Accpac Components - CI.COM - Sage Gold Development Partner and Accpac Add-On Products

Did you know you can have Accpac start multiple screens and reports for you when you logon?

krishnamoorthy@ciglobalsolutions.com (Krish) — Sat, 05 Dec 2009 16:33:00 +0000

Startup folder: To do this, from the Main Accpac desktop, first select the company name at the top of the screen in the left hand side. Now, in the right hand side you should see several icons listing your modules, like AR, GL etc. From there, right click you mouse and create a new folder naming it "Startup". Now, drag whatever icons you want to start automatically when you launch Accpac. The next time you logon Accpac, the order entry screen, or GL batch list screen or whatever other icons you have in there will start automatically !!
Interesting isn't give a try and you will find it.
Thanks,
Krish
Krishnamoorthy@ciglobalsolutions.com
www.ciindia.com

Accpac Tips & Tricks: Shippable Backorder Report

krishnamoorthy@ciglobalsolutions.com (Krish) — Sun, 25 Oct 2009 07:50:00 +0000

The Shippable Backorder Report in accpac really helps the Delivery Manager of a warehouse in planning & scheduling the shipments to customers effectively.
The Shippable Backlog Report is a useful tool where user captures the Sale Order numbers against each and every Purchase Order detail line or during Purchase Order Receipts.
This helps the Shippable Backorder Report to cater the Items/Products that are ready to ship against a Sale Order.
The report can be printed by specifying either or both Item Numbers and/or Sale Order Numbers.
Hope this helps !!!

Regards,
Krish
Tech. Consultant, Sage Accpac ERP
CI.COM (P) Ltd.,
+91-9840845982
krishnamoorthy@ciglobalsolutions.com

Facility to Search and allocate Lots During Shipments

krishnamoorthy@ciglobalsolutions.com (Krish) — Mon, 12 Oct 2009 14:51:00 +0000

Accpac Users find it difficult to locate the Lot Numbers to allocate quantities for Shipments. A search and allocate tool has been developed by CI to search the Lots and allocate the quantity for making quick shipments.
This helps the Accpac users not only to increase their productivity but also to make quick supply of goods to their customers.
The search and allocate facility is Accpac user friendly hence, users of this tool needs no training.
for more information contact Krishnamoorthy@ciglobalsolutions.com

Regards,
Krish
Tech. Consultant
CI.COM (P) Ltd.,
www.ciindia.com

I/C Transfer with Base Price as cost in the destination location

krishnamoorthy@ciglobalsolutions.com (Krish) — Wed, 12 Aug 2009 10:47:00 +0000

“Do you have a situation for a client expecting I/C Transfer with Base Price as cost in the destination location?” Here you go with the tip...
Steps to follow:
1. Open the I/C Transfer UI
2. Select the Proration Method to "Prorate Manually"
3. Capture the Base Price of each line item in the "Manual Proration" Column.
4. Now, when posting the Transfer the Cost will be updated with the Base Price of Product in the destination location.
Note: In order to populate the Base Price of line items automatically in case huge volume of transfer takes, write a macro to populate the "Manual Proration" column with Base Price from Accpac Price Book.

Hope the above tip helps you..

-Krish
Consultant
CI.COM (P) Ltd.,

iFlash - Item Flashboard

krishnamoorthy@ciglobalsolutions.com (Krish) — Sun, 07 Jun 2009 16:52:00 +0000

Overview
Let’s try to understand a scenario; a sales person having in front of him a prospective buyer and negotiating for best price. Now it’s the sales person’s turn to quote in for appropriate price for the items, delivery date if this sales deal gets closed. In this scenario, if the sales person is provided a flash of the required details then it would help him in taking an upper hand and enable him in closing the lead. This is where iFlash tends to deliver its best utility.

