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  • Using Crystal Reports to customize Ardinvo, how do I add database tables and fields from those tables?

    I'm customizing the Ardinvo report in crystal reports. I took a copy of the report, saved it as a different file name. Now I want to add some fields to it that are not in the set of data tables already in the report. In the "Field Explorer" I right…

  • 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…

  • Order Entry Macro, how to get the order number once posted?

    I wrote a simple macro in VBA that enters an order and then posts it. On post, SAGE 300 assigns the next order number. How do I return that order number to the macro? I want to put it in the message box for the user.

  • 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…

  • 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.

  • Adding Invoice number to email template for subject line.

    A client wants to add the invoice number to the emails subject line not only the $COMPANY_NAME. Is there a way to incorporate the invoice number either on the subject line or the pdf name without doing it manually? Thank you,

  • Issue with Crystal reports prompting for SQL sa password.

    We are migrating Sage to a new server. When I move over the custom crystal forms, some of them are prompting for a sa password before running. I have checked all my database connections. There is one difference between the two database connections - when…

  • 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…

  • Invoice design

    Hi folks, I work for a foster care/adoption agency and we're trying to modify our child care cost sales invoice templates in Sage. Usually our invoices have the client listed as a county department of jobs and family services, and billed to the foster…

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