Posts Tagged ‘Sage Accpac Intelligence’

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Accpac V5.6- Asset Register for ‘Norming Fixed Assets’

November 18, 2011

APPLICATION
Using this report will give you rapid visibility of all Assets and salient Asset related information for the improved management of Assets and serves as a basis for statutory Fixed Asset reporting.

ROI AREA
Improved management of Assets

SOLUTION FEATURES

This solution has two performance variants:

V1.0 Displays a register of all Assets by Location and Asset Group, Status, Acquisition Date and the values for Original Cost, Accumulated Depreciation and Net Book Value. Two Additional views of the report are included – 1) a list of Assets by Acquisition Date 2)a list of Assets by Disposal Date (This is a free variant and displays all Project Budgets but only transactions for the past 30 days)

V1.1 Displays a register of all Assets by Location and Asset Group, Status, Acquisition Date and the values for Original Cost, Accumulated Depreciation and Net Book Value. Two Additional views of the report are included – 1) a list of Assets by Acquisition Date 2)a list of Assets by Disposal Date.

 

This solution contains the following useful features to achieve your goal of rapid PJC P&L interrogation:

1) Easily filter the report by Location and Asset Group, Status, Acquisition Date to isolate Assets of interest for a particular application

2) Swiftly adding and removing report dimensions

3) Using this report in MS Excel as a basis for statutory or other management reporting

Variants available here.

Platform: Accpac V5.6

Excel Version: 2007 +

 

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DYNAMIC DASHBOARD ANALYSIS – available from bxIntelligence

October 7, 2010

This question must have been occupying somebodies mind out there at some point: “The SAI dashboard is great for summarizing business activity and driving organizational change but is there a version of this report that allows me to change the YTD figures without re-running the report, or just focus on a particular period’s activities?”

The answer is of course ‘Yes’. Contact Craig at the contact details in this blog to purchase one of the reports below:

1) Reporting from Order Entry – Change the YTD figures without re-running the report or just focus on a particular period’s activities

Dynamic DBoard

2) Reporting from Accounts Receivable – Change the YTD figures without re-running the report or just focus on a particular period’s activities

DynamicDashBoardAR

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REVENUE_AR REPORT – free download

October 6, 2010

For those who have clients without the Operations Suite installed, I know what it feels like to run the Sales Report in Sage Accpac Intelligence and receive that dreaded error message about there being no Order Entry tables. To enable such clients to view sales figures, download the report below and import it into SAI.

An image of the attached report is below:

RevenueAR

RevenueAR

REVENUE_AR_MSSQL

REVENUE_AR_PSQL

As usual, to import a report, the receiving system requires a second Report Manager license and/or a Connector module license. I recommend the following steps for use:

  • Click the link above to download the file
  • In the Report Manager, right click on an existing folder and select the ‘import report’ menu option
  • Browse to the file, select it and choose positive answers to all questions

The report is now ready for use in the folder to which it was imported.

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SECURING SAI REPORTS

October 5, 2010
MODULE LEVEL SECURITY
Each SAI module that can be launched from the ACCPAC UI will follow the standard ACCPAC Roles, Users and Authorization processes that ACCPAC uses for securing all its other modules. Using the the standard security screens in ACCPAC it will be possible to Allow or Restrict given users (through Roles) from launching the relevant SAI modules.
REPORT LEVEL SECURITY
To provide more granular level security at a report level, an Accpac Intelligence Security Manager is provided that allows users to be granted access to run specific reports only. For this the following rules will apply:-
  • Report Level Security at installation will by default be switched off and must be switched on within the Security Manager to take effect
  • Only users added to the Administrative role will be allow to Add/Edit/Delete reports within the Report Manager
  • The list of Users within Accpac will be synchronised with the list of users in this Security Manager.

How can I secure my Sage Accpac Intelligence reports and modules?MODULE LEVEL SECURITYEach SAI module that can be launched from the ACCPAC UI will follow the standard ACCPAC Roles, Users and Authorization processes that ACCPAC uses for securing all its other modules. Using the the standard security screens in ACCPAC it will be possible to Allow or Restrict given users (through Roles) from launching the relevant SAI modules.REPORT LEVEL SECURITYTo provide more granular level security at a report level, an Accpac Intelligence Security Manager is provided that allows users to be granted access to run specific reports only. For this the following rules will apply:- Report Level Security at installation will by default be switched off and must be switched on within the Security Manager to take effect Only users added to the Administrative role will be allow to Add/Edit/Delete reports within the Report Manager The list of Users within Accpac will be synchronised with the list of users in this Security Manager.

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EVALUATING COMPLEX FORMULAS

October 5, 2010

We have all received a formula from a colleague trying to be smart and found it difficult to understand the make-up thereof. Excel provides a tool to evaluate the results and make-up of a formula in the form of the ‘evaluate formula’ button in the ‘formulas’ tab in the ribbon. With the cell selected, click the ‘evaluate formula’ button and then click the ‘evaluate..’ button multiple times. Each time it is clicked the next parameter in the formula/function is evaluated.

 

Evaluate Formula

Evaluate Formula

 

This is a very useful feature for understanding a complex formulas and for troubleshooting such formulas.

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REPORT CREATION OVERVIEW

September 15, 2010
The process of creating a NEW report requires that you use the Sage Accpac Intelligence Connector to create a connection to a data source. The Sage Accpac Intelligence Report Manager is then used to create the report and link it to an Excel template. The following figure summarizes the entire process of creating a report using the Connector and the Report Manager module: 

 

Reporting Overview

Reporting Overview

 

  1. use the Sage Accpac Intelligence Connector to create a connection to a data source
  2. add a data container which may constitute a table, join, SQL query or existing view
  3. add expressions (database fields) which are exposed in the container referred to above
  4. now fire-up the Report Manager and create a folder
  5. right click the folder and select the option to create a report, linking the report to the container created above
  6. select a set of expressions (database fields) from those available and sort these as they should appear in the report
  7. run the report
  8. make the desired changes to the resulting Excel template
  9. link this template back to the report for future use

 

 

 

 

Craig Juta is a SAI and Excel BI expert operating out of Alberta, Canada

 

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REPORT PROPERTIES – FILTERS & PARAMETERS

August 24, 2010

Filters and Parameters both serve the same purpose – limit the records delivered to the Excel template to those that meet the logical condition applied by the user.

Both have 3 steps for a basic setup from the filters/parameters tab – Click ‘Add’ -> select a field from the field list -> select the logical condition from the list -> type a value (in the case of a filter) and a default value (in the case of a parameter) for the logical condition to use (this value may be typed, selected (by hitting the ‘…’ button) or a system variable added (by hitting the ‘@’ button).

The difference is that the filter always uses the user-defined filter value and the parameter requests a value from the user each time the report runs.

Craig Juta