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Productivity Solutions for Sage BusinessVision 32

VE RT I C AL S O LUT I O N S PARTN E R

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2006 Catalog

DocuFire Server › MK PowerTools SQL › MK Database Doctor

DocuFire Server FOR BUSINESSVISION

Adds fax and email functionality to BusinessVision . . . . . .2Message from the PresidentCustomer Testimonials

Account Statements & Receivables Management . . . . . . . .3Managing Credit Hold Faxing and emailing Account Statements by Aging Date View and send invoice copies

Invoices & Electronic Billing . . . . . . . . . . . . . . . . . . . . . . . . .4Batch Invoices InvoicesSend Invoice Copies to Sales Reps

Purchase Orders, Quotes & Sales Orders . . . . . . . . . . . . . .5The Purchase Order module can reprint issued Purchase Orders DocuFire Server allows you to set up a unique form for quotesGenerate Order Confirmations using the Ordered Quantity

Broadcast and Direct Marketing . . . . . . . . . . . . . . . . . . . . . .6Importing additional contacts Email broadcast messages support HTML body content

How does DocuFire Server work? . . . . . . . . . . . . . . . . . . . .7DocuFire Client Main MenuIntegrated BusinessVision Contact Management Interface

Contact Management & Delivery Options . . . . . . . . . . . . . .8Expanded contact management using CustomPack WorkBook Customize delivery options using CustomPack WorkBook

Sending Rules & Options . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Sending Rules help automate your delivery selectionsSending Options Screen

Message Templates, Attachments & Override Destination . .10Subject and Message Body Templates Sending attachments with documents Override Destination

Fax Options, Printing and Tech Tips . . . . . . . . . . . . . . . . . .11Include Customized Fax Cover Pages Schedule faxes for delivery at a specific date and time Send faxes during off-peak hours to save on long distance charges Document Printing Options Tech Tips System Requirements

MK POWERTOOLS SQL FOR BUSINESSVISION

INVENTORY MANAGEMENT TOOLS

Inventory Code Change . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Change any part number in BusinessVision

Inventory Code Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16Combine any two existing part numbers into one

Inventory Code Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Move an item from one warehouse to any other

Inventory Code Purge . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Purge obsolete part numbers from your inventory

Warehouse Replicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Replicate the inventory master from one warehouseto many warehouses

Product Code Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . .22Validate, add, assign and organize your product codes

Last Price Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23Automatically updates your BusinessVision Customer Specific Pricing

CUSTOMER MAINTENANCE

Customer Code Change . . . . . . . . . . . . . . . . . . . . . . . . . . .24Change any customer code in BusinessVision

Customer Code Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Combine any two existing customers into one

Customer Code Purge . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Purge obsolete customers from your system

Territory Code Manager . . . . . . . . . . . . . . . . . . . . . . . . . . .28Validate, add, assign and organize your territory codes

VENDOR MAINTENANCE

Supplier Code Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29Change any supplier code in BusinessVision

Supplier Code Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Combine any two existing suppliers into one

GENERAL LEDGER MAINTENANCE

General Ledger Account Code Change . . . . . . . . . . . . . . .31Change any General Ledger code in BusinessVision

General Ledger Account Code Merge . . . . . . . . . . . . . . . .33Combine any two existing General Ledger accounts into one

General Ledger Segment Change . . . . . . . . . . . . . . . . . . . .34Unlimited flexibility to reinvent your entire chart of accounts structure

ORDER MAINTENANCE

Reverse Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36Automates the reversal of invoices

PURCHASING

Un-Issue Purchase Order . . . . . . . . . . . . . . . . . . . . . . . . . .37

Un-issues any Purchase Order

MK DATABASE DOCTOR

Full Check-Up on your BusinessVision Accounting Data . .38

Identify inconsistencies and missing information in your financials

System Explorer & Transaction Details . . . . . . . . . . . . . . . .39Navigate problems in your system

MK Software Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

1

Save 25%MK PowerSuite Bundle: Get all 3 Great Programs

DocuFire Server & MK PowerTools & MK Database Doctor

Save 25%See Price List on page 41 for more details.

MK Software is committed to eliminating millions of windowedenvelopes from landfill every year. DocuFire Server is a solution thatdelivers on the promise of technology! Please read what others have tosaid about this truly revolutionary product.

