Sage 100 – How to Create Summary Calculations with Crystal Reports

Question:  Mike, we own Sage 100 (formerly MAS90) and use Crystal Reports. How can we do a summary calculation at the bottom to add up multiple lines on a Sales Order using Crystal Reports. We follow your Sage 100 Consultants Tip blogs and find your series of tips on Crystal Reports very useful!

Answer:  The Sage 100 Crystal Reports calculation feature has many applications.  In this case, we’ll review the 3 steps to add multiple lines in Sales Order.

NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 ERP system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us and we are available to help. Sign up for more helpful Sage 100 consultant tips & tricks below!

 

Sage 100 Consultant Tip: 3 Steps to Create Crystal Reports Calculations

STEP 1 – In Crystal Reports, use the Running Totals Fields from the field explorer. On the Crystal Reports field explorer right click on Running Totals Fields and select New.

Sage 100 consultant tip

STEP 2 – Enter in the Running Total Name, from the left side scroll down and select the field to summarize and click it to the right. You can leave the defaults, and click OK.

Sage 100 consultant tips and tricks

STEP 3 – The new Running Total Field will now be available and you can insert into the report, please note you must insert the field into a footer for the Summary calculation to work.

Sage 100 tips

We hope this was helpful. There are many other applications to help save time throughout Sage 100 for Crystal Reports calculations. If you have any questions, please contact us, call 760-618-1395 or email us and we will be happy to help.

Written by Mike Renner:  Partner of WAC Solution Partners – Greater Los Angeles, a Sage 100 ERP consultant and support provider based in Indio, CA.

Mike is an expert on ERP and fund accounting and supports Abila Fund Accounting and Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.

Specialties:  Sage 100 ERP (formerly Sage MAS90 / MAS200), Abila MIP Fund Accounting™, Acumatica, QuickBooks Pro Advisor

Please note: This is a repost of a blog that was written for ERPVAR.com, the original blog can be found below.

ORIGINAL ERPVAR.com blog

 

2018-03-03T08:19:22+00:00
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