Jim Smith
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Jim Smith's Discussions

Using OR in a Tree formula
1 Reply

I'm trying to create a tree structure in the Report Designer where I have to link 3 or more sets of accounts like the following:4150-??? or 4160-??? or 4170-???I find, though, that the Trees will…Continue

Started this discussion. Last reply by Peter Scully Apr 3, 2018.

Custom System Variables
3 Replies

Is it possible to create a custom system variable for the start of the PREVIOUS month? For instance, we are in March now. I want to use a system variable that uses the start of the previous month…Continue

Started this discussion. Last reply by John Samios Dec 28, 2017.

Report Designer Add-in getting deactivated repeatedly.
2 Replies

We have a recurring problem with one workstation at our office. Occasionally, a user will open up Excel and get an error message "Object Reference Not Set to and Instance of an Object" and when we go…Continue

Started this discussion. Last reply by David Bryant Aug 12, 2016.

Doing Consolidated Financial Reporting using Sage 300 Online and Sage Intelligence
2 Replies

I have a client that has multiple companies set up on their Sage 300 Online site, and they want to do consolidated financial reporting using Sage Intelligence. If this were an on premise…Continue

Started this discussion. Last reply by Jim Smith Jul 19, 2016.

 

Jim Smith's Page

Latest Activity

Jim Smith replied to Randy Swearengin's discussion @PRIORMONTH@
"yes, you would do this in the Connector and probably use a Case statement for the logic. "
May 29
Jim Smith replied to Randy Swearengin's discussion @PRIORMONTH@
"A bit of a hack, but you could create a field in your data domain for prior month (PMONTH = FISCALPERD - 1), then use PMONTH as a parameter for your report, rather than current month. "
May 28
Jim Smith replied to Christopher Tame's discussion Formulii for the Report Designer
"If you're trying to filter by account segment value, you'd be best to create a Report Tree with those parameters, and reference the tree in the function of the report (maybe have another column for report tree in your financial…"
May 6
Jim Smith replied to RR's discussion Report set move
"everything with a .tre extension. Your installation would have a path like c:\Program File (x86)\Sage 300. Go to both the BX6XA\Treefiles and BXDATA\SQL\Report Trees folders, find the .tre files from both and copy those to the corresponding folders…"
May 1
Jim Smith replied to RR's discussion Report set move
"Move them all. "
May 1
Jim Smith replied to Janet Lynch's discussion Database administration tool
"I believe what they were at that time referring to as the Database Administration Tool is now called the Connector. There is lots of information on it. "
Apr 25
Jim Smith replied to Enoch Matey's discussion Sage Enterprise Intelligence Rolling back
"You got the wrong forum. Sage Enterprise Intelligence is a completely different product. Sounds like you need to configure IIS like the installation manual indicates (it is VERY specific). "
Mar 26
Jim Smith replied to RR's discussion Report set move
"The safest way to do it is to export the reports out of one Sage site, and then import the reports into your new site on the new server. There is a bulk importer that can help you with the import process. If you use report trees, you'll have…"
Mar 25
Jim Smith replied to Nimesh Vara's discussion Bi Error
"Did you change the sa password in SQL, or is the SQL service stopped? "
Mar 20
Jim Smith replied to Maryann Moons's discussion Sage 300c (2017) - BK-EN entries question
"You seem to be asking a question about Sage 300 functionality, not Sage Intelligence. This is a Sage Intelligence forum......"
Mar 19
Jim Smith replied to Louay Al-Tahan's discussion Report Designer license required
"Have you run the BI workstation install after installing the 64 bit Excel?"
Feb 8
Jim Smith replied to Alice Lobato's discussion New Reports in Sage Intelligence
"google: Sage Intelligence Report Utility. You'll find something doing that. "
Feb 8
Jim Smith replied to Mark Du Sautoy's discussion SAGE 300 Report Designer
"You probably have both Functional and Source amounts on your report. Make sure your formulas are only using one or the other. "
Jan 30
Jim Smith replied to Paula Park's discussion Sage Intelligence - adding formula to Excel
"You need to put an Add in on your report in the Report Manager called ExtendFormulaetoUsedRows. There are lots of resources to walk  you through the process of putting the formula in your template and using the Addin to copy that formula to the…"
Jan 30
Jim Smith replied to Prakash's discussion Sage 300 Intelligence Reporting : An Unexpected Error Occurred Error Number : [-2147217865] Description : [[Microsoft][ODBC SQL Server Driver][
"Not sure about this, but the RATE field in that table is a numeric field. Why are you trying to do an RTRIM on a numeric field? That might be the problem. "
Jan 29
Jim Smith replied to Howard Whiting's discussion Adding a field to the Detailed AP Aged Payables container
"You'd have to play around with it. It is a very complex Select statement with multiple levels. Also, if/when you do get the field added to it, I can't say what that would do to the results of the query (you might break something in adding…"
Jan 18

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage Accpac Intelligence
How long have you been using the above solution?
7 years
Where did you hear about us?
Alchemex Site

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At 10:00am on January 3, 2018, Stephen Coull said…

Thanks Jim, will get this sorted and appreciate the heads up!

How are you doing and Happy New year, trust that 2018 is a great one!

 
 
 

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