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Sage 100 – How to modify Standard Reports in Crystal

As a Sage 100 Certified Consultant we recently upgraded a customer from a very old version of MAS90 to Sage 100 and a new version. Previously they had many standard reports that were in DOS based screens that they liked. With the new versions of Sage all the Standard Reports are in Crystal Reports.

Our customer asked us how to modify some of the Standard Reports to make them more easier for their business purposes.

The answer to that question is contained below and we have attached some screenshots.

  1. In Sage 100 ERP, open the report task to be modified. In the example we did the Inventory Sales History Report.
  2. Click Save Down-Arrow, click Save As. Inventory_SalesReport2 as an example.
    Note: Sage recommends NOT customizing the STANDARD report setting.
  3. Enter desired Report Setting name and Description Inventory_SalesReport2 as an example.
  4. Select one of the following Types: 
    • Public
    • Private
    • Read-Only
  5. Select the Default Report check box if appropriate.
  6. Click the Designer button to open report in Crystal Reports. Click Yes to save Report Setting dialog box.
  7. Make the desired changes, click the Save button, and close Crystal Reports.
    Note: The .rpt file is saved in ..Mas90MAS_xxxReports<Inventory_SalesReport2> (xxx = company code).

Sage 100 – How to Use Customer and Crystal Reports to Add a Custom Field and Run Reports – WAC Solution Partners – Palm Desert

Question: Mike, we own Sage 100 (formerly MAS90) and we would like to know how to add a new field to the Accounts Receivable Cash Receipts Entry screen. Is it possible to add a field to enter the number of customers that come our office daily?  We’d like to collect this data and build a report to show this information with different date ranges.

Answer: The Sage 100 Custom Office Module allows you to add a user-defined field to any screen in Sage 100 and report on it from the database. You simply add the new field to the Custom Office and create a simple Crystal Report. You will also need to properly link the UDF to History.

NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 ERP system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at info@caserv.com and we are available to help.

Sage 100 Consultant Tip – How to Create Calculations with Crystal Reports

Question:  Mike, we own Sage 100 (formerly MAS90) and use Crystal Reports. How can we do a summary calculation at the bottom to add up multiple lines on a Sales Order using Crystal Reports. We follow your Sage 100 Consultants Tip blogs and find your series of tips on Crystal Reports very useful!

Answer:  The Sage 100 Crystal Reports calculation feature has many applications.  In this case, we’ll review the 3 steps to add multiple lines in Sales Order.  If you think you are not taking advantage of the power of Crystal Reports, please add your comments at the end of this blog.

NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 ERP system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us and we are available to help. Sign up for more helpful Sage 100 consultant tips & tricks below!

Sage 100 Consultant Tip: 3 Steps to Create Crystal Reports Calculations

STEP 1 – In Crystal Reports, use the Running Totals Fields from the field explorer. On the Crystal Reports field explorer right click on Running Totals Fields and select New.

Sage 100 consultant tip

STEP 2 – Enter in the Running Total Name, from the left side scroll down and select the field to summarize and click it to the right. You can leave the defaults, and click OK.

Sage 100 consultant tips and tricks

STEP 3 – The new Running Total Field will now be available and you can insert into the report, please note you must insert the field into a footer for the Summary calculation to work.

Sage 100 tips

We hope this was helpful. There are many other applications to help save time throughout Sage 100 for Crystal Reports calculations. If you have any questions, please contact us, call 760-618-1395 or email us and we will be happy to help.

Check out other related Sage 100 Crystal Reports blogs:

Written by Mike Renner:  Partner of WAC Solution Partners – Greater Los Angeles, a Sage 100 ERP consultant and support provider based in Indio, CA.

Mike is an expert on ERP and fund accounting and supports Abila Fund Accounting and Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.

Specialties:  Sage 100 ERP (formerly Sage MAS90 / MAS200), Abila MIP Fund Accounting™, Acumatica, QuickBooks Pro Advisor

 

Sage 100 – How do I add a Custom Crystal Reports to the Module Menu

Question:  Mike, we own Sage 100 and have several Custom Crystal Reports. How do we add these reports to the Sage 100 module menu?

Answer:  First I want to make sure you are clear on the how to control the accessibility of Crystal Reports between those employees accessing Sage 100 (end-users). When one end-user builds a Custom Crystal Report, that end-user has ownership of it and it’s easy to maintain. It’s usually distributed by the creator of the report whenever others in the company need it. This isn’t always convenient when the creator of the report isn’t easily accessible and others need to access the report. Once you decide it’s time to make Crystal Reports available to other end-users of Sage 100, then it makes sense to set up each report in the “menu task” feature. The menu task feature in Sage 100 allows end-users to simply access and run the report in Sage 100 without having to access Crystal Reports. Of course, you will want to make sure there are security parameters set up so you control who will have access to run the report.

NOTE: We advise that you consult with your certified sage consultant before making any changes to your Sage 100 ERP system. If you don’t currently work with a Sage 100 consultant, contact us and we are available to help.

Sage 100: How to Easily Access Crystal Reports in the Menu and Set-up Security Rights

1) The first step is to create the Crystal Report and save it with custom.rpt at the end, and make sure the name of the report is less than 30 characters.

2) Go to Library Master>Setup>Report Manager.

3) Click on the Module you want to add, in the case Sales Order and Click Add Report to Menu.

4) Click Next on the Report Wizard and then select the Module, Path, Report Name then click Next.

5) Select the Role you want to use, this will let you assist to only specific Users that you want to be able to run the report.

6) Click Finish and the report can be accessed from the Module Custom Reports menu

7) The report can be run by clicking the task, setting the date and clicking print or preview.

Written by Mike Renner, Partner at WAC Solution Partners – Greater Los Angeles

Mike is an expert on Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage and Acumatica. Please contact us at 760-618-1395 if you have questions.

 

Please note: This is a repost of a blog that was written for ERPVAR.com, the original blog can be found below.

ORIGINAL ERPVAR.com blog