Showing posts with label Sage 300 ERP. Show all posts
Showing posts with label Sage 300 ERP. Show all posts

Tuesday, December 16, 2025

Stonefield Query for Sage 300 Version 8.5.9476.

Stonefield Software is pleased to announce the release of version 8.5.9476 of Stonefield Query for Sage 300. This version supports Sage 300 2026.

Friday, August 21, 2015

Stonefield Query for Sage 300 Version 5.2

We are please to announce the release of version 5.2 of Stonefield Query for Sage 300. There are lots of new features in this release.

Report Designer

  • There are two new settings on the Grouping page of the Properties dialog for fields in step 2 of the Quick Report Wizard: Retrieve all records and Number of records per group. Turn off Retrieve all records and enter a value for Number of records per group to limit the number of records per group. You can combine this with sorting on one of the fields in the detail for the group to see the oldest or newest record. For example, suppose you want to see only the most recent activity for a customer. To do that, group on customer name, set Number of records per group to 1, and sort on the activity date in descending order.
  • There's a new setting for formulas: Calculate value at group level. This setting allows certain formulas to be re-calculated at the group level rather than just being summed, such as profit margin or other types of ratio calculations for which summing and averaging don't work. To indicate that the formula should show group values in a report, set the Summary option for the formula in the report to a new choice: Group Calculation.
  • A new type of filter operator is available for date fields: Is. When you choose this operator, you can select a date type to compare the field to, such as This Week, Last Year, or This Month to Date, from a drop-down list.
  • Dashboards can now include all types of reports, not just charts and gauges. Note, however, that the dashboard window doesn't scroll so it's really only appropriate for short, informative reports.
  • Step 2 of the report wizards now shows information about the field under the mouse pointer in a "balloon" tip. For the Available fields list, the balloon shows any comments about the field. For the Selected fields list in a quick report or label, the balloon shows how the field is formatted in the report: whether it's grouped or summed, what numeric or date format is used, and so on. This allows you to see at a glance information about the field without having to click the Properties button.
  • You can now select more than one grouping field for a grouping formula. This is necessary for a formula that, for example, show sales for a certain date range by customer and product.
  • A new type of output is available: Microsoft Excel - Data Only (Fast). This is similar to Microsoft Excel - Data Only but is faster and doesn't require that Excel is installed on the system. This format works better that Microsoft Excel - Data Only with scheduled reports because Excel doesn't always work correctly when run from a scheduled task.
  • You can now specify whether category and series fields are sorted in ascending or descending order in a chart.
  • You can now specify a background color for fields in a report in the Properties dialog. Sample text shows what the colors of the field will look like in the report. You can also revert to the default color for the field by turning on the new Use default color setting.
  • You can now export and email a report layout to someone in one step: right-click the report in the Reports Explorer and choose Email Report File, enter their email address, and click Send.
  • The Filter page in the Reports Explorer and report wizards has a new setting: Warning if no filter when report is run. This used to be a global option in the Options dialog but is now available on a report-by-report basis. The setting in the Options dialog was changed to Default warning if no filter when a report is run and it now determines what the default is for that setting for new reports.
  • You can now specify the font for X-axis, Y-axis, and point labels in charts.
  • When you output a cross-tab to a Microsoft Excel PivotTable, the PivotTable now supports the Show percentage of total, Show difference from previous column, Show percentage change, Column totals, Row totals, Display date as, and numeric format settings for the cross-tab report.
  • The Options dialog no longer has a Date Format setting; the application now always uses the date format specified in the Windows Control Panel.
  • If no output settings are specified when a report is run from the command line, the saved output settings for the report are used if there are any.
  • If an advanced layout report has any images, such as a company logo, those images are included in the SFX file for the report. If you export the report and send the SFX file to someone but forget to send them the image files used by the report, the Import process they use to add the report to their reports list creates a new folder called Images and puts the images imbedded in the SFX file there. The benefit of this is that you no longer get an error about a missing image in this case.
  • Some settings in the Options dialog now affect all users on a network: Create and display report snapshots, Send summary queries to database engine, Week starts on, and Year starts in. These settings are saved in Data.ini in the Data subdirectory of the program folder rather than in the Windows Registry where other settings are saved.
  • The Show totals in group headers setting for quick reports is now available for advanced layout reports.
  • The positions of the Advanced Layout, Chart, and Edit buttons in step 5 of the Quick Report and Cross-Tab Wizards was changed a little to accommodate other controls.
  • The Alignment setting in the Properties dialogs for fields now displays icons for left, right, and center alignment.
  • The new sample report Inventory Valuation in the Sample Report\IC Reports folder shows the inventory valuation by item as of a specific date without regard to location.
  • You can now report on the Certified Payroll Report Jobs (CPCPRJ) table in the Canadian Payroll module.

