Sage 500 ERP – How to create SQL view and add custom BIE task?

This video demonstrates how to create custom SQL views and add them as tasks in Sage 500 ERP’s Business Insights Explorer. SQL views, which are like virtual tables, are the foundation for these Explorer tasks, allowing users to navigate, preview, and drill down into specific data. The key requirements for a view to work with Sage 500 are a name starting with “vdv” and a column for the company ID. After creating the view, the process involves using the Sage 500 task editor to link a new task to the custom SQL view and then adding that task to the desired menu within the Sage 500 desktop for user access.