Salient Features:
iFlash is made available using a shortcut key once the application is launched.
Sales Statistics (3 months prior to the present session date) of an item to know the performance of any item.
Information on item’s price, incorporating all the available price lists from Accpac, with support to multi-currency.
Item Availability information with quantity on SO and PO, so as to enable the users to know about the ordered and allocated status.
The • Special price information for all the items for which a contract pricing is given.

Key Benefits
iFlash saves time, by fetching all the key information of any item on a single hot-key.
Giving a quote for a product within few seconds especially on a customer’s call.
Providing all key information about a product, drives the customer to take a quick decision.

CI accepts Credit card payments

krishnamoorthy@ciglobalsolutions.com (Krish) — Mon, 01 Jun 2009 12:51:00 +0000

This has been one of the constant request from our clients so that they can pay using their credit cards.
I am happy to announce that from now on CI accepts Credit card payments for its products & services.
Clients can now pay using their VISA, MASTER CARD, AMEX, DINNERS, DISCOVERY & even e-check.
Hope this gives a lot of flexibility to our clients.
In case you need any information about this, please contact me @ 201 256 6532

SugarCRM Quote Module Integration with Sage Accpac ERP

krishnamoorthy@ciglobalsolutions.com (Krish) — Fri, 17 Apr 2009 17:21:00 +0000

Prologue:
SugarCRM Quote Module in Integration with Sage ACCPAC ERP. The objective of this module is to provide a mobile office for the people who involve in sales and business development. The solution is rightly fabricate in such a way that this becomes the most affordable solution in the economic scenario.

Précis:
The combination of best among the bests. SugarCRM Community Edition with Sage ACCPAC ERP. The most used and affordable ERP solution is integrated with the open source CRM solution. The terrific duo can increase your sales revenue substantially and drastically decrease the turn-around-time. HOW? This will be the next question that is arising in your minds.

For an instance; a Business Development Manager who is in a meeting with a client in their location, having the updated information on item details, price lists (multicurrency supported), cost and other details is authoritative and can easily close the sale. This is the main objective of this solution; empowering the people involved in growth with a mobile office and all required information on the company’s products and of course with an ability to create Sales Quotations and Sales Orders.

This solution is an excellent cost reduction tool. Since the sales personnel are given the ability to create quotes and sales orders, absolutely there is no requirement of rework or a back-end work. Moreover optimal utilization of time is achieved.

This fast paced business world and an eventual globalization has brought a concept called “Business on the Move”. Quote Module in SugarCRM in integration with Sage ACCPAC ERP, this serves purposes of communicability and updated information to the minute. The feature specifications and functional attributes are in adherence with global usability.

This solution is made up of agile methodologies and follows the top-notch technology of synchronizing the data flow from Sage ACCPAC ERP to SugarCRM.

Quote Module in SugarCRM enables the users to update Sales Quotations in SugarCRM, all the information required for this namely; Customer, Item Number, Description etc. fetches from
Sage ACCPAC ERP. The moment a particular sales deal is closed, the same sales quotation can be used to create sales order.

SugarCRM Quote Module in Integration with Sage ACCPAC ERP is a boon to corporate and sales personnel who are working harder to keep them buoyant even in this economic climate.

Krish
Consultant
CI.COM (P) Ltd.,

Sales Order to Purchase Order Utility - SO2PO

krishnamoorthy@ciglobalsolutions.com (Krish) — Wed, 04 Feb 2009 04:57:00 +0000

Sales Order to Purchase Order is a utility component which can integrate with Sage ACCPAC ERP. Sales Order to Purchase Order (SO to PO) is an excellent supporting tool for Sage ACCPAC ERP users.

Very purpose of this tool is to create purchase order(s) in a swift manner from a single (or) multiple sales orders. The required inventory by the sales orders can be fulfilled fully or in parts.
The need for SO to PO is inevitable, as the new generation business era has given a rich thought to Just in Time Purchase, Economic Order Quantity and newer concepts such as; improving return on investment of a business by reducing in-process inventory and its associated carrying costs.

