ANGARAI and CI sign MoU

ANGARAI, a company based in Prince George’s county, signed an MoU with CI to pursue opportunities in mobile and web applications. The MoU was signed during the signing of ‘Sister State Agreement’ between Andhra Pradesh and Maryland.

To read more:

The Hindu

The New Indian Express

 

Sage SalesLogix 7.5.4

Sage SalesLogix v7.5.4 is the latest service pack release for Sage SalesLogix v7.5. The new version improves user productivity and mobile accessibility. ERP integration has been simplified and installation and upgrades have been simplified.

The latest service pack has the following features:

• Access data when and where you need – Users can access Sage SalesLogix from web and mobile clients
• Rich mobile CRM functionality – SalesLogix accessible from Android, Blackberry, iPad and iPhone devices
• Duplicate checker – Locates duplicate records and scores them based on match probability. Duplicates can be resolved by merging the records into one master record
• Efficient lead management – Effectively manage leads in a way that matches business process
• Automate key processes – Increases the efficiency with which a process is done
• User interface more accessible to the end user

A client centric way of doing business is being enabled by technology that consolidates and intelligently distributes pertinent information. Clients analyze business workflows and processes before choosing technology product. Customizing the product better serves the overall goal of winning and satisfying clients. The power of Sage SalesLogix lies in the architecture that enables customization. Our customization capabilities lie in the areas of:

• Workflow customizations
• Tailoring sales process steps
• End user view personalization
• Customized user interfaces
• Template creation

Customization does not mean compromise. It is incorporating business needs with the chosen technology platform. Contact us with your customization requirements at sales@ciglobalsolutions.com

 

Customizing Sage Accpac 6.0

As Sage Accpac has made the transformation from desktop based to being a web based product, the question is about migrating the customizations from the previous version to the newer version.  Any customization involving the database, reporting or the business logic will continue to work as-is or work with minor tweaks in them. For API type customizations involving running a VB macro or program, these need to be migrated to a web server eventually. Since the new version ships with the VB based UI forms, the screen customizations will continue to work. For making the customizations to the web based forms, there are three categories of screen customizations:

• In product – Screens and dialogs that allow users to customize their own screens and workspace
• Screen / Form designer customization – Codeless customization that does not require JAVA programming
• Extend / Modify forms – Coded customization that involves writing JAVA code to extend and modify the shipped forms

Coded customizations mean extending the logic in the server and client side by writing JAVA classes. On the server classes receive SData requests from clients and translate these requests into Accpac view calls. ISV’s can add classes that extend the existing code to add additional functionality or change the behavior to suit their business needs. On the client side you can customize the user interface programs that run in the browser. The customization is similar to the customization of the previous UI’s except for the change in the programming language.

 Source: Sage Accpac development team blog

 

Automating order entry in Sage Accpac

Entering order details manually can become tedious process after a while. When order entry is done across different systems then it can result in errors. Import/export process minimize the manual errors. At CI we have worked on several import/export customizations. This post explains our approach for a business requirement involving import/export.

The requirement was to create a process for creating sales orders in Sage Accpac from orders/invoices created in different system. We created an import/export utility. User interface was created for exporting item information in different files formats like xls, csv, txt etc. The import screen was developed with option for creating sales orders or invoices or lot tracking. All the activity details were logged into log files. Task scheduler was used for scheduling the import/export activities on a regular basis. Manual execution was also possible.

Do you have a customization requirement in Sage Accpac? Contact us at sales@ciglobalsolutions.com

 

Sales Order to Purchase Order

Sales order to purchase order is a utility created by CI. The utility processes the items in the sales order and creates a purchase order for the item. We recently worked on integrating SO2PO product with Sage Accpac 5.6. The utility was also customized to allow the update either the complete purchase order or part of the purchase order through import/export facility.

In a business situation chances are that not all line items in a purchase order would have the same delivery date. So when using the SO2PO utility the line items in the purchase order would have the same delivery or shipment date. To address the business challenge we customized the utility to enable the update of delivery dates after PO creation. The customization allows the update of all lines items or some line items in the purchase order through import/export utility based on the PO number and line item number. Once the delivery date is changed, the PO is synchronized with SO to match the PO Arrival Date with SO Shipment Date. To know more about the SO2PO utility or project customizations contact us at sales@ciindia.com