RemoteDesk.Net - ACCPAC Windows OE Template

Setting up a template
for Windows OE

When you are updating from a previous version, a new feature that was added to version 2.4 or greater, is the ability to set certain defaults within RemoteDesk. In order to activate these now, you must set up the template first.

Follow these instructions:

1. Start up RemoteDesk and proceed to the Company Profile forms by clicking on the Profile button and selecting Company Profile. Select the Data Options tab. First the accounting data path must be pointing to your ACCPAC Windows data directory. Use the "Browse" button to do this. Next click on the Settings button next to the Accounting data path field. On the Setting form you can select to interface to ACCPAC O/E or ACCPAC A/R (only if the Invoicer Add-on is installed). Click on the ACCPAC O/E option. You can set a number of interface options at this time:

(a) "Use ACCPAC auto-numbering" This option when selected will add new orders and invoices into ACCPAC using ACCPAC O/E numbering.
(b) "Set quantity shipped on orders" This option sets the quantity shipped value on orders to be the same as ordered quantity if the Order Entry option Allow Quantity Shipped on Orders has been set in O/E Options.
(c) "Force ACCPAC pricing on orders" This option ensures that all item pricing is determined from the ACCPAC I/C database and ignores any pricing set in RemoteDesk.
(d) "Use A/R sales person split" This option when set uses the ACCPAC A/R customer master setting for sales commission splitting. If this option not set, the RemoteDesk salesperson entered will be used on any orders or invoices posted to ACCPAC.

2. Finally, to set the templates necessary for posting into ACCPAC, from RemoteDesk, click on the Set Templates button. This brings up a form for setting the program runtime directory, the database directory and the active ACCPAC macro directory. Once the paths are set click on Create Templates. This will update the import templates for new customer and ship-to codes to import into ACCPAC as well as copying the macro templates to the active macro directory.

3. Open the ACCPAC Windows O/E desktop. Go to the ACCPAC Order Entry desktop where you want to add a new RemoteDesk posting icon and click on the "Objects" menu and select "macro". Enter the macro description as "Post RemoteDesk Orders" . Set the Macro as " ....\macros\RDOEMA01.MAC" Use the Browse button to set the macro name shown here. This is installed when you ran the Set Templates function in the previous step. Click on OK and a new icon should appear on the desktop. Try it out by clicking on it. It should report that there is nothing to post.

4. Before beginning to use RemoteDesk and ACCPAC O/E, you must import ACCPAC items, customers and ship-to addresses into RemoteDesk. Proceed to Import items by clicking on the Process button and then the Import button. Click on Items as "Import Data For". Then click on Import. The customer and ship-to records are imported in the same fashion.

5. Enter new orders. Use the RemoteDesk Order entry program.

6. Once you have several orders, use the RemoteDesk Export program to send the new orders to ACCPAC. Click on Process and then Export. Select Orders as the data to be exported then click on the Export button. The orders are put in a file in the \macros directory.

7. To post the RemoteDesk orders into ACCPAC, go to the ACCPAC O/E desktop and click on the "Post RemoteDesk Orders" icon just setup in the previous steps. It will add these orders to the ACCPAC O/E database. Use the regular Order Entry processing functions to complete the handling of these orders. If you are also posting invoices, you would still have to run the Day End Processing in Inventory Control to complete all of the ACCPAC updates.