SO to PO can also act as a simulative tool for Material Requirements Planning. The inventory items can be purchased with respect to those that has been ordered (demanded).

Moreover any business house would not be interested in involving their man-hours in doing repeated data entry activities. Rather the helm of affairs of the business house would be interested in their employees involving in man-hours on analysis, market study, business development and control unnecessary carrying costs.

Some of the salient features of Sales Order to Purchase Order as follows;

The functionality of this component is very straight and simple. SO to PO can create purchase orders based on the sales orders. The sales orders might have some of the inventories that are already available hence SO to PO considers this case and provides an option to select for those inventories to raise the purchase orders.

Purchase Order can be created by selecting a vendor and then selecting the items from an open sales order.
An open sales order for the purpose of SO to PO is, any one of the following;
 An order with one or more items that are not yet shipped.
 And/Or there exists a sales return for one or more than an item for that order.
 And/Or any of the generated PO against this Sales Order is cancelled.

Item Cost, an option has been provided in SO to PO to consider the cost available in Purchase Order Setup (or) Order Entry.

Facility to create orders for the BOM items found in the Sales Order in two different methods namely;
 BOM Items (BOM Master Items) as Purchase Order Items
 BOM Components as Purchase order Items

Flexibility to create multiple Purchase Orders with different vendors from one
single sales order or multiple sales orders in one step process. Facility to change the tax group of the vendors, those considered in purchase order.

Technical Compatibility:

 Compatible with Sage ACCPAC ERP 5.4 and 5.5 versions
 Developed the product using Sage ACCPAC SDK utility.
 User Friendly interfaces.
 Supports all databases that Sage ACCPAC ERP supports

New Commission Manager for Sage Accpac ERP 5.5

krishnamoorthy@ciglobalsolutions.com (Krish) — Tue, 18 Nov 2008 12:55:00 +0000

Sales Commission needs Justification

The argument goes with businessmen till today that compensating salespeople is a business development expenses or it’s an investment to elicit the performance of their business. The answer for this question is obvious. Compensation to sales people in terms of incentive or commission is definitely an investment as this will enable the performance of their business.

The standard way of compensating marketing people in most businesses is Sales Commission. Sales commissions are calculated dynamically based on the performance of a sales person. Sales people are the most important employees in any company and adequately compensating them for high performance becomes a vital business activity for a company.

In addition to Salespeople, Sales managers, technical support personnel and others may also be recognized for commission. Salespeople’s compensation can be a combination of Base Salary and Sales Commissions or can be pure Sales Commissions. Salespeople with pure Base Salary are rare. Salespeople take a risk with their compensation in a commission situation, but they typically have an upside where they could make far more than the average employee, if their performance is high.

Commission calculating methods are possibly the most variable methods performed by an organization. These methods tend to vary significantly from industry to industry, and many times within companies in an industry. Sales commission programs tend to be different by employees even within a company. Unlike regular salary, Sales Commissions tend not to be governed by a lot of laws and rules, and this adds further variability to the programs. Variations can include the kind of performance being compensated (Revenue Vs Gross Profit), the frequency of calculation (Monthly Vs Quarterly), and the type of transactions being compensated (Invoices Vs Payments), the level of salespeople being compensated Sales representative Vs Sales Manager and so on.

To help your business to perform and to have better people to support and trustworthy, one should possess a very good system of compensating the people. Thus, CI.COM has come out with a new system called Commission Manager for planning, advising and paying commissions on time to people who will really feel happy to perform.

It’s all about - Commission Manager

Commission Plan
A Commission Plan is the fundamental groundwork of Commission Manager Program. The commission plan is the keystone of setting up the performance expected from the sales people and the compensation for the performance at varying levels. Some of the notable plans that help the users to come out with a good compensation to sales people are plotted hereunder.

Period
This is the period of performance within which goals are set and attainment is measured. This can be a month, quarter, half-yearly, full year or any periods.

