Sage 100

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…

A client has 15 Sage 100 companies & 9 Excel spreadsheets. Each spreadsheet has 20 tabs - one for each company plus several for combining different companies. SIR will take about 5 minutes to load. I'm looking for a recommendation as how to structure…

Good afternoon. It is my understanding that we are no longer able to publish Sage Intelligence financial reports that were generated using the Consol Financial Report Designer using the Distribution Tab in the BITools Ribbon beginning with version…

Hello to our Sage 100 U.S. members! :) We understand the impact the Coronavirus (COVID-19) is having and how it has and still is affecting your business. We want you to know: we're here to help and as the new year approaches, we would like to take the…

any suggestions regarding Cost of Goods sold for sage Intelligence reporting... this is after the fact General Ledger only does not tie to the A/P module. I need to be able to show the beginning inventory balance, plus the purchases, and then deduct the…

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…

We have added a new company. When we try to generate our Sage Intelligence reports only the headers appear, the report does not display any data.

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…

How do I tell what connector (data tables) are used on a given report?

Sage 100 2019 Sage Intelligence. How do I add company code from the SYO_Company table to my joins? In Crystal we would use "Not Equal" as a join for company name. In SI, Connector, there is only Right Join, Inner, and Outer. How do I get the company name…

I am creating a GL Detail report (GL_DETAILPOSTING) and need to have the fiscal year and fiscal period columns added to the report. What table do I use to join?

Appears that a client deleted the Consolidated Report Designer. I am trying to import it back in, and getting an error about the EXPAND.EXE program and a temp folder. Is this a rights issue to the temp folder?

I have a client running Sage 100c Advanced v2018.8 with Excel 2013 on a Windows 10 workstation. They moved their Sage server to a vm in February. Shortly thereafter, the SI reports started generating "Report Designer not licensed" error. The metadata…

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…

i have a report that is emailed regularly via windows task manager. I need to add a parameter to the report to pull in just the prior period data on one of the tables. my question is can the report run automatically given parameters require user interaction…

why is the container importing my excel file with blank (NULL) values for items with alpha numeric labels? additionally the columns have switched order? Excel Output Connector Module Sample Run Original Excel FIle Import

I have a report connected to the IM_ItemWarehouse table and need report manager to aggregate warehouse values. I have filtered down to two warehouses but I need to report items of these two warehouses in aggregate. Its creates duplicate rows in my pivot…

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…

We would like to install Excel 2019 perpetual license so Sage Intelligence can be run, however, the Sage Compatibility Matrix lists Excel 2010, 2013, 2016 or o365 Desktop as compatible with Sage Intelligence for Sage 100 version 2020 (6.2). Excel 2019…

I don't want the users to have access to the actual data tab. any way to lock it?

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…

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?

The SO_SalesOrderDetail has just about every field I need except the customer number. What other table can I use to link them and report this field in Sage Intelligence 100? I am using Microsoft Query.

Our client owns the connector. I know how to do this for Sage 100 Standard and Sage 100 Advanced installations but can't seem to figure out how to do it in Sage 100 Premium. Any ideas would be appreciated.

I have a client that is basically holding company, several companies, each with their own Sage server. They are wanting to do consolidated reporting in Sage Intelligence, for all companies. Can this be done? If so, how?