Stephen Smith's Blog

All things Sage ERP…

About

with 46 comments

I’m a Software Architect with Sage, located in Vancouver, Canada. I’ve been developing software since high school, or way too many years to record. I’ve worked on the Sage ERP line of accounting products for the past 19 years. SeeĀ http://www.linkedin.com/in/smist08 for more info.

Written by smist08

January 18, 2009 at 12:19 am

46 Responses

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  1. Hi Smith

    Can i write a VB Macro if its accpac webbased?

    Senthil

    February 7, 2010 at 9:52 am

    • For screens that use the new Accpac 6 web based technology, you won’t be able to run VBA macros in the Browser. You can still run them from the server or from the old Windows Desktop. If you mean the current Accpac 5.x Web Deployed screens, then yes you can use VBA macros, and there is a doc installed with System Manager on how to do that.

      smist08

      February 7, 2010 at 5:45 pm

  2. Hi Steve,

    Hope you are doing well. A quick question for you. Does Accpac publish a Web service for sales tax calculation that is similar to that from Avalara or it relies completely on 3rd party vendors for sales tax calculations? In other words, if I am creating an order from an external interface (APIs) can I query a service in Accpac that will calculate and return in the various sales taxes?

    Thanks

    Hemant

    Hemant Makhija

    February 23, 2010 at 5:18 pm

    • Hi Hemant,

      Hope you are doing well also. We don’t specifically publish a sales tax service like Avalara. But if a customer installed Accpac with Web Deployment and activated web services then they could use our current SOAP web services to access the Tax views to calculate sales taxes. However it would be up to that customer to keep the sales tax rates up to date inside tax services.

      Cheers.

      smist08

      February 24, 2010 at 12:32 am

  3. Hi Steve,

    Great blog! I’m an IT director for a small distribution company (1-10 users) which has used Accpac since the early 90′s but we are considering a competing erp solution due to limitations in Accpac. Is there a link you can provide for more info on features of 6.0, we are on 5.5 right now.

    Thanks

    ACCPACMAN

    July 18, 2010 at 9:46 pm

    • This blog has quite a few articles on 6.0, especially from December and January. What are the limitations that are concerning you the most?

      smist08

      July 18, 2010 at 11:00 pm

      • Primarily, it is the following:

        1. Limited built-in reporting capabilities with steep learning curve for custom reporting (ie: Financial Reports).

        2. Inflexible and inaccurate inventory management.

        3. Lack of built-in module / integration for RFQs with OE. This is crucial for a distribution company.

        4. On a related note, there is also the high cost of maintenance and upgrading core software and related custom applications (VB apps).

        Thanks for listening.

        ACCPACMAN

        July 19, 2010 at 1:01 am

      • Thanks for the comments. Feedback is always very useful and greatly appreciated. Just a couple of notes on a couple of upcoming things that might help you:

        1. With 6.0A we are adding a very very simple to use Inqiry/Reporting tool which I talk about in: http://smist08.wordpress.com/2009/12/11/sage-erp-accpac-6-0-adhoc-query/. With Accpac 5.6A we also introduced the Accpac Intelligence reporting product that you might want to check out.
        2+3. I don’t know of any changes that affect these areas.
        4. I think when we have completed the transition to becoming a full Web application this will be much better. Installations only happen on the web server and customizing the screens is much easier. Plus improving total cost of ownership is a major initiative going forwards.

        smist08

        July 19, 2010 at 2:34 am

      • I think your post on adhoc query hit the nail on the head. Also, there was a lot of other great info on the page you referenced about SageCRM, OE and the Portal.

        Look forward to trying out 6.0!

        Keep up the good work.

        ACCPACMAN

        July 19, 2010 at 3:51 am

  4. Hi,

    could you help me on this issue?, actually i want to create Balance Sheet, P&L and Trial Balance, Based on From Date and To Date Parameters not based ob Fiscal Period, i have crated Balance sheet using “GLPOST” able, but i m unable to give proper output. how to modify the FR report?,

    Thanks in advance.
    Nava Deeban S

    Nava Deeban S

    August 18, 2010 at 1:11 pm

    • I’m not sure how to do this with regular FR since it always takes fiscal year/period as its input parameters. However, you might have a look at the new balance sheet and income statement crystal reports that are run from the new G/L data snapshots in the Accpac 6.0A Beta Web Portal.

      smist08

      August 19, 2010 at 1:58 am

  5. Hi Stephen,

    Is there there an open beta for 6.0A or is it closed? I would be very interested in trying it out in our environment.

    Thanks

    ACCPACMAN

    August 19, 2010 at 2:11 am

  6. You have some really interesting material here. Would you allow us to use some of it in our Accpac customer newsletters, acknowledging you as the author?

