Sage 100

Customer has created Sage100 Queries and Dashboards in several Excel files.  Now they want those refreshed and emailed out automatically every day? Is there anything out there that will that. I usually use Logicity to email out Crystal Reports, but it doesn't do Excel (as far as i can tell). I'm looking at the Visual Cut website and it looks like it does do it. Anyone use Visual Cut to refresh Sage100 Queries and email out files? Any other suggestion?

------------------------------
Kenny Daniel
TechnoClarity, Inc.
------------------------------

Sage Intelligence has that capability...

------------------------------
Beth Bowers
Mom to Peanut, ChiChi, Canton, Cagney and Daisy (I miss you, Sammy)
Tennessee Software Solutions
(269) 358-0989
------------------------------

Thanks Beth. They are not using SI and everything was done directly in Excel, outside of SI. Not sure what it would take to start using SI at this point, now that everything is done.

---------------------------------
Kenny Daniel
TechnoClarity, Inc.
---------------------------------



Original Message:
Sent: 06-15-2022
From: Beth Bowers
Subject: RE: Emailing Excel files automatically

Sage Intelligence has that capability...

------------------------------
Beth Bowers
Mom to Peanut, ChiChi, Canton, Cagney and Daisy (I miss you, Sammy)
Tennessee Software Solutions
(269) 358-0989
------------------------------

I use VisualCut to schedule Crystal reports to auto-run and email.  I believe @Kevin Moyes and @Jim Woodhead use it also.
​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Thanks Doug but they are looking to update and email Excel files.

---------------------------------
Kenny Daniel
TechnoClarity, Inc.
---------------------------------



Original Message:
Sent: 06-15-2022
From: Doug Higgs
Subject: RE: Emailing Excel files automatically

I use VisualCut to schedule Crystal reports to auto-run and email.  I believe @Kevin Moyes and @Jim Woodhead use it also.
​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Send an email to ido@milletsoftware.com he wrote the code and supports VisualCut.  He can answer your questions about auto-executing and emailing Excel.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 06-15-2022 09:58
From: Kenny Daniel
Subject: Emailing Excel files automatically

Thanks Doug but they are looking to update and email Excel files.

---------------------------------
Kenny Daniel
TechnoClarity, Inc.
---------------------------------




Original Message:
Sent: 06-15-2022
From: Doug Higgs
Subject: RE: Emailing Excel files automatically

I use VisualCut to schedule Crystal reports to auto-run and email.  I believe @Kevin Moyes and @Jim Woodhead use it also.
​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

I will throw out that Sage Alerts does Excel files.....  I can hear the Visual Cut people now.....

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Original Message:
Sent: 06-15-2022 10:05
From: Doug Higgs
Subject: Emailing Excel files automatically

Send an email to ido@milletsoftware.com he wrote the code and supports VisualCut.  He can answer your questions about auto-executing and emailing Excel.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 06-15-2022 09:58
From: Kenny Daniel
Subject: Emailing Excel files automatically

Thanks Doug but they are looking to update and email Excel files.

---------------------------------
Kenny Daniel
TechnoClarity, Inc.


Original Message:
Sent: 06-15-2022
From: Doug Higgs
Subject: RE: Emailing Excel files automatically

I use VisualCut to schedule Crystal reports to auto-run and email.  I believe @Kevin Moyes and @Jim Woodhead use it also.
​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles

@Jeff Schwenk  Sage Alerts has a lot of great features but expensive if you only need to schedule reports to run.  VisualCut with 2 years of unlimited support is $360.​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 06-15-2022 10:22
From: Jeff Schwenk
Subject: Emailing Excel files automatically

I will throw out that Sage Alerts does Excel files.....  I can hear the Visual Cut people now.....

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------


Original Message:
Sent: 06-15-2022 10:05
From: Doug Higgs
Subject: Emailing Excel files automatically

Send an email to ido@milletsoftware.com he wrote the code and supports VisualCut.  He can answer your questions about auto-executing and emailing Excel.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 06-15-2022 09:58
From: Kenny Daniel
Subject: Emailing Excel files automatically

Thanks Doug but they are looking to update and email Excel files.

