Michael Williams

I've been using Sage ERP 300 (ACCPAC) for about 7 years. Here are some links I've found in learning new things about Sage ERP 300 (ACCPAC) that you should see.

Adding a Grid to Your Sage 300 Web UI

I sometimes locate articles about ACCPAC ERP. I found this blog entry interesting.

Introduction

The grid or table control is a key element for data entry in any Accounting application. With Sage 300 we use the grid control to enter things like Order or Invoice details. Interactions with a grid control tend to be quite complex. The data has to be managed so it is loaded only a page at a time (often called virtual scrolling), since there could be thousands of detail lines and loading them all at once would be quite slow. There is the ability to edit, delete and add lines. Tabbing has to be handled well to enhance data entry. People also have the ability to re-arrange the grid columns, hide columns and then expect these changes to be remembered.

icreceipts

This blog article will talk about the key elements to adding a grid control to your Sage 300 Web UI and what sort of support you need in your UI to support all the desired functionality. A fair bit is handled for you in the Sage 300 Web UI Framework, however you have to handle various events and there is a lot of power to add your own programming.

Configuration

There is a lot of support for standard grid operations in the Sage 300 Web UI framework. Much of this is controlled by a config JSON object which is passed to our @Html.KoKendoGrid function that defines the grid in the Razor View. This file defines a number of properties of the grid along with a number of standard callout functions you can define to add your…

The rest is here: Adding a Grid to Your Sage 300 Web UI

Adding Your Application to the Home Page

I am always looking blogs about ACCPAC. I found this entry helpful.

Introduction

We’ve been talking about how to develop Web UIs using our beta SDK. But so far we’ve only been running these in Visual Studio, we haven’t talked about how to deploy them in a production system. With this article we’ll discuss how to add your menus to the home page. Which files need to be installed where and a few configuration notes to observe.

We’ll continue playing with Project and Job Costing, so first we’ll add PJC on to the end of the More menu in the Home Page:

pjc1

As part of this we’ll build and deploy the PJC application so that we can run its UIs in a deployed environment, rather than just running the screens individually in Visual Studio like we have been.

pjc2

The Code Generation Wizard

When you create your solution, you get a starting skeleton Sage.PM.BusinessRepository/Menu/PMMenuModuleHelper.cs. I’m using PM since I’m playing at creating PJC Web UIs, but instead of PM you will get whatever your application’s two letter prefix is. If you don’t have such a prefix, remember to register one with Sage to avoid conflicts with other Sage 300 SDK developers. Similarly, I use Sage as my company, but in reality this will be whatever company name you specified when you created the solution. This MenuModuleHelper.cs file specifies the name of the XML file that specifies your application’s Sage 300 Home Page menu structure. This C# source file…

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Sage 300 Web UI SDK – Adding JavaScript

I locate info about ACCPAC ERP. I found this blog entry entertaining.

Introduction

Last week we talked about adding UI controls to our Web UI project. In the early days of the Web, this would be all you needed to do. The user would just enter the data and hit save (or submit). However modern Web applications are expected to be more responsive and interactive. This is achieved by adding JavaScript code which can perform local processing or make calls to the server for additional data or to perform additional actions. Most modern Web applications contain quite a bit of JavaScript and achieve quite a high degree of user interaction.

jscalm

In our source code for the new Web UIs, it turns out that 80% of the application code is C# and 20% is JavaScript. Although it is only 20%, this is still a lot of code and care needs to be taken with it. Some programmers really love JavaScript, some really hate it. JavaScript is more of a free form interpreted language that is very forgiving. This allows a lot more freedom in how you structure your programs. Debugging and writing JavaScript is quick and easy since there is no big build/compile step. On the other hand if you capitalize or spell something wrong, there is no compiler to catch the mistake and debugging these errors can be quite frustrating.

We use JQuery to isolate ourselves from Browser differences, for the most part with newer versions of all the Browsers the differences in dialects of JavaScript is…

Visit link: Sage 300 Web UI SDK – Adding JavaScript

Sage 300 Web UI SDK – Adding UI Controls

I sometimes locate data on Sage ERP products. I found this blog post useful.

Introduction

In my last posting I showed how to quickly create an empty Sage 300 Web UI by running our two new wizards from Visual Studio. In this article we’ll look at how to add some visual controls to this project and talk a bit about some of the issues with doing this, namely about using our provided HTML helper functions and CSS styling.

We’re basically going to continue on and add the visual elements for the PJC Cost Types setup screen. We won’t write any JavaScript yet, so the only functionality will be that provided by the code generator and the default data binding support. This still give quite a bit as you can navigate, use the finder, delete records and save updates.

The UI Wizard discussed last week produces a simple starting page with the standard heading controls, the key field and the Save and Delete buttons. These are all wired up to Javascript and working. This makes our life much easier when adding the rest of the controls.

The only thing you need to do manually is change the Starting Page to: “/OnPremise/PM/CostType” on the Web tab of the Web project’s properties. Then it will compile and run yielding:

costtype1

Adding the Parts

ASP.Net MVC Razor Views are a technique to dynamically generate our HTML by embedding C# code in an HTML template. When the HTML needs to go to the browser the C# code is executed and it usually generates more HTML into the…

Visit link: Sage 300 Web UI SDK – Adding UI Controls

Introducing the SDK for the Sage 300 Web UIs

I often locate posts on Sage ERP 300. I found this post entertaining.

Introduction

Sage 300 has always provided an SDK to allow ISVs to create accounting applications in the same way that we create our own applications like General Ledger or Order Entry. In the past our internal application developers have usually only had the SDK installed for doing their own work.

Further these ISVs can install their applications into a working Sage 300 installation by just copying a specific set of folders. We then will see these folders and allow that module to be activated and used.

The new Web Screens will have the same ability to create custom accounting applications and to easily add them to one of our installations.

We will be starting the beta program for this SDK shortly, so this should start to give people a preview of what is coming.

This overview assumes you have an existing SDK program. That you have Sage 300 Views and VB UIs. That you have an activation UI and can activate your module, making it known to Sage 300. This is just how to create the actual Web UI components.

The Module Creation Wizard

We are first going to create a Visual Studio solution for your Accounting module. Then we will use another wizard to add the screens to this solution. The solution will contain several projects that correspond to the parts of a UI screen. This is different than each screen having its own project. This stays in tune with how the ASP.Net MVC tools…

Follow this link: Introducing the SDK for the Sage 300 Web UIs

Agile Vs Roadmap

I sometimes locate blogs about Sage ERP ACCPAC. I found this entry interesting.

