Time is Running Out - Realize Significant Tax Savings Before Year End

As 2006 draws to a close, calendar year business owners thinking about purchasing equipment for their business should keep in mind some important tax planning tools. You may realize some significant tax savings if the purchase is made before the end of the year. Deducting the cost of the property can provide substantial deductions, reduce your taxable income and increase your cash flow.

Typically, if property for business has a useful life of more than one year, the cost must be spread across several tax years as depreciation with a portion of the cost deducted each year. But there is a way to immediately receive these income tax benefits in one tax year. The provisions of Internal Revenue Code Section 179 allow a sole proprietor, partnership or corporation to fully expense tangible property in the year it is purchased.

Section 179 applies to Off-the-shelf computer software which the IRS defines as:

Off-the-shelf computer software placed in service during the tax year is qualifying property for purposes of the section 179 deduction. This is computer software that is readily available for purchase by the general public, is subject to a nonexclusive license, and has not been substantially modified. It includes any program designed to cause a computer to perform a desired function. However, a database or similar item is not considered computer software unless it is in the public domain and is incidental to the operation of otherwise qualifying software.

Companies who choose to acquire assets through a finance lease may depreciate the asset in the same way they would if they had purchased it outright. If delivered this year, the deduction can be made this year with just one month cash outlay.

Section 179 of the IRS Code is intended to lower the cost of capital asset acquisition for small businesses. The IRS does not define what a small business is, but instead manages this issue through an assumed level of annual capital equipment acquisitions.

• Businesses who place in service $430,000 or less of business or trade-related equipment (the investment limitation) can write off up to $108,000 of that expense (the expense limitation) in each of their tax years beginning in 2006, 2007, 2008 and 2009. Prior to 2003 legislation the total capital investment limitation was just $200,000 and the annual expense limitation was just $25,000. In 2010, unless otherwise legislated by Congress, the expense and investment limits will revert to their pre-2003 levels.

• In any year that a business annual investment in equipment exceeds $430,000, the amount that can be entirely expensed that year will decline in a one-for-one relationship to the total investment made. See illustrations below.

• Section 179 annual investment and expense limits are tied to inflation. Congress has reviewed the limits relative to inflation and made upward adjustments to both limits - about once each year since the 2003 legislation. The current limits, noted above, were set in May 2006 (Tax Increase Prevention and Reconciliation Act).

• The above rules are a tax election; businesses can choose to expense capital acquisition costs using Section 179 deductions AND depreciate any of the remaining cost using MACRS. Or they can simply depreciate the entire cost basis using MACRS and forego the Section 179 deduction.

• Generally, any property that qualifies for MACRS depreciation is eligible property for purposes of Section 179. This would include machinery and equipment, furniture, fixtures and business machines, single-purpose agricultural facilities and vehicles weighing over 14,000 pounds. Also, off-the-shelf computer software is now eligible.

• Equipment must be placed in service during the appropriate tax years, meaning the equipment has been acquired, paid for and is available to the tax payer to be used in the manner in which it was intended. For example, if equipment is paid for in December 2009, but not delivered to the tax payer’s premises until January 2010, it will be considered placed in service during 2010 and will not be eligible.

• Used equipment is eligible for section 179. However, the equipment must be purchased from a third party (equipment that is inherited or purchased from a related entity is not eligible). Also, any equipment purchased by the taxpayer but then sold to a lessor and leased back during the same tax year is not included in the investment limit calculation. So, conceivably, a taxpayer could acquire $1.0 million worth of equipment in 2006, sell and lease-back $600,000 of it before the end of 2006 and then take the Section 179 expense associated with the remaining $400,000 of acquired equipment for which it retains tax ownership.

• If the company’s taxable income is reduced to zero before allowable Section 179 deductions are taken into account, then the deductions can be carried forward indefinitely. Unlike net operating loss carry-forwards, the benefit of these deductions does not expire.

