• Sage Intelligence Reporting - Need currency conversion rate in Sales Master Report

    I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…
  • Credit Card Receipt Confirmation Report Customization

    Hi, We're running Sage 300 2022. We just got Paya installed and did our first Credit Card transaction. I'm still fairly new to the usage of Sage and Crystal Reports. How do I customize our receipt confirmation report to include Order Number or an Invoice…
  • Crystal report Issue

    Created a custom crystal report for client with Date from and Date to and customer number as parameters in order for sending all invoices to a particular customer for a specific month or range of dates. The custom crystal report on the sage server…
  • Formula to Suppress the footer option

    I have modified the original invoice footer with 2 format options by parameter field on Bill Type for user to select the format when printing. Example Footer A for Standing Billing Footer B for Tenant Billing Below is the formula from the existing sage…
  • Is there a way to run a report from Sage 300 that shows ALL unique vendor numbers and transactions for a given period at the G/L level across all entities?

    Report might look like this: Fiscal year: Fiscal period: Due date: Vendor Number: Order no: BS GL code (Header): Expense GL (line): Transaction currency: Gross amount: Tax amount: Net amount:
  • Contract Billing Report Customization in Crystal

    I need to make a minor change to the L-PB Detail with Stored contract invoice format. The CNAME in TS Billing Field Names is giving our group name instead of the Company name. We have 5 companies and I need it to give the correct Company name based on…
  • Positive Pay and Report Designer

    Hi, I wondered if I could tap in to sage city for some advice, as I am frustrated with support.na.sage The whole reason I am here, is that when I search the support site, I get to a issue, on the topic I want to learn about, and the article has a an…
  • recommend a Sage Specialist for writing reports in Financial Reporter

    Can anyone recommend a Sage Specialist for writing reports in the Financial Reporter in Canada? I need help and it can't be someone who is just learning to write these things, its a little complex.
  • Consolidated Designer

    I am having an issue where the Consolidated Designer report is not showing any amounts for one account in a particular company even though it has activity. I can only get it to return an amount if I type the actual company code into the formula dialog…
  • SQL Password Prompts in -some- custom reports and intermittently Sage Inteligence

    Hi Everyone, Our company has ~20 custom reports setup in Sage 300 as well as a handful of Sage Inteligence reports created by our finance team. Recently, 2 of the custom reports have started prompting for SQL login credentials at the same time Sage…
  • BI Reporting Manager Error

    Hi, i get this error when open BI Report Manager I'm on Sage 2014 PU3 "The function GetDataValue can only service SQL calls that result in a single return value. Please modify the SQL statment accordingly. The SQL statment supplied was : - SELECT…
  • Cashflow Statements

    Is there an example of a Cashflow statement in Intelligence Reporting? I am looking for one and do not see it.
  • Can I add the user name who is printing the form on the form?

    Hi, Can I add the user name who is printing the form on the form? Thank you!
  • Total by territory

    I have successfully added the territory field to my sales report is Sage Intelligence, but I cannot get the field to total correctly. If I put the field before the customer number it total, but only for each customer. If I place the field to the left…
  • Invoice Template - Reduce Unit Price decimals

    Hello, I am trying to reduce the number of decimal places shown in the Unit Price field on my invoice template generated in Crystal Reports (a custom made OEINV.rpt) The field is currently showing six decimal places on items related to labour (i.e…
  • Crystal Reports: Editing Decimal Places in Invoice Quantity Fields

    Hello, I am trying to reduce the number of decimal places shown in the Quantity ordered, quantity shipped, and quantity backordered fields on my invoice template generated in Crystal Reports (a custom made OEINV.rpt) Each field is currently showing…