- Michael Rak, President, MK Software

DOCUFIRE SERVER FOR SAGE BUSINESSVISION 32

Adds fax and email functionality to BusinessVision

Message from the President

2 Order online at www.mksoftware.com/bv

DocuFire Server is a multi-user document management and communication systemdesigned for BusinessVision. With DocuFire Server, Invoices, Statements, Purchase Ordersand other business documents can be Faxed or Emailed by PDF (and/or printed) rightfrom your desktop, quickly and easily.

• DocuFire Server saves all your postage and mail-ing costs, while improving your productivity andcustomer service! Not to mention the benefit toour environment by eliminating all that waste.

• DocuFire Server works directly with all yourBusinessVision contacts and documentsin real-time.

• DocuFire Server supports your standard and cus-tomized BusinessVision Crystal Reports forms.

• Just like the Plug and Play features of modernoperating systems, DocuFire Server automaticallyadapts to your system, version number, etc.This makes integrating DocuFire Server to yourBusinessVision system quick and easy.

• DocuFire Server really gives you an edge in busi-ness, making your organization more efficient,responsive and professional. Systems likeDocuFire Server have traditionally been availableonly to large corporations. Now you can have bigleague functionality for your business.

• “All our people think it is super that we can just click on something andsend it that easily, right from our desktop. We love it! And if there’s a mailstrike, we’re 5 steps ahead of the game.”

Ron Brown, President, Dadco Canada Inc.

•"DocuFire Server was up & running quickly, and does exactly what it is supposed to do. Using this program has saved my clients a lot of money -it paid for itself in no time!”

Charles Pezzack, Kirby, Pezzack and Associates Inc. MK Software Business Partner, BusinessVision Business Partner / Consultant

• ”We are a distributor and have been using DocuFire Server for nearly a yearand it is everything as promised. While researching accounting packages lastyear we noticed DocuFire Server and we were amazed at the possibilities.Although I was interested in BusinessVision, I believe that the features ofDocuFire Server ultimately made my decision to purchase the package.The cost savings alone paid for our entire software investment!

Rory Cabral, Unifit Fastening Systems Inc.

• “The program is definitely time efficient and cost effective, no more foldingand stuffing of envelopes and not to mention the postagesavings! The program is a must for every office.”

Petra Hygienic Systems

• “DocuFire Server has eliminated our need to print and mail accountingstatements saving considerable time and money.”

Sam Poddar, President, Byrex Gems

• “We are extremely pleased with our DocuFire Server software. The link itprovides from our customer data in BusinessVision to various communica-tions modalities has drastically improved efficiency and significantlyreduced costs. We use it for sending out monthly account statements,account past due notices, monthly sales flyers, purchase orders and copiesof invoices. The software is straight forward, easy to learn and easy to use.”

Tim Fera, WAT Supplies

Customer Testimonials

The key innovation of the Account Statementsmodule is the ability to manage receivables byaging date. DocuFire determines the exact aging ofthe account in days and takes credits and paymentsinto consideration.

Aging is perhaps the most important factor in goodcredit management. Better credit management willsave you time, reduce your risk of bad debt andshorten your “days to pay” cycle. If receivables is a bigpart of your business, DocuFire Server can help youbetter control your exposure to bad debt.

Managing Credit HoldCredit hold can be managed a couple of different ways with DocuFire. In both cases,the hold flag is immediately applied to the BusinessVision Customer Master.

1. Credit hold can be applied to (or removed from) an individual account byclicking the “Hold” checkbox in the statement worksheet interface.

2. The “Hold All” button flags all the customers in the current view on credit hold.

The hold status will protect your company from shipping goods to these accountsuntil the flag is cleared. Accounts that lapse past their due dates are typically theearly warning signs of credit problems.

Fax and email Account Statements by Aging DateThe minimum and maximum days old filter allows you to customize the AccountStatement list by aging date range. For example,

• Customers less than 30 days don't get a statement

• Customers 30-59 days receive a “friendly reminder” message

• Customers 60+ days receive a “credit hold” message

This feature enables you to target your AR communications more effectively bygetting the right message to the right people.

View and send invoice copiesOpen invoices by customer can be viewed, faxed, emailed or printed directly fromthe Account Statements module. Useful for resending invoice copies on the spotor for analyzing the details of the account.

