In the last few months several of our customers using Sage 100 (formerly MAS 90) have asked for reports or a way to get data out of Sage 100. We always look at the standard reports that are built inside of Sage 100 first. I believe it was important to document these procedures and a way to do this:
Many times it is easiest just to build a report that will pull data into a custom Crystal Report or in this case Excel.
- Open Excel
- Select Data then other sources
- From the MS query select Sota MAS
- You will need to login with your normal Sage 100 login and password
- From here you can select the table and fields you will need example: IM_ItemTransactionHistory table and fields; item, transaction data, transaction code, cost and extended cost
Note: It is important to know what tables and fields you are looking for in the first place, your Sage authorized partner can help you with this.
- Finish and return data to MS Excel, import data and login again.
- The data will now be exported to excel