• Type mismatch when using zeroingll in Sage Intelligence

    Getting an error when trying to add in the zeroingll to a spreadsheet tab. There are no non-numeric fields in the column used for checking. What else to look for?
  • Aged Invoice Report

    When I uncheck "Age Credit Memos" on the AR Aged Invoice Report, credit memos are still showing up on the aging report. Any help is appreciated.
  • Anniversary And Birthday Calculations

    I am attempting to modify an existing report in Sage 100 to show employees' next anniversary date and birthday starting with the hire date and birth date fields entered on the employee set-up screen. I can't seem to get the addint function to work if…
  • 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…
  • AR Aged Invoice Report - Past Due

    I am looking to customize our AR Aged Invoice Report to replace a manually done Past Due Report. The report is fine how it is for the most part, but I am wanting to filter the 30, 60, 90, 120 Days columns to exclude all zero's. The report is way longer…
  • InStr issue

    I'm trying to use if instr({Sheet1_.Restrict},{CI_Item.UDF_BRAND}) > 0 then "Alert" Sheet1_.Restrict is excel cell with this exactly [" Smith's Sharpeners "," Arkansas Sharpeners "] {CI_Item.UDF_BRAND} is over 850 brands The problem is its returning…
  • ReOrder Points

    We have set reorder points on all our products we inventory, these items are flagged by a udf in CI_Item. The reorder point report in Sage looks kind of clunky to me and I was trying to get a notification to order items below the reorder point. I've read…
  • Sage Intelligence missing report on Viewer

    I have a client using Sage 100 in a cloud platform (SWK). When I login under the client's name into SAGE (but my name on the network), I can see a report in Report Viewer. When the client logs in under their name in the network and into Sage, they do…
  • Auto Generate Purchase Orders Report

    When you use the Auto Generate Purchase Orders from Sales Orders you select the criteria you want to generate PO's for, then once you click proceed you can view a report before actually generating PO's. Not sure what that report would be called but, is…
  • Database Link on Open Orders by Item Report to show Qty on Hand

    I've been working on some changes to our Open Orders by Item report in Sage 100. I would like to print this report, and have it indicate the quantity on hand in addition to the items on open orders to better help show when product is available to fill…
  • 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?
  • Highlight new sales orders in and existing Custom Crystal report-Sage 100c version 2022- SQL server 2017

    PFC, The Plastic Forming Company is a manufacturer of blow molded plastic cases. We use Sage 100c version 2022 supported by a 2017 SQL server. Back story We have an existing custom Crystal report which tracks from the Sales Order module new and existing…
  • Create company parameter for Intelligence report template used across multiple databases

    We have a client that has several hundred companies in Sage 100. They have a report template that they would like to run individually on each of these companies. The customer owns the Connector module. Using the standard Autoconnect connection in…
  • Using Excel for a database/formula to alert me of sales restriction in Crystal

    We have a lot of sales restrictions here from UDF Brands, Bill to Country Codes, UDF lithium, UDF MAP, certain UDF Brands in certain Countries and so on. I have most of them caught in a Crystral report but I'm not sure how to catch these. I have a lady…
  • Instr formula not working with else if

    I'm trying to use multiple instr with else if but I think its only working on the first one. I have a customer memo code with some sales Brand restrictions and this one that catches third party restrictions. It also catches other stuff like no export…
  • Hiding columns on a trend report

    Hello, I'm new to this community and was hoping to find somebody that can answer a quick question. I have written a couple of Sage Intelligence trend reports using Sage 100 database and I can't seem to be able to figure out how to not print months that…
  • 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…
  • Crystal Report- Tax Report

    Hello, I'm trying to create a crystal report so we can generate CA sales and taxes charged. After selecting the data I want populated from the module I'm able to run the report but I only get like 5-6 results. Does anyone know why or how I can have the…
  • 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…
  • 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…
  • 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…