Sage 100

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  • 1.  Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 14:09
    Anyone ever successful in having the Auto-Check Reconcilation report in Bank Rec be generated and saved to paperless office? @Sage100Routine


  • 2.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 14:43
    Journals/Registers 1 Report Viewer 5 Period End 6 Invoice Printing 2


  • 3.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 14:43
      |   view attached
    Did you try changing the setting in SY_Task?


  • 4.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 15:03
    These omissions always surprise me, especially when doing forensic support calls. Is anyone building a list of the reports that don't go to Paperless? I'd like to add to Barbara's Gotchas.


  • 5.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 15:57
    @NicoleRonchetti so all you have to do is change Field 18 to 1 . I tried that and it still doesn't work.


  • 6.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 16:06
    Yeah you are right that won't work. There actually isn't a task for the report itself..... I'll look a little bit more.


  • 7.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 16:20
    Yup.... i don't think this one is possible to just edit an SY_Task record. I believe you would need to create an SY_Task record and maybe some other things as well in order for it to work.


  • 8.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 16:25
    thanks!! likely a mod.


  • 9.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-25-2016 22:33
      |   view attached
    Jim I've done this before. Need DFDM tricks but no mod needed. To restate what Nicole said there are 2 UIs defined but only 1 UI has an entry in Sy_Task. It's sole purpose is to allow it to be added to the B/R menu. It does not have any Report functions in the code nor an associated Crystal .RPT file (nor an associated _RPT class). It's nowhere close to Paperless ready. The 2nd UI called Auto Check Reconciliation _Processing_ is launched when you click Proceed button from the 1st Auto Check Reconciliation screen. This has all the missing stuff we want except a Sy_Task entry. Steps to be Paperless ready: :leftwards_arrow_with_hook: 1) Make a backup of Sy_Task.m4t 2) With DFDM or Task Manager in Dev Studio) create a new entry for BR_AutoCheckReconciliation_ui - see screenshot ** Proceed Carefully ** I put a red box on the main things you need but easiest way is edit the B/R Recap Report record then change the TaskID from 005 to something else as a way of creating a new key. Don't remove the old key when asked, obviously. 3) Do NOT add the new task to the menu with Sy_Menu_UI or any other way. 4) Go to Paperless / Setup / Report Maintenance. Add an entry for new B/R rpt you see. 5) Run Auto Check Reconciliation, click Proceed, now on dropdown you will see Paperless as an option and it will work so as long as the Test Email button works.


  • 10.  RE: Anyone ever successful in having the Auto-Check Re

    Posted 02-26-2016 14:55
    I will test to see how it goes.