Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Converting templates when turning on sales orders

Report design issues and solutions.
Post Reply
Davejh
User
User
Posts: 1
Joined: 02 Oct 2023, 22:10
Sage Version: v29 UK/Europe/Africa

Converting templates when turning on sales orders

Post by Davejh » 25 Sep 2024, 20:54

We are currently using sage 50 to go
Quotation>invoice, and not using the sales order side of things. This has been fine, but accounts don't like it as a quotation appears on the invoice screen and is technically at invoice stage as soon as the quote is won.
I have created multiple custom quotations, invoices and an order acknowledgement reports.

I had a play on a sandbox version of turning on the sales order side but noticed that a lot my reports no longer were visible, as presumably it's looking to show database fields that aren't there now (with info going to the SO fields now)
Is there a way of converting the reports. I had a table and it looks like all the database connections need updating but was a massive task.
Any ideas guys?

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4646
Joined: 28 Feb 2006, 09:56
Sage Version: v30 UK/Europe/Africa

Re: Converting templates when turning on sales orders

Post by brucedenney » 26 Sep 2024, 09:38

You can't convert reports, they refer to different variables in different tables.

You can use templates to apply a look and feel to all reports.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

Post Reply

Who is online

Users browsing this forum: No registered users and 0 guests