Jim Smith
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Jim Smith's Discussions

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.

Using a parameter to select data from more than 2000 records
7 Replies

I'm creating a report that queries Order Entry shipments. I want to put a parameter on the report to allow the user to select the shipments (by shipment number) they want to include on the report…Continue

Started this discussion. Last reply by Chloe Jul 12, 2016.

 

Jim Smith's Page

Latest Activity

Jim Smith replied to Frank Meng's discussion formula in SEI excel add-in
"Use the Report Designer. The formulas are all there and you can drag and drop them onto your reports. That's definitely the easiest way. "
9 hours ago
Stephen Coull left a comment for Jim Smith
"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!"
Jan 3
John Samios replied to Jim Smith's discussion Custom System Variables
"I concur with discussions to have system variables for previous month.  Most of my financial and sales reports are run after month close, therefore, report dates refer to previous month.  I want reports to be flexible for the user to…"
Dec 28, 2017
Jim Smith replied to Elaine Marshall's discussion Error 462
"Sage Support suggested it is a resource issue on the server, so I may increase the RAM on the apps server to see if that solves the problem. "
Dec 16, 2017
Jim Smith replied to Elaine Marshall's discussion Error 462
"Having this problem with Sage 300 2018 now, too. I strongly suspect it has something to do with the Report Designer as this problem seems to only be happening on reports using the Designer (even the out of the box reports). Working with Sage Support…"
Dec 14, 2017
Jim Smith replied to Ruth Gray's discussion Pastel Partner Download Community
"Hi Ruth. Is something going to be done about the spammer that is filling up the forum with inane blog posts that nobody wants to see? Thanks. "
Dec 14, 2017
Jim Smith replied to Paul's discussion Financial Report for a Specific Fiscal Period
"You run the reports for fiscal years, and then you can select the individual periods once the report is rendered from within the report. "
Dec 5, 2017
Jim Smith replied to Dan Krishman's discussion Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
"You should look in the Sage Intelligence Report Utility (there must be a link to it on this forum somewhere). Depending on which product you are using, there might be a report in there that you can use. I know there is for Sage 300. Not sure about…"
Nov 14, 2017
Jim Smith replied to Howard Whiting's discussion Consolidated Income statement
"I suspect the easiest thing to do would be to put parameter sections at the top of the report for the different databases you want to report on and then use the formulas to reference one, multiple or all of the different databases (see attached…"
Sep 29, 2017
Jim Smith replied to Zoe Samuel's discussion Union report using multiple consolidated reports with different companies lists
"Perhaps try running the report with just the sheet one data on it (remove the sheet 3 report) and see if it renders properly. Then run it with only the sheet 3 data on it and see how that goes. If they both work properly, perhaps it is something to…"
Sep 15, 2017
Jim Smith replied to Peter R Andrews's discussion Reporting by calendar year from a fiscal year database
"You will probably have to have at least two (maybe 3) years' worth of data in your report. Say, if your fiscal year end is October 2017, and you're trying to get an income statement for the 12 months ending December 31, 2017, you would…"
Sep 15, 2017
Jim Smith replied to Zoe Samuel's discussion Union report using multiple consolidated reports with different companies lists
"How are the reports configured in the report manager under "Database Consolidation List"? For the reports you want on sheet one, you should put NRP and NUS databases, and for the report you want on sheet 3, you should have URH. "
Sep 13, 2017
Jim Smith replied to Matt Hall's discussion Drill down problem
"There was no image of the error message on this post. I've run into problems with some of the older reports that have drilldown functions where the main report is designed for MS-SQL (or Pervasive), but the drilldown reports are actually…"
Sep 11, 2017
Jim Smith replied to Zoe Samuel's discussion Union report using multiple consolidated reports with different companies lists
"When you create the report in Report Manager, do you assign each sub-report to be rendered on it's own sheet, or are they all going onto Sheet 1? Change them to sheet 1, 3, 4 (can't use sheet 2 for this) and see if that works for you. "
Sep 9, 2017
Jim Smith replied to Rorika Rueda's discussion Quarterly rolling P&L
"You'd have to create a formula in your P & L like the following: =-GLActual300(,$D$4,$D$5,X,,$C14,,,$D$7,$D$8)+-GLActual300(,$D$4,$D$5,Y,,$C14,,,$D$7,$D$8)+-GLActual300(,$D$4,$D$5,Z,,$C14,,,$D$7,$D$8) Where, X, Y and Z represent the months…"
Jun 5, 2017
Jim Smith replied to Rorika Rueda's discussion Quarterly rolling P&L
"You can edit whatever layout you're using using the Quick Edit. If the calculations in the Layout Editor don't work for you, you can create new calculations (Say, Q1 total = Month 1 Actual + Month 2 Actual + Month 3 Actual) and then insert…"
Jun 5, 2017

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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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