Other Statement filters:• Include “Statements = not required”: setting this flag includes customers that

are flagged to not receive statements in their BusinessVision customer profile

• Include Credit Balances: By default, customers with a credit balance areexcluded from the statement run.

• Include Zero Balances: By default, customers with a zero balance are excludedfrom the statement run.

TECH TIPSort your worksheet data by clicking on any column heading: Days Old, Balance Due, etc.

BIZ TIPSend monthly flyers or newsletters with your statements - a great way of communicatingwith your active customer base! See “Attachments” section for more details.

The exciting statements module takes DocuFire Server beyond document faxing andemailing into a full-blown receivables and credit management system!


3Call Toll Free 1-866-977-1080

Account Statements & Receivables Management



Invoices & Electronic Billing

Batch Invoices ModuleThe Batch Invoices module is designed to handleyour day-to-day invoice output from BusinessVision.The system tracks the last invoice sent andautomatically loads the latest invoices into theworksheet by invoice number range.

The batch process can be run several times duringthe day or as a day-end process.

Invoices ModuleThe Invoices Module is used to fax and email invoicesaccording to several different criteria. Useful forre-sending invoice copies and general purpose use.

The Invoice Worksheet filter criteria allow you tosearch for invoices by

• Invoice date range

• Show open invoice only (checks if the item isopen or closed in Accounts Receivable)

• By Invoice Number

• By Customer

• By Territory Code

TECH TIPSend Invoice copies toSales RepsUsing the Territory Code filter in conjunction with theOverride Destination option, you can send sales repstheir customers’ invoice copies.

Sending invoices electronically benefits both you andyour customer. In addition to the time and moneyyou will save, your customer knows what's coming,when it left and how much it costs. The invoice copy

acts as an Advance Ship Notice (ASN), improvingyour customer service and sell-through by gettingyour product on the shelf faster. Having the invoicecopy before the goods arrive also helps resolve

potential problems before they escalate. Everybodywins - including the environment!



Purchase Orders, Quotes & Sales Orders

Quotations ModuleThe Quotations module is used to fax or email quotesright from your desktop.

TECH TIPDocuFire Server allows you toset up a unique form for quotesDocuFire Server allows you to specify a separatequotations report form for fax and email. You cancustomize the form and make it more appropriate forthat usage.

Order Confirmations ModuleThe Order Confirmations module is used to fax oremail Sales Orders right from your desktop.

TECH TIPGenerate Order Confirmationsusing the Ordered QuantityDocuFire Server can print Order Confirmations usingthe Ordered Quantity as the extended value ratherthan the shippable quantity. Most companies need togenerate an Order Confirmation whether or not stockis available to ship. In a back-order situation, thisfeature is essential.

Purchase Orders ModuleThe Purchase Order module is used to fax or emailPurchase Orders right from your desktop.

The interface displays all the issued PurchaseOrders.

TECH TIPThe Purchase Order module can be used to reprintissued Purchase Orders.



Broadcast and Direct Marketing

Within minutes, you can prepare an advertisementand immediately distribute it to all the contacts inyour BusinessVision system. Generate new businessopportunities quickly and cost effectively!

• Send flyers or catalogues

• Price lists

• Trade show invitations

• Product information and brochures

• Moving / Change of address notifications

• Clearance sales to get rid of dead stock

The Broadcast WorksheetThis is the main interface for faxing and emailing toyour contacts.

• The Broadcast Worksheet allows you to transmitto either your customers or your suppliers inone easy interface.

• Customer selections can be filtered on anycharacter position(s) of the Territory Code.

• Supported attachments include PDF, Word,RTF, Excel, TIF and Text documents.

Importing Additional Contacts into DocuFire ServerIn addition to integrating with your live BV contacts, you can easily importadditional email addresses from any text file. The import process automaticallytakes care of duplicate email addresses so recipients do not receivemultiple copies.

TECH TIPEmail broadcast messages support HTMLbody contentYour broadcast email messages can use HTML in the message body in place oftext allowing you to create content rich HTML flyers and advertisements.

The broadcast and direct marketing module is your gateway to promoting your business.

DocuFire Server’s Broadcast and Direct Marketingcapabilities can make all the difference to help yourbusiness succeed and prosper.

Integrated BusinessVision ContactManagement InterfaceBusinessVision contact information and deliveryoptions can be edited directly within DocuFireServer. Simply double-click on any line item in anyworksheet and DocuFire Server displays this form.

