If you’re in customer service or accounts receivable, we know there are certain parts of your job that cause headaches. While we know you love your job, we also know you would love to alleviate just a few of those daily pain points. So, we’re playing doctor for the day to give you a prescription that’ll help you get through your day-to-day tasks, without ibuprofen.
As a Sage business partner, we are noticing that as users become more technologically savvy, they want to create their own Sage 300 custom reports and pull data into Excel for analysis. The roadblock that these users encounter is, “Which tables and which fields do I need?” This question can be so overwhelming that some users give up. What most users don’t realize is that Sage gives us the tool we need to determine the right tables and fields to use. That tool is installed with Sage 300 (formerly known as Accpac) and is readily available — if you just know where to look.
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At our last Sage 300 User Group meeting, someone asked a question about speeding up the entry of AP invoices. I found that no one in the group was familiar with the little used feature that could help, so I thought a blog post might be in order to share with others. The question was, "When entering an invoice in Accounts Payable that has multiple detail lines, I often want the description of each line to be the same. Is there an easy way to do this? Right now I'm copying and pasting. There must be a faster way." There were nods from everyone in the room. There MUST be a faster way. Indeed there is. It's hidden, but it's there.
If you own accounting software or an enterprise resource planning (ERP) system, or even a CRM system, chances are you pay an annual support or maintenance fee to the software developer. This fee can be anywhere between 15 and 25% of the suggested retail price.
One of my favorite movies is “Cool Hand Luke” and one of its greatest lines is “What we have here is a failure to communicate.” We’ve all experienced communication failures, but if you’ve ever used tech support of any kind, it’s almost a given.
You have an ERP system in place. You’ve invested a lot of money into that system and it should do everything you want it to do right? Not necessarily.