Sage 100

V2013, trying to export GL Period Posting History on a scheduled basis to a .csv file. I would like to have the net change of the debit/credit. So i created a Temp field as a number and a calculated field. However. the calculation doesn't export and I need the net in 1 column as either a positive or negative. Any ideas?

I would probably use crystal reports and then use visual cut to schedule. Jim

Or, could you create a udf?

Just for kicks, change the type to Assign (but the Calculation will still be out there). I've seen something like this work somewhere in VI...

Thanks Beth, that appears to have worked. It actually made sense as I had to assign it a column whereas with 'calculation' there was no indication as to what column it was going to go to. You Rock!

Just out of curiosity, why not pull the Data through MS Query via ODBC directly into Excel and save it as a template. You could add a start date and end date as filters on the spreadsheet so you can pull the data you want. No fuss, no muss.

All has to be done 'automatically via a scheduled task' with no hands on. Can the query be scheduled? Might try SI too with a macro to save it as a CSV and it too can be scheduled.

Have a similar challenge for client today. They want a report that displays one line for each department that represents the departments P/L. Do I do it in a Crystal or an Excel query with pivot table....

If I had my druthers, I'd use Crystal, but only because of comfort level. But if it needs to be scheduled, could pose a problem.

Sage Alerts is another option...... As well as Access. I think @JimWoodhead has used some sort of scheduler with Crystal.

As I said early my favorite scheduler program is Visual Cut. By Millet software. It is $300 program and has great features.

@JeffSchwenk - do it in Crystal or use a pivot table??? We all know you live and breathe pivot tables!

@RandyMarion - See my first post regarding pivot tables.....