Illustrations

1. Calculating the Expense Allowed:
Assume that ABC taxpayer places $50,000 of qualifying property in service in the tax year beginning in 2006. ABC’s expense election for that year is limited to $50,000. Now assume that ABC taxpayer places $430,000 of qualifying property in service in tax year beginning in 2006. ABC’s expense election for that year is limited to $108,000 (the maximum deduction).

2. Phase-out of Investment Limit for Companies Acquiring More than $430,000 in Equipment:
Assume that XYZ taxpayer placed $500,000 of qualifying property in service in its tax year beginning in 2006. XYZ’s expense election for that year would be limited to $38,000. To calculate, subtract the amount by which actual acquisitions ($500,000) exceed the acquisition limit ($430,000) from the expense limit ($108,000) or: $108,000 ($500,000 - $430,000) = $38,000.

3. Reverting to Prior Rules in 2010:
Assume that in each of its tax years beginning 2006 through 2010, taxpayer GHI places in service $215,000 of qualifying property. For 2006 through 2009, GHI can expense $108,000 per year under Section 179. For 2010, GHI’s expense election is limited to $10,000. To calculate, subtract the amount by which actual acquisitions ($215,000) exceed the old acquisition limit ($200,000) from the old expense limit ($25,000) or: $25,000 ($215,000 - $200,000) = $10,000.

Conclusion

The tax tip explains the process for using Section 179 to fully expense certain business expenses immediately instead of depreciating them across a period of several years.

NOTE:

The technical information here is necessarily brief. No final conclusion on these topics should be drawn without further review and consultation. Please consult with your tax advisors to determine how you can take advantage of the Section 179 tax savings this year

Analyzing Performance in Your Business – Wise Up To Business Intelligence

Mid-market companies have moved well past automating their accounting processes and have increasingly focused more attention on automating and streamlining operational processes. The reason is clear; operational efficiency drives costs out of the business, can improve customer service, increase productive capacity and result in higher margins.

Software vendors have responded by adding functionality to their existing suite of applications and offering “end-to-end” solutions that integrate all facets of a business from the warehouse to the web-store. As with most solutions in life, they solve one or more problems but end up creating other problems. In this case, the problem is what to do with all of the data these integrated solutions are gathering, recording and storing in your company’s database?

This problem is not a new challenge for businesses. Fortune 500 companies have been dealing with this issue for decades. Until recently, however, they were the only companies who could afford to deal with the problem of managing all of the data their business systems were accumulating.

If you have heard the terms Online Analytical Processing (OLAP), Business Intelligence (BI), Dashboards, Executive Information Systems (EIS) then you have heard about this problem before. All of these terms refer to various attempts by software vendors to help management and decision makers make sense of all the data their systems hold. But it came at a price. Most implementations would range from hundreds of thousands of dollars to millions of dollars.

That’s why when the CEO of a mid-market business hears about the latest reporting tools, they generally ask about price first. It’s not that they aren’t looking for a solution. Most CEO’s and Managers are fully engaged and want to know more when the topic of reporting and business analysis is raised. It’s that there hasn’t been a viable cost benefit out there for the mid-market business until recently. Cost not only includes software licensing but also a solution that does not require a lot of technical back-end work.

At first glance, it might seem that only enterprises with deep pockets would be spending their cash on Business Intelligence (BI) solutions, but that’s not the case. Truth is, midmarket players are dipping their toes – albeit tentatively – into the BI waters. Research firm Gartner values the market at $2.5 Billion for new license revenue in 2006 which is a 6.2 percent increase over the previous year. Researchers expect the market to climb to $3 billion by 2009. So obviously something has changed in the BI market.

Business Intelligence has traditionally been defined by the needs of larger companies who wanted “toolset” products that had to be configured and integrated with a reporting solution by programmers. A midmarket company has similar requirements but needs a solution with technology more accessible to the average user so the cost of engineering the solution can be taken out of the system.

