You can create your own Data Source Names for your custom Crystal reports, instead of using the default Purchasing (PO) and Inventory (IV) 64-bit DSNs. Use the steps outlined below to create the DSNs.

Instructions for versions 25.2 and earlier

• Setting up 64-bit DSNs for PO/IV for use with Crystal Reports 2020
• How to set up ODBC Pervasive DSN for Purchasing and Inventory data

Instructions for non-Crystal DSNs

Setting up a PO/IV DSN for use with non-Crystal products to interface with Sage 300 CRE 26.1 and later. For example, Microsoft Office, other third-party software, etc.

Complete the steps outlined below to create the System DSNs.

Ensure that Sage 300 CRE creates the 64-bit System DSNs

1. Start and then exit both the Purchasing (PO) and Inventory (IV) 300 CRE applications.
2. Open ODBC Data Source Administrator (64-bit).
3. On the System DSN tab, verify the following DSNs exist for 64-bit.
   • Timberline IV Data - referencing data in the POIVData subdirectory of the recent Company Data Folder
   • Timberline PO Data – equivalent to Timberline IV Data
   • Timberline Office Data IV – referencing Accounting data in the root of the recent Company Data Folder
   • Timberline Office Data PO – equivalent to Timberline Office Data IV
4. Select the 64-bit DSN you want to mimic for your custom DSN and click Configure.
5. Under the Connection Attributes, note the Server Name/IP and the Database Name. You'll use these in a later step.
6. Click Cancel.
7. Repeat steps 4-6 for the other DSNs if needed.

Create your new 64-bit System DSN

1. In ODBC Data Source Administrator (64-bit) on the System DSN tab click Add.
2. Select Pervasive ODBC Interface and click Finish.
3. In the Data Source Name field, enter the name you want to use for this DSN.
4. Under the Connection Attributes, enter the Server Name/IP from step 5 in the first section above.
5. Click Get List.
6. In the Database Name list, select the Database Name from step 5 in the first section above.
7. Click Test. Click OK to the “Connection successful!” message.
8. Click OK to close the Add window.
9. Repeat steps 1-8 for any additional DSNs you need to create.
10. Click OK to close the ODBC Data Source Administrator window.