BTerrell Group Blog

Sage 300 ERP: Save Time With Shortcuts!

Posted by Kevin Yu on Sun, Nov 10, 2013

Sage 300 ERP TimesaversEver wonder how much time you spend switching between your mouse and keyboard when entering large amounts of data?  With these Sage 300 ERP shortcuts, you will no longer ask yourself this question.  The following Sage 300 ERP shortcuts allow you to navigate most screens by only using your keyboard.


Key Description
Page Up Go to the first (top) record visible in a list
Page Down Go to the last (bottom) record visible in a list
Ctrl + Page Up Go to the first record in a Finder list
Ctrl + Page Down Go to the last record in a Finder list
Ctrl + Tab Move out of a grid or list to the first button or field following the grid or list
Ctrl + Shift + Tab Move out of a grid or list to the button or field directly above the grid or list
Home Go to the first entry in a list
End Go to the last entry in a list
Tab or Enter Go to the next column
Shift + Tab or
Shift + Enter
Go to the previous column
Alt + C or
Alt + F4
Close a form or dialog box
Alt + E Open the Set Criteria dialog box to specify records that will be displayed in the Finder
Esc Cancel or close a pop-up form (for example, the calendar or a form opened with the Zoom button)
Up Arrow or
Down Arrow
Go up or down one line in a grid
F1 Display Help
Alt + H Display the Help menu
F2 Turn the edit mode in a list or grid on or off
F4 Display the calendar for a date field
F5 Disply the Finder 
F7 Disply the information for a record
F9 Open a detail form that displays more information about the selected record
Shift + F9 Open a second detail form (called the Zoom Detail) from a detail form
Alt + Down Arrow Display available selections for a field
Insert or
Ctrl + Insert
In a table, insert a blank row to add a new record
In a field with a New button beside it, begin a new entry
Delete or
Alt + D
Delete the selected row or record
Alt + A Save a new record
Alt + S Save changes to the displayed record


Of course, using your mouse as well will be more efficient as you learn to use these shortcuts. But, over time taking advantage of some of these shortcuts may add up to hours of time saved.  Happy shortcutting!

Tags: Sage Accpac ERP, Accpac, Accpac ERP, Sage 300 ERP, ERP Accpac, Sage 300 ERP Shortcuts, sage accpac shortcuts

Sage 300 ERP (Accpac): Purchase History and KPIs Using PowerPivot

Posted by Tony Zhang on Fri, Oct 18, 2013

This blog is a continuation on the Sage 300 ERP business intelligence journey using PowerPivot, and covers Purchase Analysis.

In the following Purchase History example, I created a KPI to compare the purchase unit cost with the number from the previous year.  The unit cost is greater than 105% from the previous year, so it's highlighted in red.  This screenshot shows a number as green if the number is within the target and yellow as a warning you are about to be out of the target.

I track this purchase KPI by vendor, vendor group, vendor payment term, item, item category, item segments, etc., by using this particular data model.  

10 18 1

10 18 2

In the end, I gain insight into the purchasing operations while also producing the same results as I do with the standard Purchase History (please see the following two screen shots).

10 18 3

10 18 4

I hope you found this blog helpful as you continue to understand PowerPivot’s position and the level of professional services we provide here at BTerrell Group. Feel free to view the report in static form to grasp a better view of the look and feel.

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Tags: Accpac, Sage 300 ERP, KPI, Purchase history, PowerPivot

A Brief Sage 300 ERP Retrospective

Posted by Chris Firra on Wed, Oct 02, 2013

Sage 300 ERP, formerly known as Sage Accpac ERP, has a long history that is older than even Sage Software (which was founded in 1981).  The software's origin can be traced back to 1976, when Don Thompson, Ted Comfoltey, Keith Wales, and Norm Francis formed the Basic Software Group.  The original product, marketed as Easy Business Systems, was first designed for the CP/M operating system, the original dominant operating system for microcomputers.  Here's a short recap of what happened afterward:


Easy Business Systems ported to MS-DOS following the introduction of the IBM PC in 1981


Computer Associates acquires Easy Business Systems and allows it to operate as an independent business unit.


CA/Accpac International rebrands the accounting software product as Accpac Plus, and it becomes the dominant small business accounting software in Canada and one of InfoWorld's 100 top-rated products.

AccPac Plus Accounting 1987      AccPac Plus Account 1987 Screenshot


The first Windows version is released as CA-Accpac/2000, designed to utilize a client-server deployment.  The early versions  are developed in COBOL and proprietary Computer Associates development tools, and feature a macro creation tool.