There are only a finite number of business activities and ways of measuring them. The goal in improving the cost benefit ratio of implementing a business intelligence tool for a mid-market business is to enable a business consultant or analyst who isn’t a software developer to implement a full solution without going back to the developer for program changes.

This is what Information Manager for SAGE Accpac ERP has been designed to do. It allows consultants to create complex data structures within your Accpac database (called Infoset Codes) and generate a “data cube” for multidimensional analysis of your business at the push of a button. The “Analyser” as it is called, creates the database query necessary to pull the data into the “cube” without the user having to know how to structure these queries. Once generated the “data cube” can be saved for future reference.

The Infoset Codes can also be dynamically linked to Excel with read and write (budget data only) capability between Excel and Accpac or report writers, such as Crystal Reports, which comes standard with SAGE Accpac ERP.

Not only does Information Manager assist in analyzing your business but it has been used to great effect by organizations that budget at a divisional level. Budgets can be created in Excel and sent out to divisional managers for their input. These budget templates are then sent back to the central office, aggregated in Excel to a consolidated budget sheet and written directly into the Accpac database to update budget amounts for the current year.

Information Manager works with the Optional Fields module of Accpac to store and budget against any other data you want to add to your reports. Metrics can be created to measure Sales by Employee, Revenue or Rent Expense per Square Foot, and any other key variable that determines success in your business.

Because Information Manager holds the data right in the Accpac database, all of your back up routines and security measures accrue to this data as well.

If you are a mid-market business looking for a cost effective way to add some intelligence to your SAGE Accpac ERP system, Information Manager makes analyzing your business easy.

Desktop Favorites Now In Sage Pro ERP

One of the newest and nicest features in Sage Pro ERP is the ability to have access to favorite screens directly on the Sage Pro ERP desktop.

The concept is very similar to having “Favorites” in Internet Explorer. In Internet Explorer, these are the places that are frequented by a user. By setting these internet addresses up as “Favorites”, it makes it easy to get to the website. In a similar way, in Sage Pro ERP, “Favorites” are screens that are used on a regular basis by a user and, by setting the screens as favorites, it makes them easy to access.

There are a couple of reasons why Favorites were so important to include in Sage Pro ERP. The first reason is that users have been asking for something like this. Favorites also give the user another layer of flexibility as to the setup of their desktop. Additionally, perhaps most importantly, Favorites make it easier for people to do their tasks and inquiries within Sage Pro ERP.

1.This is the screen before any favorites have been added.

Once security is established, Favorites are very easy to setup.

2. While the user is in the screen that they want added to their Favorites, they simply clicks on the Favorites toolbar and selects Add.

3.The user selects Apply, and then Close.

4.It is now added to their Favorites listing and shows on their desktop.

Favorites can be set up for each individual user and are module independent. A user can access any screen on the Favorites list from within any module.

For example, a user is entering a sales order and wants to check some information for an Accounts Payable vendor. If the Vendor File Maintenance screen is set as a favorite, they can simply click on the Vendor File Maintenance favorite while still in sales orders. Prior to having Favorites, the user would have to finish entering the sales order, then go to the Accounts Payable module, and then go to the Vendor File Maintenance screen. Now, the user no longer needs to close Sales Orders and go into Accounts Payable, they can access the information about the vendor from the Favorites listing within the Sales Order module.

5.As shown above, the Vendor Maintenance is open as is the Order Entry screen.

In Sage Pro ERP 7.3b and earlier versions that have the Favorites option, there are only a few drawbacks to Favorites. The first one is that reports can not be set up to be Favorites. Secondly, the data drillers can not be Favorites. With the release of Sage Pro ERP 7.4, both reports and data drillers can now be Favorites.

The System Administrator can decide if a user has the ability to set up his/her Favorites by giving the user the rights to it.

A user can have as many favorites as the desktop real estate will allow.

