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Peter Heinicke

Chicago area ERP consultant with over 40 years of experience in Sage 300, Sage Pro, Quickbooks ERP and other systems
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Recent Posts

Time and Billing software for Quickbooks - BigTime

Posted by Peter Heinicke on Tue, May 17, 2011 @ 10:15 PM

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Tags: Time and Billing software, Timesheet, quickbooks Pro, project management

Can I get this data out of my (Accpac) system?

Posted by Peter Heinicke on Fri, Apr 29, 2011 @ 12:52 PM

Your ERP system contains large amounts of data. Inputting it is simple but pulling it back out in a specific way can sometimes be elusive. Have you ever wondered, 'How can I get this data out of my system?' If so, you are not alone. From sales tax audit preparation to sales forecasting and management, your system is full of information that can help you make informed decisions about your business.

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Tags: ACCPAC | SAGE PRO | ERP CONSULTANT | DATABASE | So

Putting barcodes or RFID's on your ACCPAC ERP forms and why

Posted by Peter Heinicke on Wed, Apr 27, 2011 @ 09:31 PM

Why and how do you put barcodes on your accounting forms. Which ones can help you the most? This question when addressed properly can save a lot of time and effort on your ERP system's users part as well as on your business partners. It is not difficult to add barcodes to forms such as checks, purchase orders, sales orders, etc. There are even free fonts available which make adding the barcodes as easy as adding any other text string to an ERP system form. Any process where the ERP user has to read a form and retype the information into a computer is a potential process which can be improved by a barcode on the form. Since errors cost an average of about $50 to find and correct, it is well worth it to try to reduce them. The careful thought comes in during the selection process. Logical things to barcode include:

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Tags: ACCPAC, SAGE PRO, ERP systems, Sage Pro ERP, Barcodes

Hardware Infrastructure and ERP Systems

Posted by Peter Heinicke on Tue, Apr 19, 2011 @ 04:21 PM

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Tags: ACCPAC | SAGE PRO | IT Consulting

Tying up Sage Pro's GL to its Subledgers

Posted by Peter Heinicke on Tue, Apr 19, 2011 @ 04:18 PM

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Tags: accounting process | General Ledger | Sub Ledger|

Six ways to use CRM to improve your business relationships

Posted by Peter Heinicke on Thu, Mar 31, 2011 @ 03:15 PM

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Tags: HubSpot Tips, CRM | Sage CRM | SalesForce.com | Email Campaigns

Payroll Services vs. Payroll Software

Posted by Peter Heinicke on Tue, Feb 01, 2011 @ 12:00 AM

Small and midsized companies are always looking for ways to streamline operations, improve efficiency and get the most out of their overhead dollars. One area where there are a couple of options worth researching is within the back office payroll function. Many owners and managers spend far too much time managing this process, when they could be focusing their efforts on more important things like setting goals and growing their business. Therefore we thought we would help you along by providing some of the pros and cons of each option.

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Tags: Payroll Module | Payroll Service | Accounting Syst

First Look at Sage Pro ERP Version 2010

Posted by Peter Heinicke on Tue, Jan 18, 2011 @ 11:55 AM

The world of business is continually evolving, and so, therefore, must your business management software. That's why the team at Sage is always in communication with their extensive customer base, so that they can be constantly improving their software. One of the results of this collaboration is Sage Pro 2010. Some of the many new features will allow you to:
 