    Thank you

    Howard

    September 16, 2010 at 6:03 am

    • Sure that would be fine. What I really like is if you can provide URL links back to this blog.

      Thanks.

      smist08

      September 16, 2010 at 2:57 pm

  7. Dear stephen,
    I am trying to create a subclass view using SDK, i followed the same steps, as in SDK document, when i compile, i am getting errors as follows…
    can i get help on this?
    —————————–
    TTAPPJH1.h(430) : error C2059: syntax error : ‘}’
    TTAPPJH2.h(748) : warning C4013: ‘TTAPPJH_IDX’ undefined; assuming extern returning int
    TTAPPJH2.h(748) : error C2065: ‘TTREF5′ : undeclared identifier
    TTAPPJH2.h(748) : error C2057: expected constant expression
    TTAPPJH2.h(749) : error C2057: expected constant expression
    TTAPPJH2.h(749) : error C2229: struct ‘tagV’ has an illegal zero-sized array
    TTAPPJH2.h(751) : error C2229: struct ‘tagV’ has an illegal zero-sized array
    TTAPPJH2.h(1182) : error C2057: expected constant expression
    TTAPPJH.C(971) : warning C4034: sizeof returns 0
    TTAPPJH.C(1535) : error C2065: ‘TTAPPJH_IDX_COUNT’ : undeclared identifier
    —————————–

    Ramkumar

    December 2, 2010 at 2:37 pm

    • Hard to say exactly. It looks like there are some problems in your ttappjh.tbl file that are causing syntax errors when the *.gen files are being compiled. Perhaps have a look at line 430 in ttappjh1.h and see what’s being referenced there and then see which are causing the errors.

      smist08

      December 2, 2010 at 3:49 pm

  8. Hi Steve,

    How are you? Hope you are doing well.

    Work Environemnt:
    Citrix Box
    Sage ERP Accpac 5.6A
    Windows 2008 R2
    MS SQL Server 2008 R2

    We have a custom module developed using SDK activated for Accpac with the above environment for a customer. Customer will not give admin/power user access to users for various security reasons.

    The issue here is as a normal user he is unable to access the custom module but can access Accpac. Please give us a workaround or what am I missing here? is there any solution for this issue.

    The custom module works fine only for the admin user who installed the program in the citrix box and doesn’t work for other users.

    What is the fix to this issue other than giving admin/power user rights to the users. How does accpac works for users other than admin and not for the custom module developed fully using Accpac SDK.

    please let me know the issue that stops the custom program to work for other users? do i need to do anything during the install of the custom program? if so, what is the fix?

    Thanks,
    Krish

    spkrish

    August 6, 2011 at 5:32 am

    • Usually you need to assign that user to admin, then run regacc, then reassign them back to being a normal user. This process will register any ActiveX controls that need registering. If your custom solution has any additional controls that Accpac may not know about, then register these also while they are administrator.

      smist08

      August 6, 2011 at 4:01 pm

      • Hi Steve,

        Hope you are doing well.

        Your suggestion worked fine. However, I will have to do this manually at client’s environment. I wanted to know if this has to be done during the setup of my custom program.

        Thanks a lot.

        Krish

        spkrish

        September 9, 2011 at 3:07 am

      • If you have any ActiveX or COM controls that need to be registered, then yes, you will need to do this.

        smist08

        September 9, 2011 at 3:34 am

  9. Thank you very much Steve.

    I shall try this and will let you know the feedback.

    Thanks,
    Krish

    spkrish

    August 7, 2011 at 4:56 am

  10. Hi Steve,

    Topic: Accpac datasource Clone.

    I have situation where I wanted to know if I shall use datasource clone to achieve it.

    Situation: Custom program will refreshdata from a view into Accpac viewlist. I have an option in the header to choose costing method (Average, Most recent & Standard) from a dropdown list. When user chooses any one of the costing method, the custom program will have to pick the appropriate cost from I/C location details and populate it in one of the viewlist column. (This column will have a cost already generated in view and custom program will allow user to change the cost by choosing the appropriate costing method)
    This view is a flat view and It is not defined as “Revision List” hence whenever a value is put in and program moves out of the row the value is saved into the view (db table).

    Issue: To populate the cost in the viewlist the custom program will have to update the datasource (in the DB table) with the cost and do refreshdata to reflect it in the viewlist. User may change the header costing method option any number of times.

    Update the cost in the datasource (DB table) and refreshdata seem to be a bad idea bcoz the user may choose some costing method and close the UI however, the cost will be updated by the custom program which is not be the ideal requirement.

    Shall I use the cloned datasource to show the cost values populated and then once user hits a save button then save it back to the original datasource? please advise if my understanding with the datasource clone is not correct.

    Please suggest the right away to handle this situation.

