Sage 100

Hello, I'm using an SQL version of Sage, and use Sage 100 Premium. I'm having an issue with a report in Sage Intelligence. I have a copy of the Sales, Customer Sales report that I had copied into another folder. When I try to click on it, it immediately…

On Sage 100 Advanced 2021 sp5. I created a container with only the AR_InvoiceHistoryHeader file. added 4 fields. set the filters to a single date and only Source Journal "SO" the invoices are all duplicated. I tried the same thing on a different…

How do I find the location of Sage Intelligence reports of the network?

I'm looking for assistance on an Inventory Valuation Report. I'd like the report to sort via valuation. The highest values descending to lowest. I can't export to Excel and sort that way because of serial numbers. Does anyone have ideas on how to…

Hello, I'm looking to create an Income Statement by a specific date range. There was a previous post of an individual stating they wanted to do the same thing and the response was that it could be done, but that you had to have Report Designer. …

Can the reports "GL Transactions incl BegBalances" & "GL Transactions Incl Open Balances" be converted to Consolidation reports? Or, is there a way to set the company code and add the 8 companies as sub-reports?

When I run a standard Customer Sales report in Intelligence for a month (Nov in this instance) it does not tie to the PL or sales recap report . Intelligence is typically higher than the PL. I can trace it to a specific product line but I don't see anything…

Has anyone come up with a way to force SMI to generate reporting units to individual worksheets without manually creating a worksheet for each unit? I have a client migrating from FRx and they have a reporting tree with 280+ units. Creating a worksheet…

I cannot get to the Sage Intelligence Reporting. When I click on Report Viewer, it asks for a network repository, and I select a folder but it just keeps asking for the network repository path. My question is 1) How do I get passed this, or 2) Is there…

Hello Everyone, Looking for a little help on how to print the sales order line number on Packing Slips & Invoices. We are finding every time a partial order is shipped the line numbers are renumbered starting at one based on the remaining lines…

Hi everyone, I'm wondering if anyone knows how to generate a list of all customers that have special pricing methods set, including: Cost Markup Amount, Cost Markup %, Price Discount Amount, Price Discount % and Price Override. The one that's chiefly…

Wrote a Positive Pay report using the Intelligence a couple of years ago for a client. The report contains the Bank Account Number from the GL_Bank file. They just upgraded to Sage 100 2019 ran the report and the Bank Account Number is blank. Searched…

After switching machines, my Sage Intelligence reports are not sending properly. I had been sending the reports to users utilizing the File - Share option in Excel on my old laptop. After switching, when I send through the File - Share option, all users…

I have created a custom report in Report Manager that I want another user to be able to run in their Report Viewer. How do I share these reports?

Hello, i am trying to create a report, and want to supply the TimeUpdated String(8) field from the IM_PriceCode table. can i create a formula field to convert that Field to a 12 hour time field? if so.. how? Thanks for reading. Peter

I have used the @Date@ variable in the file name when generating the output file. It is not working any longer. I've recently updated to Office 2019 and thought that it may be the issue. Has anyone experienced the same?

Hi All, I am struggling with this issue. Everything I read says it should work this way but it does not. Client is on Sage 2017 Standard. I created a report that uses a silent connection. It is 64bit and I have set it up as a System DSN. Works fine…

Is there a way to do a profit report per customer?

Want to learn a few tips on using Excel that relate to reporting with Sage Intelligence? Check out the tips available, all relating to reporting. https://goo.gl/LHYfbe You can sign up now to receive these tips in your email or bookmark the page or both…

If you're looking for an easy introduction to Accounting and Financial statements, take a look at the following set of videos provided by Khan Academy: www.khanacademy.org/.../accounting-and-financial-stateme Then if you'd like to see how this is…

Hi all. Last week Sage Intelligence released a new Learning Portal, consolidating all of our learning material and providing you with clear and concise learning path for Intelligence Reporting desktop products specific to the level you're at. It includes…

I have a client experiencing some errors I have never seen... They are heavy Sage Intelligence users. We just upgraded to Sage 100c 2016 a few weeks ago and since then their Sage Intelligence has been more error prone than I would like... Here is…

I am running a COGS report for the week ending 4/15/16; however, not all of my invoices are coming up. I verified that one particular invoice in question was correctly posted in that time period, and the items are allocated to the correct GL accounts…

Do you know of a way I can launch Sage Intelligence without having to login to MAS? Or are you required to launch it from MAS now? I am coming from FRx and used to just launching that to run my Financial Reports. This is on Sage 100 2016. Thanks, …

Sage Intelligence 2014 My workbook contains charts, yet when I select the distribution instructions, I can only select the data sheets and not the charts. How can I distribute the charts in the workbook?