Sage 100 ERP Demo of the Visual Integrator Tasks – View VP Reports, Module Options and Sage 100 Support Overview Information

Bisness Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the sage 100 erp visual integrator module

Sage 100 ERP VI – Visual Integrator Demo & Overview

Introduction to Sage 100 ERP Visual Integrator Module

Sage 100 ERP Demo of the Visual Integrator Web Browser Edition – BIS Virtual Tour Navigator

This page includes overview information about each menu task in the Visual Integrator module that is accessible from the Sage 100 ERP main explorer menu and aided by an interactive virtual demo; Business Information Systems’ Virtual Tour Navigator. Clicking the thumbnails in each section opens the Sage 100 ERP virtual tour navigator. The clickable blue highlighted rectangles allows you to navigate to related screen panes in each Visual Integrator task in which you can experience what the Sage ERP accounting software suite is all about.

What is Sage 100 ERP Visual Integrator?

Visual Integrator has been designed to facilitate seamless integration between Sage 100 ERP data and other business applications. Visual Integrator can import from (or export to) any ODBC-compliant source, without the need for an intermediary data file such as ASCII delimited or Microsoft® Excel®. If you regularly perform imports from a custom or vertical software package, you’ll find you can use Visual Integrator to make the integration virtually seamless.

Importing and exporting data from Visual Integrator is a simple process. The power of Visual Integrator, however, lies in the additional integration commands that are available. For example, Visual Integrator jobs can be scheduled to run at prescribed intervals of any length. If you need to keep your Sage 100 ERP customer master file synchronized with a Sage 100 CRM or other prospect database, you can schedule the import to run automatically at regular intervals. Visual Integrator jobs can be chained together and even set the program to call a script file upon successful completion.

Sage 100 ERP Visual Integrator can tie all your business software into one seamless application.

sage 100 erp visual integrator module features Features & Benefits

  • Scheduling There are multiple methods of scheduling Visual Integrator jobs. You can place a job on the Integrator job menu for easy access and then run the job manually. Jobs can also be run by using Windows® scheduler or an external Windows program or script file. You can also set a schedule or cycle within Visual Integrator to run once a day, once an hour, or once a minute.
  • Automatically Perform Subroutines Run additional commands, scripts, or other functions based on three events: before job start, on job success, or on job failure. Subroutines can also be added before and after each record write and before and after assigning data fields.
  • ODBC Connectivity Link multiple ODBC tables together, and point and click to select fields for importing. Visual Integrator then automatically generates the SQL statement for import or export, and Visual Integrator permits editing of the SQL statement for advanced users. A test button provides an instant visual check of data to be imported.
  • Validation Logic Validation logic is built into Visual Integrator to assure that the data being imported conforms to Sage 100 ERP rules. Validations performed by Visual Integrator are automatically listed and may be removed if not required for the import. New validations may also be created for specialized requirements (for example, do not permit import of future-dated invoices).
  • User-Defined Fields If you have created user-defined fields in Sage 100 ERP, these fields appear automatically for selection when Visual Integrator operates on the entity to which they are attached (for example, customers).
  • Passwords Each import or export job can be assigned a password, which is then required before the job can be run.
  • Chaining of Job Jobs can be set to run in sequence (for example, import invoices immediately following a customer import).
  • Run-Time Assignment of Values If a value needs to be uniquely assigned each time a job is run, such as today’s date for the invoice date, the job can be configured to prompt the user when the job is run.
  • Selection and Skip Record Criteria Multiple selection criteria for picking certain records can be specified, using standard “nesting logic” criteria, (such as and, or). Multiple criteria for skipping records can also be defined.
  • Import Fields Conditionally Conditional importing allows a field to be assigned based on the value of another field. For example, the sales tax code can be assigned based on the state field in the customer address.
  • Job Definition Export Jobs can easily be prepared for transporting to another computer at a remote location.
  • Export Jobs Data from any Sage 100 ERP file may be exported to ODBC databases or ASCII delimited files, using all the same logic and selection criteria available for import jobs.
  • Test and Preview Buttons The Test button permits easy viewing of sample data. You also can sample an entire file and print or display import log statistics (number of records imported, and more).
  • Job Import Jobs that were created at another location can be easily imported and run.

sage 100 erp visual integrator module features contact business information systems for any questions Questions? Contact BIS.


Sage 100 ERP Visual Integrator Overview Support Information for the Main Menu Tasks

Details of Sage 100 Visual Integrator Main Menu

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sage 100 erp accounting software support for visual integrator import job maintenance Visual Integrator Import Job Maintenance

The Visual Integrator Import Job Maintenance is used to define and maintain import jobs that are used to import data into the Sage 100 ERP software. After an import job is defined, this task can also be used to execute the job immediately or the job can be added to the Jobs menu and schedule at a later time.

sage 100 erp visual integrator import job maintenance user support options User & Support Options

  1. You must define which data items will be imported and where each data item is contained in the external source file.
  2. You must also specify the operation to perform with the imported data.
  3. The Selection Fields determine the criteria by which records are evaluated and subsequently selected.
  4. The Selection Range values can be predefined here or can be entered at the beginning of the job.
  5. The Selection Process is optional.
  6. Note: If no data selection criteria are defined, all data records from the import file are imported.
  7. You can define how to recognize different record types from the data source when importing to a data file that uses multiple record types to store its data (for example, Sales Order Invoice files).
  8. You can also define how to recognize records from the data source that should be skipped (not imported).

sage 100 erp accounting software support for visual integrator import job maintenance setup and integration options Setup & Integration Options

