EST151: Maintain Parts
|
|
- Ronald Esmond Mosley
- 6 years ago
- Views:
Transcription
1 EST151: Maintain Parts CERTIFIED COURSE CURRICULUM SAGE UNIVERSITY
2 IMPORTANT NOTICE This document and the Sage 100 Contractor software may be used only in accordance with the Sage 100 Contractor End User License Agreement applicable to the Sage 100 Contractor software. You may not use, copy, modify, or transfer the Sage 100 Contractor software or this documentation except as expressly provided in the license agreement. Visit Sage's training services Web site at call , or us at to learn about training classes that Sage adds throughout the year. Contact your business partner to learn about local training options. Information in this document is intended solely as general information with respect to common business issues and is not to be construed as professional advice. Consult a tax or accounting professional for all tax and account related questions. THE INFORMATION HEREIN IS PROVIDED AS IS AND ALL WARRANTIES ARE EXPRESSLY DISCLAIMED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY: OF MERCHANTABILITY; OF FITNESS FOR ANY PARTICULAR PURPOSE; OF NON-INFRINGEMENT OF ANY PROPRIETARY RIGHT OF ANY THIRD PARTY IN ANY COUNTRY; OTHERWISE ARISING OUT OF ANY PRODUCT, PROPOSAL, SPECIFICATION OR SAMPLE; AND ANY WARRANTY THAT THE DOCUMENT IS ERROR FREE. No license, express, implied, by estoppel or otherwise, to any intellectual property right is granted by this document. Sage Software may make changes to the information in this document at any time, without notice. Recipient is solely responsible for assessing the suitability of the information and assumes all risk of use Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 01/2013
3 Estimating Contents Contents Welcome Course Pre-Requisites Training Data for Lecture and Activities Conventions Used in This Workbook Maintain Parts Learning Objectives Benefits of Importing Parts Part File Types Comma Delimited Text Files Steps to Importing Parts Activity 1 Add New Parts Update Parts and Pricing Activity 2 Update Prices Update Vendor s Prices on Parts Add New Parts and Update Prices Maintain Parts Database Activity 3 Update Database Summary: Sage Software, Inc. Online Training at 3
4 Contents Sage 100 Contractor 4 Local Training From Business Partners 2013 Sage Software, Inc.
5 Estimating Welcome Welcome This handout has been designed for use in an instructor-led class for Sage 100 Contractor. Detailed instructions help you recall the procedures introduced by your instructor. Depending on how your training class is conducted, some sections may not be addressed. Refer to these sections in the future as you continue to work with the software. Course Pre-Requisites This course assumes that you have installed Sage 100 Contractor and opened the Sample Company. You should also have participated in the NCT102 course. Training Data for Lecture and Activities As your instructor demonstrates procedures in the software, he or she will access the training data set that has been used to capture application screens in this workbook. You will also use the training data set to complete the activities. You can download the training data sets on the Sage University Web site ( using the procedure explained on the next page. Transactions in the Training Data Set In certain cases, transactions in the data set that you use may show a different year than the illustrations in this book, or than the instructor shows in class. If your data set transactions show a different year, but all other details such as the account setup, vendor names, and jobs are identical, your data set will correspond to the materials in all respects but the date. When you complete the activities that involve dates, you may see a different year in the instructions or screen shot than in your data. Use the appropriate year based on the data you are using for activities. For example, if 2012 is the current year in your data and the activity prompts you to enter prior year information, enter a date in If the activity prompts you to enter current year information, enter a date in Sage Software, Inc. Online Training at 5
6 Welcome Sage 100 Contractor If you already have an older version of the training data installed, you can upgrade it using the directions below to download the latest training data set. If you prefer to use another data set for the activities, you may do so, but your results may not resemble the images you see in the workbook. To Download the Training Data Set 1. In an Internet browser, go to 2. In the right-hand area under QuickLinks, click Training Data. 3. Select the ReadMe File file for instructions on load the sample data. 4. Click the Download the Sample Company Training Data link. 5. Click Run to install the training data. If you see a security warning about the publisher, click Run. 6. Browse to your MB7 folder, then click Unzip, and then click OK. Menu Paths In this workbook, menu paths show you the steps required to start a task. This is a sample menu path: 4-Accounts Payable > 3-Vendor Payments > 2-Pay Vendors Many modules and tasks are also available through Sage 100 Contractor Desktop. The Desktop has a tree structure that reflects the same logical progression as the steps of a menu path. Where to Get Additional Information Application Help Files Each application contains an extensive Help system. The Help is your primary resource for reference and how-to information for all tasks. Help includes Contents, Index, and Search features that help you locate information quickly. You can start Help in two easy ways: Select About this Window from the Help menu in any application. Press the F1 key on the window in any application. Technical Support Knowledgebase The Technical Support Knowledgebase contains the latest information about application features. You must have a current service plan to access the knowledgebase. 6 Local Training From Business Partners 2013 Sage Software, Inc.
