SageForum for UK versions of Sage 50- Help and support.

Hi,

We run a "standard" and an "extended" layout within our Chart Of Accounts and have organised the nominal ranges within the COA to be in a particular order so that when printing out our P&L, certain items appear in certain places and are grouped the way we need them. So far, so good....

However, when we are running the standard "Prior Year" report from the Financials window, all the various categories (nominal groupings) are simply listed on the report in ascending order.
We can still choose to display the report in standard or extended format, but the designated order as laid down within the COA is ignored, in favour of an ascending sort.

We have used Sage for many many years now and have realised that this issue has only arisen since the Report Writer Programme has been upgraded (to an SQL version?) within this latest version of Line 50.

Does anyone have any idea as to how this tiny problem might be cured ?
I have had a look at the design of the Prior Year Report file, bit to be honest, its all a little bit beyond me

Any help would be appreciated...... Thanks

Not sure which report you are taking of, a little confused here, I assume "standard" and "extended" are just different charts of accounts you have setup.

Are you saying that the report is not sorting the same way depending on which chart of accounts you are using?

If the issue is just that a report is not sorting the way you want then I think it should be possible to adjust the report to used the chart of accounts order.

Is this the profit and loss report with prior year values PYPNL.report or the prior year report PRYEAR.report ?

Or is this some other report?

Hi - Thanks for coming back to me.

Yes, "standard" and "extended" are just the different COA's we have set up.... one obviously being more detailed than the other in as far as the level of nominal breakdown goes.

Essentially, what is happening is that the P&L and Prior Year reports display different nominal sorts when using either of the layouts.

So, for example, our COA for sales would be like this (as determined in the COA layout)

Product Groups A 1000-1050
Product Groups C 2000-2100
Product Groups B 1050-1100
Product Groups D 2100-2200

You will note that these are in a particular order and not numerically ascending (Eg: A,C,B,D)

When running a standard P&L report, the sales fugure are presented exactly as above, as laid out in the COA template - in A,C,B,D order.

However, when running a standard Prior Year report, this sort order is ignored and the sales figures are displayed in nominal numerical ascending order (Eg: A,B,C,D)

Having looked at the two reports within the Report Designer, there is some obvious diffences within the section headers that MAY explain the reason for this - "CATEGORY.SORT_ORDER.Footer" in P&L and "CATEGORY.Footer" in the PRYEAR report.......... however, as per my previous posting, messing around too deeply within this new version of Report Designer is a little beyond my scope.

Hope that is a little clearer (?) and any help you can offer would be greatly appreciated.

Thanks

Yes, sounds like they are sorted differently in the report designer so it should be possible to fix it.

I am happy to look at this, but which report is it? can you give me the file name, or exact name of the report.

Hi again

Thanks for the offer - it is much appreciated

The file name is PRYEAR.report (standard Sage report) and the version we are using is Line 50 2007 - 13.02.30.0144

Many thanks again

Hi

When I run that report I do not get the same results, my copy works fine already.

Perhaps this was fixed in the "Sage Line 50 2007 New Style Stationery Layouts Pack" Update.

Have you downloaded and applied all updates for V2007?

http://www.sage.co.uk/updates/line50.aspx?ID=2007

If not then I suspect that will cure it.

If you have already applied this then PM me with your email address and I will email you my copy of the report. Perhaps I am misunderstanding something.