Sage 300 Macros are used to shorten transaction processing time, and automate tasks that are unique to your business. In addition, automatically moving transactions from one system to the other without the added time, hassle, keystrokes, duplicate data entry, and risk of transposition errors that would result if those same transactions were re-keyed manually one of the best examples of such macros being Import Routine.
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Import Routine plays an important role in Sage 300 as it provides automation to end user to create the bulk of entries at one time and makes the process easier to avoid manual creation in Sage 300.
In a general scenario if a user has to create a long list of vendors then he has to create them manually, it will be tedious to make proper entries in a stipulated time. To avoid such scenarios, Vendor Import Macro has been created in which the user can enter multiple Vendors at a single time through importing data from excel sheet. This will help in saving users time and run business process little faster.
Working:
Below screenshot shows the UI of Vendor Import Routine:
After selecting the appropriate excel sheet and clicking the Import File button, the process starts from validating the proper data of fields Vendor Group, Tax Group, Terms Code, Account Set, Bank Code, Payment Code. After checking the valid data the vendor will be created and if the data is not valid then the system writes the error log file about the same.
Below format of Import sheet shows fields of Vendor Master that will be used for this routine.
In this import utility, we are not only creating the new vendor but also the existing vendor is updated. The system first checks if the vendor exists with the same Vendor Number or not and if the vendor exists then that vendor is updated otherwise a new vendor is created.
Above screenshot shows the example of few vendors in excel to insert into the system. And we have added the fields Vendor Number, Vendor Name, Vendor Group, Currency, Rate Type, Tax Group, etc. to create Vendor. Similarly, we can import multiple vendors at a single time through writing data in excel.
After completing the entire process of Vendor Import Routine, you can check Vendor created automatically in Sage 300. Below screenshot shows the same
The important thing to be noted is excel sheet should contain proper columns shown in above screenshot for proper and smooth execution of the Import Routine.
The aim of this blog is to provide our customers a utility to enter bulk entries of Vendors in Sage 300 and to make it easy for customers rather than entering each vendor manually.
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Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.
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