Sage 100

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  • 1.  Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 06:52
    Sage 100 4.50, attempting to modify the AR Sales Tax report to add a group by State. I created a formula as Left(TaxCode,1), and added it as a group one level above the TaxCode group. When I run the report, it shows both groupings at the same level. State A Code A100 Code A100 Totals State A Totals = Code A100 Totals State A Code A101 Code A101 Totals State A Totals = Code A100 Totals What I was expecting: State A Code A100 Code A100 Totals Code A101 Code A101 Totals State A Totals = Code A100 Totals + Code A101 Totals Any ideas?


  • 2.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 07:10
    Look at the formula in the State A Totals. Sage might have hard coded the subtotal formula instead of using the Create Summary feature in Crystal.


  • 3.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 07:22
    I tried recreating all the subtotals in Crystal, same results.


  • 4.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 07:45
    If you post the Crystal Report, I could take a look at it.


  • 5.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 07:52
      |   view attached
    Here it is

    Attachment(s)

    rpt
    AR_SalesTax.rpt   18 KB 1 version


  • 6.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 08:04
    It works exactly as you described it working correctly on my system.


  • 7.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 08:10
    I've done a couple of things with it. I can't get it to not calculate correctly.


  • 8.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 08:30
    @PhilMcIntosh I just ran it on my system and it is working right also? Maybe we need to see the report data that is not looking right to you. Can you do a PDF for us for one state?


  • 9.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 08:35
      |   view attached
    Here is the PDF for Alabama

    Attachment(s)

    pdf
    ar_salestax.pdf   26 KB 1 version


  • 10.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 08:39
    Ah! The problem, is you're subtotaling on the A code before subtotaling on the state (A1500). Move Group 2 to be Group 1 and move the state total to be Group 2. Did any of that make sense?


  • 11.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 08:40
      |   view attached
    Like this.

    Attachment(s)

    rpt
    AR_SalesTax.rpt   18 KB 1 version


  • 12.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 09:08
    @RobertWood - thank you! I missed looking at the work file sort field.


  • 13.  RE: Sage 100 4.50, attempting to modify the AR Sales T

    Posted 09-04-2012 09:14
    You're welcome!