Fuel Good 2018: Sparkrock System Advanced Tips & Tricks
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This session covers how to use rapid start packages to create a new entity or quickly migrate data, understanding table structure without access to Object Designer, and automatic posting using Workflows.
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Fuel Good 2018: Sparkrock System Advanced Tips & Tricks
- 1. Sparkrock System: Advanced Tips and Tricks Rhett Williams
- 3. #FUELGOOD18 1. Using Configuration Packages to create a new entity 2. Viewing the table structure without the Object Designer 3. Using Work Flows to post documents 4. Using purchase credit memos correctly 5. Finding the error line on a general journal AGENDA
- 4. #FUELGOOD18 Using Configuration Packages to create a new entity
- 5. #FUELGOOD18 Steps to create a new entity from an existing company • Need another company and want to save on consulting services? • Step I create a new package in existing company with all the master data tables you want to replicate – export package • Open new company on the same, or different, data base • Import package and apply package – may take several iterations • Clean-up and import other data • Set-up users • Permissions issue to consider
- 6. #FUELGOOD18 Viewing the table structure without access to the Object Designer
- 7. #FUELGOOD18 Several ways to achieve this • Anywhere in the system that has a dropdown list of the tables • Configuration packages is a good example • Permission sets is another • Use advanced option and then export to Excel for future use. • To see tables and fields • Create a configuration package of all tables you are interested in, without editing fields • Include table 8616 Config. Package Field • Export this table to Excel and delete the other packages from the Excel sheet
- 8. #FUELGOOD18 Using Work Flows to Post Documents
- 9. #FUELGOOD18 Sales Invoices/Credit memos • Make sure that the workflow event/response combination is enabled for posting • Use the Sales invoice approval template and add event and response. • Workflows need to be set-up • Purchases can used, but not if using AP Batch • General Journal posting not supported OOB
- 10. #FUELGOOD18 Using the purchase credit memos correctly
- 11. #FUELGOOD18 To show or not to show • When to use “Copy Document” or “Get Posted Lines to Reverse” • Apply if correcting a processing error, not apply if Vendor issued credit • Adding the line back to the P.O.
- 12. #FUELGOOD18 Finding the error line on a general journal
- 13. #FUELGOOD18 Dimension error on line 2500090010000 • So which line is this? • Expose filters on General Journal page • Use the ‘All filter’ and filter for line number
- 14. #FUELGOOD18 THANK YOU! Rhett Williams rwilliams@sparkrock.com All presentations will be made available after the conference
- 15. #FUELGOOD18 Please take 5 mins to fill out your session evaluations One lucky winner will win an Amazon Echo!
- 16. #FUELGOOD18 www.sparkrock.com @sparkrockinc Nonprofit, Human Services & K12 software to help you serve more people, with less effort, stress & expense.
Editor's Notes
- Have this slide up as people enter the room
- Take 5mins to give the audience a bit of background about you
- Show what package looks like Export package, create company Import package
- Show how this works using create newco – 8616
- Review set-up and do a sales invoice usig demo 1 as the sales person.. Delegate and approve use requests to approve
- Demo using staples invoices FG If PO has been closed cannot restore line Demo restore line – receive on PO 100065
- Demonstrate with batch A
- Have this slide up as people exit the room.