The document outlines advanced tips and tricks for using Sparkrock software, including mapping transaction history, translating legacy data, and enhancing page functionalities. It covers effective use of list pages, chart integration into role centers, and inventory item advantages for non-inventory purposes. The conclusion invites attendees to complete an evaluation survey for a chance to win a prize.

1. 1
Advanced Tips and Tricks
# A L L I A N C E 2 0 1 7

2. 2
YOUR PRESENTER
Rhett Williams
Master Consultant
JOINED SPARKROCK IN 2009

3. 3
M a p p i n g Tr a n s a c t i o n
H i s t o r y w i t h D i m C o m s

4. 4
Dimension Combination Table is a Mapping
Table
Table Consists of:
• Code
• Description
• GL Account number
• Eight dimensions
Everything that you need to map historical transactions to NAV

5. 5
Translate legacy data
Translate legacy data to:
• The Dimcom Code representing account/segments in legacy
• Posting and document dates
• Other information
• Amount
Upload using Excel to a general journal

6. 6
E x p o s i n g A d d i t i o n a l
F i e l d s o n a P a g e

7. 7
Page Seems to be Missing the Field You Need
Step 1 – Check on the Help, about this page
Step 2 – Use the design button on the Development Client
Step 3 – Add the field and compile
Remember that you have made a code change that we at Sparkrock don’t
have

8. 8
E f f e c t i v e U s e o f L i s t
P a g e s

9. 9
Effective use of Lists
Filters and saved views export to Excel
Turn a list page into a chart and save the view

10. 10
A d d a C h a r t t o t h e
R o l e C e n t r e

11. 11
Add a Chart to the Role Centre
Add a pre-built chart
Create a new Chart

12. 12
U s i n g I n v e n t o r y I t e m s
f o r n o n - i n v e n t o r y
p u r p o s e s

13. 13
Advantages
• Set descriptions on the line
• Drives posting, allows for the use of business posting groups
• Makes available the use of price lists
• Items adds to ability to analyze data

14. 14
How to:
Set-up
• Posting Groups and Posting set-up
• Create Items and add prices
Sell items

15. 15
EVALUATIONS
P L E A S E T A K E 5 M I N S T O
C O M P L E T E A S E S S I O N
E V A L U A T I O N .
WIN ME!
One lucky survey will
take home a Ecobee
Smart Wi-Fi
Thermostat

16. 16
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