Pre-Conference Training Demonstrations TaiRox Productivity Tools Don Thomson, CEO

Areas of Focus Lots of Companies Lots of Transactions Fast Tools for Large Databases TPT: Finding the Right Data, Quickly

Names of TPT Programs Extended Complete, Delete, Update, Ship, Invoice Means the program “takes over” a Sage 300 UI Complete, Delete, Update, Ship, Invoice Means the program performs hundreds of operations Other Typically means improved process management

38 Tools Vendor Inquiry!!! Apply Documents!!! Accounting Status Mass Billing Stock Reorder Mail Merge User Management Fix Item Valuation Errors Set Recurring Dates Sync Timecards Extended G/L Accounts Extended G/L Segment Codes Extended G/L Account Groups Extended Fiscal Calendar Extended Create New Year Extended Inventory Items* Extended Vendor Details Extended Customer Details Extended Manufacturers’ Items Extended Item Pricing Extended I/C Segment Codes Extended Customers* Extended Vendors* Extended PO Entry Extended Order Entry Extended Shipment Entry Complete Orders Complete Purchase Orders Complete Zero Receipts Delete Orders Delete Quotes Delete Purchase Orders Delete Items Update Orders Update Shipments Update Purchase Orders Ship Orders Invoice Shipments

Extended G/L Accounts – Training Details

Extended G/L Accounts – Notes Uses Sage 300 objects for source and destination copying Requires 2 Lanpaks No operation will copy balances Operations Insert Only – safe Update Account Description Only – safe Full Update – merges optional fields, will change account type, etc.

Extended: Copying Extended G/L Accounts Extended G/L Segment Codes Extended G/L Accounts Groups Extended Fiscal Calendar Extended Create New Year Extended Inventory Items* Extended I/C Segment Codes Extended Item Pricing Extended Customers* Extended Vendors*

Extended Inventory Items – Training Details

Extended Inventory Items – Notes Sage 300 will delete an item referenced in old orders Consider third party modules Consider integration with external systems Look at the Delete Items tool Standard practice: merge to a generic unused item

Extended Customers – Training Details

Extended Vendors – Training Details

Extended: No Copying, SmartFinders, etc. Extended Customer Details Extended Vendor Details Extended Manufacturers’ Items Extended PO Entry Extended Order Entry Extended Shipment Entry

Extended PO Entry – Training Details

Extended Order Entry – Training Details

Clean Up & Catch Up Clean Up Catch Up Complete Orders Update Orders Complete Purchase Orders Complete Zero Receipts Delete Orders Delete Quotes Delete Purchase Orders Delete Items Catch Up Update Orders Update Shipments Update Purchase Orders Ship Orders Invoice Shipments

Clean Up – Complete Orders

Catch Up – Update Orders

Update Orders – Notes Operations: Apply to: Options: Update a kit number Update a BOM number Update an expected ship date Update item prices Substitute one item for another Options: Price approval overrides Update header expected ship date Retain existing line item price Don’t mess with partially shipped orders Apply to: All items A specific item A specified list of items

Managing Processes Vendor Inquiry!!! Apply Documents!!! Accounting Status Stock Reorder Mass Billing Mail Merge User Management

Purchasing – Vendor Inquiry

Matching Payments – Apply Documents

Accounting Status

Stock Reorder

Data Repair Fix Item Valuation Errors Set Recurring Dates Sync Timecards

38 Tools Vendor Inquiry!!! Apply Documents!!! Accounting Status Mass Billing Stock Reorder Mail Merge User Management Fix Item Valuation Errors Set Recurring Dates Sync Timecards Extended G/L Accounts Extended G/L Segment Codes Extended G/L Account Groups Extended Fiscal Calendar Extended Create New Year Extended Inventory Items* Extended Vendor Details Extended Customer Details Extended Manufacturers’ Items Extended Item Pricing Extended I/C Segment Codes Extended Customers* Extended Vendors* Extended PO Entry Extended Order Entry Extended Shipment Entry Complete Orders Complete Purchase Orders Complete Zero Receipts Delete Orders Delete Quotes Delete Purchase Orders Delete Items Update Orders Update Shipments Update Purchase Orders Ship Orders Invoice Shipments

Hiding Tools – With or Without Security

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