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  • Creating a Parameter and Filter to Only return last 5 years out of 20 years of data in the report - This is a Consolidation Financial Report and has a Standard Report named Fiscal Year

    I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…

  • Fetching Alternate Item in query

    Trying to return the corresponding itemno for a given icitem.altset #. Normally, I'd just write a SQL statement such as: select [icitem].[itemno] from [icitem] where [icitem].[altset] but, alset is an integer, and I can't find a column in icitem…

  • Connection to the Sage 50 Accounting 2018 Database

    Good morning everyone I would like to know if it is possible to make a connection to the Sage 50 DB, I currently have the US 2018 version. The reason is because I would like to be able to get information with a separate development and if it is possible…

  • What connectors (Data Tables) are used in Report Manager?

    How do I tell what connector (data tables) are used on a given report?

  • Sage 100 2019 Sage Intelligence. Company name or code for multi-company reports.

    Sage 100 2019 Sage Intelligence. How do I add company code from the SYO_Company table to my joins? In Crystal we would use "Not Equal" as a join for company name. In SI, Connector, there is only Right Join, Inner, and Outer. How do I get the company name…

  • What tables to use to bring in fiscal year/period into GL reporting?

    I am creating a GL Detail report (GL_DETAILPOSTING) and need to have the fiscal year and fiscal period columns added to the report. What table do I use to join?

  • How Can I Export and Import a Container

    I am developing a new Sage Intelligence Report for a client and I had to create a new container. I know how to export and import the report. How do I transfer the required container? TIA

  • Sage Intelligence Connector - Adding a duplicate or alias table

    Sage 2019 I created a Data Container. I added a table and would like to add an alias of the same table with a left join. When I attempt to add the table, a message informs me the table has already been added. In Crystal or Access, I am allowed…

  • sql server new connection

    How do I add a new connection to a sql server in the same network as Sage 100 cloud?

  • Creating a new database connection to Sage X3 (Part 7)

    This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Previously I have shown how a simple Search screen allowing data from the Sage X3 system to be retrieved…

  • Creating a new database connection to Sage X3 (Part 3)

    This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. I discussed in the previous article "Extending the Sage X3 Integration (Part 2)" how Sage X3 tables…

  • Creating a new database connection to Sage X3 (Part 2)

    This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM's screens are defined in Meta Data. The Meta Data is held in tables within Sage CRM and…

  • CRM Connector - Adding custom field to quote screen

    On guide and training videos it shows how to add custom field on Company but nothing on adding custom fields on Quotes or Orders. Do you have any examples? I was looking to try same approach as company for quotes but FieldMappings.inc file does not have…

  • 7.3sp3 integrated with 200

    I've got 7.3sp3 integrated with Sage 200 using the connector. When logging into Sage 200, I keep seeing this error: Anyone seen this before?

  • Sage200 Connector Currency

    Hi, looking at the metadata tables WsS200SOPOrder / WsS200SOPQuote, there is no currency fields at all. On a multi-currency SageCRM system I need to display the quote/order currency in the summary and also merge into a document but can't this anywhere…

  • Sage200 Connector Mail Merge

    Hi, using the Sage200 connector is there a way to merge to word rather than pdf? There appears to be some switches in print.asp but are not documented and attempting to change them hasnt made any difference to how the merge is done. Secondly like…

  • Task Launcher

    HI, not sure if this is the correct place for this but I was wondering if anyone could help with the Sage200 Connector? I am trying to pass some values into the prospect quote form using the task launcher url but I am not sure what the parameter names…

  • Sage CRM and Sage Cloud Connector

    I am trying to get some information on Sage CRM and how it will interact with the Cloud Connector for ERP, but I have not found any information on the KB or on the forumn. Is this information not available yet or am looking in the wrong place? What…

  • Added field in SAGE X3 / AUDROS PLM connector

    Added field in SAGE X3 / AUDROS PLM connector (GESPLM function, CONNECTITM processing). For customers of the KARDOL group. The main objective would be to "centralize" the basic information of the product in Audros and to be able to transfer them in X3…

  • Can you combine data from multiple companies using formulas like GLActual?

    Is there a way to combine data from multiple companies using formulas like GLActual ? Currently, I have 4 companies, and I have the individual account data being sorted on a second excel page to combine their data in Total column. I've tried using a formula…

  • Sage 300 Intelligence Reporting module :- Run-time error '13':Type Mismatch

    We are working on a project where we have installed Sage 300 Intelligence Reporting module. The session date is showing correct format of regional date setting (e.g. South Korea). Also, all transaction screens show correct date format (e.g. YYYY-MM-DD…

  • UNION Query SAGE 100 (MAS90)

    Does the Connector support UNION Queries for Sage 100 Data? Have a simple UNION that just doesn't seem to work. See sample below: Select JT_Transaction.SalesOrderNo as 'SalesOrderNo' , JT_Transaction.TotalCost+JT_Transaction.TotalLaborCost…

  • New Sally Series

    In a couple of days, we'll be releasing our next installment of the Sally Series, this time focusing on the Connector module and how to define your own data sets for your reports. If you haven't yet checked out the first and second series then why not…

  • New Sally Series

    In a couple of days, we'll be releasing our next installment of the Sally Series, this time focusing on the Connector module and how to define your own data sets for your reports. If you haven't yet checked out the first and second series then why not…

  • New Sally Series

    In a couple of days, we'll be releasing our next installment of the Sally Series, this time focusing on the Connector module and how to define your own data sets for your reports. If you haven't yet checked out the first and second series then why not…

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