Import into Sage 300 from windows Task Scheduler

By | August 1, 2018

We all are aware about standard Sage 300 Import feature, in this blog we are going to discuss about our custom import routine which can be run from windows Task Scheduler and import multiple transactions.

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Recently we had a chance to introduce this interesting feature for one of our clients. The client deals with huge level of inventory incoming against their purchase orders and wanted to save the time which they were spending in entering the PO Receipt in Sage 300.

We have created a custom utility which will suit the needs of the customer and will save their precious time from being creating an entries in Sage 300. Please refer below the simple User Interface that we have created for the manual importing of the PO Receipt entries and also the utility is created in way so that it can be run in a windows unattended mode (Task Scheduler) as well.

Import

The folder structure for this utility is maintained in a way so that each of the thing will go in a smooth way. The folder structure and other details are needs to be entered in a configuration file which would be one time setting for the utility to work. Please refer the below screen shot of the configuration file.

InformationThe executable file then needs to be added to the task scheduler like below.
Receipt
ActionNow here user needs to schedule the utility according to their convenient timing.
Trigger

Now when the utility will execute, the appropriate folders ( Success, Error, Import, Archive and Failure) will automatically get created into the pre specified path and user needs to input their importable file into the correct folder and the utility itself will capture the file that has been available into the folder and on successful import of the file it will moved to the archive folder or else it will moved to the Import Failure folder and the reason of the errors would get printed into the error log folder.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

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 GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.