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dstout66
Posts: 19
Registered: 09-26-2011
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Creating Import File: Sales Order Detail UDF's from vers 4.05 to 4.5

[ Edited ]

Working on our upgrade and wanted to see if anyone had experience bringing SO Detail UDF's over from an older version.  We've got our Detail file in place in 4.5 and have defined our UDF's (now that we can do that in the actual Detail table!).  

My problem is matching the index for the old detail record format to the new.  The old uses a (excuse my terminology) "Relative" method (each detail line has a "LinkToPrevLine" and a "LinkToNextLine" to show the record's relative sort order).   Some of the Sales Orders have as many as 81 lines.

Is there an easier method than coding a sort routine?  Working in Access to build this import file.  Stumped as how to proceed.

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Natasha
Posts: 180
Registered: 07-15-2009
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Re: Creating Import File: Sales Order Detail UDF's from vers 4.05 to 4.5

Legacy custom office UDFs should convert to framework custom office UDFs in the migration and data conversion processes.    You shouldn't need to import them.

 

 

Natasha Chang
Sr. Software Engineer
Sage 100 ERP
Contributor
dstout66
Posts: 19
Registered: 09-26-2011
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Re: Creating Import File: Sales Order Detail UDF's from vers 4.05 to 4.5

Thanks for the quick response Natasha.  I have a file, SO_LU_SO2LineUdfFile, from vers. 4.05 that contains 6 UDF's.  Are you saying that these will be pulled across in the conversion process into the Sales Order Detail table in 4.5?  We've gone through the conversion routine a few times here (in our test company) but we've never seen our "new" UDF's in 4.5 populated (we have defined the 4.5 fields with the same name and same data type as our 4.05 UDF's).  

 

I always assumed we'd have to import the old values into the new UDF's via VI.

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thebottomline
Posts: 1,214
Registered: 10-29-2008
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Re: Creating Import File: Sales Order Detail UDF's from vers 4.05 to 4.5

From the name of the UDF file, it appears that you have some custom modifications that the MAS conversion isn't recognizing.  Contact the modification developer for guidance.  Otherwise, you will have to import them which may not be a walk in the park.

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connex
Posts: 794
Registered: 10-29-2008
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Re: Creating Import File: Sales Order Detail UDF's from vers 4.05 to 4.5

That isn't a standard S/O table name.  You need to determine who supplied that enhancement and contact them about upgrading.

Dan Burleson
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Moderator
Natasha
Posts: 180
Registered: 07-15-2009
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Re: Creating Import File: Sales Order Detail UDF's from vers 4.05 to 4.5

dstout66,

 

SO_LU belonged to Extended Solution SO-1014.  The standard company data converion process should create new UDF fields and convert the data.   We convert all Extended Solutions UDF fields and data to business framework. 

 

SO-1014 needs to be enabled in 4.05 when you upgrade.

 

If you are customized by master developer (not Sage Extended Solutions), then there is no guarantee.

 

 

 

 

 

 

Natasha Chang
Sr. Software Engineer
Sage 100 ERP