By version 4.4 of Sage 100 ERP, almost all of the standard reports are created in Crystal. (The exceptions include Job Cost, MRP, Payroll, and Work Order.)
If you want to modify a standard report, go right ahead. HOWEVER, since all standard reports use temporary files as their source document, you must run your version as a different “Report Setting” of the standard report. Putting your report on the Custom menu in any module will give you no data.
To modify a standard report (and keep the standard available), begin by choosing Save As in the upper right corner and giving your version a new Report Setting. Once you have determined your new Report Setting, click on the Designer button in the upper right hand corner (this assumes you have the correct version of Crystal Reports installed on your machine).
The standard report will be pulled up in Crystal, and you can make your modifications, even adding linkages to other files, or inserting sub reports.
Once saved, your copy will be in the MAS90/MAS_XXX/ Reports/NameOfReport/YourReportSetting/Report.rpt. The system determines the NameOfReport. Because your copy isn’t stored in the MAS90/Reports folder, it will survive any future upgrades.
Please note that Registers and Journals do not give you an option to have a different Report Setting.
Check out our blog for more Sage 100 Tips and Tricks.