Dear Clients,

From our perspective of supporting almost 300 clients across a broad range of industries—from divisions of Fortune 500 companies to mom and pop shops, and across 35 U.S. states and 8 countries—last month (March, 2021) saw our greatest ever number of AccountMate clients adding user licenses to their systems and that can only mean one thing: your businesses are booming and you need more personnel in the accounting system to handle the workload.

While the need to add more cooks to the kitchen is certainly an indicator that the world likes the smell of what you’re cooking, we’re always about leveraging technology to manage business growth and wanted to take this opportunity to encourage you to stop for a moment and dream a little dream of wild ideas about what could be done to improve your business throughput.

… insert orchestral swells of music here …

Would it help if I gave some examples?

One of our Chicagoland clients wanted to reduce the number of sales orders not getting shipped by their due date, so had us design a dashboard listing sales orders sorted by their required ship date—color coded red/yellow/green—and then they put it up on big screen TVs in their warehouse. Not only has the number of late shipments plummeted to nearly zero (only item stock-outs are now an obstacle) their overall throughput is way up because everyone has immediate visibility to what Sales Order they should grab next. Hmmm… a TV screen in the warehouse of open Sales Orders by required date…

Another client got tired of running reports for salespersons and distributing them. We discussed having them automatically emailed, but instead they wanted a real-time dashboard where salespersons could pull the information at any time, drill down on the details, and even see how they stood in relation to other salespersons. Our solution was a web accessible Microsoft PowerBI report, which has been wildly successful and now expanded to include numerous other reports. Hmmm… flexible real-time dashboard/reports available on demand in a web portal…

Other recent examples include: Picker efficiency reporting. Complex commission calculations. Automated web order imports for eBay/Amazon. All of these started as just a dream to improve operations. And I’m sure if you take a few minutes to dream a little dream, then NexLAN can make that dream come true!

Regards,
Kevin E. Stroud
NexLAN, LLC
https://nexlan.com 

June 7-21, 2021 Online Core Product Training for AccountMate/SQL

Since the online interactive training classes regularly fill, here’s two plus months’ notice that the next one is coming around in early June. Covering the core modules of System Manager, General Ledger, Purchase Orders, Accounts Payable, Inventory Control, Sales Orders, Accounts Receivable and Bank Reconciliation, the class includes hands-on exercises to facilitate the learning process and one-on-one interaction with the instructor.

Totaling 38 hours over 11 days, this is a deep dive into the modules most all clients use and is valuable for both novice and experienced users. It’s priced at $2,500/attendee or $300/session—but don’t forget your annual free and discounted seats with your Lifecycle subscription.

Click here for Course OverviewCourse Outline, and Course Schedule—then reach out to us if you don’t see your favorite module listed, or if you’d like training personalized to your business processes and modifications. We’re always standing by in the cornfields!

AccountMate Tech Note: How Customer Credit Limit Is Calculated and Validated

Unless the “Allow to Exceed Credit Limit” checkbox is marked in AR/SO Module Setup, when entering a Sales Order or Customer Invoice AccountMate validates whether your customers have exceeded their credit limits and you can proceed only when your customer has available credit.

Since it’s important to know how Credit Available is calculated, we provide Article #1319: How AccountMate Calculates and Validates Customer Credit Limit.

AccountMate Tech Note: Common Messages Encountered When Posting Work Orders

To help you develop a greater understanding of the Post Work-in-Process and Post Finished Job functions in the Manufacturing module, check out Article #1153: Common Messages Encountered When Posting Work Orders. This document discusses the causes of and the solutions to the various messages that users may encounter when posting work orders to work-in-process and finished job.

AccountMate Tech Note: How Multi-Step Manufacturing Work Order Processing Affects Inventory Quantities

The multi-step work order process functionality in the Manufacturing module  allows users to post manufacturing components (i.e. materials, labor, or machine resources) into WIP (work-in-process) up to a certain step in a multi-level production process or post all the steps in a work order at one time. Obviously, this impacts the timing of when AccountMate updates an inventory component’s Allocated Quantity—which can, in turn, affect your visibility to know if there are sufficient inventory resources to manufacture a product.

To describe this process in detail, please see our Article #1321: How Multi-Step Work Order Processing Affects Inventory Quantities. This Technical Note explains the effects of each manufacturing phase on the inventory quantities of a component and a master item and also discusses how AccountMate updates the inventory quantities.

AccountMate Technical Tips

Versions: AM12 for SQL and Express
AM11 for SQL and Express
AM10 for SQL and Express
AM9 for SQL and Express

Modules: AP, PO, SM

Q: I have vendor records where the Vendor # includes a comma. When I generate reports for the said vendors filtered using the List option, I get the “No records found…” message. Why?

A: This is a system limitation for the List report filter. This filter uses a comma to separate vendor numbers (e.g., VENDOR#1, VENDOR#2, VENDOR#3). If the Vendor # has a comma, then it will consider the code as two separate vendors. For example, the Vendor # is BRADY, MIKE; it will return the “No records found…” message because the system cannot find a record for Vendor # BRADY and Vendor # MIKE.

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Versions: AM 12 for SQL and Express
AM11 for SQL and Express
AM10 for SQL, Express and LAN
AM9 for SQL, Express and LAN
AM8 for LAN

Module: AR

Q: I want to change the revenue codes on existing AR invoice line items. Sometimes, I can change the revenue code and other times I cannot change it. Why?

A: You cannot change a line item’s Revenue Code in the Create Invoice ► Line Item Details tab if any of the following conditions exist:

  1. The item is not set to Allow Overwrite of Revenue Code (i.e., Revenue Code checkbox is not marked in the Inventory Maintenance ► Settings (1) ► Allow Overwrite area).
  2. The invoice is from the RA module (RMA transaction).

Please note: The RA module is available only in the AccountMate for SQL and Express platform.

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