BTerrell Group Blog

Tony Zhang

Recent Posts

Sage 300 ERP (AccPac): 1099 Report Using PowerPivot

Posted by Tony Zhang on Fri, Jan 24, 2014

The other day I was asked by one of my controller clients:

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Tags: Sage 300 ERP, PowerPivot

Sage 300 ERP (AccPac): Project Analysis Using PowerPivot

Posted by Tony Zhang on Wed, Jan 08, 2014

This blog is a continuation on the Sage 300 ERP business intelligence journey using PowerPivot. I will focus on the project analysis in this blog.

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Tags: Sage 300 ERP, PowerPivot

Financial Dashboards in Sage 300 ERP Using PowerPivot

Posted by Tony Zhang on Fri, Dec 20, 2013

This blog is a continuation on the Sage 300 ERP business intelligence journey using PowerPivot. I will focus on the financial statements in this blog.

Let’s begin by looking at the tools. Many tools are used to prepare financial statements, namely Income Statements, Balance Sheets and Cash Flow Reports. In the Sage 300 ERP (formerly Accpac) world, the three, Excel based, tools widely used are: FR (Financial Reporter), Sage Insight and Sage Intelligence.

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Tags: Sage 300 ERP, Financial Reporting, PowerPivot

Sage 300 ERP: Operational Data Analysis Using PowerPivot - Wrap-Up

Posted by Tony Zhang on Thu, Dec 05, 2013

This is my final blog wrapping up our series on Sage 300 ERP operational data analysis using PowerPivot. Follow this link to interact with the workbook. Please note, you need Excel 2013 Professional Plus and will need to enable the Power View add-in for the interaction with the “Sales Dashboard”, as shown in the first screenshot below.

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Tags: Sage 300 ERP, PowerPivot

Sage 300 ERP (Accpac): Inventory Forecast Using PowerPivot

Posted by Tony Zhang on Fri, Nov 22, 2013

Sage 300 ERP (formally known as Accpac) “Location Details” UI provides item quantity information by location. This number comes from the ICILOC table and updates in real time when you create or update a PO and SO and when you receive or ship items. In ICILOC, each item and location combination creates a record within the table. The records include columns such as:

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Tags: Sage 300 ERP