Real-time BusinessVision contact data is displayedalong with the DocuFire Server WorkBook fieldsallowing you to make any changes quickly and easily.Any changes are saved immediately back toBusinessVision.

Both the WorkBook Contacts and Delivery optionscan also be edited directly in BusinessVision, see thenext section titled Contact Management and DeliveryOptions.



How does DocuFire Server work?DocuFire Server installs and runs as a client-server system. All users send jobs tothe DocuFire Server for all document processing tasks.

The Server handles all the imaging, printing, faxing and emailing. Because youhave only one computer to configure, DocuFire Server is really easy to implementin your organization.

DocuFire Server faxing system utilizes Symantec WinFax Pro or the built-in

Windows faxing software to handle outbound faxes. DocuFire Server’s emailingcomponents are all built-in, just enter the outgoing SMTP server address, andyou’re ready to go!

DocuFire Server can be installed and run on your existing Windows File Server orany other computer in your office.

The DocuFire Server Client Main MenuThe DocuFire Server Client main menu allows you to select your Documentmodule and begin sending jobs.

The DocuFire Server Job MonitorOn the lower half of the screen is the real-time processing queue, showing thestatus of Jobs running on the Server.



All contact management and delivery options are built into BusinessVision.

Contact Management & Delivery Options

Expanded contact management using BusinessVisionCustomPack WorkBookWhen used in conjunction with WorkBook, DocuFire Server can install special fieldsallowing you the added functionality of:

• Adding a special accounts payable contact (including a custom phone, fax andemail address)

• Storing overseas fax numbers (uses Country Code for automatic dialing)

• Store direct dialing strings (in some regions, area codes can be both localdialing and long distance dialing. By leaving the Country Code and Area Codeblank, simply enter the full dialing string including the leading 1 and DocuFirewill ignore the dialing rules and dial as entered). See example.

• Only unique values need to be entered here. The remaining information ispulled from the customer master, such as primary fax number, telephonenumber, etc.

• DocuFire does not require CustomPack WorkBook to operate.

Customize delivery options using BusinessVisionCustomPack WorkBookWhen used in conjunction with WorkBook, DocuFire can install specialcheckboxes allowing you to customize the delivery method by customer for alldocuments. These options work directly with “Sending Rules” (see next section) togive you total control of document delivery.

• Selecting the “Print Invoices” option, means that the document will always beprinted in addition to any electronic delivery method.

• DocuFire does not require CustomPack WorkBook to operate.

Inventory Code Change


Sending Rules & Options

Sending Rules are a set of user preferences that makethe delivery selection process (fax, email, print) fullyautomatic. Using a combination of factors, DocuFireautomatically selects the best delivery method foreach client. Rules allow you to prepare mailings inseconds without user intervention.

Rules work in three basic steps;

1. Set your rule for each mailing. A handy pick listshows you the available selections;

• Fax, Email, Print

• Email, Fax, Print

• Fax, Print

• Email, Print

• Print All

2. Next we check your customers’ preference(s). (If you are not using WorkBook, we use the

Customer Master for emailing preferences).If you are using BusinessVision Workbook, youhave the following options for statements by cus-tomer;

• Do NOT fax Account Statements

• Do NOT email Account Statements

• Print Account Statements (This prints the documentin addition to any selected electronic method)

3. Lastly we validate the customer data for a com-plete fax number and/or email address. If eitherof the fields are incomplete, the next best methodis selected. If neither are available, DocuFire Serverwill always revert to printing the document.

Final selections can be made in the DocumentWorksheet interfaces.

Some of the many benefits of this design include;

• The negative option method results in the leastamount of work setting delivery preferences. Youcan start using DocuFire Server right out of thebox. The system makes all the right decisions foryou.

• The fault tolerant design allows you to quicklyadapt to another sending method in the eventthat the desired communication system is notavailable, i.e. email system is down, etc.

• All your valuable document routing data (andcontacts) are stored and managed inBusinessVision

• All valuable data is automatically backed up aspart of your regular BusinessVision data backup

Sending Rules help automate your delivery selections

Sending Options ScreenThe Sending Options screen is where the final jobparameters are selected.

