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.

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 Terris's discussion Report on debit and credit movement (Sage 300 SI)?
"There is a report that you can get through the Report Utility called General Ledger Transaction Details Including Opening Balances that can give you this information."
19 hours ago
Jim Smith replied to Marius Yung's discussion External Database with Report Designer
"You would have to replicate the data sheets (and there are numerous data sheets) to match those that you would get from a Sage 300 database. Same sheet names, same column names, same named ranges, maybe a few other things. You would basically have…"
Dec 6
Jim Smith replied to Meg McDonald's discussion Excel Question for a Combined report
"When you first save your template for your file, you are given a choice - "There are Pivot Tables in this workbook that use the 'Save Data with Table Layout' option. This can make your reports very large and is not recommended. Do you…"
Oct 16
Jim Smith replied to Riekie Roux's discussion Add In: ExtendFormulaeToUsedRows
"You could probably record a macro to change the format of the cells in the column where the formula is, or create a macro that copies all of the contents of the data sheet to another sheet with only the values. Why do have an issue with the formulae…"
Oct 15
Jim Smith replied to Martine Boudreau's discussion Inventory report
"You would basically need to re-create the Item Valuation report (a crystal report) in Sage Intelligence. Start with the ICIVAL table and build it from there. Would probably need to bring other tables as well for some of the item detail. Would need…"
Sep 25
Jim Smith replied to Sue Moore's discussion Adding a subreport to an existing union report
"Word to the wise, don't put the new sheet to the left of sheet two. I always put them on the very right. Sheet 2 always has to stay as the second sheet in the workbook. "
Jun 29
Jim Smith replied to Valerie hagen's discussion Function Arguments Screen displaying strange
"It looks like your year and period aren't coming through to the report properly. If you change the "Current Period" field (which currently has #NAME in it) to 1 (or some period you know you have data for) and the year (at the top of…"
Jun 7
Jim Smith replied to Jeff Cory's discussion Filtering data up front - Sage 300 Intelligence Reporting
"You can use "where" clauses in the queries in the Containers if you want. You need to do this in the Connector module (I assume you have the appropriate license). You need to pretty carefully plan out how you want the record selection to…"
May 18
Jim Smith replied to John L's discussion How to distribute entire workbook as a SINGLE PDF document in RDA Distribution?
"I've tried this, and it creates a pdf, but only for the Active Sheet in the report, not for every sheet. I've tried changing the print settings in the report template to print all sheets (there are 4), but it doesn't seem to work.…"
May 11
Peter Scully replied to Jim Smith's discussion Using OR in a Tree formula
"Hi Jim. This is as per design.  A parent-child relationship would be the way to go."
Apr 3
Jim Smith posted a discussion

Using OR in a Tree formula

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 only allow you to put one OR operator on each formula, and if I want to use more than 1 OR operator, I have to use parent-child relationships in the Tree structure, which seems to be a bit of a pain. Am I missing something, or is this how the Tree structures in the Report Designer is supposed to…See More
Mar 28
Jim Smith replied to dave follmers's discussion Modifying Screens in Sage X3 v11
"I think you should look for an X3 forum to ask these questions. This is a Sage Intelligence forum and these kinds of questions regarding X3 are really out of scope for this forum. "
Feb 16
Jim Smith replied to David Voss's discussion Use of RTRIM to reduce the displayed cell width
"If you look at any of the consolidation reports (in the Sage Accpac Consolidation connection in the Connector module), you will see that they have a number of fields (eg Company) that use the RTRIM function (RTRIM([GLAMF].[AUDTORG])). Those all seem…"
Feb 6
Jim Smith replied to Kim Erickson's discussion Business Intelligence - PJC formulas
"You need to get to know the Application Object model, with all of the tables and fields for Sage 300, and then build your reports from that. It's not really something I can help you with in this kind of a forum. There are lots of training…"
Jan 22
Jim Smith replied to Kim Erickson's discussion Business Intelligence - PJC formulas
"The PMTRAN table should have all of that information (obviously, you'd have to link other tables to it, but that is the main one in PJC that has the project data). You just have to play around with setting up the container and reports to get…"
Jan 22
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. "
Jan 19

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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