    Thanks,
    Krish

    spkrish

    September 9, 2011 at 12:07 pm

    • I tend to think you should set it up as a proper header detail set of views. Then it will use revision lists. If you don’t do this, then you are always going to be fighting table out of sync problems. The key point of a header detail view set is that when you save the header, it saves the header along with all the details in one database transaction, so things never get out of sync, it always save everything or nothing.

      smist08

      September 9, 2011 at 3:42 pm

  11. Hey Steve,
    Just wondering if you or your team have done any testing with Accpac running over VMWare View or ThinApp? Terminal Server and Citrix is unfortunately not an option with an existing client expanding. All their App servers are already virtualized with VMWare.

    Thanks

    Awie

    Awie van den Berg

    October 5, 2011 at 9:32 am

    • We do support and test with the VMWare ESX environment. The official word from customer support is that this is all they support. I’m not directly familiar with View or ThinApp, but if these are part of ESX then they might support you.

      smist08

      October 5, 2011 at 5:21 pm

  12. Hi Steve,

    I am getting classic error “Session Could not be opened”

    Sage ERP Accpac Version : 55A
    Operating System: Windows XP

    There is a custom program VB6 EXE. I have written the below code to create a session. I get the error “Session could not be opened”

    Please let me know what could be the cause of this error and how to fix it.

    Thanks,
    Krish

    ==============================================================================

    Dim lSessMgr As New AccpacSessionMgr
    Dim strObjectHandle$, lSignOnID&

    Dim oSession As AccpacSession
    Dim oDBLink As AccpacDBLink

    strObjectHandle = “”
    lSignOnID = 0

    With lSessMgr
    .AppID = APP_ID
    .AppVersion = APP_VER
    .ProgramName = PGM_NAME
    .ServerName = SERVER
    .ForceNewSignon = True
    .CreateSession strObjectHandle, lSignOnID, oSession
    End With

    Set oDBLink = oSession.OpenDBLink(DBLINK_COMPANY, DBLINK_FLG_READWRITE)

    spkrish

    October 14, 2011 at 5:57 am

    • As a first step, try removing the .ServerName= line, since this is only for web deployed.

      smist08

      October 14, 2011 at 3:52 pm

      • Steve, I have removed the ServerName= line, still am getting the error.. please advise

        spkrish

        October 15, 2011 at 5:11 am

  13. Steve, I have removed the ServerName= line, still am getting the error..
    Please let me know is there anything am missing.

    spkrish

    October 15, 2011 at 5:36 am

    • Here’s some code I have lying around:

      Private mSignonMgr As New AccpacSignonManager.AccpacSignonMgr
      Private mlSignonID As Long

      Private mSessionMgr As New AccpacSessionManager.AccpacSessionMgr
      Private mSession As AccpacSession

      mlSignonID = -1

      mlSignonID = mSignonMgr.RegisterSignon(Me.txtUserID, Me.txtPassword, Me.txtDatabaseID, “”, Date)

      With mSessionMgr
      .AppID = “XX”
      .AppVersion = “55A”
      .ProgramName = “XX9999″
      End With

      mSessionMgr.CreateSession “”, mlSignonID, mSession

      Set mDBLinkCmpRW = mSession.OpenDBLink(DBLINK_COMPANY, DBLINK_FLG_READWRITE)

      smist08

      October 15, 2011 at 11:31 pm

  14. Hi Steve,

    I am just wondering if there is any documentation wit regards to the use of the ACCPAC .Net objects and more specifically the security requirements around using those in an ASP .Net environment.

    I have managed to figure out most of the issue and everything works fine in my developement environment however as is typical when deploying to the live environment i have errors and they occur when the code hits the init of the ACCPAC session with and access denied error.

    The only time it works in the live environment is if i am logged on as an admin user.

    Thank you.
    Duncan.

    Duncan Campbell

    November 29, 2011 at 6:42 am

    • Tech support may have some notes on this. The documentation tends to be on how to connect from a regular .Net program. Generally, by default, running under IIS, a user has very limited access rights. You have to grant them sufficient rights to call .Net assemblies and COM objects. Then if the program files or shared data is located on a different computer than the IIS server, then you need to assign them to a user with domain network rights or they can’t access the files on the other file server.

      smist08

      November 29, 2011 at 10:52 pm

  15. Is there somewhere I can find the definitions of the tables and or what the values would mean in the various tables. I am trying to do some reporting but I am struggling with ensuring I have the right values. I am looking for things like Batch Type, account type, trans type, etc …

    Katherine

    February 7, 2012 at 5:24 pm

  16. Steve,

    Is there a way to get the Accounts Receivables view in ERP 6.0 published in Sage CRM 6.2? Customer very reluctant to move to 7 due to a highly integrated CRM deployment. Thanks.

