Sage 100

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  • 1.  FRx. I need to generate two reports for a customer

    Posted 06-26-2018 18:23
    FRx. I need to generate two reports for a customer who is switching to Intelligence. I have their FRx and Sage data installed on my local PC. FRx launches and I have access to their rows, columns, trees, and catalogs. However, generating both reports yields this message: ""none of the reporting units in the tree belong to the company you specified"". I can reconstruct what they need in SI with the information that I have, but it would be nice to be able to run the reports out into Excel. The row format has Related/Rows/Unit from the tree that are valid. The tree is very basic and has valid GL segments. Has anyone encountered that message before?


  • 2.  RE: FRx. I need to generate two reports for a customer

    Posted 06-27-2018 05:26
    It sounds like the link to the unit in the Row Format may not be working. Try going into the row and manually selecting the unit of the tree you want.


  • 3.  RE: FRx. I need to generate two reports for a customer

    Posted 06-27-2018 06:11
    There is a feature in the Column settings that allow you to specify a reporting unit from the tree. Do you see a reference to a reporting tree in the column settings? If so, it may be calling for an invalid reporting unit.


  • 4.  RE: FRx. I need to generate two reports for a customer

    Posted 06-27-2018 08:11
    Are you sure you picked the correct company code when you logged into FRx?


  • 5.  RE: FRx. I need to generate two reports for a customer

    Posted 06-27-2018 11:53
    Found it! First, I manually re-selected the units in the Row Format. No change. Then I checked the Column Layout again, but no units are specified. Then I looked at the Tree for the umpteenth time. When @DawnKulbacki said ""picked the correct company code"", it led me to look at the Company column of each branch. On the customer's old system, they had ""ANPC"", but when I set up my connection on my local system, I made it the same as their Sage company code of ""ANP"". I thank you all for replying!