A customer wants to get a report of new inventory to publish on a web site and wants to know if he can get an inventory list by dates created?
A customer wants to get a report of new inventory to publish on a web site and wants to know if he can get an inventory list by dates created?
The CI_Item table has a DateCreated field which you could add to the item lookup and then export to excel or add the DateCreated field to any report on the menu using Crystal Reports but you would have to…
Instead of pushing from Sage 100, it may be easier to do an ODBC query to pull the data into Excel. Standard and Advanced, choose SOTAMAS90 as the data source. For Premium, go directly to SQL.
Thanks to all that made suggestions we go the report working.
The CI_Item table has a DateCreated field which you could add to the item lookup and then export to excel or add the DateCreated field to any report on the menu using Crystal Reports but you would have to first add the DateCreated field to the reports work table using User-Defined Field and Table Maintenance.
That works well for what we wanted to do. But, on my Client's machine, the report will not go into Excel. Is there something that needs to be set up for moving item lookups to excel?
Excel has to be properly installed for sage 100 to recognize it and enable the export to excel button.
If the client is using sage 100 as a published app and excel is not installed on the server publishing the app, then sage 100 won't see that excel is installed.
are you saying that either excel or office 365 needs to be installed on the server where Sage 100 advanced is installed?
No, Excel needs to be installed where the Sage 100 Workstation is installed and being ran.
Client has Office 365 subscription that runs as an app, can not see it in the programs list on the machine.
And thanks for your suggestion.
Instead of pushing from Sage 100, it may be easier to do an ODBC query to pull the data into Excel. Standard and Advanced, choose SOTAMAS90 as the data source. For Premium, go directly to SQL.
Thanks to all that made suggestions we go the report working.
*Community Hub is the new name for Sage City