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Crystal Reports Schedulers for Sage 100cloud

October 15, 2020 by Wayne Schulz

One of the questions that we’re often asked surrounds how to automatically extract data from Sage 100 / Sage 100cloud on a regular basis without needing to manually run a program or report.

While there are a few ways to do this ( Visual Integrator, ODBC ), the typical way many consultants approach this is with Crystal Reports.

Crystal Reports is a report writer included with Sage 100 and the starting point they use for creating a report which can export data.

However, standard Crystal Reports usually rely on someone manually starting the report and running it on a regular basis.

Thankfully, there are numerous scheduling tools that work to automatically run a Crystal Reports at a preset time on a regular schedule.

In some cases you also use Windows Task scheduler to create the automation. The degree with which you manually create this task schedule varies based on the product used.

The two products that I’ve used the most are Visual Cut and Logicity. Both are affordable ( under $500 ) and support most of the recent versions of Crystal Reports.

The website Crystal Reports Underground has a review of both desktop and server-based scheduler programs.

Desktop Crystal Report scheduling tools reviewed include:

  • Crystal Delivery by Groff Automation
  • Smart Report Organizer 2018 by DataZimmerman
  • Logicity Pro by Saber Logic
  • Report Commander by Arcana Development
  • cViewMANAGER by Chelsea Technologies
  • Softline Crystal Scheduler by Softline Solutions France
  • R-Tag Crystal Scheduler Light by R-Tag
  • Visual CUT by Millet Software

Server Crystal Report Scheduling tools reviewed include:

  • ReportServer by InfoFabrik GmbH
  • R-Tag Crystal Scheduler by R-Tag:
  • Navarre Report Scheduler by PCS Programming
  • cViewSERVER by Chelsea Technologies
  • CrystalKiwi Scheduler by CrystalKiwi Ltd
  • Softline Crystal Scheduler by Softline Solutions France
  • Liaison Messenger EDD by Liaison Software Corp
  • rePORTAL SCR by rePORTAL Software
  • Report Runner Batch Enterprise by Jeff-Net

The next time you are wondering if there is a better way to automatically run a Crystal Report at a preset time – consider using one of the report schedulers reviewed above. And remember that Crystal Reports can be set to print a report as well as export data which can be handy if paired up with an FTP service scheduled to automatically upload a file on a set schedule.

Filed Under: Crystal Reports Tagged With: Crystal Reports, exports

How to show country names on forms using older MAS 90 and MAS 200 versions

July 30, 2009 by Wayne Schulz

To create country code on MAS90 and MAS 200 forms:

Earlier versions of MAS 90 and MAS 200 (typically prior to version 4.10 or 4.20) did not allow for easy linking of the country code name to the code itself.

While the country code could be placed on forms (Sales Orders, Purchase Orders, Checks) – the name of the country was not as easy to place for a few reasons –mainly that the data file required to pull the name from was not readily linkable.

Below is a workaround solution that you may find useful. It is primarily for MAS90 or MAS200 (it works on both) versions prior to 4.1 – so if you are using a later version you probably don’t need this procedure because Sage has wisely added country name to the tables that your forms are using.

All steps below require using Crystal Report Writer – which is included with your Sage MAS90 or MAS 200 product disks.

These are not beginner instructions – and assume some intermediate level comfort with Crystal Reports. Backup all your

For this example, assume that we are going to create a form for the ship to and bill to codes. The same logic here with slight modification can apply to any form with a bill/ship field.

Note: Technical information on creating a Crystal Sub report that shares variables is available from:

NOTE: Unfortunately links below to Crystal Reports technical documents appear to have been broken since Business Objects was acquired by SAP.

http://support.businessobjects.com/library/kbase/articles/c2007600.asp

1. Create a page header A that is above the main details (Note: It is important that this comes at the top of the page so that the shared variable calculates before the body of the report. If you do not put it at the top the whole thing doesn’t work). You will need to create a new header (Right click in the HEADER section area and select Insert Section Below. Once that section is created, right click on the section area again on the left side and select MOVE – then you can move it up).

2. Create a sub report for each Bill-To/Ship-To code. These will be placed into the page header created above.
a. Cty_ship
b. Cty_bill
c. Note: Link these back to the main table on the report. You’ll probably want to look in the Database – Visual Linking Expert to see what table is being used to hold your address information.

3. Within each of these subreports:

a. Create a formula as follows (Note: Vary the variable name depending on whether you are creating a bill to or ship to)

b. Place the above formula in the body of the subreport in the details section. Once on the report, right click the formula, select format field, then font, change the font to WHITE (or any shade that won’t show on the report)

c. Place the SY_Country.CountryName in the body of the subreport in the details section. Change the font to white so it doesn’t print on the final report.

d. Leave the Details section viewable – all other sections should be suppressed – ie headers/footers. (Note: If you suppress the details section this won’t work – so be sure to leave it viewable. The way to get around seeing the data on the report is to later change the font to white and make the field very tiny).

e. Make sure your subreport is linked from the SO1_SOEntryHeader.ShipToCountry to the SY_Country.CountryCode

f. When you’ve placed both sub reports into the header section you created above, right click on each subreport and de-select the “can grow” checkbox. (Note: If you do not remove the check you may get a “page size exceeded” message)

4. Within the main report create two variables
a. Country_bill
b. Country_ship

5. Now you can put this variable into your main report formula and the value from the subreport is carried over. The following is the example of it being worked into the @ship to address formula which is standard in the Sage SO Order and Invoice form.