Tuesday, April 21, 2015

Stonefield Query for Sage 300 ERP Version 5.1

We are please to announce the release of version 5.1 of Stonefield Query for Sage 300 ERP. There are lots of new features in this release.

  • Stonefield Query can now handle optional fields when used in a multi-database report.
  • There's a new Item Description field in the Inventory Control Assemblies table that gives the description of the item.
  • Two new tables are available in Accounts Payable: Adjustments and Payments. They're really just specific subsets of the Payment and Adjustment Batches table.
  • Several changes were made to gauges. First, the gauge has a new, more attractive appearance, including an option to show the current value using "digital" digits like a speedometer. Second, the performance of gauges on some systems was dramatically improved. Third, there are several new settings: you can specify that the goal comes from a specific value rather than a field, saving you having to create a formula for this purpose; you can specify the font and color of the gauge labels; you can specify band end values as amounts instead of percentages; and you can specify at what percentage the goal value appears. Also, the "distinct" setting in the Customize Wizard is now available.
  • You can now edit labels using the Advanced Report Designer, allowing you to move fields around or tweak the layout.
  • The new Grid Bars option for charts draws alternating horizontal bars in a chart, making a more attractive chart.
  • The new Scheduled Tasks function in the Tools menu allows you to display the status of your scheduled reports, including last run date and result, and edit or delete schedules.
  • The new Find Reports Using a Field and Find Reports by Name functions allow you to see which reports include a particular field, either in the report itself or in the filter conditions for the report, or to find reports containing text you specify in the name.
  • A new Summary option for grouping formulas, Combine, allows you to combine the values of a field from several records. This is useful, for example, to create a formula that lists all of the products purchased by a customers in a single record rather than one record per purchase.
  • The Formula Editor has a new code editor button. This button allows you to create and edit custom functions without having to put code in RepProcs.prg and without having to exit Stonefield Query every time you make a change to the code.
  • The Formula Editor also has a new security button. This button allows you to indicate which user groups can see the formula and which can modify or delete the formula. The Formulas dialog now only displays formulas the user has access to and only enabled the Edit and Remove buttons if the user is in a group that has those permissions.
  • The Formula Editor also has a Default Summary setting. This allows you to determine if numeric fields are automatically summed, averaged, or summarized in some other way by default.
  • The Formulas dialog can now filter the list of formulas to only those in a certain table or Module. It also has a new Reports button showing you which reports use the selected formula.
  • The report wizards have a new Save As button that allows you to save the report as a new report rather than having to first choose Copy and then edit the copy.
  • You can now turn on the Ask at runtime setting for a filter condition using an expression as the value to compare to. In that case, the evaluated value of the expression is displayed as the default value for the condition in the ask-at-runtime dialog.
  • The Filter Condition dialog no longer has a More button; the dialog is always expanded so the options in it are more discoverable. Also, there are new Ends With and Does Not End With operators and a new Custom Description setting.
  • You can now select the direction (ascending or descending) of the sort of a group in the Advanced Report Designer.
  • You can now indicate whether a header row of field names is included when outputting a report to Microsoft Excel data-only, comma-delimited, or text files.
  • You can now specify the starting month of a fiscal year in the Options dialog so dates displayed as quarter use the correct quarter number for your fiscal year.
  • The Maintain Users and Groups dialog now has a spot for the email address for each user. This address is used to send emails to technical support if the user hasn't filled in the settings in the Email tab of the Options dialog.
  • You now get a warning when running a dashboard if any of the reports are missing.
  • Temporary files more than a week old are now deleted when you close Stonefield Query to keep your temporary files folder from getting too full.
  • You can no longer enter an email address formatted as "Some Name <somename@somecompany.com>" because that causes a scheduled report to fail.
  • The Automatically sum numeric fields setting in the Options dialog was removed, as it's now controlled on a field-by-field basis.
  • You now get a warning if you schedule a report to output to or email a file on a mapped drive, since drive mappings don't work well in scheduled tasks.
  • Step 2 of the report wizards no longer has Add All and Remove All buttons, since those were were rarely used and accidentally using them causes changes you likely didn't expect.
  • Turn on the new No message if no records setting for dashboards to not display a warning if there are no records for a particular chart in the dashboard.
  • Importing a report containing an updated formula is now easier. In previous versions, if a formula was edited (for example, the expression was changed) at another site and a report containing that formula was exported and sent to you, importing the report didn't update the formula at your site. Instead, you had to delete the formula before importing the report. Now, when you import a report containing an existing formula that's different than your copy of the formula, you're prompted if you want to replace your formula with the one in the report.
  • Importing an update to an existing report is also now easier: you are prompted if you want to replace the existing report with the one being imported. If you choose No, the imported report is given a new name (the same behavior as in previous versions).
  • You now get a printer dialog when clicking the Print dialog in the Preview window for a chart.
  • The dialog displayed when you click the Email button in the Preview window now has the same options as the Output page of the Reports Explorer.
  • If another user is logged in with the same name, the application doesn't terminate but instead redisplays the Login dialog.
  • You can now specify a width greater than 1000 for a chart, which is helpful if it's output in landscape.
  • The Schedule Wizard now remembers the user name and password in the last step so you don't have to enter them every time you create a schedule.
  • The size and position of the Select Email Addresses dialog is now remembered.
  • If you use an ask-at-runtime filter condition for a grouping formula, the ask-at-runtime dialog now displays the name of the grouping formula so you can tell which formula the dialog is asking for values.
  • You can now choose "Expression" for the Compare to setting for a filter condition using a formula.

