Frequently Asked Questions

Q – Can I view a list of all the Account
Receivable Miscellaneous Receipts that were posted?

A – Beginning with Sage Accpac ERP version 5.3, an Accounts Receivable
Receipt Inquiry Form has been added that allows you to display information
for all the miscellaneous receipts. On the form, make sure there are blanks
in both the From Customer Number and To Customer Number.

Note: You may also drill down from a selected line on the list to view
the original receipt in the Receipt Entry form by clicking the Document
button.

Q – Can I view a list of deposits in Accounts Receivable
by Bank for a specific fiscal period?

A – Beginning with Accpac version 5.3, an Accounts Receivable Receipt
Inquiry Form has been added that allows you to display information for
all the receipts deposited to a selected bank for range of fiscal year
& periods as well as a range of receipt dates.

The Receipt Inquiry also allows you to look up receipts using other criteria.
For example, you can display information for a receipt for which you have
only the receipt number. In addition, you are no longer limited to viewing
the receipts for one customer in the Customer Activity form.

Note: You may also drill down from a selected line on the list to view
the original receipt in the Receipt Entry form by clicking the Document
button.

Q – How do I define a Default User Template?

A – In SageCRM v5.8 all new CRM installs contain a Default User
Template. The Default User Template is where you can define your baseline
of settings for all new users. What is the default language to be set
to? What are the security access rights common to all users? What are
the default user preference settings? Once the default user template is
defined, you can create other user templates, using the default as a basis,
to set the baseline for the Sales users, Customer Care users, and so on.

To define the default user template:

1. Select Administration | Users | User Templates, then search for the
   Default User Template. Click on the hyperlink of the Default template.
   The Template Details tab for the Default template is displayed. You
   can also associate a default set of User Preferences and a default Security
   Profile with the template, from the User Preferences and Security Profile
   tabs respectively.
2. Select the Change action button on the Template Details tab and update
   the fields. Select the Save button.

Q – Can I get an Overview of User Activity from within SageCRM?

A – Yes. In CRM v5.8 the User Activity administration option enables
you to view details such as summary information about all user activity,
a list of currently logged on users, and a list of historical user activity
records. For example, to view user activity information for all users:

1. Select Administration | Users | User Activity.
2. Click on one of the three tabs to view the information you require
   (All User Activity, Currently Logged In Users, and User Inactivity).

Q – Why the "Invalid User ID or Password
or could not connect to the database." message appears when running
the Sqltest Tool from FoxPro access?

A – This issue may occur if the user is not logged into Sage Pro with
the "ADMN" user ID. If the user is logged in as "ADMN"
and the error still appears on a Microsoft SQL Server (SQL) installation
of Sage Pro, the "ADMN" privileges must be verified in SQL.
Follow the steps below:

1. Open Microsoft SQL Server Enterprise Manager.
2. Under the correct SQL Server Group, double-click Security and click
   Logins.
3. Right-click user "AIADMN" and click Properties.
4. Click Server Roles and verify that the following options are selected:
   1. System Administrators
   2. Security Administrators
   3. Disk Administrators
   4. Database Creators
5. Click Database Access.
6. Verify that all of the appropriate Sage Pro databases, including
   the system and temp databases, are selected.

The Sqltest tool should now run with no issues.

Q – How do I shrink the Microsoft SQL Database log file?

A – When using Sage Pro ERP with Microsoft SQL Server, it is important
to monitor database log file size. These files can become very large if
performing many transactions. At times, it may also be necessary to shrink
this file if using excessive amounts of hard drive space on the SQL server.

By default, the database logs for Sage Pro (system, temporary and individual
company databases) are set to Recovery Model "Full" in SQL.
As a result, all operations on the database are recorded in the database
log file. This can be useful since at times it may be necessary to restore
the database. However, this can be detrimental to system performance since
the log file may become too large.

General practice for database administration is to use the Recovery Model
"Full" at scheduled intervals to back up the database log file,
and then shrink the live one to an acceptable size.
Changing the Recovery Model, backing up the log file, and shrinking the
log file should be evaluated by a certified DBA who is able to determine
the possible repercussions of such changes for Sage Pro and the policies
of the customer site. Additional information on these settings and procedures
can be found in the Microsoft SQL Help.

To determine and change the Recovery Model used by a database, follow
the steps below:

1. Open SQL Enterprise Manager.
2. Right-click the appropriate database and click Properties.
3. Under the Options tab, the Recovery Model is listed in the middle
   of the screen.

To determine the size and to shrink the database log file, follow the
steps below:

1. Open SQL Enterprise Manager.
2. Right-click the appropriate database, point to All Tasks and click
   Shrink Database.
3. Click Files.
4. Click the Database files list box and select the database log file.
   It will have "_log" appended to the database name.
5. The database log file size is listed. Select Shrink file to to activate
   the size field. This allows the log file to be shrunk to a user-defined
   size

Note: This information should be reviewed with a Microsoft
SQL Server Database Administrator (DBA) before implementing on live systems.
The following is provided for informational purposes only and is not supported
by Sage Customer Support.

Q – Why values in the “At % of Value” column in the
ABC Exception Report do not add to 100 percent?

A – This report acts as a categorization of inventory; it is not a financial
report. It compares small portions of a large amount of data and mathematical
rounding differences prevent a 100 percent correlation.

This report evaluates inventory ranges in order of importance, based
on value or usage. It reflects the relative contribution of a given inventory
item’s value in accordance with the business model of the company.
The report reflects the relative contribution of a given inventory item’s
value (Usage) to the overall IC valuation (Usage). In other words, this
report ranks the importance of an item.