6. Sample formula which has been modified with the new variable.

7. Important: Place the new variables onto the report in the main header section (NOT the sub report) – you can make the white fonts so they don’t print. You must make them viewable (Cannot suppress or this does not work).

BACKGROUND NOTES ON THIS ISSUE:

Q: Client wants to display the Country Code in the forms (SO Orders, Invoices, Purchase Orders, Checks).

A: (Prior to version 4.1 and 4.2) There is no simple way to do this in MAS90/MAS200 — though there are two standard approaches.

The first approach to adding MAS90 country names on forms

Use Alias Tables — this would allow for a table to be used in a report more than once. You give each table an “alias” and it would then allow you to link it to separate fields. This would be needed for the Country Code field because it is potentially a different result for either the Bill To or Ship To.

The problem in MAS90 4.x+ with the Alias Tables is that there is a bug of some sort preventing them from linking to the SY_Country field. This is documented in the Sage KB with the workaround to use a subreport (an ok solution but the country name is impossible to properly line up since it is a free floating field).

The better solution is to use shared variables within the report. Basically this involves creating a new section (header) at the top of the report (important because the variable has to be created before the rest of the report). Then you declare the variables as shared and they can be read from the header on down to the main body.

I did this through the SO and it seemed to work.

Here is the link to the Crystal KB article showing how to create shared variables:

http://support.businessobjects.com/library/kbase/articles/c2007600.asp

On the subreport, you have to create a main subreport, a formula (put this on the subreport) and a shared variable (reference this on the main report).

In the main report you have to create a formula, call up the shared variable (see the Crystal KB for syntax) and then use it in the address formula. Do not forget to put the formula itself onto the form or the value won’t compute.

You want to make the font be white on white. Do NOT suppress and printing or the calculation does not work. If you make it very small you can hide it on the form.

IMPORTANT NOTE: This information is being made available “AS-IS”. Prior to making any changes on your system be sure you have a backup of all forms being modified.

Subsequent upgrades to MAS 90 or MAS 200 table structures may render some (or all) of these instructions obsolete. Sage may also fix bugs that we’ve referred to above. These instructions are meant to serve as a starting point for your own use – and not as a detailed step by step guide to resolving any particular issue. We take no responsibility for updating these instructions. We are not able to provide support (except for our own MAS 90 support clients) on implementing these instructions.

Filed Under: Crystal Reports, Hidden Options, Knowledgebase, Sage 100 ERP, schulz consulting, Tips and Tricks Tagged With: country code, Crystal Reports, forms, how to, mas200, sage, Sage 100 ERP, schulz consulting, Wayne Schulz

Pre-Written Crystal Reports for MAS 90 and MAS 200

March 5, 2009 by Wayne Schulz

Getting started with a Crystal Report for MAS 90 or MAS 200 is  the hardest part of the design process.

Once you know the tables to link (and the formulas to create) – the rest of the report design process is a piece of cake.

Did you ever wish there was a “starter kit” of Crystal Reports you could use as a basis for your own MAS90 reports? If there was just a report that kind of looked like what you wanted — and then you tweaked it (as opposed to writing it from scratch).

Well here’s your opportunity!

I have over 60 Crystal Reports that are available. These are written for version 3.71 but they can be upgraded (you’d have to do this yourself – we aren’t bundling labor in this deal) or used as a guide to show how to create a similar report in 4.x.

The last time we sold these we offered them as a bundle for $995 back in 2006.

I’ve since had several clients inquire about the availability of such a bundle of reports and for a limited time (though April 30, 2009) I’m going to make them available under the following pricing:

Client of Schulz Consulting and Member of Unlimited Support – $ 250

Client of Schulz Consulting – $ 500

Due to license restrictions we are not able to distribute these to other resellers or to users of MAS90 who are not clients (listed as reseller of record) of Schulz Consulting.

At this price we cannot invoice for the reports. We require credit card payment in advance and then we will provide you with a copy of every report in the package.

If this is of interest – email me directly – wayne@s-consult.com. Remember, Schulz Consulting must be your reseller of record and I’m only offering this through April 30, 2008.

Crystal Catalog of MAS90 Reports

Publish at Scribd or explore others: Business & Legal crystal MAS90

Filed Under: Crystal Reports, MAS 90 Add Ons Tagged With: crystal prewritten reports, crystal reports mas90, mas200, Sage 100 ERP

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