Greytrix Implements Sage EES @ Pratham Filters

Pratham Filters, a filtration company chose Sage EES, which integrates Sage ACCPAC ERP and Sage CRM new system which was implemented by Greytrix, Sage's implementation partner. Aside from the Sage EES solution suite, Greytrix also deployed Greytrix TDS, which caters to the taxation needs based on set Indian standards and policies.Read more about the successful implementation of Sage EES across Pratham Filters 

Greytrix's first step towards Hospitality industry

Here is the story about how Mumbai’s Greytrix went the extra mile, in a seemingly simple set up and gave Goa’s Alila Hotels the right fit.

Alila was in search of an ERP application coming from a well-reputed international vendor and one which could integrate seamlessly with the existing front-end property management software and help us maintain inventory, payables, and receivables as well as send automatic reports in desired formats to our head office.

The new ERP has enabled Alila to control their inventory, collection as well as given them performance indicators on a real-time basis. At any time, on click of a button, the client has access to MIS reporting, inventory position to avoid stock outs and overstocking, generate outstanding receivable aging for collection, as well as customer statements. The new ERP gives the hotel an easy way to integrate data coming from various departments and come up with a unified report that can be sent to its headquarters in Singapore.

For more information, please visit: http://www.channelworld.in/case-study/greytrix-implements-erp-alila-hotels

                                                                   

Clearing the Deposit one by one in Bank Reco even though we have entered multiple entries in one batch of AR Receipt.

In Sage Accpac 6.0-500 it is not possible to clear the individual entries in Bank Reco.

Consider a case where you have entered 5 receipt entries in one batch then in such cases we have to clear the entire amount at once in Bank Reco. Accpac does not allow clearing of individual receipt one by one in Bank Reco. screen but after the release of Product Update 1 for Accpac 6.0 they have recovered from this bug and provided a way to clear the entries individually.

                                                                             

Following is the process for the same.

Process:

1.       Go to the Bank Reconcile Statement Screen.

            

2.       In the above Screen shot I have highlighted one entry of a deposit of amount 2522.66. The entry contains two AR receipts one of amount 2171.08 and other of amount 351.58. By default the status of the entry is outstanding as shown below.

3.       As this amount consists of two different amounts, we need to clear only one amount out of two. Thus here you need to change the status ‘Outstanding’ to ‘Reconcile by deposit detail’ as shown in the following two figures.

Own below

4.       After changing the status of the line click on the Detail button which lying at the bottom of the screen as shown below.

          

5.       After clicking on the detail button the following screen will open.

6.       As shown above the highlighted area contains the total amount which consists of two entries which are reflecting in the grid below.

7.       Now consider a case where we want to clear only the first entry. Thus in this case we will enter only the amount that we want to clear in the highlighted area as shown below.

8.       In the below figure you will notice that the cleared amount at the top has been change to 2171.08 and then we have change the status of that individual entry from outstanding to Cleared.

9.       After changing the status click on the save button and close the screen.

10.   After closing the screen, you will get the following display which will show you a difference of 351.58 which is yet to be cleared. And which you can clear later according to your requirements.

11.   In this way you can clear the individual receipt entries in the bank Reco even though you have entered multiple entries in single batch in AR Receipt Batch.

Greymatrix – Apparel Solution for Sage Accpac ERP

Greymatrix is a grid inventory system that offers Apparel Retailers with a user friendly interface to maintain transact and analyze their large inventory distributed by style, colour and size. Seamlessly integrated with Sage (Accpac) 300 ERP, GreyMatrix helps the garment and shoe merchants to obtain a 360 view of their inventory, operations and finance and provide detailed retail analytics and business intelligence.

Trial 6.0 | YouTube Videos | Feature List

Overview: Below screen shot shows the GreyMatrix module in the Sage (Accpac) 300 ERP

Features:

Comprehensive solution with integrated Finance, Operations and Inventory modules.

·         Capture unlimited Style, Color, Size and Images.

·         Simplified Data entry during Procurement, Sales and Distribution.

·         Integrated with Special Localized Taxations.

·         Reduce pilferages in stock at SKU level.

·         Exclusive Style master for item generation.

·         Option to generate Generic Reports along with Style images.

In our next blog we will show how the Setup and Transactions works.

How to generate Styles in Greymatrix for Sage 300

In our last blog, we discussed about how to setup GreyMatrix for your Sage (Accpac) 300 ERP system.

Today, we will discuss about how to generate the items for a particular style. As now we are aware that Style is based on 3 important parameters i.e. Color, Size and Style. Thus our Style maintenance generates different items based on the combination of all the Colors and Sizes selected against the style.

Let us brief out the functionality of the style master screen; this function is similar to item master screen, the only difference is that, we create the style for maintaining the items, color and size wise.

As the need of the Apparel is to allow the user to enter different colors and sizes at a single point of time, Greytrix Apparel creates a 2 X 2 matrix where the Color = Row Attribute and Size = Column Attribute.

