MYOB EXO CRM - run sales analysis gives error locating or opening file
Does anyone have an idea on how to fix this? MYOB Exo CRM. When clicking Reports > Sales Report > Run sales analysis Report It comes up with "Error locating or opening file" Any idea what ...
One of the major differences between online and manual activity statement lodgement is that with online the activity statements are retrieved from the ATO and appear in the Activity statements window.
From a software perspective you can still check the BAS to make sure the fields are set up and reporting correctly in the browser. You can save an activity statement and go back later to lodge it by clicking on Validate to check for issues and then Prepare to Lodge. However, you won't be able to do this unless you're working on an active file with online lodgement set up so that activity statements are retrieved from the ATO.
When lodging online you need to set up the BAS fields the same as in BASLink by selecting the applicable tax codes and payroll categories. Reconciling the AccountRight reports with online BAS will also be the same as with BASLink.
To lodge online the company file needs to be online, which means that if you have access to a clients file you can access it both from the desktop and the browser. You just need to make sure you've got their version of the software installed on your computer. So if you're more confident with BASLink you can set that up in a client's file then check that BAS with what is being reported through online lodgement prior to lodging.
I hope that helps. Please let me know if you need further assistance.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Thanks for reaching out to the MYOB community forum. It's always great to see such well-written questions that show an interest in the reports in Exo Business.
The solution to the error message
Use the Menu Designer to add a parameter to the procedure call, an example is below:
It's looking for .SAM files in your Clarity Masters or Custom Clarity folders
This option should be set up with a parameter for the report to be called.
Reasons for the error message
The cannot locate file message comes up because no name is specified, or because the name specified doesn't exist. The Run Sales Analysis Report procedure is exactly like the Run Clarity Report procedure, except designed for .SAM files.
You can configure SAM files using the Sales Analysis Designer option.
I would note, programming effective Sales Analysis Matrices is tricky, both to get your head around the structures in use, but also to make them perform ok. Poorly programmed Sales Analysis Matrix can take a very long time to run reports on, and slow your system right down, so I'd recommend in general to make sure any design work you do is either:
Done outside of normal business hours.
Tested in a non-live database
So you aren't blocking people entering sales orders/invoices if it turns out the query you ran is slow.
Note also, because it's such an in-depth area, I strongly recommend talking to your business partner if you get stuck, or you would like some tips on fields to work with.
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MYOB Exo CRM. When clicking Reports > Sales Report > Run sales analysis Report It comes up with \"Error locating or opening file\" Any idea what ...","body@stringLength":"304","rawBody":"
Does anyone have an idea on how to fix this?
MYOB Exo CRM. When clicking Reports > Sales Report > Run sales analysis Report
It comes up with \"Error locating or opening file\"
Any idea what file this is trying to use? Or how to fix this issue?
","kudosSumWeight":0,"postTime":"2019-12-19T13:59:10.703+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:624740_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1315},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:624740":{"__typename":"Conversation","id":"conversation:624740","solved":true,"topic":{"__ref":"ForumTopicMessage:message:624740"},"lastPostingActivityTime":"2019-12-19T16:08:33.853+11:00","lastPostTime":"2019-12-19T16:08:33.853+11:00","unreadReplyCount":2,"isSubscribed":false},"ModerationData:moderation_data:624740":{"__typename":"ModerationData","id":"moderation_data:624740","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:624740_1":{"__typename":"Revision","id":"revision:624740_1","lastEditTime":"2019-12-19T13:59:10.703+11:00"},"ForumReplyMessage:message:624772":{"__typename":"ForumReplyMessage","id":"message:624772","conversation":{"__ref":"Conversation:conversation:624740"},"author":{"__ref":"User:user:216069"},"revisionNum":2,"uid":624772,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:EXOBus"},"subject":"Re: MYOB EXO CRM - run sales analysis gives error locating or opening file","readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:624772"},"parent":{"__ref":"AcceptedSolutionMessage:message:624758"},"body":"
Perfect! Thank you for that explaination!
That has it sorted.
","body@stringLength":"87","rawBody":"
Perfect! Thank you for that explaination!
That has it sorted.
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Thanks for reaching out to the MYOB community forum. It's always great to see such well-written questions that show an interest in the reports in Exo Business.
\n
\n
The solution to the error message
\n
Use the Menu Designer to add a parameter to the procedure call, an example is below:
\n
It's looking for .SAM files in your Clarity Masters or Custom Clarity folders
\n
\n
This option should be set up with a parameter for the report to be called.
\n
\n
Reasons for the error message
\n
The cannot locate file message comes up because no name is specified, or because the name specified doesn't exist. The Run Sales Analysis Report procedure is exactly like the Run Clarity Report procedure, except designed for .SAM files.
\n
\n
You can configure SAM files using the Sales Analysis Designer option.
I would note, programming effective Sales Analysis Matrices is tricky, both to get your head around the structures in use, but also to make them perform ok. Poorly programmed Sales Analysis Matrix can take a very long time to run reports on, and slow your system right down, so I'd recommend in general to make sure any design work you do is either:
\n
\n
Done outside of normal business hours.
\n
Tested in a non-live database
\n
\n
\n
So you aren't blocking people entering sales orders/invoices if it turns out the query you ran is slow.
\n
\n
Note also, because it's such an in-depth area, I strongly recommend talking to your business partner if you get stuck, or you would like some tips on fields to work with.
Thanks for reaching out to the MYOB community forum. It's always great to see such well-written questions that show an interest in the reports in Exo Business.
\n
\n
The solution to the error message
\n
Use the Menu Designer to add a parameter to the procedure call, an example is below:
\n
It's looking for .SAM files in your Clarity Masters or Custom Clarity folders
\n
\n
This option should be set up with a parameter for the report to be called.
\n
\n
Reasons for the error message
\n
The cannot locate file message comes up because no name is specified, or because the name specified doesn't exist. The Run Sales Analysis Report procedure is exactly like the Run Clarity Report procedure, except designed for .SAM files.
\n
\n
You can configure SAM files using the Sales Analysis Designer option.
I would note, programming effective Sales Analysis Matrices is tricky, both to get your head around the structures in use, but also to make them perform ok. Poorly programmed Sales Analysis Matrix can take a very long time to run reports on, and slow your system right down, so I'd recommend in general to make sure any design work you do is either:
\n
\n
Done outside of normal business hours.
\n
Tested in a non-live database
\n
\n
\n
So you aren't blocking people entering sales orders/invoices if it turns out the query you ran is slow.
\n
\n
Note also, because it's such an in-depth area, I strongly recommend talking to your business partner if you get stuck, or you would like some tips on fields to work with.
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