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CodePartners Blog
Thanksgiving Reflection
by Brian Terrell
I exchanged opinions with new friends from California, Oklahoma and Illinois over lunch recently about the greatest inventions of all time. We make our living through automation and technology, and are amazed and excited by the miracles technology allows us to experience every day. However, I was not surprised when no one mentioned cloud computing.
...
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Tagged With:
BTerrell Group
,
Client Satisfaction
,
CodePartners
,
Thanksgiving
/ 2507 Views
Creating Customized Client Reports in Sage 300 ERP
by Emma Tsai
Last week, I delivered an interesting project to a client. The client needed a customized spreadsheet that allowed them use a formula to create the new base price of an item when new options were added to a base component.
For instance, if a customer ordered a base item with an option 1 and option A, our client wanted to increase the base price of the finished item by 5...
Read More »
Tagged With:
Accpac
,
Customized reports
,
Sage
,
Sage 300 ERP
/ 4241 Views
Integrating PixelPoint POS with Sage 300 ERP
by Hrayr Galoyan
I love systems integration projects. If executed successfully, they are very rewarding for all parties involved. For the end user, they provide much needed automation and integration between otherwise unconnected systems; no more manual entries and user errors. For Sage business partners, it makes it more difficult for clients to switch to another ERP system, thus help...
Read More »
Tagged With:
Integration
,
PixelPoint
,
POS
,
Sage 300 ERP
/ 5762 Views
How to Bypass Smart Rule Warnings
by Joe Zhou
Prior to attending Intacct
Advantage 2013, our team wrapped up our
first
Intacct and Sage CRM Integration project
.
This project began out of necessity for the sales team to initialize an opportunity in
Sage CRM
and automatically promote this opportunity to Intacct once the opportunity becomes a project. To create a project in Intacct, the sales team begins the workflow by i...
Read More »
Tagged With:
Sage CRM
,
Intacct
,
Intacct Integration
,
Intacct Platform Services
,
Smart Rule
/ 3014 Views
Business Partners Must Turn Their Lemons into Lemonade!
by Brian Terrell
About 10 years ago, mid-market ERP software publishers created software maintenance plans to finance ongoing research and development efforts. Publishers require a significant investment to update software to offer additional functions or support improved operating systems or databases. Several years ago,
Sage
eliminated the basic version of these plans and disrupted their ...
Read More »
Tagged With:
CodePartners
,
Customization
,
Sage
/ 2623 Views
How Safe is the Amazon Cloud?
by Brian Terrell
This blog title appears overly dramatic; however, I received this exact email from a CodePartners' client recently:
T
he
application is hosted on the Amazon cloud, as you perhaps remember. Apparently Amazon has lost the server that the application was on. Yes, they physically lost the server so the app is no longer accessible. We have been asked to reload the appl...
Read More »
Tagged With:
Amazon
,
Fault-Tolerance
,
IP
,
web hosting
/ 2976 Views
How to Query Sage 300 ERP Data without ActiveX Data Objects
by Kristi Feng
Last week, I came across a discussion in the Sage 300 ERP VBA forum with a very interesting view of
CS0120
.
When creating customization projects, I often find the need to search for a field in a record that is not originally part of the index key or requires me to use a complex SQL query statement.
While I usually retrieve data by connecting to the database using
MS ADO
, I...
Read More »
Tagged With:
ADO
,
Query
,
Sage 300 ERP
,
Tips
,
VBA
/ 4777 Views
How to Query Using Microsoft SQL Server to Create XML, Part II
by Sheila Zhang
This blog is a continuation from my previous blog: How to Query Using Microsoft SQL Server to Create XML, found
here
.
Another great query using
Microsoft SQL Server
to create
XML
is using this process:
You can manually define your selected SML format by using the PATH option of the FOR XML clause. In the PATH mode, the standard XML XPath, which describes the path...
Read More »
Tagged With:
MSSQL
,
SQL
,
SQL Query
,
XML
/ 6801 Views
Creating Optical Character Recognition Programs Compatible with Microsoft Office
by Jacky Xu
OCR (
Optical Character Recognition
) is the recognition of printed and written text characters. This functionality is compatible with
Microsoft Office
and here is how OCR checks your image's file, translates it into text, then saves this information into a text file.
First, install
Microsoft Office Document Imaging
2007 on your device. If run Office 2010 or higher, you may install Shar...
Read More »
Tagged With:
OCR
,
Microsoft
,
Microsoft Office Document Imaging
,
MODI
,
SharePoint
/ 16691 Views
Sage 300 ERP Customization: PO Receiving Slips Screen
by Emma Tsai
I recently received a request from a business partner who wanted to customize their PO receiving slips screen within their
Sage 300 ERP
system. To begin this customization, I modified their standard PO receiving slips screen to filter the PO receipt by date and vendor group.
Next, I ensured all server and credential information were created in the set-up screen for their users....
Read More »
Tagged With:
Accpac
,
Customization
,
Sage 300 ERP
/ 5966 Views
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