Now as we have already selected the Color and Size, we need to set the vendor detail and location detail for the Style.

Similar to the item master we can also assign the optional fields (If required) and taxes in respective tab. You can add the picture in the picture tab so that you could keep track on the style easily.

After entering all the details in respective tab we are ready to create a style, click on save to save the details and to click on Generate/Update button to create the Items with the combination of all colours and sizes.

After generating the items from the style master, you could find the list of items which are generated based on the combination of Style code, Color and Size. I.e. if we have 3 colors and 5 sizes of particular style, we will have 15 total items in the IC item table. All these items generated are having same configuration as selected in the Style.

If user wants to modify the style, he /she can modify the style and then need to click on save and Generate/Update button to update it in the item master.

We also have a short video which summarizes this process.

Database Profiles table error on Sage 300 Workstation

You come across Database profiles table error while opening the database Setup utility on a Sage (Accpac) 300 ERP workstation. It may persist even after you assign all Read\Write rights to the system and windows user on Sage Accpac folder in installation directory.

This type of error occurs due to invalid path of Programs and Shared data while installing Accpac Workstation on another machine. Suppose we have installed Sage Accpac Server on one system having IP as 192.168.0.56 with installation directory path for Sage Accpac as

Programs       C:\Program Files\Sage\Sage Accpac6.0
Shared data   C:\Program Files\Sage\Sage Accpac6.0\Data

Subsequently, we assign necessary rights to user of the workstation machine from the server where Sage Accpac in installed, as shown in the screenshot below.

Usually, we consider this type of issue is due to inadequate rights and that’s correct. However there may be some other cause ahead of this which can result in the above error. You may follow the below procedure to overcome this.

1. As mentioned above, firstly cross check if rights have been assigned on Sage Accpac Server machine to the windows user where Sage Accpac workstation has been installed (refer the above screen shot).

2. Then, on the workstation machine go to Start>>Run>>Type ‘regedit’ and press enter. A registry editor screen will be opened.

3. In registry Editor Page Go to My Computer >> HKEY_LOCAL_MACHINE >> Software>> Accpac International, Inc >> Accpac >> Configuration.

 As in above screenshot, the path for Shared data is given as ‘\\192.168.0.56\Sage Accpac 6.0’ wherein 192.168.0.56 is the IP of Accpac Server machine and rest is shared directory of Sage Accpac on Sage Accpac Server machine. But on Sage Accpac Server machine, we had put the directory path as ‘Sage Accpac6.0\Data’ which is different from the path mentioned in the above screenshot.

4. Now click on Highlighted Shared data. It will show you certain options. You may select ‘Modify’ option to make the changes.

5. Once we click on ‘Modify’ the Edit String screen will appear. It will allow you to change the path of the Shared Data in Value Data Field. Now put the path as given in below screenshot.

6. After following the above steps, Go to Start menu and open Sage Accpac>>database Setup. Now the Sage Accpac database setup screen should open without any issue.

In this way, we can operate Database Setup on Sage (Accpac) 300 ERP workstation.

Customer Number Merge in Sage 300 ERP

In our earlier blog we discussed about the Customer Number change feature, now lets see how customer number merge works in Sage (Accpac) 300 ERP in a similar situation like migration.

Customer Number Change in Sage 300 ERP

We will now see the ‘Combine’ option under the Customer Number Change utility found in the AR module. The ‘Combine’ option allows two or more Customers to be combined or we can say ‘merged’ into a single target Customer. The target must be a customer existing in Sage (Accpac) 300 ERP . Customers are not created during the Combine process. The entire source Customer’s data records, including account balances, history and transactions will be merged into the existing or target Customer’s account. The source Customer Number is then permanently removed from the Sage ERP Accpac system.

Let’s look at an example as shown in screenshot in which the client wanted to keep single Customer say ‘ESSAY INFOTECH’ from two customers from his source ERP which are ‘ESSAY SOFTAWARES and ‘ESSAY INFOTECH’. So we would follow the below procedure to merge the customer code ‘5001’ into ‘5002’

1. Choose combine option from the action box on the new window.

2. In the Combine box, choose the customer number which you wish to combine into the final or target Customer Number. This can be done by typing in the Customer Number, moving through the list of Customer Numbers using the Up and Down Arrow keys, or choosing on the List Button and selecting the Customer Number. Here we have selected customer code ‘5001’. Once the Customer Number has been chosen, the corresponding Short Name and Customer Name are displayed in the appropriate fields.

3. In the ‘In To’ box, type/ select the target Customer Number, that should consist of the combined information. Here we have selected Customer code ‘5002’. Also, within the ‘In To’ box the displayed Short Name and Customer Name can be edited if so required.

4. Once you are satisfied with the information, choose the OK button to add this entry to the Change List. Choose Cancel to discard the current change entry.

Thus, we can merge or combine two or more customers into one Customer for Sage (Accpac) 300 ERP . These and other helpful features make Sage (Accpac) 300 ERP a preferred ERP by small and medium sized businesses to migrate.