Sage 100

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  • 1.  I want to make sure I'm headed down the right path

    Posted 10-22-2012 04:56
    I want to make sure I'm headed down the right path. A client needs an Excel or CSV file extracted from SAGE ERP 100 Payroll (v4.50) - Perpetual Check History file that summarizes by employee, for a given month (i.e. August) range of check dates, the total hours paid for Earnings Types ""R"",""S"",and ""V"". On the same line they need a summary of two deduction amounts, deduction codes ""12"" and ""13"". Is this a project that can be accomplished with Visual Intergrator? Requires only one line per employee to include Employee No., Name, Total Hours, and Total Deductions Amount.


  • 2.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 04:58
    I'd use Crystal instead.


  • 3.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 05:03
    Yeah. Crystal or Access.


  • 4.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 05:07
    Crystal or Access -- when Access is available I tend to use it because I've found it easier to export lengthy CSV files.


  • 5.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 05:14
    VI will export one line for each line type in the history file, not one line per employee


  • 6.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 05:24
    Is this a one off or recurring report? If one off, Use an Excel Query (link pr_23 with pr1), then create Piivot table. If they aren't familar with Pivot tables (they should learn) and it is a recurring report, go with Crystal. And due to the potential size of the perpetual history detail table, using an Access table with PTQ's as an intermediary link will speed the Crystal report by a factor of 10. With all of the different ways of getting data out of MAS, VI exports are not even on the radar screen. This method died in 2005 when I learned how to do Excel queries.


  • 7.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 05:56
      |   view attached
    Here is a 401k report that uses Crystal to do something similar.

    Attachment(s)

    rpt
    prw101.rpt   16 KB 1 version


  • 8.  RE: I want to make sure I'm headed down the right path

    Posted 10-22-2012 11:32
    Gosh @MyronStevenson thank you for sharing your Crystal Report. It is very close to what my client needs and I was able to follow your set up and get the Crystal Report done in a couple of hours. Thanks everyone for your comments.