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Reconcile credit card accounts in Sage 300 (ACCPAC) and Sage Pro

Posted by Peter Heinicke on Sat, Oct 27, 2012 @ 06:58 PM

  Some accounting systems and ERP systems such as QuickBooks Pro have built in support for reconciling credit card type accounts. Most of the mid level ERP packages such as Sage 300 ERP and SAGE PRO ERP do not have this support. So, what can be done to work around this missing feature?

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Tags: Sage Accpac, Sage 300 ERP, SAGE PRO, Bank Reconciliation, Accounting System Workarounds

SR1 for Bartender Barcode Software Provides "True Edition Emulation"

Posted by Peter Heinicke on Sat, Jul 14, 2012 @ 11:39 AM

Seagull Scientific's Bartender Software prints barcodes, RFID tags, asset tags, shipping labels, from other software such as SAP, Sage Pro ERP, Sage 300 ERP, and custom software. Precision Computer Methods has customers who print millions of labels per year with this software rapidly and accurately.

Service Release #1 (first available on May 25, 2012), introduces translation updates and a variety of enhancements that many users will find useful. The most significant new developments are:
  • Translations Completed: Some user-interface components that had been new to version 10 had initially been released as "English only." That content has now been translated into the 22 additional languages supported by BarTender.
  • True Edition Emulation: It is now much easier for both Trial users and purchasing customers to try out the individual feature sets provided by each of the four BarTender editions available for purchase.
    • Previously, users of the Trial edition were basically trying out the full Enterprise Automation edition. Although it was easy to confirm that the features they needed were available, it took somewhat more effort to determine which of the four editions they should get.
    • Also previously (again, within the first 30 days), users of a purchased edition could easily try out features normally only available in the Enterprise Automation edition. (In this case, any features not normally available in the user's purchased edition would have the text "(Trial)" listed within the feature description.)
  • Regardless of whether you had a Trial or purchased edition, after designing the document that you need using BarTender, you could run the Help, Edition Requirements option within BarTender to learn which edition was required to address the design features you ended up using. Although this approach still works, BarTender SR1 now offers the added convenience of true "Edition Emulation." This allows users of any edition (including Trial) to try any other edition (instead of being limited to trying out just our highest-end Enterprise Automation edition). For example, Trial users that think they might only need the Professional edition can quickly switch to emulating exactly that edition, instead of being limited to effectively trying out only the Enterprise Automation edition. The first chance to specify an edition to emulate happens at install time. However, the edition to run can be easily changed later from within BarTender using the Help, Edition Selection option. As with the previous approach to running BarTender, purchasing users that emulate a higher edition will still see the text "(Trial)" listed within the description of higher-end features for the first 30 days. In the past, however, once this first 30 day period was over, these "Trial" features were no longer available. Now, with SR1, these features continue to be available for use after the first 30 days are over.
Other changes to the BarTender suite include:
  • BarTender User-Interface Improvements:
    • Object Creation Improvements:
      • BarTender's Text Toolbar and Line and Shape Toolbar are now always active. (Previously, they were only active when an appropriate object was selected.) This new capability allows you to specify settings for objects before you create them. For example, you can choose a default font and point size before you create one or more text objects. Or specify a line thickness and color before you draw a line.
      • "Lock aspect ratio" is now the default setting for certain shapes that should, by default, be based on circular or square shapes (such as arcs, pies, rings, chords, stars and regular polygons).
      • When drawing or resizing shapes, holding down the Shift key temporarily overrides the selected object's current Lock Aspect Ratio checkbox setting. For example, objects based on squares and circles (which default to Lock Aspect Ratio being checked) can be stretched in a single direction if you depress the Shift key when resizing. Similarly, objects based on rectangles and ovals (which default to Lock Aspect Ratio being unchecked) will temporarily force any resizing to be proportional if you hold down the Shift key.
    • Better feedback when objects cannot be moved or resized
  • Improved Print Station Performance:
    • The Print Station companion application is now optimized for faster printing.
    • Recently-used BarTender documents are now retained in memory instead of having to be loaded again from scratch for subsequent print jobs of the same document. (Print Station is now using the same document caching technology previously added to the Commander companion application.)
    • In addition, Print Station Setup now allows you to optionally specify any BarTender documents you would like to have preloaded into memory. Any such documents start out cached in memory and ready to use, even before you have printed them for the first time.
    • Since Print Station uses the BarTender SDK, it benefits from the SDK stability enhancements described below.
Print Server SDK Improvements: Applications based on the BarTender Print Server SDK now benefit from a number of performance enhancements. These include the same stability improvements that Commander received as part of BarTender 9.4 SR3. New capabilities include:
  • Restarting the BarTender process if it becomes unresponsive.
  • Automatically restarting the BarTender process on a schedule.
  • Document caching. The new properties and methods are summarized here. (For more detail, please consult the SDK documentation.)
  • IsResponsive property added to Engine and TaskEngine classes.
  • ResponsiveTimeout property added to Engine, TaskEngine, and TaskEngines classes.
  • RestartSchedule and StartupCommand properties added to TaskManager class.
  • Additional Start() method added to TaskManager class in support of document caching features.
  • CloseFormatAfterCompletion property added to all tasks that open BarTender documents.
  • Priority property added to Task class.
Seagull License Server (SLS) Improvements:
  • A User pane has been added to the SLS that allows administrators to view the active connections to SLS by user name. (A feature similar to this was present in versions of SLS prior to 9.3. It has now been restored by customer request.)
  • Installer user-interface more easily supports a minimal download size: Early in the install process, when users are asked to select an edition, they are given a new option of specifying either "Trial" or one of the four available-for-purchase editions. If the "Trial" option is selected, users are offered the option of a minimal, full, or custom download. When downloading and installing from the web over a slow internet connection, the option of downloading only the modules that you need can significantly speed up your install time.
The Trial edition was updated to SR1 on Seagull's web site on May 25th, 2012. Existing owners of version 10 can download either from there or the main Service Release page. True Edition Emulation Provided by this Service Release.
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Tags: Sage 300 ERP, asset tags, Barcodes, Barcode Software

