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Chuck B

Will Sage 300 CRE recreate report menu structure during upgrade? Can we prevent reports from being reinstalled?

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We are currently reviewing our reports. We are renaming and changing menu structures in a way that makes sense to us. Many of the standard/default reports aren't useful to us. We were thinking of putting those in their own submenu with a name like "Not Used".

I believe that Sage will reinstall the actual report files during an upgrade, but I wasn't sure if it would recreate the menu structure for them. Does anyone know how this would work? We wouldn't want to spend a lot of time moving them around if they will be added back every year.

We have Sage 300 CRE. This would be for all modules including PO and IV.

Edit: After some more searching, we found that report menus are stored in .mnu files under \Program Data\Sage\Timberline Office\9.5\Accounting\Report

Theoretically we'd be in good shape if either of the following are true.

1. Sage doesn't mess with the menu structure at all

2. We back up these .mnu files before the upgrade and then restore them afterwards

I'd still be curious to hear if anyone has any experience with this.

Parents
  • 0

    We have not moved all the canned reports, but have moved the reports we use to a group at the top of the list under reports.  This stays the same during upgrades and doesn't have to be redone.  In the report manager, you can rearrange the order of the reports by highlighting your report and clicking "Arrange".  Move your reports to the top.  They will remain there after an upgrade.

  • 0 in reply to Rhonda V

    As far as the menu groups, it is recommended that they remain in the default menu group order, followed by your custom menu groups, followed by reports with no menu group. Reports have disappeared from the menus when the menu groups are rearranged in any other order. How they are arranged within a menu group does not matter.

  • 0 in reply to April Dahl

    Thank you both for the info! Ironically enough, missing reports on the menus is another problem that I was working on alongside this question. We are specifically having trouble in our Payroll module. By chance, do you happen to know the default menu structure for Payroll reports? I'd rather not do the modified install to restore the default .MNU if I can avoid it.

  • 0 in reply to Chuck B

    The default menu order for Payroll is:
    - Pay Period Processing

    - Registers

    - Union Reporting

    - Tax Preparation

    - Reconciliation

    - Other

    - Employee Totals

    - Lists

    - Setup

    - ACA Reporting

    After re-ordering the reports, run the Configuration Hub  How do I run the Configuration Hub?

    If you're still having a problem with missing reports, then call Support to get a case started as there may be some corruption in the Security file that we'll need to fix.

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