IT Contingency Planning – Top Ten List

Information technology (IT) is a vital element in most business processes. Because IT resources are so essential to an organization’s success, it is critical that the services provided by these systems are able to operate effectively without excessive interruption. Contingency planning supports this requirement by establishing thorough plans and procedures and technical measures that can enable a system to be recovered quickly and effectively following a service disruption or disaster. The Top Ten List below outlines some key items for consideration as you develop your own IT Contingency Plan.

1. Inventory systems and applications in use.

2. Analyze business impact and determine Recovery Time Objectives (RTO) and Service Level Requirements (SLR) for:
a. Computer equipment
b. Network/communications equipment
c. Applications and data
d. Personnel

3. Develop a recovery strategy.

4. Document the recovery team, responsibilities and contact information.

5. Develop and document procedures for:
a. Preparedness
b. Emergency Response
c. Training and plan maintenance

6. Document a communications plan.

7. Develop a test plan and execute it regularly.

8. Train staff and practice on scheduled basis.

9. Acquire and stock equipment “spares” and software or predetermine and document where these items can be obtained in an emergency.

10. Review and revise the plan annually.

More information and resources on Business Continuity and Disaster Recovery Planning can be found at:

http://www.ready.gov/business/index.html

Axis Integrated Solutions has partnered with CoreVault to bring our clients an automated off-site data backup and recovery solution to help you address this important element in a solid contingency plan. CoreVault’s software, privately owned fiber optic network, private data centers, dual vaults, and word class customer support allow CoreVault to provide reliable and easy-to-use solutions to meet businesses’ growing data management needs. In addition, CoreVault’s backup solutions can ensure compliance with state and federal regulations, while providing a true disaster recovery solution for your business.

Take advantage of a 30 day risk free trial to experience how CoreVault Secure™ can enhance your data protection processes. To find out more about how to get started protecting your data today, contact Manny Buigas at manny.buigas@axisintegratedsolutions.com or call (305) 418-9440.

A Closer Look at Zero Tolerance Policies

Many companies are introducing zero tolerance policies in the workplace today. They start with simple concepts such as the banning of weapons and drug possession at the workplace, on company property or at corporate functions. Their objective is to protect the company’s greatest assets, its employees! As HR initiatives continue to evolve, company policies are amended to include items such as, misappropriation of company property, unauthorized expenses and unauthorized use of email, internet use including web surfing, music sharing and the latest crazes, instant messaging and blogging.

Janet Parker, chair delegate of the Society of Human Resource Management is quoted in the November 2006 Harvard Business Review magazine “most people feel more comfortable when they know what the guidelines are, we work with our legal department to set boundaries for acceptable behavior, and we let our employees know the consequences of ignoring them. But we intend them to be just guidelines, it’s impossible to spell out every type of situation that might come up, human relations aren’t as cut-and dried as that. I’ve know managers that are not comfortable working in gray areas or having difficult conversations, and they want HR to give them a script to follow.”

Corporations and owners should consider needless costs that can be created with zero tolerance polices and should consider providing managers with leeway for decision making where the employees, are not placed at risk. Imagine the costs that could be incurred by zero tolerance policy if key employees, especially skilled professionals, where quickly dismissed for mind sharing or seeking knowledge through the internet to gain answers to outstanding issues that reside at a corporation. The cost could mount into the ten’s of thousands of dollars to replace skilled individuals when you take into consideration the advertisement costs, recruiter and profiling fees, training expenses and training time, and the productivity drain on the organization during the search and ramp up time. Additionally, some policies can halt creativity and innovative thinking of employees.

Corporate policies are important as they establish the foundation in which employees work and function. Human resource managers should review zero tolerance policies in place at their organizations today and weigh the cost/benefit of these policies. Once policies are adopted and acted upon within an organization, a standard is set. In an effort to avoid unfair termination discrimination suits from formerly dismissed employees under these policies, legal counsel should review any policy changes or adoptions. In conclusion, organizations should design policies which provide a structured environment that encourages employee innovation and high performance. Policies should not be designed to catch employees misbehaving or in bad acts.