  • Eliminate the need to pay extra for custom reports.
    A new customizable report option grid allows you to create custom filters and sort options for your reports and then save them for reuse.
  • Access your favorite data drillers quickly and easily.
    A new data driller organization tool allows you to define Dataview Groups and associate default data drillers to each.
  • Make sure preferred customers have priority on available inventory.
    A new check box in Sales Order lets you reserve inventory for a particular customer order, thus eliminating the risk of penalties due to low stock.
  • Streamline your data import process with enhanced import options.
    • A new display indicating the current import status.
    • Quick Import no longer prompts you at each stage of the process, and now runs silently in the background.
    • New import options include Item at Location and Item Supplier. You can now also import line-level descriptions and import and export vendor cost levels.
  • When importing payroll posting, there is an option to print the invalid posting report prior to completion.
  • Enjoy enhanced flexibility in exporting data.
    You can now export from Data Center tables sending your tables and fields to several formats: Microsoft Excel, ASCII Delimited, XML, and CSV.
  • Save money on payroll printing.
    The overflow check stub feature prints the overflow of check stubs to blank paper or a separate printer when a check has more than 12 advice lines.
  • Set up multiple Inter-Company Transaction accounts for clearer audit trails.
    The Inter-Company Transaction (ICT) module now allows you to select any General Ledger account as the Inter-Company Clearing account.
  • Easily access more details on Inter-Company Transactions through enhanced reports.
    You can run a summary report for Inter-Company Transactions that were distributed in the source company, received from other companies, or consolidated, distributed, or received.
  • Enjoy expanded compatibility options.
    Sage Pro ERP is now compatible with Microsoft Office® 2007 and Microsoft SQL Server® 2008.
  • Edit partially-released work orders.
    You can now edit the required quantities of released component lines of a work order keeping work orders more up to date.
  • Change the order quantity of Sales Order finished good line items.
    Edit the order quantity of finished good line items easily. And when the quantity of that line is changed, reconfiguration of components takes place automatically.
  • Improved performance in a multiuser environment.
    Sage Pro 2010 technology facilitates storing the screen positions in a local table instead of the system table SYUFSPR if preferred.
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Tags: ERP systems, ACCPAC | SAGE PRO | IT Consulting, SBT PRO

Introduction to SageCRM for Sage Pro ERP Users

Posted by Peter Heinicke on Tue, Jan 18, 2011 @ 11:51 AM

Empower Employees and Strengthen Customer Relationships

SageCRM for Sage Pro ERP  is an easy to use, fast to deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information -- anytime, anywhere. SageCRM integrates with Sage Pro  to provide centralized access to key information like order statuses, pricing discounts, inventory counts, credit records, and purchase histories: precisely the type of rich knowledge sales and service professionals need to work more strategically.

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Tags: CRM | Sage CRM | SalesForce.com | Email Campaigns

Sample Process Metrics

Posted by Peter Heinicke on Tue, Jan 18, 2011 @ 11:46 AM

Accounts Payable

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Process Walk-through Checklist of Questions to Ask

Posted by Peter Heinicke on Tue, Jan 18, 2011 @ 11:40 AM

Question Every Activity - Always Ask Why

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Introducing a Client Loyalty Program

Posted by Peter Heinicke on Tue, Jan 18, 2011 @ 11:27 AM

Customer loyalty and retention can be attained through structured programs. There are distinct advantages to having a formal loyalty strategy in place, including having a means to maximize opportunities and to grow your business in a more strategic and viral way. Two key ingredients for small business success are encouraging customer loyalty and promoting purchase behavior. One way to accomplish these is by creating a loyalty program -- a tailored marketing plan that rewards customers for their participation. These programs can range from simple punch cards (i.e. buy six muffins, get a seventh free) to store-branded credit cards that reward redeemable points.

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Hope is not a good strategy when It comes to backing up your data

Posted by Peter Heinicke on Sun, Dec 19, 2010 @ 10:52 AM

If your server suddenly crashed and ALL your data was erased, how long would it take before your business was back up and running as usual? 

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Evolving the Way You do Business

Posted by Peter Heinicke on Thu, Dec 02, 2010 @ 09:05 AM

There is no doubt that the economic situation experienced throughout the world in the last few years is changing the way companies do business, and that it will continue to do so for many years to come. A recent article by Dhiraj Rajaram, founder of Mu Sigma - an analytics services firm, discusses the future of business analytics and makes 10 predictions of possible trends to come.

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What Projects Are Most Important in 2011?

Posted by Peter Heinicke on Tue, Nov 30, 2010 @ 10:09 AM

Planning to get the most out of your current technology investments should be a part of your 2011 business plans. Do you have a list of the tasks and projects that you've been wanting to accomplish but have not had the time or resources to complete? Do you know where your software systems and processes are falling short causing your company to be less efficient?

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Document Management Software and Your Business

Posted by Peter Heinicke on Tue, Nov 16, 2010 @ 10:11 AM

Perhaps you have wondered if a Document Management Solution would be a good investment for your business but you don't know where to start. Document management software can be a great tool for those looking to cut costs, go green, improve security or gain better remote access.

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