Sage 100

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com
------------------------------


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054
------------------------------


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

Oops, yes - long day!

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

Besides the LOJ s/b an inner join, I cannot see what's in your formula for @taxpayerIDSocialSecNumber. I've created a similar report and the work file PII data is unencrypted as expected. Could you attach the .RPT file (without saved data)?

Oops, yes - long day!

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

@Beth Bowers and @Dan Burleson I have changed the LOJ to an Inner Join. Here are the screen shots of the @Formula Fields in my Crystal Report. I have also attached the .RPT file (hopefully without Data). Thanks so much for all of your help.

Besides the LOJ s/b an inner join, I cannot see what's in your formula for @taxpayerIDSocialSecNumber. I've created a similar report and the work file PII data is unencrypted as expected. Could you attach the .RPT file (without saved data)?

Oops, yes - long day!

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

It HAS to be a security thing.  I added it to my menu and when I run it, I get data from the PII file. I would show you a screen shot to prove it, but because my only 1099 vendor is Dan and it has his SSN, I won't. 😁

@Beth Bowers and @Dan Burleson I have changed the LOJ to an Inner Join. Here are the screen shots of the @Formula Fields in my Crystal Report. I have also attached the .RPT file (hopefully without Data). Thanks so much for all of your help.

Besides the LOJ s/b an inner join, I cannot see what's in your formula for @taxpayerIDSocialSecNumber. I've created a similar report and the work file PII data is unencrypted as expected. Could you attach the .RPT file (without saved data)?

Oops, yes - long day!

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

@Beth Bowers I got it working now!!! It was a learning curve issue, and I went "off the tracks" on that curve. Here is what I think happened:

1) I used CR2020 to create my base report outside of SAGE 100 (using only AP_Vendor.M4T file) and saved my report into v2023\MAS90\Reports folder.

2) Then used Library Master>Setup>Report Manager to a) Add my report into the Custom Reports section of the AP module b) Incorporate the AP_VedorPIIWrk.M4T file. I think my report was then saved into v2023\MAS90\MAS_xxx\Reports folder. 

3) I kept making adjustments to the CR located in Step 1)

4) I kept testing my changes by running the CR from the location in Step 2).

5) I deleted the duplicate CR located in the v2023\MAS90\MAS_xxx\Reports folder.

6) Now the correct CR is being used in the AP Custom Reports menu. All my corrections work. 

Thank you ALL for your help! I now look smarter than a fifth grader in front of my client!

It HAS to be a security thing.  I added it to my menu and when I run it, I get data from the PII file. I would show you a screen shot to prove it, but because my only 1099 vendor is Dan and it has his SSN, I won't. 😁

@Beth Bowers and @Dan Burleson I have changed the LOJ to an Inner Join. Here are the screen shots of the @Formula Fields in my Crystal Report. I have also attached the .RPT file (hopefully without Data). Thanks so much for all of your help.

Besides the LOJ s/b an inner join, I cannot see what's in your formula for @taxpayerIDSocialSecNumber. I've created a similar report and the work file PII data is unencrypted as expected. Could you attach the .RPT file (without saved data)?

Oops, yes - long day!

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.

@Michael McDonald

Been there done that!  I should have a t-shirt or 2 by now. 

@Beth Bowers I got it working now!!! It was a learning curve issue, and I went "off the tracks" on that curve. Here is what I think happened:

1) I used CR2020 to create my base report outside of SAGE 100 (using only AP_Vendor.M4T file) and saved my report into v2023\MAS90\Reports folder.

2) Then used Library Master>Setup>Report Manager to a) Add my report into the Custom Reports section of the AP module b) Incorporate the AP_VedorPIIWrk.M4T file. I think my report was then saved into v2023\MAS90\MAS_xxx\Reports folder. 

3) I kept making adjustments to the CR located in Step 1)

4) I kept testing my changes by running the CR from the location in Step 2).

5) I deleted the duplicate CR located in the v2023\MAS90\MAS_xxx\Reports folder.

6) Now the correct CR is being used in the AP Custom Reports menu. All my corrections work. 

