Sage 100

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  • 1.  v2020 Report Manager

    Posted 05-26-2020 16:38
      |   view attached
    Did someone move the cheese on this upgrade?  Report manager is working very differently now.  After using it for 15 years or so in the new framework, it is working differently in v2020.  It was one of those WAD's that I thought I had mastered.  Now someone has modified the code.  See attached for the details.

    Thoughts?

    Thanks in advance.

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Attachment(s)

    pdf
    Report Master.pdf   240 KB 1 version


  • 2.  RE: v2020 Report Manager

    Posted 05-26-2020 18:21

    I had this experience with an upgrade from 2017 to 2019 when I re-created their  PR check forms.  I also created a new report setting for a standard payroll report and saved it for all users..  It created a single folder for the form code/report setting inside MAS_System only, but in Report Manager, it created records for each company.  By the way, they have a AP check stored in MAS_System and it converted over in Report Manager just as in the old version.

    Report Manager PR checks v2019


    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------



  • 3.  RE: v2020 Report Manager

    Posted 05-26-2020 18:22
    I've never been a big fan of Report Manager.  I've always thought it was klugey/clunky.  I primarily only use it for adding custom reports to the menu.

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 4.  RE: v2020 Report Manager

    Posted 05-26-2020 18:30
    Me too unless, like my client with over 50 companies, they use the same form for all of them.

    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------

    Original Message


  • 5.  RE: v2020 Report Manager

    Posted 05-26-2020 18:33
    Edited by Kevin Moyes 05-26-2020 18:34
    Put the file in the right place manually and Sage 100 will use it.  The Report Manager entries are not needed.

    Disclaimer: I have not tested this with PR forms, but don't see any reason why they would be any different.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 6.  RE: v2020 Report Manager

    Posted 05-26-2020 22:26
    Hmmm, seems like everyone has a slightly different (self taught) experience with it.  Works fine for reports (I use it to add reports to the menu), it turned funky with forms with v2020

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Original Message


  • 7.  RE: v2020 Report Manager

    Posted 05-27-2020 09:19
    You didn't waste 4 hours - I bet there will be more than a few 90 Minders who can learn from this example. Thank you for documenting it! 

    I tried to spot what was different because from my experience I thought when you create a new form code it always pulled a default/template from \mas90\reports\.

    Sage has a KB here which seems to match up with your latest findings on how Report Manager works.

    From what I can tell the change is that under prior versions ( before 2020 ) when you used Report Manager and specified (All) for a new form it would NOT create the STANDARD folder and in 2020+ when you do the same thing it creates STANDARD when you ask for ALL ?

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
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    Original Message


  • 8.  RE: v2020 Report Manager

    Posted 05-27-2020 10:57
    Thanks. 

    It has been my experience that timing is crucial if you are going to set the master forms up in the ..\mas_system\reports folder.  You have to set them FIRST before anyone prints the form code (Standard or customized).  If you don't do it prior to printing a report, Sage will default to the form in ..\mas90\reports folder.  To overcome this, you have to do a search and destroy in three tables (SY_ReportSetting.M4T , SY_ReportOption.M4T,

    SY_LastFormUsed.M4T) to remove the record created by the user. Painful).  Because of this limitation, I understand why many do it differently.  This works best for new installs.

    I opened a case with Sage yesterday via the partner portal (agonizingly difficult).  Initial feedback from Paul Chen is that NOTHING was changed......

    Will keep this thread up to date with their findings.



    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Original Message


  • 9.  RE: v2020 Report Manager

    Posted 05-29-2020 10:28
      |   view attached
    Open case on the issue.  See attached.  Also affecting v2019, PU 3

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Original Message


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