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Here are a few of Accpac custom solutions
designed to
enhance and complete our customers' Sage Accpac ERP systems. By
using custom Sage Accpac ERP optional fields set up, visual basic macros and tailored
Crystal reports we
can design a solution to meet your unique requirements. We can make Accpac
do what you want it to do!
Sage Accpac ERP macros can help you
complete your work more quickly and efficiently. Macros are often used to
automate repetitive tasks but they can also be used to perform more complex
tasks such as reading files in different formats , search a database, compare
data or extract data for use in other programs.
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Macro to
auto-create credit note details in Accounts Receivable based on original
invoice
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Customer Contract set up using Accounts
Receivable module
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Assistance with troubleshooting custom Accpac
Crystal reports
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Macro to copy existing AR recurring charge
into a new recurring charge
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Macro to create/email invoice copies from the
order entry screen and attach additional documents
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Macro to bring optional field into the main
details grid in Sage Accpac Accounts Payable
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Macro to report missing orders based on a
range entered by the user
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"Copy AR Invoice" : Accounts
receivable based macro to copy existing document (invoice, credit ,
debit note) into a new document for the same or different customer
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Utility to remove selected items from an AR
Invoice Batch (large number of invoice , high number of details) and re-set
the taxes for special situations (taxes were entered and not calculated)
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Purchase order report re: items expected to
arrive.
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Set up of Optional Fields to allow tracking of
marketing campaigns in Sage Accpac Order Entry
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Combination of optional fields set up and
macro to replace "Allow Partial Shipments" (of details) default
feature with "Allow Partial Shipment of Order".
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Import utility for counted inventory
quantities (bar scanned) in the inventory worksheets
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Custom utility to update Accpac Recurring
Charges (large number) with new items entered in Excel spreadsheet
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Modified Sage Accpac ERP Intercompany Transactions Batch
listing report to show accounts on destination companies before batch is
posted.
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Optional Fields set up and macro utility to
calculate and charge the EEE Stewardship fees .
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Custom AR invoice entry screen. For each
invoice created it generates a corresponding AP invoice for a selected
vendor.
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Macro/report combining data from Accpac with
data from a different database (MS.SQL)
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Utility to email copies of selected invoices
(multiple invoices) to the customer's email address. The invoices are
emailed as single PDF document.
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Custom AR Customers screen; on changing the
status of customers to "ON HOLD" all outstanding orders are put on
hold as well and a list of the orders is printed, on removal of the hold
orders are released
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Utility for releasing orders based on
inventory availability and order / customer priority status
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Custom utility to enter special occasional
charges for customers, store them in an ACCESS database and import the
charges in Accpac adding them to recurring invoices.
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Custom utility to print financial statements
spanning multiple fiscal years.
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Custom set up and forms revisions to
automatically add to the order a fuel surcharge calculated as a percentage of the order's
subtotal
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Custom macro/reports to print comparative
sales for current year/previous year for a range of customers and items
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Macro to extract data from on company's GL and
redistribute amounts to multiple databases based on original transactions
account department segment and predetermines percentages.
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Custom Optional Fields set up / macro / report
to reflect a specific warehouse layout and print the place the item is
located in on the order confirmation/packing slip
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Screen customization to introduce additional
credit checks when creating shipments in Order Entry (customer status, terms
etc)
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Macro and optional fields set up to allow
using an unlimited number of email addresses per customer and select
the appropriate email address to send a confirmation email at the time of
creating the shipment
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Macro using Excel spreadsheet that creates
prepayment batch in Accpac and EFT file for the bank.
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Macro/Optional Fields set up to extract
shipment information from Accpac and prepare it into a format compatible
with Canada Post's requirements
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Macro to email notification letters to vendors
with payments processed through EFT Direct Payables
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Modified AR Invoice entry screen that checks
for duplicate info in the customer PO entry screen
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Macro to delete Accounts Budgets when
switching from Sage Accpac ERP 500 (five budget sets) to Sage Accpac ERP
200( one budget set)
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Combination of macro and special AP/PO
Optional Fields set up to automatically calculate arrival date based on
special info provided by the vendor.
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Macro containing modified Order Entry screen
re: warning on duplicate customer PO Number
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VBA utility that
appends specific charges (picked up from an Excel or ASCII file ) to
existing AR invoices created through recurring charges feature
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Custom Item wizard
that permits data entry re: item creation, location details and contract
pricing, etc.
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Procedure/macro to
enable AR customers with outstanding transactions to be attached to National
Accounts before the transactions are fully paid.
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Screen/Macro to
instantly quote a price to a client based on the client's price list and
quantity discounts
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Utility to prepare
outstanding documents from DacEasy software for import into Sage Accpac
ERP AR and AP
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VBA macro
that extracts Sage Accpac GL transaction and prepares a file importable into
Jonas accounting software. Macro also maintains a mapping file where
Sage Accpac GL accounts are mapped to accounts in the Jonas system
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VBA macro to
create bank security file as per specified bank requirement for each batch
of AP checks.
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VBA macro to
import AR customers and invoices from ASCII files into Sage Accpac ERP.
Macro generates a log file to report any issues encountered, file names
and type of import, number of customers/invoices imported etc.
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VBA macro to
import AP vendors and invoices from ASCII files into Sage Accpac ERP.
Macro generates a log file to report any issues encountered, file names
and type of import, number of vendors/invoices imported etc.
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VBA macro to
prepare large batches of miscellaneous payments in Accpac. Check
information is imported from ASCII/Excel files.
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Utility to change
Sage Accpac fiscal year end and transfer GL transactions from the old
fiscal year-fiscal period to new fiscal year-fiscal period
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Microsoft ACCESS
utility to extract Simply Accounting data and prepare for import/upgrade
to Sage Accpac ERP.
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VBA macro that
creates multiple Purchase Orders from a specified Order, based on optional
fields values.
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VBA macro to import Orders in Accpac Order
Entry from Excel spreadsheet.
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VBA macro using a
modified Sage Accpac screen to instantly quote item prices based on specific
customer types
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VBA macro that
imports a text file into Job Cost timecards; before importing the macro
generates a log file reporting all issues that must be solved by the user
before the import will be completed
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VBA macro for
importing Contracts in Sage Accpac Project and Job Costing modules based
on existing templates
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VBA macros to
update optional fields' look-up lists with values from various Sage Accpac
tables (customers info, vendors info, remit-to locations etc.)
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Excel utility to
consolidate Sage Accpac Financial Statements data by grouping accounts as per
industry specific requirements.
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Import routine to
create Sage Accpac GL transactions from external data source
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Macro to take
"snapshot information" regarding revenue recognition in Job Cost
module and upload it into ACCESS database for future comparison re:
previous day, previous year etc.
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Accpac screen
modification re: enter multiple invoices for the same vendor without
re-entering same vendor number
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Utility to create
"subsidiaries" under one customer, print the respective
subsidiary on the invoices and report sales by date range, customer,
subsidiary.
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Numerous custom
Crystal reports as per client's needs based on all Sage Accpac ERP modules
And much more....
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