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How to Manage Requests for Quotes in Sage 300 ERP and Sage CRM

by Sheila Zhang

I have been working on a project that the customer requested the ability to manage requests for quotations in Sage CRM and Sage 300 ERP. The Sage 300 ERP system has a function called Requisition in Purchase Orders module. You can create a requisition of an item without vendor and unit price information. You may need to invite your suppliers to bid on specific products or services....
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On August 1, 2013 in General, Success Stories by MichelleComment 0
Tagged With: email, Sage CRM, supplier, quotation, Sage 300 ERP / 3069 Views

Sage Summit 2013

by Kristi Feng

I very much enjoyed last week at Sage Summit. Thanks to everyone who came to our booth, I’m glad I got to meet all my friends there.

During the keynote session, we saw how the Sage mobile application works. Users can speak to their mobile phone with partial information and ERP data can be pull up instantly.  

The data for this mobile application is from the Sage Data C...
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On July 31, 2013 in General by MichelleComment 0
Tagged With: Sage Data Cloud, Sage Mobile App, Sage 300 ERP, Sage Summit / 1948 Views

Integrating POs through Three Programs

By Jacky Xu

Last month we got a new request for a custom project for Accu-Dart. The client wants to keep temporary PO information before creating a Sage 300 ERP PO receipt and keep some POs to the same group. Then, they want to call the group number a control number. And these functions need to integrate with another system that will create PO information, after the other system fills the data to...
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On July 30, 2013 in Development, Integration, Success Stories by MichelleComment 0
Tagged With: Accpac, Accu-Dart, integration, PO, Sage 300 ERP / 2630 Views

FIFO/LIFO Costing in Sage 300 ERP Inventory Control

By Hrayr Galoyan

Sage 300 ERP has a very strong inventory control module, with different costing methods supported. Here’s how the FIFO (First In First Out) and LIFO (Last In First Out) costing methods are handled with Sage 300 ERP. Knowing internal mechanics helps if you even need to write a custom report and an application that should handle FIFO/LIFO costing.

Start by creating a new loc...
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On July 29, 2013 in General by MichelleComment 0
Tagged With: Accpac, LIFO, Sage 300 ERP, FIFO, inventory, inventory costing / 5330 Views

How CodePartners Develops an Export Program

by Sheila Zhang
Exporting data in Sage 300 ERP to some formatted files is a common request in Sage 300 ERP development. The export program can be very simple -- just a couple of hours work -- or be a highly functional program with multiple extra features.
Recently, we finished a project with some value-added functions. The client decided to implement the SAP system for their accounting modules, bu...
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On July 22, 2013 in Development, Success Stories by MichelleComment 0
Tagged With: SAP, Expoert, Project Development, Sage 300 ERP / 1300 Views

No More Stuck Sessions for Non-SDK Programs with Sage 300 ERP 2014

By Kristi Feng
Sage 300 ERP provides COM API to allow us to write programs to interact with the system. We usually use Session Manager to handle the sign-on, so we don't need to know a user's id and password. Session Manager uses the open session and if the user has more than one company open, it asks the user to select a company to open.
Starting with Sage 300 ERP version 5.4, if a user has mult...
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    On July 19, 2013 in Development, General by MichelleComment 0
    Tagged With: Accpac, logon, session, customization, program, Sage 300 ERP / 3627 Views

    How Customer Pricing Works in Sage 300 ERP

    By Hrayr Galoyan

    Several parameters affect what selling price Sage 300 ERP assigns by default in a new sales order. The price and extended price depend upon:

    1.    The customer selected
    2.    Customer’s currency
    3.    The ship-to location selected
    4.    Discounts defined in the pricelist
    5.    Ordering unit of measu...
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    On July 17, 2013 in General by MichelleComment 0
    Tagged With: customer pricing, item pricing, pricing, Sage Accpac, contract pricing, price list, Sage 300 ERP / 8308 Views

    Streamlining Timecard Entry

    By Emma Tsai
    A few months ago, I had a conversation with a client about their existing timecard entry process. The client complained that they currently have their employees enter their daily timesheet on the internal web portal, but it takes them lots of time manually printing and entering these timesheets into PJC timecards and equipment usage in Sage 300 ERP.
    CodePartners developed a solution ...
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    On July 15, 2013 in Development, Success Stories by MichelleComment 0
    Tagged With: PJC, Sage 300 ERP, time entry / 2084 Views

    How to Transpose a Data Table in Sage 300 ERP Take 2

    By Kristi Feng
    Several weeks ago Sheila showed how to transpose GLAFS from columns to rows.
    Sometimes there is also a need to transpose rows to columns.  For example, we want to see item quantities for a year in a row we can use the following SQL with ICHIST table.
     
    The following two Transact...
    Read More »

    On July 9, 2013 in General by MichelleComment 0
    Tagged With: Sage 300 ERP, MS SQL, Pivot, Tips and Tricks / 3180 Views

    How to Create an Invoice with Data from a PDF File

    By Jacky Xu
    This week, we received a project that needed to get invoice information from PDF files and generate invoices in Sage 300 ERP 2012. We created many projects to generate invoices, so the unique part of this project is how to get the invoice information from a PDF file. The steps were simple:
    1. Convert the PDF file to a text file
    2. Make sure the format of the text file is ...
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    On July 8, 2013 in Development, Success Stories by MichelleComment 0
    Tagged With: PDFBox, PDF, Sage 300 ERP / 1209 Views
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