All the options can be customized to your prefer-ences, such as:

• Changing the sender to yourself or using thesystem default sender

• Setting fax options for immediate or scheduleddelivery

• Selecting a fax cover page or not

• Add a CC or BCC recipient (such as your salesrep)

• Choose a message template and/or edit thesubject and message body

• Choose 1-3 attachments by browsing the filesystem or the attachments library

The final step is to click “Send” and all documents are sent to the DocuFire Server for immediate process-ing. The queue can then be observed and managed directly through the DocuFire Server Client console.



Message Templates, Attachments & Override Destination


Override DestinationThis feature allows you to override the destination contact, fax number and emailaddress for all documents displayed on screen.

Overriding the destination has several useful applications such as:

• Sending Sales Reps copies of their customers’ invoices or accountstatements

• Sending invoice copies or statements to an A/R management company,collection agency or Head Office

• Any situation where the target recipient is someone other than the primary orsecondary BusinessVision contact.

This powerful feature allows you to create a catalogof shared message templates by document type,further automating your communications process.

For example with Account Statements, you can createseveral template messages including;

• Standard: Account Statement from ABC Electronics

• Overdue: Account is Overdue, payment required

• Credit Hold: Account is on Credit Hold, pleasecontact A/R

• Demand Letter: asking for immediate payment

General templates can also include;

• Holiday closing hours

• RMA instructions

• General Disclaimers, warranty, cancellation

The subject line and message body are convenientlyshared between both Fax Cover Pages and Emailmessages and can be easily selected in the Sendingoptions window (see Sending Options). Messagescan also be edited on-the-fly without saving it to thetemplate catalog.

TECH TIPBroadcast messages can use an HTML body.

Subject and Message Body Templates

Sending attachments with documentsUp to 3 attachments can be included with any fax or email job. Supported faxattachments presently include Word, Excel, PDF, RTF, TIF or text documents. Faxattachments are imaged on the DocuFire Server and appended to each docu-ment. Attachments can be selected one-off or from the “Attachments Library”.

Attachments LibraryThe Attachments Library is an archive of documentshortcuts available for all users on the DocuFireServer system.

An unlimited number of network documents canbe added to the attachments library.

• Price lists

• Product brochures and literature

• Credit applications and much more….


11Call Toll Free 1-866-977-1080

Fax Options, Printing and Tech Tips

Include Customized Fax Cover PagesDocuFire Server supports all the standard fax cover pages for the supported faxsystems. You can customize the fax cover pages for your Business or use thedefault. DocuFire Server automatically merges the address and contact info forboth Sender and Recipients. Sender and Recipient information is also included inthe header portion of each fax page, so in most cases cover pages are notnecessary and just waste paper.

Cover pages can be set per company and document type. For example, withStatements you usually don’t want a cover page and with Quotations youmight want to always use a cover page. Either can be overridden in the“Sending Options” screen.

Schedule faxes for delivery at a specific date and timeDon’t want to tie up your fax line during peak hours? DocuFire Server allows youto Schedule a future date and time for delivery, holding jobs in the fax outbox untilthey are ready to go!

Send faxes on off-peak hours to save on longdistance chargesSending long-distance faxes after hours can save your company even moremoney by taking advantage of discounted long distance rate periods, typicallyfrom 11PM to 8AM.

TECH TIP

DocuFire Server forms are built on the originals and are ideally suited for Fax distribution. They feature largerfonts and no grey-scale headings for easier reading and faster transmission time.

TECH TIPWhy Fax?• Think of faxing as remote printing, you can print a document right in your customer’s or supplier’s office.

• When a fax is sent there is a 99% chance is it already sitting in a tray saying “deal with me now!” Nobodyhas to open it or print it.

• Faxing is not prone to the same sorts of delivery problems that affect email systems, like spam filters, andgeneral email system failures which seem to be occurring more and more often.

• Email might not be checked for weeks as the specified recipient is out of the office, etc.

• How many times do you see an email that says “Your Invoice from XYZ” and it turns out to be the usualdubious garbage. Unfortunately, most people delete those messages without ever viewing them.

• Largely overlooked for the past decade, but present in almost every office around the world, the faxmachine is becoming the standard for business to business communication.

