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  • Can you run Year in Simulation for more than one year

    Can you run Year in Simulation for more than one year in X3 and SEI? For example, could you have 2019 and 2020 open but run year end simulation to have your 2021 balances correct for balance sheet accounts? Thank you. Cindy
  • Pulling Calculated Values from One Report or Data Model Into another for further calculations.

    I have 2 different reports one is a Statement of Financial Position while the other is an Income statement, how can I get calculated fields value from my Income Statement Into my Statement of Financial Position noting that the IS has it's Data Model just…
  • Sage Enterprise Intelligence w/Sage 100 Providex

    Looking for other users that use Sage 100 Std (providex) with Sage Enterprise Intelligence. I'm working with Tangerine and they are having trouble connecting the data sync to my odbc connection.
  • How to setup SAML2 in SEI

    Hi, Please can someone guide me to setup SAML2 in SEI. Also, after we complete the installation would we be able to login with admin user without using SAML2.
  • Sage Enterprise Intelligence for Sage 100

    Looking to see anyone uses or has experience with Sage Enterprise Intelligence for Sage 100?
  • Daylight Savings Time shifted Scheduled Reports in SEI

    Hello, As the title suggests, my business' reports are now being sent out an hour earlier than they should due to DST. When looking at the admin guide in SEI, it suggests I set a Time Zone for the scheduled job. However, as you can see below the option…
  • For Pivots, why is the grouping and data staggered?

    I'm trying to automate reporting for my organization. However when utilizing SEI's pivot function, it staggers the groups from the data itself making the data useless upon exporting to Excel. I'm hoping there's some setting where I can have a more traditional…
  • Copying a View in SEI

    Is it possible? I can copy a process, but not a view?
  • Create a view using week numbers

    Good Morning I have a customer using SEI for Sage x3 (multi-tenant cloud) and still on V8 of SEI. They need to see financial data by week number. Is there a way to add a week number into a process so we can view the data by week instead of just fiscal…
  • Executed with Error

    Hello Guy, We've recently upgraded our Sage SEI from version 8.2.8 to version 9.4 and UDM Finance cube was working fine before the upgrade and after the upgrade, we continue to experience the Executed with Error message whenever we run the UDM Finance…
  • Executed with errors

    Hello Guys, I'm getting the Executed with errors message when I'm trying to load the UDM Finance Staging and UDM Finance both cubes was working fine before now. You advise on how to resolve the error will be appreciated. SEI version: 9.4 Sage…
  • Standard Accounting Code and Guidelines

    Does Sage has standard Accounting Code for product which we can refer as guidelines. For example the product code for Asset (if you have multiple asset Gl code - machine, computer, etc), should you have different product code for each asset according…
  • Error: Report Designer component is required by this report and is not installed on this workstation.

    I am trying to run and copy a report in Sage 300 2014 and later move the report to the Sage 300 2020 environment for testing and use. However, i keep getting the captioned error. A few months ago users were able to run reports without an issue. All of…
  • Sage Enterprise Intelligence V9.3 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 a complete list of available…
  • Questions about upgrading from X3v7 to X3v12

    Fellow X3ers My company is considering upgrading from X3v7 to X3v12 and I'm looking for resources that show what kind of changes have been made between the two versions so I can get an idea of how traumatic the upgrade might be. Does anyone have any…
  • SEI Feature Request: Security Roles Improvement

    Hi, Currently using SEI version 8.2.7. When a user has permission to: rename change owner change publish for This gives them permission to do so for all views/dashboards. Would like them to only have these permissions for views where they…
  • SEI Feature Request: Scheduler to suppress emails when restrictions result in no data

    Hi, This was originally posted on the SEI (Sage Enterprise Intelligence) forum, was informed that it should be posted here. 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…
  • How to link two database in SEI

    Hello Team Has anyone linked two database in SEI. Thanks.
  • SEI filtering panel not responding

    Hello Team, I'm currently faced with SEI filtering panel not filtering. Can anyone help. Thanks.
  • Formula to calculate last week sales in Sage Enterprise Intelligence

    Hello Team, Can anyone help with formula to calculate last week sales in SEI and also compare last year sales and current year sales. Thanks.
  • How to Change UDM Reporting Code in Calculated Columns in Design Process

    Hello Guys, I have changed the reporting code in some of the calculated columns in UDM Finance Process after making copy of the original process but I'm getting an error message when trying to create new report or view from the copied finance process…
  • 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…