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How to import customer credit cards

Created on  | Last modified on 

Summary

How to import customer credit cards using Visual Integrator on Sage 100 ERP version 2013 and higher.

Description

Cause

Resolution

  1. Open Visual Integrator, Main, Import Job Maintenance
  2. Create new import into AR_CustomerCreditCard table
  3. Click Perform button and enter the following information:
    • Perform Type = After Assign
    • File Type = Standard
    • Table Name = AR_CustomerCreditCard
    • Column Name = CustomerNo
    • Sequence = 001
    • Command = coBusiness'ARCreditCard'AddNewCreditCard(Temp001$,Temp002$,Temp003$,Temp004$,Temp005$)
    • Click Accept button
  4. Import File: browse to sourcefile to be imported
  5. Select Data Tab and enter the following fields:
  6. ARDivisionNo
    • Operation = Assign or Replace from column in sourcefile that contains the Customer Division Number
  7. CustomerNo
    • Operation = Replace from column in sourcefile that contains the Customer Number
  8. Click Add Temp Field button to create Temp001
    • Data Type = String
    • Operation = Replace from column in sourcefile that contains the credit card payment type
    • Assign Temp On = Key Assigns Only
    • Select Clear on each Record checkbox
  9. Click Add Temp Field button to create Temp002
    • Data Type = String
    • Operation = Replace from column in sourcefile that contains the full credit card number
    • Assign Temp On = Key Assigns Only
    • Select Clear on each Record checkbox
  10. Click Add Temp Field button to create Temp003
    • Data Type = String
    • Operation = Replace from column in sourcefile that contains the expiration year
    • Assign Temp On = Key Assigns Only
    • Select Clear on each Record checkbox
  11. Click Add Temp Field button to create Temp004
    • Data Type = String
    • Operation = Replace from column in sourcefile that contains the expiration month
    • Assign Temp On = Key Assigns Only
    • Select Clear on each Record checkbox
  12. Payment Type
    • Operation = Replace from column in sourcefile that contains the credit card payment type
  13. CreditCardGUID
    • Operation = Calculated
    • Calculation = Temp005$
    • Note: Manually key in Temp005$ in the Calculation since Temp005$ was never actually created
  14. CreditCardID
    • Operation: Replace from column in sourcefile that contains the Card ID
Attachment: 305_20230425121441_AR_Cust_CC.EXP
Attachment: 305_20230425121441_AR_CUST_CC_Sourcefile - Copy.txt