  1. All data to be imported by the Visual Integrator module must be Validated before any data files are updated.
  2. Several separate validation processes are performed for each data item. In addition to checking for invalid data, the Visual Integrator module also processes the data into a format compatible with the software.
  3. If any data item within an import record fails the validation test, the entire record is skipped from the import process. The record skipped, and the reason for the failure, is documented by the system.
  4. This information is detailed in the Import Log and can be printed when the import process is complete.
  5. Many data fields have default standard validations. You can change these validations or remove them, as required.
  6. Note: If you selected a job or table for a module other than Job Cost, Material Requirements Planning, Payroll, TimeCard, or Work Order in the Import Job Selection window, you must exit Import Job Maintenance and reopen it to create or modify jobs for those modules.
  7. This task is available only with the appropriate security setup.

sage 100 erp visual integrator import job maintenance important information Important Information

  1. The following information applies only to import jobs for modules other than Job Cost, Material Requirements Planning, Payroll, TimeCard, and Work Order.

click to view the sage 100 erp demo of the visual integrator import job maintenace View the Sage 100 ERP Demo of the Visual Integrator Import Job Maintenance Setup Task

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sage 100 erp accounting software support for visual integrator export job maintenance task Visual Integrator Export Job Maintenance

The Visual Integrator Export Job Maintenance Task is used to define and maintain export jobs that are used to export data from the software to an external file or database.

sage 100 erp visual integrator export job maintenance user support options User & Support Options

  1. After an export job is defined, this task can also be used to execute the job immediately or to schedule how often the job is to be run.
  2. The Selection Fields determine the criteria by which records are evaluated and subsequently selected.
  3. The Selection Range values can be predefined here or can be entered at the beginning of the job.
  4. The Selection Process is optional
  5. Note: If no data selection criteria have been defined, all data records from the data file are exported.
  6. One or more Sort Fields can be used to sort the data.
  7. Each field can be sorted in ascending or descending order.
  8. The sort process is optional.
  9. Note If no data sort criteria have been defined, all data records from the data file are exported in the order in which they are processed (typically, in the order in which the source file is sorted).

sage 100 erp visual integrator export job maintenance setup & integration options Setup & Integration Options

  1. Note: Record Selection performed on the Select Tab is different from Record Type selection performed on the Sort tab. Record selection compares data assigned to the record to be written, whereas Record Type Selection compares data in the source file record contained in a string array called IMP$[all].
  2. Note: If you selected a job or table for a module other than Job Cost, Material Requirements Planning, Payroll, TimeCard, and Work Order in the Export Job Selection window, you must exit Export Job Maintenance and reopen it to create or modify jobs for those modules.

sage 100 erp visual integrator export job maintenance important support information Important Information

  1. The following information applies only to export jobs for modules other than Job Cost, Material Requirements Planning, Payroll, TimeCard, and Work Order.

click to view the sage 100 erp demo of the visual integrator export job maintenance View the Sage 100 ERP Demo of the Visual Integrator Export Job Maintenance Setup Task

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sage 100 erp accounting software support for visual integrator job select task Visual Integrator Job Select

The Visual Integrator Job Select Task is used to select and start any defined import or export job.

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sage 100 erp accounting software support for visual integrator job listing report Visual Integrator Job Listing

The Visual Integrator Job Listing Task allows you to print a list of existing jobs, along with job descriptions and file names.

click to view the sage 100 erp demo of the visual integrator job listing task View the Sage 100 ERP Demo of the Visual Integrator Job Listing Task

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sage 100 erp accounting software support for visual integrator data dictionary listing report Visual Inteegrator Data Dictionary Listing

The Visual Integrator Data Dictionary Listing is a list of information related to the data type contained in each data file.

sage 100 erp visual integrator data dictionary listing user support options User & Support Options

  1. This report can be used as a reference when selecting a specific data file for import or export.
  2. Detailed information for individual data items for each data file is provided. Item name, type, data type, key, and mask and length information for each data item is provided. In addition, import validation information for each data item, and record type and file linkage information for each file can be printed.

sage 100 erp visual integrator data dictionary listing setup and integration options Setup & Integration Options

  1. To view information for all modules, click the File Layout and Program Information link on the Desktop’s Resources page.

sage 100 erp visual integrator export job maintenance important information Important Information

  1. The Data Dictionary Listing contains information only for the Job Cost, Material Requirements Planning, Payroll, TimeCard, and Work Order modules.

click to view the sage 100 erp demo of the visual integrator job listing setup task View the Sage 100 ERP Demo of the Visual Integrator Job Listing Task

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sage 100 erp accounting software support for visual integrator job export task Visual Integrator Job Export

The Visual Integrator Job Export Task is used to output the definition information for one or more jobs to a specified file.

sage 100 erp visual integrator data dictionary listing user support options User & Support Options

  1. The definition information can then be imported into another system using Job Import.
  2. This task is useful when import and export jobs are defined at a separate system from those used to execute the jobs.

click to view the sage 100 erp demo of the visual integrator job export task View the Sage 100 ERP Demo of the Visual Integrator Job Export Task

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sage 100 erp accounting software support for visual integrator job import task Visual Integrtor Job Import

The Visual Integrator Job Import task is used to import the definition information for one or more jobs from a file created by Job Export.

sage 100 erp visual integrator data dictionary listing user support options User & Support Options

  1. This task is useful when you want to execute an import or export job that has been created on a separate system.

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Sage 100 ERP Visual Integrator Overview Support Information for the Jobs Menu Tasks

Details of Sage 100 Visual Integrator Jobs Menu

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sage 100 erp accounting software support for visual integrator jobs taskVisual Integrator Jobs Menu List

Listing of jobs created.

click to view the sage 100 erp demo of the visual integrator job import task View the Sage 100 ERP Demo of the Visual Integrator Job Menu.

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