If your corporation would like assistance or guidance with corporate policy review, please contact Axis Integrated Solutions at your earliest convenience and a trusted business advisor will be assign to your account to assist your company in its journey for success.

Frequently Asked Questions

Q – Can a default inventory location be specified for a Customer so goods are always shipped from the nearest warehouse location?

A – Yes. In Sage Accpac ERP version 5.4 a new Inventory Location field has been added on the Accounts Receivable Customer Invoice Tab. Enter a location in this field and when entering an Order Entry Order, the Location will be automatically defaulted to the location specified in the Customer form.

1. Specify the Inventory Location on the Invoicing Tab of the Customer form.

2. When entering an Order Entry Order for that customer, the location is automatically defaulted to the same location specified in the Customer form.

Q – Is there a way to specify whether or not an item is sellable on an Order Entry Order?

A – Yes. In Sage Accpac ERP version 5.4 a new Sellable option is available in the Inventory Control Items form. This lets you separate items used in Bills of Material or items used by consultants or construction crews from your retail inventory.

If this option is unchecked, the item cannot be selected when entering an Order Entry Order.

Q - Can I Test Password Security?

A – Yes, you can set strength tests which are invoked whenever a user changes their password. You can set three levels of strength test, for Administrators, Info Managers, and Ordinary Users. To set a password strength test:

1. Select Administration | Users | User Configuration.
2. Click on the Password Security Options tab. Click on the hyperlink of the strength test profile you wish to set up. When the minimum password length is greater than zero, the checkboxes below are available for selection.
a. Requires Complex Password – requires the password to contain a character from at least three character sets. The sets being uppercase, lowercase, numbers, and other characters.
b. Check User Name – checks that the password does not match the User Name.
c. Strong Logon ID – checks that the password does not match the reverse of the user name, or the user name with common substitutions.
3. Select the Save button.

Q - How do I get my Saved Searches to display on a Dashboard?

A – Saved searches created by you can be displayed on your dashboards. You can also display a summary count of all saved searches.

For example, you frequently work with companies in the New York area, and have already created a Saved Search called Companies in New York.

To add this saved search to one of your Dashboards:

1. Select My CRM | Dashboard | Modify Dashboard. Select Saved Searches from the Filter By drop-down.
A list of Available Dashboard Content is displayed, including the Saved Search you created. Select the Add button to add this to your Dashboard. You can also add the Saved Search Summary item to show a count of all Saved Searches.
Select the Save button.
2. The Saved Search list is displayed on the Dashboard page. The list displays the first ten records.
Click on the View All link to view the rest of the list.

Q - How do I configure the Default Warehouse Location for a Workstation?

A - Sometimes, it is beneficial to coordinate a workstation with a specific warehouse location. This would allow a workstation in geographical location “C” to always default to location “C” for inventory transactions.

To setup a workstation location default do the following:

1. Logon to a Sage Pro company as an administrator.
2. Click the Maintain menu, point to Setup, and click System Installation.
3. In the System Installation screen, click Edit.
4. Select Workstation Required.
5. Click Exit.
6. Click Maintain, point to Setup, and click Workstations.
7. Select the desired workstation ID from the picklist.
8. Click Edit.
9. In the location field, type the desired location name.
10. Click Save and click Exit.
11. Logoff and logon again.

Create a sales order on that workstation identified in the steps above and note that a default location is now assigned.

Q - Why Is the Ship-to Record Not Moving to ARYADR Table?

A - When an invoice is created for a customer with the ship-to address used instead of the default billing address for the customer and the period is closed in Accounts Receivable while the invoice is still unpaid and open, the ship-to record in the ARADDR table may not move to ARYADR.

