Don Thomson, CEO, Accpac Founder

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Presentation transcript:

Don Thomson, CEO, Accpac Founder Sage 300 Customization Don Thomson, CEO, Accpac Founder

Customization Topics Embracing Customization Professional Customization TaiRox Productivity Tools and Orchid Extender 100+ Customizations: Some Examples

Embracing Customization Sage 300 Third Party Products Fill Many Gaps Retain Your Largest Sage 300 Customers Sometimes product compromises are not enough Compete in The Sub-Enterprise ERP Niche Having a $10,000 customization budget

Professional Customization Formal Processes Version Control Build Environments Software Change Process Save $: Extended Processing SDK Module, XK Product Prefix, Data Activation Built-In Sage 300 Security, Logging, Exception Handling Techniques Work for Sage 5.6 through to 2019 Save $: A Customization can be a Product Feature

TaiRox Productivity Tools and Orchid Extender Work Together to Extend Sage 300 Functions

Strangest Customization?

Most Obvious Benefit?

Integrations Pick-Up or Drop-Off Spreadsheets to Network or Web Import A/R Invoices, A/P Expenses Import Orders (shipped, invoiced) from Web Store Export T4A / T5018 Data to CRA Export Payment Batches to Visa, MasterCard, Amex Automate UPS WorldShip Invoicing Download Rates for Oracle Financials Maintain Canadian WCB Tables Create A/R Invoices from Work Order System Amazon, Build Plans, Contract Manufacturers, Warehouses

Halt! Restrict O/E to One Location per User Force O/E Entry of Optional Field (on main form) Stop Allocation of Serial Numbers (Ship All) Enable Multiple System Generated Payment Batches

Manipulate Data Fast G/L Account Code Change (500Gb Companies) Transfer Inventory from Stub Manufacturing Company Multi-Company G/L Trial Balance, Transaction Listing Update Purchase Order Costs by Either 80% or 100% Calculate Norming Asset Amortization At Transaction Date A/R Receipts: Allow Discounts Beyond the Discount Date Substitute Customer on an Order Recreate Accidentally Deleted Data Tables Create SQL Queries on GLPOST for Auditors Create "Available to Sell" Spreadsheet

Parking Log Management

Traffic Control Dispatch

More About TaiRox Customization https://www.tairox.com/customizations-for-sage-300-erp-accpac.html https://www.tairox.com/news/2019/tpac-2019-handouts.html