Sage ERP Accpac 6.0 Data Portlets

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.