Sage 100

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  • 1.  Creating one AP check crystal check form (.rpt file) and use it for 15 companies

    Posted 07-02-2021 15:04
    I have a customer that has 15 companies in Sage 100.  They use the same blank check stock for all companies.  I have created one custom crystal form code in each company and copied the customized crystal form from one company to another.  I have to make another change now and I am thinking that there has to be a better way. I  believe that I can do something in Report Manager that can point the form code in 15 companies to one rpt file.  Does anyone know about this?

    A birdie told me that @Jeff Schwenk has done this magic in the past.  Any truth to this?

    Thanks

    Cooper​

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    Cooper Black
    Accounting Systems, Inc. (ASI)
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  • 2.  RE: Creating one AP check crystal check form (.rpt file) and use it for 15 companies

    Posted 07-02-2021 15:07
    Put it in the same folder structure in the MAS_System folder (i.e. MAS_System/Reports/AP_CHECKPRINTING/CUSTOM)
    Make sure you delete all of the ones that exist per company.

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Tennessee Software Solutions
    269-445-1625
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  • 3.  RE: Creating one AP check crystal check form (.rpt file) and use it for 15 companies

    Posted 07-02-2021 15:13
    Genius.  Just pure genius.  Thanks @Beth Bowers.

    ​

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    Cooper Black
    Accounting Systems, Inc. (ASI)
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    Original Message


  • 4.  RE: Creating one AP check crystal check form (.rpt file) and use it for 15 companies

    Posted 07-02-2021 20:20
    Yes, that is my SOP.  Set up all common reports/forms in the \mas_system\reports folder via report manager.  On new installs, I do this before anyone runs any forms.  Set up a form name for every one so that the default form IS the \mas_system\reports form.  Also hide the designer button on the form.  User will create their own form if you don't.  And as @Beth Bowers indicated, delete the old forms AND remove the form name in the table.  Unless @Beth Bowers is holding back, deleting forms is a major PITA. 
    ​​
    And for those that have forgotten, if you want to create a new template (in addition to the three standards) for international invoices or bill of lading forms, there is a way to create template # 4 so you can save it in the \systems\folder.
    ​

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 5.  RE: Creating one AP check crystal check form (.rpt file) and use it for 15 companies

    Posted 07-03-2021 08:22
    @Jeff Schwenk - I haven't gone through the process of deleting the forms within Sage - I just make sure they are not in the actual company-specific folder any more.  I didn't even think about that it might still look locally (and make a new copy!) if I didn't delete from within Sage - but in the case of Payroll checks, at least, just renaming them in the OS folder did the trick.​

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Tennessee Software Solutions
    269-445-1625
    ------------------------------

    Original Message


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