We were recently working with Sage Intelligence on a new installation. Seems like it all worked fine but we were having issue. We discovered a few things:
Sage Intelligence and Sage 100 ERP version 4.5 were installed, Excel 2013 was installed, come to find out that version Sage 100 version 4.5 will not work with Excel 2013 but needs Excel 2010 instead.
Wait a minute, we have in the works to upgrade the Sage 100 ERP version 2015, that version will run on Excel 2013, so now we are going to upgrade for sure. Also another nice thing about Sage 100 ERP version 2015, the Sage Intelligence program is contained in the main program and is installed when Workstation setup is installed.
Here are a few other points about Sage Intelligence environmental requirements:
As with any software program, it’s important to know the required prerequisites for Sage Intelligence custom reporting to allow it to function without issue. Our user base for Sage Intelligence continues to grow so I thought I’d summarize a check-list designed as both a setup document and a start to troubleshooting.
- Sage Intelligence must be installed as the Network Administrator
- Excel must be installed and activated prior to the Sage Intelligence installation
- Excel must be closed during installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)
- Windows User Account Control must be turned off during installation
There is also a great Blog out on Sage City that Alec B. from Sage Support wrote that gives you more details about this, see the link below:
Sage 100 ERP (formally Sage MAS90/200), Acumatica ERP, Abila MIP Fund Accounting, Abila Grant Management, QuickBooks.