Frequently Asked Questions

Sage Accpac ERP

Q – Can I set up an Inventory Control Bill of Material to have a sub-assembly beneath an assembly?

A – Yes. In Sage Accpac ERP version 5.4 the Inventory Control Bills of Material feature now supports unlimited levels of assemblies and
sub-assemblies in a single bill of material, providing a sophisticated tool for manufacturing or assembling items for sale.

Each bill of material level includes a list of component parts and quantities, as well as the fixed and variable costs for manufacturing, such
as labor cost, materials, and overhead.

To make it easier to handle large BOMs, Inventory Control’s Bills of Material entry screen now provides a tree view that displays, and lets
you navigate through, all components and subassemblies.

You can also drill down further into a sub-assembly bill of material by double-clicking on the sub-assembly part number in the tree view.

Note: Multi-Level Bills of Material are available only in Sage Accpac 500 ERP.

Q – Can I set up customer item numbers to use when entering Order Entry Orders?

A – Yes. In Sage Accpac ERP version 5.4 the new Inventory Control Customer Details form lets you set up a list of numbers that your customers
use for your inventory items.

The Customer Details icon is located under the Inventory Control Items and Price Lists folder.

Create the Customer Detail by first choosing the item from your inventory. Specify the customer, the customers’ item number and their description
of the item. Enter the unit of measure, as well as any relevant comments and particular instructions for handling or shipping. Comments and instructions
appear on Orders when the customer item number is used in Order Entry

You can then enter the specified customer item number when entering an Order Entry Order.

Note: Customer item numbers are available only in Sage Accpac 500 ERP.

SageCRM

Q – What does the Dashboard Tab at the Company Level do?

A – The Dashboard tab within the Company context can be used to display a management overview of the status of the customer account —
a chart of overdue cases, a list of high priority opportunities, or a snapshot of upcoming meetings.

To view a company dashboard:

1. Within the context of a company, select the Dashboard tab.
If your System Administrator has created a default company dashboard, then the dashboard content will be displayed. The System Administrator sets
up the default company dashboard in Administration | Users | Standard Dashboards.
The content displayed is specific to the selected company.
If no default company dashboard exists, then the Dashboard Content page is displayed for editing.

2. Select the Modify Dashboard button to edit the company dashboard.
Note: Any changes made to the company dashboard apply to the Dashboard tab of all companies.

Q – Can I run Reports from the Dashboard?

A – Yes. Reports selected as Favorite reports, which are displayed in the My Favorite Reports category, can be run from the Dashboard.

1. Select My CRM | Dashboard | Modify Dashboard. Select Other from the Filter By drop-down list. Select the Add button next to the content called
Favorite Reports, and click on Save.
2. A new content area is displayed called Favorite Reports. Click on the hyperlink of the report you want to run.
3. The report output is displayed in a new browser window.

Sage Pro ERP

Q – How do I make my customized reports to appear in a specific order?

A – To sequence customized reports on a menu, follow the steps below:

1. Open System Manager.
2. Under the Maintain menu, point-to Customize and click Reports.
3. Double-click the report that must be sequenced, from the navigation tree.
4. Click Edit.
5. Type a sequence number into the Seq# field, this determines the order in which it will display on menu. The lower the sequence number, the
higher it will display on the menu.

Example:
Four custom reports are created for ARIRED: report-a, report-b, report-c, report-d. These should be displayed on the menu in the following order:
report-c, report-a, report-b, report-d. In order to display these reports in this particular order, the sequence number should be assigned as follows:

Report Name Sequence No.
report-a 2
report-b 3
report-c 1
report-d 4

Q – How do I get rid of the "Error 1526: Invalid Column Name ‘Subcode’” message that appears while posting to General Ledger?

A – The issue has been documented under Product Trouble Report (PTR) 78098 and has been fixed in Sage Pro 7.3 Service Pack 1. It occurs when
Project Accounting or any Manufacturing module has not been installed. This issue can also be resolved by adding the Jobcode, Phase and Subcode
fields to the GLDENT and GLDUNP tables and entering the corresponding field information. Please refer to the table below for more information. Follow
the steps below:

Note: The following should only be done by a Sage 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.

1. Open System Manager.
2. Under the Maintain menu, point to Dictionary and click Tables.
3. Type "GLDENT" into the Table ID field.
4. Select "Field" from the list box.
5. Click Select.
6. Type Jobcode into the Field Name field; a message appears indicating the field is not found.
7. Click Add; a message appears asking whether to copy the default values from an existing record to the new field.
8. Click No.
9. Refer to the table below and enter the corresponding values for Description, Base Type, Length and Input Mask.
10. Click Save.
11. Repeat steps 6-11 for the Phase and Subcode fields.
12. Repeat steps 3-12 for the GLDUNP table.
13. Update from Data Dictionary for GL in all companies.

Field Property Information

Field Name Description Base Type Length Input Mask
Jobcode PA Job Code Character 10 !!!!!!!!!!
Phase PA Job Phase Character 6 !!!!!!
Subcode PA Category Code Character 4 !!!!
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This entry was posted in Newsletter, October 2006 and tagged , , , , , , , , , , , , , , . Bookmark the permalink.

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