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AP Invoices - Meet Your Match

Posted on Jun 1, 2016 1:00:00 PM by Exact Macola

If you enter vendor invoices into Macola on a regular basis, you should be using the A/P Voucher workbench customization. It will improve the efficiency of entering vendor invoice data, simplify three-way matching, link A/P invoice documents, provide better traceability on the purchase to pay process, and automate the G/L matching process of PO receiving transactions to linked, posted A/P vouchers.

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Exact Macola 10 Tech Tip: Launching the Customer Account Card from a Workspace

Posted on Apr 27, 2016 11:00:00 AM by Exact Macola

Please note that this article assumes a working knowledge of creating custom SSRS workspaces.

In this tech tip we will look at how to configure a custom workspace to be able to launch into the customer card. We will also show a sample of how to get the correct unique identifier when pulling back office data but wanting to launch the web-based card.

In this example we will pull data from our back office database and join it to the front office database to get the correct ID number of the customer so that we can launch the customer card from our custom workspace.

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Exact Macola 10 Tech Tip: How to Link Documents to a Workspace

Posted on Jan 27, 2016 4:00:00 PM by Exact Macola

In the previous tech tip we showed you how to setup a document type to store engineering drawings. Today we will explain how to link that specific document to a workspace.

First we need to get our data lined up. So let’s look at a simple query that gives us our items linked to the current active version of the document type we setup last time. Please note this is just a sample of the tables that you want to join in order to get the data you need to link directly to the attachment from your active document version:

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Exact Macola 10 Tech Tip: How to Upload Custom Workspaces

Posted on Dec 22, 2015 10:00:00 AM by Exact Macola

In this Tech Tip we review how to take a completely custom workspace and upload it to your Exact Macola 10 environment. We also share some best practices on managing your custom workspaces.

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Exact Macola 10 Tech Tip: How to Set Default Parameters and Add Searches to Workspaces

Posted on Dec 15, 2015 8:00:00 AM by Exact Macola

In today's Exact Macola 10 tech tip, we take a look at custom workspaces and show you how to add default values to parameters. We also show you how to utilize the already available searches to create a better user experience.

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The ERP Blog covers the impact of Enterprise Resource Planning (ERP), business software and accounting solutions on organizations in the manufacturing and distribution industries.

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