Computer Associates Accpac/2000 1994


CA/Accpac International releases version 5.0 rebranded as Accpac Advantage Series.   The release introduces a multi-tiered architecture with a core business layer developed in C and a user interface layer developed in Visual Basic.  This hastens the development of 3rd party applications and custom interfaces.

Accpac Advantage Series 2001    Accpac Advantage Series Logo 2001


CA/Accpac International announces Accpac Online, a pioneer in “cloud” and subscription based accounting software.

Accpac Online Logo 2002


CA/Accpac International introduces Accpac CRM, which later becomes Sage CRM, a fully-integrated CRM solution that runs completely in a browser.


Sage Software acquires Accpac subsidiary from Computer Associates

Accpac box by Sage Software


Sage releases the rebranded Sage Accpac ERP  Version 5.4 with over 267 new features and enhancements.

Sage Accpac ERP 2006


Sage releases Sage Accpac ERP version 5.5 with performance advancements and new IFRS compliance.


Sage releases the slightly renamed product, Sage ERP Accpac Version 5.6 is released as a bundled Suite that includes Sage Intelligence Report Manager.

Sage ERP Accpac Version 5.6 2009


Sage introduces Sage ERP Accpac version 6.0 and the development of new user interfaces based on the Google Web Toolkit and SDATA.

Sage ERP Accpac v6.0 2010


Sage releases the rebranded Sage 300 ERP 2012 release that builds upon Sage’s web initiatives and responds to customer requested functionality.


Sage 300 ERP 2012 Product Update 1 includes new features like Company Colors and enhancements in both Payroll and Inventory Control modules.  Additionally, Sage introduces a new Sage Intelligence Designer Add-In.

Coming Soon

Sage 300 ERP 2014 is anticipated to be released by the end of October, 2013.  Sage 300 ERP continues to evolve to meet the challenges faced by SMBs, with emphasis on deployment flexibility, connectivity, and fast access to critical information.


BTerrell Group has been helping customers in Texas, Arkansas, Louisiana and New Mexico implement Sage 300 ERP/Accpac for over 20 years. We've got a team of experienced ERP professionals who love to help customers solve business issues with technology. Let us know how we can help you!

Yes! I Want a Demo  of Sage 300 ERP


Tags: Accpac, Sage 300 ERP

Sage 300 ERP (Accpac): Sales History Reporting Using PowerPivot

Posted by Tony Zhang on Mon, Sep 30, 2013

This blog is a continuation of the Sage 300 ERP (formerly known as Accpac) business intelligence journey using PowerPivot, and covers Sales History reporting.

Why bother to re-create the Sales History out-of-the-box report from Sage 300 ERP?

The very answer also applies to questioning why I would need Business Intelligence (BI) when I already have my reports. In some sense, it is like comparing financial accounting and managerial accounting – both provide information to support business decisions, but their consumer, format, span and depth are different. Reports usually require certain formats and are created for a set of period, such as fiscal year or period. On the other hand, BI is flexible in its format. Many times it has powerful visualization ability, and can be generated for any period of time such as daily, weekly or monthly. It is important for the BI solution to provide a holistic view of the business and be able to adapt to changes quickly.

As an example, I don’t like to break my train of thought during analysis by closing the report, re-selecting filters (if they are even available), and waiting for minutes if not hours to re-run the report. In addition, in the Sales History report case, I don’t want to limit the access to the report to my ERP users, I want the right person to access the right information anywhere, anytime and on any device.  I will discuss these (data stewardship and mobility) in the coming blogs after I have thoroughly covered Power BI.

Now let’s look at how the Power Pivot delivers the right information with ultimate flexibility.

In the 1st screenshot below, the grand total highlighted in green ties to the numbers in the 2nd screenshot which is from Sage 300 ERP's out-of-the-box Sales History Total Report, the invoice data highlighted in yellow ties to the numbers in the 3rd screenshot that from the Sales History Detail Report. This shows that the PowerPivot report had the right numbers, which gives me peace of mind that my reports will show accurate information. Moreover, without re-running the report, it is delivered in one shot.

PowerPivot Sales History Report:

Sage 300 ERP - Sales History PowerPivot Report

In addition to the out-of-box report filters as shown in the screenshot below, you can see by looking at the slicers circled in the screenshot above, PowerPivot allows us to filter the sales history by week, by item segment 2 and 3, and by category. It takes me minutes -- if not seconds -- to re-group the output to analyze the sales, COGS and margin by item category, customer group, territory, sales person and other dimension attributes, thanks to the Excel data model.

