Need help with Sage BusinessWorks' Custom Office and/or report writers

We have a BusinessWorks' customer who was recently acquired by a larger company.

The new company needs the usual monthly reports in an Excel file to import to their corporate headquarters.

I am having some issues with Custom Office and would appreciate some help from an experienced consultant.

You may need to work directly with the customer on a remote basis.

  • We would like to assist you with this issue, but we need specifics, i.e. what are your issues? You may find it more beneficial to contact Customer Support at 800-447-5700, option 3 to speak with a support analyst. Also, General Ledger reports can be opened in Excel from the report preview screen in Sage BusinessWorks version 2012, 2013 and 2015.
  • in reply to Janice Carnarvon
    I called support and they suggested Sage City for talking with a consultant. We are also experienced BusinessWorks resellers but haven't worked with Custom Office to any extent. I have figured out the Gen Ledger, no problem. But having issues with A/P Aging reports and A/R reports. Also customer wants to create some inventory reports which are specialized.
  • in reply to Phyllis B
    Thank you PMB for the update. Hopefully some forum members using Custom Office will respond to you. Vince, do you know anything about Custom Office to help out PMB?
  • in reply to Janice Carnarvon

    I've worked with BW and custom office for 10+ years, I'm not a developer or consultant.

    To me the Inventory module is the simplist to wrap my brain around.

    My primary job is warehousing (shipping & receiving) but I have a understanding of the database & tables.

    This week I created an ODBC connection in Excel 2010 and extracted our Customers special pricing including access to the VendorIDs and ProductlineIDs.  

    PMB,  I would see if Sage University has a BW class on CUSTOM OFFICE.  I took it many years ago. 

  • in reply to Vince Settipane
    Interested in talking with you. Please email [email protected] again or call: 952-546-8708 - My voice mail will be forwarded if I am not at my desk. Thanks!