7 Estimating Welcome InfoCenter Be sure to check the InfoCenter for product news, announcements, support, and training. Access the InfoCenter from Home & Resources tab > Customer Resources. Submit Enhancement Requests Do you have a suggestion for how we can improve our software? We want to hear your ideas! Open the Product Enhancement Request option from Home & Resources tab > Customer Resources. Ideas you enter will be submitted to our Product Management team. Conventions Used in This Workbook This workbook uses the following conventions: The names of screens, windows, fields, buttons, and other features displayed by the software are shown in bold type. Information you enter into the software is in bold type, as in the example below: Type Miscellaneous in the Amount Type field. Names of keys are shown in capitals; for example, ENTER, TAB. A plus sign (+) between two key names indicates that you should press both keys at the same time; for example, SHIFT + TAB. NOTE: This symbol draws your attention to information of particular interest. TIP: This symbol draws your attention to tips about using a helpful feature of the software. WARNING: This symbol draws your attention to information that is important because it can help you avoid a costly or time-consuming error. FOR MORE INFORMATION: This symbol draws your attention to a reference to another document or to another section in this document Sage Software, Inc. Online Training at 7
8 Welcome Sage 100 Contractor 8 Local Training From Business Partners 2013 Sage Software, Inc.
9 Estimating Maintain Parts Maintain Parts The purpose of this course is to teach you how to import an estimating parts database from a vendor and then maintain it, adding your company s information such as cost codes and cost types and updating prices from your vendor. Learning Objectives In this course you will learn how to incorporate and manipulate existing vendors parts databases for use in Sage 100 Contractor. At the completion, you will be able to: Identify what types of files may be imported. Check a file for problems and consistency prior to importing. Use 9-6 Add Parts/Update Prices to import and update vendors files into your parts database. Add more part information after importing from a vendor's file using 9-7 Update Database. Delete unneeded parts Sage Software, Inc. Online Training at 9
10 Maintain Parts Sage 100 Contractor Benefits of Importing Parts The 9-2 Parts window allows you to track and manage a database of parts your company uses. There are many benefits to importing existing vendors parts lists to your database. Timesaving: The ability to bring in a large number of parts at one time means you won t have to key in each one separately. Clear communication: You will be using the vendor s part description and unit of measure. This keeps it easy to estimate and export purchase orders from your estimate in your vendors language. Easy to update: Using the alpha part number field (we ll look at this field shortly), you can update prices and add new parts from new vendor files. We ll learn more about this later in the class. Part File Types We can import parts lists from text files and database files. Text files must have separations between the fields, and these separations can be either commas or commas and quotes. Thus, there are three types of files that can be imported: Comma delimited text files Comma/quote delimited text files Tab delimited text files Excel files (.xls) Xbase files (.dbf) 10 Local Training From Business Partners 2013 Sage Software, Inc.
11 Estimating Maintain Parts Comma Delimited Text Files First, lets look at a comma-delimited file called Comma.txt. This is a commadelimited file, ready for import into Sage 100 Contractor. You can see that commas separate the various fields. Later, we will import this file and map these fields into Sage 100 Contractor through the 9-6 Add Parts/Update Prices window. In the comma.txt file, the first row consists of a header with descriptions of each column. Note that the Vendor and Vendor Part# columns refer to your vendor s vendor. In this class we will assume that your vendor s vendor is the manufacturer of the parts. Now let s look at how these fields relate to our 9-2 Parts screen. Alpha Part # Description Unit Manufacturer Default Cost and Billing Amount Manufacturer Part Number 2013 Sage Software, Inc. Online Training at 11
12 Maintain Parts Sage 100 Contractor Comma/quote Delimited Text File The second file is named Quote.txt. This is a comma/quote-delimited file, with each field surrounded by quotes, and separated by commas. This file type allows commas in the part description. Tab Delimited Text File The third text file is delimited with a tab character. This is the standard delimited used when saving a file in Excel as a text file. Excel File (.xls) The next file type is Microsoft Excel s default format. This is a proprietary format that can only be read by Excel and by programs designed to open this file format Xbase File (.dbf) The final type is the database file type. This file type can only be viewed in an outside program such as Excel or FoxPro. I will show you a database file by using Excel. Steps to Importing Parts This is a good time to remind you to backup your data twice before you start the import process. Since it is potentially possible to damage the parts file by importing bad data, you want to be sure you can get things back to where they were before you started. First, make sure that the file is one of the above-listed types. Preview the file in Word, Wordpad, Notepad or some other text editor if it is a text file. Preview the file in Excel if it is a.dbf or.xls file. Look to see what type of information is included, what format that information is in, and whether the first line is an actual part or a description of the type of information contained. Second, select option 9-6 Add Parts / Update Prices. Then select Update Part Prices. Next select the vendor s file: We will use the Comma.txt file to import the rebar parts. 1. Select the Source File using the Browse button. The Comma.txt file is in your Sample company folder. Note: if the file isn t in your company directory, you can navigate through your hard drive to get to the file. You may need to change the Type of File so your desired file appears. 2. If the file has a header record, check the First Line is Header box. Our Comma.txt file has a header record. If the left column of the Field Mapping 12 Local Training From Business Partners 2013 Sage Software, Inc.
