ERP is a system by which a company (often a manufacturer) manages and integrates important parts of his business for a complete 360. Sage 300 ERP integrates areas such as planning, purchasing, inventory, sales, marketing, finance.
Import Routine plays an important role in Sage 300 as it provides automation to end user to create a bulk of entries at one time and make process easier to avoid manual creation in Sage 300.
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Sage 300 ERP has a built-in standard import facility for multiple data entry with complicated file format & worksheets .For ease of users, we have developed Import add-ons that help him to import the transaction entries in to a simple single sheet excel file. In this blog, we are going to discuss our new AP Invoice Import add-ons.
Suppose you want to create Invoice with bulk entries, you will find it difficult to do manual entries, it will became tedious task, and it might result to manual errors. Our utility will provide the solution to it. AP Invoice Import has a customized UI in which user need to select the excel file which needs to be imported. After the selection of the file user need to click on Import Button in order to create entries in Sage 300 ERP.
Refer Below screen that will be used to import data:-
Note: – Import file format will be excel and Entry type will be Summary while creating automated batches
User needs to select Excel file using Select Path file Option and Utility will work and System will generate Batches automatically based on data entered in Selected Excel sheet. The excel file has basic format in which the necessary information’s need to entered.
The Import format is as follows:-
After completion of import process you will get the successful message into message box or else if there will be any error in importing, you will get those errors in error log file.
While importing, multiple batches will create depends on Vendor Number & Doc number mentioned in in excel sheet. With the help of this utility user can create bulk entries with minimal effort in Sage 300 ERP. In addition, we have our other Import add-ons available that will be useful for other transaction entries creations. Moreover, we can customize the Import add-ons as per user requirements.