Friday, September 28, 2012

Tips & Tricks: Preconfigured Payroll Import Jobs in Sage 100

From Jim Wimsatt , Oasis Solutions Group Project Manager

For companies owning the Visual Integrator module, new preconfigured Payroll Data Entry imports are offered by Sage when upgrading to Sage 100 ERP version 4.50.? The five provided jobs include imports for popular time tracking systems export files.? The delivered Integrator Jobs include:

  • The SDF format file import provided by ADP Paydata
  • A standardized ASCII file import that includes job numbers
  • An ASCII file import with department information matching the Kronos Connect and Time Bank formats
  • ?An ASCII file import without department information matching the Kronos Connect and Time Bank formats
  • An ASCII file import in the TimeTrak 8.0 format

In order to implement the preconfigured import jobs, users must insert the pre-defined jobs into the Visual Integrator Import Job Maintenance feature.? To add the jobs go to the Visual Integrator>Main>Job Import feature.

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Select the OK button with prompted for the Accounting Date.? The Visual Integrator module does not use an accounting date, and the date on the prompt is not relevant to adding the preconfigured imports.? Once the Job Import screen appears select the

button to browse to the ?MAS90\PR folder to open the PayrollDataEntryImports.exp file.

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From the five provided imports, select the job(s) to be used for importing.? To select more than one job use the Ctrl key and pick the jobs to add.?Once selected, click the

button.? The selected jobs will be added and a prompt will appear to notify that the jobs must be complied to be?usable.

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Go to the Visual Integrator>Main>Import Job Maintenance feature.?? From the V/I Import Job Selection screen select a newly added job.? The Description of the job includes valuable information concerning a correct import of the job.? Each Description is unique to the job selected and should be read carefully.

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Upon opening the job for the first time, select the

button to compile the job and make it ready to be used for import.? At the Import File field use the

button to browse to the export file provided by the applicable time tracking system.? Once the file is selected, choose the

button to proceed.? Best practice for imports is to always test the data prior to importing.? Previewing the invalid records when testing the import file, will allow users to make corrections to the import file prior to executing the actual job.

Source: http://blog.oasisky.com/tips-tricks-preconfigured-payroll-import-jobs-in-sage-100/

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