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Sage 500 inventory report showing historical end-of-month quantities
4 Replies

Sage 500 natively provides a Business Insights Analyzer report called Inventory History.  This is a great report that shows the end-of-month quantities-on-hand.  Unfortunately, it only shows data for…Continue

Started this discussion. Last reply by Ruth Gray Nov 1, 2017.

import Financial Report Designer 1-0 - create new Containers?
8 Replies

I recently upgraded our Sage 500 system from version 2014 to 2016 (7.70.2).  We have been using Sage Intelligence since 2010, so it has been upgraded in our system several times. After the most…Continue

Started this discussion. Last reply by Doug Walker Dec 2, 2016.

Using Excel to calculate days inventory was on hand
10 Replies

For now my sticking point is more of an Excel issue than an actual Sage Intelligence issue, but since this Sage 100 & 500 forum is typically where I hang out, and because there is not much…Continue

Started this discussion. Last reply by Ronaldo Renê Aug 25, 2016.

Macro Not Working
3 Replies

When creating Sage Intelligence reports from scratch in the past I would occasionally see situations in which the formatting I attempt to apply to a pivot table row column in the template would not…Continue

Tags: macro

Started this discussion. Last reply by Peter Scully Nov 3, 2015.

 

Ralph's Page

Latest Activity

Ruth Gray replied to Ralph's discussion Sage 500 inventory report showing historical end-of-month quantities
"Hi Ralph Do you mind sending me your email, we have some questions on the set up of this report. ruth.gray@sage.com Thank you"
Nov 1, 2017
Ruth Gray replied to Ralph's discussion Sage 500 inventory report showing historical end-of-month quantities
"Great Ralph, I have added this as a report to investigate on our backlog. You can also take a look at how you can use Sage Intelligence in combination with Power BI to deliver some powerful reporting. "
Aug 15, 2017
Ralph replied to Ralph's discussion Sage 500 inventory report showing historical end-of-month quantities
"Thanks, Ruth.  Long time no see.  :) I don't think any of those free reports provide what we're looking for. The report we're wanting might be doable by linking a workbook to a database view and then using…"
Aug 14, 2017
Ruth Gray replied to Ralph's discussion Sage 500 inventory report showing historical end-of-month quantities
"Hi Ralph I am not sure that we have this specific report but you may like to take a look at all the other Sage 500 reports we have available for Sage 500 Intelligence customers. These are free, all you need to do is download the Report…"
Aug 14, 2017
Ralph posted a discussion

Sage 500 inventory report showing historical end-of-month quantities

Sage 500 natively provides a Business Insights Analyzer report called Inventory History.  This is a great report that shows the end-of-month quantities-on-hand.  Unfortunately, it only shows data for periods in which an inventory item (item-whse combination) had activity.  If the item-whse combo had no activity for the period, even if it was on-hand, the report does not display data for that item-whse combo for that period.  We wish this report showed data for every inventory record for every…See More
Jul 28, 2017
Doug Walker replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"Ralph - I found the attached Sage "How To" regarding the Bulk Import. Note in the document where it says: "The intention of bulk imports is to import new or updated custom reports into the current metadata repository and not to…"
Dec 2, 2016
Ralph replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"On my test system I exported several reports from two of our companies, and then created a new Metadata Repository and tried to import them using the Bulk Import tool.  I had placed the exported .al_ files into the folder where the tool…"
Dec 2, 2016
Doug Walker replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"There is a "Bulk Import" located on the Tools tab. In the Help shows how to use it. You would still need to manually export the reports but that's just a couple mouse clicks."
Dec 1, 2016
Ralph replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"Thanks.  I don't know how I could get that done in a typical weekend upgrade Window.  Our last upgrade took 14 hours.  If I had to export and import all of my SI reports on top of that I don't know how I'd make…"
Dec 1, 2016
Doug Walker replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"It's actually recommended that you use the new Metadata Repository and export the reports from the previous version and import them into the new one. Not sure where I read it."
Dec 1, 2016
Ralph replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"In the outside chance anyone is interested, I imported the new report, selecting "No" to each prompt which meant it recreated the six Containers, and my old RDA reports run fine."
Dec 1, 2016
Ralph replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"Thanks for the reply, Doug. It's actually a "Yes to use the existing Container or No to create a new one" prompt. I will allow it to create new Containers on my test system and then verify that all of my old RDA reports still work,…"
Dec 1, 2016
Doug Walker replied to Ralph's discussion import Financial Report Designer 1-0 - create new Containers?
"Create a new one. The report you are importing may have some changes to the Container. When it prompts for a new name leave it as is and just click OK."
Nov 30, 2016
Ralph posted a discussion

import Fincnaical Report Designer 1-0 - create new Containers?

I recently upgraded our Sage 500 system from version 2014 to 2016 (7.70.2).  We have been using Sage Intelligence since 2010, so it has been upgraded in our system several times. After the most recent upgrade I found that our system did not have the new improved financial report designer that came out with the 2016 release.  I obtained the "Financial Report Designer 1-0.al_" file from Sage, and it will be easy to import that into our system which will then provide us with the new…See More
Nov 30, 2016
Ronaldo Renê replied to Ralph's discussion Using Excel to calculate days inventory was on hand
"De nada mano!!"
Aug 25, 2016
David Bryant replied to Ralph's discussion Using Excel to calculate days inventory was on hand
"Thanks Ronaldo"
Aug 25, 2016

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