Introduction

We often receive RFPs (Request for Proposals) that demand a firm committed five year product roadmap. Similarly we are often criticized for not having such a “golden” roadmap when other competing products have. Having now worked in an Agile world for some time now, these requests seem stranger and stranger.

The quibble here isn’t with having a plan, it’s with the inflexibility these requests imply. That a company needs to set its course for five years and then any change in that plan is somehow a failure to deliver. That as knowledge and circumstances change that you need to stick to the plan and not adapt to the new situation.

Products are now introduced in “Internet” time. This means they are updated far more frequently (sometimes several times a day). All companies are looking to be “disruptive” and to “redefine” their market. Under these fast moving and fast changing conditions does it make sense to have a fixed long term roadmap?

On the other hand a product needs direction. A product needs long term thinking. You need to decide when to do something quick and dirty versus laying more groundwork and infrastructure to support future features. Stakeholders need to have an idea where a product is developing and what might be coming down the road.

There are quite a few types of roadmaps, there are technology roadmaps, feature roadmaps,…

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Sage 300 Web UI Internals

I stumble over info about ACCPAC ERP. I found this blog entry entertaining.

Introduction

At Sage Summit 2015 we introduced our new Web UIs for Sage 300. I’ve blogged a bit on the various user facing parts and a bit on the technologies used, but I haven’t had a chance yet to get into the internals of how they work. We’ve released the Web UIs for the Financial Modules and will be releasing the Operations Modules early in 2016. With these we will be releasing our SDK as well. Over time I’ll blog quite a bit about the details of all the components, but first we need to layout the major building blocks. Below is the architecture diagram I’ve shared before which is the architecture for the main Web UIs and a block for RESTful Web APIs, but there are some other components that need mentioning as well.

cna2arch

I’m going to start at the bottom of this diagram and work up. However there are some other components that aren’t mentioned here that we will bring in.

Within our framework we provide a lot base classes that you can inherit from, so generally the only code you need to provide is where something is different than the standard protocols or behaviors. When looking for framework components to help you, besides looking for services to call, look for classes that do 90% of what you need that you can extend (inherit from). ASP.Net MVC also makes extensive use of “convention over configuration”, so for a lot of things if you follow the standards…

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Skills for Developing for Sage 300c

I often locate posts about Sage ERP ACCPAC. I found this blog post worthwhile.

Introduction

With the Web UIs in Sage 300c rolling out in a couple of weeks, there is a lot of interest in the SDK and how to develop for this platform. We are still putting together the SDK, but in the meantime you can learn the technologies that are involved in developing our new Web UIs. Generally we’ve used off the shelf components both commercial and open source to develop our new UI framework. The good thing about this is that there are lots of resources available to learn the various technologies involved, including books, web sites, samples, videos, courses, etc.

cna2arch

We’ve generally tried to use all these tools in very standard ways. For instance we don’t add large amount of code to custom controls to change their behavior, we’ve kept it standard and only changed their appearance using CSS. We use the ASP.Net MVC framework in a natural way, so what you learn from the various standard resources is all applicable.

Due to the nature of programming, you can often do quite a few creative things. There is nothing to stop you using other libraries or tools than mentioned here. However one of the points of listing these is to let you know which we use, which means if you ask DPP support, these are the tools and libraries that we know about and can help answer questions about. You are welcome to use other tools, but we may not be able to provide much help on…

See the rest here: Skills for Developing for Sage 300c

The Sage 300 2016 KPIs

I sometimes find posts about Sage ERP 300. I found this entry worthwhile.

Introduction

The new Sage 300 Home Page provides a nice launching point for running your new Web based Sage 300 Accounting screens. It also provides a Home view where you can choose to display up to six KPIs out of a palette of twelve.

s300widgets

The twelve KPIs give a good selection of things from G/L, A/R and A/P since these are the accounting screens we are including with the first release. Then there will be more KPIs with the second release which includes the I/C, O/E and P/O screens and matching KPIs.

Some people love KPIs, others just find them a nuisance. Using the KPIs is entirely optional, it’s up to you to select what you wish to see. The KPIs are controlled by Sage 300 security, so if you don’t have rights for a KPI, it won’t be available to display.

Settings

Many of the KPIs have settings dialogs that you open from the hamburger menu. For instance below is the one for the Account Balances KPI where you choose the five accounts to show the balance for.

s300kpisettings

You can also edit the title of each KPI. You can re-arrange them on the screen using drag and drop. For KPIs with an associated report, there is another menu item on the hamburger menu that will open the report.

Technical Details

When we developed these, although I couldn’t blog on what we were working on, I did blog on some of the technical aspects that went into how these were implemented using CSQRY and then on

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Bengaluru Travel Blog Part 4

I find information on ACCPAC. I found this blog article entertaining.

Introduction

As part of developing all the Web Screens for our upcoming Sage 300 2016 release, we worked with quite a few contractors at Sonata in Bengaluru, India. I originally visited them back in November 2014 and wrote a series of three blog articles on my experiences over there (part 1, part 2 and part 3). I then visited them again in March 2015, but didn’t blog about that visit. Now I’m in Bengaluru again and thought I’d add another posting to the series.

Bangalore_Panorama_edit1

One change is that I’m going to try to use the proper name of the city which is now Bengaluru and not Bangalore. The name was changed just days before my first visit and was a bit confusing.

The Story of Sage 300c

We started the Sage 300c project two years ago, built on a lot of the ideas and architecture from the previous Orion project. We brought in Sonata for their expertise in Microsoft ASP.Net MVC technology which we adopted for the new Web UIs. We started work collaborating with a small team from Sonata to produce a proof of concept where we produced fully working A/P Vendors and A/P Invoice Entry screens. We chose these as reasonably complex but not so complex they would take too long to develop. We learnt a lot from this POC and used that to build a frame work for our new UIs. We then built up the team and proceeded to build the G/L screens. This was a test of building a full application to get a…

See the rest here: Bengaluru Travel Blog Part 4

The New Sage 300 Home Page

I find articles about Sage ERP ACCPAC. I found this blog article worthwhile.

Introduction

In this article I’m going into a bit more detail on the features in the Home Page for our new Sage 300 Web UIs. This is basically the launching point for our web accounting screens as well as provides a number of KPIs and user assistance.

We are calling this a Home Page rather than a Portal to avoid confusion with the 6.0A Portal, the Partner Portal and all sorts of other Portals. This isn’t meant to be an all-in-one entry point to everything you do on the Web, its very specific to making your use of Sage 300 easier and avoids cluttering it up with all sorts of other things.

