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

Areas of Focus Lots of Companies Lots of Transactions Fast Tools for Large Databases

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

Names of Programs Extended – 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

35 Tools 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 I/C Segment Codes Extended Item Pricing 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 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 – 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 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 – Complete 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: – 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

35 Tools 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 I/C Segment Codes Extended Item Pricing 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 Vendor Inquiry!!! Apply Documents!!! Accounting Status Mass Billing Stock Reorder Mail Merge User Management Fix Item Valuation Errors Set Recurring Dates Sync Timecards

Hiding Tools – With or Without Security

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