---------------------------------
Kenny Daniel
TechnoClarity, Inc.


Original Message:
Sent: 06-15-2022
From: Doug Higgs
Subject: RE: Emailing Excel files automatically

I use VisualCut to schedule Crystal reports to auto-run and email.  I believe @Kevin Moyes and @Jim Woodhead use it also.
​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles

Yep, am aware.  Even though Sage does not support us, I will ride them into the retirement sunset.

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
------------------------------

Original Message:
Sent: 06-15-2022 10:28
From: Doug Higgs
Subject: Emailing Excel files automatically

@Jeff Schwenk  Sage Alerts has a lot of great features but expensive if you only need to schedule reports to run.  VisualCut with 2 years of unlimited support is $360.​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 06-15-2022 10:22
From: Jeff Schwenk
Subject: Emailing Excel files automatically

I will throw out that Sage Alerts does Excel files.....  I can hear the Visual Cut people now.....

------------------------------
Jeff Schwenk
Bottomline Software, Inc.


Original Message:
Sent: 06-15-2022 10:05
From: Doug Higgs
Subject: Emailing Excel files automatically

Send an email to ido@milletsoftware.com he wrote the code and supports VisualCut.  He can answer your questions about auto-executing and emailing Excel.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 06-15-2022 09:58
From: Kenny Daniel
Subject: Emailing Excel files automatically

Thanks Doug but they are looking to update and email Excel files.

---------------------------------
Kenny Daniel
TechnoClarity, Inc.


Original Message:
Sent: 06-15-2022
From: Doug Higgs
Subject: RE: Emailing Excel files automatically

I use VisualCut to schedule Crystal reports to auto-run and email.  I believe @Kevin Moyes and @Jim Woodhead use it also.
​​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles

Visual Cut is primarily a Crystal Reports tool with export capability to Excel (and other formats).  The latest version added the ability to have an Excel file as a data source, which is new, and I don't know much about how it works (specifically if it could refresh the data).  Reaching out to Ido should get you a quick answer... (and I believe he offered 90-Minds consultants a test license so you could probably get that and play around a bit with it).  I expect the new features would just be reading the Excel file, not spinning up full Excel functionality... but I really don't know.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
------------------------------

Whether Visual Cut could refresh the queries and dashboards might depend if they can be done with a simple "Refresh All". If the dashboards consist of Pivot Charts or Tables and are sourced from a worksheet that is filled by a query, then these may have to be done in a specific order. A macro to refresh the queries and pivots would be straight forward to create and there's lots of VBA code samples for sending a workbook via Outlook or in a more automated fashion by using the CDO object. I use CDO to send emails via Used Defined Scripts out of Shipping Data Entry to notify salesreps about backorders. It would be similar to do this in Excel VBA also.  I hope that these distributed Excel documents are not macros otherwise the VBA code would need to be stripped out and then sent as an ".XLSX" to avoid virus software issues.

------------------------------
Dan Burleson
Software Consultant
Connex Software
------------------------------

Ido indicates Visual Cut has a function for refreshing spreadsheet data.

1. Place this argument in the 'Arguments' GUI area: "XLS_Refresh:Path&Name_of_Workbook"
   see details: https://www.milletsoftware.com/Visual_CUT_User_Manual/#Refreshing%20Data%20(Queries%2C%20Pivot%20Tables)%20from%20all%20Connections
2. Set the email to attach that workbook.
3. Schedule.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
------------------------------

Original Message:
Sent: 06-16-2022 03:34
From: Dan Burleson
Subject: Emailing Excel files automatically

Whether Visual Cut could refresh the queries and dashboards might depend if they can be done with a simple "Refresh All". If the dashboards consist of Pivot Charts or Tables and are sourced from a worksheet that is filled by a query, then these may have to be done in a specific order. A macro to refresh the queries and pivots would be straight forward to create and there's lots of VBA code samples for sending a workbook via Outlook or in a more automated fashion by using the CDO object. I use CDO to send emails via Used Defined Scripts out of Shipping Data Entry to notify salesreps about backorders. It would be similar to do this in Excel VBA also.  I hope that these distributed Excel documents are not macros otherwise the VBA code would need to be stripped out and then sent as an ".XLSX" to avoid virus software issues.

