• Creating AR Aging in Sage Intelligence Sage 100 Advanced

    We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…
  • Open Sales Order Report - Filter fields

    The Sage 100 Open Sales Order Report has a list of stock criteria fields, and some fields we added using custom office..see attached. Are we able to add additional standard Sage fields to this list eg; CustomerPO?
  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • Custom Report creation in Sage 100 ERP (in explorer?)

    Hi there, I searched and couldn't quite find what I was looking for. I'm looking to create a report where I can select 60 or so specific customers from our database and be able to see the sales (to all or each of them) of 35 items from our catalogue…
  • Print Copies of Picking List According to Item Quantity Per Order

    Hello everyone, I created a picking sheet form to print out as a thermal label customized to a merchant's specification. The label has two unsuppressed sections (rest suppressed), Group Header SO_SalesHeader.SalesOrderNo and the Group Footer. The Group…
  • Finding the number of invoices entered in AP? AP Analysis Report is showing data from a previous year. How do I change the periods it is pulling from?

    I'm trying to find out how many invoices are being entered by month/period. The generic report JAccounts Payable Analysis Report shows this information, but it is showing me data from year 2022, May through October. How do I change the date range? Or…
  • Sage 100C Report Writer - Can an HTML Hyperlink be placed in a Report Form?

    I'd like to include an active hyperlink in a custom report form using Sage report writer. Is there any way that the report writer can recognize a hyperlink or HTML?
  • Can you add a url to products so the crystal reports will export hyperlinks to our website?

    We'd like our quotes to display the product codes hyperlinked to their associated webpage on our website. Is there a way to do this with sage 100 and crystal reports? Seems like a very basic thing that should be doable.
  • Report Setting not defaulting to custom report for some users

    I've recently created some custom versions of reports (AR Aged Invoice Report, for example) and set them as default for all users, but for some users it still defaults to the STANDARD report every time. It is set to the default report via the checkbox…
  • Add a job cost related field to AR report in Crystal Reports

    I am trying to add the "JobDesc" field to our AR Aged Invoice Report so that we can see what job name corresponds with the invoice on the report. I'm a beginner in Crystal Reports, but here is what I've tried: In Crystal Reports designer, I created…
  • Fields not being saved on customized Sales Order form

    I have a client who has a fairly heavily modified SO form (although we cut back from what we had previously done by quite a bit). The client will have an issue with the Freight amount not saving on the Total tab. I will go in and recreate the customized…
  • Create custom report

    Hello, First day to Sage 100/Crystal Reporting and have been tasked to find out if there is a way to add a column onto one existing report and that column of information is from a different report. They are in separate modules. Seems it should be an…
  • Business Insights List Query

    Hello! I am trying to find a way to automatically export sales order data (specifically ship date) from business insights sales order view into a locked excel document provided by my customer. It would be nice if i could filter a whole list of orders…
  • Can I combine data from SAGE 100 Job Cost's JobTransactionDetail table and data from Job Cost's JobHistory TransDetail table on the same Crystal Report?

    I would like to combine data from SAGE 100 Job Cost's JobTransactionDetail table and Job Cost's JobHistoryTransDetail table on the same Crystal Report. I need to create a summary report that includes data from both tables. I'm hoping that someone has…
  • Need help with Taxable vs Nontaxable discounts on invoices.

    Hello, We are trying to set up an invoice report for a 3rd party company to help us manage our taxes. They require that we put taxable amounts on one row, and non taxable amounts on another row per invoice as we have some invoices that have both taxable…
  • Does Sage 100 2020 have the ability to drill down into detail behind a GL account?

    I can pull a report of the GL detail but this does not allow me to click back through to a record that affected the GL. We have been using this system for 2 months and I am trying to figure out if this is an option of the system or just something that…
  • Adding AP Check Forms to Multiple Companies

    I entered AP Payment Processing in Company "A," created a new Form Code, and used Designer to create a new custom Check. I have 10 other companies and would like to copy the custom Check to all of those companies. I think I'm supposed to use Report Manager…
  • Custom Statement Printing and Sales order Invoice Printing

    Does anyone that knows how to control and allow salesperson to be able user lock the by the salesperson to be able to see only see their only their customer statement and sales order invoice but no other sales representative. Currently, the lookup is…
  • Business Insights Explore

    In Business Insights Explore, is there a way for me to have the Data Field information and the Preview Field information on the same report? I've got all my fields the way I want them, but I don't want to just see the Invoice History, I want to see the…
  • Rollup account number on Balance Sheet

    I want to rollup an Inventory Allowance (1075-000) account into my Inventory Account (1070-999) on my blaance sheet. Can someone help walk me through? I am not sure I have the permissions becasue I don't see where to change it.
  • Customizing SO Invoice Data Entry - New Tab - Adding Fields/UDF with Drop-Down Menus etc

    Hi everyone, I'm using Sage 2013 I've added a new tab to the Sales Order module in Main > Invoice Data Entry I've added fields/UDFs (some are already ones that existed), but I'm unable to add to anything in this tab or figure out how to get some of…
  • Can you add a UDT to a custom financial report?

    We have a business that has two locations, so we use a UDT when entering transactions to split them accordingly. In order to show separate income statements, we have been manually creating them in Excel each month. This is tedious and leaves room for…
  • Custom Check History Payroll Report

    Can anyone tell me where I can find step by step directions on creating a custom check history payroll report? We have 3 departments and within the departments employee work within department numbers. I can print the payroll check history report and break…
  • Can a parameter in crystal report be used to select a printer

    We have a parameter in our Sales Order form that changes what is printed based on the parameter. I would like to have it print to a particular printer based on the parameter selected. Actually I want to print from a particular tray in printer based on…
  • Restrict access to standard report settings?

    Is there a way to restrict access to standard report settings while allowing employees access to custom settings? We recently upgraded to 2018 and use the Job Cost Module. The Job transaction detail report is something we use frequently but since we upgraded…