Converting F9 v5 reports to Sage Intelligence

Anyone have any information on how to convert F9 v5 (previously called FRx) reports to Sage Intelligence?  I have a client who is faced with upgrading to F9 v6 and I would like to get them over to Sage Intelligence instead. 

The only information I can find is 10 years old and spotty at best. Videos are no longer available, including not much in the way of documentation. 

Any assistance will be most appreciated!  Thanks in advance!

Parents
  • 0

    FRx is a completely different product than the F9 application.  F9 is a reporting software application that integrates the Sage 100 GL with Microsoft Excel.  Some find it was very similar to the way Sage Intelligence functions.  You will need to find out if they are trying to move away from F9 or from FRx; two different products. 

  • 0 in reply to StefanouM

    There is also the very dramatic architectural difference between SI and the 3rd party options.  With F9 you can be in a spreadsheet and refresh the data from there (pulling in new transactions), but in SI that is not possible (since the data is pushed using SI into temp tables that cannot be refreshed from within Excel).

    If the extra functions of SI are not clearly needed, be sure to at least demo the way SI data is refreshed before redeveloping the F9 reports... to ensure the different report generation process is acceptable. 

Reply
  • 0 in reply to StefanouM

    There is also the very dramatic architectural difference between SI and the 3rd party options.  With F9 you can be in a spreadsheet and refresh the data from there (pulling in new transactions), but in SI that is not possible (since the data is pushed using SI into temp tables that cannot be refreshed from within Excel).

    If the extra functions of SI are not clearly needed, be sure to at least demo the way SI data is refreshed before redeveloping the F9 reports... to ensure the different report generation process is acceptable. 

Children