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

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
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

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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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