Volume
The volume of sales determines the performance. Generally, business that has got good number of products to sell and make volume profit prefers the volume based commission to their sales people.

Territory/ Location
The performance is measured based on the sale in a geographical customer based location or the territory of the customers. This helps the business in planning on compensating people who do sales based on geographical locations where, selling a product is more challenging.

Job Category
The commission for sales rep may not be the same as the commission for a sales manager. This may vary based on their job category, roles and responsibilities.

How Commission Manager works?
Commission manager module works as like the standard modules of sage ACCPAC ERP

• Initially, the user needs to set/choose the parameters that are necessary for the commission calculation like Setup->Options UI, Commission plan->Commission Plan UI etc.
• The user can categorize the salesperson into groups or by job category. Likewise he can categorise the customer based on the location. This categorization can be used in commission calculation.
Commission calculation
• Commission manager automatically fetches the invoice and credit note information from the OE/AR module without user intervention.
• Based on the settings, the commission will be calculated once the specific document in AR (Invoice or credit note) is posted in ACCPAC.
• The user can edit, advise, pay (both partially and fully) the commission to the salespersons.
• The payment of commission can be accounted in ACCPAC either by creating an AP Misc payment or GL Journal.

Sage Summit November 2008 - Meet my people

krishnamoorthy@ciglobalsolutions.com (Krish) — Sat, 01 Nov 2008 13:45:00 +0000

Are you going to the Sage Summit 2008 on November 17-20, Denver, Colorado Convention Center

My guys Ramani, Prasad will be there. Stop by the CI.COM booth (#739) to say hello.

Things you can get from them:

• Products demo like Mobile SalesPerson, Mobile Inventory Suite, Commission Manager
• Discuss any custom project in Sage Pro, Sage Accpac ERP, Act!, Peachtree, BusinessVision
• Discuss any other .NET project requirements
• A nice compliment too !

So don’t miss this opportunity to meet our people.

No idea what we’re talking about? Check out the http://www.sagesummit.com/

Order Entry to Purchase Order - SO2PO Utility

krishnamoorthy@ciglobalsolutions.com (Krish) — Mon, 13 Oct 2008 18:13:00 +0000

Overview
Sale Order to Purchase Order Utility is an excellent supporting tool for Sage ACCPAC ERP users. The purpose of this tool is to quickly create purchase order against a sale order from a customer and maintains the purchase orders if there is revision of the purchase orders.

Features

Create a PO by selecting a vendor and then selecting the items from an open sales order.
An open sale order is any one of the following
An order with one or more items that are not yet shipped.
And/or there exists a sales return for one or more than an item for that order.
And/or any of the generated PO against this Sales Order is cancelled.
The utility will display the cost of the item as per the default method defined in Accpac that can be modified.
Either complete or partial product lines can be selected to create PO.
The payment terms will set to the default payment term of the selected supplier.
An audit report to print for the users to know the purchase orders that are created by this utility.
Facility to create Multiple PO’s for the different vendors from a Single or Multiple Sales Orders in single step.
change the Tax Group of the PO vendor(s)
Create orders for the BOM items found in the Sales Order in two different ways
1. BOM Items (BOM Master Items) as Purchase Order Items
2. BOM Components as Purchase order Items

Commission Tracker 2.3 - New feature

krishnamoorthy@ciglobalsolutions.com (Krish) — Sat, 26 Apr 2008 08:08:00 +0000

CT provides an excellent mode of commission payment wherever the range of marketing efforts of salespersons are very wide and the preliminary criteria of commission payment differ from one transaction to the other. This happens wherever the market topography is very vast and the efforts of clinching the business considerably vary. This also happens in the case of large construction contracts where the background of each contract is distinctly different. In these cases, adoption of single mode of commission payment for all invoices shall not compensate the real efforts of salespersons.