13 Estimating Maintain Parts section contains field names then we want to ignore it. If it contains the information for an actual part then we want to import it. Check First Line is Header to prevent this header from being imported as a part. 3. Identify how the fields match to the parts screen (we did this in our discussion above). Each vendor may have a different name for different fields, so you have to tell Sage 100 Contractor what these fields are. We do this by matching or mapping the vendor s Source File Fields with MB7 fields. Map fields: 1. In the Field Mapping area, click in the Destination column of the first row of the MB7 Fields. Note that all the cells in this column are initially empty. 2. Now double-click the field in the Destination Fields box that relates to this Source File Field. This will place it in the MB7 Fields column and remove it from the Destination Fields list. 3. As you double-click on the MB7 Fields, they are entered into the mapping grid. Last, determine what part numbering you will use. For this exercise, we ll assign our own sequential Part numbers. You can map the MB7 Part# field from one of the fields in the import file. However, you will need to verify that the chosen field contains only whole numbers (No punctuation, no letters, no decimals) and there are no duplicate numbers and none of the numbers are duplicates of the numbers of your existing parts. To assign your own numbers to vendor s parts, click Assign Part Numbers, select a starting number, and then match the Part# field in the imported file s Source File Field column to the Alpha Part # field in the MB7 Fields database. This allows you to map your database to your vendor s part numbers for use in updating vendor prices from an update file we ll use later. If you are importing a large database, you may want to assign part numbers past the end of your existing parts list, not in the middle of it. Import data: You are now ready to import the data. 1. Click the Add/Update button. You should receive a message that states 5 Records were imported. 2. Click OK. Save your file: Before we check to see if the files have been imported, let s save the file format so it s available to use it again when parts or prices need updating. Another reason to 2013 Sage Software, Inc. Online Training at 13
14 Maintain Parts Sage 100 Contractor save the file is so you can test the new database by importing it to a sample company before using it in your actual company. 1. On the File menu, click Save. 2. Type Comma as the file name. Sage 100 Contractor will assign the Import_format extension Check file: Still in 9-6 Add Parts/Update Prices, on the File menu, click Open to view the new Comma.Import_format file. Activity 1 Add New Parts Please go to your desktop and follow the previous demonstration to import the Comma.txt file into a new company. Import Parts database 1. Open 9-2. Go to the last record and make a note of what the highest part number is. 2. Open 9-6 Add Parts/Update Prices. 3. Select Add New Parts. 4. Click on the Select Source File button. The Open File dialog box will appear. Change the file type at the bottom to Text files ( *.txt). 5. Double-click the Comma.txt file. 6. Select Assign Part# and enter a number greater than the highest part number which you noted in step #1. 7. Look at the Field Mapping section of the 9-6 window. Click in the first cell of the Destination Fields column, then use the left arrow button to link the fields as shown in the next screen image, one-by-one. 8. Select First line is header record check box so the header won t be imported as a part. 9. Click the Add/Update Parts button at the bottom of the screen. A dialog box will appear that says 5 Records were imported. 10. Click OK. 11. On File, select Save Template. Name the file Comma.Import_format. 12. Go to 9-2 Parts and check for your new parts 14 Local Training From Business Partners 2013 Sage Software, Inc.
15 Estimating Maintain Parts 13. Please return to conference when you have completed this exercise. You have now successfully imported a vendor s parts file. The parts now displays in 9-2 Parts. We will add information such as Part Class, Cost Code and Cost Type, and will learn about this shortly. Now let s look at some bad data file types that will not import properly Sage Software, Inc. Online Training at 15
16 Maintain Parts Sage 100 Contractor Bad File Types Sometimes you will get a file that doesn t work as an import file. Let s look at some of these file types. Note that these are also in your sample data, along with some additional files you can review. The first file type we ll look at is the Commabad.txt file. This is supposed to be a comma delimited file, but look: A comma splits the description in two. You can see how a comma is making the description field impossible to import. The import program will view that comma as separating two fields. If you map column two to the parts description, the description you ll get is #3 Rebar, etc. Now let s look at the Quotebad.txt file: No quote at beginning of import fields. This comma quote file doesn t have the quotes defining the beginning of the import fields. It will not import properly because the format isn t complete. And finally, let s look at a bad data field in the Badamt.txt file: % in Default Cost field. The percent sign in the Default Cost field means that the amount is no longer a decimal number and won t fit the Sage 100 Contractor field s format. (The Billing Amount field is also wrong.) It is important to review your files to be sure the data is in the proper format. 16 Local Training From Business Partners 2013 Sage Software, Inc.
17 Estimating Maintain Parts Update Parts and Pricing Periodically you will want to add parts or update prices from your vendor. Although it may not be practical to update as often as parts or prices change, you want to keep them close to reality. That way you can use your parts database to do preliminary bids with a fair degree of accuracy. To update parts and part pricing, follow these steps: First, obtain the update file from your vendor and review its format. The file we ll use is the Update.txt file in your Sample company folder. Note that this is a comma/ quote-delimited file, and that it does not have a header. The file lists a new part ( #7 Rebar) and a price increase for an existing part ( #8 rebar) 1. Go to menu option 9-6 Add Parts/Update Prices. 2. Click the Update Part Prices box. 3. Click on Select Source File button. 4. Change the file type at the bottom to Text files ( *.txt). 5. Select the Update.txt file. 6. Select Update Parts. 7. Click to deselect the First Line is Header check box, since the first record is a part, and not a header. 8. Click the Update button. Activity 2 Update Prices Please go to your desktop and update using the Update.txt file. 1. Go to the 9-2 Parts screen and examine the last part. Write down the default cost:. 2. Open 9-6 Add Parts/Update Prices. 3. Click on the Update Part Prices box. 4. Click the Select Source File button. The Open File dialog box will appear. 5. Select File Type: Text Files (*.txt) 6. Go up one level and open the MB7 folder. In the Sample company folder, double-click the vendor s file, Update.txt Sage Software, Inc. Online Training at 17
18 Maintain Parts Sage 100 Contractor 7. This file does not contain a header. Make sure First Line is Header is not selected. 8. Click Add/Update Parts. A dialog box displays stating 1 Record was updated. Click OK. 9. View the log. Notice that the new part wasn t found in the Parts database. 10. Go to the 9-2 Parts and examine the last part. What is its default cost now? 18 Local Training From Business Partners 2013 Sage Software, Inc.