Home Page of the Home Page

The main entry point to the Home Page is shown below. You can get to this view at any point by hitting the Home link next to the Sage 300 logo at the top left. This screenshot also shows the “Add Widgets” menu where you select which KPIs you want to see.

homepage2

Feature Tour

When you first start the Home Page or at any time from the Help menu you can run the feature tour that steps you through the main features in the Home Page to get you familiarized.

homepagefeaturetour

Mega Menu

We refer to the menu where you select the accounting screen to run as the “Mega Menu” due to its size. As you can see it’s arranged in a very similar manner to the current Sage 300 Desktop, so it should be easy for users to find what they need to do. Of course if you are running with security…

View original post here: The New Sage 300 Home Page

Scaling and Availability for the new Sage 300 Web UIs

I am always looking posts on ACCPAC ERP. I found this entry useful.

Introduction

I introduced our new Sage 300 Web UIs, talked about installing them and then discussed security implications. Now the question is that you have hundreds of users and things are starting to run quite slowly, what do you do? Similarly suppose you are all happily using the Web UIs and the web server hardware breaks down or Windows Update kicks in or Windows fails for some other reason? These two problems are quite related since the solution to both is the same, namely adding another Web Server. If you have two Web Servers and one breaks down, then people might run a bit slower since they are all on the remaining server, but at least they keep running. If the Web UIs slow down when there are a certain number of users, then add another web server to distribute the load.

This articles will look at the various issues around adding Web Servers. For the other parts of the system I talked about various techniques here.

Poor Man’s Scaling

Later in the article we’ll talk about automatic failover and automatic ways to distribute load. In this section I just wanted to point out that you can do this manually without requiring any extra configuration, servers or hardware.

Basically just have two Web Servers, each with its own URL (which might just be //servername/sage300) and then just assign which server your users sign on to. You would want each server to have the Sage…

Continued here: Scaling and Availability for the new Sage 300 Web UIs

Installing the New Sage 300 Web UIs Securely

I sometimes locate info about Sage ERP ACCPAC. I found this blog article useful.

Introduction

Sage 300 2016 comes with new Web UIs. With beta release I talked about how to install these, but I didn’t get into the details of securing your setup to be exposed to the Internet. If you just follow the instructions from the last blog post, then you are ok in a protected LAN environment, but need a number of additional steps to go beyond that. A common question is how I set this up in a secure manner so that these new features won’t be exploited by hackers.

Most people will probably just setup Sage 300 running on their local network. If you don’t expose the web server to the internet, then your security concerns are the same as they are today. You are just regulating what bits of information your local users are allowed to see. Generally (hopefully) you aren’t as worried about your own employees hacking your network. The big concern for security here is usually social engineering which really requires good education to prevent. Note however that we have seen sites where people have added Internet access for all their employees, but unwittingly exposed their network to the Internet. It’s never a bad time to re-evaluate your current security to see if there are any weaknesses.

A common way to extend to the Internet if via VPN connections. This usually works well for some devices like laptops but then very badly for others like tablets. If you need…

Follow this link: Installing the New Sage 300 Web UIs Securely

Sage 300 Moves into the Browser

I often find info about Sage ERP products. I found this article entertaining.

Introduction

Probably one of Sage’s worst kept secrets is that we’ve been working on a true Web version of Sage 300. Now finally at Sage Summit 2015 the cat is out of the bag and the product is officially announced as Sage 300c. You can see the announcement in this video.

We will be including Web UIs for G/L, A/P, A/R, Bank, Tax, C/S and A/S screens in the upcoming Sage 300 2016 release which is slated for October 2015 (where the year in the product roughly matches car model years).

These are true web screens that run in all the main browsers including IE, Edge, Chrome, Firefox and Safari. There are no plug-ins required, everything is pure HTML, CSS and JavaScript. This means you can access these screens from all sorts of devices like Macs, Windows Desktops and Laptops, Chromebooks, iPads, Android Tablets, Linux Workstations, Raspberry Pi’s and many other devices.

The operations modules including I/C, O/E and P/O will follow shortly after early in 2016 as part of a Product Update.

New PDX Treatment

We have a new Home Page (like the traditional desktop) and all redesigned screens.

Sage300Home

There are 12 KPIs that you can choose from to put on your home page. You run all the screens from the menu and can move between open screens using the little Windows widget on the right.

People familiar with Sage 300 ERP will pick up this new treatment very easily since it is still the same…

Originally posted here: Sage 300 Moves into the Browser

Sage 300 ERP (ACCPAC) Accounts Receivable Year End Part 3

Uploaded videos are worth looking at. At least, that’s what I think. What I’ve learned recently is that they are great learning materials.

I think I spend too much time on YouTube, if you’re trying to learn more, here’s a good start:

Sage 300 ERP (ACCPAC) Accounts Receivable Year End Part 3.

http://www.youtube.com/v/qkGZfu9tUDI?version=3&f=videos&app=youtube_gdata

Continued here: Sage 300 ERP (ACCPAC) Accounts Receivable Year End Part 3

Automatic Backups in SAGE ACCPAC

Amateur training recordings are ways to get training that would cost you thousands of dollars. At least, that’s what my boss said. What I’ve learned since is that they are great helps.

Here’s another video from YouTube, here’s another:

Perform an automatic backup in sage accpac.

http://www.youtube.com/v/dlcXQj-VX5A?version=3&f=videos&app=youtube_gdata

Read the original: Automatic Backups in SAGE ACCPAC

Sage 300 ERP (ACCPAC) GL Year End Part 1

Videos are tools that lead to better use of your software. At least, that’s what my boss said. What I’ve learned recently is that they are great helps.

Here’s another video from YouTube, it’s really amazing the amount of time people spend creating these:

Sage 300 ERP (ACCPAC) GL Year End Procedures Part 1.

http://www.youtube.com/v/FIgQ-ajl7MI?version=3&f=videos&app=youtube_gdata

Visit link: Sage 300 ERP (ACCPAC) GL Year End Part 1

Me and My Drone

I often locate blogs about Sage ERP 300. I found this entry interesting.

Introduction

This article doesn’t have anything to do with ERP software or programming practices. I received a drone for my birthday this year and this posting is about my drone. My drone is a DJI Phantom 2 Vision+. Basically it’s a flying camera that can take still photos or videos. Its easy to fly and can do some quite amazing things.

