Sage 100

Sage 100 Advance 4.4 Client is asking why open sales order amount on the BI dashboard doesn't match the open sales order report. It's not even close. client is saying that they are updating the dashboard when they open it. Anyway to get the dashboard to recalculate? TIA

The Open Sales Order Amount field in Business Insights Dashboard is based on the open order amount in the Customer Masterfile. Rebuild the Accounts Receivable sort files, and select the Recalculate Open Order Amount in Customer check box at the options window.

Thanks Lisa! That worked perfectly and the dashboard matched the open sales order report after I rebuilt the AR sort file. Of course, the client asked how it got out of sync and I didn't have an answer. I know it's not uncommon though. Thanks again.

Interesting. Many moons ago I ran into this exact problem and Sage support was befuddled as to what was going on. I thought it was an NAB but could never figure it out.

yup, I have a lot of clients rebuilding sort files on a regular basis to keep things in sync. Have never figured out why.

Thanks, @Lisa Dion. If you know how something works, it is far easier to troubleshoot. It seems that few support personnel are taught how their products work anymore and thinking doesn't seem to be required either. It's not their fault, it's the system.