Sage 300

Hi all, I know this is a very specific question but I am using Sage 300 Intelligence and I have consolidated 3 entities into one report (all 3 listed under Database Consolidation List). Within this report I have built financial statements for all 3…

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…

I have a client that wants to send the financial reports to a partner that does not have access to Sage 300. We would like the partner to be able to change the parameters on the Excel workbook that is e-mailed so he can take different looks at the data…

Does anyone know of a way or what the best way would be to recreate a Crystal Report in Intelligence Reporting? I have created a container with all of the data tables but when I run the Sample data nothing comes up. I know it has to do with the sql expressions…

I have designed a report that allows me to get the detailed transaction per account or for all accounts in one row of an excel spreadsheet, i.e. account number, account description, Fiscal year, Period, doc date, source, source type, posting sequence…

Our managers want to stay on Budget, but when they start a new PO, they do not know how much they have already spent. Has anyone created a report to show the Committed (outstanding PO) and Actual vs Budget per GL Code? Or can let me know where to find…

I am trying to run and copy a report in Sage 300 2014 and later move the report to the Sage 300 2020 environment for testing and use. However, i keep getting the captioned error. A few months ago users were able to run reports without an issue. All of…

I have developed a new Sage Intelligence report for a client and had to create a new container. How can I export/copy the container to my clients computer? Also, how do I copy the new report that is associated with the computer.

Other than Financial Report, is it possible to design other Intelligence report and able to run in Web screen? Any Document or Material?

I'm trying to add a calculated field (concatenating 2 existing data fields) to my BI report. I tried adding it to SHEET1 but it ignores the inserted column when the raw data is imported. I tried setting up a SHEET2 to move the imported data into and do…

My financial is pulling budget #'s but it is puling 2017 and 2018 added together. I have the year set to 2017 and I have the budgetsetcode blank and I get the combined value. When I set the budgetsetcode to 2017 or to 1 i get 0.00's. How do I properly…

I have an optional field as part of the chart of accounts. I want to use it to create a financial report based on this information. Can I add the optional field to a Sage Intelligence report?

I want to run a Sales History Report that contains the last two years of data. I only want to enter the end date and compute the begin date as two years earlier. Can I do that with a parameter or filter?

Hello Guys, i am designing a highlight report and need to use (in $000), anybody know how to create it ? Thanks in Advance, Frank

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…

I need to total my Sage Intelligence Report by the state of the ship-to address. What table(s) do I need to link to Sales Master 3-0 data container.

How do I add the territory to the Sage Intelligence Sales Report?

I am trying to generate a monthly sales report pulling sales, cogs and gross profit. I thought is was all working fine, but now I see that in some cases credit notes for price adjustments are showing a cost adj also in "line cost" field. The information…