IMG_3050

Privacy

A lot of people are against drones because of privacy concerns, that people will take pictures of them in their backyards or through their windows. But just to be clear, drones aren’t stealthy, unless someone can sneak up to you running a gas powered lawn mower, they won’t sneak up on you with a drone. Most videos showing drones taking pictures of people have the sound turned off. Further most of these videos are showing drones being very finely controlled around backyard or porch obstacles which means the operator is very close. Controlling a drone this finely only looking through the camera or via GPS is extremely difficult will like result in a crash.

Further there are far more effective ways to spy on people. I think people may not realize how powerful modern telephoto lenses are. I can take pictures of skiers on the cut on Grouse Mountain from Queen Elizabeth Gardens with my telephoto (15km). Before these, telescopes and binoculars were pretty effective, though like drones tend to stand out. These are much more…

Excerpt from: Me and My Drone

Me and My Drone

I often locate info about Sage ERP ACCPAC. I found this entry entertaining.

Introduction

This article doesn’t have anything to do with ERP software or programming practices. I received a drone for my birthday this year and this posting is about my drone. My drone is a DJI Phantom 2 Vision+. Basically it’s a flying camera that can take still photos or videos. Its easy to fly and can do some quite amazing things.

IMG_3050

Privacy

A lot of people are against drones because of privacy concerns, that people will take pictures of them in their backyards or through their windows. But just to be clear, drones aren’t stealthy, unless someone can sneak up to you running a gas powered lawn mower, they won’t sneak up on you with a drone. Most videos showing drones taking pictures of people have the sound turned off. Further most of these videos are showing drones being very finely controlled around backyard or porch obstacles which means the operator is very close. Controlling a drone this finely only looking through the camera or via GPS is extremely difficult will like result in a crash.

Further there are far more effective ways to spy on people. I think people may not realize how powerful modern telephoto lenses are. I can take pictures of skiers on the cut on Grouse Mountain from Queen Elizabeth Gardens with my telephoto (15km). Before these, telescopes and binoculars were pretty effective, though like drones tend to stand out. These are much more…

Visit link: Me and My Drone

Remembering Leonard Nimoy

I often find articles about Sage ERP products. I found this entry helpful.

Introduction

The original Star Trek came out in 1966 when I was only six years old. It only ran for three seasons but had a great influence on so many people. Leonard Nimoy lived a long life and did many things; but, to many of us he is still and will always be Mr. Spock. I think I spent my entire childhood watching the original Star Trek, first the original series and then over and over again in repeats.

I’m amazed that for a series that only ran for three seasons for a total of 79 episodes (I guess television series had more episodes back in the sixties). The series covered a lot of topics and became firmly embedded in pop culture. Leonard Nimoy as an actor, even with very little make up certainly came across as rather alien (maybe more so than some of the modern CGI aliens). His character Spock introduced us to a rather rich character with logic, telepathy, the Vulcan nerve pinch and now and then getting quite emotional. After all Mr. Spock is half Vulcan and half human and the battle between his human and Vulcan sides is one of the things that makes his character quite interesting.

leonard-nimoy-flare-640

Logic

Mr. Spock is best known for his pursuit of logic, suppressing all emotion in order to become a purely logical being. This was probably greatly annoying to a lot of parents who now had to put up with kids always pointing out that most things are not logical. On the other hand I think…

Follow this link: Remembering Leonard Nimoy

Performance and the Sage 300 Views Part 2

I often locate data on Sage ERP products. I found this blog entry useful.

Introduction

Last week we discussed avoiding table scans when using the Sage 300 ERP APIs. This week we are going to look at some other issues to do with updating data and with processing meta-data.

Last week I showed a cheetah running as an example of performance and speed (the fastest land animal), but this week here she is resting and getting some attention.

cheetah3

AOM/UI Info/ViewDoc

First, just if you are wondering where to find out what indexes a View supports, there are quite a few tools to determine this. Plus you can always look in SQL Management studio, but then you won’t know which index it is by our numbering scheme. Anyway ViewDoc is a good tool that comes with the SDK that gives this information. UI Info comes with System Manager and can drill down through the UI Info to get detailed View Info. Then there is the Sage 300 Application Object Model (AOM) located here. Just note that to use the AOM, you must use Internet Explorer for some obscure reason.

Updating Data

Often if you are manipulating lots of records it’s in a header/detail situation. In this case all the database operations are done when you insert or update the header. The nice things about this is that the Views know a lot about our database API and will do this in an optimal manner so you don’t need to worry about it. Similarly if you delete a header, the View will delete all attendant details for…

See original here: Performance and the Sage 300 Views Part 2

Orchid’s Electronic Funds Transfer / EFT module for Sage 300 ERP / Accpac

Videos are good training tools. At least, that’s my opinion. What I’ve learned now is that they are great instruction.

I’ve found more useful things for customers and clients on YouTube, one more for you:

Orchid’s Electronic Funds Transfer / EFT Module for Sage 300 RP / Accpac, an overview by Robert Lavery.

http://www.youtube.com/v/q4NtsVf49Ls?version=3&f=videos&app=youtube_gdata

Here is the original post: Orchid’s Electronic Funds Transfer / EFT module for Sage 300 ERP / Accpac

Performance and the Sage 300 Views Part 1

I find articles on Sage ERP 300. I found this entry helpful.

Introduction

The Sage 300 ERP Views (Business Logic) give you a great deal of power to perform Accounting operations through our various APIs. However as in any programming, performance must always be taken into account. The Sage 300 ERP Views have a lot of features to help you perform operations with good performance, but like anything if they are used incorrectly, performance can be miserable.

This article is going to talk about various features and options that you can take advantage of to improve your application’s performance. As I am writing the article, it’s getting quite long, so I think I’m going to break it into two parts.

cheetah2

Measure and Test

One of the big mistakes people make when performance tuning, is to just make assumptions and changes without doing real measurements. If you have your code in a source control system, first establish a base line for how long something takes, then make you changes and re-measure the time. Only check in your changes if the time is faster, if it isn’t then you are just churning your code and potentially adding bugs. Performance is subtle and often the best ideas and intentions just make a process slower.

Multi-User versus Single-User Performance

This article is about optimizing processes for single users. Often if you want to optimize better multi-user throughput then it’s all about reducing locks and keeping resource…

Read the original: Performance and the Sage 300 Views Part 1

Drilldown in Sage 300 ERP

I run across articles on Sage ERP products. I found this entry worthwhile.

Introduction

Much accounting detail is entered in one application and passed on to another for recording. Drilldown is the ability to reverse the audit trail and display, application by application, the document back to its original entry into the Sage 300 ERP system. For example, in Sage 300 General Ledger (G/L), you can drilldown from General Ledger Transaction History to the Journal Entry, from the Journal Entry to the originating transaction in Accounts Receivable, and from the Invoice, Credit Note, or Debit Note, to the originating transaction in Order Entry.

