Sage 300 bulk import

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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.


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.


Figure 6: Report Manager