Frequently Asked Questions

Sage
Accpac ERP

Q – How can I print the total Accounts Payable
invoice amount for a certain vendor or the total Accounts Receivable invoice
amount for a certain customer in the last fiscal period?

A – Beginning with Accpac version 5.3, a From Year/Period field
was added to the Accounts Payable Vendor Transaction and Accounts Receivable
Customer Transaction Reports. You can now print a list of any transaction
by a fiscal period range.

Q – When setting up my Contract Pricing in Inventory Control,
can I enter the specific starting and ending dates for the customer contract?

A – Previously, you have only been able to designate an ending
date. Beginning with Sage Accpac ERP version 5.3, a start date field is
available when setting up contract pricing as seen below. For example,
you may set up the contract pricing right away even if the contract does
not start until the beginning of next month.

 

Sage Accpac
CRM

Q – We have set up Key Attributes, which have
been linked to an Outbound Call list in order to collect additional data
and would like to be able to view data collected.

However, the reporting feature in SageCRM cannot display the information
related to the Outbound Call and the custom Key Attribute data collected.

A – Because the standard report ‘Source View’ does not contain views
that pull Outbound call list information, you will need to create a new
database view and make it available for reporting.

If you are interested, please contact your AXIS Solution Provider
or see your CRM administrator for further information.

Q – Is there a way to allow all users from different Territory
levels to view all Meeting Room bookings?

A – Meeting rooms are setup in CRM in the Users area
as “Resource” user. Resource users do not consume a license
and therefore, they cannot be logged into the system like a regular user
can.

This function involves the setup of a new Team and Territory so that
all users from different Territories are able to view the meeting room
bookings under the Team CRM area.

For this example, a Team called “Resource” is created as
well as Territory called “ResourceTerr” is created.

The “Resource” Team is assigned to users who should see the
meeting room bookings in order to be able to select Team: Resource from the Team CRM area. This is setup under the Display
Team.


Territory

In order for other people from different Territories to see the Meeting
room bookings, users need to be given rights to see Communication records
that are setup under the “ResourceTerr” territory.

This permission can be setup to each User individually or to a Profile.

Setting Permission for Individual Users to see ‘ResourceTerr’
territory:

1. Go to Administration > Users > Security

2. Under the Territory Policies Tab, make sure the Allow users direct rights in territories is set to
YES

3. Under the User rights Tab, select ‘ResourceTerr’ Territory
from the User Right for: drop-down box

4. Click on the Add User.

5. Click on the User’s link who you want to provide access and
give him/her right the Communication entity.

Setting Permission for a Profile to see ‘ResourceTerr’
territory:

1. Go to Administration > Users > Security.

2. Select the Territory Profiles tab, select the Profile
that you like to add the permission to.

3. Click on the Add Territory to Profile icon to add
the “ResourceTerr” territory.

4. Give this profile rights to view the Communication records set under
the “ResourceTerr” territory.

This setting will allow users to see bookings that may have been created
in the system whether the user is the assigned user or not the assigned
user and whether they are or not in the same Territory.

When booking the meeting room using this setup, keep in mind that other
users will be able to see the details of your appointment. This being
said, if there are details about this booking that you do not want to
share with other Users, it is suggested that you record the confidential
details under a different appointment where other Users will not be able
to see the details.

When booking a meeting room, make sure the following are selected:

1. The Territory is ‘ResourceTerr’.

2. The Team is “Resource”.

3. The User is the Meeting room and/ or other Users.

To view all meeting room bookings, go to Team CRM > Calendar/Task tab, and select “Resource” from the Team
CRM
for: drop-down box.

Sage Pro
ERP

Q – Why is the performance of Accpac Pro so slow
when logging on?

A- After entering the login ID and password, it may take an unusually
long time to launch the program, but this issue does not occur when attempting
the same process in another network environment.

When Sage Pro is launched, it will access the Printer folder of the
machine accessing it to determine if a PDF driver is installed. This allows
the PDF option to appear when printing in Sage Pro. If there is an obsolete
or corrupt network printer driver in the Printer folder, the operating
system may attempt to search the network for a connection that does not
exist. This will cause the delay when updating Sage Pro.

Removing the problem printer driver may resolve the issue.

Q – What is the message “Error 55: Memory variable file
is invalid" that appears when opening a transaction screen?

This error is caused by corruption in the FLDARY memo field for a
record in the SYCPATH table.
This field contains memory variables (arrays) to quickly load screens
into Sage Pro ERP.

To resolve the issue, identify the record containing corrupted data
in SYCPATH.Fldary and clear the contents in the field. Clearing the contents
in this field for all records could be a quicker resolution. It will be
repopulated with the correct memory variables (arrays) when the transaction
screen is reopened.

Note: Data edits should only be done by an Accpac
Certified Consultant or Business Partner. Create a full and verified backup
before proceeding. This should first be attempted in a test installation
and the results should be fully verified before implementing in a live
system.

Q – What is the purpose of SOHSHP and SODSHP Tables in Order
Entry?

A – The SOHSHP and SODSHP tables are used to track shipments that
have been deferred for invoicing. When the period is closed, all records
from these tables are cleared. If there are records in these tables that
have not been invoiced, a dialog box appears upon closing that warns of
uninvoiced shipments and allows the option to continue with the close
or cancel. If the period close is continued, all invoiced and uninvoiced
records are cleared.

Note: Although these records are cleared from these tables, they
may still be invoiced in Accounts Receivable through Invoice SO
Shipments
.

 

Sage Accpac
HR

Q – How do I let my supervisors view their direct
report’s information?

A – First of all, you have to designate supervisors in HR. To do
that, you need to designate an employee as a Supervisor; you can do it
from the Job tab. Click Setup Supervisors to access this window.

This window shows a list of all employees in your company. As you
highlight each name, choose Yes or No at the bottom of the window. The
Supervisor column will show the results.

There is also the number of immediate subordinates for the highlighted
name showing below the Supervisor selection section. This number will
change as you change the highlighted name.

You can also print a list of the subordinates of each supervisor
by clicking Print Subordinate List.. The list will print for the highlighted
name. Click OK when you have finished designating the supervisors.

After designating supervisors, create a role in Setup Manager, Security
and License using one of the two supervisor roles:

Then determine what areas you’d like the supervisor to access.
This is especially useful for performance reviews and documenting conversations
with employees.

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This entry was posted in May 2006, Newsletter and tagged , , , , , , , , , , , , , , , , , . Bookmark the permalink.

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