The way this works is a bit cryptic in Sage 300 ERP’s database and this blog article will attempt to explain some of the internal workings so that developers and customizers who want to use this data for other purposes can hopefully figure out how to interpret it.

The documentation for the full drilldown infrastructure for third party developers is contained in Appendix L of the SDK’s Programming Guide.

drilldwn

Drilldown Database Fields

The drilldown fields in a document provide a link to the application that created the document. They are done in a generic way so any application (Sage or third party) can provide this information and their screens can be drilled down to. As a result the fields are fairly generic and it’s up to the drilldown target to provide what it needs when it creates the document. There are…

View original post here: Drilldown in Sage 300 ERP

On Calculating Dashboards

I locate information on Sage ERP 300. I found this article worthwhile.

Introduction

Most modern business applications have some sort of dashboard that displays a number of KPIs when you first sign-in. For instance here area a couple of KPIs from Sage 300 ERP:

s300portal

To be useful, these KPIs can involve quite sophisticated calculations to display relevant information. However users need to have their home page start extremely quickly so they can get on with their work. This article describes various techniques to calculate and present this information quickly. Starting with easy straight forward approaches progressing into more sophisticated methods utilizing the power of the cloud.

Simple Approach

The simplest way to program such a KPI is to leverage any existing calculations (or business logic) in the application and use that to retrieve the data. In the case of Sage 300 ERP this involves using the business logic Views which we’ve discussed in quite a few blog posts.

This usually gives a quick way to get something working, but often doesn’t exactly match what is required or is a bit slow to display.

Optimized Approach

Last week, we looked a bit at using the Sage 300 ERP .Net API to do a general SQL Query which could be used to optimize calculating a KPI. In this case you could construct a SQL statement to do exactly what you need and optimize it nicely in SQL Management Studio. In some cases this will be much faster than the Sage 300 Views, in…

Read more here: On Calculating Dashboards

On Calculating Dashboards

I often locate info about ACCPAC ERP. I found this post helpful.

Introduction

Most modern business applications have some sort of dashboard that displays a number of KPIs when you first sign-in. For instance here area a couple of KPIs from Sage 300 ERP:

s300portal

To be useful, these KPIs can involve quite sophisticated calculations to display relevant information. However users need to have their home page start extremely quickly so they can get on with their work. This article describes various techniques to calculate and present this information quickly. Starting with easy straight forward approaches progressing into more sophisticated methods utilizing the power of the cloud.

Simple Approach

The simplest way to program such a KPI is to leverage any existing calculations (or business logic) in the application and use that to retrieve the data. In the case of Sage 300 ERP this involves using the business logic Views which we’ve discussed in quite a few blog posts.

This usually gives a quick way to get something working, but often doesn’t exactly match what is required or is a bit slow to display.

Optimized Approach

Last week, we looked a bit at using the Sage 300 ERP .Net API to do a general SQL Query which could be used to optimize calculating a KPI. In this case you could construct a SQL statement to do exactly what you need and optimize it nicely in SQL Management Studio. In some cases this will be much faster than the Sage 300 Views, in…

Read more here: On Calculating Dashboards

Orchid’s Process Scheduler module for Sage 300 ERP / Accpac

Amateur training recordings are worth looking at. At least, that’s what my boss said. What I’ve learned now is that they are great helps.

Here’s another video from YouTube, if you’re trying to learn more, here’s a good start:

Orchid’s Process Scheduler module for Sage 300 ERP / Accpac, an overview by Robert Lavery. Process Scheduler enables you to schedule when your Sage 300 ERP (…

http://www.youtube.com/v/8Mkc69THFh4?version=3&f=videos&app=youtube_gdata

Read more: Orchid’s Process Scheduler module for Sage 300 ERP / Accpac

Orchid’s Process Scheduler module for Sage 300 ERP / Accpac

YouTube videos are worth looking at. At least, that’s what my boss said. What I’ve learned since is that they are great instruction.

I’ve found more useful things for customers and clients on YouTube, it’s really amazing the amount of time people spend creating these:

Orchid’s Process Scheduler module for Sage 300 ERP / Accpac, an overview by Robert Lavery. Process Scheduler enables you to schedule when your Sage 300 ERP (…

http://www.youtube.com/v/8Mkc69THFh4?version=3&f=videos&app=youtube_gdata

Continue reading here: Orchid’s Process Scheduler module for Sage 300 ERP / Accpac

CSQRY from the .Net API

I sometimes locate articles on Sage ERP products. I found this article helpful.

Introduction

Generally in these blog posts I talk about how to access the Sage 300 ERP data through our various APIs that go through our Business Logic Views. This is the only way to update the data in a supported manner, but often for reporting needs something more is hoped for. We store our data in standard databases which are accessible via various APIs like Entity Framework, ADO.Net or ODBC. The downside is that you need a connection string to establish a connection, which means you need a SQL Server login and password. Often for Sage 300 add-in solutions there can be a lot of resistance from local IT departments on providing these. Basically anywhere these are given out is a possible security risk.

In this article I’ll show how to execute a custom SQL Query through a special Business Logic View to get at data for reporting purposes. This means you can use the full power of SQL Server to extract the exact data you want. This article uses our .Net API which I have blogged on quite a bit with an introductory article here.

The project for the sample program is located in both zip, and folder structure on Google Drive here. It’s the csqrydemo one.

CSQRY

CSQRY is the View CS0120. It basically takes an arbitrary SQL Query as the parameter to its Browse method and then returns the records via calls to Fetch. It also returns the attendant meta-data for the result set using…

Originally posted here: CSQRY from the .Net API

IMan Sage 300 ERP (Accpac) Order Import

Videos are worth looking at. At least, that’s what my boss said. What I’ve learned since is that they are great training.

I’ve found more useful things for customers and clients on YouTube, one more for you:

This demonstration shows how orders can be imported into Sage 300 ERP using IMan integration Manager. Available from EC Internet in North America: www.ECInte…

http://www.youtube.com/v/4LfN3P4l1vM?version=3&f=videos&app=youtube_gdata

Read more here: IMan Sage 300 ERP (Accpac) Order Import

Sage Accpac ERP – How To Use UI Profiles

YouTube videos are good training tools. At least, that’s my opinion. What I’ve learned recently is that they are great helps.