New Feature requests for Sage Pro ERP

Posted by Peter Heinicke on Sat, Jul 14, 2012 @ 11:35 AM

Sage has seemingly reversed a policy to deprecate Sage Pro Series. This makes sense because Sage Pro is the only open source product Sage has in its ERP arsenal. One of the indicators of this shift in policy is a new website inviting anyone to post new feature requests for future version.   At the time of this writing there were 16 ideas posted. You can also vote on other ideas that have been submitted. If you need it sooner than the next release of Sage Pro, please call Precision Computer Methods Inc. at the number above and we can quote your idea on your system for you. For most ideas, there is no charge to obtain the quote.

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Tags: SAGE PRO, ERP systems, Sage Pro ERP, SBT PRO, ERP software

Sage Pro ERP Series Upgrade History - Pro 6.0 to Pro 2010

Posted by Peter Heinicke on Mon, Jul 02, 2012 @ 11:17 PM

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Tags: Sage 300 ERP, Accpac Pro, SAGE PRO, Sage Pro ERP, SBT PRO, SBT PRO | SAGE PRO | ERP Systems | FoxPro, Integrated ERP systems, SBT Pro Series

Improper methods of fixed assets reporting can lead to losses

Posted by Peter Heinicke on Wed, Apr 04, 2012 @ 02:30 PM

Spreadsheets weren't designed for the potentially complex job of tracking and managing fixed assets. And that can mean BIG problems for your company:

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Tags: ACCPAC ERP, asset tags, SAGE FAS, Depreciation, Fixed Assets

Error C0000005 or C0000006 in Sage Pro ERP

Posted by Peter Heinicke on Wed, Mar 07, 2012 @ 10:57 AM

Blue Screen or Crash in Sage Pro ERP

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Tags: Accpac Pro, ACCPAC, "Sage Accpac ", Sage Pro ERP, SBT PRO | SAGE PRO | ERP Systems | FoxPro

Top 5 EDI Software Providers for 2012

Posted by Peter Heinicke on Mon, Feb 20, 2012 @ 11:45 PM

Large retail customers (Walmart, Target)  now drive EDI adoption. They simply inform their suppliers that EDI is mandatory for keeping their business. Paperless document transfer
systems allow faster transactions with fewer errors; this might seem reason enough to migrate to EDI software, even without customer and vendor pressure. 

