• 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…
  • For Pivots, why is the grouping and data staggered?

    I'm trying to automate reporting for my organization. However when utilizing SEI's pivot function, it staggers the groups from the data itself making the data useless upon exporting to Excel. I'm hoping there's some setting where I can have a more traditional…
  • Copying a View in SEI

    Is it possible? I can copy a process, but not a view?
  • Create a view using week numbers

    Good Morning I have a customer using SEI for Sage x3 (multi-tenant cloud) and still on V8 of SEI. They need to see financial data by week number. Is there a way to add a week number into a process so we can view the data by week instead of just fiscal…
  • Executed with Error

    Hello Guy, We've recently upgraded our Sage SEI from version 8.2.8 to version 9.4 and UDM Finance cube was working fine before the upgrade and after the upgrade, we continue to experience the Executed with Error message whenever we run the UDM Finance…
  • Executed with errors

    Hello Guys, I'm getting the Executed with errors message when I'm trying to load the UDM Finance Staging and UDM Finance both cubes was working fine before now. You advise on how to resolve the error will be appreciated. SEI version: 9.4 Sage…
  • 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…
  • Sage Enterprise Intelligence V9.3 has been posted (KB 77942)

    To access this download, log into https://support.na.sage.com/ and in the search field type 77942. Click Search. Note that KB 77942 is continually updated with the most current version of Sage Enterprise Intelligence. For a complete list of available…
  • Questions about upgrading from X3v7 to X3v12

    Fellow X3ers My company is considering upgrading from X3v7 to X3v12 and I'm looking for resources that show what kind of changes have been made between the two versions so I can get an idea of how traumatic the upgrade might be. Does anyone have any…
  • SEI Feature Request: Security Roles Improvement

    Hi, Currently using SEI version 8.2.7. When a user has permission to: rename change owner change publish for This gives them permission to do so for all views/dashboards. Would like them to only have these permissions for views where they…
  • SEI Feature Request: Scheduler to suppress emails when restrictions result in no data

    Hi, This was originally posted on the SEI (Sage Enterprise Intelligence) forum, was informed that it should be posted here. Here is the situation. We are using SEI version 8.2.7. When using the scheduler to email out reports, we have a report with…
  • How to Change UDM Reporting Code in Calculated Columns in Design Process

    Hello Guys, I have changed the reporting code in some of the calculated columns in UDM Finance Process after making copy of the original process but I'm getting an error message when trying to create new report or view from the copied finance process…
  • Feature Request: Scheduler to suppress emails when restrictions result in no data

    Hi, My first time posting something here, so I apologize if this is the wrong place for this. Here is the situation. We are using SEI version 8.2.7. When using the scheduler to email out reports, we have a report with multiple users, each with different…
  • Difference between the Finance and UDM in SEI?

    I would like to know the difference between UDM and normal Finance process,dashboard and reports?
  • Joining Tables with Mismatched Data Types

    I am trying to create view that shows the number of PO receipts per day. The process owner has requested to see days where no receipts were performed in the data. Since there is no data for those days, it is not represented. I tried pulling in the ZCALENDAR…
  • SEI Year selection

    Hi, After installing template for Sage X3 on SEI, our customer try to select year in popup filter but list is empty. Is there a script or action available on administration to populate this list ? I try to add manually one record on the ZCALENDAR…
  • Scheduler Not Emailing Report

    Using SEI 8.2.0.38. I can email a worksheet, report etc. when I share it from the Command Center (Sharing>Email). When I schedule the same worksheet, report to email out, I don't receive an email. The Scheduler console shows that it ran and was Successful…
  • Calendar gadget for X3 and/or Sage Enterprise Intelligence (SEI)

    We would like to use a calendar gadget to view/schedule sales deliveries in X3 or SEI. See also; https://www.sagecity.com/support_communities/sage_erp_x3/f/sage-x3-general-discussion-forum/110348/calendar-gadget We're currently running X3 9.0.9…
  • 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.?
  • Sage Enterprise Intelligence V8.2.8 for Sage X3 has been posted (KB 77942)

    To access this download, log into https://support.na.sage.com/ and in the search field type 77942. Click Search. Note that KB 77942 is continually updated with the most current version of Sage Enterprise Intelligence for Sage X3. The Sage Enterprise…
  • Sage Enterprise Intelligence 8.2.5 for Sage Business Cloud Enterprise Management (formerly Sage X3) has been posted to Sage Knowledgebase article 77942

    Sage Enterprise Intelligence 8.2.5 for Sage Business Cloud Enterprise Management (formerly Sage X3) has been posted to Sage Knowledgebase article 77942. To access this download, log into https://support.na.sage.com/ . In the search field, enter, 77942…
  • Script to rename report in Preview

    Hi I have a customized report ZSORDERS I have a script that renames the pdf generated by report (SO#) and saves it in destination.But I need to modify the script so that when the user opens the report in preview the report is renames and the user…
  • 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…
  • Best approach to deploy configurations from Pilot folder

    Hi, I would like to ask what is the best approach to grab all the configuration from Pilot and send to X3 (Production folder). That include parameters, workflows, native setups etc. Test folder to Live folder. Thank you
  • Error when adding process to a report

    When adding a new process (nothing fancy, just a test process with one column for ITMREF from the ITMMASTER table) to a new report I get the following error: System.Exception: Error occurred in ResourceDocumentManager.GetResourceDocumentContent…