Jim Smith
  • Male
  • Richmond
  • Canada

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 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
Jim Smith replied to Howard Whiting's discussion Adding a field to the Detailed AP Aged Payables container
"The Select statement in the query limits the fields that can be added as expressions. I expect that if you add the field you want to the Select statement, you will then be able to add an expression using that field to your container.  Hope…"
Jan 18
Jim Smith replied to Valerie hagen's discussion BI with MS RDS Office 365
"The first thing I would do is re-install the BI workstation and see if that fixes the problem. Failing that, you might want to run a repair on Excel. "
Jan 4
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."
Dec 17, 2018
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, 2018
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, 2018
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, 2018
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, 2018
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, 2018
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, 2018
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, 2018

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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