I’ve found more useful things for customers and clients on YouTube, it’s really amazing the amount of time people spend creating these:

An instructional video about how to use UI Profiles in Sage Accpac ERP. This is a helpful trick to speed up data entry and assign field level security.

http://www.youtube.com/v/7McYKcPpVK8?version=3&f=videos&app=youtube_gdata

Read more from the original source: Sage Accpac ERP – How To Use UI Profiles

Sage Accpac ERP – How To Use UI Profiles

Videos are tools that lead to better use of your software. At least, that’s what I think. What I’ve learned instead is that they are great instruction.

I’ve found more useful things for customers and clients on YouTube, if you’re trying to learn more, here’s a good start:

An instructional video about how to use UI Profiles in Sage Accpac ERP. This is a helpful trick to speed up data entry and assign field level security.

http://www.youtube.com/v/7McYKcPpVK8?version=3&f=videos&app=youtube_gdata

Here is the original post: Sage Accpac ERP – How To Use UI Profiles

ACCPAC Financial Statement Designer.avi

Uploaded videos are mostly high-quality. At least, that’s what my boss said. What I’ve learned since is that they are great training.

I’ve found more useful things for customers and clients on YouTube, it’s really amazing the amount of time people spend creating these:

ACCPAC Financial Statement Designer.avi.

http://www.youtube.com/v/VXkf5B1nVmc?version=3&f=videos&app=youtube_gdata

More: ACCPAC Financial Statement Designer.avi

Dabble in Startups But Keep Your Blue Chip Job

I look for articles on Sage ERP products. I found this blog post entertaining.

Introduction

Over the last little while we’ve lost some people to startups and we’ve hired a number of people away from startups, so what factors are causing this movement? Desire for greater autonomy and more flexibility? Or is it today’s version of a Klondike gold rush where hordes set out on the treacherous journey but few strike it rich?

I’ve spent most of my career with the Sage 300 product whether at Computer Associates or Sage, both of which are well established companies. Previous to that I worked for a number of startups as well as tried working as a consultant. All of these were great experiences and all provided great learning opportunities.

When considering a startup, there are two options: one is to create your own startup, where you have a great idea and want to take it to market and the other is to join someone else’s startup as an employee. In this blog we’re considering joining someone else’s startup. Quitting your job and creating your own startup is a whole other topic that I may address in a future blog.

Some of the people working at Sage started at Basic Software Group that originally developed Accpac. They were eventually were acquired by Computer Associates and later by Sage. This was a successful startup where the original team members did quite well. Many people at Sage are here due to the acquisition of their startup. So joining a…

Read more here: Dabble in Startups But Keep Your Blue Chip Job

The Sage 300 SDLC

I often find posts on Sage ERP products. I found this blog entry helpful.

Introduction

A lot of my blog posts are to answer questions that I frequently receive. Then I have a ready answer of a blog posting link, or perhaps people read my blog and it saves me receiving an e-mail. This blog posting is along the same lines as I get asked quite frequently about our SDLC (Software Development Lifecycle). Usually this is in regards to someone trying to fill out a giant RFP full of questions that are mostly irrelevant to purchasing ERP software.

I covered various aspects of our development process in other blog posting which I’ll refer to here. Plus our process is always evolving as we learn from our experiences and try to improve. What I’m writing about here is specifically what the development team for Sage 300 ERP does, but a lot of it is also used by other Sage teams on other projects. There are always slight variations as the different teams do have their own preferences and as long as they follow the general standards that’s ok.

Within R&D we use the Agile Development Methodology, but R&D exists within a larger context within Sage, much of which doesn’t use Agile frameworks. As a result our Agile development has to fit somewhat within a larger non-Agile system that tracks and coordinates the various projects going on around Sage. This is to ensure all departments know what is going on and can plan accordingly.

Not-Agile

We have a general

More: The Sage 300 SDLC

Analytics and BI for Sage 300 (Accpac) 140417

YouTube videos are worth looking at. At least, that’s what my boss said. What I’ve learned now is that they are great instruction.

I’ve found more useful things for customers and clients on YouTube, it’s really amazing the amount of time people spend creating these:

Learn how analytics and ultralight data warehousing solutions can provide BI capabilities that go beyond Crystal, MS Access and Excel-based reporting. This w…

http://www.youtube.com/v/xQkp-Z0KsuI?version=3&f=videos&app=youtube_gdata

Visit link: Analytics and BI for Sage 300 (Accpac) 140417

Orchid’s Info Manager Suite of Modules for Sage 300 ERP / Accpac

Uploaded videos are tools that lead to better use of your software. At least, that’s my opinion. What I’ve learned since is that they are great helps.

Here’s another video from YouTube, here’s another:

Orchid’s Information Manager suite of modules for Sage 300 ERP / Accpac, an overview by Robert Lavery. Information Manager opens the power of Business Intell…

http://www.youtube.com/v/Hw1gStMXwms?version=3&f=videos&app=youtube_gdata

Continue reading here: Orchid’s Info Manager Suite of Modules for Sage 300 ERP / Accpac

Bangalore Travel Blog Part 3

I am always looking articles on Sage ERP 300. I found this entry entertaining.

Introduction

This is part 3 of my travel blog on my current business trip to Bangalore, India. The two previous parts are here and here. In this article I want to talk about the various communications challenges we have in working with globally dispersed teams and in particular with the one here in Bangalore.

The main purpose of my visit to Bangalore has been to enhance communications. To meet all the people I regularly talk to on the phone or exchange e-mails with. I’ve met several team members you have spent time in Vancouver already, so this has been my turn. Meeting face to face certainly provides the best medium for communications. Face to face is the most reliable mechanism, especially when you can discuss things over a period of time (in this case I had two weeks). But the trip to India is quite grueling and it’s a long way from home. So practically speaking we need other ways to enhance communications for the rest of the time. A key part of face to face visits is to learn who knows what, so in the future people know who to talk to.

Communications Breakdown

One of the big reasons for this trip was to solve a number of lingering problems that just didn’t seem to be getting solved. We would think decisions were made and then a few status calls down the road they would resurface as open again. Generally it appeared communications between the various teams on this…

Continue reading here: Bangalore Travel Blog Part 3

Bangalore Travel Blog Part 2

I stumble over articles on ACCPAC. I found this post worthwhile.

Introduction

This is part 2 of my travel blog on this trip to Bangalore, India. Part 1 is located here. In the first part I mostly covered the logistics of getting here. Now for this part I’ll continue with some of my impressions and learnings from being here. I was hosted on a very interesting day trip to Mysore and I’ve gotten quite a bit of exposure to living with the time zone difference and dealing with Indian traffic.