19 Estimating Maintain Parts Update Vendor s Prices on Parts Instead of changing the default cost field on the Part you can alter the price in the vendor price section of the part. To do this select Vendor Price below the Update Part Prices check box. Then select the vendor that is supplying the price file. Then you can map the vendor discount and vendor price fields to the data supplied by the vendor Sage Software, Inc. Online Training at 19
20 Maintain Parts Sage 100 Contractor Add New Parts and Update Prices While updating prices you can add the parts that are in the vendor s file but don t match any of the parts in your parts database. Simply check both the Add Parts and the Update Part Prices check boxes. WARNING: This means that if your vendor sends out a file of all their parts, or all their parts with price changes (as opposed to a file with only the parts that you want or that you use) you will continually need to do something about these unwanted parts. One solution is to create a part class at the end of your part class list for unneeded parts. Then you can either leave them there where they are out of the way (but they will still appear under All Classes and will still appear when using F4 searches), or you can use the 9-7 Maintain Parts Database option to delete all parts assigned to that class. Parts that you wish to keep should be assigned to an appropriate part class prior to deleting the parts in the Unneeded class 20 Local Training From Business Partners 2013 Sage Software, Inc.
21 Estimating Maintain Parts Maintain Parts Database You ve successfully imported a vendor s parts list, but it doesn t contain all of the fields a company might need. For instance, you might want to add information into these fields: Parts Class Cost Code and Cost Type Task Minimum Order Quantity and Package Quantity When you update parts information, you want to update the most global information, and then work our way down to the more specific information in sections. For instance, the Cost Type on almost all import files is 1-Material. We can update all of the imported parts with this information. Likewise, the Last Updated field will be the date of the vendor s file for all parts imported. Nearly all parts should have the Minimum and Package fields set to 1. It is easy to do all these at one time for all the parts we just imported. Let s look at the first example of updating: Selection Criteria Box: The parts you are going to change. The range of part numbers we just imported Click on arrow to choose Operator Between Date must be in mm/dd/yyyy format. Fields to Change: the changes you are going to make 2013 Sage Software, Inc. Online Training at 21
22 Maintain Parts Sage 100 Contractor Once you have made the changes, click Update. The program asks if you d like to view the log file. You will always want to click Yes and print the log file for your records and in case you need to undo your work. The file we imported only contains rebar, so the Cost Code and Parts Class will be the same for all of the parts in this file. With a more complex import file, you would be updating these fields by part number ranges. The second pass at updating would include Parts Class, Cost Code, and Task. Your second update screen would look like this: Note: Since there is no Lookup window you ll need to look up the Part Class, Cost Code and Task numbers before you start. 22 Local Training From Business Partners 2013 Sage Software, Inc.
23 Estimating Maintain Parts As you can see, we ve successfully updated the Part Class, Cost Code and Task fields. Had we done this in the Sample Company then these three fields would have their description included immediately after the assigned number. Some additional things you can do in the 9-7 window are: Use multiple selection criteria for a more specific search. Use the Operator field selections such as Between, Greater, etc. Use the Type field selection Factor by when there are global price increases (for instance, the price for all copper wire parts increases by 3%). Use the selection criteria to identify parts you wish to delete, using the Delete button to remove them. NOTES: Delete is a DESTRUCTIVE process and your backups are very important here! Delete will delete the specified parts even if they are used in assemblies. Once you are done deleting, you must reindex your parts at menu option 7-4 Rebuild Indexes Sage Software, Inc. Online Training at 23
24 Maintain Parts Sage 100 Contractor Activity 3 Update Database 1. Please go to your desktop and open 9-7 Update Database. 2. In the Selection Criteria section for Field select Part#, for Operator select Between, and for Value enter (or use the first number of the part you added previously as the low number and that number plus 10 for the high number.) 3. In the Fields to Change section, update Cost Type, Last Updated, Part Class, Cost Code and Task following the screenshot above. 4. Click Update. 5. Go to 9-2 Parts and view the lowest part number you selected to see your changes. 6. Please return to conference when you have completed this exercise. 24 Local Training From Business Partners 2013 Sage Software, Inc.
25 Estimating Maintain Parts Summary: We have covered Importing and Updating Parts within Sage 100 Contractor. At this point you should feel comfortable with: Verifying that a vendor s database file is in the correct format to import. Importing and updating parts from a vendor s file. Adding your specific information to the parts. Thank you for participating in this online class Sage Software, Inc. Online Training at 25
26 Maintain Parts Sage 100 Contractor 26 Local Training From Business Partners 2013 Sage Software, Inc.
Sage Construction Anywhere Setup Guide
Sage Construction Anywhere Setup Guide Sage 100 Contractor Sage University This is a publication of Sage Software, Inc. Copyright 2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and
More informationSage SQL Gateway Installation and Reference Guide
Sage SQL Gateway Installation and Reference Guide IMPORTANT NOTICE This document and the Sage 300 Construction and Real Estate software may be used only in accordance with the Sage 300 Construction and
More informationSage Construction Anywhere Setup Guide
Sage Construction Anywhere Setup Guide Sage 300 Construction and Real Estate Sage University This is a publication of Sage Software, Inc. Copyright 2014 Sage Software, Inc. All rights reserved. Sage, the
More informationMicrosoft Dynamics GP. Extender User s Guide Release 9.0
Microsoft Dynamics GP Extender User s Guide Release 9.0 Copyright Copyright 2005 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user.
