• 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…

  • Bug re default forms if perpetual - Any movement on this?

    Solution ID: 111860 dated 8/24 - would love to see a hot fix on this SOON......

  • Schedule Crystal report

    Scheduled regular sage 100 rpts work well in task scheduler.

    Is there a documented way to schedule a custom crystal report.  Posts I see are many years old so hoping there's an easier solution now.  Have a involved rpt that takes a while to run while…

  • Looking to Customize Customer Statements Sage 100 2019

    I am looking to customize customer statements in the A/R Period End section. I can set up basic customizing by setting up a new form and going into design and making my changes, but I want to limit which customers are generated without having to enter…

  • Custom Report removed in Report Manager still showing up as optional Report Setting

    I've been tweaking our AR Aged Invoice Report in Crystal Reports and have ended up with a few versions that I now need to delete. They are showing up as options in the Report Setting List. I've deleted them in the Reports Manager, but that had no affect…

  • 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…

  • When trying to link item memo with purchase order wrk as soon as I link the tables and try to run the report i get The database login failed.

    I am on Sage 100, 2020, Premium (SQL) version 6.20.0.1

    I have customized the Purchase Order report and it works fine from purchase order printing until in crysal reports I link the inventory memo table to the purchase order wrks table.  As soon as I do…

  • 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…

  • User Defined Fields Data

    We use UDFs on our Invoices to populate fields with both product codes and lot numbers. If those items are already part of the products invoiced, all is good. If we have to manually enter product codes or lot numbers, we have a weird issue. I'll try to…

  • Crystal Report Page Layout not previewing any width greater than 8.5"

    I created a Sales Report in Crystal Reports 2016 that has 20 columns of Summary and then those 20 columns have sub-reports that I have linked to provide the Details by simply clicking on the hyper-link of the Sub_Report name.  I added the Sales Report…

  • How to obtain Quantity of Items Sold and Issued with Custom Date Range

    I am trying to export a report, by vendor (or product line), of the quantity of items sold AND issued for the last 12 months. We would like to be able to export it using any custom date range that we want. What is the best way of getting this data? I…

  • Surpress Blank Space when inserting images using OLE objects onto Picking Sheets

    I figured out how to add images to our picking sheets, but not all items have images and those that don't leave a huge blank space where the image is supposed to be. Is there a way to "collapse" this space if there is no image associated with the product…

  • Adding Form Codes to Picking Sheet Printing

    I am modifying our picking sheet and want to save a "test" version. When I am in Crystal Reports and I go to "Save As", I create a new folder in the "SO_PICKINGSHEETPRINTING" Folder. It doesn't show up as a form code when we go to print a picking sheet…

  • Need some help adding 2 fields together

    Hi all,

    I need to add the Sum of 3% Parts ( which seems to be a sum at the Group 2 level) and 3% Freight but I cant seem to get them to add correctly.

    Any help is greatly appreciated.

    ---

    Parts Extension
    IF {AR_InvoiceHistoryDetail.ItemType}="1" THEN …

  • Table for "Promoted to Order On", VI and Making Excel Reports

    I am trying to make an excel sheet (ideally a custom report), which shows the amount we invoiced every day, and the amount that was promoted from quote to sales order every day. Grouped bar graphs is what I'm trying to achieve. 

    I figure the easiest…

  • Is an "Enforced Both Inner Join" type supported by the SOTAMAS90 ODBC DSN?

    I seem to recall a Sage KB that indicated there were only 3 Join Types supported by Sage (MAS, back in the day). Inner Join, Left Outer and something else. I don't recall hearing about the "Enforced" setting. I ask because we have a client who are very…

  • 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…

  • Picking Sheet Printing - pritning orders that contain a specific item

    I'd like to edit the Picking Sheet printing Crystal report to only print orders containing a specific item.  So if it contains that item, it prints a picking sheet with that item and any additional items ordered. 

    Does anyone have a formula for that…

  • Crystal Reports - Sales Order Picking Sheet - Adding User Name Generates Blank Pick Sheet

    Hello, 

    I'm trying to modify my picking sheet so it shows which Sage user created the sales order. I'm using Sage 100 ERP 2013 and Crystal Reports 2011.

    I have "SO_SalesOrderDefaults" added in Crystal Reports under Database Fields, but when I add…

  • Removing Extra Space on Form

    We're editing our picking form, but now when there is a comment on an item it will add a line of space before the next line item. Is there a way to get rid of this space? Is there a way to get rid of the extra space created when an item doesn't have a…

  • 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…

  • 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…

  • Work Order Traveler adding a UDT link

    I've created a UDT with 2 fields, ItemNumber (The key) and Description (A multiline text field).

    I want to link the ItemNumber to the ItemBillNumber of a work order and display the Description on the Work Order Traveler.

    I've added the UDT table in…

  • Crystal Reports: Beginning course October 28-29 (4 hours each day)

    This course is the starting point to learn how to create crystal reports.  In this 2 day hands on virtual class you'll begin by creating a simple report and progress to more complex topics such as creating user-defined parameter fields and defining formulas…