How to auto-assign Batch numbers, when importing into Data Entry files with Visual Integrator

Solution Properties

Solution ID:

223924350033719

Last Modified Date:

Mon May 02 23:35:49 UTC 2022

Taxonomy Path:

Category//Data//Import and export

Author:

[email protected]

How to auto-assign Batch numbers, when importing into Data Entry files with Visual Integrator

Description

Cause

Note: The H.BatchNo field is not automatically added to the Data tab in a new Visual Integrator import job, as not all data entry tasks are set up to enable Batch Entry in their respective modules.

If this field is added to the VI import job, then a batch number must be provided via Assign from the source file, or the Visual Integrator import job can auto-assign the next available batch number.

Resolution

[BCB:1:Backup warning:ECB]

Add the field H.BatchNo to the Data tab in the VI import job
Select the following in import field properties:
- Operation: Assign
- Default: (Leave Empty)

Note: Batch number 00000 will be created if selecting the option to run TEST. The Next batch number will be assigned when the import job is actually executed.

Note: This method will not work when importing Payroll Data Entry on Sage 100 2018 and higher

DocLink: How to import into Business Framework data entry files for Sage 100
DocLink: How to use the Next operation in Visual Integrator to assign the Next Automatic Number for Entries, Invoices, Orders, Checks, etc.
DocLink: How to access Visual Integrator resources and Help for import and export of data

Defect ID

Steps to duplicate