Newbie curious about capabilities and how to proceed

SOLVED

Hi All,

Our company is wanting to automate a few of our tasks, and we are looking into Sage 100cloud as our accounting/ERP software.

Before we proceed, we'd like to know how feasible it will be to implement what we're hoping for.

With external code (preferably through VBA, if possible?) we're hoping we can do the following:

  • Read the latest Sales Order number
  • Read the latest Purchase Order number
  • Import Sales Orders into Sage from a csv file
  • Revise/Overwrite Sales Orders from a csv file
  • Import Purchase Orders into Sage from a csv file
  • Revise/Overwrite Purchase Orders from a csv file

Note: we have full control over the format/structure of the csv files

If this is possible, how would we proceed? Would we need to become a Sage Development Partner?

I certainly appreciate any and all help Slight smile

Thanks much,

- Nick

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