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Jennifer Pitt

Recent Posts

The SQL Command Override

Business Insights Explorer (BIE) tasks can quickly compile data using a SQL query from data existing in one or more Sage 500 tables. The user can personalize a BIE task by filtering, grouping, and subtotaling the data as needed.

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Tagged With: Sage 500, SQL Server

Create a Custom Task in Sage 500 ERP

You created a custom Business Insights View (BIE) but now you need to grant access to users so they can start using it from their menu. In order to add the view to the menu, you must add it in the Task Editor (System Manager > Tools > Task Editor).

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Tagged With: Sage 500, SQL Server

Configuring Sage 500 Sales Order Entry to work with Data Porter

  Are you extracting sales order data from outside of Sage and struggling to get the sales order data back into Sage 500 ERP? If you’ve tried to use Data Porter to import into the Sales Order Entry screen but have run into issues, I have a work .

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Tagged With: Sage 500

Sage 500ERP Year-end Closing Procedures 2019

The following tips and tricks will help you get ready to close out the old year (2019) in Sage 500 and ring in the New Year (2020)! First a word of caution about what this article is NOT: This is NOT intended to be a step-by-step guide for what .

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Saving time with DIM automation for Sage 500

  Data Import Manager (DIM) for Sage 500 ERP is a module that gives you to access many API’s that will allow you to automate some of the time consuming jobs that you do daily. To name some of the most popular automations that DIM can handle (almost .

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Tagged With: Sage 500

Paya Credit Card Flow in Sage 500

  If you haven’t started accepting credit cards from your customers, you may be missing out on quick payment in your accounts receivable. Adding the ability to take credit cards is easy and available in recent versions of your Sage 500 ERP. .

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Tagged With: Sage 500, PAYA

Corrected 1099’s using Aatrix

You made it through January 1099 season and you thought you were done, only to find out that you need to do some 1099 corrections.  As you may know, Aatrix required a new process this year, whether you printed 1099’s on your own printer or you .

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Tagged With: How-To

A day in the life…

Jennnifer Pitt, Solution Architect Have you ever wondered what goes on behind the scenes here at RKLeSolutions? What exactly is a solution architect? Hopefully if you made your way to this post, it's because you have curiosity in the life of a .

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