Standard Crystal Reports in Sage 50 and Sage 50cloud

Which standard Crystal Reports are included in in Sage 50? 

Standard Crystal Reports included in Sage 50 include:

  •       Aged Payables v9
  •       Aged Receivables v9
  •       Customer Balance Graph v9
  •       Customer Detail List v9
  •       Customer Sales by Item v9
  •       Customer Sales by Month v9
  •       Inventory Labels v9
  •       Items Sold by Month v9
  •       Purchases by Unit Price v9
  •       Vendor Balance Graph v9
  •       Vendor Detail List v9
  •       Void Check Register v9

If you would like to learn more about standard Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 28, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Standard Crystal Reports in Sage 50 and Sage 50cloud
Print a crystal report in sage 50, sage 50 crystal report, crystal report sage 50, sage 50 intelligence reporting

Print a Crystal Report in Sage 50

Print a Crystal Report in Sage 50

How to use SAP Crystal Reports with Sage 50

How to print a Crystal Report in Sage 50 – For older versions of Sage 50 to print a Crystal Report in Sage 50, you must preview the report and print using a Crystal Reports license. If you currently have a license for Crystal Reports and Sage 50 then follow these simple steps to print a Crystal Report in Sage 50:

  1. In Sage 50, select Reports, Crystal Reports from the main menu.
  2. Highlight Vendor Detail List and click the Preview button or double-click Vendor Detail List.
  3. Click OK to continue. The report opens in Crystal Reports.
  4. Select Report, Refresh Report Data to ensure that the report is displaying the most recent information.
  5. Ensure that Use current parameter values is selected and click OK. The report refreshes.
  6. Select File, Print, Printer.
  7. A message appears, asking if you would like to use the default printer. Select Yes. Then, click OK to print the report. One page of the report is shown on the next page

Crystal Reports

Yes, Crystal Reports is one way to extract data from Sage 50 and we can train you on the process. You would not need to have the product prior to the  training. However, we have found that on-line training without the ability to immediately practice what has been demonstrated has a lower retention rate. You will also need to gain experience by practicing. The final element is to be able to find the appropriate data tables and fields to retrieve the data for use within those reports.

Please note, that although Crystal Reports can still be used with Sage 50, Sage has not included Crystal Reports as part of the Sage 50 product since 2014. A license has to be purchased separately. It is generally not recommended as the external report writer of choice unless reports were created prior it’s being removed from the product. It is most often required when these reports are still needed or new reports are required that cannot be created using the currently support Sage Intelligence external report writer.

Sage 50 Advanced Reports Options

  • Crystal Reports
  • Financial Designer
  • Sage Intelligence

Choose printing preference

The first step is to confirm the types of reports that you are expected to produce. This will confirm that Crystal Reports in the most appropriate choice for those reports. Other reporting options include

  • The built in report designer
  • Financial statement designer
  • Built in forms designer
  • Sage Intelligence

Print a Crystal Report in Sage 50

If Crystal is the most appropriate choice for an external report writer, I would be glad to set up an online training session for you. It is always helpful to know the reports you wish to produce, so I can choose one as example during training to give you experience in determining the tables and fields to create a specific report.

Learn More

Give us a call 800-475-1047

Print a crystal report in sage 50, sage 50 crystal report, crystal report sage 50, sage 50 intelligence reporting

 

Sage 50 data tables for use with Crystal Reports

Journal Header Fields

The following field information is intended to assist those who design reports for Sage 50 using Crystal Reports.

Filename: JRNLHDR.DAT

JRNLHDR.DAT has one record for each transaction entered in Sage 50. There is a one-to-many relationship between header records and row records. Each header record can have any number of related rows.

Note: Memorized Transactions are stored in StoredTransHeaders.DAT. All the field names are the same as in JrnlHdr.DAT.

Indexes and Their Uses

JRNLHDR.DAT has 22 keys, as follows:

0 = By JournalKey (Shadow, Journal, Period, TrxNumber, Partner.