------------------------------
Dan Burleson
Software Consultant
Connex Software
------------------------------

Thank you all. I reached out to Ido and he not only showed me the refresh option but also gave me a few other options. Also got my NFR copy and will be testing. Thanks again

------------------------------
Kenny Daniel
TechnoClarity, Inc.
------------------------------

Original Message:
Sent: 06-17-2022 13:07
From: Kevin Moyes
Subject: Emailing Excel files automatically

Ido indicates Visual Cut has a function for refreshing spreadsheet data.

1. Place this argument in the 'Arguments' GUI area: "XLS_Refresh:Path&Name_of_Workbook"
   see details: https://www.milletsoftware.com/Visual_CUT_User_Manual/#Refreshing%20Data%20(Queries%2C%20Pivot%20Tables)%20from%20all%20Connections
2. Set the email to attach that workbook.
3. Schedule.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
------------------------------


Original Message:
Sent: 06-16-2022 03:34
From: Dan Burleson
Subject: Emailing Excel files automatically

Whether Visual Cut could refresh the queries and dashboards might depend if they can be done with a simple "Refresh All". If the dashboards consist of Pivot Charts or Tables and are sourced from a worksheet that is filled by a query, then these may have to be done in a specific order. A macro to refresh the queries and pivots would be straight forward to create and there's lots of VBA code samples for sending a workbook via Outlook or in a more automated fashion by using the CDO object. I use CDO to send emails via Used Defined Scripts out of Shipping Data Entry to notify salesreps about backorders. It would be similar to do this in Excel VBA also.  I hope that these distributed Excel documents are not macros otherwise the VBA code would need to be stripped out and then sent as an ".XLSX" to avoid virus software issues.

------------------------------
Dan Burleson
Software Consultant
Connex Software

Visual cut is the best!!

------------------------------
Jim Woodhead
DSD Business Systems
619-990-3946
------------------------------

Original Message:
Sent: 06-17-2022 13:19
From: Kenny Daniel
Subject: Emailing Excel files automatically

Thank you all. I reached out to Ido and he not only showed me the refresh option but also gave me a few other options. Also got my NFR copy and will be testing. Thanks again

------------------------------
Kenny Daniel
TechnoClarity, Inc.
------------------------------


Original Message:
Sent: 06-17-2022 13:07
From: Kevin Moyes
Subject: Emailing Excel files automatically

Ido indicates Visual Cut has a function for refreshing spreadsheet data.

1. Place this argument in the 'Arguments' GUI area: "XLS_Refresh:Path&Name_of_Workbook"
   see details: https://www.milletsoftware.com/Visual_CUT_User_Manual/#Refreshing%20Data%20(Queries%2C%20Pivot%20Tables)%20from%20all%20Connections
2. Set the email to attach that workbook.
3. Schedule.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.


Original Message:
Sent: 06-16-2022 03:34
From: Dan Burleson
Subject: Emailing Excel files automatically

Whether Visual Cut could refresh the queries and dashboards might depend if they can be done with a simple "Refresh All". If the dashboards consist of Pivot Charts or Tables and are sourced from a worksheet that is filled by a query, then these may have to be done in a specific order. A macro to refresh the queries and pivots would be straight forward to create and there's lots of VBA code samples for sending a workbook via Outlook or in a more automated fashion by using the CDO object. I use CDO to send emails via Used Defined Scripts out of Shipping Data Entry to notify salesreps about backorders. It would be similar to do this in Excel VBA also.  I hope that these distributed Excel documents are not macros otherwise the VBA code would need to be stripped out and then sent as an ".XLSX" to avoid virus software issues.

------------------------------
Dan Burleson
Software Consultant
Connex Software