Import AP Invoices

[nelifecare]

Hi,

I've been tasked with the challenge of importing data from an online expense system into our MAS90 application.

I'm able to export the data with no problems. Each line contains header and line information. So, if an expense contains 2 or more lines, some of the data on the lines are repeated so it can match to the others. (Probably understood)

Anyway, I can import the data BUT each invoice data entry batch only includes 1 line and not 2 or more if their are 2 or more line items. It imports in as a separate batch.

I am using Visual Integrator in version 4.20 of MAS90.

I'm not sure what I need to do to include multiple line items in 1 batch.

Jeremy

 

[countinglkp]

You probably have to identify which items are header items and which are line items in the records section. You must have something that solely identifies when a new "batch" as you call it needs to be created. I often put an L for those items that are lines, and H for the header or "batch" information.

 

[BigLouie]

There is a check box on the front panel that indicates if you have included the header information with the line detail or not. It use to be that you checked this box to indicate if the header was included with the line. However in v4.20 Sage in their infinite wisdom changed this so that by default VI assumes the header information is included in the lines and you have to check the box to indicate it is not. Completely reversed of what people have been doing for years.

Based on what you have said my guess is that you checked the box. Now the program will create a new invoice and batch each time it comes to a record with header information and since each record has header information included, guess what, new batch and invoice. Find that box and see if it is checked and if so uncheck and test again.

 

[nelifecare]

Figured out my problem. I was creating a new batch for each entry. This was all new to me and as soon as I assigned a batch number for every entry, it imported fine.

Thanks for you help