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Business Process Automation Platform

Run Sage 50 / 200 Reports Tool v1.4

What is the Run Sage 50 / 200 Reports Tool v1.4?

The Run Sage 50 & 200 Report tool automates the running of reports in BPA Platform, from either Sage 50 Accounts or Sage 200’s Sage Report Designer.

The Run Sage 50 & 200 Report step can consume recordsets and task variables to dynamically populate reports. These reports can then be outputted to a range of supported formats, which can be further consumed by other compatible BPA Platform tools for delivery.

Run Sage 50 / 200 Reports Tool Features

  • Allows BPA Platform to connect to Sage 50 Accounts or Sage 200 data sources
  • Sage Reports automation: Enables automated running of Sage 50 Accounts and Sage 200 reports
  • Access to Sage Report Designer via the tool interface for editing and exporting purposes
  • Map dynamic data to a report as runtime parameters to generate multiple reports

Run Sage 50 / 200 Reports Tool System Requirements

BPA Platform Versions

The Run Sage 50 & 200 Report tool is compatible with BPA Platform (formerly known as “TaskCentre”) 2018 or higher.

Sage Versions

The Run Sage 50 & 200 Report tool is compatible with the following versions of Sage:

  • Sage 50 Accounts
    2013 to 2014 inclusive
    v21 (2015) to v24 (2018) inclusive
  • Sage 200
    2010 to Summer 2018 Enhancement inclusive
White Paper - Run Sage 50 and 200 Report Tool 1.3

White Paper - Run Sage 50 and 200 Report Tool 1.3

The Run Sage 50 & 200 Report is a Format tool, used to create a task step that automates the running of Sage Report Designer reports from BPA Platform.

The Run Sage 50 & 200 Report white paper describes how to use the tool.

Download White Paper

Sage Report Automation Architecture

The Run Sage 50 & 200 Report tool requires the Sage Report Designer API, and a Sage 50 Accounts installation or Sage 200 client to be installed on the BPA Platform client machine to access report details, such as criteria list, report information, via the Sage API. Both components must be installed on the BPA Platform server as well for runtime processing. The BPA Platform client and server can be installed on the same machine.

Run Sage 50 / 200 Reports Tool v1.4

Connecting to Sage 50 Accounts or Sage 200

The global configuration for this tool is used to create connections to Sage 50 Accounts or Sage 200.

You access the Run Sage 50 & 200 Report – Global Configuration window by either:

  • Going to Manage > Tools > Format > Run Sage 50 & 200 Report
  • From the Task Manager, expanding BPA Platform > System > Tools > Format and double-clicking Run Sage 50 & 200 Report in the Items List

Run Sage 50 / 200 Reports Tool v1.4

Click Add to create a connection to Sage 50 Accounts or Sage 200.

Creating the Connection

You create the connection to Sage 50 Accounts or Sage 200 here in the Connection Properties window.

Run Sage 50 / 200 Reports Tool v1.4

Configure a meaningful Connection Name. This name is seen when creating a Run Sage 50 & 200 Report task step.

For Sage 200, provide the Sage 200 user account details:

  • Login — The username for the account
  • Password — The corresponding password for the account
  • Company — The database containing the report data

For Sage 50, provide the following:

  • DSN — The registered system DSN for the Sage 50 Accounts connection
  • Data Path — The full path to the local company’s ACCDATA folder, where the report data is generated from
  • User Name — The username for the Sage 50 Accounts user who can access the ACCDATA folder
  • Password — The corresponding password for the account

Run Sage 50 / 200 Reports Tool: Step Configuration

When creating new tasks, the Run Sage 50 & 200 Report tool is located under Format of the Task Browser.

To add a new Run Sage 50 & 200 Report step to an existing task, do the following:

  1. Open the relevant task.
  2. Either:
  • Click and drag the Run Sage 50 & 200 Report icon from the Task Browser to the task Design area.
  • Click on the Environment tab in the Task Browser. Right-click on Steps and select New > Format > Run Sage 50 & 200 Report.
  • From the task’s Design tab, right-click on empty space and select New > Format > Run Sage 50 & 200 Report.

For a detailed description of how to create new tasks, refer to the product help.

About the General Tab

Run Sage 50 / 200 Reports Tool v1.4

The General tab is used to enter the following details for the step:

  • Name — Enter a meaningful name for the step
  • Description — If required, enter a description of this step If required, you can create a report based on data outputted by another task step (recordset only). To do this, enable Use a recordset output from another step. If not consuming a recordset, the report data can be extracted from BPA Platform data mapped in the Mapping tab (see About the Mapping Tab.
  • From the Input drop-down, select the relevant task step.

About the Report Tab

You use the Report tab to specify the connection to the Sage data source, and the report template to use.

Run Sage 50 / 200 Reports Tool v1.4

All connections created in the global configuration are presented here.