But the improved performance that EDI can bring does require that software integration with back end software already be in place, as well as the capability to translate outgoing invoices into the varied EDI formats that customers' systems might require. Both requirements can be difficult and intimidating for a small enterprise to successfully implement. Any software integration project can encounter unexpected pitfalls, and the sheer number of document formats and transport protocols that EDI supports adds complexity that can be both daunting and confusing. 
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Transport protocols include HTTP and HTTPS, POP3 and SMTP, OFTP, SOAP, WebDAV, X.400, and EDIINT AS1, AS2, AS3 and AS4. The file formats supported by EDI are also very numerous, and include comma-separated value files and  EURITMO as well as:
  • ANSI X12
  • GS1 eCOM EANCOM
  • XML
  • Tradacoms
  • EDIFACT
  • CEFIC 
  • EDIBDB 
  • EDIFICE 
  • EDIFURN 
  • FORTRAS 
Nonetheless, many enterprises do attempt to individually accommodate the format requirements of each customer and vendor, and to establish integration between incoming EDI data and often legacy accounting and business systems. Homegrown works-for-us EDI software integration is still, in 2012, a top EDI software solution, simply because it's still so frequent.

Fortunately, the emergence of cloud and Software-as-a-Service providers means that small businesses and understaffed information technology departments have an alternative to pulling their hair out over EDI integration with their existing back end accounting software. A number of vendors offer managed and hosted EDI solutions with the EDI capability your business partners are asking you for, and to provide it in much less time, and with much less stress, than this might otherwise take.

Here are some of the most prominent vendors, and a quick look at some of their services:

Redtail Solutions
 has a managed cloud EDI solution that natively integrates with Microsoft, Sage and AccountMate software. Their 3PL Link product provides an electronic link from your accounting system to your third party fulfillment providers.

Highjump's Truecommerce EDI platform offers a choice: its EDI software, EDI Transaction Manager, can come as either an on-premise or a hosted SaaS version. It translates to and from ANSI X12, the standard most widely used in the United States and Canada, and interfaces with Sage, SAP, Quickbooks and other business and accounting systems.

123 EDI has software, EDI Engine, that supports all versions of all standards for EDI software, and can translate XML and flat files as well. 123 EDI also offer both hosted and managed EDI. Their software accommodates many interfaces, for example Quickbooks, Peachtree, Sage, UPS, DHL and FedEx.

EDI Consulting Group offers many EDI software integration solutions tailored to specific tasks, such as FAX 2 EDI and PDF2EDI and EDI LINK, a bridge from EDI to your accounting software that generates sales orders from incoming customer purchase orders and translates outgoing invoices into EDI data formats. EDI Consulting supports all EDI formats including  X-12, UN-EDIFACT, and XML. We do a lot of business with this EDI provider.

Which of these vendor is best for you? If your business needs EDI today, outsourced solutions may be the place at least to start. If you have the time available to map out and implement an organized and incremental roll-out, you may want to keep at least some of your EDI capability in-house, if your information technology department has the required capabilities.You may also want to bring fresh eyes in to analyse your EDI needs and capabilities. Call PC Methods Inc. at 630 208 8000 and we will be happy to discuss your EDI requirements and potential designs for a solution that fits your business.
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Tags: ACCPAC ERP, Accpac Pro, ERP systems, Sage Pro ERP, "EDI software"

Cloud-based version of Sage ACCPAC

Posted by Peter Heinicke on Wed, Feb 15, 2012 @ 05:09 PM

It’s well known that enterprise resource planning (ERP) software increases productivity and efficiency by integrating vital internal and external business functions.

And for many businesses, Sage Accpac is the ERP software of choice because of its ease of use, depth of functionality, adaptability to changing business environments, and scalability to manage growth.

However, the upfront IT costs of an in-house implementation of Accpac can be prohibitive, particularly for young, growing businesses. Fortunately, Accpac is available as an off-premises, hosted, Cloud solution—eliminating the need for expensive software and hardware investment.



Benefits of Sage Accpac

Sage Accpac helps disparate business functions coordinate to increase performance across the board. Working seamlessly with Windows XP, Vista, or Windows 7 and numerous databases (e.g. Pervasive, Oracle, MS SQL), Accpac synchronizes all information so that all employees in each functional area of your company are working together to achieve maximum efficiency.

Sage Accpac applications include:

  • operations and distribution management
  • accounting and financial management
  • payroll management
  • global operations management
  • services and project management
  • customer relationship management (Version 6 is integrated with Sage’s award-winning CRM solution.)
  • human resource management.

