Sage 300 bulk import

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ISSUE: BULK IMPORT/UPDATE REPORT PROCESS FOR SAGE ACCPAC INTELLIGENCE


These are the steps required to perform a Bulk Import on Sage 300 (Accpac):


1. Before performing the Bulk Import/ update Report Process


2. Create folders to the property report directories


“Under [C:\Program Files\Sage\Sage Accpac\BX56A\ReportUpdate\PVS] you need to create subfolders.” e.g: [C:\Program Files\Sage\Sage Accpac\BX56A\ReportUpdate\PVS\Purchase] (Paste “Purchases Master 3-0 (AE-PVS).al_”)


[C:\Program Files\Sage\Sage Accpac\BX56A\ReportUpdate\PVS\Sales](Paste “Sales Master 3-0 (AE-PVS).al_”)


NB: The Folder name needs to correspond with the folder which the report needs to be imported.


3. Launch Sage Accpac ERP


Bulk1.png Figure 1: Launching Sage Accpac ERP


4. Navigate to Sage Accpac Intelligence



5. Double click on Sage Accpac Intelligence Report Manager to launch the Report Manager Interface.


Bulk2.png Figure 2: Launching Report Manager


6. Right click on “Home” in the object window


7. The Menu Screen will appear


8. Select the option to perform a “Bulk Import/ Update Reports”


Bulk3.png Figure 3: Home Context Menu


9. The Bulk Import/ Update popup screen will appear. Select “Yes” to proceed with Bulk Import.


Bulk4.png

Figure 4: Bulk Import/Update Reports Dialog


10. Bulk import/update reports process will continue and generate a template file


Bulk5.png Figure 5: Template Generation Progress


11. The Purchase Master 3-0 (AE-PVS) & Sales Master 3-0 (AE-PVS) should be successfully imported.



12. Double click on “Home” icon in the object window to refresh the “Purchase & Sales” folders in the Report Manager.


Bulk6.png

Figure 6: Report Manager