Accpac Tips & Tricks: Shippable Backorder Report

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

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

“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

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

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

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

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