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  • AR Invoice History file size limits or performance hits

    Looking to see how big AR Invoice History Header and Detail files can get before there is a performance hit or a file size limit. We are looking at importing AR invoice details going forward in 2024, instead of a 1 line summary per invoice (actually…

  • VI JOB Cash Receipts Import - How do you set up the job to validate INVOICE TYPE in the user's source column/field to be either IN or PP and never blank or null?

    Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…

  • Customizer Import Refuses .M4X file from the same version (both are Sage 100 2022 7.10.2.0 32 & PR 2.23.0.0 32-Bit)?

    Why would a Sage 100 2022 Customizer Utility import fail if it is used to copy from a ".M4X" file a P/R UDT, VI jobs, and event script to the same level (Both are Sage 100 Standard 7.10.2.0 and P/R 2.23.0.0) from which it was created?

  • Can we use VI to place/drop a standard PO that pulls balance from a master PO?

    Hi, We have a lot of master PO's that suppliers ship partials in multiple shipments. Hence we assign a letter to a standard PO for each shipments using the same master PO #. The standard PO draws balance from the master PO (Master/Repeat PO). We are…

  • Visual Integrator Import Sales Orders Referencing a Master Order

    I use VI to regularly import sales orders. In this case, I would like to reference an existing master order, as the only data that needs to change per order is the header comment. As I have several master orders to reference, it would be nice to populate…

  • SO VI Import not importing Quantity or Price

    Hello, I've created a VI job to import Sales Orders. All fields work perfectly with the exception of the Quantity and Price. The import log shows both fields as blank, even though the amounts are in the selected columns. I also tried setting the amounts…

  • VI Jobs missing for newly created Role.

    Hello, I am in the process of restructuring roles for our company. We just began testing, and one of the reported issues is that there are no VI jobs in the job select menu. All of the Visual Integrator permissions are selected for this role, so I am…

  • Creating a new company from some of the historical data.

    I have a client that has recently been purchased by a larger entity. The new company would like to change the fiscal year and purge all historical detail from before the acquisition. Their preference is to start a totally new company that only has detail…

  • How to Chain VI Export Job to Import Job

    It looks like the Chain utility only allows chaining multiple Import jobs OR multiple Export jobs. Is there a way to chain an Import job to an Export job or vice versa?

  • How to enter search criteria for Blank Fields

    Utilizing Visual Integrator, I am attempting to create an export query where I only export the AR Customers records with blank comment fields. Anyone know of a way to do this?

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