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I need a report to show how much stock was held and its value on a particular date, is there any such report? (The Stock movement report doesn't help much as it requires alot of manual intervention). Thanks
I need a report for an export for obtaining Feefo reports that contains customer information but also some invoice information. I am currently editing "Day Books: Customer Invoices (Detailed)" and I need to add in the product code from the relevant invoice…
Allow ODBC connection or connection via sage report designer to the table that holds the data of reocurring invoices, including frequency, value, start date, invoice item lines etc. This would allow us to audit the reocurring invoices setup in our software…
We need to start using the quotations feature. When we go to print a quotation, we're missing most of the templates including some sales order templates.
We want to modify a sales order template so we made a copy of it, renamed it, but it's not appearing…
Hi,
In reference to Quantity on order, is there similar variable to add this information to a report? The current orders, supplier and number?
Currently I need to open each item within products and service, click the "on order" box, wait, make…
Hello,
Where do I get a, " "previous 12 months stock usage" report that I use to help with predicting stock reorder levels"? I am working on an inventory project and part of what the consultant is asking me for is a usage report that will show me…
Hello,
I have a "previous 12 months stock usage" report that I use to help with predicting stock reorder levels.
Its set up with a pre-set date range that I have to change every so often to reflect usage of items that fall outside of the original…
Hi,
I have a report set up that I use to check supplier deliveries and I want to add another document to the printout so that I get the Sage report and a Word document print together.
Is this possible?
Regards
Andy
Hi All! I'm trying to edit our purchase orders so that it works with both types of orders we do. Sometimes we don't add a code for items we're ordering in on a one off basis and we just use the S1 - Special Item code. When using STOCK.SUPPLIER_PART_NUMBER…
Backgound on the challenge I am facing:
A vendor sends us an import file that combines three customer data fields into one, separated by a ‘/’. (These are Unit No / Account No / Order Reference)
This combined field is imported into our Sage Line…
Hi,
To import orders to our new warehouse system we need to export them from sage as CSV files with headers. CSV file headers have to be exact and some of these include a space. In the report designer I can choose to Generate Header Row and headers…
I'm looking to create a report, or (preferably!!) doctor an existing report, that will show me products that have had ZERO sales within a specified time period. Any ideas?
We have an issue with a supplier where their account is in quite a mess, however the account we have is all balanced.
We have been back and forth a few times trying to help them match their unallocated transactions and each time it seems to open a new…
Hi please could anybody help me set up this report?
Covid has played havoc with my brain and I need simple instructions. Step by step kind.
I am using Sage 50 Cloud Accounts uk.
I’m wanting to set up a new report with the following information shown…
We've gathered the common questions you're asking us about reporting and Report Designer in March 2021. This includes:
Adding reverse charge messages to your layouts.
Issues emailing documents.
Finding the best report in your software
Read…
I have been asked to print out reports for meetings. This report specifically is for SOPS - printing out an itemised quote list.
I usually enter an "M" Message line on the first line of every quote which I input the customer's enquiry reference. I sometimes…
Hi guys,
I'd like to add a field to a report that puts the user ID or user name in the corner (to show who exported it), but can't find the right field in any of the join tables.
Does anyone have any idea where I would find the right expression…
We have a variety of customer types. Members, Non-Members, et al. Each outgoing communication has information regarding banking details, company registration and director's names.
If any of that information changes, we need to open every single invoice…
Is it possible to receive automatic daily reports directly from sage using a scheduled time / date?
So if i want a certain report to be emailed to me, or generated, it doesn't it automatically without me having to click on the report & criteria every…
I have looked everywhere but is there anywhere you can print a report where it sorts transactions posted by a certain username on a certain date "posted date".
Any ideas or do i need to design my own report?
Hi
When configuring the email settings for a report and attempting to change the Filename (as standard is set to REPORT.DESCRIPTION), an error comes up saying "You must enter an expression that returns a 'System.String' value. What does this mean…
At the moment in certain versions, the default date to is 31/12/2019, so now in 2020, users have to change the Date To every time they run the report.
The reports can be edited individually, but this is very time consuming to have to edit each one and…
I'm trying to generate a Nominal Activity Report on one Balance Sheet Nominal Code (1108), but I want to add a field into the report to show the Nominal Code each transaction has been posted against (5000 / 5001 / 5002 etc...).
This is picked up under…
Hi All
So I am trying to find or create a report to show all overdue customers however I dont want to include the customers who have promised payment. Is there a report already or would I have to create this?
TIA