1 = By PostOrder

2 = By Posted and then by PostOrder

3 = By LedgerKey (Module, CustVendEmpID, Date, and then by PostOrder

4 = By Reference

5 = By Date

6 = By Journal, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder..

7 = By JournalKey_Journal, then by JrnlKey_Per, and then by Reference.

8 = ByGUID

9 = By Journal, then by Reference.

10 = By Journal, then by Completed Date

11 = By ReceiptNumber

12 = By Journal, then by MainAccount, then by Deposit Ticket, and then by Date

13 = By Journal, then by Extended JournalType, then by Date, then by Reference, then by CustVendEmpID, and then by PostOrder

14 = By Journal, then by Date, and then by PostOrder

15 = JrnlHdrByJrnlCVEReference

16 = JrnlHdrByElectronicDateSent

17 = By Recur Number, By Date

18 = By JournalEx, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder

19 = RecurNumber

20 = JrnlHdrByElectronicDateSent

21 = By JournalKey_Journal, then by CustVendId, and finally by Date

22 = ByLedgertKeyModule, then by CustVendEmpID and then by Date

If you would like to learn more about how to print a Crystal Report in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing / Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training. Sage Timeslips Training

email us at solutions@jcscomputer.com

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Print a Crystal Report in Sage 50

Previewing Crystal Reports in Sage 50

Previewing Crystal Reports in Sage 50

Learn how to Preview Crystal Reports for Sage 50

Crystal Reports can be previewed from Sage 50 when the report is displayed in the Crystal Reports Viewer. The viewer automatically refreshes a report when opened, but refreshing the report ensures that the most recent data appears on the report preview. Follow these steps to see how easy previewing a Crystal Report in Sage 50 using the Crystal Reports Viewer is!

  • In Sage 50, select Reports, Crystal Reports from the main menu. The Select a Report window opens.
  • In the Report List, highlight Vendor Balance Graph v9and click the Preview button or double-click Vendor Balance Graph v9. Crystal Reports for Sage 50 starts.
  • Refresh Report Data to ensure that the report is displaying the most recent information by selecting the Refresh Icon (lightning bolt).
  • Once you have finished previewing the report, select Close to close the Crystal Reports Viewer window and return to Sage 50.
  • Click Close to return to the Sage 50 desktop.

Learn More about Crystal Reports and Sage 50.

  • Beginning with Release 2015, Crystal Reports is no longer accessible from within Sage 50—U.S. Edition
  • Custom Crystal Reports reports can still be used with Sage 50, but must be opened from the Crystal Reports application
  • Upgrading to Release 2015 does not remove the Crystal Reports files (.RPT files) from your company directory
  • To use customizable reports from within Sage 50, it is recommended to utilize Sage 50 Intelligence Reporting
  • SAP Crystal Reports can be purchased at http://www.crystalreports.com

If you would like to learn more about how to use Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers technical assistance and training classses, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047. Sage Timeslips Services

Sage 100, QuickBooks, Sage 50, Sage MAS 90, Sage MAS 200, Sage Peachtree, MISys, Sage 100 manufacturing, Sage 100cloud, Sage 100 cloud, Sage 100C, Sage 50cloud, Sage 50 cloud, Sage 50C, Consultant, MAS 90, MAS 200, QuickBooks Point of Sale, QuickBooks Online, QuickBooks POS, Sage 100 Advanced Reports, Sage 50 Advanced Reports, QuickBooks Advanced Reports, Sage Peachtree, Peachtree, Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, MISys Manufacturing

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Previewing Crystal Reports in Sage 50

Premium Crystal Reports in Sage 50 and Sage 50cloud

Which premium Crystal Reports are included in in Sage 50? 

