• Is there a PO Return of Goods History Report

    Is there a PO Return of Goods History Report? I see Inventory Sales History, Inventory Receipts History, and Inventory Issue History Reports under IM module, but I don't see an Inventory Return of Goods History Report. Nor do I find one under the PO…
  • Sage Intelligence using Fiscal Year 4-4-5

    In Sage Intelligence if I run the report Fiscal Year Detail, the start date is not accurate if you are using a 4-4-5 Fiscal Year. The formula used to calculate the start of the month is not accurate and is off by days, resulting in incorrect period…
  • Information Assistant RDP connection does not allow users to print via local printers

    Hello everyone, I have an issue that I haven't been able to find a good fix for. Users in the office access Sage that is installed on one of our servers with an RDP connection into the Information Assistant app to pull reports, particularly Job Cost…
  • Crystal error when running reports

    Fresh install of Sage 100. I ran the installer as domain admin as well as the WksUpdate Standard file. I have already tried reinstalling the software over 5 times and verified all necessary files were present in the C Drive file path. Is there any other…
  • AR Aged Invoice Report

    Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
  • AP invoice and the AP Trial Balance Report compared to the GL

    Hello, I ran the AP trial balance report for January and compared it to the January GL. I discovered it didn't match. I found out that someone had entered a January invoice into February. Then to correct it, they adjusted the invoice to 0 in February…
  • Previous employees on Vacation report 5-1-8-86

    On report 5-1-8-86 How do remove old employees from the report? Some of these employees have not been employed for quite awhile, but still show, even with a zero balance.
  • Oregon Corporates Activity Tax Report

    HELP! What reports are you pulling/printing to do the Oregon Corporates activity report? We are a WA. based business, but we also do jobs in Oregon. Need to be able to separate the states or tax district. What I'm looking for is a report that will…
  • Missing reports after migration

    After migrating. to a new server, all the custom reports are missing. The reports are in the company directory\reports but do not show up when selecting the report in the modules. I can manually re-add them, but this is time consuming. Any suggestions…
  • (REPORTING) How to link invoice line items to GL Detail Posting?

    Hi all, We do most of our customer reports based off the GL_DetailPostings table. I have a few reports filtered to only show "SO" module transactions and I pull in some additional data from the InvoiceHistoryHeader table but now am being asked to…
  • Table that stores monthly "beginning qty"

    Hi guys, Would you please lend me your hand in finding the table that stores beginning qty (and also value) for inventory? Basically, i'm trying to replicate the "5.History" tab in Inventory Inquiry. I've looked into IM_PeriodPostingHistory, IM_ItemWhseHistoryByPeriod…
  • Inventory Valuation report Sort question

    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…
  • Automated Inventory Reports

    Hello, I am looking at sending an automated monthly report to a customer with a list of the items they supply us. If possible, I also wanted to provide a breakdown of any work orders, inventory adjustments, etc against each item. Is this report possible…
  • P&L by Specific Date Range in Sage Intelligence

    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. …
  • convert single company GL reports to consolidated company reports

    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?
  • SAGE random pdf export cannot be opened

    Hello, We are having an issue with exporting reports to a pdf file. Random reports will not open and acrobat gives the message "Adobe Acrobat could not open 'name_of_file.pdf' because it is either not a supported file type or because the file has…
  • Inventory Valuation Report and Available Quantity

    Hello! i'm hoping you can help me with something that i'm sure is a very simple fix. We run small inventory counts usually to confirm and reconcile backorders or questions about shipments through the month. Usually, we run an inventory valuation report…
  • Basic Authentication with SMTP - any workarounds for Sage100 v2018 users?

    Has anyone found a workaround for the Microsoft and Google authentication changes? We have Sage 100 v2018 and it looks like we will be forced to upgrade.
  • Sage 2021 PU2, PR 2.21.3 Upgrade - Have to re-add Payroll Custom Reports with PII Wrk table from 2018/2019?

    Howdy - I have had 3 separate upgrades where the client is upgrading from 2018/2019 with fairly recent Payroll updates (2.21.1 and greater) to Sage 2021 PU2 with PR 2.21.3, and after data conversion, if they have any Payroll custom reports from the previous…
  • create new Sales Order form where lines print in correct order

    I need to create a sales order form for KnowledgeSync. I can't get the lines to print in the correct order. The standard sales order form created from the sales order work table has a "Group" that I'm assuming is what gets order lines to print as displayed…
  • Print List of All Jobs from 2015 - present -

    Please forgive me if already answered somewhere, but I could not find it. Sage 100C - I need to print a list of all jobs from 2015 - present. Just need the Job Number, Job Name, Job Address. This should be so simple, but I was not able to find…
  • Report that breaks out allocated cost

    We need a report (preferably one that would easily import into Excel) that breaks out the allocated cost for inventory receipts by lot. You can look at this information in the cost detail tab, but I cannot find a report that shows this information separately…
  • Purchase Order Printing

    When I print the purchase order it does not show the item description on the purchase order. How do I fix it to show the description on the purchase order? Thanks
  • Unable to print this report while a G/L update is in process

    I'm trying to run a report in one of my Sage companies and I'm getting the following error message "Unable to print this report while a G/L update is in process". I've been getting this error message for over one 24 hours. I also checked with my colleagues…
  • Custom payroll history report never stops running.

    I've tried converting a custom 401k report from v2017 to v2019. In v2019, the new report never stops running. The selection criteria allows the user to specify a beginning and ending check date, and choose a pay cycle. It doesn't seem to matter how…