More informationCertified Course Curriculum
Basic Mailings Training Guide CERTIFIED STUDENT CURRICULUM SAGE LEARNING SERVICES Certified Course Curriculum Software Version 9.0 NOTICE This document and the Sage Fundraising 50 software may be used
More informationMicrosoft Dynamics GP. Extender User s Guide
Microsoft Dynamics GP Extender User s Guide Copyright Copyright 2009 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without
More informationItem Number Change for Sage Accpac ERP
SAGE ACCPAC Sage Accpac Options Item Number Change for Sage Accpac ERP User Guide 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service
More informationGetting Started With Estimating Extended
Getting Started With Estimating Extended NOTICE This document and the Sage Timberline Office software may be used only in accordance with the accompanying Sage Timberline End User License Agreement. You
More information.txt - Exporting and Importing. Table of Contents
.txt - Exporting and Importing Table of Contents Export... 2 Using Add Skip... 3 Delimiter... 3 Other Options... 4 Saving Templates of Options Chosen... 4 Editing Information in the lower Grid... 5 Import...
More informationAccounts Payable MODULE USER S GUIDE
Accounts Payable MODULE USER S GUIDE INTEGRATED SOFTWARE SERIES Accounts Payable MODULE USER S GUIDE Version 3.1 Copyright 2005 2009, Interactive Financial Solutions, Inc. All Rights Reserved. Integrated
More informationHow to Import a Text File into Gorilla 4
Bill Good Marketing Excel: Text to Columns How to Import a Text File into Gorilla 4 The information in this article applies to: Importing a text file into the Gorilla database. Questions that apply to
More informationSage Estimating (SQL) v17.12
Sage Estimating (SQL) v17.12 Getting Started Guide October 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product
More informationCREATING CUSTOMER MAILING LABELS
CREATING CUSTOMER MAILING LABELS agrē has a built-in exports to make it easy to create a data file of customer address information, but how do you turn a list of names and addresses into mailing labels?
More informationMicrosoft Dynamics GP. Working With Configurations Release 10.0
Microsoft Dynamics GP Working With Configurations Release 10.0 Copyright Copyright 2008 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of
More informationUniversity of North Dakota PeopleSoft Finance Tip Sheets. Utilizing the Query Download Feature
There is a custom feature available in Query Viewer that allows files to be created from queries and copied to a user s PC. This feature doesn t have the same size limitations as running a query to HTML
More informationSage Estimating (formerly Sage Timberline Office Estimating) Getting Started With Buyout
Sage Estimating (formerly Sage Timberline Office Estimating) Getting Started With Buyout NOTICE This document and the Sage Timberline Office software may be used only in accordance with the accompanying
More informationSage Estimating (SQL) v17.13
Sage Estimating (SQL) v17.13 Sage 100 Contractor (SQL) Integration Guide December 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage,
More informationSage Estimating (SQL) v17.13
Sage Estimating (SQL) v17.13 Release Notes December 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and
More informationWhat s New in BID2WIN Service Pack 4
What s New in BID2WIN Service Pack 4 BID2WIN Software, Inc. Published: August, 2006 Abstract BID2WIN 2005 Service Pack 4 includes many exciting new features that add more power and flexibility to BID2WIN,
More informationMicrosoft Dynamics GP. RapidStart Services
Microsoft Dynamics GP RapidStart Services January 31, 2013 Copyright Copyright 2013 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed
More informationSage HRMS Sage 100 Advanced ERP G/L Link User Guide. April 2014
Sage HRMS Sage 100 Advanced ERP G/L Link User Guide April 2014 This is a publication of Sage Software, Inc. Document version: April 11, 2014 Copyright 2014. Sage Software, Inc. All rights reserved. Sage,
More informationSage Construction Central Setup Guide (Version 18.1)
Sage 300 Construction and Real Estate Sage Construction Central Setup Guide (Version 18.1) Certified course curriculum Important Notice The course materials provided are the product of Sage. Please do
More informationSage Getting Started Guide
Sage 100 2016 Getting Started Guide This is a publication of Sage Software, Inc. Version 2016 Copyright 2015 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service
More informationSage 300. Sage CRM 7.3 Integration Upgrade Guide
Sage 300 Sage CRM 7.3 Integration Upgrade Guide This is a publication of Sage Software, Inc. Copyright 2015. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service
More informationMail Merge Quick Reference Guide
Mail Merge Letters To mail merge letters two documents are needed: 1. The letter, including all text that does not change. 2. Recipient names and addresses (a) The document containing recipient names and
More informationHOW TO EXPORT BUYER NAMES & ADDRESSES FROM PAYPAL TO A CSV FILE
HOW TO EXPORT BUYER NAMES & ADDRESSES FROM PAYPAL TO A CSV FILE If your buyers use PayPal to pay for their purchases, you can quickly export all names and addresses to a type of spreadsheet known as a
More informationSage Estimating (SQL) v18.11
Sage Estimating (SQL) v18.11 Release Notes July 2018 This is a publication of Sage Software, Inc. 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service
More informationBusiness Online TM. Positive Pay - Adding Issued Items. Quick Reference Guide
Business Online TM Positive Pay - Adding Issued Items Quick Reference Guide Positive Pay Adding Issued Items Manually or Using Templates Positive Pay is a risk management solution that provides the ability
More informationAPDM. Accounts Payable InstaDocs
DSD Business Systems Sage 100 Enhancements APDM Accounts Payable InstaDocs Version 6.00 2 A/P InstaDocs Information in this document is subject to change without notice. Copyright 1993-2018, DSD Business
More informationCertified Course Curriculum
Introduction & Product Overview STUDENT CURRICULUM SAGE UNIVERSITY Certified Course Curriculum CERTIFIED STUDENT CURRICULUM SAGE UNIVERSITY Not for Resale or Reproduction Curriculum Version 2.0 NOTICE
More informationHere is an example of a credit card export; none of the columns or data have been modified.
