Tips & Tricks for Sage ERP

Aug 10, 2011
Written by
  • Need space?
  • Need help setting up a new calendar year?
  • Need to Backup data?
  • Need Sage to work in MS Office 2010?



Read how to here...

Data Management

Year end is a good opportunity to “clean house”. It makes sense to purge old data you no longer need, create archive databases, or even expand your storage capacity. So, be sure to contact your Endeavour Consultant if you would like assistance in creating a data maintenance plan.

Create a New Fiscal Calendar

Accpac allows you to begin entering transactions for the new year without having to close the current year. However, you first need to create the new fiscal calendar in Common Services before you can begin entering transactions. Since you can create a new fiscal calendar at any time, it’s a good idea to set it up early so you’re ready when it is time to enter transactions in the New Year.

Back Up Data

The first thing to do before beginning any year-end processing task is to execute a complete backup of your Sage Accpac data. This will enable you to restore your system to its original state should you need to undo a significant year-end processing mistake. It’s a good idea to make another back-up after you successfully complete the year end close.

Sage Accpac now supports MS Office 2010

As of December 2010, we are pleased to announce that Sage ERP Accpac Version 5.6, Version 6.0 (upon general release) and Sage Accpac Intelligence will be compatible with 32-bit version of Microsoft Office 2010 (e.g. Excel 2010 and VBA Macros). When Sage ERP Accpac Insight Version 6.0 is released with Sage ERP Accpac 6.0, it will also be compatible with 32-bit Microsoft Office 2010. This version of the Insight module will be backward compatible with Sage ERP Accpac Versions 5.5 and 5.6.

Quick Keys

Function Keys

F1 Key:  Displays online help. Available anywhere in Sage Accpac ERP.
F5 Key:  Displays a finder window to select records.
F7 Key:  Displays the information for a record (go button)
F9 Key:  Zoom into the selected record to display more information about the record.

Shortcut Keys

Alt + S:  Use to save changes made to the displayed record.
Alt + D:  Use to delete the displayed records.
Page Up:  Navigation buttons.
Page Down:  Navigation buttons.
Ctrl + Page Up:  Navigation buttons.
Ctrl + Page Down:  Navigation buttons.
Alt + E:  Use to set criteria to specify records to display in the finder.

When Editing Columns of Data:

Insert:  Insert a blank row to add a new record.
Delete:  Removes a selected row.
Tab or Enter:  Go to the next or previous column in a list.
Up or Down Arrows:  Go up or down one row.
Right or Left Arrows:  Go right or left in a column.
Page Up:  Go to the top row in a view.
Page Down:  Go to the bottom row in a view.
Home:  Go to the first row in a list.
End:  Go to the last row in a list.