Posted by Dee Dutton on Fri, Jul 30, 2010 @ 12:10 PM
When you are in Accpac, have you ever wanted to have the Vendor Activity window open twice? Have you ever wanted to work on 2 orders in Order Entry at the same time? How about entering 2 different AR Receipt Batches at the same time? Did you know that you can?
With Accpac open, you can see the “objects” in the right-hand panel on your desktop. If you right-click on the object you want to have open more than once, select “Properties”. You will then see the option to “Start Multiple Copies”.
If you select this and then hit “Apply” or “OK”, you will then be able to have that screen open more than once and be able to work in either screen.
Please note, this is based on security settings and will apply to the logged in user only.
Posted by Alistair Hill on Mon, Jul 12, 2010 @ 01:59 PM
SageCRM is probably one of the most poorly named products in the Sage lineup. While being straight to the point as far as identifying what the product is, it also paints the product into a corner as to what it can really do. CRM stands for "Customer relationship management", which out of the box is most certainly a function of SageCRM, but it absolutely does not stop there.
Where the C in CRM stands for customer, there is the implication of accounts receivables. Because your customers are in AR, right? Sure, but what if you only have AP? SageCRM applies the same logic to your vendors as it does your customers and thus making it also a VRM, although a quick Internet search shows that VRM is general not a typical acronym in this context.
We've added V, but what else can we do? Let's add a few fields to the user record, like birthday, hire date etc, and now we've added H for Human Resources. We can customize the appointment interface a bit and now we have scheduling. Another customization to send details to an Accpac invoice and now we have Time and Billing.
So what are we up to? C for Customer, V for Vendor, H for human, and TBS for Time and Billing. Not your typical CRM software and we're not even done yet. Right out of the box, SageCRM has a Cases module. Lets rename Cases to Workorders (cause you can do that), and now you have Service Management software.
There is almost no limit to the information that you can track in SageCRM; it is not just limited to Customers. With a little imagination, you can change that C to almost any letter combination you want.
Posted by Plus Consultants on Fri, Mar 05, 2010 @ 11:46 AM
Written By; Leon Colton, Plus Consultant, leon@plus.ca
Sometimes one doesn't have to exit an Excel spreadsheet to get the necessary data, all Accpac tables can be accessed and analysed directly from within Excel. Yes, yes - Excel! I'm talking here about MS Query that can be called upon from the Data menu of Excel. Provided you know the ODBC connections to your company's data and credentials to access it you're good to go and query the data you need, all fields of any table, with selections and filters are available. Of course knowing SQL language can be handy and can save hours of work, as in the below example.
So, let's say you need to import certain A/R Invoices from one company to another, and you want to limit it to a specific date range and only for some customers. Doing export/import batch by batch can consume significant amounts of time when it comes to more than 10 batches, not to mention the manual ‘cherry picking' your customers' invoices - that can really turn out as a nightmare.
This complexity is caused by the fact that multiple sheets are interrelated by common sets of references together in one import Excel file. So, for example, one import file of A/R Invoices consists of at least three following spreadsheets (optional fields will require additional sheet): Invoice Header; Invoice Details; Payment Schedule. These sheets correspond to each other by Batch number, Entry number and other references, therefore excluding certain transactions from the workbook can be a tedious task, resulting in a failure of import in the case that some records were deleted incorrectly.
What can be helpful here is to run a query on the Accpac tables (such as ARIBH) directly from Excel: Data/Get External Data/from other sources/MS Query, or using shortcut Alt+DDN and specifying data source name and database from within the login screen. When this done, you'll be prompted by the next screen - choose the Table or set of fields from various tables to build the query. Then select the data by certain criteria, such as batch range or ‘Date Posted' range and sorting it in necessary order.
The last step of the Wizard is deciding whether you want to dump the data on a spreadsheet or keep editing it in MS Query. By selecting Query you have obviously more things to do with data, such as further slicing and dicing it before final cast on the sheet, almost like baking a cake.
After all is done and you're in the query window, two sections show up - tables section and records section. Now, remember I've mentioned the SQL language - here's the example of how you can really save time: instead of picking fields and specifying criteria in the query window, go right to SQL scripting by pressing the SQL button and script a query. It's easy - try this;
SELECT ARIBD.CNTBTCH, ARIBD.CNTITEM, ARIBD.CNTLINE, ARIBD.AUDTORG, ARIBD.IDINVC, ARIBD.IDITEM, ARIBD.TEXTDESC, ARIBD.UNITMEAS, ARIBD.QTYINVC, ARIBD.AMTEXTN, ARIBD.TOTTAX, ARIBD.BASETAX1, ARIBD.BASETAX2, ARIBD.TAXSTTS1, ARIBD.TAXSTTS2, ARIBD.AMTTAX1, ARIBD.AMTTAX2, ARIBD.IDACCTREV, ARIBH.FISCPER
FROM SAMLTD.dbo.ARIBD ARIBD, SAMLTD.dbo.ARIBH ARIBH
WHERE ARIBD.CNTBTCH = ARIBH.CNTBTCH AND ARIBD.CNTITEM = ARIBH.CNTITEM AND ((ARIBH.IDCUST='CUS01') AND (ARIBH.CNTBTCH>$145) OR (ARIBH.IDCUST='SHAC01') AND (ARIBH.CNTBTCH>$145))
ORDER BY ARIBD.CNTBTCH, ARIBD.CNTITEM, ARIBD.CNTLINE
What you see in red font is the database name, so you can just change it to your company database ID, change the criteria to appropriate for your needs, such as batch number and customer name and you're good to go ahead and execute the query. If all steps are properly done, what you will then have at hand is an import spreadsheet of Invoice detail lines for the specified criteria.
Note: The above mentioned example works for MS SQL Database engine, the script will slightly change when querying Pervasive data.
If you have any questions or concerns, or would like further assistance with this TIP please call our office directly.
Posted by Dee Dutton on Mon, Mar 01, 2010 @ 01:02 PM
In CRM, you may be using Groups, which used to be called "Target Lists". Have you wanted to use or see these Groups in other screens, such as the Company summary screen? Here's how!
Adding a Group/Target List field to another screen
Within the marketing area an individual wave item or wave activity can be linked to a Group, which used to be Target Lists.
How can a Group field be added to another entity?
- Add a new field called 'comp_targetlist' to the company table. The type must = 'Integer'.
- Add the field to the companyboxlong
- Open your Query Analyser or SQL query tool and change the meta data by running:
update custom_edits
set colp_entrytype = 60, colp_defaulttype= null, colp_entrysize=null
where colp_colname = 'comp_targetlist'
The Group field type = '60'.
- Refresh the metadata.
- Navigate to a company summary page and test.