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 Plus Sales on Fri, Jul 23, 2010 @ 11:39 AM
by Brian Morris, brian@plus.ca
One of the more frustrating tasks for the average Accpac user occurs when they are presented with a multi-line order, which needs to be rekeyed on a regular basis. Not only does this waste a lot of time in the sales/order entry departments, but it can potentially lead to errors on subsequent orders. There a few methods of automating this process, but let’s first consider the most basic approach: the copy orders function.
In the example above, the OE clerk has just posted a complicated order for ACME Plumbing, with different comments attached to various line items. If another customer then places a similar order to the one just created, the Copy Order function would be used. To run this feature, click on the icon found in the O/E Transactions folder of Order Entry, as in the image below.
On the screen that pops up, you need to enter the Customer Number of the client you want to copy from and to (in the case of a repeat order for the same client, this number could be identical). Then you simply need to specify the quote or order number that you’d like to clone, and click on the blue arrows.
Once clicked, you will then see the individual line items from the cloned order appear (see below). If any of them need to be modified or deleted, you can do this from this screen. In addition to the standard order entry fields, you can also edit the Optional Fields by selecting that tab on the same page. When the order looks correct, just hit the “Create” button at the bottom-left of the screen, and the new order number will be displayed.
That concludes our look at the Copy Orders function, but in an upcoming post we will look at other methods of reducing duplicate entry, such as employing Standing Orders. Please check back often, and post any questions or comments below!
Posted by Wendy Gorrie on Thu, Apr 01, 2010 @ 01:26 PM
It is that time of year again, when we all have to get out our gardening duds, break out the swiffer and dust the cobwebs off.
While you are doing this, why don't you include maintenance of your Sage Accpac ERP system?
Your Sage Accpac system would love it if you gave it a little care and attention, you may consider reviewing things such as:
- Reviewing your backup plan including ensuring you actually have DATA on that backup.
- Reviewing your Data Integrity plan, are you regularly performing a data integrity check?
- What is the size of the available disk space on your server?
- Is your server performing at capacity?
- Have you checked in with your users lately? Perhaps they are having issues that they have developed "work arounds" for that is costing your organization time and effort needlessly.
- When did you last inventory your hardware?
- Are your Product Updates "up-to-date"?
If these tasks seem too time consuming or technical, call us, we can help!
Clients of Plus Computer Solutions who are current on their Gold and Silver Telephone Support contracts will be hearing from me soon to ensure that we work with you to include your Sage Accpac ERP review in your Spring cleaning plans.
Happy Spring!
Posted by Plus Sales on Fri, Mar 12, 2010 @ 01:13 PM
by Mitch McNicol, mitch@plus.ca
See how one CEO stands up against economic adversity.
http://www.youtube.com/user/SageSoftwareNA#p/u/0/HAu2ebzqVC8
Sage Extended Enterprise Suite streamlines internal operations, helping sales, marketing, finance, and operations work as a single team to keep customers happy and your business competitive. By deploying a single platform, you'll eliminate multiple data entry points, reducing the chance for error and giving staff a consistent view of each customer from order to delivery.
Sage Extended Enterprise Suite helps you by:
- Uniting customer-facing systems, like sales and customer service, with back-office financial and operations staff for improved data accuracy
- Managing the customer acquisition lifecycle from lead generation to initial contact through sales quotes and order delivery
- Offering core functionality, including Financials, Distribution, CRM, and Inventory Management, and making it simple to add functionality as needed.
For more information or to find out more about the Sage Accpac Enterprise Suite, contact our office today.
Posted by Dee Dutton on Fri, Aug 14, 2009 @ 10:13 AM
I often need to find duplicate records in a database table. The following SQL expressions (which work in SQL, Oracle or Access as well) will return a result set of duplicate records:
Simple:
select distinct employee from employees (nolock)
group by employee
having count(employee) > 1
order by employee |
Complex:
select employee, firstname, lastname, dob
from employees (nolock)
where employee in
(select employee from employees (nolock)
group by employee
having count(employee)>1)
order by employee