About Importing and Setup and Vendor Records
If you presently have a computerized accounts payable system, you may be able to transfer vendor records directly into Sage 300 ERP Accounts Payable by importing them.
You can also export records from another Sage 300 ERP Accounts Payable database, edit them in a spreadsheet or other program to change codes, amounts, and other information, then import them into the new Accounts Payable system you are setting up.
Accounts Payable records you can import and export include:
- Account sets
- 1099/CPRS codes (although these are set up by Accounts Payable)
- Distribution codes
- Distribution sets
- E-mail messages
- Payment codes
- Remit-to locations
- Terms codes
- Vendor groups
- Vendors
- Payment selection codes
Example: You could export vendor records to a spreadsheet to analyze their statistics. You could also export all vendor records with the same account set to a spreadsheet, change their tax group, then import them back into Accounts Payable.
Accounts Payable can create export files in several formats, including Microsoft Excel, Microsoft Access, Comma Separated Values and Continuous ASCII file formats, dBase 5, ODBC, and XML formats. You select the format to use when you export the data.
You can export data to different types of file, including:
- Microsoft Excel
- Microsoft Access
- Comma Separated Values and Continuous ASCII
- dBase 5
- ODBC
- XML
You can also create files to be imported by Accounts Payable in any of the above programs or formats.
For more information about importing and exporting records, see the System Manager Help.
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