Monday, November 17, 2014

Stonefield Query for Sage 300 ERP Version 5.0

Stonefield Software Inc. is pleased to announce the release of version 5.0 of Stonefield Query for Sage 300 ERP. This release has numerous new features.

  • Stonefield Query has a new report type: gauge report. This allows you to create a gauge showing the current value of something compared to a target or goal value.
  • You can now create a "grouping" formula. A grouping formula is a powerful tool that allows you to create filtered summary values. For example, suppose you want columns in a report that show the sales for last year and the current year-to-date for each customer. Those aren't single values retrieved from the database. Instead, for the first column, use a grouping formula that sums up the sales records for each customer for last year, and use a similar one but for the current year for the second column.
  • The Inventory Control Location Item Details table now also appears in the Purchase Orders module.
  • The Inventory Items table now has a Total Quantity on Hand field that contains the total quantity on hand from all locations.
  • The Inventory Shipments related tables no longer appear in the Order Entry or Purchase Orders modules to avoid confusion with the shipments tables already in those modules.
  • You can now password protect the file created when a report is output to file or email.
  • You can now print to Dymo LabelWriter labels.
  • The Schedule Report function is now available only to advanced users.
  • A new output type is now available: Microsoft Excel - Full Format (*.xlsx), which creates Excel 2007 or later files. The former Microsoft Excel (*.xls) output type was renamed to Microsoft Excel 97-2003 - Full Format (*.xls) so you can tell them apart. The new type does not require Microsoft Excel to be installed to create the file.
  • The "red" error dialog that appears when something goes wrong now has a Help button that brings up the help with information about that dialog.
  • The Locations page in the Options dialog is now available only to administrative users.
  • The Subscription Expired dialog, which appears when you have subscription licenses and your subscription has expired, now has a "Don't remind me again" option; turn that option on to prevent the dialog from appearing again. Also, those licenses are now deactivated rather than being deleted, so if you renew your subscription, they are reactivated.

Friday, May 9, 2014

Stonefield Query for Sage 300 ERP Version 4.3.5242

There are numerous new features in this release.

  • Stonefield Query for Sage 300 now works with Sage 300 version 6.2 and earlier.
  • A new chart type is now available: Donut, which is similar to Pie but with a hole in the middle.
  • The default settings for a new chart give it a more modern appearance, such as flat rather than 3-D and better colors.
  • You can now define a chart with a second values field; this field is charted as a second series against the right axis.
  • The Output each group as a separate file and Output each group as a separate email options now support charts on quick reports. In that case, each file has its own chart related to the group the file is for.
  • The Filter Condition dialog now uses a more modern date picker control.
  • The Add timestamp to file name setting is now available even when Erase file after email sent setting is turned on in the Output page of the Reports Explorer.
  • A new output type is now available: Microsoft Word (*.docx), which creates Word 2007 or later files. The former Microsoft Word (*.doc) output type was renamed to Microsoft Word 97-2003 (*.doc) so you can tell them apart. The docx format is preferred as it's more accurate.
  • The Check for Updates function in the Help menu is now only available if you are logged into Stonefield Query as an administrator.
  • You can now change settings in the Format page of the Field Properties dialog for numeric fields in columns of cross-tab reports.
  • The prompts in the Email page of the Options dialog have been changed to reflect the fact that SMTP is the preferred setting since MAPI can be unreliable, especially when emailing a scheduled report.
  • There are now relationships between the Purchase Orders Invoices and Accounts Payable Vendors tables, between the Accounts Receivable Receipts/Adjustments and Adjustment G/L Distributions tables, and between the Return Material Authorization Details and RMA Kitting Details tables.
  • You can now report on the Unit Price and Quantity fields in the Accounts Receivable Recurring Charge Details table.
  • You can now edit a formula in step 2 of the report wizards when Application View is used.

Wednesday, January 16, 2013

Stonefield Query for Sage 300 ERP Version 4.3

We are pleased to announce the release of version 4.3 of Stonefield Query for Sage 300 ERP (formerly known as Sage Accpac ERP). Here are the new features in this version.

