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Learn how to streamline your reporting using report selections and how to use custom report settings to tailor payment information in your reports.

Hello everyone, I created a picking sheet form to print out as a thermal label customized to a merchant's specification. The label has two unsuppressed sections (rest suppressed), Group Header SO_SalesHeader.SalesOrderNo and the Group Footer. The Group…

I am adding the Creator (2 or 3 initials of our team) of a Sales Order/Work Ticket on the WIP Report. It only comes up on part of the Work Tickets listed. I have tried to compare of what has hours applied, what has parts, etc. Is there utility I should…

if an employee has a customized panel (which overrides the all user panel ) how can we return the customized panel back to the all user version? we had an employee accidently create a customized panel and it is not correct how can I get her back to…

Hello, I wanted to check if possible to have one report that has all information on the Purchase order such as : (Good thru date, invoice date and when PO processed as well if possible all of the information from the "Purchase Order List" report and add…

Is there a way to generate a custom 2 year income statement when the 2 years are not consecutive? Want to compare 2021 to 2019 - 2020 is a non-player due to COVID.

Does anyone know how to add a clear button to a custom Find List? example below. Thanks! Anthony

Hello! I need to add a new column in sage excel template with OfficeAddins plugin. This plugin has left sidebar with template fields, from which place this plugin gets this specific field list? Plugin doesn't show all columns from representation. Thank…

I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…

Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…

Hi All, Is it possible to create an instance of a Custom Entity using the workflow of a Main Entity? We have a custom Project entity, and we would like to be able to create a project from a case. In much the same was as you can create an opportunity…

Hi! I'm working with Quotes in Sage CRM, and I need some customisation. We work with some third company products, and add some markup (%) to this products. The problem is that we can't create each product as a preloaded product in the product section…

Hi How can i do this in .net SDK i try but not work

Hi, Is it possible to upload custom made templates? Thanks

I've created a custom script to record changes made to the order status of a sales order through a generic shadow table format but I'm having issues getting the time to record properly in the UDF_TIME field specifically. I'm not sure what could be causing…

I would like to automate some Visual Integrator Exports. However, I need to use the Select Tab to make sure each time the export runs the correct records are selected. I found the following formula helpful on the Sage Knowledgebase...and it works based…

I am trying to pull history for certain dates. There is not a column to be able to choose dates through the builder. How do I add this option to the sheet? TIA - Tracy

So if I was to attach documents to a sales order through Memo's, is there a way to print them when the Bill of Lading is printed?

Hi All, Is there any way we can increase the decimal points from 2 to 4 of a numeric field or any standard field? Please help if anyone have an idea. Thanks,

Is there a way we can add an "on-the-fly" text field that will show up on printed labels through Inventory Label Printing ? Our previous ERP system had a textbox on the print screen that allowed the user to type in a custom remark that then printed out…

We have office staff who need to clock in and clock out daily. Is there an add-on that can be used for this? And an easy way to import the time into Daily Payroll ? Thank you!

Our company has always charged a % of the order total for a shipping fee. I don't believe this is possible using shipping rate maintenance since I wouldn't want to have an enormous table with every possible price to the penny... This has left me looking…

Really really need help and no one seems to know. I need my Customized Payroll check to show the NET YTD not the GROSS YTD. I can't find it under the default options offered under the ADD DATA FROM SAGE section. I have no idea how to create it myself…