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  • SEI Kit margins are all showing incorrectly at 100%

    Our customer is starting to analyze margin information at product level. It appears that margins for kits are not reporting correctly. Attached screen shot shows example of a sales kit the customer supplies. Because no cost is associated with it, it is…

  • Pulling Calculated Values from One Report or Data Model Into another for further calculations.

    I have 2 different reports one is a Statement of Financial Position while the other is an Income statement, how can I get calculated fields value from my Income Statement Into my Statement of Financial Position noting that the IS has it's Data Model just…

  • Daylight Savings Time shifted Scheduled Reports in SEI

    Hello, As the title suggests, my business' reports are now being sent out an hour earlier than they should due to DST. When looking at the admin guide in SEI, it suggests I set a Time Zone for the scheduled job. However, as you can see below the option…

  • Standard Accounting Code and Guidelines

    Does Sage has standard Accounting Code for product which we can refer as guidelines. For example the product code for Asset (if you have multiple asset Gl code - machine, computer, etc), should you have different product code for each asset according…

  • Difference between the Finance and UDM in SEI?

    I would like to know the difference between UDM and normal Finance process,dashboard and reports?

  • is there a way to see who ran a crystal report?

    I am looking to see if users are using certain customized reports. Is there a way to see who may have run certain reports.?

  • Generate a report to get the list of Products without customer through SEI

    Dear All, I am facing some problem to generate a report through sage enterprise intelligence. I want information from the report is 'product without customer' but when i apply criteria/filter to the customer i.e. 'customer code=null', the output…

  • SEI v8.0.1.29 - Reports currency symbol formatting

    I am testing the Reports in SEI v8.0.1.29 and formatted a calculation column on a new with the £ currency symbol. The formatting preview shows the symbol in front of the number as £1,234.56 but the report shows the currency sysbol after the number 1…

  • Scheduled distribution only if it has data

    If I create a scheduled distribution of a worksheet, how can I make it only deliver if it pulls data. So for example I want to use this as essentially a notification for certain invoice types. I have the work sheet built and filtered, and it's scheduled…

  • Financial Statement Templates

    Has anyone seen SEI being used to compile company financial statements? (ie. like Sage Intelligence) Does anyone have any SEI financial statement templates they would be willing to share with the group? I don't care if they are web, mobile or excel…

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