• Restricting access to reports - A/R , A/P etc as well as customised reports in Sage 300c

    Hi, Seeking guidance and assistance from the community. I would like to restrict access to various reports for certain team members of various teams. Is there a one-size fit all solution, or does control of access to various reports vary from function…
  • Sage 300 2023 and Custom Crystal Report

    Failed to retrieve data from the database error is received from Sage user interface when running a custom report created when client bought sage. Report works on sage 2014, 2019, 2020 and 2022 environments but doesnt on 2023 version. At crystal level…
  • FR - Print Financial Statements - Run-time error '0' when trying to print to file

    Our client has the issue when trying to print their financial statements to file using the Print Financial Statements Icon (Sage 300 2023.4) The report generates no problem to Preview. We have Checked there are no other excel add-ins ticked…
  • Intelligence reporting module

    While working on the Bank reconciliation of previously January 2024 and lately February 2024, I am facing issues in the Sage Intelligence Reporting module. The bank statement figures do not match at all with the A/R and A/P entries. The Income statement…
  • 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…
  • SAGE 300 2023 unable to print

    When I try printing I get this error. Error Code: -2147467259 Method '~' of object '~' failed
  • Sage 300 2024 - FR Web Screens

    Hi, I have just set the Sage 300 2024 up and using SAMINC we are testing new features for suitability for a client upgrade. When testing I am getting errors when running via the FR Web, the FR on the desktop however is working fine. Sage 300 2024…
  • Some Invoices Number not show in A/R -> Aged Trial Balance

    After User creates an invoice and posts it in the Order Entry module, the invoice should appear in the A/R -> Aged Trial Balance. but the invoice does not appear. then I checked the A/R module -> Posting Errors. And it turns out, the invoices had an error…
  • 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…
  • User cannot add desktop report

    Sage 300 with RDP session to server. User cannot add report object. Select Object > New or R-Click > New, and it stops there. All option including Report are greyed out. No problem with ADMIN or other users.
  • Date Parameters Being Ignored

    I am attempting to create an On-Time Shipping Report. I want to add a parameter to only show items shipped during a certain date range. I am using the same logic as the OE Sales Report, but my parameters are being ignored and I see all records. Any…
  • Row Edit Query

    I am creating a customized report on sage 300C webscreens intelligence reporting. After selecting a set of rows, when i edit a row it couldn't be save or proceed further. So i have to close the report.
  • Cannot get the calendar to show up when adding a parameter to a report

    I have created a new container and report, but when I attempt to add a start date >= parameter, it will not show the calendar. The user has to enter the exact date. Any ideas?
  • Missing Fiscal Years in BI consolidated report designer

    I am consolidating 3 companies company 1 current year is 2019 company 2 current year is 2019 company 3 current year is 2020 (does have different fiscal year end - am not consolidating on a single worksheet) When I run the statements i only see…
  • Migrating Servers, An error occurred trying to create the Reporting Trees folder

    We migrated Sage 300 to a new server and de-commissioned the old server. We save intelligence reports monthly on our network drives, when opening the files that were created prior to migration, we get the following error message: An error occurred…
  • Is there a way to run a report from Sage 300 that shows ALL unique vendor numbers and transactions for a given period at the G/L level across all entities?

    Report might look like this: Fiscal year: Fiscal period: Due date: Vendor Number: Order no: BS GL code (Header): Expense GL (line): Transaction currency: Gross amount: Tax amount: Net amount:
  • Issue after installing Intelligence Reporting Excel Add-in

    Hi there, We are having an issue in Excel after installing Intelligence Reporting and enabling the Excel Add-in where the ribbon will no longer display. This is on Office 2019 64bit version 1910. I assume this issue is due to a compatibility issue…
  • Sage 300 I Sage 300 Intelligence Training I October-December 2019 Training Schedule

    New to Sage Intelligence? Or want to take your reporting to the next level? We have the right Sage Intelligence Reporting course for you. Sage Intelligence: Beginner Sage Intelligence: Intermediate Sage Intelligence…
  • Sage 300 Intelligent Reporting - Actual figure not the same as GL

    Hi guys, I have an issue where I have created an actual vs budgeted financial report in Sage Intelligence however my actual figure is different from what is in the GL when I run the GL transaction listing. How can I fix this or where can I see where…
  • Sage 300 2017 Business Intelligence - Missing Accounts Tool

    I'm having an issue when running the missing accounts tool. On one report I've built, the tool will only show missing balance sheet accounts even though I know for certain there are missing income statement accounts. I even went so far as to build one…
  • Sage 300 Intelligence Reporting module :- Run-time error '13':Type Mismatch

    We are working on a project where we have installed Sage 300 Intelligence Reporting module. The session date is showing correct format of regional date setting (e.g. South Korea). Also, all transaction screens show correct date format (e.g. YYYY-MM-DD…
  • Designer License Required in Standard Templates

    Hi All, We have the designer license in place (shows YES in the license manager) yet standard reports fail to generate data and appears as "Designer License Required" instead. Sage 300 2018 PU1 Screenshots attached. Any issue with our licenses?
  • Show Optional Field Data to Report

    FormerMember
    FormerMember
    I've set a few criteria in optional field in Order Entry module, user will insert their data to each of the created optional field, now how can i show Optional Field data which have a few lines to reporting? It should showing all Order Confirmation although…
  • in $000

    Hello Guys, i am designing a highlight report and need to use (in $000), anybody know how to create it ? Thanks in Advance, Frank
  • 65K row limit

    I just attempted a Sales Report and received a warning about exceeding the 65K row limit. I am using Excel 2013 so that is not a limit from Excel. Is there something I need to do to get around this limitation?