• is there a way to not only hide the data but lock it as well?

    I don't want the users to have access to the actual data tab. any way to lock it?
  • Sage Intelligence Connector - Adding a duplicate or alias table

    Sage 2019 I created a Data Container. I added a table and would like to add an alias of the same table with a left join. When I attempt to add the table, a message informs me the table has already been added. In Crystal or Access, I am allowed…
  • Payroll Data Missing in Microsoft Query Sage Intelligence 100

    I am pulling from the table used in the PR_EarningsReport but not all fields are being populated in my query. For example, I can get Employee Number but not First and Last Name?
  • Is there a way to pull data from a specific source code, like AP or AR?

    We are looking for a way to separate our YE AJE's. It was suggested to us to use a source code named AJ. We'd like to create a set of financials that shows the unadjusted trial balance, then the AJE's, and then the final balances. So, my question is…
  • Multiple Reporting Tree Selections

    I am trying to create a departmental report with a selection option for division. GL Structure is Main-Div-Dept Client would like a drop down to select the Division and the columns would be the departments Option 1: Have a tree with each division…
  • Reporting Tree Account Filter Rules

    I have created a Reporting Tree for a client where the nodes are cities. For one of the cities, the account filter rule needs to include three filters: ???-???-000 OR ???-???-100 OR ???-???-600 I can only get two of the rules to work. What am I…
  • AR- Explore

    Under AR there is an EXPLORE folder. When I choose Customer History Invoices View on my PC , you will see two folders. Open invoices and customer payments folders and it populates data in the grid. when i log into a different users pc and i open the same…
  • Error in Sage Intelligence Excel document

    I have a user that is having an issue in Excel after they run a report through Sage Intelligence. On the right panel in Excel, under "trees" they are clicking "manage" and it is producing the following error. Starting having these issues after installing…
  • sql formula add business days

    What would the sql statement be to add 3 business days to the Sales Order Delivery Date? There is probably a shorter version but I got this to work. CASE WHEN DATEPART(day,SO_SalesOrderHeader.ShipExpireDate)=1 then DATEADD(day,3,SO_SalesOrderHeader…
  • How to refresh Custom Report in SAGE?

    Hello, I have created a one crystal report, which has couple sub reports. Now I set then up in the SAGE under the custom report. Now I made some modification to the subreport and then re-import it. So if I open the master report in crystal report I…
  • Power BI and Sage Intelligence and looking to hire an expert

    Hi All, Our company has Sage 100 2015 and we are just now starting to use Sage Intelligence. I am pretty used to report writers so learning to write reports in SI is fairly easy. However, my difficulties have to do with the set up of Power BI…
  • UNION Query SAGE 100 (MAS90)

    Does the Connector support UNION Queries for Sage 100 Data? Have a simple UNION that just doesn't seem to work. See sample below: Select JT_Transaction.SalesOrderNo as 'SalesOrderNo' , JT_Transaction.TotalCost+JT_Transaction.TotalLaborCost…
  • SQL Query for Operating Income?

    Sage 100 Premium 2014 User - We are looking at building a dashboard with Tableau and one of the things we'd like to see is operating income at a monthly/weekly/daily level. Has anyone built SQL queries with the Sage database to show Operating Income…
  • How to Query the Month or Date an Invoice was paid in full.

    Hi, Maybe anyone has a good approach for this... I want to query the Sage 100 AR Tables to list me the Invoice with the month (or date) the Open Balance became "0" or went negative. Thanks for your help! Best, Bastian
  • Vendor List?

    FormerMember
    FormerMember
    Under Reporting I would like a vendor list with company name, address, contact phone e-mail, fax. Why does a vendor list just list the vendor name, contact, phone and fax. Can't find the address information? Dave Coleman
  • Sage Intelligence free reports question.

    What Sage 100 versions are supported with the free reports?
  • Adding a "SQL Expression" to a container in Sage Intelligence

    The following SQL Query pulls the information exactly how I want it running it outside of Sage Intelligence: SELECT AR_SALESPERSON.SalesPersonNo, AR_SALESPERSON.SalesPersonName, AR_SALESPERSON.salesmanagerno AS manageNo, salesmanage.salespersonname…
  • Sample Template Reports for Sage BI

    Does anyone have any sample templates for Sage BI, specifically a report that has EBIT and EBITDA and a GL Trial Balance that rolls up to the main accounts? Version is Sage 100 Premium 2014. Sage BI core version of 7.3.1. Thanks!
  • Paperless Office Form setup.

    I want to keep a copy of all purchase orders and sales orders. Is there a way to "force" sage 100 to do this without depending on the user to remember to click the PDF all when creating a document????
  • Account Group Maintenance

    How do you create a new category and a new account type for the purpose of creating a new group account? We want to create our own in addition to the default ones we have. We would like to create new categories and new account types. Do we have any options…
  • Sage Intelligence Link Formula between Excel worksheets

    Does any know if we can link (or reference) GL accounts from one worksheet to another in SMI report? The purpose is to is to simplify update of accounts Say sheet1 we have a good report. In sheet2 column A, we want to link to accounts in sheet1. If…
  • Sales Order Detail line business object.

    I've written a script that does some calculations in the SO_SalesOrderTierDistribution and I want to write the results back to the Sales Order Line. The oBusObj is the TierDistribution line. How do I refer to the Sales Order Line itself? I tried retval…