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  • Sage Intelligence Report Designer Consolidation Fiscal to Calendar

    Would it be possible within Report Designer to add a conversion field of Fiscal to Calendar? If 2 UDF's were added to Fiscal Year Maintenance for each period noting the calendar year and period, could they then be used in consolidated financials? …
  • sql drop leading zeros in SO number

    can someone tell me a sql formula to use in a Sales Order container to drop the leading zeros. I need to match / index to files where the sales order number is entered without the leading zeros.
  • Sage Intelligence using Fiscal Year 4-4-5

    In Sage Intelligence if I run the report Fiscal Year Detail, the start date is not accurate if you are using a 4-4-5 Fiscal Year. The formula used to calculate the start of the month is not accurate and is off by days, resulting in incorrect period…
  • Sage 300 Intelligence

    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…
  • Last Invoice Date

    Hi There, We are looking to pull the latest invoice date for our customers onto a SEI report. The max function doesn't seem to pull it correctly, as we have it grouped by Customer and they have multiple invoices. The last transaction date isn't stored…
  • Type mismatch when using zeroingll in Sage Intelligence

    Getting an error when trying to add in the zeroingll to a spreadsheet tab. There are no non-numeric fields in the column used for checking. What else to look for?
  • Creating AR Aging in Sage Intelligence Sage 100 Advanced

    We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…
  • Error occurred during email publish in distribution instruction [instruction name]: Object reference not set to an instance of an object.

    I have a client that is getting the following error when they try and send a sage intelligence report via email. Has anyone encountered this issue and been able to resolve? Thanks
  • How to use sage intelligence reporting with optional fields?

    I want to spool sage intelligence report using optional fields that I created on General ledger instead of using General ledger account or General ledger account segments on sage 300. /resized-image/__size/640x480/__key/communityserver-discussions-components…
  • Adding optional field to Sage intelligence report.

    How to add an optional field to the Sage intelligence report using the reporting tree.
  • Scheduled report on a server not running as scheduled

    The reports run when manually generated, but scheduling does not work on the server. Scheduling does, however run on a single workstation for these reports. The server is on a different time zone, yet I am unclear on why this could cause a problem…
  • Wanted, Crystal Report Designer - Sage 300 ERP 2023 web Uis

    Hello everyone, I need a crystal report programmer to assist with designing a AR customer statement with following output: 1. Opening balance on account at every point in time the report is printed ie yearly or monthly, 2. outstanding invoices unpaid…
  • Pass through variable "Last full month"

    What is the sql statement needed to get the last full month for a pass-through variable. Scenario is: On the 10th of the month, produce a GL detail report for all activity posted in the prior month. As always thanks in advance for your assistance…
  • Rules missing functionality?

    Hello, I've been pondering over a question for some time and have decided to seek advice here. I'm not completely confident in my understanding of the issue, so please bear with me as I explain. "I frequently use the import CSV feature to review…
  • Error: Task pane goes missing every time you run a report on Excel. How to bring it back

    Cause: There are several reasons why the task pane might not appear properly in Excel. One common reason is that it was closed by accident. In this situation, simply go to the View tab and choose Task Pane from the Show group to reopen it. Another…
  • SQL Query - Sage Intelligence - Custom Container

    Greetings SI & SQL Gurus! I built customer SI containers for tables containing UDFs as part of a larger project. Some of those UDFs are date fields, which are typically null. This doesn't present a challenge for Sage, SQL, or the custom Crystal Reports…
  • Sage Intelligence and O365 Cloud

    Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally. Thanks!
  • Sage Intelligence on Sage 300 Webscreens V2023 PU3

    Does Sage Intelligence work on Sage 300 Webscreens V2023 PU3? If so, how do I get it working? Only Sage Data and Analytics appears at the moment, and my client hasn't purchased that.
  • Sage Intelligence - Sales report copied now it says 'The function GetDataValue can only service SQL calls that result in a single return value'

    Hello, I'm using an SQL version of Sage, and use Sage 100 Premium. I'm having an issue with a report in Sage Intelligence. I have a copy of the Sales, Customer Sales report that I had copied into another folder. When I try to click on it, it immediately…
  • Sage Intelligence Reporting - Need currency conversion rate in Sales Master Report

    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…
  • Sage Intelligence duplicating data single table

    On Sage 100 Advanced 2021 sp5. I created a container with only the AR_InvoiceHistoryHeader file. added 4 fields. set the filters to a single date and only Source Journal "SO" the invoices are all duplicated. I tried the same thing on a different…
  • Sage Intelligence missing report on Viewer

    I have a client using Sage 100 in a cloud platform (SWK). When I login under the client's name into SAGE (but my name on the network), I can see a report in Report Viewer. When the client logs in under their name in the network and into Sage, they do…
  • Yield

    Hi, I am struggling to get a simple yield measure to work in my data model. Despite the SQL being accepted as valid, I get this error one I try to preview the calculation in the data model preview. Assuming I am missing something about how these…
  • Sage Intelligence Task Scheduler after execution leaves Excel.exe process in memory. Process is not shutdown by task scheduler.

    This is a known issue with task scheduler and is being investigated by Sage Intelligence development. As a workaround, use a batch file to launch report and add in a task kill statement to clean process. For example. TASKKILL /F /FI "USERNAME eq…
  • Sage intelligence

    How do I find the location of Sage Intelligence reports of the network?