The "Multiple" mode of commission payment in CT ensures that the salespersons get commission that is fair and just acts as a catalyst for better sales performance. In "Multiple" mode, the user gets the benefit of getting to know the probable commission payment under different parameters and selecting the parameter combination, which pays commission in tune with the sales efforts. All the commission payment combinations are fully explored before finalizing the actual commission. This method fully ensures need-based commission and the morale of sales force is very high. Needless to say this is an ideal tool in the hands of business leaders to sustain and improve sales productivity.

Sankaran
Business Analyst
CI
_____________________________________________________________________________________

XL Interface to Sage Accpac ERP 5.4

krishnamoorthy@ciglobalsolutions.com (Krish) — Thu, 24 Apr 2008 18:41:00 +0000

Overview
XL interface suite comprises of MS Excel interfaces to Sage Accpac ERP. This helps the user to quickly capture the information and validate it with business rules before saving to Sage Accpac database.

Salient Features:
Easy interface for Excel Users
The Sage Accpac finder object is in built to pickup and search from Excel Interface

The validation is done by the VBA program before it is saved into Sage Accpac database.

Technical Abilities:
Compatible with Sage ACCPAC ERP version 5.4

Developed the product using Sage ACCPAC SDK utility.

User Friendly interfaces.Supports all databases that Sage ACCPAC ERP supports.

Compatible with Microsoft Excel 2003.

Key Benefits
Save resources time, effort and value.Resources can spend time on analysis, research and think about business development rather spending time on routine tasks.Easy to implement the program without any hassles.

krishnamoorthy@ciglobalsolutions.com (Krish) — Sun, 13 Apr 2008 15:23:00 +0000

DB Dump & Load Scheduler is a unique supporting tool for Sage ACCPAC ERP. The purpose of this tool is to take the database backup and restore. This function is launched either automatically or manually on a single click.

Features
Backup & Restore of multiple ACCPAC databases either automatically or manually on a single click.
The tool has the facility to set for multiple schedules on to take backup & Restore of multiple ACCPAC databases.
The utility has the feature to run integrity check and save the output before running backup.
The DB dump can be scheduled every day end or weekend and so onAudit trail will be produced for each and every backup process.

Techinical Capabilities
Compatible with Sage ACCPAC ERP 5.3 and 5.4
Developed the product using Sage ACCPAC SDK utility.
User Friendly interfaces.Supports all databases that Sage ACCPAC ERP supports

CI.COM - Sage MAS 90 & 200 ERP Development Partner

krishnamoorthy@ciglobalsolutions.com (Krish) — Mon, 07 Jan 2008 11:00:00 +0000

CI.COM offers customization services to MAS 90 & 200 series of Sage's distinguished ERP products. We have got the capablility to customize the ERP in the following aspects

The Customization capability on screen level for all modules using the Custom Office.
Creation of new report and modification of Crystal reports for all modules using Library Master.
Fetch data from MAS90 Database through ODBC using VB.NET.
Import and Export files using Visual Integrator tool.

Commission Tracker Generic Add-on to Sage ERPs

krishnamoorthy@ciglobalsolutions.com (Krish) — Sat, 29 Dec 2007 09:39:00 +0000

Commission Tracker Generic is the unified solution across ERPs . To begin with now Commission Tracker Generic program is portable with Sage Pro ERP latest version. The product supports both native and MS SQL Server backends of Sage Pro ERP.

The Commission Tracker Generic program is ERP independant. The domain model is designed in such a way that it gives information on what each ERP customer really needs. For more information: krishnamoorthy@ciglobalsolutions.com

Mall of components to Sage Accpac ERP 500

krishnamoorthy@ciglobalsolutions.com (Krish) — Fri, 28 Dec 2007 14:33:00 +0000

CI.COM (P) Ltd., leading Developement Partner for Sage Accpac ERP providing customized solutions and developing add-on applications. Our strength is to make your dreams become true.

Currently CI.COM shop add-ons, tools/components, functional upgrades to Sage Accpac ERP 500 users that saves time, money and adds value to Sage Accpac resellers community business.