• 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…
  • exporting invoice detail lines

    is there a way to export the line details on current open AR invoices. When I use Business insights the current open AR invoices just give the balance of the invoice not the line detail for those invoices. If I use invoice history I get more then open…
  • Build Custom Explore Views?

    Is there a way to build custom explore views. For example, If I go into Business Insights > Explorer am I able to create one of those views from scratch?
  • Making an Explore view a shortcut

    I am wondering if there is a way to make a custom view from the business insights explorer a shortcut within the Explore Tab? am I able to put a custom view in here somehow as a shortcut?
  • Company Copy | Customized Fields not copying over

    We are attempting to copy over all of our customized to fields from a test company to a brand new company. Is there an easy way to copy over the customized fields and panels while creating the company?
  • 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…
  • UDT in AP Invoice detail

    I've created a UDT in AP. Populated the data and then created a UDF in AP Invoice Detail. The Code field appears from the table but i cannot select it. what needs to be changed? UDT AP Invoice Detail UDF in AP Thanks for your assistance…
  • VI Job How can I import a job with forced return?

    I am importing new item descriptions and it includes a character return (alt enter). If I enter it in the file, it causes the entry to error out when imported. Is there another way I can import it or will we have to go in and manually enter the hard return…
  • Product Line in Open Sales Order Report

    As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all! I am working with the Open Sales Order Report now and stuck on suppressing some items in the report. The end goal…
  • How to import Sales Forecast by Customer and Item

    We are on Sage 100 Advanced v2022.1 and I don't see anywhere a Sales Forecasting report or option to enter numbers or imported via VI. We have a new Sales Executive and he wants me to import sales forecast numbers, by Customer and Item to produce a…
  • User Defined Script causing an error

    I created the following script to populate ShipWeight$ in the CI_Item table when either of 2 UDF's are changed. I am now receiving an error 88 type mismatch (error window below). Any thoughts? START OF CODE Dim retVal Dim cpwgt Dim cpwgtstr Dim…
  • Get Handle for UI Object from a custom panel

    I have a request to add an "options" button that will open a custom dialog box with various button scripts performing different functions. One in particular is hiding some elements on-screen for what I suppose is to sanitize some information for screen…
  • Creating a Time UDF with Default Value

    Sage has built-in support for storing dates in a UDF by simply changing the "Data Type" to "Date". Then under default value, "<SystemDate>" to allow the date to be immediately filled upon new record creation. Did they forget that dates are usually paired…
  • VI Import Job Unable to open [wdx][odb]<dsn_name>

    I just upgraded from Sage 2020 to Sage 2023 and can't get any of my existing (or new) VI Import Jobs to work. When I try to actually run the job and test them, I get the message: "VI JOB_NAME Unable to open [wdx][odb]<dsn_name>" I don't get this message…
  • Use VI to Import So Invoices and create So Invoice batch

    I am looking to import sales orders either into sales order invoice and create an invoice batch or import into sales order shipping data entry. Of course it would be ideal if it would pull the lines in without having to give each line item its own line…
  • color SO Header Customer# defined by AR_Customer Type

    Trying to color the SO header customer# field if the customer type fall = specific value. I appreciate if you can help. Ctype = "" retVal = oBusObj.GetValue("CustomerType$", Ctype) If Ctype = "SDIS" then Set myUIObj = oSession.AsObject(oScript…
  • General Journal Posting - duplicating

    Has anyone run into an issue with a general journal posting that occurred months earlier now showing a different result if you were to run the report today? In January we had one entry, and if we run the report today, it shows 3 of the same entry. For…
  • Adding Columns to Transfers in Transaction Entry

    Is there a way to make hidden columns by Transaction Entry type show in transaction types they don't typically? And be editable? For example, the Unit Cost / Price definition in the Sage Help has this note: " The transaction type selected in the Transaction…
  • Customer Maint display bill to on sold to main screen

    Does anyone know if you can display the billto customer # in the main screen in customer maintenance on the sold to?
  • DFDM Modifications to Allow UDT Field Lookups

    When viewing a multi-line field within DFDM I noticed that one of the UDF fields within the current table (AR_Customer) had a Nomads Tag that suggested I may be able to possibly manipulate a different multiline field to perform a lookup within a UDT.…
  • Possible to change text color of a locked UDF?

    Is it possible to have a locked UDF field display its contents in red, possibly via a DFDM property change? I've attempted (without success thus far) to update the color via the DFDM Nomads_Color property to 01FF which appears to be the hex code for…
  • Add a Custom UDF for Inventory Price Change

    Does anyone know if you can add a UDF field in Inventory Maintenance that shows the date of the last price change?
  • Permanently Enable Button on UI

    I have a button script located on a Cash Receipts Entry screen. Sage disables it by default until a customer number has been entered. The purpose of the button is to assist the user with locating the customer number, so this doesn't work for our use-case…
  • customized panel

    if an employee has a customized panel (which overrides the all user panel ) how can we return the customized panel back to the all user version? we had an employee accidently create a customized panel and it is not correct how can I get her back to…
  • Button Script to Add Comment Line to GD_Lines Table in SO Invoice Data Entry

    From the Payment tab in SO Invoice Data Entry I have added a button with the caption "CC Receipt". Upon a user clicking this button I would like a comment (Item code /C) added to the next line number with details from the credit card. First I actually…