Stephen Smith's Blog

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Sage ERP Accpac 6.0 Adhoc Query

with 15 comments


A common complaint about Accpac today is the difficulty of getting the data out of the product. If there is a stock Crystal report then, great, you can get the data. If there isn’t a stock report that meets your needs then, typically, you need to hire your Business Partner to write a custom Crystal Report. Generally end users find Crystal Reports too intimidating to use on their own. Additionally if you take Crystal Report training, but don’t use the tool regularly, then you will lose the knowledge and have to re-learn it.

Many users use a combination of data export to Excel and printing reports to Excel to get their data into a tool they are more familiar with and then in Excel, sort and sum their data to get the numbers they need.

With the Adhoc Query tool we are looking to allow users to get at their data quickly and easily without jumping through all these hoops. We want to provide an extremely simple interface that anyone can use to query their data. No one will need to know anything about the Accpac database schema or about advanced formatting with groups, headers and footers. As a consequence this tool will give simple but powerful methods to sort, sum and choose your data. A simple way to preview, print and export the data. It will not allow fancy features to make the interface too complicated for occasional users. We are being very strict on keeping the interface simple and accessible. Hence the power will be in the accessibility of the data rather than in the formatting of the data.

Basically we define a number of “data domains” such as “A/R Customers and Transactions”. You choose which data domain you wish to query and then we give a simple interface where you can specify which data you wish, how you want it sorted and summed and then see the data right away instantly in a table control. Then we also give you easy ways to export, print, and email the data to anywhere else that you might need it.

Below is a screen shot of the current Ad Hoc Query tool returning all customers with their name containing the word “Mr.”.

As you can see from the screen shot, the interface is very simple. This is our main objective for this tool, that anyone can use it. But at the same time we want to ensure that you can get at the data you need easily. This is partly why we called it “Adhoc Query” rather than “Adhoc Reports”, because we didn’t want to set the expectation that this was all about formatting. It is in fact all about the data and hence the name.

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Written by smist08

December 11, 2009 at 10:59 pm

Posted in Uncategorized

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15 Responses

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  1. I’m told by Product Management that I should call this feature “Accpac Inquiry” rather than “Ad Hoc Query”.

    smist08

    December 15, 2009 at 10:33 pm

  2. Stephen,
    When could we have a copy of the v6.0 for beta testing?

    KC

    February 26, 2010 at 4:35 pm

    • Right now its available for development partners on the DPP Wiki. It should be available for general beta in May (or so).

      smist08

      February 26, 2010 at 9:30 pm

  3. [...] includes new dashboards (http://smist08.wordpress.com/2009/12/) and reporting capabilities (http://smist08.wordpress.com/2009/12/11/sage-erp-accpac-6-0-adhoc-query/). This is the first step in a transition for Accpac from a traditional Windows desktop application [...]

  4. [...] with Accpac Intelligence or Accpac Insights. Additionally we now have the new “Accpac Inquiry” (http://smist08.wordpress.com/2009/12/11/sage-erp-accpac-6-0-adhoc-query/) which you might want to construct some custom queries [...]

  5. [...] A very common feature request is more and better reporting and business intelligence. We made improvements here in 5.6A with the addition on Accpac Intelligence. With 6.0 we continue with the addition of the Portal Dashboards and the new Accpac Inquiry Tool. The goal of the Portal Dashboard is to give you an instant view of the state of your business in a simple graphical snapshot. For more information on the new dashboard see: http://smist08.wordpress.com/2009/12/24/sage-erp-accpac-6-0-data-portlets/. The goal of the new Accpac Inquiry tool is to give you a simple way to view your data without requiring custom Crystal reports. We made the tool extremely simple so that anyone can easily use it to study their Accounting data and to use it to make informed business decisions. For more information on Accpac Inquiry (called Adhoc Query when I wrote this blog article) see: http://smist08.wordpress.com/2009/12/11/sage-erp-accpac-6-0-adhoc-query/. [...]

  6. [...] Sage ERP Accpac 6.0A Portal Sage ERP Accpac 6.0 Adhoc Query Sage ERP Accpac 6.0 Quote to Orders Sage ERP Accpac 6.0 Data Portlets Sage ERP Accpac 6.0 – [...]

  7. [...] Accpac 6.1A. Accpac 6.0 introduced our new Web Based technologies with the new Portal, Dashboards, Inquiry tool and Quote to Orders. With Accpac 6.1 we are now looking to fill out the main Accounting [...]

  8. [...] about Sage ERP Accpac 6.0A including the new Web Portal, new Web Based CRM Integration, Dashboards, new Inquiry tool and more, please attend our Virtual Launch [...]

  9. Hi Stephen
    Does “AccPac Inquiry” have a remote interface? ie can i connect to it from a custom written mobile app on say the iPhone and submit sql type queries and get responses to the queries one form or another?

    cheers
    moshe

    moshe jacobson

    March 22, 2011 at 12:01 am

    • Everything in Accpac has a remote interface using SData, including Accpac Inquiry. The interface is based on XML, so you can’t send in SQL directly, but you can issue the same Sdata requests.

      smist08

      March 22, 2011 at 12:08 am

  10. [...] Inquiry function is a new feature of Sage ERP Accpac 6.0A that adds easy to use Inquiry/Reporting [...]

  11. [...] only defined a few SData feeds that it needed to support the new Web Portal, Data Snapshots, Inquiry Tool and Quotes to Orders features. But Sage 300’s support for SData is based on converting SData Web [...]

  12. [...] tool in our 6.0A release. This tool was part of the new Web Based Portal. I blogged about it here, this blog was written before release when we were call it the Adhoc Query tool. With the 6.0A [...]


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