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Sage 300 Customization

Sage 300 Customization. Don Thomson, CEO, Accpac Founder. Customization Topics. Embracing Customization Professional Customization TaiRox Productivity Tools and Orchid Extender 100+ Customizations: Some Examples. Embracing Customization. Sage 300 Third Party Products Fill Many Gaps

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Sage 300 Customization

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  1. Sage 300 Customization Don Thomson, CEO, Accpac Founder

  2. Customization Topics • Embracing Customization • Professional Customization • TaiRox Productivity Tools and Orchid Extender • 100+ Customizations: Some Examples

  3. Embracing Customization • Sage 300 Third Party Products Fill Many Gaps • Retain Your Largest Sage 300 Customers • Sometimes product compromises are not enough • Compete in The Sub-Enterprise ERP Niche • Having a $10,000 customization budget

  4. Professional Customization • Formal Processes • Version Control • Build Environments • Software Change Process • Save $: Extended Processing • SDK Module, XK Product Prefix, Data Activation • Built-In Sage 300 Security, Logging, Exception Handling • Techniques Work for Sage 5.6 through to 2019 • Save $: A Customization can be a Product Feature

  5. TaiRox Productivity Tools and Orchid Extender Work Together to Extend Sage 300 Functions

  6. Strangest Customization?

  7. Most Obvious Benefit?

  8. Integrations • Pick-Up or Drop-Off Spreadsheets to Network or Web • Import A/R Invoices, A/P Expenses • Import Orders (shipped, invoiced) from Web Store • Export T4A / T5018 Data to CRA • Export Payment Batches to Visa, MasterCard, Amex • Automate UPS WorldShip Invoicing • Download Rates for Oracle Financials • Maintain Canadian WCB Tables • Create A/R Invoices from Work Order System • Amazon, Build Plans, Contract Manufacturers, Warehouses

  9. Halt! • Restrict O/E to One Location per User • Force O/E Entry of Optional Field (on main form) • Stop Allocation of Serial Numbers (Ship All) • Enable Multiple System Generated Payment Batches

  10. Manipulate Data • Fast G/L Account Code Change (500Gb Companies) • Transfer Inventory from Stub Manufacturing Company • Multi-Company G/L Trial Balance, Transaction Listing • Update Purchase Order Costs by Either 80% or 100% • Calculate Norming Asset Amortization At Transaction Date • A/R Receipts: Allow Discounts Beyond the Discount Date • Substitute Customer on an Order • Recreate Accidentally Deleted Data Tables • Create SQL Queries on GLPOST for Auditors • Create "Available to Sell" Spreadsheet

  11. Parking Log Management

  12. Traffic Control Dispatch

  13. More About TaiRox Customization https://www.tairox.com/customizations-for-sage-300-erp-accpac.html https://www.tairox.com/news/2019/tpac-2019-handouts.html

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