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How to Test Sage 300 CRE ODBC Driver (query)

Background
Applications such as Sage Office Connector, Event 1 Forecast, and Event 1 Integrator utilize the Sage 300 CRE ODBC Driver to query data from the Sage 300 CRE database. This article provides a set of steps that can be used to confirm whether the ODBC Driver is functioning as expected using tools that are available as part of Microsoft Office. If the conclusion of this test reveals that data cannot be queried, you should consult with your Sage 300 CRE technical support representative to determine the cause and resolution.

Summary
This test will consist of executing a query that shows a list of AP Vendor records. Other queries can be tested as well by replacing the SQL text with the text from another query.

Steps

  1. Create an ODBC Data Source that points to your Sage 300 CRE data folder by using the steps identified in the following article:
    https://event1software.com/e1/how-to-setup-sage-300-cre-odbc-data-source/
  2. Open Windows File Explorer and then navigate to the folder where your Microsoft Office executable files are located. Click here for information about how to determine the correct folder path.
  3. Locate the MSQRY32.EXE file and double-click it to launch it.
  4. The Microsoft Query window will appear. Click the File menu and then click New. The Choose Data Source window will appear.
  5. Scroll down the list and select your data source (named in step 1).
  6. Uncheck the box entitled Use the Query Wizard to create/edit queries.
  7. Click OK. The User Selection for ODBC window will appear. Enter your Sage 300 CRE login credentials and click OK.
  8. In the Add Tables windows, select MASTER_APM_RECORD_9 from the table list and click Add.
  9. Click Close to dismiss the Add Tables window.
  10. In the list of columns shown in the MASTER_APM_RECORD_9 box, double click on each of the following items:
    • VENDOR
    • VNAME
    • VPHONE
    • VTYPE

After performing the above steps, you should see a list of AP Vendor records. If an error occurred during this process, it is possible that your Sage ODBC permissions are preventing you from accessing the data, or the Sage Timberline ODBC Driver is not functioning correctly in your environment. In either case, your Sage 300 CRE certified consultant or your Sage support representative can assist you with resolving the issue.

To perform this test using the SQL statement from another query, click the SQL button on the toolbar and replace the text that is displayed in the edit window with the text from the other query. Upon clicking OK the query will be executed.