Important
Open invoices in ARMAST will get copied to the ARYMST table at period close. These records will be marked with and 'X' in the ARMAST.Currhist and ARYMST.Currhist fields.
The ship-to records in the ARADDR table are not removed until the invoice has been completely paid. A credit or payment needs to be applied to the invoice before the period is closed.
Once the invoice has been paid in full, the next period close will perform the following functions:

• The invoice record in ARMAST will be removed.
• The invoice record in ARYMST will have the 'X' removed from the Currhist field.
• The ARADDR Ship-to record will be copied to ARYADR.
• The ARADDR Ship-to record will be removed.

Important
At period close, the invoice record in ARMAST is not removed if there is a partial payment to the invoice. Only invoices that are completely paid are removed from the ARMAST table.

Tool of the Month

An Introduction to the Sage Accpac ERP Database Utilities

As you may or may not be aware, Sage Accpac ERP includes three important database utilities that you need to be aware of. These 3 utilities are called:

• Database Dump or DBDUMP
• Database Load or DBLOAD
• Database Copy or DBCOPY

The DBDUMP utility is used to provide you with a convenient format for storing database backups (because the extracted data format is smaller than a full database).

The DBLOAD utility is used to “load” the “dumped” data into an Accpac database. When used in conjunction with the DBDUMP, the DBLOAD can be used to copy a database from one storage location to another or allow you to create a new Accpac company with the identical copy of data from the “Live” system for training or testing purposes. You can use these tools to create a development environment for testing reports, customizations, or new business processes.

In addition to the portability function of the DBDUMP and DBLOAD process, extracting (dumping) the data and then reloading the data into a database frees up the empty space left after removing transaction details or other history, resulting in a smaller database.

In addition to weekly or more frequent data integrity checks, databases should be dumped and loaded at least once of month allowing for the data to be “re-indexed” and the data dictionary to be refreshed. One of the benefits of doing a DBLOAD is that the utility recreates all of the indexes in the data tables. Though discussed later in this article, it is necessary to make sure a very recent working backup of the data exists prior to starting a DBLOAD. Because the first step in the DBLOAD process is to remove all of the existing data from the database, it is important for you to have a backup that can be restored easily if something were to happen during the load process.

The DBCOPY utility copies data directly between two databases without creating an interim, extracted dataset. This utility lets you copy data between Pervasive and SQL Server databases (if you have both versions of the System Manager). If the Test or Training company is going to reside on the same server as your “Live” data, you can “Copy” the data from the “Live” database ID to the “Test” database ID making sure you select the right Source ID and the right Target ID. If you so desire, you can also change a database's ID by copying it to a new database with the desired database ID and then deleting the original database.

***Note: Please make sure there are NO users currently accessing Accpac when using these utilities ***

You can start Database Dump and the Database Load from either the Accpac Web desktop, the client/server Accpac desktop or from the Windows/Start menu. Database Copy can only be accessed from the Windows/Start menu.

Using Database Dump

Database Dump extracts data from an Accpac database. The data can then be stored or loaded into an Accpac database (in Pervasive or Microsoft SQL Server format -- depending on your version of System Manager).

You can start Database Dump from the Accpac Web desktop, or from the Windows/Start menu.

Running DBDUMP from the Windows/Start Menu

1. From the Windows Start Menu, choose Programs, then choose Accpac, then Tools, and then click Database Dump.

2. If asked for a password, type the ADMIN password for Accpac, and then click Close to exit from the message.

3. Select the database whose data you want to extract. (Database Dump finds the database list from the SharedData entry in the Windows registry.)

4. Choose the Set Directory button, and then enter the folder where you want to put the extracted data files (called datasets). Database Dump creates a control file with filename extension ".DCT" in the folder you specify, and puts the actual extracted data in a subfolder of the same name as the DCT. The default location of the folder is \\ACCPAC\Runtime.


5. The name of the control file is the database ID with the ".DCT" extension.
Note: When storing extracted data you must retain both the control file and its associated subfolder.

