ERP Tips

• Drill Down:
  All the way from General ledger to Order Entry, you can use the drilldown button to open a source transaction. For example, you can drilldown from General Ledger transactions to original transaction entries, from Accounts Receivable to Order Entry, from Accounts Payable to Purchase Orders, and so on. Example:

  • In the General Ledger account history screen, double click the balance to open up the transactions, then double click the transaction to open a batch, then click the drilldown symbol (above) to open the subledger document. If the transaction was sourced from a secondary ledger such as Purchase Orders, click the drill down icon again and this will open that up too !
• ERP Calculator.
  Sage ERP's Calculator function is invoked when on a Number value field. Simply press the '+' key on your keyboard. Once you have finished your calculation, press the "P" key (for paste) to return this value back to the program.
• Changing Print Destinations
  In the bottom right hand corenr of your screen, you will see either a printer, paper, yellow email, or file symbol. Simply click this and you can change your print destination easily
• The F9, F5 and F7 keys
  • F5: Use this to invoke your Finder Key
  • F7: Use this whenever you see the double arrows. Typically to refresh detail lines when applying documents, or refreshing document lists.
  • F9: When entering detail lines in document entry screens, use this key to enable a "Flat" screen layout rather than the traditional bucket layout
• Hiding Fields
  You may wish to restrict groups of users (or individuals) from seeing certain fields or buttons (such as the delete button on the sales order screen). To achieve this, do the following:

  • Open the screen you wish to customise
  • Choose File/Customise from the menu
  • Create a Profile Group
  • Un Check the field in the list of fields presented on the Screen
  • Go to Administration Services (You will need to be logged in as Admin
  • Go to Assign UI profiles and attach the users you wish to restrict to the profile group you created above
• Can I process Credit Cards Through Sage ERP
  Yes ! By installing Iciniti Credit Card processing (a subset of the ERP webstore system) you can process reccuring invoices (such as membership renewals). The system can store more than one credit card number and interfaces with Paypal/Versigin payment gateways, meaning no requirement to manually key the transaction into a credit card machine. Further the receipt batches in Accounts Receivable are automatically created,which results in a lot less work than traditional methods. Further, the credit card numbers a encrypted in the database.
• How to Automate the Day End to run over night
  • Although the day end function in correctly specified environments doesn't take long, sometimes (particuarly in sites with over 30 users) it might be more prudent to have the day end process scheduled to run over night. By installing the scheduling module this can easily be achieved. This also has the facility to email on success or failure. The same program can also be used to run weekly or monthly integrity checks. By using this module and turning on the auto posting feature (available in Version 5.4 onwards) time spent posting batches and running reports is greatly diminished.
  • By installing the Alerts module, your system can be configure to automatically email mission critical trigger point alerts. Examples would include items low in stock, debtors late paying, orders placed over $50,000, cheques processed over $10,000, sales orders unshipped greater than 14 days.
• Integrate ERP with freight software and store tracking docket numbers
  Did you know that most freight software installed by freight comanies for printing despatch dockets can be integrated with your customer ship to locations, and Order Entry Shipments (particuarly useful for calcluating total weights etc) Although this facility requires manual consulting (as each customers' requirement is different), this certainly is time saving. Contact us for more information.
• Importing/Exporting
  This is a standard feature in all master and transaction records. By opening a screen, and choosing the menu option,"FILE/EXPORT", data can be exported to or from EXCEL/CSV/ODBC and other formats. There is a criteria function to select only the records you wish. Common opportunites to use this feature include General Ledger Budgets, complex price list changes (also acheivable using the VBA interface contained the the core system manager).Of course, this functionalty can be restricted to specific users by configuring the security centre accordingly.