• How to use sage intelligence reporting with optional fields?

    I want to spool sage intelligence report using optional fields that I created on General ledger instead of using General ledger account or General ledger account segments on sage 300. /resized-image/__size/640x480/__key/communityserver-discussions-components…
  • Sage 300 2024 - FR Web Screens

    Hi, I have just set the Sage 300 2024 up and using SAMINC we are testing new features for suitability for a client upgrade. When testing I am getting errors when running via the FR Web, the FR on the desktop however is working fine. Sage 300 2024…
  • AP vendor transaction report preview

    How can I filter AP vendor transaction report to get actual result with GL transaction report.
  • How can I configure/place custom reports for web screen?

    I have several custom reports (crystal reports). Now I want these reports to be also accessible via web screen. Which directory should I put my reports?
  • Sage 300 business intelligence reporting trees

    We have created a report using the trees - which works Now we have another scenaria with organic and non organic stores - the problem here is organic can consist of dept 11, 22,23,30 etc Non organic 12,18,32,etc How can I drag all the trees into…
  • 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…
  • What is the proper report to use to view orders invoiced but not shipped?

    What is the proper report to use to view orders invoiced but not shipped? We have tried to use Order Action Report and set the type to orders never shipped but it is not generating accurate data. Any insight will help! Thanks in advance.
  • T5018 (CPRS) Print Form Option No Longer Available To User.

    Hi Everyone, We seem to be having an issue with our A/P Vendor Reports. One of our users was able to run a T5018 form from the "Print T5018 (CPRS) Forms" icon on Feb 10th. Now when she goes to run the report the icon is no longer shown, along with the…
  • Sage Intelligence Reporting Cloud (SIRC) from the Sage 300 2023 release - Question

    Sage 2023 has not been officially released in Australia yet so I have not checked in the install iteself. In relation to this thread https://www.sagecity.com/us/sage300_erp/f/sage-300-announcements/190585/important-information-regarding-sage-intelligence…
  • Sage 300 Intelligence reporting

    When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.
  • Sage 300 Employee Information report crash

    We just put the Tax updates for January on our system December 31. We are on version 2021, UP73 product update 30. When we enter all of the parameters on the screen for the Payroll Employee Information Report and hit print, it crashes. By crashes I mean…
  • Report of Additional Costs

    We add inbound freigh as an additional cost on our inventory purchases. How can I pull a report that tells me how much I'm spending on inbound freight?
  • PO wont display amount

    When I print my PO to PDF the amount is displayed by #### symbols. Is this a formatting error? I attached a snapshot of what it looks like. Thanks!
  • Sage 300 financial reporter

    Hi there, Can someone help me out an FR function here. I am new to the FR designer. I am using a report template that was created before me, function is below, but it returns the date format like 5/31/2021 =FR("PERIOD")&" Months Ended "&FR("END…
  • Fetching Alternate Item in query

    Trying to return the corresponding itemno for a given icitem.altset #. Normally, I'd just write a SQL statement such as: select [icitem].[itemno] from [icitem] where [icitem].[altset] but, alset is an integer, and I can't find a column in icitem…
  • Paid customer and job remain on AR Aging Detail reports (not crystal)

    Our AR Aging Detail by Job is showing a job that has no balance, and our AR Aging Detail by Customer is showing that customer with no balance. There's nothing that I can find to adjust on this customer. I found some forum posts on receipts and invoices…
  • Creating date "buckets"

    I am looking to create some buckets of dates in Sage intelligence. I am very new to Sage Intelligence, so please help me understand. I started by creating a view in SQL (I was planning on creating a view for each bucket and then combining the views…
  • Sage Intelligence SubTotal circular references errors when using Dynamic Range Refresh function.

    I am using SubTotals in a large financial report using Dynamic Ranges, when I refresh the report I receive Circular reference errors. Note I manually fix the reference errors but they keep coming back when Refreshing the worksheet. Any ideas?
  • Is there a way to build a Purchase Order Report to include the "Ship to" name?

    We need to retrieve Purchase Order details to include the PO # and "Ship to" name. Can this be done with canned reports in Sage 300? My searches have come up empty. We have intelligence but not Connector. The Purchases Master report doesn't appear to…
  • Parameter in Report Manager Duplicating some data

    Good Day, I have created a new report in Sage Intelligence. Client is Running Sage 300 2018. I am trying to exclude data before a certain date but the date only gets set on the run of report. I have tried to add in a filter and a parameter…
  • Error in File OELABEL ... The table could not be found

    Hi Citiers, I have searched around and and followed all the tips found here there there with no uck. I decided to knock on your door to check if you have any solution, hint, tips and a clue on how to debug this error. We got an Windows Server…
  • 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…
  • Aged Payables Report - Functional Currency Issue

    I am trying to print the aged payables report in functional currency as at March 31. The problem is, that its showing some documents with dates after March 31, just because those documents were applied against prepayments with dates before March 31. This…
  • ALL AR/AP INVOICES

    Hello Team, Our client who uses sage 300 ERP requested for a report of all AP invoices and AR invoices for a vendor and customer respectively. Specifically, the invoices that have been paid for in the past and yet to paid. What report can we spool…
  • No reports work on Sage 2020 PU2 Virtual machine. Other workstations work

    We have a Sage 300 2020 PU2 installation that works on most workstations, but one virtual machine running windows 10 Pro 64bit does not work. The issue is that when we print a report - any report, it runs the database record select and then stops…