6. Choose the Dump button to proceed.

Running DBDUMP From the Accpac Web Desktop

1. Click the Database Dump icon

2. Select a database from the list in the Database field.

3. Type a path in the Dataset Directory, or click Browse to choose the path.

4. Type a description in the Description field.

5. Click the Dump button, and then click Close.

Using Database Load

Database Load takes a dataset (extracted data) and loads it into an Accpac database. Any data already in the database will be deleted.

Note: You must create the target database and register it for use with Accpac's Database Setup program before using Database Load.

You can start Database Load from the Accpac Web desktop, or from the Windows/Start menu.

***IMPORTANT: Make sure a recent backup of the data exists prior to starting a DBLOAD. Depending on your database, your Company data and System data will be located in the \Program Files\ACCPAC\Data\ companydatabaseID and \Program Files\ACCPAC\Data\systemdatabaseID folders or in the default location of your particular database software (i.e. MS-SQL, Oracle, or DB2). If you have any questions or need assistance regarding backing up your Accpac data and shared data folders, please contact your consultant to assist you.***

Running Database Load from the Windows/Start Menu

1. From the Windows Start Menu, choose Programs, then choose Accpac, then Tools, and then click Database Load.

2. If you are asked for a password, type the ADMIN password for Accpac, and then click OK to exit the message.

3. Choose the Set Directory button, and then enter the folder containing the .DCT file for the extracted data you want to load. (The .DCT file is a control file. The actual extracted data is in a subfolder of the same name as the DCT file.)

4. Select the first dataset that you want to load, and then choose the Next button.
The load utility will allow you to select, in turn, each of the datasets you want to load (for example, the company and the system datasets).
Remember that each Accpac company database is paired to a system database. (You can load the databases in any order.)

5. Select the empty database that you created for the dataset you selected in the first window.
Then choose the Next button. Make sure you select the correct database.
The Load Database utility will delete all existing tables in the database you select before loading the extracted data. It will replace an existing database.

6. Check the data and destination list in the final window.
a. To specify another dataset for loading, choose the Next button. Then follow steps 4 and 5 to specify the dataset.

b. To load the datasets that are in the list, choose the Finish button.
c. Database Load starts to load the dataset into the target database.
d. If the target database already contains data, Database Load displays a message asking if it should overwrite the existing data. Check that you are loading the data into the correct location, then choose OK or Cancel.

7. When the loading is finished, click OK to finish.

Running DBLOAD from the Accpac Web desktop

***Note: Please make sure there are NO other users currently accessing Accpac when using these utilities ***
***Warning: You cannot “load” into a database that you are logged into***

1. Click the Database Load icon.

2. Select a database from the list in the Database field.

3. Type a path in the Dataset Directory, or click Browse to choose the path.

4. Choose a Dataset from the drop-down list in the Dataset field.

5. Click the Load button, and then click Close.

Using Database Copy

Database Copy copies the contents of one database to another database without creating an interim extracted dataset. This allows you to copy data between Pervasive.SQL and Microsoft SQL Server databases.

Note:

• You must create the target database and register it for use with Accpac's Database Setup program before using Database Copy.
• All data already in the target database will be deleted.

To run Database Copy:

***Note: Please make sure there are NO users currently accessing Accpac when using these utilities ***

1. From the Windows Start Menu, choose ACCPAC - Tools - Database Copy.

2. Type the ADMIN password for Accpac, and then click OK.

3. Select the database that you want to copy, and then click Next. (DBCOPY finds the database list from the SharedData entry in the Windows registry.)

4. Select the target database, and then click Next.

Database Copy lists all databases of the same type (that is, system or company) except for the source database.

5. On the final screen (Copy Database), check that the source and target databases have been specified correctly, and then click Finish. Click Yes on the Confirmation window

If you have any questions or need additional assistance, please contact your AXIS consultant or email us at info@axisintegratedsoltions.com for more information.