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  • 1.  Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-02-2018 16:45
    Sage100 Payroll 2018. I had a client upgrade with an IT company... they had a ton of Custom PR Reports... and of course they don't work now. As I am getting my feet wet with the new PII, anyone have tips to get things done with this new security? Because creating a simple report with just employee names is now a complicated task.


  • 2.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-02-2018 16:51
    Is this what you are looking for ? How to display Personally Identifiable Information (PII) fields on Custom Crystal Reports in Sage 100 2018 and higher https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=88325&sliceId=1&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=6324&cmd=displayKC&dialogID=236329&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true


  • 3.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-02-2018 17:00
    Here's the list from a 90 Minds Sage roundtable: http://www.evernote.com/l/AQ4uaIu1FE5Gi4cPs6Q_muRYs76HZHcP7Lg/


  • 4.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-02-2018 17:21
    Wayne, followed the steps, got no data to present... Moira, thanks, I'll start reading.


  • 5.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-02-2018 17:22
    I guess I was hoping more for what others have been able to make work, more like ""here is what I have found works""...


  • 6.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-03-2018 03:47
    You can't test it from within Crystal any more. You have to do your best, put it on the menu, and run it from there, then go back and make changes.


  • 7.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-03-2018 05:21
    You can customize the built-in reports now, though. Find a wrk file that has the fields you need and create new report settings off of it.


  • 8.  RE: Sage100 Payroll 2018. I had a client upgrade with

    Posted 08-03-2018 06:03
      |   view attached
    Here is an example of a rough draft custom check history report in a format the client wanted. Notice you need to add the PIIwrk table to be able to print the report and it needs to be printed from the custom reports menu. The link to pull the company name field on this report needs to be tweaked.

    Attachment(s)

    rpt
    PR_check_hist_custom.rpt   78 KB 1 version