PAYABLE IMPORT Overview This document covers the steps to import payable data into Orchestrated via the Expense Import Interface. The example uses a template that creates a A/P Invoice in the system. More
More informationVisual Studio Subscriptions Administration Guide
Visual Studio Subscriptions Administration Guide 2 Contents INTRODUCTION... 4 ROLES AND RESPONSIBILITIES OF A VISUAL STUDIO SUBSCRIPTIONS ADMINISTRATOR... 4 BENEFITS AND LIMITATIONS OF VISUAL STUDIO SUBSCRIPTIONS...
More informationSage Fixed Assets Lite Depreciation Quick Start Guide
Sage Fixed Assets Lite Depreciation 2016.1 Quick Start Guide This is a publication of Sage Software, Inc. Copyright 2016 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product
More informationSage 300 Construction and Real Estate. MyAssistant Installation Guide Version 18.1
Sage 300 Construction and Real Estate MyAssistant Installation Guide Version 18.1 NOTICE This document and the Sage 300 Construction and Real Estate MyAssistant software may be used only in accordance
More informationOctober 14, Business Intelligence Connector Guide
October 14, 2017 Copyright 2013, 2017, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and
More informationSage Fixed Assets Network Installation Guide
Network 2017.0 Installation Guide This is a publication of Sage Software, Inc. Copyright 2016 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned
More informationNew User Orientation PARTICIPANT WORKBOOK
New User Orientation PARTICIPANT WORKBOOK INTEGRATED SOFTWARE SERIES New User Orientation PARTICIPANT WORKBOOK Version 2.0 Copyright 2005 2009. Interactive Financial Solutions, Inc. All Rights Reserved.
More informationToad Data Point - Professional Edition. The Toad Data Point Professional edition includes the following new features and enhancements.
Toad Data Point Version 3.4 New in This Release November 08, 2013 Contents Toad Data Point - Professional Edition Toad Data Point - Base and Professional Editions Idea Pond Toad Data Point - Professional
More informationCSV Import Guide. Public FINAL V
CSV Import Guide FINAL V1.1 2018-03-01 This short guide demonstrates how to prepare and open a CSV data file using a spreadsheet application such as Excel. It does not cover all possible ways to open files.
More informationMicrosoft Dynamics GP Release Integration Guide For Microsoft Retail Management System Headquarters
Microsoft Dynamics GP Release 10.0 Integration Guide For Microsoft Retail Management System Headquarters Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable
More informationFAS Asset Accounting FAS CIP Accounting FAS Asset Inventory Installation & Administration Guide Version
FAS Asset Accounting FAS CIP Accounting FAS Asset Inventory Installation & Administration Guide Version 2011.1 2011 Sage Software, Inc. All rights reserved. Portions Copyrighted 1991-2001 by ianywhere
More informationOPENING A LEADS.TXT FILE IN EXCEL 2010
From the project manager to a team of administrative, programming, and technical specialists, ATS believes in a team approach that brings together all of the necessary elements pre-conference and onsite
More informationWelcome to Cole On-line Help system!
Welcome to Cole On-line Help system! Cole Online is an Internet based information directory that allows fast and efficient access to demographic information about residences and businesses. You can search
More informationSage Estimating (SQL) v17.12
Sage Estimating (SQL) v17.12 Release Notes October 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and
More informationSage What s New. October 2017
What s New October 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc or
More informationSage Estimating (SQL) v18.12
Sage Estimating (SQL) v18.12 Release Notes October 2018 This is a publication of Sage Software, Inc. 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and
More informationEclipse Forms. Release 8.7.2
Eclipse Forms Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are registered trademarks
More information2007, 2008 FileMaker, Inc. All rights reserved.
Bento User s Guide 2007, 2008 FileMaker, Inc. All rights reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker, the file folder logo, Bento and the Bento logo are either
More informationGuide to Importing Data
Guide to Importing Data CONTENTS Data Import Introduction... 3 Who should use the Gold-Vision Import Client?... 3 Prepare your data... 3 Downloading and installing the import client... 7 Step One Getting
More informationAS 107 FINGERTIP REPORTS
Abila Millennium AS 107 FINGERTIP REPORTS STUDENT WORKBOOK ABILA LEARNING SERVICES Important Notice: The text, logos and images contained within this Training Guide, including all lectures and any supplementary
More informationSage 300 Construction and Real Estate. MyAssistant Upgrade Guide Version 17.1
Sage 300 Construction and Real Estate MyAssistant Upgrade Guide Version 17.1 NOTICE This document and the Sage 300 Construction and Real Estate Software MyAssistant software may be used only in accordance
More informationSage 300 Construction and Real Estate Version MyAssistant Upgrade Guide
Sage 300 Construction and Real Estate Version 15.1 MyAssistant Upgrade Guide Table of Contents NOTICE This document and the Sage 300 Construction and Real Estate Software MyAssistant software may be used
More informationBefore you dive into learning how to use Sage Timeslips, performing a
In This Chapter Chapter 1 Set ting Up Sage Timeslips Reviewing the billing process in Sage Timeslips Creating a database Setting preferences Understanding the restrictions for network users Before you
More informationMicrosoft Dynamics GP. Localization Chile
Microsoft Dynamics GP Localization Chile Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,
More informationSage 300 ERP Financial Reporter User's Guide
Sage 300 ERP 2012 Financial Reporter User's Guide This is a publication of Sage Software, Inc. Version 2012 Copyright 2013. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product
More informationExcel Select a template category in the Office.com Templates section. 5. Click the Download button.
