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  • Feature Request: Scheduler to suppress emails when restrictions result in no data

    Hi, My first time posting something here, so I apologize if this is the wrong place for this. Here is the situation. We are using SEI version 8.2.7. When using the scheduler to email out reports, we have a report with multiple users, each with different…

  • Difference between the Finance and UDM in SEI?

    I would like to know the difference between UDM and normal Finance process,dashboard and reports?

  • Joining Tables with Mismatched Data Types

    I am trying to create view that shows the number of PO receipts per day. The process owner has requested to see days where no receipts were performed in the data. Since there is no data for those days, it is not represented. I tried pulling in the ZCALENDAR…

  • SEI Year selection

    Hi, After installing template for Sage X3 on SEI, our customer try to select year in popup filter but list is empty. Is there a script or action available on administration to populate this list ? I try to add manually one record on the ZCALENDAR…

  • Scheduler Not Emailing Report

    Using SEI 8.2.0.38. I can email a worksheet, report etc. when I share it from the Command Center (Sharing>Email). When I schedule the same worksheet, report to email out, I don't receive an email. The Scheduler console shows that it ran and was Successful…

  • Calendar gadget for X3 and/or Sage Enterprise Intelligence (SEI)

    We would like to use a calendar gadget to view/schedule sales deliveries in X3 or SEI. See also; https://www.sagecity.com/support_communities/sage_erp_x3/f/sage-x3-general-discussion-forum/110348/calendar-gadget We're currently running X3 9.0.9…

  • Sage Enterprise Intelligence V8.2.8 for Sage X3 has been posted (KB 77942)

    To access this download, log into https://support.na.sage.com/ and in the search field type 77942. Click Search. Note that KB 77942 is continually updated with the most current version of Sage Enterprise Intelligence for Sage X3. The Sage Enterprise…

  • Sage Enterprise Intelligence 8.2.5 for Sage Business Cloud Enterprise Management (formerly Sage X3) has been posted to Sage Knowledgebase article 77942

    Sage Enterprise Intelligence 8.2.5 for Sage Business Cloud Enterprise Management (formerly Sage X3) has been posted to Sage Knowledgebase article 77942. To access this download, log into https://support.na.sage.com/ . In the search field, enter, 77942…

  • Sage Enterprise Intelligence New User creation Issue

    Hello people, please am having a bit of a challenge creating new users in Sage Enterprise Intelligence. I followed the provided guide but guess I don't know where to assign a password to my new user so that am able to verify the roles assigned to such…

  • Error when adding process to a report

    When adding a new process (nothing fancy, just a test process with one column for ITMREF from the ITMMASTER table) to a new report I get the following error: System.Exception: Error occurred in ResourceDocumentManager.GetResourceDocumentContent…

  • Sage Enterprise Intelligence Dashboard and Reports Integration with Sage 300 Cloud

    Good day everyone, please am pretty new to SEI but experience with similar tools made my learning curve pretty cool. But meanwhile am having a bit of a challenge with respect to Integrating SEI Dashboards and reports with 300 Cloud such as it is obtainable…

  • Using Calculated Columns in Formula within another Calculated Column in SEI

    [SEI v.8] Can I reference a Calculated Column I created in the calculation of another Calculated Column? If so, what is the syntax to refer to a Calculated Column within the SQL Scripts Builder? Usually when referring to to a field within a calculation…

  • How to remap fields in SEI processes after db field name changes?

    Some fields in our X3 db were renamed. SEI process currently refers to old field names. Is it possible to remap field references in process? I was hoping to be able to update references in the relevant process files in CentralPoint. But this hasn…

  • Free Webinar - Announcement to Sage Partners in Australia

    Dear Partner We are pleased to invite you to Sage Enterprise Intelligence (SEI) Webinar that will include how to demonstrate Sage Enterprise Intelligence covering a Sales Demonstration, what's new in SEI V8 and an overview of SEI with a Q&A session…
  • Sage Enterprise Intelligence: How To example on populating the Map table used by the SEI Sales Cube so Longitude and Latitude can be plotted on Map style worksheets

    Sage Enterprise Intelligence: How To example on populating the Map table used by the SEI Sales Cube so Longitude and Latitude can be plotted on Map style worksheets

    One of the cool abilities of Sage Enterprise Intelligence (SEI) is the ability to plot information on graphic worksheets for easy absorption of data by visual learners. One type of worksheet available is the Map graph. Since SEI is a worldwide product…
    • SEI - How to import and use Map coordinates-US.docx

  • SEI: How to use Application Links to open a function in Sage X3

    This article gives one detailed and one summary example on how to create an Application Link to in its web interface to open a classic function in X3 on a specific record. It does not cover how to open the Read Only pages in X3 which is covered in the…
  • How to use SEI Application Links to open a function in Sage X3

    How to use SEI Application Links to open a function in Sage X3

    This article gives one detailed and one summary example on how to create an Application Link to use the SEI Link To feature in its web interface to open functions in X3 on specific records. It does not cover how to open the Read Only pages in X3 which…
  • Adding a Sage Enterprise Intelligence (SEI) worksheet to X3

    Adding a Sage Enterprise Intelligence (SEI) worksheet to X3

    Did you know you can add an SEI worksheet to open from within X3? There are two ways to accommodate this functionality, either by embedding it into a landing/home page or adding it within the menu modules as a menu item. These two knowledge base articles…

  • SEI v8.0.1.29 - Reports currency symbol formatting

    I am testing the Reports in SEI v8.0.1.29 and formatted a calculation column on a new with the £ currency symbol. The formatting preview shows the symbol in front of the number as £1,234.56 but the report shows the currency sysbol after the number 1…

  • Sage Enterprise Intelligence manual

    FormerMember
    FormerMember
    Hello, can anyone tell me if there is a SEI manual that explains how formulas work? thank you

  • Scheduled distribution only if it has data

    If I create a scheduled distribution of a worksheet, how can I make it only deliver if it pulls data. So for example I want to use this as essentially a notification for certain invoice types. I have the work sheet built and filtered, and it's scheduled…

  • How do I fix SEI connection issues?

    FormerMember
    FormerMember
    Users from one of are remote company locations can get to the https login page via the WAN and enter their AD credentials. Once the credentials are provided SEI never moves past the connecting screen. We are using AD authentication and the users who are…

  • Unknown error was encountered.please contact your administrator..

    [Arg_NullReferenceException] Arguments: Debugging resource strings are unavailable. Often the key and arguments provide sufficient information to diagnose the problem. See go.microsoft.com/.../ at webi.SL.ViewModels.NavigatorViewModel.GetProcessField…

  • What does ZTABCHANGE do and should stored procedure ZREFCNVRATES run on a job?

    Recently I ran into an issue where the our newly created fiscal year was not showing up in the GL Transaction Detail with Year-End Simulation. After some digging it was determined that the GL Transaction Detail with Year-End Simulation process had the…

  • Financial Statement Templates

    Has anyone seen SEI being used to compile company financial statements? (ie. like Sage Intelligence) Does anyone have any SEI financial statement templates they would be willing to share with the group? I don't care if they are web, mobile or excel…

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