Sage 100

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  • 1.  Not Urgent Support but wondering if anyone has don

    Posted 09-17-2015 06:45
    Not Urgent Support but wondering if anyone has done a Sage Intelligence weekly financial statement. Customer claims they might have to find new software if they can't create weekly F/S! Really?


  • 2.  RE: Not Urgent Support but wondering if anyone has don

    Posted 09-17-2015 06:47
    We have a @Sage100Routine group for support that isn't urgent.


  • 3.  RE: Not Urgent Support but wondering if anyone has don

    Posted 09-17-2015 06:49
    Not sure about SI, but I know you can do it in F9


  • 4.  RE: Not Urgent Support but wondering if anyone has don

    Posted 09-17-2015 09:09
    Nancy - The standard SI formulas are Period and YTD. However since SI pulls transaction detail, a weekly statement is very possible it wold just tale a bit more development in the report, but not hard. If you e need assistance, let me know, we are happy to help.


  • 5.  RE: Not Urgent Support but wondering if anyone has don

    Posted 09-17-2015 11:15
    SI does dashboards, too. I suspect that ""weekly financials"" is the only way the customer thinks about the need. Perhaps you can expand their thinking into not just dashboards, but non-posted data, such as SO backlog, new SO's, PO status, etc.


  • 6.  RE: Not Urgent Support but wondering if anyone has don

    Posted 09-17-2015 15:38
    @NancyHanson - we've done a bi-weekly for a restaurant group based on the transaction detail.


  • 7.  RE: Not Urgent Support but wondering if anyone has don

    Posted 09-18-2015 13:27
    I have a customer doing it using F9. You can pull by range of transaction dates. Cheaper to get F9 than to switch their software