Sage 300 ERP: Sales History Report Input Screen

O/E Sales History Totals Report:

 O/E Sales History Totals Report

O/E Sales History Detail Report:

O/E Sales History Details Report

When I examined the report closely, I noticed that some sales had $0 cost, leading to a 100% margin. While this would be nice, it's certainly not accurate. This happened because the I/C item is set to use “Standard Cost” but the standard cost is set to $0. Plus, the data source used for the sales history report uses standard cost. To analyze the margin using actual cost, we need to change the data source. I will cover it the next blog.

Click here to get a static version of the reportto get a sense of the look and feel. I will share the actual report later after I complete other blogs in this series, which will cover Sales Analysis and Power BI, along with Purchase Analysis.

Stay tuned...

If you would like to learn more, don't hesitate to ask for a FREE 30-minute consultation from BTerrell Group...we'd be happy to help!

Free Consultation

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Tags: Accpac, Sage 300 ERP, reporting, Sales History

How to File a TWC Unemployment Report Using Sage 300 ERP or Accpac

Posted by Brian Terrell on Tue, Apr 30, 2013

by Brian Terrell

I built my business on automation, and often say I enjoy helping clients do more work with less effort. And, I sometime flirt with over automation, which occurs whenever an automation costs more to develop that it returns in savings. In other words, over automation results in doing less work with more effort. I feel disgusted when I fall into the over-automation trap; however, it occurs as an honest and overly optimistic outgrowth of technology curiosity that has other, not-so-easily measured benefits. I assure you that filing the Texas Workforce Commission (TWC) quarterly state unemployment tax report using Sage 300 ERP (formerly called Sage Accpac) does not fall into the category of over-automation.

Sage 300 ERP provides an out-of-the-box state unemployment report filing function, but I never used it. Shame on me…it might be even easier. However, since I can execute my method in minutes per quarter without thinking, I'll wait to read some other person's blog to get up to speed on the out-of-the-box Sage function. Until then, I'll just recite what I have done for more than 15 years (times three companies times four quarters per year).

Step 1 requires obtaining a TWC login for the state commission's self service web site. Note that I can file on behalf of companies that I do not own if properly authorized, and this helps the managed payroll service provider, bookkeeper or CPA firm provide this service for a client.

After setting up my online account, I print Sage 300 ERP's Payroll Quarterly Wage Report by Employee to Preview and export to Excel. use the "data only" format, and I export directly to the application. After choosing the Format and Destination, accept all of the default selections in the export function:

Export screenshot resized 600

This causes the report to open in Excel, whereupon I delete the first row and move the column headers in the new first row (the row that becomes the first row after I delete the original first row) one column to the left (overwrite that column header in Column A entitled TXSUTA). This places the column headers above the correct column heading.

Delete all columns except SSN, Last Name, First Name, Middle Name, and Total Earnings. Total Earnings, in this case, represents quarter-to-date total wages. Texas asks only for these five columns. I then move First Name and Middle Name to be between SSN and Last Name using the cut and paste command applied to the entire column. Next, I add up the Total Earnings column and tie it to the original report, which I leave open in the Preview window for this purpose. If the total ties to the report, delete the total and delete the first row. We no longer need the column headings and we no longer need the check total.

Excel Spreadsheet TWC Sage 300 ERP

Save the file under an appropriate name in an appropriate location. Remember, the wage information for the entire company should be carefully managed. Log in to the TWC Employer Services web site, choose the correct Employer record (if managing several employers), and upload the wage information from the file. If there are any records containing zeroes in the Total Wages row, the site will ask if it can delete those records. Answer yes and tie in the results to the check total, which may still be open in the Preview window. Follow instructions for filing the report and remitting the payment.

Payment remittance can be made by credit card or by bank transfer. Alternatively, the website can prepare a remittance advice that I can then print to paper and mail in with my check. The online payment or check must be remitted by the last day of the month following the end of the payroll quarter.

22 years ago, when I first began to use the product formerly known as Accpac, I wrote a special report to print the TWC continuation pages using a dot matrix printer. If you remember what a "continuation page" is or even what a dot matrix printer is, then you are a veteran. choose my words carefully here, as I am a veteran, too! However, my time as a payroll veteran draws nigh…please look forward to an upcoming post on why I believe fewer and fewer SMBs will be doing their own payroll over time.

Tags: Accpac, Sage Accpac, Accpac ERP, Sage 300 ERP, accpac tips