Marilyn Connor
  • Female
  • Toronto, Ontario
  • Canada
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Dashboard Analysis report - how to customize
6 Replies

This is for Sage (MAS) 500, v. 7.4.  The report version is "Dashboard Analysis 2-2 (MAS 500)".My customer's fiscal year goes from Oct to Sep.  The Dashboard Analysis report wants to look at only…Continue

Tags: Analysis, Dashboard

Started this discussion. Last reply by Sandra Smith Sep 26, 2014.

How to do intercompany eliminations on consolidated reports
10 Replies

My client has purchased the Connector and Report Designer modules for Sage Intelligence Reporting (SIR), plus I have installed the Report Designer Add-In.  They are on Sage 500 v. 7.4, with the SIR…Continue

Tags: Eliminations, Intercompany, Consolidations, 500, Sage

Started this discussion. Last reply by Mariano Catalano Apr 14.

 

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Mariano Catalano replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Hi, if you are looking for consolidation and currency conversion of Sage 300 companies, we have several clients doing it. You can email me to mcatalano@adssglobal.net"
Apr 14
Shwu Hua Gan replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Hi Ralph,  Thanks for sharing.  There is a difference of process and reporting. Ultimately, if you need to produce consolidating reports, it comes down to what data you have, how they are captured and how to retrieve and displayed into…"
Oct 31, 2018
Ralph replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Thanks for sharing, By the way I just found out there is a solution in Sage 300 U may watch the video https://www.screencast.com/t/yXFKBKcbt"
Oct 31, 2018
Shwu Hua Gan replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Hi,  It refers to intercompany elimination, which can be intercompany sales /profit elimination, intercompany loan, intercompany payment etc. In short, create some logic that the program to identify intercompany data by turning manual process…"
Oct 30, 2018
Ralph replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Hi Shwu Hua, is this refer to Profit Elimination? I'm a bit new to Sage 300 SI. Need some guidance for this. Thanks"
Oct 30, 2018
Sandra Smith replied to Marilyn Connor's discussion Dashboard Analysis report - how to customize
"Very good work Marilyn!"
Sep 26, 2014
Marilyn Connor replied to Marilyn Connor's discussion Dashboard Analysis report - how to customize
"Update 2 - I have now resolved the fiscal period issue.  In the Connector source expression, I replaced the above statements with the following: LEFT JOIN [tglFiscalPeriod] ON ([tarInvoice].[PostDate] >= [tglFiscalPeriod].[StartDate] AND…"
Sep 25, 2014
Marilyn Connor replied to Marilyn Connor's discussion Dashboard Analysis report - how to customize
"Update - I figured out how to fix this last issue, via the SQL Expression in the Connector."
Sep 24, 2014
Marilyn Connor replied to Marilyn Connor's discussion Dashboard Analysis report - how to customize
"In addition, I was having trouble reconciling the Gross Profit for Customer Classes to the GP on the financial statements.  I discovered that the calculation of the GP per sale in this report is calculated incorrectly for all multicurrency…"
Sep 24, 2014
Marilyn Connor replied to Marilyn Connor's discussion Dashboard Analysis report - how to customize
"Thanks, Ruth. Have another question regarding the Dashboard report.  My customer's fiscal year goes from Oct to Sep, but this report wants the world to report Jan to Dec, and the data on Sheet1 is very messed up ... Fiscal Period column is…"
Sep 24, 2014
Ruth Gray replied to Marilyn Connor's discussion Dashboard Analysis report - how to customize
"Hi Marilyn In order to change any parameters on the Dashboard, you need to unhide the sub reports. The Dashboard is a union report which means it is made up of more than 1 sub reports. The parameters exist on the sub reports. These are hidden by…"
Sep 19, 2014
Marilyn Connor posted a discussion

Dashboard Analysis report - how to customize

This is for Sage (MAS) 500, v. 7.4.  The report version is "Dashboard Analysis 2-2 (MAS 500)".My customer's fiscal year goes from Oct to Sep.  The Dashboard Analysis report wants to look at only calendar-based fiscal years, and messes up the reporting for non-calendar-based fiscal years.  Also, I'd like to change the "Enter Report Parameters" popup (see attached) so they default to appropriate data, but can't figure out how to do this, as the report shows only sub-report names in the report…See More
Sep 17, 2014
Shwu Hua Gan replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Not sure about Sage 500, but with Sage 300, we have Report Designer Add-In that using Reporting Trees to report by company is pretty straight forward. I would consider using  dummy company for the elimination entry. EG: Company A sales account…"
Apr 30, 2014
Craig Juta replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Marilyn This is the link Nanah referred to: http://sageintelligence.com/Consultants"
Apr 25, 2014
Doug Walker replied to Marilyn Connor's discussion How to do intercompany eliminations on consolidated reports
"Can I ask how the intercompany eliminations are done in FRx?"
Apr 25, 2014
Marilyn Connor replied to Doug Jenkins's discussion Period end date
"Thanks, Joe.  I'm not an Excel wizard, but I think I can follow what you're doing.  My customers have history going back 7+ years - I guess I would have to have a reference page for all possible periods, including future ones.…"
Apr 24, 2014

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