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  • Full Inventory Inventory List w/filters

    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…
  • Automated Inventory Reports

    Hello, I am looking at sending an automated monthly report to a customer with a list of the items they supply us. If possible, I also wanted to provide a breakdown of any work orders, inventory adjustments, etc against each item. Is this report possible…
  • Exporting all Formulas (spreadsheet based) to Excel (specifically level totals).

    Hi, I am trying to export my sage spreadsheet to excel with the stipulation that all relevant cells populate with the spreadsheet formula as it is set up in the sage spreadsheet (i.e. an item's total amount contains a formula that is the sum of all…
  • SAGE random pdf export cannot be opened

    Hello, We are having an issue with exporting reports to a pdf file. Random reports will not open and acrobat gives the message "Adobe Acrobat could not open 'name_of_file.pdf' because it is either not a supported file type or because the file has…
  • Inventory Summary vs Group Inventory and services

    I am trying to get a download of inventory ready for our Year End. I have categorized and noticed there are discrepancies in value. Through Reports 1) Inventory and services summary approx. $450.00/Inventory icon same 2) Inventory and services list…
  • RECEIVED PO / MISSING INVOICE #

    Hello, Is there a way to show which PO's that have been received in are missing an invoice? We just switched over from Sage 50 and when the warehouse would receive material in, they would check off the box "waiting on bill". That way I could then just…
  • Is there a way to calculate the commission by item sold?

    Hello, I have a warehouse of items that are are sold by sales reps. I need to compute commission earnings by sales rep; linking customer invoice detail to vendor costs. How can this be done for warehouse items? Thank you in advance. Ellen
  • Inventory Report - Duplicating Items

    I have ran the inventory report multiple times for multiple reasons and have the same issue. When I ran the inventory report and downloaded into excel I am finding that it is duplicating many of the items. I am updating list pricing and am checking for…
  • Formulas to pull out First name & Middle Initial separately

    I am looking for a formula (in Report Designer) to pull out the first name & another to pull out the middle initial. I know it's fairly easy to do in Crystal. However, I'm trying to avoid completely re-writing this report. Any & all help is greatly…
  • How to match Inventory (trial balance) amount with Inventory Valuation by Category - SQL statement

    For the past weeks, I have been working on generating a report that will provide the inventory amount per Category and should match it with the Inventory balance per Trial Balance or G/L or Financial reporter. Does anybody built a report on this using…
  • Item Sales Report Sorting

    I need to find a way to generate a report that shows how many times an inventory item was invoiced over a given period of time, and I need to sort it by the Sales Rep on the WO/Invoice. I am working to make sure stock items shipped to one of our locations…