Frequently Asked Questions
|Sage Accpac ERP|
Q – How can I print the total Accounts Payable invoice amount for a certain vendor or the total Accounts Receivable invoice amount for a certain customer in the last fiscal period?
A – Beginning with Accpac version 5.3, a From Year/Period field was added to the Accounts Payable Vendor Transaction and Accounts Receivable Customer Transaction Reports. You can now print a list of any transaction by a fiscal period range.
Q – When setting up my Contract Pricing in Inventory Control, can I enter the specific starting and ending dates for the customer contract?
A – Previously, you have only been able to designate an ending date. Beginning with Sage Accpac ERP version 5.3, a start date field is available when setting up contract pricing as seen below. For example, you may set up the contract pricing right away even if the contract does not start until the beginning of next month.
|Sage Accpac CRM|
Q - We have set up Key Attributes, which have been linked to an Outbound Call list in order to collect additional data and would like to be able to view data collected.
However, the reporting feature in Sage CRM cannot display the information related to the Outbound Call and the custom Key Attribute data collected.
A - Because the standard report 'Source View' does not contain views that pull Outbound call list information, you will need to create a new database view and make it available for reporting.
If you are interested, please contact your AXIS Solution Provider or see your CRM administrator for further information.
Q – Is there a way to allow all users from different Territory levels to view all Meeting Room bookings?
A - Meeting rooms are setup in CRM in the Users area as “Resource” user. Resource users do not consume a license and therefore, they cannot be logged into the system like a regular user can.
This function involves the setup of a new Team and Territory so that all users from different Territories are able to view the meeting room bookings under the Team CRM area.
For this example, a Team called “Resource” is created as well as Territory called “ResourceTerr” is created.
The “Resource” Team is assigned to users who should see the meeting room bookings in order to be able to select Team: Resource from the Team CRM area. This is setup under the Display Team.
In order for other people from different Territories to see the Meeting room bookings, users need to be given rights to see Communication records that are setup under the “ResourceTerr” territory.
This permission can be setup to each User individually or to a Profile.
Setting Permission for Individual Users to see ‘ResourceTerr’ territory:
Setting Permission for a Profile to see ‘ResourceTerr’ territory:
This setting will allow users to see bookings that may have been created in the system whether the user is the assigned user or not the assigned user and whether they are or not in the same Territory.
When booking the meeting room using this setup, keep in mind that other users will be able to see the details of your appointment. This being said, if there are details about this booking that you do not want to share with other Users, it is suggested that you record the confidential details under a different appointment where other Users will not be able to see the details.
When booking a meeting room, make sure the following are selected:
To view all meeting room bookings, go to Team CRM > Calendar/Task tab, and select “Resource” from the Team CRM for: drop-down box.
|Sage Pro ERP|
Q - Why is the performance of Accpac Pro so slow when logging on?
A- After entering the login ID and password, it may take an unusually long time to launch the program, but this issue does not occur when attempting the same process in another network environment.
When Sage Pro is launched, it will access the Printer folder of the machine accessing it to determine if a PDF driver is installed. This allows the PDF option to appear when printing in Sage Pro. If there is an obsolete or corrupt network printer driver in the Printer folder, the operating system may attempt to search the network for a connection that does not exist. This will cause the delay when updating Sage Pro.
Removing the problem printer driver may resolve the issue.
Q - What is the message “Error 55: Memory variable file is invalid" that appears when opening a transaction screen?
This error is caused by corruption in the FLDARY memo field for a record in the SYCPATH table.
To resolve the issue, identify the record containing corrupted data in SYCPATH.Fldary and clear the contents in the field. Clearing the contents in this field for all records could be a quicker resolution. It will be repopulated with the correct memory variables (arrays) when the transaction screen is reopened.
Note: Data edits should only be done by an Accpac 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.
Q - What is the purpose of SOHSHP and SODSHP Tables in Order Entry?
A - The SOHSHP and SODSHP tables are used to track shipments that have been deferred for invoicing. When the period is closed, all records from these tables are cleared. If there are records in these tables that have not been invoiced, a dialog box appears upon closing that warns of uninvoiced shipments and allows the option to continue with the close or cancel. If the period close is continued, all invoiced and uninvoiced records are cleared.
Note: Although these records are cleared from these tables, they may still be invoiced in Accounts Receivable through Invoice SO Shipments.
|Sage Accpac HR|
Q - How do I let my supervisors view their direct report’s information?
A - First of all, you have to designate supervisors in HR. To do that, you need to designate an employee as a Supervisor; you can do it from the Job tab. Click Setup Supervisors to access this window.
This window shows a list of all employees in your company. As you highlight each name, choose Yes or No at the bottom of the window. The Supervisor column will show the results.
There is also the number of immediate subordinates for the highlighted name showing below the Supervisor selection section. This number will change as you change the highlighted name.
You can also print a list of the subordinates of each supervisor by clicking Print Subordinate List.. The list will print for the highlighted name. Click OK when you have finished designating the supervisors.
After designating supervisors, create a role in Setup Manager, Security and License using one of the two supervisor roles:
Then determine what areas you’d like the supervisor to access. This is especially useful for performance reviews and documenting conversations with employees.
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