Sage 100

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  • 1.  Is there a way to set up a New Version of a report

    Posted 11-18-2015 14:18
    Is there a way to set up a New Version of a report, and have it be set to the DEFAULT for everyone? The 'standard' BOM Costed Bill of Material Report defaults to ""average cost""; our client needs everyone to use the ""saved as"" version, that defaults to Standard Unit Cost. Is there a method to ""set"" the ""default report"" for everyone, to that new ""saved as"" version""? Or does it require everyone to ""save as"" their own version, as themselves, and make that their default.


  • 2.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 14:35
      |   view attached
    I believe that this setting is what controls if the STANDARD or a customized report is the default for all users.


  • 3.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 16:21
    I believe that everyone has to create their own and mark it as the default.


  • 4.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 17:22
    @MichaelMcDonald; it only works by user. If i set a version as the ""default"" that default is only for me. @BarbaraGoldstein that is what I was afraid of. I hate to have 20+ versions of the report so everyone can have it marked as ""their default"". then two weeks later, they say, can you make a small change to that report?


  • 5.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 17:24
    Can you just change the selection criteria on the standard report? Remember you change the default selection by modify the sy_reportoption.m4t in the MAS_SYSTEM folder for all users. Here was a tip about doing a similar thing. https://90minds-com.socialcast.com/messages/7280355-ar-aging-date-after-creating-customized-aging-rep?mini=true


  • 6.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 17:30
      |   view attached
    @MadelineStefanou In your case save the standard report once then make the change in sy_reportoption.m4t. The standard report will always use the new default selection. You can likely set the COSTTYPE$=""S


  • 7.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 17:56
    !!! yes !!! THANK YOU @JimWoodhead; that was exactly the prompting I needed to get this to work. Your gonna make me look like a #Supergirl with my client.


  • 8.  RE: Is there a way to set up a New Version of a report

    Posted 11-18-2015 19:43
    The power of 90 Minds!!!