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  • How to filter in nGetResultSets or GetResultSets

    I am working on getting data from sage100 2016. I need to know how can I apply filter to data that I am getting using nGetResultSets. The documentation Sage100-2018 has shown what the function needs: FUNCTION GetResultSets(descColumn$, keyColumn$, dropBoxLoad…

  • error filtering title eq 'newsletter'

    I'm having trouble filtering leads using the `$title` field. When I use the following query: https://{{server}}/sdata/{{install}}j/sagecrm2/-/Lead?startindex=1&count=10&where=$title eq 'newsletter' It shows all the leads instead of filtering. Then I…

  • Filter by comparing 2 columns value error

    Hi all, I have this SQL query where I have a whereclause l.LineQuantity>six.TriggerQty select c.CustomerAccountNumber, c.CustomerAccountName, h.DocumentNo, si.Code as ItemCode, si.[Name] as ItemName, pg.Code as ProductGroupCode, six.TriggerQty…

  • Quick Learn - Filtering customers by analysis fields - Recording available

    Learn how to set up and use analysis fields to help filter your Customers list. This session has now taken place but you can watch a recording >

  • Quick Learn - Filtering customers - Recording available

    Learn how to quickly and easily filter your Customers list. This session has now taken place but you can catch up with a recording >

  • Link Sync Date Filters on Dashboard. Filter at Dashboard Header

    When multiple tiles exist on any dashboard, each tile is generally related to the others by way of being Cutomer, Vendor, Inventory etc. However, each tile still operates separately from the others while the user is likely to be looking at the same…

  • Just make all field available in Filters and Grids

    It is crazy that I cannot filter customers by Analysis 1 nor can I see Analysis 1 in the grid. Just make all the fields visible! So the dropdown will fall of the screen, I am sure we can scroll. Also let us choose the order of the grid, if that is …

  • Revert the Dustbin Icon in the Filter/Search bar to some other indicator.

    The latest version (V29) of Sage 50Cloud Accounts has updated the records filter/search taskbar to include Refresh which is great. However, at the same time have changed the discard search icon into a Dustbin/TrashCan. This of course is the general indicator…

  • Interactive Dashboard List Gadget Territory Filter

    Understand that List Gadget in Interactive Dashboard only allow String filter and territory is stored as int in database. Is there any workaround to allow List gadget to be filter with territory?

  • Batch Supplier Payment - Allow filter and search of suppliers

    Morning all, On the Batch Supplier Payment screen. We have a number of Sage 50 sites that would like the option to be able filter suppliers to be paid Currently you can only filter on invoices due for payment by due date or date range and there are…

  • Payment posting

    We have customers that we have hundreds of invoices that they pay. They are not in numerical order because we will make the invoice then change the date once the items actually ships. Also we have numbered the invoices differently based on the type of…

  • Filter payables

    We have vendors that we have hundreds of invoices that we pay. They are not in numerical order do to their different depts billing. We have to search thru all these sometimes several times to find the invoices we are paying, and usually this is 50-100…

  • Webinar - Filters and search - Recording now available

    In this webinar we looked at how to use the filter and search options to help you analyse your data. This webinar has now taken place but a recording is available. Open the webinar recordings article Sage 50 Accounts - Filter and Search - 202211 …

  • Being able to search/filter on Sales Order No. within invoice module

    Currently I can search and filter on every main field EXCEPT Sales Order No? This must be an error, its like that field just hasn't been chosen with all the others for filtering? Could this please be corrected asap please. Thank you

  • A search field in the bank activity screen to be able to search/filter by either 'Account' or 'Ref' or preferably - both!

    So often I wish I could filter the bank activity screen but end up dumping years worth of data into excel just so that I can use the search & filter options. Why can't we have these in Sage? We have them in nearly every other screen except Bank Activity…

  • How to populate the opportunities list on load from My CRM

    Help please! I believe there is a way to do this. However, I have forgotten how. When you open a list from My CRM, nothing appears on the list until you hit the filter button. Is there a way to get the system to load the data automatically without having…

  • More easily editable Filters for Invoice/POP/SOP/etc lists

    I would like to see an IN function, like SQL, so I can choose to see a specific set of Invoices. And/Or a way to edit the .inc fie it creates when saving a filter. Being a code file, it should be editable within MS Notepad

  • Filtered vendor and customer. Idea for both Payables and Receivables.

    Accounts Payable When posting an invoice and/or payment and choosing the vendor it would be nice to start typing the name then have a filter option show all of the vendors that fit within those parameters. i.e. When typing "Zoey" All of the Vendors…

  • RemoveLookup remove --All-- option

    Hi there! I want to select which options our users can choose when looking up opportunities. Primarily, they should only be able to see their own opportunites with the exception of 2 users that should be able to see all opportunities, regardless of…

  • Is it possible to filter selection field?

    Hi All, I wanted to filter the 'Selection' field in the workflow stage based on value. I would like to know is it possible to filter a 'Selection' field using a script. Any help??

  • Country of Origin - improvements of oversights

    Whilst many are grateful for the inclusion of a "Country of Origin" option on Product records, there appears to be some oversights in it's implementation. Cannot set a default Country of Origin (e.g. to XX - Unknown; this would be much better if the…

  • Filter applied after removing quick search

    Attempting to load a saved filter and implement but Sage is insisting on including a previously used filter as well as the saved filter and the clear button is not working after upgrade to V26.2. Any ideas on how to rectify this?

  • Filter left list by user access?

    Is it possible to filter a left list so only records I want the user to see appear? i.e. Only show records that the user has access to, or only show records that have a creation date < 14 days etc? So we can have 'All requests', 'my requests' and…

  • Building List screens with FilterBoxes

    Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container following the list making it more difficult to create a screen with filterbox like behaviour. The…

  • How to filter a pipeline object based on filter screen values

    We know that a LIST block can be filtered based on a standard filter screen block via var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj = filter; Can we filter a pipeline object in a similar fashion…

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