{"id":4079,"date":"2020-05-31T07:08:34","date_gmt":"2020-05-31T07:08:34","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?p=4079"},"modified":"2025-06-02T06:05:01","modified_gmt":"2025-06-02T06:05:01","slug":"create-business-insights-explorer-in-sage-500","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2020\/05\/31\/create-business-insights-explorer-in-sage-500\/","title":{"rendered":"Create Business insights &#8211; explorer in Sage 500"},"content":{"rendered":"\n<p>In\ncurrent Sage 500 functionality, user can create Business insights\nexplorer based on SQL View and also can navigate the business\nexplorer into the Sage 500 Menu.<\/p>\n\n\n\n<p>User\ncan create the business explorer on any existing SQL View or new SQL\nView of Sage 500 database, the main pre-requisites is SQL View name\nneeds to be start from prefix \u2018vdv\u2019. Example: vdvStockstatus,\nvdvVendorList.<\/p>\n\n\n\n<p>Goto System Manager &gt;&gt; Maintenance &gt;&gt; Maintain Business Insights Views \/ Context Menus<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2020\/05\/img1.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>a\nnew or existing Business Insights view ID, or click the Lookup button\nto list all view IDs.<\/p>\n\n\n\n<p>You\nneed to set some of the fields on the screen and generate the\nbusiness explorer.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>View\n\tName : <\/strong>\n\t\n<\/li><\/ul>\n\n\n\n<p>Enter\nthe SQL View name or click the Lookup button to list existing view\nnames.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Caption,\n\tName and Description : <\/strong>\n\t\n<\/li><\/ul>\n\n\n\n<p>Type\na caption, name and description to display for the view in Business\nInsights Explorer.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Goto Navigation Relationships tab<\/strong> <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2020\/05\/img2.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>Use\nthis tab to add and update navigation relationships between the\nbusiness explorer and the destination views. A relationship needs to\nbe specified for each unique destination view listed on the Preview\nthe explorer.<\/p>\n\n\n\n<p>In\nthe last steps, you need to click save button or finish button to\ngenerate task id for the business explorer in Sage 500.<\/p>\n\n\n\n<p>If you want to create a business explorer or for any other form of customizations feel free to contact us at <a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a><\/p>\n\n\n\n<p><strong>About Us<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>&nbsp;\u2013 a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;offers unique GUMU&#x2122; integrated solutions of&nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300 with Sage CRM,<\/a>&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Salesforce.com<\/a>, Dynamics 365 CRM and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\">Magento eCommerce<\/a>&nbsp;along with Sage 300 Migration from&nbsp;<a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\">Sage 300 customization and development services<\/a>&nbsp;and integration services for applications such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>&nbsp;and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services &nbsp;to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\">GreyMatrix<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\">Document Attachment<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\">Document Numbering<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\">Auto-Bank Reconciliation<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\">Purchase Approval System<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\">Three way PO matching<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\">Bill of Lading<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\">VAT for Middle East<\/a>. The GUMU&#x2122; integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with easy implementation package.<\/p>\n\n\n\n<p>For more details on Sage 300 and Sage 300c Services, please contact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a>, We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In current Sage 500 functionality, user can create Business insights explorer based on SQL View and also can navigate the business explorer into the Sage 500 Menu. User can create the business explorer on any existing SQL View or new SQL View of Sage 500 database, the main pre-requisites is SQL View name needs to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2020\/05\/31\/create-business-insights-explorer-in-sage-500\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[116,180,184],"tags":[432],"class_list":["post-4079","post","type-post","status-publish","format-standard","hentry","category-mas-500","category-sage-500-erp","category-sage-mas-500-erp","tag-sage-mas-500-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create Business Insights Explorer in Sage 500<\/title>\n<meta name=\"description\" content=\"Learn to create Business Insights Explorer views in Sage 500 ERP for better data analysis, reporting, and smarter business decisions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2020\/05\/31\/create-business-insights-explorer-in-sage-500\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Business Insights Explorer in Sage 500\" \/>\n<meta property=\"og:description\" content=\"Learn to create Business Insights Explorer views in Sage 500 ERP for better data analysis, reporting, and smarter business decisions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2020\/05\/31\/create-business-insights-explorer-in-sage-500\/\" \/>\n<meta property=\"og:site_name\" content=\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" 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