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Sage ERP Accpac 6.0 Data Portlets

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The new Sage ERP Accpac 6.0 Portal can display a selection from a number of Data Portlets. Think of these as a new dashboard of key performance indicators and corporate summary data. All the data is up to date when the pages is displayed and can be refreshed at any time. Below is a selection of Data Portlets from A/R, G/L and A/P.

These give you a nice graphical view of the status of your company. Then if you hover over a piece of the graph it will tell you the data, plus you can click on any of the hyperlinks to run a report. You can also configure the Portlet to give you the data you need.

Implementing these Data Portlets wasn’t just a matter of accessing Accpac data the same old way; we had to optimize the database schema so that we could quickly retrieve this data with in seconds. We had to change the index structure of a number of A/R and A/P tables to speed up the Aging Portlets. We had to collect extra summary data at posting time to support the days outstanding Data Portlets. We have been running benchmarks on quite a few large customer databases to ensure the performance is sufficient to make these Data Portlets useful. We are aiming to make the Portal and Data Portlets fast enough so you can run six such Data Portlets; but, we anticipate a given user would typically have two of these on their home page.

To support printing Financial Reports from the G/L Data Portlets we needed to add tables to hold the generated data, so Crystal Reports could run off the correct data.

The G/L Account Groups now have a new “Group Category” to allow you to configure how your Accounts will appear in the G/L Portlets.

Hopefully these Data Portlets will give customers a useful view of their company as soon as they sign-on to Accpac and provide a useful starting point to getting their work done.

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Written by smist08

December 24, 2009 at 6:12 pm

Posted in Uncategorized

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12 Responses

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  1. it will be good if user could create their own portlet.

    KC

    February 26, 2010 at 4:38 pm

    • Right now only development partners can create portlets using the SDK. Perhaps one day in the future…

      smist08

      February 26, 2010 at 9:29 pm

  2. [...] construct some menus to act as an “Accpac Mobile Desktop” to launch our various data portlets (http://smist08.wordpress.com/2009/12/24/sage-erp-accpac-6-0-data-portlets/). This lets a user see various dashboards in real time from their [...]

  3. [...] 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 [...]

  4. Can you provide us with sample code of calling/using the OE entry OCX in VB6 (At least for Sage Accpac version 5.5A or 5.6A)?

    Solomon

    November 1, 2010 at 6:18 pm

  5. [...] you don’t.  And with options to configure “My Shortcuts” and a selection of optional “Data Portlets”, your personal portal is more customizable than ever [...]

  6. [...] on Sage ERP 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 [...]

  7. [...] learn more 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 [...]

  8. [...] 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 – Locking Fiscal Periods by Module Drilling Down from Crystal Reports in Sage [...]

  9. [...] product as it shipped 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 [...]


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