You must choose the relevant report type:

  • Import Report — This uses the Connection Name to retrieve reports from Sage; use Import to select the relevant report.
    Note that this caches the report into the Run Sage 50 & 200 Report tool’s memory. Should the report be edited or deleted in the Sage Report Designer, those changes are not reflected in the task’s output until the report is re-imported.
    Conversely, if the report is edited actually in the Run Sage 50 & 200 Report tool (Edit launches the Sage Reports Designer), those changes are not reflected in the report held in Sage itself. If required, use Export to save the imported file, and any changes, to a designated location.
  • Link to Report on Disk — Use Browse to select the required report file. This report is not cached so any changes made in the Sage Report Designer and save to the same location are reflected in each task run.

If you are using recordset data (General tab) or other BPA Platform data, such as variables, to populate the report, you must map this data to the Sage criteria — see About the Mapping Tab.

If the report uses a query method specified by the Sage Report Designer to populate itself, the Mapping tab can be skipped.

About the Mapping Tab

If you are using recordset data (General tab) or other BPA Platform data, such as variables, to populate the report, you must map this data to the Sage criteria in the report.

Run Sage 50 / 200 Reports Tool v1.4

Type determines the operation for retrieving data at runtime:

  • All
  • Is Not (*)
  • Between (Inclusive)
  • Not In (*)
  • Between (Exclusive) (*)
  • Outside (Exclusive) (*)
  • From (Inclusive)
  • Outside (Inclusive) (*)
  • From (Exclusive) (*)
  • To (Inclusive)
  • In
  • To (Exclusive) (*)
  • Is

Key: (*) This operation is only available in Sage 50 Accounts

For all operations types except All, use Value 1 and/or Value 2 to specify the data to populate the report with — recordset and variable data can be dragged from the Task Browser.
Static data entries can also be entered, for example:

Run Sage 50 / 200 Reports Tool v1.4

would always populate the report with customer BBS001’s data.

About the Options Tab

The Options tab allows you to define how errors in this step are handled at task runtime.

Run Sage 50 / 200 Reports Tool v1.4

If the step is aborted, you can choose to Continue processing onto the next step in the task, or terminate the whole task immediately (Abort Task). Allowing the task to continue allows you to use the error XML received back in a Save File step for investigation purposes, for example.

Working with Other Tools

The other tools that the Run Sage 50 & 200 Report step can interact with, whether by consuming data from or exposing data to, are listed below.

Consumed from Other Tools

IconTool NameTool Category
Database Query ODBC ToolDatabase Query (ODBC)Input and Data Connectors
Database Query OLEDB ToolDatabase Query (OLEDB)Input and Data Connectors
Import Flat File ToolImport Flat FileInput
Convert XML to Recordset ToolConvert XML to RecordsetFormat
Run Sage 50 / 200 Reports Tool v1.4Filter DataGeneral

Objects Consumed

The Run Sage 50 & 200 Report tool consumes the following objects exposed by other task steps:

  • Recordset — Tabular data from any tool capable of exposing a recordset (see above)
  • Variables — Both global and task variables are supported

Exposed to Other Tools

IconTool NameTool Category
Call Stored Procedure (OLEDB) ToolCall Stored Procedure (OLEDB)Input, Data Connectors, Output, and Execute
Note that though Call Stored Procedure (OLEDB) is available in other tool categories, when working with the Run Sage 50 & 200 Report tool, you should only use the Output version
Run Sage 50 / 200 Reports Tool v1.4Print DocumentOutput
Run Sage 50 / 200 Reports Tool v1.4Save FileOutput
Run Sage 50 / 200 Reports Tool v1.4Send Email (SMTP)Output
Run Sage 50 / 200 Reports Tool v1.4Send Fax (Tobit)Output
Send Text Message ToolSend Text MessageOutput
Run Sage 50 / 200 Reports Tool v1.4Transfer File (FTP)Output
Call COM Object ToolCall COM ObjectOutput
Run External Program ToolRun External ProgramExecute
Run Sage 50 / 200 Reports Tool v1.4Run VBScriptExecute

Objects Exposed

The following objects are exposed by the Run Sage 50 & 200 Report tool and can be consumed by other task steps:

  • Step properties — A number of properties for the step are exposed in the Environment tab of the Task Browser
  • Report outputs — All available output data types that Sage 50 Accounts and Sage 200 support, including:
    • BMP
    • TXT
    • CSV
    • XLSX
    • HTML
    • XML
    • PDF
    • XLS

The output format is determined by the consuming task step, and not all outputs are available for every “exposed to” tool:

Call COM ObjectCall Stored Procedure (OLEDB)Print DocumentRun External ProgramRun VBScriptSave FileSend Email (SMTP)Send Text MessageTransfer File (FTP)
BMP
CSV
HTML
PDF
TXT
XLSX
XML
XLS
White Paper - Run Sage 50 and 200 Report Tool 1.3

White Paper - Run Sage 50 and 200 Report Tool 1.3

The Run Sage 50 & 200 Report is a Format tool, used to create a task step that automates the running of Sage Report Designer reports from BPA Platform. The Run Sage 50 & 200 Report white paper describes how to use the tool.