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How to send data from Excel to Sage 300 CRE

Overview The Office Connector license that you use (Write or Import) to send data from Excel into Sage 300 CRE depends on the type of data and whether Sage allows that type of data to be sent directly into the database or whether the data must be processed and validated […]
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Which Office Connector module should I use to send data from Excel to Sage 300 CRE?

Click an application title below (e.g., "Accounts Payable") to view a list of the tables that you can send data to from Excel via Office Connector. Click on a specific table (e.g., "AP Invoice") to see which Office Connector modules can be used to create and/or update records. Refer to […]
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I’ve Licensed My Office Connector or Liberty Reports Designer License, But I’m Still Getting a Prompt About The Evaluation License Expiration

Cause When Office Connector Query & Write or Liberty Reports is first installed, both the Designer and Standard features are activated with a 10 day evaluation period. These features are activated without entering a valid License ID. If you only purchased a Designer license, once you have completed licensing your […]
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Microsoft Excel 2016 Build 1708 Bug – Template Files Open Duplicate Workbooks

Scenario Attempting to open Liberty Reports or Office Connector Suite templates results in two duplicate workbooks being created from the template instead of one. Cause An update to Microsoft Office 2016, released on September 12th, 2017, introduces a bug which results in this behavior for all Excel template files, not […]
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An Unexpected Situation Was Encountered When Using Liberty Reports or Office Connector Suite Products In Microsoft Excel 2016 Version 1707

Scenario Attempting to utilize Liberty Reports or Office Connector Suite products results in an error stating, "An unexpected situation was encountered." Cause An update to Microsoft Office 2016, released on July 27th, 2017, includes a damaged copy of a Windows component required for Liberty Reports and Office Connector Suite products. […]
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Unable to Update Company Name

Background Due to a requirement for elevated privileges in some installed versions of Microsoft Office 2016, you may receive an error message when attempting to run licensing for Office Connector products. Error Unable to Update Company Name for... Resolution To gain the proper elevated prviliges when this occurs, please follow […]
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Why Does My Query Sort Differently After I Upgraded to Sage 300 Construction and Real Estate (CRE) version 16.1?

Scenario After upgrading to the Sage 300 CRE version 16.1 the Office Connector queries are not sorting by the table’s primary key order. Explanation Sage utilizes a Software Development Kit (SDK) made by Simba Technologies to create the Sage 300 CRE ODBC driver. With Sage 300 CRE v16.1, Sage is […]
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Combining Multiple Base Accounts with Sage Office Connector Financials

This article explains how to create rows in a financial statement that combine the amounts of several base accounts. Strategies Option 1 – Include Individual Base Account Lines with Hidden Rows and Total Option 2 - Use BaseAccount Argument of TSGLAmount Function Option 1 – Include Individual Base Account Lines […]
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Microsoft Office 2010 Security Update Impairs Functionality

Problem A recent Security Update to Microsoft Excel 2010 causes loss of functionality in some reports designed for Liberty Reports and Office Connector. While some reports may work, others may present the following symptom. Symptom During refresh, Excel will stop responding while calculating results. Recommendation In order to restore functionality […]
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Compatibility with Sage 300 CRE v16.1

Software Compatibility Alert Some or all of the functionality of the following products may be disabled by the installation of Sage 300 CRE v16.1 REV 4 This article describes the nature of the issues and their resolutions. If you intend to upgrade to v16.1, please read this article thoroughly before […]