I need to pull a report that shows all of the following information for our past fiscal year:
Vendor name, address (CSZ) number of checks, total amount paid to vendor, Type of payment (Check, cc, ACH).
Hello fellow Sagers!
Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all!
I am working with the Open Sales Order Report now and stuck on suppressing some items in the report.
The end goal…
We are having issues with getting subcontractors who have billed retainage to show up on a report since Sage 300 refuses to create a "bill retainage" button in AP. When I submit reports to management they have no idea a retainage bill from a subcontractor…
Hey everyone,
We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is.
Now I'm wondering if there is a way to change the background color of a field or line based on…
We have recently upgraded our Sage 300 CRE to version 22.
Now when we try to run our aging report in accounts receivable we always get this error.
Faulting application name: AR.EXE, version: 22.2.1.113, time stamp: 0x6336a3bd Faulting module name…
Hi, We're running Sage 300 2022. We just got Paya installed and did our first Credit Card transaction. I'm still fairly new to the usage of Sage and Crystal Reports. How do I customize our receipt confirmation report to include Order Number or an Invoice…
How can I get A report like the Check Activity Detail report with only YTD Totals for all employees in a specified date range Using Sage 300?
The Check Activity detail report is just what I need with just a bit of modifications. The report only need…
Hi,
I would like to create more representations using Views/Tables. Requestors are very quick to create in X3V12 using Views/Tables, but very limited functionality specially on Landing Pages. The goal is to give user far more interactive dashboards…
I need to be able to show number of hours for the year by various cost codes but can't seem to find a report that will do that. So for example, 1/1/2021-06/30/21 I need to see how many hours were entered with drywall cost codes, electrical, etc. Any help…
Does anyone have a report that meets the NYS requirements for the EO 162 Workforce Utilization Gross Wages Reporting?
https://www.thruway.ny.gov/business/dmwbe/purchasing-eo-162-instructions.pdf
Hi,
Within a datafolder we have numerous companies - all with jobs associated to them. Is there a report or easy way to show what company each job is associated to or show a list of jobs associated to a certain company within a datafolder?
Further…
If I add a condtion to a report, it lists a bunch of items in the Field Section. How do I add an additional field to that? Right now 'Owner' is an item in the Field for Job Lists. But when I view the same report in our Archived database, 'Owner' is not…
Hello!
I am trying to find a way to automatically export sales order data (specifically ship date) from business insights sales order view into a locked excel document provided by my customer.
It would be nice if i could filter a whole list of orders…
Hi all,
I have been tasked with cleaning up some of the unknowns within Sage Estimating for our company. We are currently using the latest Sage Estimating 20.1 within Sage 300 CRE and since the update we have had some issues with our reports. The saved…
I have 2 different reports one is a Statement of Financial Position while the other is an Income statement, how can I get calculated fields value from my Income Statement Into my Statement of Financial Position noting that the IS has it's Data Model just…
Hello,
I’m new to Sage and looking to access estimates through Power BI. I’ve connected through ODBC, but I do not see how to get estimate information, only Database information.
any ideas?
This is a standard report in the system we currently use and is called P/R Edit List by Job. We are in the middle of programming the Sage system and have run a mock payroll but it is not yet posted. However the above mentioned edit report is provided…
Created a custom crystal report for client with Date from and Date to and customer number as parameters in order for sending all invoices to a particular customer for a specific month or range of dates.
The custom crystal report on the sage server…
We use a custom crystal report for our AIA type billing. Previously the items in the ITEM NO. column printed in the order that they appear in the Contract (which is correct). Recently certain items are printing seemingly randomly out of order. We did…