TECH TIPWhy Email?• Virtually no incremental costs associated with using email

• Messages get right to the person faster than a fax

• Recipients can archive an electronic copy for their records

System Requirements BusinessVision version 5.1 or later

DocuFire Server Server (Runs all the printing,imaging, fax and email):

• Microsoft Windows NT / 2000 / XP / 2003

• Adobe or Acrobat Reader version 5.1 or later

• Microsoft.net framework version 1.0 or later

• Symantec WinFax Pro version 10.03 or W2K,XP, or Win2003 Fax

• 256MB RAM recommended

• 500MB free disk space

DocuFire Server Client (User program that isinstalled on your workstations):

• Any Microsoft OS, Windows 98 or later

• Microsoft.net framework version 1.0 or later

• 128MB RAM recommended

• 50 MB free disk space

Document Printing OptionsDocuFire Server allows you the flexibility to use one form for Faxing and Emailing and a different form just for Printing. Even dot matrix printing is supported.

DocuFire Server Printing utilizes an existing BusinessVision user profile for all form names and printers. Supplementary forms are also supported.


Adapt to Change and Automate Essential Tasks


MK POWERTOOLS SQL FOR SAGE BUSINESSVISION 32

MK PowerTools SQL for BusinessVision is a collection of 18database management applications designed to help yourbusiness adapt to change and automate essential tasks.Change is inevitable, and businesses that can adapt stay competitive andprosper. MK PowerTools SQL puts the power of change into your hands,empowering you with the ability to customize your system and get itexactly how you need it.

MK PowerTools SQL is sold in several flexible packages. Choose whichsuite of tools is best suited for your budget and your business.

“MK PowerTools has saved my company and staff many hours of searching. We sell over 2500 differentitems and managing the inventory code and history informationwas a nightmare before having MK PowerTools. Now, as productschange or the need to update or change the code comes along it's a snap to deal with. MK PowerTools is a worthwhile investment for any size company that wants to keep their information cleanand organized.”

Idris Kanchwala, Controller, Calibre Marketing & Sales Inc / Kan Sales

MK PowerTools is used on a daily basis in our company.We have over 10,000 customers and their names are always changing.We continue to add new products and periodically have to changeand move inventory codes around so they are in the correct areas ofthe system. PowerTools allows us to migrate these codes and maintainall of their history, prices, purchases, etc. That is critical to our operation.

As we receive goods upon arrival to our building, it is importantthat the purchase order can be modified. With PowerTools, we canquickly un-issue the purchase order, correct it and re-issue it andreceive the goods correctly. Reverse Invoices is used by our invoicingdepartment. It is very quick and convenient and accurate as it createsan exact reversal of the original order.

Ken Walford, President, WR Display & Packaging

“MK PowerTools is used by several of our clientsand has drastically simplified the maintenance of inventory and customer data (recoding, eliminating duplicates, correcting invoices &purchase orders, etc.)"

Charles Pezzack, Kirby, Pezzack and Associates Inc. MK Software Business Partner,BusinessVision Business Partner / Consultant

“Because of our customized pricing structure, it was a nightmare to keep track of what we charged each customer.Last Price Wizard helped make this completely automatic. We nolonger have to go back to the hard copy of each sale. Our customercodes are designed with the salesperson ID, when we changedsales reps, we were stuck. Now when we need to realign our customers it is very easy to do. Inventory Code Purge has saved usseveral hours cleaning out dead stock inventory. Without this toolwe would have had to go one by one and remove everything. Wehave several warehouses with similar SKU's. Without WarehouseReplicator it would be a nightmare to maintain our inventory. Youcan say that MK PowerTools and DocuFire Server are an essentialpart of our business!”

Sam Poddar, President, Byrex Gems

Choose the package that’s right for your business

13Call Toll Free 1-866-977-1080

System Search & Inventory Purchase Master (All ) Replace Bundle Manager Individually

Inventory Code Change Yes Yes Yes Yes

Inventory Code Merge Yes Yes Yes Yes

Inventory Code Move Yes Yes

Inventory Code Purge Yes Yes

Warehouse Replicator Yes Yes

Product Code Manager Yes Yes

Last Price Wizard Yes Yes

Customer Code Change Yes Yes Yes

Customer Code Merge Yes Yes Yes

Customer Code Purge Yes

Territory Code Manager Yes

Supplier Code Change Yes Yes

Supplier Code Merge Yes Yes

General Ledger Account Code Change Yes Yes Yes

General Ledger Account Code Merge Yes Yes Yes

General Ledger Segment Change Yes Yes

Reverse Invoice Yes Yes Yes Yes

Un-issue Purchase Order Yes Yes Yes Yes

Product Matrix

Packaging LevelsMK PowerTools Programs

MK POWERTOOLS SQL FOR SAGE BUSINESSVISION 32

Save 25%MK PowerSuite Bundle: Get all 3 Great Programs

DocuFire Server & MK PowerTools & MK Database Doctor

Save 25%See Price List on page 41 for more details.

