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PR_EmployeeDocuments.M4T Table

  • 1.  PR_EmployeeDocuments.M4T Table

    Posted 01-24-2025 21:22

    Client asked me to export the addresses used for emailing PR direct deposit stubs.

    I am puzzled by what I see for some employees in that they are missing the email address.  The record is flagged to email the deposit stub.  But no email address is shown.  Over half the records flagged for emailing DD are blank.  Yet, they still get their advice.

    Any thoughts?

    Inquiring minds are puzzled.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------


  • 2.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-25-2025 00:56
    Edited by Dan Burleson 01-25-2025 00:56

    It's encrypted and displays as empty in DFD&M just as it does in PR_Employee.M4T.



    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-829-1054
    ------------------------------



  • 3.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-25-2025 08:34
    Edited by Jeff Schwenk 01-25-2025 09:16

    Hmmmmm, but why would half of the addresses be visible?  It is just an email address.

    Forgot to mention, they are on PR 2.25 and v2022

    I guess to test that theory, I will create a crystal report to extract the address.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 4.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-25-2025 18:50

    I created a crystal report, added the PR PII table to it.  No DD emails appeared.  

    Call me puzzled



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 5.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-25-2025 20:22

    You have to add the PII by adding the report to either the G/L or P/R menu, then link the PII in Crystal, then run report from Sage 100. PII data won't show when run report in Crystal. 



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------



  • 6.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-25-2025 21:57

    I do it in Excel with Power Query and a BOI routine that loads a P/R work table with the PII fields unencrypted. 



    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-829-1054
    ------------------------------



  • 7.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-25-2025 22:40

    @Brett Zimmerman - That is what I did.  Data from the PR PII table did populate the report.  However, the PR PII DD emails addresses were blank.  Looking at the populated PR PII WRK table via DFDM also confirmed that the PR PII DD email addresses were also blank.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 8.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-26-2025 09:22

    Did you add the PII e-mail address field to the Crystal report?  @Dan Burleson, if wanting to use Excel 'Data Query' to pull in PII data, is that what your method essentially does?  It doesn't appear to be feasible via basic Excel Data Query.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------



  • 9.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-26-2025 11:03

    @Brett Zimmerman - Yes I did.  As well as first and last name fields.  

    @Dan Burleson mentions in his post that he uses a BOI script to populate the PR PII Wrk table which is used as a table in his Power Query



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 10.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-26-2025 20:13

    I said that I load "a P/R" table. Not the PR PII table, rather the PR_EmployeeListingWrk table which I then link to via the EmployeeKey field.



    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-829-1054
    ------------------------------



  • 11.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-27-2025 09:46

    We've run into this same issue & tried multiple tables, with the PII, etc. Nothing was consistent. Its like the old data is in one table, prior to PII & then the new data is not where you would expect it.

    In the end, we modified the standard Employee List report to get us the email data we needed.



    ------------------------------
    Dana Young
    Lehman Wesley
    Lansing, MI
    ------------------------------



  • 12.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-27-2025 12:22

    Thanks @Dana Young - Looks like it is time to post to the Sage Community............



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 13.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 12:28

    A little more information, but not closer to a solution.

    Changes were made in the initial release of v2023.  Who knows why this wasn't applied to v2022?  I am disappointed, but not surprised!

    From v2023ReleaseNotes.pdf

    14 CheckEmailAddress, CheckEmailAddressCc, CheckEmailAddressBcc, DirectDepositEmailAddress, DirectDepositEmailAddressCc, and DirectDepositEmailAddressBcc fields have been added to PR_EmployeePIIWrk file, which can now be added on a Custom Crystal Report.
    NOTE: Requires Sage 100 Payroll 2.23.1 and Sage 100 2023. DevID 114899 Knowledgebase ID 117634

    In 2024, I created a crystal using PR_employee, PR_Employeedocuments and PR_EmployeePII.wrk.  I run it from the launcher.  I still am unable to see the DD email address.

    Now I am a novice writing Crystal, but this shouldn't be rocket science!



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 14.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 12:38

    Did you manually add the PII file in Crystal Reports or via Report Manager wizard? - because the latter is required.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------



  • 15.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 12:45
      |   view attached

    Yes.  When adding to the PR custom menu, you are prompted to add the PII file.  I then edited the crystal to join the tables by employee key field.  Saved it.  Then ran from the menu.  Iv'e attached to report.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------

    Attachment(s)

    RPT
    PR_TESTEMAILSCustom.RPT   46 KB 1 version


  • 16.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 12:57

    I see you have the 'dir dep e-mail address' field on the report.  Maybe try just the regular e-mail address field from PII.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------



  • 17.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 13:49

    There are three email address fields for direct deposit emailing.  All three are populated in my test company.  All three are appearing with no value in the PR_EmployeePII.wrk table.  I want all three values.

    Does this actually work or did Sage throw something at the v2023 wall and it has been an issue?



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 18.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 14:37

    I just confirmed it works on my v2023 system; attached.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------

    Attachment(s)

    RPT
    jeff custom.RPT   12 KB 1 version
    pdf
    jeff custom.pdf   29 KB 1 version


  • 19.  RE: PR_EmployeeDocuments.M4T Table

    Posted 01-28-2025 14:57

    So the moral of the story is you only need the PR_EmployeePII.wrk table to pull the DD addresses.  Thanks @Brett Zimmerman for hanging in there with me.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------