Productivity Tools Enterprise
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Available for $2,495 + $625 per year*, Productivity Tools Enterprise manages the setup and copying operations needed to support a multi-company general ledger.
Segment filtering and substitution rules are defined per target company and stored in a template company's database.
Based on those rules, you can add new accounts to all target companies in a single step.
PDF Brochure – Video
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*An enterprise license turns on multi-company general ledger features.
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*Includes all Productivity Tools features, all modules.
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*Includes a one-year subscription to Copy Company, a $600 value.
Copy Company will frequently be used when setting up a new target company's structures and segments.
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Copying Rules for Each Target Company
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Specify any number of account ranges. |
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For each account range, specify any number of segment filtering rules. |
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For each account range, specify any number of segment substitution rules. |
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For all account ranges, specify any number of excluded account ranges. |
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Platform Requirements
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• | Sage 300 2012 to 2016: A single executable program works with these platforms. |
• | Sage 300 2017 to 2022: A single executable program works with these platforms. |
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Detailed Platform Requirements |
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A Simple Setup Example for Sage's Sample Company SAMLTD
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Goal
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Specify the rules for a "Division 100" of the sample data company SAMLTD.
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Background
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SAMLTD has accounts in the range 1000 to 9999.
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SAMLTD has 3 Segments: Account, Division, Region.
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SAMLTD has 3 Structures: Account, Account+Division, Account+Division+Region.
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There are 2 Segment Values in the Division Segment: 100 and 200.
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Segment Filtering Rules
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Account range 1000 to 9999, filtering Division 100 to 100
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Account range 1000 to 9999, filtering Division blank to blank
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Segment Substitution Rules
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None required. If specifying rules for a Division 300, the rule would be:
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Account range 1000 to 9999, substitute Division 100 with 300
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Excluded Account Ranage Rules
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None required. If the bank account for Japanese yen (1050) was to be excluded, the rule would be:
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Exclude account range 1050 to 1050
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