Microsoft QUICK Excel 2010 Source Getting Started The Excel Window u v w z Creating a New Blank Workbook 2. Select New in the left pane. 3. Select the Blank workbook template in the Available Templates
More informationSage Getting Started Guide. September 2017
Sage 100 2018 Getting Started Guide September 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks
More informationMultiSite Suite: Accounts Payable
MultiSite Suite: Accounts Payable User s Manual version 6 Copyright & Trademarks Copyright Notice and Trademarks 2010 MultiSite Systems, All rights reserved. Microsoft, Windows, Excel, and Outlook are
More informationSage Paperless Construction
Sage Paperless Construction Release Notes Version 6.3 2018. The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks
More informationPROFESSIONAL SMS APP CENTER USER MANUAL
2017 WWW.TEXTGHANA.COM Silky I.T. Production 0245701001 textghana@gmail.com info@textghana.com PROFESSIONAL SMS APP CENTER USER MANUAL Professional SMS is designed to send large customised SMS volumes
More informationAuto Reconciler An application for Microsoft Dynamics TM GP Furthering your success through innovative business solutions
Auto Reconciler 2015 An application for Microsoft Dynamics TM GP 2015 Furthering your success through innovative business solutions Copyright Manual copyright 2017 Encore Business Solutions, Inc. Printed
More informationCOPYRIGHT & TRADEMARKS
COPYRIGHT & TRADEMARKS Copyright 1998, 2009, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks
More informationManual Physical Inventory Upload Created on 3/17/2017 7:37:00 AM
Created on 3/17/2017 7:37:00 AM Table of Contents... 1 Page ii Procedure After completing this topic, you will be able to manually upload physical inventory. Navigation: Microsoft Excel > New Workbook
More information[ Getting Started with Analyzer, Interactive Reports, and Dashboards ] ]
Version 5.3 [ Getting Started with Analyzer, Interactive Reports, and Dashboards ] ] https://help.pentaho.com/draft_content/version_5.3 1/30 Copyright Page This document supports Pentaho Business Analytics
More informationSage 100 ERP 2015 Installation and System Administrator s Guide
Sage 100 ERP 2015 Installation and System Administrator s Guide This is a publication of Sage Software, Inc. Version 2015 Copyright 2015 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and
More informationPO110 Create and Maintain Purchase Orders Training Guide
Training Guide COPYRIGHT & TRADEMARKS Copyright 1998, 2009, 2010 Oracle, IBM and Grant MacEwan University and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation
More informationEXCEL BASICS: MICROSOFT OFFICE 2007
EXCEL BASICS: MICROSOFT OFFICE 2007 GETTING STARTED PAGE 02 Prerequisites What You Will Learn USING MICROSOFT EXCEL PAGE 03 Opening Microsoft Excel Microsoft Excel Features Keyboard Review Pointer Shapes
More informationLite Depreciation Quick Start Guide
Sage Fixed Assets Lite Depreciation 2013.1 Quick Start Guide Sage Fixed Assets Lite Depreciation Quick Start Guide Version 2013.1 Contents Chapter 1. Introduction Supported Operating Environments..........................................................
More informationExcel Intermediate
Excel 2013 - Intermediate (103-124) Multiple Worksheets Quick Links Manipulating Sheets Pages EX16 EX17 Copying Worksheets Page EX337 Grouping Worksheets Pages EX330 EX332 Multi-Sheet Cell References Page
More informationData Import Guide DBA Software Inc.
Contents 3 Table of Contents 1 Introduction 4 2 Data Import Instructions 5 3 Data Import - Customers 10 4 Data Import - Customer Contacts 16 5 Data Import - Delivery Addresses 19 6 Data Import - Suppliers
More informationBasic & Pro Resellers
Getting Started Guide Basic & Pro Resellers Getting Started Guide Page 1 Getting Started Guide: Basic & Pro Resellers Version 2.2 (1.6.2012) Copyright 2012 All rights reserved. Distribution of this work
More informationSage ERP Accpac Online 5.5
Sage ERP Accpac Online 5.5 Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: July 11, 2010) Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important
More informationAvaya Event Processor Release 2.2 Operations, Administration, and Maintenance Interface
Avaya Event Processor Release 2.2 Operations, Administration, and Maintenance Interface Document ID: 13-603114 Release 2.2 July 2008 Issue No.1 2008 Avaya Inc. All Rights Reserved. Notice While reasonable
More informationSage What s New. March 2019
Sage 100 2019 What s New March 2019 2019 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group
More informationSage Australia Tax Reports User's Guide. October 2018
Sage 300 2019 Australia Tax Reports User's Guide October 2018 This is a publication of Sage Software, Inc. 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product
More informationSage Fixed Assets Reporting. User Guide
Sage Fixed Assets Reporting User Guide This is a publication of Sage Software, Inc. Copyright 2016 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names
More informationORACLE USER PRODUCTIVITY KIT USAGE TRACKING ADMINISTRATION & REPORTING RELEASE SERVICE PACK 1 PART NO. E
ORACLE USER PRODUCTIVITY KIT USAGE TRACKING ADMINISTRATION & REPORTING RELEASE 3.6.1 SERVICE PACK 1 PART NO. E17383-01 MARCH 2010 COPYRIGHT Copyright 1998, 2010, Oracle and/or its affiliates. All rights
More informationAN INTRODUCTION TO QUICKBOOKS ONLINE. Getting Started Guide
AN INTRODUCTION TO QUICKBOOKS ONLINE Getting Started Guide Copyright Copyright 2014 Intuit Ltd. All rights reserved. Intuit Canada Trademarks 2014 Intuit Inc. All rights reserved. Intuit the Intuit logo,
More informationSage Estimating (SQL) v17.12
Sage Estimating (SQL) v17.12 Options Guide October 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and
More informationT-Invoicer User Guide
- 1 - T-Invoicer User Guide Introduction T-Invoicer is an entry level invoicing system designed for small & startup business's who need to invoice customers quickly & easily. T-Invoicer has all the basic
More informationSage 50 Accounting. Premium 2015 Level 1. Courseware For Evaluation Only. MasterTrak Accounting Series
Sage 50 Accounting Premium 2015 Level 1 Courseware 1618-1 MasterTrak Accounting Series Lesson 1: Introduction Lesson Objectives Sage 50 Premium Accounting 2015 Level 1 The objective of this lesson is to
More informationThis version of the software
Sage 100 Contractor 2014 (formerly Sage Master Builder) Installation and License Administration Guide Canadian Edition Version 19.7 This version of the software has been retired This is a publication of
More informationOracle User Productivity Kit User and Content Management. E August 2016
Oracle User Productivity Kit User and Content Management E79038-01 August 2016 Oracle User Productivity Kit User and Content Management E79038-01 August 2016 Copyright 1998, 2016, Oracle and/or its affiliates.