Not only will Sage Accpac aggregate information and supply it to all stakeholders, it provides analytic tools to empower informed decision making at the rapid pace demanded in today’s fast-moving business environment. As a specific example, consider how instant integration of human resources, project management, and customer relationship management can allow you to provide more accurate project price quotes.

Another key benefit of Accpac on the Cloud is that—due to its “pay for what you use” model—it’s easily scalable as your company grows. That’s true even if you expand internationally, because the software works with numerous currencies and five languages.

Implementation Steps

Although the Cloud-based Accpac is relatively easy to put into operation, it pays to work with a Sage Certified ERP consulting and services firm that can help ensure you get the package you need and then educate your employees on how to get the most benefit from the software.

Your employees won’t have to be “techies” to effectively use Accpac if they receive the proper instruction, including in-person training, online help, user manuals, and procedure guidelines.

The Bottom Line

You can improve your company’s efficiency—and therefore its profitability—by linking together all the moving parts of your business with the top-rated Sage Accpac ERP solution. And with the Cloud version, there’s no need for the bulk of the expense to be incurred at the outset. You can benefit from using Accpac now—and as your business grows. Talk with an PC Methods about how you can take advantage of this opportunity. The latest version of Accpac is Sage 300 ERP.

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Tags: Sage Accpac, Cloud Computing, ACCPAC ERP, Sage 300 ERP, "Sage Accpac ", ERP systems, quickbooks Pro

Sage 300 ERP - Is it right for you and your company?

Posted by Peter Heinicke on Wed, Jul 20, 2011 @ 10:10 PM

Every business owner wants to maximize production and extract optimal profitability from their venture. This is only reasonable. It is generally agreed that two of the most integral keys central to a successful operation are communication and efficiency. Sage 300 ERP (ACCPAC) is a business management client that operates with these tenets in mind; ACCPAC accelerates growth within and eventually beyond the framework of your business.

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 Sage 300 ERP will change the way you look at all the moving parts that compose your business. Designed to function seamlessly with various operating systems, (be it Windows XP, Vista, Windows 7, or Windows 8) and various databases, (Pervasive, MS SQL, Oracle) ACCPAC synchronizes everything your employees need to know into one ideal cost- effective solution. Using a cloud-based concept that keeps everyone and everything on the same page, Sage is formulated for internet use and is guaranteed to provide a dependable infrastructure for your growing business. Support for five languages and multiple currencies promises that no barriers get in the way of productivity if you expand internationally. Widely sharing information amongst every area of your operation has never been more straightforward. Technological accessibility is a concern of every business; even the savviest employees can have trouble with the at times overwhelming nature of morphing technologies and complex programming software. It should be possible for one to do his job without being an IT geek, and ACCPAC ensures that this will never be a concern. With proper training training, excellent online help, user manuals, and procedure manuals,  every member of your workforce can utilize every component of the software, meaning that you in turn can utilize every facet of that workforce.  Sage 300 ERP is designed to work for your company, not the other way around.

ACCPAC specializes in what you need to happen, when you need it. All of the programs included in Sage are committed to that ideal. The distribution solution keeps track of inventory, production rate and service department status - everything you need to be aware of - including order entry, inventory control, and sales tax calculating software, every inch of your expanding distribution cycle is at your fingertips.

Supporting your employees and all their individual unique skill sets is now, with the help of ACCPAC, as easy as you want it to be. Human resources are a snap with the services and project management solutions module; Time sheet support and project price quotes further aid to minimize the tedious legwork. The HR module ensures that while you help your workforce perform to their peak, you can keep comprehensive records of their progress and training.

For your operation to be at its best, you need business systems that work. Sage's business intelligence tools work. Be prepared to make faster, more informed decisions while taking more factors into account than ever before. Keeping costs low and achieving the proverbial bang for your buck is a concern ACCPAC is meant to address. Top rated among middle tier ERP solutions, Sage 300 ERP gets the job -- done more efficiently than any other.

 

 

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Tags: Sage Accpac, Sage 300 ERP, Sage Pro ERP, Supply Chain Management, Budget, Accpac Intelligence, ERP solutions

How you can turn orders into cash using EDI ASN's

Posted by Peter Heinicke on Thu, Jun 23, 2011 @ 02:46 PM

(Reprinted with permission from Redtail Solutions, one of PC Methods EDI partners)

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Tags: ERP systems, EDI, ASN, Supply Chain Management