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  • How to import Sales Forecast by Customer and Item

    We are on Sage 100 Advanced v2022.1 and I don't see anywhere a Sales Forecasting report or option to enter numbers or imported via VI. We have a new Sales Executive and he wants me to import sales forecast numbers, by Customer and Item to produce a…

  • Open Sales Order Reporting

    Has anyone found a way to generate a report for Open Sales Orders that shows how much of an item is still open, or how much of the Sales Order total is still open? For example, I have a Sales Order with 100 pcs, totaling $10,000. 50 of those pieces have…

  • General Ledger Detail Reports

    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…

  • How do I trace Transaction Listings in Sage 200C On-premise

    We have Sage 200c On-premise. The schema comprises of a Cube, Warehouse and Finally Sage Database. How do I know how data is being surfaced? Example: How do I trace data from Opening Balance, Transaction Listings (movements) through to Closing balance…

  • Table Mapping

    What is the link between the OESalesOrder table and OELineItem. I'm pulling the data via ODBC and trying to identify the key between the two tables. Any insight or documentation you can direct me towards would be greatly appreciated! (BW 2019)

  • Summary Reports are not flexible

    Summary Reporting is available for a specific case. Cahngeing the available detail does not result in a report with the desired Summarized Data. Example. If the Detail for Employees, regardless of Date in the filtered Date Range, is not achievable…

  • INFO: Sage can now supply Crystal Reports designer 2020 for Sage X3

    You can now conveniently download the latest Crystal Reports Designer 2020 for Sage X3 directly from our Sage X3 UK FTP Site. Previously this would need to be downloaded directly from the SAP website. For any licensing inquiries or questions, please…

  • Problem with "Taxable/Exempt Sales" reporting with Detail

    The Report, in the non-summary mode list subtotal lines that are not necessarily detailed as Subtotals. Without indication that these amounts are Subtotals by Taxable Type, there will be confusion to the amounts displayed. In essence the granularity…

  • Sales Reports Need to Include Sales Tax Including Tax Exempt

    Tax Exempt sales are not included in reporting as a detailed item. Example Report Sales Journal Report. On the Sales Journal Report, only the items in which a non-zero item is the jurisdiction/agency indicated. This is absent for the necessary reporting…

  • Why are there no "Last" period default reporting

    All reporting preset date filters are for incomplete period. "This" Period, Quarter, Year are only good and same as This "period" to Date. There is no Yesterday, Last Week, Last Month, Last Quarter... that is on a complete period. Depending on regular…

  • Quick Learn - Customer reports - Recording available

    Learn about some of the more popular customer reports. This session has taken place but you can catch up with a recording >

  • Allow ODBC link or other access to views

    Allowing ODBC links to payroll will enable back and forth automation for payroll, also enabling live insight reports on KPIs without the need to export reports.

  • Building a data model based on the LOG_VIEW_USAGE to monitor views usage in SEI

    Hello, I am trying to build a data model based on the LOG_VIEW_USAGE table from the SEI database and I'm getting the error below when trying to add tables in the data model designer : Nectari.DAL +++: Index was outside the bounds of the array…

  • Matching Transaction Report

    Hi everyone, I'm fairly new to Sage 200 and still trying to discover it's possibilities. I've been wondering if anybody has any idea if there is any report or how to create one that will basicaly generate you a list showing all the Credits and Debits…

  • Commonwealth of MA DLS Weekly Certified Payroll Report and Workforce Participation Form

    Hello Sage CRE community: Wondering if anyone out there has a custom report design they can share for this weekly reporting...?

  • SumIf not giving correct result

    Hi all, I've been trying to create a simple SumIf expression, which references an expression earlier in the report that I've created to add a small value of 0.50 to invoiced items that come in at 0 value. Here's the referenced expression: SOPInvoiceCreditLines…

  • New Webinar - Custom fields - Recording available

    Custom fields are a simple and effective way to get more from your software. You can rename the headings and simply use the fields to record extra information or use the fields to help manage your lists and filter them for improved reporting. This session…

  • What is the proper report to use to view orders invoiced but not shipped?

    What is the proper report to use to view orders invoiced but not shipped? We have tried to use Order Action Report and set the type to orders never shipped but it is not generating accurate data. Any insight will help! Thanks in advance.

  • NON Taxable Income on P&L

    Can I create an account group that prints after Net Income From Operations for NON Taxable Income?

  • View attachments in lists

    Is there a view or report that shows whether an expense transaction has an attachment? We upload a copy of every purchase invoice/receipt. Doing year end, I need to know if any are missing. The purchase invoice list shows if there is an attachment…

  • Unable to find Profit Loss / Income Statement API endpoint in api documentation

    Dear Sage Cloud Accounting Community, We have been trying to integrate our system with Sage Cloud Accounting using the API documentation, but we are unable to find the income statement/profit and loss API endpoint. However, we have noticed that it is…

  • Export Quantity Discounts in bulk

    Hello! We are in the process of building a website solely for our wholesale customers. We need to be able to put in the Quantity Discounts per item/ group of items. How can you export a list of Quantity Discounts including the Minimum Qty for Discount…

  • Option to select certain pay elements when generating historical reports

    We often use historical reporting to view specific payments paid over xxx dates. Would be great if we had the option to select specific pay elements only, e.g. bonus. Rather than a 200 page report which includes salary, overtime, on call, bonus, car…

  • Copying Find Transactions Report to Excel Frozen

    Hi! I was trying to export a report to Excel and it is frozen. Can not log out and restart a new session. When I log out and back in I go back to the screen that is trying to download the report. I am logged into a remote server. How can I cancel…

  • Time Tickets Not Used in Sales Invoice

    How can I get a Time Ticket report of time tickets not used in A/R invoices? All of my saved custom reports somehow disappeared and I lost a report that listed only tickets not already used on a customer invoice. I cannot find a report with a filter on…

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