By | February 28, 2024

In the dynamic landscape of Enterprise Resource Planning (ERP), the key for smooth operations lies in the complexities of the import routine. The import Routine plays an important role in any ERP 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 system.

This article is intended to explore such import routine which will help us to generate bulk of inventory transactions in Sage 500. Sage 500 is an integrated suite for your business as it brings together different tools that help your company run smoother and efficiently. From managing operations to boosting productivity, Sage 500 covers all bases to make your business work better in any way.

New Stuff :- Maintain Routing in Sage 500.

  • Recently, we have developed a import routine for inventory transactions for one of our customer.
  • An import routine is basically a SQL job which can be configured in SQL server. You can run it manually or you can run it on schedular basis.
  • This job will simply read the CSV file from your local drive and will import the records in Sage 500. Initially, the job will transfer all the records from CSV file to staging table which will have some extra columns such as status, errorlog.
  • There is a specific CSV file structure that need to follow in order import records through this import routine.
  • After having all the records in staging table the main job of import routine will start. The job will then validate all the records one by one and will also update their status based on outcome from validation. The additional feature is that it genrates the errorlog file in a given folder on your local drive  as well as it will mail that file with failed record list on specified email-id.
  • All valid records will then pass to the final procedure for importing. Next feature of this import routine is that it will generate only one batch per day for the same warehouse. While importing the job will first look for existing batch with same warehouse for a day. If it found one with same warehouse then it will import the transaction in the same batch otherwise it will create new one. Please refer to below screenshot of batch:
  • The import procedure will read the valid inventory transactions records from staging table and will import the same in Sage 500. In this procedure also if it found any error while creating entry in Sage 500, it will also log those errors in errorlog file and will also mail the same.
  • Currently we have developed this routine for importing transactions types such as Adjustment, transfer Out.

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

The unique GUMU™ integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM, and Salesforce.comDynamics 365 CRM, the migration solutions include Sage 100 Migration from Sage 50 USSage IntacctQuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include Salesforce – Sage ERP integration available on Salesforce AppexchangeDynamics 365 CRM – Sage ERP integration available on Microsoft Appsource (Free Trial).

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