Phil Ryan
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  • Plymouth, MA
  • United States
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Phil Ryan's Discussions

SaveAs Method Error
2 Replies

When I try to save an Excel Template, I get an error message stating "Error Number : [1004] ; Description : [SaveAs Method of Workbook class failed] ; Source : [Microsoft Excel]"This happens no…Continue

Tags: Method, SaveAs

Started this discussion. Last reply by Gabriela Yates Apr 25.

Filters/Parameters from Inventory Container
1 Reply

It looks like only parameters (no filters) are available when building a report out of the Inventory container, but I would like to create a report that can run automatically without selecting date…Continue

Tags: filter, parameter, 50, sage, module

Started this discussion. Last reply by Peter Scully Aug 26, 2015.

How to Get Invoice and Sales Order # in One Report - Sage 50 Intelligence
4 Replies

Hi All-- I am new to Intelligence reporting and looking for some help or advice on getting both the Sales Order and Invoice number into one standard report, or how to link them in a union report.When…Continue

Tags: sales, order, number, invoice, intelligence

Started this discussion. Last reply by David Bryant Aug 17, 2015.

Pull Internal Note from Sales Order in Sage 50 Intelligence
6 Replies

I am trying to include the…Continue

Tags: intelligence, customer, notes, field, 50

Started this discussion. Last reply by David Bryant Oct 26, 2016.

 

Phil Ryan's Page

Latest Activity

Gabriela Yates replied to Phil Ryan's discussion SaveAs Method Error
"I also got Error Number: [1004] SaveAs method of Workbook class failed . This happened when trying to save the template back to Report Manager. It turns out that my Report Name had a slash in it. This was automatically putting a slash in the…"
Apr 25
David Bryant replied to Phil Ryan's discussion Pull Internal Note from Sales Order in Sage 50 Intelligence
"Hello Chris That is one of the internal fields in Sage 50 and will let you pull just the contact note for the primary contact on the account when added. So if you go ahead and add the notes data field from the contact table, it is going to pull the…"
Oct 26, 2016
Chris Hall replied to Phil Ryan's discussion Pull Internal Note from Sales Order in Sage 50 Intelligence
"I know this is an old thread, but I cannot find the right connection to accurately pull the 4th tab from the image above - the Contact Notes.  I know they are stored in the CONTACTS.DAT file, but I can't join that table with the…"
Oct 26, 2016
Peter Scully replied to Phil Ryan's discussion Filters/Parameters from Inventory Container
"Hi Phil. The reason for this is that the source type of the container is a SQL Query which means that the software can't be sure where to add the SQL code for the filters when the report is run and so the filters tab (as well as some of there…"
Aug 26, 2015
Peter Scully replied to Phil Ryan's discussion SaveAs Method Error
"Hi Phil. What add-ins are you referring to by "BI add-ins"? Try see what happens if you go to your templates folder, open the template, save it as either xltx or xltm and then link it to your report using Save Excel Template. Let me…"
Aug 25, 2015
Phil Ryan posted a discussion

SaveAs Method Error

When I try to save an Excel Template, I get an error message stating "Error Number : [1004] ; Description : [SaveAs Method of Workbook class failed] ; Source : [Microsoft Excel]"This happens no matter which version (.xlt, .xltb, .xltm, .xltx) I choose and happens whether I have modified the spreadsheet at all or not. I am running out of Sage 50 US 2015 and using Excel 2013.My only workaround has been to first save the excel document and then select that saved document as the template, but that…See More
Aug 24, 2015
Phil Ryan replied to Ettienne Schwagele's discussion Anyone else get SPAM in their private messages?
"got a message from him this morning as well"
Aug 24, 2015
Phil Ryan posted a discussion

Filters/Parameters from Inventory Container

It looks like only parameters (no filters) are available when building a report out of the Inventory container, but I would like to create a report that can run automatically without selecting date range, etc.Is there a workaround?Thanks,PhilSee More
Aug 20, 2015
David Bryant replied to Phil Ryan's discussion How to Get Invoice and Sales Order # in One Report - Sage 50 Intelligence
"Hello Guys You are indeed correct You can filter that report by "transaction type" to show either SO's or INV However, you can also go ahead and show both invoices and sales orders in that filter. Then include the Sales Order number…"
Aug 17, 2015
Peter Scully replied to Phil Ryan's discussion How to Get Invoice and Sales Order # in One Report - Sage 50 Intelligence
"Hi Phil. The connector will obviously give you access to all tables in your Sage 50 database. I have asked a colleague to comment on the above in case he can provide some more insight."
Aug 17, 2015
Phil Ryan replied to Phil Ryan's discussion How to Get Invoice and Sales Order # in One Report - Sage 50 Intelligence
"Thanks, Peter. It is helpful to understand why this is occurring, but I guess what I am looking for is the actual sales order number associated with a given invoice. Standard reporting in Sage 50 can provide this information, but it looks…"
Aug 17, 2015
Peter Scully replied to Phil Ryan's discussion How to Get Invoice and Sales Order # in One Report - Sage 50 Intelligence
"Hi Phil. The Sales Order # and Invoice number refer to the same thing. This is the Reference field in the JrnlHdr table in Sage 50. They are called different things depending on the context being used."
Aug 17, 2015
Phil Ryan replied to Phil Ryan's discussion Pull Internal Note from Sales Order in Sage 50 Intelligence
"Thanks!!"
Aug 13, 2015
David Bryant replied to Phil Ryan's discussion Pull Internal Note from Sales Order in Sage 50 Intelligence
"Check out this link: https://youtu.be/J4kUd9k0OC4 Thanks"
Aug 13, 2015
Phil Ryan replied to Phil Ryan's discussion Pull Internal Note from Sales Order in Sage 50 Intelligence
"Thanks, David. I am still a novice, so I will need to learn more before understanding how to actually use this info, but I appreciate the reply! My hope was it was an already available field, but sounds like I will need to customize or make a new…"
Aug 13, 2015
Phil Ryan posted discussions
Aug 13, 2015

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage 50-U.S. Edition Intelligence Reporting (Formerly Peachtree), Excel On Steroids
Website
http://www.flexoconcepts.com
About Me:
I am the operations analyst for a small manufacturer in Plymouth, MA.
How long have you been using the above solution?
Have used Sage 50 for 5+ years, just learning Intelligence
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