by Brian Terrell

Recently, I spoke to a large group of Intacct value-added resellers gathered at the Intacct Business Building Conference. I introduced several products that BTerrell and our CodePartners division developed to help Intacct client companies automate key business processes in HR, treasury, invoicing, and salesforce compensation. The conference was hugely successful, and I enjo...

by Emma Tsai

We developed the Company Duplicator for Sage ERP 300 users to duplicate non-transactional records from a Source Company to a Destination Company without the painful manual process of exporting/importing the relevant master file data. You can decide the modules to duplicate and then further select records types within each module. Here are some easy steps to set up the application.
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by Emma Tsai

Recently, I worked on an interesting integration project between doc-link and Sage 300 ERP. doc-link is a document management and workflow solution the client uses to address their paper intensive process for Accounts Payable. After we reviewed their business process and identified the gap, we proposed an integration solution that imports voucher data from doc-link into Sage 300 ERP...

by Emma Tsai

A few months ago, I had a conversation about automated process with a client who provides food and goods delivery service. The client complained that they currently have to manually input AR invoices into Sage 300 ERP according to the invoices generated by their new IDS Dispatch system. Due to a lack of integration between the two systems, they ended up doubling the work. After we r...

by Jacky Xu

We needed to record a macro from Sage 300 ERP UI and convert it to our Sage 300 ERP project. But sometimes, we struggled to get a useful macro through the Sage 300 ERP record macro tool (E.g. Bank reconcile statement).

In general, we run the record macro tool first. And then we run UI and do some operations to get macro like below:

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by Brian  Terrell

Often, I tell Intacct and Sage business partners that the value proposition delivered by BTerrell's CodePartners Division includes two key points:

• to help convert opportunities into client relationships, or 
• strengthen current client relationships 

Today, I'd like to recount some conversations I had over the last three weeks that serve as an excellent...

by Brian Terrell

At CodePartners, we work with the best Intacct and Sage Business Partners in the channel. Not every firm employs development resources, so CodePartners stands ready to make those capabilities available to everyone. By working with us, business partners enjoy the ability to provide additional services "to deliver the last mile" of technology to their prospects, or they benefit by...

by Jacky Xu

We can open a Sage 300 ERP session without using a user name and password through the Sage 300 ERP COM library “AccpacSessionManager.dll.” This is a sample from the COM library to open a session:




But, we already know the Sage 300 ERP .net library does not pro...

by Brian Terrell

Recently, I had supper with the CFO of a $100+ million dollar manufacturing company and their Sage Channel Partner. Our dinner party represents a partnership of three companies working together since 1999 on various automations to tailor Sage 300 ERP to the exact needs of the manufacturer. The group clearly has been successful together, and all parties benefit greatly by it. The...

by Brian Terrell

Recently, I discussed several potential projects with Sheila Zhang, one of the very experienced and excellent Intacct and Sage Business Analysts working at CodePartners.  Sheila and I had just completed a discovery call with a Business Partner and their client on an opportunity to automate a complex and mission critical business process for this client.  At o...