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Pre-Conference Training Demonstrations TaiRox Productivity Tools
Don Thomson, CEO
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Areas of Focus Lots of Companies Lots of Transactions
Fast Tools for Large Databases TPT: Finding the Right Data, Quickly
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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
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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
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Extended G/L Accounts – Training Details
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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.
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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*
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Extended Inventory Items – Training Details
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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
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Extended Customers – Training Details
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Extended Vendors – Training Details
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Extended: No Copying, SmartFinders, etc.
Extended Customer Details Extended Vendor Details Extended Manufacturers’ Items Extended PO Entry Extended Order Entry Extended Shipment Entry
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Extended PO Entry – Training Details
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Extended Order Entry – Training Details
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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
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Clean Up – Complete Orders
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Catch Up – Update Orders
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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
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Managing Processes Vendor Inquiry!!! Apply Documents!!!
Accounting Status Stock Reorder Mass Billing Mail Merge User Management
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Purchasing – Vendor Inquiry
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Matching Payments – Apply Documents
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Accounting Status
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Stock Reorder
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Data Repair Fix Item Valuation Errors Set Recurring Dates
Sync Timecards
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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
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Hiding Tools – With or Without Security
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Questions ?
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