Premium Crystal Reports included in Sage 50 include:

 

Assembly Item UPC_SKU Label

Using UPC/SKU (Universal Price Code/Stock Keeping Unit) labels can help you keep track of your inventory more accurately. The individual components you purchase from vendors may already contain their own UPC/SKU labels. However, you can use the Assembly Item UPC_SKU Label report to create labels for the finished products once the items are fully assembled. The labels include the following information:

  • Item ID
  • Item Description
  • UPC/SKU Number
  • Location

 

Assembly Planning 

This report displays details for a specified assembly, including the number of components needed, available, and on hand for the assembly. This report is helpful if printed before beginning the production of an assembly because it provides the status of the necessary components. The report includes the following fields:

  • Item ID
  • Description
  • Quantity Needed
  • Quantity on Hand
  • Quantity Available

 

Component Pick List

This report displays an itemized list of the locations and quantities of all components required for the specified assembly item. It is helpful to run this report right before you are about to assemble an item. The report includes the following fields:

  • Component ID
  • Description
  • Quantity Needed
  • Location
  • Initials

 

Deficient Components List

This report is useful for viewing which bill of material components of an assembly are in shortage. By seeing which components you’re missing, you’ll know which components you need to order before you can create the assembly. The report shows the following fields:

  • Component ID
  • Description
  • Quantity Needed
  • Quantity on Hand
  • Quantity Available

 

Item Sales by Customer and Purchase Order Number

This report displays item sales, sorted by customer purchase order number. This report was designed to provide an alternate method for looking up sales orders and invoices— sorted by the customer, then the customer purchase order number, and then by the sales order or invoice number. The report displays the following fields:

  • Customer ID
  • O. Number
  • Reference
  • Date
  • Description
  • Item Quantity
  • Item Subtotals

 

On Hand Detail Report   

This report displays detailed purchase information for inventory items that have a LIFO or FIFO costing method. The information in this report can be used to show how inventory has been valued. The On Hand Detail report displays the following fields:

  • Item ID
  • Item Description
  • Receipt Description
  • Reference
  • Receipt Date
  • Quantity
  • Unit Cost
  • Amount

 

Production Schedule

This report displays the assembly items on open sales orders, and is sorted by the Ship By Date. This report is designed to help you meet shipping deadlines by showing which assembly items need to be manufactured, and the order in which they need to be shipped. The report displays the following fields:

  • Ship By Date
  • Sales Order No
  • Customer ID
  • Customer Name
  • Item ID
  • Description

 

Stock Status by Location

Stock Status report, but includes the current quantities on sales orders and purchase orders in addition to the current quantity on hand. It also shows the history of the item (the quantity sold, received, and adjusted in the specified date range). The report displays the following fields:

  • Location
  • Item ID
  • Qty Received
  • Qty Sold
  • Qty Adjusted
  • Current Qty on PO
  • Current Qty on SO
  • Current Qty On Hand

 

If you would like to learn more about premium Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Premium Crystal Reports in Sage 50 and Sage 50cloud

Sage 50 Crystal Reports Support – 800-475-1047 – Support – Training – Consultants – Reseller

Sage 50 Crystal Reports Support – 800-475-1047 – Support – Training – Consultants – Reseller

Are you new to Sage 50 Accounting?  Do you have support questions after you have upgraded or do you need help updating a crystal report and do not understand the Sage 50 data base file structure.

Sage Customer Support does not provide assistance for issues related to third party products or enhancements, hardware, report customization, state or federal tax-related questions, or specific accounting questions. Please contact your Sage Business Partner, network administrator, or accountant for assistance. Please review this document for additional information on the scope of Sage Customer Support Services.

Beginning with 2015 access to Crystal Reports is no longer available from within Sage 50 software. Sage Software does not provide support for 3rd party add-ons such as Crystal Reports when being used with Sage 50. However, we have been providing support for this product for over 25 years and are experienced to get you back on track.

Have you seen our new excel training videos? Visit www.jcscomputer.com/exceltrainingclasses to see how you can use this with your Sage 50 crystal reporting software. If you need Sage 50 Accounting crystal report Support call 800-475-1047 or email us at solutions@jcscomputer.com. Put our 25 years of experience to work for you.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

November 7, 2016 Crystal Reporting, Sage 50 Accounting, Training Comments Off on Sage 50 Crystal Reports Support – 800-475-1047 – Support – Training – Consultants – Reseller
Customer Service
More
X