More informationBusiness Process Procedures
Business Process Procedures 14.40 MICROSOFT EXCEL TIPS Overview These procedures document some helpful hints and tricks while using Microsoft Excel. Key Points This document will explore the following:
More informationOracle User Productivity Kit Reports Management. E July 2012
Oracle User Productivity Kit Reports Management E29429-01 July 2012 Oracle User Productivity Kit Reports Management E29429-01 July 2012 Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.
More informationThe Energy Grid Powerful Web Marketing for the Alternative Energy Industry
The Energy Grid Powerful Web Marketing for the Alternative Energy Industry The Energy Grid 105 Rt 101A, Unit 18 Amherst, NH 03031 (603) 413-0322 MCR@TheEnergyGrid.com Terms & Disclaimer: USE THIS PROGRAM
More informationORACLE USER PRODUCTIVITY KIT KNOWLEDGE CENTER: REPORTS MANAGEMENT RELEASE 11.0 PART NO. E
ORACLE USER PRODUCTIVITY KIT KNOWLEDGE CENTER: REPORTS MANAGEMENT RELEASE 11.0 PART NO. E23918-01 JULY 2011 COPYRIGHT & TRADEMARKS Copyright 1998, 2011, Oracle and/or its affiliates. All rights reserved.
More informationFAS 50 Asset Accounting Quick Start Guide
FAS 50 Asset Accounting Quick Start Guide Version 2012 Contents Chapter 1. Introduction Supported Operating Environments.......................................................... 1-1 System Requirements......................................................................
More informationGet Started. Document Management 9.7.1
Get Started Document Management 9.7.1 NOTICE This document and the Sage Timberline Office software may be used only in accordance with the accompanying Sage Timberline Office End User License Agreement.
More informationAellius LynX Office Lookup Enhancements
Aellius LynX Office Lookup Enhancements August 2013 COPYRIGHT LynX Office Enhancements Copyright 2013, Aellius Professional Research & Consulting, LLC. All rights reserved. LynX Business Integrator (the
More informationSage Installation and Administration Guide
Sage 300 2016 Installation and Administration Guide This is a publication of Sage Software, Inc. Copyright 2015. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and
More informationOracle Cloud Using Oracle Cloud Marketplace
Oracle Cloud Using Oracle Cloud Marketplace E41049-20 October 2017 Oracle Cloud Using Oracle Cloud Marketplace, E41049-20 Copyright 2013, 2017, Oracle and/or its affiliates. All rights reserved. Primary
More informationMastering the Grade Book
Mastering the Grade Book Blackboard Learning System - Vista Enterprise and CE Licenses 2008 Blackboard Inc. 2008 Blackboard Inc. 2 Mastering the Grade Book All rights reserved. The content of this manual
More informationWorkshop. Import Workshop
Import Overview This workshop will help participants understand the tools and techniques used in importing a variety of different types of data. It will also showcase a couple of the new import features
More informationSiebel Project and Resource Management Administration Guide. Siebel Innovation Pack 2013 Version 8.1/8.2 September 2013
Siebel Project and Resource Management Administration Guide Siebel Innovation Pack 2013 Version 8.1/ September 2013 Copyright 2005, 2013 Oracle and/or its affiliates. All rights reserved. This software
More informationMicrosoft Dynamics GP. Integration Manager Quick Start
Microsoft Dynamics GP Integration Manager Quick Start Copyright Copyright 2008 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user.
More informationGiftWorks Import Guide Page 2
Import Guide Introduction... 2 GiftWorks Import Services... 3 Import Sources... 4 Preparing for Import... 9 Importing and Matching to Existing Donors... 11 Handling Receipting of Imported Donations...
More informationDocument Imaging User Guide
Release 4.9 IMAGING TECHNOLOGY GROUP Document Imaging Systems Document Imaging User Guide IMAGING TECHNOLOGY GROUP IMIGIT tm Document Imaging User Guide Release 4.91 March 2007 Imaging Technology Group
More informationAdvanced ARC Reporting
COPYRIGHT & TRADEMARKS Copyright 1998, 2009, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks
More information1-Step Appraisals Personal Property Appraisal Software
User Guide for 1-Step Appraisals Personal Property Appraisal Software Home & Business Software for Windows Page Table of Contents Getting Started... Page 3 Image Preferences... Page 4 Adding Business/Company
More information