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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.

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

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…

Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…

Hello, I want to change the workflow sender depending on the workflow code [F:AWA]CODE. The workflow code in question is ZTEST However, in a custom ZAWRKMEL script, the [F:AWA]CODE value does not seem to pass through. The result is an email sent by…

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…

Hi, I'm trying to modify a standard workflow rule POHSIG to automatically sign PO if [F:POH]TOTORD < [F:POH]CREUSR maximum value But it works only if user that creates PO is in the first line of Rule values. For Example how it works in standard…

I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…

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…

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…

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…

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…

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…

I have modified the original invoice footer with 2 format options by parameter field on Bill Type for user to select the format when printing. Example Footer A for Standing Billing Footer B for Tenant Billing Below is the formula from the existing sage…

I'm looking for ideas as to the best way to consume packaging in work orders. We sell products in various packaging....totes, drums, pails, etc. Currently the packaging is relieved from inventory at time of sales invoicing.....packaging codes are…

Trying to figure out how to invoice clients who have flat rate task and hourly task on one bill Example file application- flat $1400 report application as filed $18/ hrly can I invoice a flat rate task and an hourly task? Can I invoice a flat rate…

I need a report to show me any AR that was billed prior to 7-1-2017, but NOT paid as of 12/31/2018. Is there a report in TS that will give me this info? Or a combo of a couple reports that I can then put the info together in Excel? I use TS Premium …

I need to add our clients number (Nickname 2) to the WIP reports, anyone have experience with this? I have had no luck creating from scratch and was hoping to use our current WIP report and add the field (but the option doesn't show)

I've created a number of reports intended for Facility Managers to access through a link I made on their Landing Page. What I would like to do is pass their default facility through to the report to restrict the data they can retrieve to just that which…

I need to make a minor change to the L-PB Detail with Stored contract invoice format. The CNAME in TS Billing Field Names is giving our group name instead of the Company name. We have 5 companies and I need it to give the correct Company name based on…

Is there a Task Code to add a View Requester in Recurring Task Manager?

Hi, I wondered if I could tap in to sage city for some advice, as I am frustrated with support.na.sage The whole reason I am here, is that when I search the support site, I get to a issue, on the topic I want to learn about, and the article has a an…

Can anyone recommend a Sage Specialist for writing reports in the Financial Reporter in Canada? I need help and it can't be someone who is just learning to write these things, its a little complex.