    Gopi

    Gopinath Narayanan

    February 28, 2012 at 11:21 am

    • Not sure what you mean. The A/R integration pieces haven’t changed much. There are CRM pages that show A/R information as well as having the ability to drill down to A/R screens.

      smist08

      February 29, 2012 at 1:52 am

  17. Steve,

    We are in the process of prototyping SData to write an interface to 6.0A from our Retail Manager solution. It has taken a while to get something working (we are new to SAGE and 6.0A so this has been a big learning curve for us) and your blogs have been a big help so far so thanks for that.

    Using the customers, we are now able to process customer records through the all CRUD stages. We do have a few questions and concerns and hope that you could assist. Our plan was to focus on our interface to SAGE using SData for 6.0A but we are a bit concerned that we may not be able to address all of our requirements. Our main requirement at this stage is to be able to write data back to 6.0A for customers, items, sales orders, inventory transactions and bank transactions but we are struggling to find how to achieve this. We also need to read data back and this seems to be easier to achieve.

    So, a few questions:
    * We can see that customers, items and oe are able to be inserted (and maintained) via SData but cannot easily identify (not sure where to look) whether the adding of Bank and Inventory transactions are supported as well.
    * One of your examples demonstrated a customer insert where you had a sample XML layout for the customer data. This sample did not use all of the columns and we would like to know where we could get the info that identifies all of the the columns that could be included for an insert operation for the various tables (primarily customers, items and sales orders at this stage). We tried using the ..\customers\$schema call for this , but it it does not appear to identify all of the columns that are able to be inserted for a customer (eg: TEXTSRE1,TEXTSRE2 etc are not listed) – or are we missing something.
    * We can’t see any way to add bank and inventory related transactions via SData. Is this possible? If so, where do I find this info as well.
    * How can we find a full list of supported CRUD operations on the 6.0A version.

    Thanks.
    Peter.

    Peter Brooks

    March 13, 2012 at 8:01 am

  18. Hi Steve,
    I have been reading some of your articles, and find them well written and easy to understand. I wonder if you can help me with an issue. We are running Accpac 6 on a server client basis with SQL. I run crystal reports on my workstation, and am trying to create a custom payroll report, with much of the information found in the CP Check Register report. This includes various earnings and various deductions, including the tax. I noticed that Sage uses a datapipe dll to create their out of the box report. Is there any way I can use this same datapipe to create my custom reports? When I try to use it, I get a “database connector crdb_p2bpipe.dll could not be loaded” error.

    Thanks
    Tony

    Tony

    March 21, 2012 at 5:05 am

    • You can, but I think its fairly difficult. You need a section in the CPRPT.INI file similar to the ones for the existing report. It might be easier to backup and then modify the existing report, test it by running it from the regular UI, then when you are done rename it and create a section in CPRPT.INI for it, then restore the original report. The good news is that we are currently working to remove all the datapipes from Payroll.

      smist08

      March 21, 2012 at 4:58 pm

  19. Hi Steve

    I would appreciate if you could let me have the “official” process to move Accpac V6.0 & Pervasive V11 installed on a Windows 2008 R2 server to a Remote Desktop VM server.

    Accpac Fanatic

    nadema

    April 3, 2012 at 7:35 pm

    • I don’t know if there is an “official” process, but I would install it on the new server and get running with Sample data. Then with all the users out of the system, copy the shared data folders over and point database setup at your production database, then depending on whether you are using Terminal Server or Workstation setup, switch all the users over to the new server (possibly by running workstation setup again).

      smist08

      April 3, 2012 at 8:54 pm

  20. Hi Steve,
    Have a client on Accpac V6.0 which has branches in Egypt.
    They use the screens in English, but want some of the fields to contain arabic language so that they can be printed on forms and reports.
    I have set up the WS to allow arabic.
    I can type in the arabic language on a screen, but when I save it, it changes to ?????????
    I have checked the SQL table and that also contains ????
    I changed the field in SQL and typed in the arabic characters – SQL does not change these characters.
    On the accpac screen this field shows as ????
    On a crystal report this prints in arabic – so the SQL is okay – it is just the Accpac side of things.
    I have spent time on the forums and Sage site, and have tried all suggestions, but to no avail
    I have been troling the web for help and came across you so I really hope that you have the answer for me.
    much appreciated.

    Ian Lowe

    May 24, 2012 at 9:21 am

    • From the control panel, choose “Region and Language” then from the Administrative tab, change the “Change system locale…” to select and Arabic language.

      smist08

      May 24, 2012 at 3:16 pm

  21. Hi Steve,
    Thanks – this worked a treat – much appreciated.

    Ian Lowe

    May 25, 2012 at 8:57 am


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