• Limiting User Reports based on "Allowed" Locations

    We have multiple users across our branch network who can run different reports but I want to be able to limit their access based on "allowed" locations.  For example, I want to limit a reorder report for a user so they can only run for their…

  • PO Receipts blank when printed to preview (PORCP01.RPT ~ PORCP04.RPT)

    Using Sage 300 2014.

    After we post a PO Receipt, we select Print.  All forms PORCP01.RPT, PORCP02.RPT, PORCP03.RPT, PORCP04.RPT just show an empty grey window in the SAP Crystal Reports preview.

  • Crystal Report Windows Forms Viewer. The remaining text does not appear to be part of the formula. Details. errorKind


    A customer has a custom report we create from scratch for AP transactions a long time ago. After they update workstations to Windows 10 in some of them that custom report doesn't work but in others its OK. So not sure what's the issue to fix. They…

  • sage 300 web screens and reporting


     I would like some clear direction on where Sage 300 is headed for reporting for the Web screens. 

    1   GL Financial Reporter   - Financial Reporter for Web UI - possibly on road map for August 22?  Whereas previously this had been ruled out?

    2  Sage Intelligence…

  • PrintBoss Accent Characters in File Name

    I have a client that was using version 5.6 and now upgrading to the latest version of Sage, Printboss was set up years ago and has worked for year using umlaut/accents for the French/German characters for the file names, eg was sending invoices that were…

  • Adding AR Invoice Number to E-mail Template

    Hi all,

    A client wants to add the A/R invoice number to the email template. I've tried to search from F1 Help -> E-mail Message Variables, but there's no such variables named AR Invoice Number. Does anyone has any idea?

    Thank you.

    Yours Faithfully…

  • ODBC Driver for Excel with xlsx files

    Using Sage 2021, seems the ODBC driver for excel only support .xls files.    When attempting to connect to a .xlsx, get SqlState error S1000 that the table is not in the expected format

    Any way to use the driver with xlsx?

  • 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…

  • sales tax issue - Double counting items as two different classes

    2020  year's sales tax was easy. I just ran the tax tracking report for the relevant fiscal periods and sort by tax class, which for us is 1 for taxable items and 2 for non-taxable. 

    But this year, the same report for both this year and last double…

  • Report fields populated in preview and Print to PDF but empty when printed

    I am currently using Sage 300 Premium 2021. I have users accessing Sage via a published remote app. Until just recently, they were able to successfully print reports from the published app to our network printers. Now, they are able to preview the report…

  • Sage 300 Customers and Suppliers Daily Report With Opening Balances for any given date

    Good Day All, 

    How can i get a report on Sage 300 Customers and Suppliers Daily Report With Opening Balances for any given date

  • Recommendation for ODBC consultant?

    Need recommendation for ODBC consultant.

  • Name of department and account group values of a department.

    I am new to Sage300 so i'll apologies in advance. I am trying 2 things to work on sage300 (2021).

    1) I am trying to get department name on FR View dynamically. I have tried following but did not work for me.


  • Custom Crystal Report not working in Sage 300 2019

    Have an Excel .xls spreadsheet with 4 columns of data Item, Description, Qty Sold and Date Sold. Also created a 2016 Crystal Report to generate a report sorted by item number. Works fine once run within the Crystal runtime where the report was created…

  • 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?

  • What is the syntax to add a budget column of a specific year?

    What is the syntax to add a budget colunm of a specific year?  How to specify 2020 budget column to the report?

  • Selecting items with optional field

    Working on report that is selecting items with optional field value CS using ICILOC, ICITEM, ICITEMO tables. I tried several formulas including  if{ICITEMO.OPTFIELD}<>"CASE" then "1" else "0" or if{ICITEMO.OPTFIELD}="CASE" then "1" else "0" and they all…

  • Using sub-report values in main-report

    I have sub-report:  

    Shared stringvar O;

    if trim({ICITEMO.VALUE}) = "CS" then

        O := "B"


        O := " ";

    And formula in main- report: Shared stringvar O;   O

    In main report I am trying to exclude all items with optional field…



    i would like your assistance, i recently created a user in sage 300 erp 2014 but when he tries to preview any reports (trial balance, batch listing e.t.c)  it sends directly to printer  instead of preview. other users can view the reports without any…

  • 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!

  • F/S by department

    Hi there,

    What FR function should I use in order to create a report showing department side by side? Also, is there a way to combine two departments?



  • 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")…

  • Invoice PDF

    Hello Team,

    Is it possible to export the Invoice in PDF format from Sage 300?
    If yes, could you provide an example of how to do it?
    Also, is it possible to receive the Invoice PDF via API from Sage 300?

  • Code with leading zeros in FR report


    In an FR report, I have a heading like 00123 but in the output, it shows as 123. I have tried '00123 and formatting the cell as text but the output still comes out as 123.

    How do I preserve the leading zeros ?

    I need the leading zeros as these…

  • Criteria in function and column B of FR report


    I have an FR report where there is a criteria in column B and also in the FRAMT function third parameter in the default row. It seems that when I use the third parameter of FRAMT to set criteria, it ignores the criteria in column B. Is there a way…