Thank you ALL for your help! I now look smarter than a fifth grader in front of my client!

It HAS to be a security thing.  I added it to my menu and when I run it, I get data from the PII file. I would show you a screen shot to prove it, but because my only 1099 vendor is Dan and it has his SSN, I won't. 😁

@Beth Bowers and @Dan Burleson I have changed the LOJ to an Inner Join. Here are the screen shots of the @Formula Fields in my Crystal Report. I have also attached the .RPT file (hopefully without Data). Thanks so much for all of your help.

Besides the LOJ s/b an inner join, I cannot see what's in your formula for @taxpayerIDSocialSecNumber. I've created a similar report and the work file PII data is unencrypted as expected. Could you attach the .RPT file (without saved data)?

Oops, yes - long day!

HI @Beth Bowers  Do you mean change it to an "Inner Join" instead of a "Left Outer Join"?   

Do an Equal join instead of a Left Outer - there should always be a PII rec for each vendor

@Dan Burleson Thanks for your help again. This Crystal Report fulfills a one-time need, and the number of records is small, so it's not worth spending a lot of time to make the report work. However, I don't like getting beaten by software. So, I have included some screen shots on how I put this Crystal Report together. Maybe someone can quickly sport my mistake. THANKS! 

The PII restrictions prevent the secured information from populating the work file. So, if you can see the secured data with DFD&M in the work file, then Crystal wouldn't be preventing it from showing it. Maybe post your report file so others can test it.

@Dan Burleson Thank you for your help. I am making progress. By previewing the Crystal Report and then using DFDM to open the AP_VendorPIIWrk table, I can now see unencrypted data that I would like to put in my Crystal Report. Normally I would just drop the fields from the  AP_VendorPIIWrk table (i.e. VendorNo$, VendorType$ or TaxpayerIDSocialSecurityNo$) into the report but they print blank

Is there some type of formatting I need to perform to get the unencrypted fields to print on the Crystal Report?

@Michael McDonald Recall that you can put that session id (MTM020218394326)

in your post above into the Session ID field of the SOTAMAS90 (since this is not premium) and read that table with the PII values directly into Crystal, Excel, or and ODBC capable utility.

Also, a BOI script can be created to fill the AP_VendorPIIWrk table outside of sage without using a Custom Report so that it can be read through the SOTAMAS90 ODBC DSN without filling in a Session ID and leaving the login panel blank.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054


Original Message:
Sent: 02-02-2026 18:56
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Jeff Schwenk I previewed the Crystal Report. When I look at the base file I'm using - AP_Vendor.M4T it shows that the table contains 2,111 vendor records. (which sounds about right for this company) When I view the other table in my report - AP_VendorPIIWrkMTM020218394326.M4T it also shows that it contains 2,111 records with some of the fields containing data.  I was able to make a copy of the AP_VendorPIIWrkMTM020218394326.M4T file before I closed DFDM utility.

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 17:18
From: Jeff Schwenk
Subject: Crystal Reports / Vendor PII help needed

When previewing the custom report, take a look at the tables generated via DFDM.   Does the information appear in the two tables?

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 02-02-2026 15:19
From: Michael McDonald
Subject: Crystal Reports / Vendor PII help needed

Thanks @Dawn Kulbacki. I didn't think to look at Role Maintenance > Security Options.  I looked at AP_Security Options and found two listings: A) Allow Viewing, Printing and Editing of Highly Sensitive 1099 Information and B) Allow Viewing, Printing and Editing of Highly Sensitive ACH Information.

I also looked under PR_Security Options and found one listing: Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information.

Should there be an option under AP that shows A) Allow Viewing, Printing and Editing of Highly Sensitive Vendor Information or Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information?

------------------------------
Michael McDonald - Consultant
Michael T McDonald CPA
(616) 813-8887 - mike@mcdcpa.com


Original Message:
Sent: 02-02-2026 13:44
From: Dawn Kulbacki
Subject: Crystal Reports / Vendor PII help needed

Did you check your Security Options for AP under Role Maintenance? Sounds like you don't have rights to view PII info in AP.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.