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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.

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. Is it possible to run multiple general ledger detail reports at the same time, but have each account print on a separate page? I have to run up to 14 reports each month for 60 clients and if I could run 60 reports each month instead of 840 that…

Is there a report I can pull in sage that will show me what we have paid out to our subs on a job so far vs what we have received so far from our client on this job? The client is making payments, and we want to make sure that we haven't paid our subs…

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, 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…

Hello, We are trying to set up an invoice report for a 3rd party company to help us manage our taxes. They require that we put taxable amounts on one row, and non taxable amounts on another row per invoice as we have some invoices that have both taxable…

Hi, I want to run a report for a specific BP/Customer and I would like this report to show a complete list of all transactions for the customers - open and closed, invoices, CMs, DMs. I want to see 2 columns, one showing original amount and one column…

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…

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…

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.

How do you deal with 13th period on X3? Making the last day of the financial year to be the 13 th period is not an option since we have transactions to post on the last day of the financial year. Anyone else who needs this functionality?

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…

Hi folks, I work for a foster care/adoption agency and we're trying to modify our child care cost sales invoice templates in Sage. Usually our invoices have the client listed as a county department of jobs and family services, and billed to the foster…

Hi, Does X3 have a report that shows what is owed by a customer. This would be any open invoices that have not been paid. FAHAD