Time Zone

I’m from Vancouver, Canada which is in the Pacific (PST) time zone. Bangalore, India is on India Standard Time (IST). Basically IST is currently 13½ hours ahead of PST (in the summer during daylight savings time it’s only 12½ hours ahead). The reason for the ½ hour is that they didn’t want India to have two time zones so they took the average instead of dividing the country into two zones. This time zone difference is a big headache when working with Indian teams.

When in Vancouver my complaint is that during the winter I have to get to the office at 7:00am for various conference calls. Here I have the reverse problem. Now I have to get back to my hotel room for an 8:30pm conference call with Vancouver. Restaurants all open for dinner at 7pm here, so sometimes this can be tight.

I think it’s generally less disruptive to life, getting up earlier for these calls. I find it more disruptive having a big block of my evening consumed…

Read the original: Bangalore Travel Blog Part 2

Sage Accpac ERP for Trading & Distribution Companies

Video sites are ways to get training that would cost you thousands of dollars. At least, that’s what some people believe. What I’ve learned now is that they are great learning materials.

Here’s another video from YouTube, it’s really amazing the amount of time people spend creating these:

The video gives a quick preview about the modules of Sage 300 ERP aka Sage ACCPAC ERP essential for a SME Trading and Distribution company. This tutorial bri…

http://www.youtube.com/v/rO2FX-ZRpgk?version=3&f=videos&app=youtube_gdata

See original here: Sage Accpac ERP for Trading & Distribution Companies

Bangalore Travel Blog Part 1

I run across posts about Sage ERP products. I found this blog entry worthwhile.

Introduction

I’m currently travelling to Bangalore, India to visit a large number of off-shore team members we work with on our projects. So for something different, I thought I’d try travel-blogging. I’ll be writing this blog as I go along and then periodically post my progress. This is my second trip to India, I visited Chennai back in 2008 for ten days.

Sage is partnered with several Indian companies to provide extra capacity for our projects. For this trip I’m visiting Sonata which has teams participating in several important Sage projects. I blogged previously on accelerating projects, which was really talking about our adding capacity through additional teams at Sonata. It’s great to have extra capacity and the ability to get more done, but it’s also a big challenge keeping all the teams moving in the same direction and continuously removing roadblocks and bottlenecks. Our goal is to treat the Sonata teams as if they were regular Sage agile teams with full access to all Sage resources like source control and other internal systems. To make this process work many Sonata folk visit our Richmond office and we have several staff visiting Bangalore. This is my turn.

Indian Visa Process

To back up a bit, travelling to India is a bit more difficult than other places due to the Visa process. To do this I needed letters from Sage and from Sonata giving my reasons…

Read more: Bangalore Travel Blog Part 1

Sage erp accpac version 6.0 Demonstration

Amateur training recordings are sometimes inaccurate, but most of the time great quality. At least, that’s what I think. What I’ve learned instead is that they are great helps.

I think I spend too much time on YouTube, one more for you:

ค้นหาคุณสมบัติและประโยชน์จากโซลูชั่น Sage erp accpac ที่สนับสนุนการทำงานของธุรกิจทั้งด้าน Finance, operations, และ customer management. ดูรายละเอียดได้จากวิด…

http://www.youtube.com/v/SUJRR75iLBQ?version=3&f=videos&app=youtube_gdata

Follow this link: Sage erp accpac version 6.0 Demonstration

How to Run Customized Sage 300 Screens from Sage CRM

I often find data on ACCPAC ERP. I found this blog entry useful.

Introduction

From the Sage 300 ERP to Sage CRM integration there is the ability to run a number of Sage 300 ERP screens. These are the older VB screens being run as ActiveX controls from the IE browser. Not to be confused with the newer Quote to Order web based screens. A common request is how to customize these screens to you run the customized screen from Sage CRM rather than the base screen.

This blog posting covers how to run customized screens from Sage CRM. As a bonus, as part of this it also shows how to wrap a Sage 300 screen, so that it handles version updates seamlessly and doesn’t require you to re-compile your solution when we release a new version of the base screen. As a result this mechanism requires you use VB to wrap the base control for deployment. The ideas presented here probably can be ported to other programming systems, but it may not be easy.

A sample project that wraps Order Entry is located on Google Drive here. This project will be used for most of the examples in the document, so feel free to load it up and follow along.  In order to view the wrapper, simply unzip the file, and open up the CRMOEOrderUI.vbp.

Create the Wrapper

The following instructions will show the basic steps on how to create a Sage 300 UI Browser Wrapper.  The wrapper can then be referenced by an ASP page. There should be a constant interaction between the UI, the wrapper,…

Visit link: How to Run Customized Sage 300 Screens from Sage CRM

Problems with Branching by Feature

I locate info about ACCPAC ERP. I found this post worthwhile.

Introduction

Back in January I wrote a blog on Branching by Feature. In this article I want to talk about some problems with branching by feature as well as talk about some other approaches. We’ve been doing branching by feature since a bit before the previous article was written and although some things are working out, there are definitely some disadvantages.

nobranch

Becoming Overly Cautious

The idea of branching by feature is that features aren’t committed into the trunk until they are complete and fully tested. This sounds great, but it leads to some bad behaviors. People get overly cautious about merging their feature back into the trunk. People want to have a perfect merge and just keep delaying it and delaying it. Further the people using the trunk tend to resist merges and keep delaying them asking for more testing or more reviews.

This then leads to all the features being off on separate branches. But what if you are doing something that requires two of these features? You have no way to get them together. Then you have build servers continuously building all these branches, automated testing servers testing them and various other infrastructure being tied up.

Lack of Continuous Integration

To me the main drawback of branch by feature is a lack of continuous integration. Any bad interactions by the outstanding features are not found until much later. A lot of times…

Read more from the original source: Problems with Branching by Feature

Sage 300 ERP 2016 SQL Server Only

I look for data on ACCPAC. I found this article entertaining.

Introduction

If you were able to attend the Sage 300 ERP roadmap sessions at Sage Summit you would have heard that the next major release of Sage 300 ERP (named 2016 but released in 2015) will be dropping support for Pervasive.SQL and Oracle as database servers. This means the only supported database will be Microsoft SQL Server. Although we will support several versions of SQL Server long with the Azure SQL flavor.

The intent of this article is to help make sure everyone has plenty of advanced warning about this change. To help explain the rationale behind this decision, and to help people formulate migration plan if you aren’t already running SQL Server.