  • You can now create batch reports. A batch report automatically runs several reports, outputting each to the desired destination. This is handy if, for example, you normally run the same three reports at the end of every week. Rather than choosing them one at a time, you can create a batch report that combines those three reports and just run it. You can even schedule batch reports.
  • You can now append the output of a report to an existing Microsoft Excel output file. In that case, the report appears in a new worksheet (tab) within the spreadsheet. This even works if the file is already open in Excel. You can also now choose XLSX or XLS as the extension for a Microsoft Excel output file.
  • Turning on the new Start each group on a new page option for the first row field in a cross-tab report causes each group of records to appear on its own page. You can also now turn on the Output each group as a separate file and Output each group as a separate email settings so each group is output to its own file or email.
  • The new Delimited - Microsoft Excel Format output type outputs to a comma-separated values (CSV) file but uses Excel formatting so things like leading zeros are preserved when the file is opened in Excel.
  • Formulas are now stored in the same folder as reports (in a file named CalcFields.DBF) so if the program runs on a workstation but reports are shared on a server, so are the formulas. For backward compatibility, the program will still look for CalcFields in the Data subdirectory of the program folder so you won't lose your formulas, so this works better for new installations rather than existing ones.
  • You can now enter a formatted SQL statement in the SQL Statement step of the Customize Report dialog. For example, carriage returns and tabs are now permitted. This makes it easier to take a SQL statement from another application and paste it into a report's SQL statement. Note that this change now requires you to prefix procedural code with "*-" if you want to use code rather than a SQL statement (a rare occurrence).
  • Microsoft Excel full-format output works better now: the output has a single page header at the top of the document and a single page footer at the bottom rather than header/footer sections where the pages would normally break, and the use of empty columns and rows for positioning is minimized.
  • Stonefield Query now handles font scripts other than Western, such as Cyrillic or Greek. You can select the desired script in the Font dialog that appears when you click the font button in the Field Properties dialog of a report wizard or in the Advanced Report Designer.
  • Clicking the Add All or Remove All buttons in Step 2 of the report wizards now display a prompt asking you to confirm if you want to do that to prevent inadvertently adding all fields in a table to a report or removing all fields from a report.
  • The application no longer erases the diagnostic log (Diagnostic.txt in the Data subdirectory of the program folder) if KeepLog=Y is in Data.INI. This is useful for checking diagnostics over multiple runs, such as for scheduled reports.
  • You can now resize dashboard windows to a much smaller size than before.
  • You can now edit a chart that's included in a quick report with an advanced layout. The Size page in Step 4 of the Chart Wizard is now disabled in that case, since you cannot change the chart size.
  • You can now click the serial number in the About dialog (available from the Help menu) to copy your serial number to the clipboard. This makes it easier to enter the serial number when creating a ticket in our online support ticket system.

Thursday, August 23, 2012

Stonefield Query for Sage Accpac/300 ERP Version 4.2.4603

Version 4.2.4603 has several great new features.

  • Stonefield Query for Sage Accpac ERP has been renamed to Stonefield Query for Sage 300 ERP because Sage renamed Sage Accpac ERP to Sage 300 ERP. Please note that regardless of the name, Stonefield Query works with Sage 300 ERP and Sage Accpac ERP versions 6.0 and earlier.
  • The new Auto-fit to page setting for quick reports automatically reduces the font when fields would normally be moved to a second row because there are too many to fit on one. This makes it possible for the fields to fit on a single row.
  • The new Find Field button in step 2 of the report wizards makes it easier to find a field by part of the caption.
  • Reports can be combined into a single PDF output by specifying the same file name for each report and turning on the new Append to existing file setting.
  • The Dashboard window now supports outputting all charts to a single PDF file.
  • You can now sort a chart by values rather than the default alphabetically by category by setting the Sort setting in the Field Properties dialog to Ascending or Descending Order.
  • Stonefield Query now supports printer custom forms specified in templates. This allows you to, for example, create a template that's very wide (using Tabloid size paper) so fields don't wrap onto a second row when there are lots of fields.
  • You can now define multi-line point labels for charts in Windows XP (it was only available in previous versions for Windows Vista and 7).
  • You now get a warning if you copy an expression from the Expression Builder and paste it into a place where real table and field names are required, such as the expression for a formula or a field in the Advanced Report Designer. Previously, you would get an error when running the report.
  • Relationships were added between the Accounts Receivable Receipt/Adjustments (ARTCR) and Invoices (ARIBH) tables, the Accounts Receivable Applied Receipt/Adjustments (ARTCP) and Order Entry Invoices (OEINVH) tables, and the Accounts Receivable Invoices (ARIBH) and Order Entry Invoices (OEINVH) tables.
  • The Applied Receipt/Adjustments (ARTCP) table now appears in the Order Entry module as well as Accounts Receivable.
  • The Payroll Fields settings in the Options dialog can now accept longer lists of code values.