Sage 100

Working on a QuickBooks conversion and need to create GL accounts based on the class codes in QB. Is there a way to get VI to automatically create accounts when importing the transactions? The Setting in GL options for Create account when all segments are valid is set to Yes, but VI is giving me ""account is not on file"" errors.

Wow, this is thinking outside the box! Would be interesting to know, but I can't imagine that somebody would have thought to program this.......... Keep us posted

Well, I thought the point of the object framework was that it didn't matter whether you use the UI, VI or a script, that all would call the same object to enter the data. If you go to the General Journal UI it automatically adds the accounts, but VI kicks out an error. I have surrendered to the #fucus and grabbed a list of the accounts from the transaction file and made a separate import into GLAccount. I wonder if VI has some vestigial error checking code left over from 3.7x that kicks out errors before it even gets to the object...

Wouldn't be surprised. Simplicity!

Sounds like you have gone around it, but I wanted to post this anyway... The G/L AutoCreate checks two things... The flag in Options for AutoCreate and that user has the rights to auto add accounts in Security Events.

@RandyMarion - both are true on my system. It works from the UI, but not from VI.

@PhilMcIntosh - Let us know if you report this as a bug...

Well, I have at least attempted to. This is the first time I tried to enter a case on Atlas, and after I saved it I tried to get a listing of my cases and ten minutes later all I had was a spinning cursor...

Too bad we can't charge them for our time! Bet it would get fixed faster!!!!

Does the main account segment exist for the accounts being imported?

Yes, the main account segment exists

Perhaps a pre-import directly into the GL accounts file before the History import is done.

Lee, I think that is what he did to move forward.

@JeffSchwenk you are going to LOVE this response from support (after several emails back and forth where the support person did not have the correct setting in GL options): ""Found it, the option Auto Create GL Accounts can be set to Yes, which will create the account without user interaction in General Journal Entry. Sorry I had missed that earlier. Here is the way VI works, however: VI doesn't have the ability to create accounts on the fly, per this setting. No matter what the setting is, the record still has to get created in GL_Account before VI can import using that record. We suggest you first import all GL Accounts into GL_Account. You can choose the option to skip over existing data. You can chain this job to the other job. This way, all GL Accounts in sourcefile will exist. This is the way VI works, I am told, and it looks like your only recourse at this time would be to go out to our Ideas site and submit an Enhancement Request to add this functionality."" #fucus Enhancement link: https://www11.v1ideas.com/SageERP/MAS90and200/Idea/Detail/3100

You are SO optimistic @PhilMcIntosh !

It just amazes me that Sage could set off on a 10 year plan to convert a program to ""objects"" without knowing what ""objects"" are supposed to be or how to work with them.

Well I stuffed the ballot box for you Phil..............

me too

Ditto.

We're getting there. 6 votes so far.