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Sage 300 Customization: Enhancing Efficiency with TaiRox Tools

Discover the power of professional customization for Sage 300 ERP with TaiRox Productivity Tools and Orchid Extender. Learn about over 100 customizations, embracing advanced techniques, integrations, and data manipulation. Enhance your Sage 300 experience now!

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Sage 300 Customization: Enhancing Efficiency with TaiRox Tools

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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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