if that resolves the issue. I probably won't hear back to after the weekend when they add it but fingers crossed that fixes the issue.

     

     

     

     

    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

    260.399.8655 Direct

    800.232.8913 toll free

    sagesupport@dwdtechgroup.com

    www.dwdtechgroup.com

     

    A black background with white text  Description automatically generated

     






  • 16.  RE: v2020 ADV to v2023 Premium PU1 with DSD enhancements

    Posted 09-05-2024 17:35

    I can look to see if the patch is still on their system.....



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444
    ------------------------------