Error: "Failed to retrieve data from database" (non-Application Administrators unable to print Billing invoice formats)
Description
Cause

This is an issue that combines security and not having all applications installed (such as Project Management) and it is scheduled to be addressed in a future versions beyond 18.1

Resolution

At this time, this is a known issue, we are exploring possible solutions, and will be resolved in a future release of the software.

Known workarounds:

  • Use invoice formats that do not reference applications you do not own, such as Project Management. As an example, the following two invoice formats below have had all Project Management fields removed on the Billing Invoice Format Crystal subreports, and you may use these as a basis for operators who are not Administrators. Alternately, you can contact your certified Channel Partner / Consultant for assistance.
    Note: If you are using a custom invoice design that is based on a design the Sage provides, you can remove the NL_H_PJ CO.crx and NL_H_PJ CO Addons.crx subreports from Report Header d on the design using Crystal Reports. Contact Sage Support for assistance.
  • Have users in Billing have Application Administrator rights in Security Administration. For more information, see article 17148 "How do I set up or add a new user in Sage 300 Construction and Real Estate?" below.
  • If you use invoice formats subreports instead of a specific invoice Crystal design, you may have to change / switch out the Detail subreport which refers to applications such as Project Management. For example, instead of the Contract Summary with Vertical Layout, you can switch to a non-PJ Detail subreport such as Subcontractor's Application for Payment. There may be other examples of this occurring as well, depending on the Detail subreport giving the error and a more preferable subreport you select depending on your invoice reporting needs.
  • Have the limited user print a draft to pdf which can then be print previewed to review the invoice prior to final printing.
DocLink: How do I set up or add a new user in Sage 300 Construction and Real estate?
DocLink: How do I print Sage 300 Construction and Real Estate reports in a .pdf format
DocLink: Error: "Failed to retrieve data from the Database" (Troubleshooting)
Attachment: 204_20230425120107_NL_L-PB no PJ detail no stored.crs
Attachment: 204_20230425120107_NL_L-PB no PJ detail with stored.crs
Defect ID
534608
Steps to duplicate
Related Articles