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I want to spool sage intelligence report using optional fields that I created on General ledger instead of using General ledger account or General ledger account segments on sage 300. /resized-image/__size/640x480/__key/communityserver-discussions-components…

How to add an optional field to the Sage intelligence report using the reporting tree.

Cause: There are several reasons why the task pane might not appear properly in Excel. One common reason is that it was closed by accident. In this situation, simply go to the View tab and choose Task Pane from the Show group to reopen it. Another…

I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…

Problem: After clicking on the SIRC icon in Web Screen and accepting all the pop-up the window does not open and get stuck on the welcome page. Cause: The issue is found if you have made changes ONLY to allow ADMIN access in the ...\Sage300\Online…

Good day Team I'm fairly new to writing Sage Intelligence Reporting, It seems like Sage Intelligence have default Account Grouping, How can i add or change those groupings or can i use the grouping that i added GL Group Codes ? I need to ignore…

As per my understanding Sage 300 budget linked to Account code (on GL). How can I handle objective based budget? Objectives are like optional fields: Eg: Acccount 1010 : Allowances Objective 1: budget $100k Objective 2: budget $200k

Please note that there is no installation for SI Version 2020 and higher. When installing Sage Intelligence on Sage 300 version 2020 and higher you will discover the 2019 version will be installed instead. The reason is because there is no new version…

Please i need assistant on the Subject above.I have entered all emailing credentials in the Company Profile under Common services in Sage300 to send a test message.It fails ,when ever i tried.Please i need urgent help,kindly find below screenshot of the…

Hello Team, I have recorded some transactions with miscellaneous item as a part of sale along with stock item and booked these entries from OE Shipment then followed Invoices. Unfortunately,these miscellaneous item is not reflecting any of the report…

Hi We have created a Sage Intelligence report using the report designer. The reports generate fine, but when you save the file and another user opens it, some of the SI formulas does not calculate correctly and give #Value errors. Formulas used for…

I am using Sage 300 CRE. I have a few employees that are capable of changing a job from In Progress to Closed. No one fesses up when a job is mysteriously closed when it should not have been. It is becoming a hassle to change jobs back to In Progress…

Hi Everyone, Our company has ~20 custom reports setup in Sage 300 as well as a handful of Sage Inteligence reports created by our finance team. Recently, 2 of the custom reports have started prompting for SQL login credentials at the same time Sage…

Dear all i wrote a macro in order entry module the macro doing order entry and ship all when post the OE transaction in Macro its make OE, invoice and shipment automatically but the problem sometimes its make order entry only i must restart the server…