• Generate a Report for Customer's Open Sales Order Ship Dates

    Regarding our customer sales orders, we have multiple items that ship from different vendors. Is there a way to enter the estimated ship dates for each line item and then create a report to email to our customer? Currently we create an excel spreadsheet…
  • 1099 Reports

    We are wanting to run the 1099 report to see if anyone is missing their TIN. When we attempt to run it, we are not given 2023 an an option on the drop down menu. Our fiscal year runs from Oct 1 - Sept 30, so I am not sure if this is part of the issue…
  • Sales Rep Commission Reports

    Hi - With the disappearance of Intelligence Reporting, I have run into a brick wall on accurately accounting for and calculating the commissions that my sales reps get. I have tried to do it through the Invoice Register, but the report that it spits…
  • Does a profit and loss report exist in Sage 50?

    Does a profit and loss report exist in Sage 50? Web search shows it exists in new cloud versions, but I cannot find one for Sage 50 US. If not, does anyone have one I can purchase and import into Sage? I would like the report to include income, cost…
  • How to calculate month-end inventory?

    Hi everyone, I'm new to sage 50 US. I know that sage 50 can only show the month-end inventory balance for the last 12 months. What if I need to go back further? Is there a way I can do it on the back-end using the database and pervasive sql to do…
  • Sage 50 Intelligence Reporting Create SUM expression using GROUP BY or PARTITION

    I created a Sage 50 Intelligence report and need to create a SUM expression that uses the GROUP BY or PARTITION to be able to create a SUM based on the data in another column. I also want the sum to be included on every row of the data. Does anyone have…
  • PO No. & Unit Price not a field for intelligence reporting, can I add this field somehow?

    FormerMember
    FormerMember
    I've been using the Purchase Analysis intelligence report, however I want to add the "Purchase Order No." (not JobID) in the report. Sage has to be storing it somewhere, because we fill it out on every PO we input, same with "Unit Price". It is not…