Form Data Export to CSV

Hi,

We are using the "export to CSV files" feature for continued use of Crystal Reports after the latest update to Sage 50. In multiple computer stations, some windows 7, and others Windows XP, I find that the setting of "Export to CSV Files" gets forgotten or lost each Sage 50 is restarted. Users must re-enable this setting every day. Is this a glitch with the Sage 50 software? 

I also have some users where this option is grayed out, and it cannot enabled. I believe it has something to do with the "User Rights" setup. I have full accounting rights, and can easily ensure the setting is enabled each time I log into Sage 50. My setting is never "grayed out" but other users who don't have full accounting rights aren't so lucky. The option "export to CSV" is grayed out and cannot be enabled. One particular user is having a lot of trouble with this, and one strange thing I noticed is that when she is the first to log in, or the only one logged in, the "Export to CSV" setting is enabled OK and working (but still grayed out). However, when other users log in before her, the setting is unchecked and grayed out.

Does anybody else have the same issue with Sage 50?

Any ideas how or why this setting must be re-enabled every time Sage 50 is restarted?

How can i force Sage 50 to save the setting?

can I make it so users can enable this setting (like me) without giving them full accounting rights?

Help is much appreciated.

Jon

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  • 0

    HI Steam,

    I try to duplicate it on my side but unable to do so.

    Every time I use sysadmin or other user account with full accounting right to change the "export to CSV files" setting, when the data is opened by other account with or without full accounting right, it will follow the new settings.

    I close my Sage 50 a couple time and open it by different users, and the setting is still not changing from on to off.

    Just wonder if you will have the same problem to your sample company?

    Thanks

  • 0 in reply to Keith L

    Steam Man,

    This is indeed a bug in the program somewhere.  I've been trying to track it down for a couple of weeks.  A client told me today that it happens when some subsidiary users are changing printer drivers.  That particular client switches from their own printer to print some Sage 50 forms and then to the MS XPS driver (to prevent wasting paper printing from Sage 50) to print some Crystal Forms from my BizMan Reports viewer.  However, in my testing of this scenario, nothing in the table that holds that setting is changed.

    When I spoke with Sage about it a couple of weeks ago, they indicated there was a problem with setting the checkbox in Windows 8 as it crashes the system.  I have since confirmed this on a client's computer.  I was also told then that the forms must be set on Custom, not preprinted for the csv export to function.

    Like Keith, I have been unable to duplicate the issue in my office at all but I have 5 clients now with the problem.  I have put a check in my program on opening to see if the flag is checked and warn the user.  However, if you are just using Crystal, that option is not there unless you create a report on the tCompOth table for the field bExpCsv.  If it is a zero, then it is unchecked.  Then you can at least know it is not checked and go back and check it again.

    I have not checked through all the security options but I am thinking only someone with Full Accounting Rights or sysadmin can make the change.  However while the option is in a dialog that typically is only user settings, it is a company file-wide setting.  Setting it once for each file should be all that is needed.  You should be aware though that just because you set it, users who opened the file before you have no idea it is set yet unless they close the file and open it again.  In my testing, that setting only seems to be read once on file open for each user.

    I personally think some update statement somewhere that updates the table does not have any record of the field so it sets it to the default zero.  But I cannot confirm that.  Sage indicated to me that they may or may not be able to get a fix done before they release the next version, especially if the cause cannot be traced down.  That was as of the beginning of this week and they did not indicate they have made any progress on this.

    Hope this helps a little

  • 0 in reply to Richard S. Ridings

    Hi Guys,

    Thanks for the replies.

    Keith:

    I can't seem to find the sample company to try... Where is the default location?

    Richard:

    Interesting info about the print drivers. We do the same thing here with Microsoft XPS and then hit cancel as to not waste paper. Our forms are also set to custom.

    When you say "However while the option is in a dialog that typically is only user settings, it is a company file-wide setting.  Setting it once for each file should be all that is needed." - Are you absolutely certain about this? So what your saying is: As long as I enable the "export to CSV" setting, everyone else should technically also have it enabled too as long as I enabled the setting before anybody else logs in, and we are all using the same company data file! Correct?

    Hmm... I am not the only person with full accounting rights, so I will make sure that nobody else is messing around with the settings and turning things off accidentally.  (I doubt that is the underline cause of my issue but it should be ruled out).

    It sounds like the easiest fix for Sage would be to just change the default setting of "export to CSV" to 1 or "on". haha... or better yet, work out another deal out with Crystal Reports and reinstate the once powerful feature.

  • 0 in reply to Steam Man

    Richard,

    I sincerely hope you track this bug down! Wink

  • 0 in reply to Steam Man

    We are experiencing the same type of problem as well. Same as Richard, cannot duplicate in office but have client's with the issue. Have narrowed it down to clients who have their user settings/profile stored or cached on a server... there definitely is a bug. Will track it down at Summit

  • 0 in reply to GwG

    Steam Man,

    Sample files are in Public Documents.  It's easiest to open your file, select View, Select Company Window at Startup.  Then close your file and open Sage 50 again.  The first option on the dialog will be to open the sample file.  The last will be open the last used company file (your's).

    Can anyone ever be "sure" of anything?  I opened my sample file under the user name sysadmin.  The checkbox was checked.  I then opened the same file as Rick (has full accounting rights but that should not matter).  The checkbox was checked.  I closed and then started the program and opened the sample file as sysadmin, unchecked the box.  I closed and started Sage 50 and opened the sample file as Rick and the checkbox was unchecked.  That was the hard way.

    The easy way.  The checkbox result is stored in a table that starts with Comp, Company settings, not User for user settings.  In the past, this is how Sage programmers have used the tables, I can't be sure of the future or the present, so I did the original test to confirm.  I am now comfortable to say it is a company-wide setting.

    GWG

    FYI, I have MyDocuments (but not my desktop) redirected to my SBS2003 server and do not have the problem.  The only thing I see in tCompOth that may be regularly updated is the backups.  I justed tested with user Rick on my universl (with full Accounting rights) and backed up the file without changing the value of the checkbox.  Maybe some subsidiary user will change it but I doubt the SQL update statement will be different between users.

Reply
  • 0 in reply to GwG

    Steam Man,

    Sample files are in Public Documents.  It's easiest to open your file, select View, Select Company Window at Startup.  Then close your file and open Sage 50 again.  The first option on the dialog will be to open the sample file.  The last will be open the last used company file (your's).

    Can anyone ever be "sure" of anything?  I opened my sample file under the user name sysadmin.  The checkbox was checked.  I then opened the same file as Rick (has full accounting rights but that should not matter).  The checkbox was checked.  I closed and then started the program and opened the sample file as sysadmin, unchecked the box.  I closed and started Sage 50 and opened the sample file as Rick and the checkbox was unchecked.  That was the hard way.

    The easy way.  The checkbox result is stored in a table that starts with Comp, Company settings, not User for user settings.  In the past, this is how Sage programmers have used the tables, I can't be sure of the future or the present, so I did the original test to confirm.  I am now comfortable to say it is a company-wide setting.

    GWG

    FYI, I have MyDocuments (but not my desktop) redirected to my SBS2003 server and do not have the problem.  The only thing I see in tCompOth that may be regularly updated is the backups.  I justed tested with user Rick on my universl (with full Accounting rights) and backed up the file without changing the value of the checkbox.  Maybe some subsidiary user will change it but I doubt the SQL update statement will be different between users.

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