Sage 100

We have a client who just asked us about converting their Balance Forward customers to Open Item. This appears to be a pretty huge undertaking, given the number of tables needing to be touched. Anyone ever heard of a utility or custom program for doing this in bulk?

Just an idea, consider setting up a new customer records for Open Item, enter the bal. fwd amt. as 1 invoice, credit the old ""bal fwd"" customer. Consider testing a customer merge (utility) as part of this.

I have done this. I don't remember the details, but it's more tricky than you think.

In the past I swear I've DFDM OpenItemCustomer$ to ""Y"" but like Jon says there are some caveats to when you can and can't do this. I think in my situation it was a relatively new setup with not much history and we caught it quickly. Sage KB has these instructions - https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=20911&sliceId=1&cmd=displayKC&dialogID=538700&docType=kc&isLoadPublishedVer=&stateId=538704&docTypeID=DT_Article&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl

I've done this in the past. Assuming this customer has no open invoice customers. First you do period end, so there are no payment records. Then you export the customer master records for later reimport with the OpenItemCustomer$ field set to ""Y"". Export all of the balance forward records. Back up the company, then reinitialize the three files listed in the Sage KB above. Import the customer records with OpenItemCustomer$ to ""Y"". Import the balances as a standard invoice with a balance. Rebuild sorts. You may have to create the alternate invoice file from the import for the standard invoice, if so, rebuld sorts after. Or build or have some MD build the utility to do the process as listed in support KB. I've done it both ways. The program is probably simpler and safer, but you can do it manually.

I'm sure there's many of you who remember the attached write-up from 5-24-00...that's the year 2000, not a typo :)

Best idea yet (thanks @Jeremy Fox ) since they have gone to subscription, is to switch them to SQL then replace the values with scripting. (if they are serious about switching) They have a mix of BF and OI customers so it has to be surgical. VI may work.

This is another idea that could be crowd sourced for an MD...