Pervasive.SQL

PervasiveLogo

The first Windows version of Sage 300 ERP (then called CA-Accpac/2000) was released supporting one database which was good old Btrieve 6.15. We all have fond memories of those days when the world was much simpler, we just needed a simple robust database manager without any other real concerns. At that time we had a good bundling deal with Btrieve so we could include a database engine with every System Manager. At that time Btrieve was owned by Novell. At that point in time Btrieve was a good low cost database manager that supported transactioning, it was used by many ERPs, and was relatively easy to install and administer. Novell sold off Btrieve back to its original developers and that evolved into…

Read more: Sage 300 ERP 2016 SQL Server Only

Sage Intelligence Go!

I sometimes locate data on ACCPAC. I found this blog post interesting.

Introduction

A new flavor of Sage Intelligence was demonstrated by Himanshu Palsule during his keynote at Sage Summit called Sage Intelligence Go! (SIG). I thought I’d spend a bit of time this week providing a few more details about what it is and where it fits into the scheme of things.

Sage Intelligence is a business intelligence/reporting tool used by many Sage ERP products. For those who have been around the Sage 300 ERP community, they will recognize it as Alchemex which Sage purchased a few years ago. This is a product that runs as a Microsoft Excel add-in which extracts data from the ERP to be manipulated by the power of the Excel spreadsheet engine. This is a very popular way of doing Financial Reporting since you often want to present the data graphically or you want to perform complex calculations or you want to slice and dice the data using pivot tables. Excel provides a great platform for performing these tasks. The original Financial Reporter bundled with Sage 300 ERP works in a similar manner as an Excel Add-in. Sage Intelligence is used for quite a few things beyond Financial Accounting including Sales Analysis and other predictive type BI functions.

Sage Intelligence has been around for a while and is a good mature product. Since it is written with the full Excel add-in SDK, it must run in Excel and specifically the locally installed version of Excel. This…

Read more here: Sage Intelligence Go!

On Organizing Agile

I often locate info about ACCPAC. I found this article entertaining.

Introduction

Generally Agile Programming is first taught as a very simple process, only involving some simple tools found in most kindergartens. The basic ideas of Agile Programming are quite simple and designed to make software development easier with less wasted work. However many people that adopt Agile find this transformed into quite a rigid bureaucratic system that isn’t very productive. What are a few things that can go wrong? How can you return to the simplicity of the original Agile goals? How can you track and manage large projects with many teams and dependencies in an Agile world?

Agile Manifesto

Agile was started by a group of programmers who came up with a simple set of guiding principles.

Mini-manifesto1

The purpose of this wasn’t to obliterate all the items on the right, it was to set some priorities. I think a lot of times when organizations adopt Agile, they follow this initially, but over time develop fixed ways of doing things and begin to have rationalizations that when they are doing the things on the right, they are really doing the things on the left. It takes a bit of organizational self-awareness to stay on guard against this.

Organizing Big Projects

A lot of simple courses on Agile focus on projects executed by one sprint team. Then to scale the process they wave their hands and just say you have multiple sprint teams executing off the backlog. Sounds good…

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Troubleshooting Problems in the Cloud

I often locate blogs about Sage ERP ACCPAC. I found this entry helpful.

Introduction

Imagine that you are managing a large cloud based solution with lots of moving parts, thousands of users and fairly complicated business logic going on all the time. Now an irate customer phones into support complaining that something bad happened. Sometimes from the explanation you can figure out what happened quite easily. Sometimes what the user described sounds completely inexplicable and impossible. Now what do you do to troubleshoot the problem?

Easy Problems

First let’s review how easy problems are solved and can be dealt with quickly:

  • From the description of the problem, the programmer goes, oh of course we should have thought of that and on reviewing the code finds and easy fix which can be deployed easily. (Too bad this doesn’t happen more often).
  • The programmer scratches his head, but carefully goes through the customer’s steps and reproduces the bug on his local system, so he can easily investigate in the debugger and solve the problem.
  • The problem is a bit of a mystery so a programmer and support analyst using GoToMeeting to watch the customer work. On watching them work, they realize what this customer is doing differently to cause the problem and then the programmer can reproduce and debug the problem.
  • On examining the standard application logging, an unhandled exception is found in the log around the time the customer reported the problem…

See the original post here: Troubleshooting Problems in the Cloud

Sage Summit 2014

I often find info about Sage ERP ACCPAC. I found this entry useful.

Introduction

I’m just back from Sage Summit 2014 which was held at the Mandalay Bay Resort/Hotel in Las Vegas, Nevada. There were over 5200 attendees at the show, a new record for Sage. The Mandalay Bay is a huge complex and I racked up a record number of steps for GCC getting from one place to another. Las Vegas is easy to get to for most people since there are a lot of direct flights from around North America and you can find really cheap hotel accommodation near to the conference (like $29 at the Excalibur which is connected to Mandalay Bay by a free tram). The only down side to having he conference in Vegas is that smoking is still allowed in many public places, which is really annoying.

The conference had a great many guest speakers including quite a few celebrities like Magic Johnson and Jessica Alba. The convention trade show wasn’t just booths, there were also open speaking theatres that always had something interesting going on as well as the Sage Innovation Lab Exhibit.

There were a great many product breakout sessions as well as a large number of breakout sessions on general business and technology topics. The intent was to make Sage Summit a place to come to for a lot more than just learning new technical details about your Sage product, or promoting new add-ons for you to purchase. A lot of customers attending the show told me that it was these general…

Continued here: Sage Summit 2014

Evicting Users from Sage 300 ERP

I often find articles on Sage ERP products. I found this post useful.

Introduction

Generally Sage 300 ERP is used in a multi-user environment where users could be distributed across a large building or located in many different sites. Further Sage 300 ERP uses a concurrent licensing model for users, so if you have 10 Lanpaks then 10 people can login at once; however, it doesn’t matter which ten people it is.

Often companies save a bit of money by buying fewer Lanpaks than users of the product. Perhaps a clerk works the early shift of 7-3 and then when they go home a Financial Accountant runs some Financial Reports. But what happens if that clerk doesn’t sign off? What if they work at home and aren’t answering their phone? Now the Financial Accountant gets a message that all the Lanpaks are in use and can’t get their work done.

Evicting Users

To solve this problem Sage 300 ERP 2014 Product Update 2 will be introducing an Evict Users feature. Previously we provided a detailed list of everyone in the system and what they are doing which I blogged on here.  Now you can also kick them out of the system to recover the Lanpak for someone else to use.

From the Current Users screen there is now a push button to “Sign Out Selected Users”. You then get a dialog with a dire warning and are requested to enter the admin password and confirm to kick out the desired user.

evict

Then in a minute or so, all the screens for that user will be terminated…

Link: Evicting Users from Sage 300 ERP