Productivity Tools for Large Databases - Fast and Efficient Solutions

1. Pre-Conference TrainingDemonstrationsTaiRox Productivity Tools Don Thomson, CEO

2. Areas of Focus • Lots of Companies • Lots of Transactions • Fast Tools for Large Databases

3. Areas of Focus • Lots of Companies • Lots of Transactions • Fast Tools for Large Databases • TPT: Finding the Right Data, Quickly

4. Names of Programs • Extended • Means the program “takes over” a Sage 300 UI • Complete, Delete, Update, Ship, Invoice • Means the program performs hundreds of operations • Other • Typically means improved process management

5. 35 Tools • Complete Orders • Complete Purchase Orders • Complete Zero Receipts • Delete Orders • Delete Quotes • Delete Purchase Orders • Delete Items • Update Orders • Update Shipments • Update Purchase Orders • Ship Orders • Invoice Shipments • Vendor Inquiry!!! • Apply Documents!!! • Accounting Status • Mass Billing • Stock Reorder • Mail Merge • User Management • Fix Item Valuation Errors • Set Recurring Dates • Sync Timecards • Extended G/L Accounts • Extended G/L Segment Codes • Extended G/L Account Groups • Extended Fiscal Calendar • Extended Create New Year • Extended Inventory Items* • Extended I/C Segment Codes • Extended Item Pricing • Extended Customers* • Extended Vendors* • Extended PO Entry • Extended Order Entry • Extended Shipment Entry

6. Extended G/L Accounts – Training Details

7. Extended G/L Accounts – Notes • Uses Sage 300 objects for source and destination copying • Requires 2 Lanpaks • No operation will copy balances • Operations • Insert Only – safe • Update Account Description Only – safe • Full Update – merges optional fields, will change account type, etc.

8. Extended: Copying • Extended G/L Accounts • Extended G/L Segment Codes • Extended G/L Accounts Groups • Extended Fiscal Calendar • Extended Create New Year • Extended Inventory Items* • Extended I/C Segment Codes • Extended Item Pricing • Extended Customers* • Extended Vendors*

9. Extended Inventory Items – Training Details

10. Extended Inventory Items – Notes • Sage 300 will delete an item referenced in old orders • Consider third party modules • Consider integration with external systems • Look at the Delete Items tool • Standard practice: merge to a generic unused item

11. Extended Customers – Training Details

12. Extended Vendors – Training Details

13. Extended: No Copying • Extended PO Entry • Extended Order Entry • Extended Shipment Entry

14. Extended PO Entry – Training Details

15. Extended Order Entry – Training Details

16. Clean Up & Catch Up • Catch Up • Update Orders • Update Shipments • Update Purchase Orders • Ship Orders • Invoice Shipments • Clean Up • Complete Orders • Complete Purchase Orders • Complete Zero Receipts • Delete Orders • Delete Quotes • Delete Purchase Orders • Delete Items

17. Clean Up – Complete Orders

18. Catch Up – Update Orders

19. Update Orders – Notes • Apply to: • All items • A specific item • A specified list of items • Operations: • Update a kit number • Update a BOM number • Update an expected ship date • Update item prices • Substitute one item for another • Options: • Price approval overrides • Update header expected ship date • Retain existing line item price • Don’t mess with partially shipped orders

20. Managing Processes • Vendor Inquiry!!! • Apply Documents!!! • Accounting Status • Stock Reorder • Mass Billing • Mail Merge • User Management

21. Purchasing – Vendor Inquiry

22. Matching Payments – Apply Documents

23. Accounting Status

24. Stock Reorder

25. Data Repair • Fix Item Valuation Errors • Set Recurring Dates • Sync Timecards

26. 35 Tools • Complete Orders • Complete Purchase Orders • Complete Zero Receipts • Delete Orders • Delete Quotes • Delete Purchase Orders • Delete Items • Update Orders • Update Shipments • Update Purchase Orders • Ship Orders • Invoice Shipments • Vendor Inquiry!!! • Apply Documents!!! • Accounting Status • Mass Billing • Stock Reorder • Mail Merge • User Management • Fix Item Valuation Errors • Set Recurring Dates • Sync Timecards • Extended G/L Accounts • Extended G/L Segment Codes • Extended G/L Account Groups • Extended Fiscal Calendar • Extended Create New Year • Extended Inventory Items* • Extended I/C Segment Codes • Extended Item Pricing • Extended Customers* • Extended Vendors* • Extended PO Entry • Extended Order Entry • Extended Shipment Entry

27. Hiding Tools – With or Without Security

28. Questions ?