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Enterprise Features - Back To Productivity Tools
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Available for $2,895 + $725 per year, Productivity Tools Enterprise manages large and multi-company charts of account, user permissions, application security, and complex price lists.
All Productivity Tools features for all modules are included in the Enterprise edition.
PDF Brochure – Video
– Benefit Summary
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*New* Close Contracts and Jobs closes items and documents actions that need to be taken.
See: Picture.
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*New* SmartFinders now search and show optional fields. SmartFinders now have Advanced Search options.
See: Picture.
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NEW: Optional Fields in O/E and P/O Detail Grids
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Tag Posted G/L Transactions - See User Guide
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| • | Use tags to cost or categorize posted G/L transactions. |
| • | Quickly edit the lines in an edit-friendly grid. |
| • | Export to Excel for further analysis and reporting. |
| • | Tags are stored as Sage 300 optional fields |
| • | Watch: https://vimeo.com/1027398930
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Look Up G/L Account - See User Guide
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| • | Quickly find the account you are looking for amongst thousands of accounts. |
| • | Simultaneously searches codes and descriptions of structures |
| • | Supports all applications and multi-company searches by using the Windows clipboard. |
| • | Watch: https://vimeo.com/789777545
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Copy G/L Accounts - See User Guide
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| • | Manage multi-company Sage 300 general ledgers. |
| • | Copy any number of account ranges from a template company to target companies. |
| • | For each account range, specify any number of segment filtering rules. |
| • | For each account range, specify any number of segment substitution rules. |
| • | For all account ranges, specify any number of excluded account ranges. |
| • | Watch: https://vimeo.com/707083999
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User Management - See User Guide
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Application Security - See User Guide
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Remove Items from Price Lists - See User Guide
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| • | Quickly remove multiple items from multiple price lists in a single operation. |
| • | Supports item, price list and currency filtering. |
| • | Supports customer filtering for contract pricing. |
| • | Watch: https://vimeo.com/844642223
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Create Price List - See User Guide
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| • | Create a price list spreadsheet for a single customer. |
| • | Incorporates all pricing factors, including contract pricing. |
| • | The prices in the spreadsheet will match order entry default pricing. |
| • | Watch: https://vimeo.com/800959649
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Close Contracts and Projects - See User Guide
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| • | Close some or all projects in a contract. |
| • | Identify which projects cannot be closed (may require revenue recognition). |
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Platform Requirements
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| • | Sage 300 2012 to 2017: A single executable program works with these platforms. |
| • | Sage 300 2018 to 2026: A single executable program works with these platforms. |
| • | Visual C++ 2013 Redistributable (x86) - 12.0.30501 or higher is required. |
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Detailed Platform Requirements |
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