INVENTORY MANAGEMENT


Main Menu The main menu allows you to browse for an existingcode and manually enter a new code. The items areadded to the window at the lower portion of thescreen allowing you to build a batch list then runningthe conversion in a single step.

• The batch list is automatically saved allowing youto conveniently build your conversion list overtime and run it any time later.

• The warehouse selection field allows you to limitthe code change to an individual warehouse orperform the change globally across all warehouses.

• The handy product code selector helps you filteryour inventory selections by product code.

• The history tab keeps track of the codes that havesuccessfully converted. The interface also allowsyou to reverse them conveniently.

• Reorganize your Inventory Part codes for bettersorting, browsing and lookups

• Your supplier has changed their code, thereby forc-ing you to change yours

• Convert your Part Numbers from UPC codes to alogical part coding schema, while preserving yourUPC code lookup using the new BusinessVisionUPC Alternate field

• Switch to Manufacturer / Distributor codes foreasier purchasing and identification

• Improve reporting by sorting inventory in a logical order

• Remove spaces and dashes to eliminate unneces-sary complications

• Fix input errors and inconsistencies

• With the upcoming BusinessVision version 7 release,Inventory Code Change will be instrumental in help-ing you change any required codes from the 15 digitformat to the new 34 digit part number schema

PowerTools automatically adapts to yourBusinessVision system, including CustomPackWorkBook, Physical Inventory, UPC and Customer-Specific Pricing databases. Even tables like Active SalesOrders and Bill-of-Materials are handled automaticallyleaving no stone unturned!

PowerTools will convert all your history as if you hadbeen using that part number all along. This utility hashelped companies convert billions of databasereferences since 1998!

Import Inventory Code Change List The import wizard is useful if you have dozens oreven thousands of codes to change. The import wiz-ard reads any tab or comma delimited text file. All youneed is the old code and the new code to import yourcode change list within seconds.

In this example, we have removed all the dashes frompart numbers, saving keystrokes.

TECH TIPHow to create an inventorycode change import text file1. Export your current inventory list by selecting

File/Export/Standard/Inventory/ASCII delimitedfrom the BusinessVision Main Menu

2. Open the text file in Excel and copy the partnumber column into a new column. Make yourchanges in the new column

3. Make sure you save the Excel worksheet as a textfile (say Yes to the warnings Excel displays).

4. Open Inventory Code Change, select the Importbutton and follow the prompts. It's that easy!


Change any part number in BusinessVision and convert your entire system in a single easy step. Now you can have the coding system you have always wanted, while preserving 100% of your history and current information!


Advanced Options Advanced Options provides you with a variety of methods to cross-reference the old partnumber. Select the method(s) that works best for you business.

FAQQ: If I change the part number, can I tell what part number was on the original sale?

A: Yes, by setting the “Do not convert Invoice History Item Display Code” flag on the Advanced Options screen, reprinted invoices can be configured to print theoriginal part number. BusinessVision's history database includes a secondary part number reference that is used exclusively for storing the original part number.

Inventory Code ChangeProgress/Results This screen shows you the real-time processing viewalong with the number of modifications made to each database table. As you can see from the sampledatabase, each code change takes only a few sec-onds to complete. Results will vary depending ondatabase size.

FAQQ. What happens if we have a power or system fail-

ure while PowerTools is in the middle of chang-ing a code?

A. Nothing is modified. Changes are only written tothe database when the process is 100% completed(by part number). PowerTools uses a state-of-the-art SQL process that implements automatic roll-back, guaranteeing data integrity.

15Call Toll Free 1-866-977-1080

Inventory Code Change can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Inventory ManagerMK PowerTools, Search and Replace BundleMK PowerTools, Inventory Code Change and Merge


Inventory Code Merge


Inventory Code Merge allows you to combine any two existing part numbers inBusinessVision and convert your entire system in a single easy step.

• A duplicate item is entered by error under a differ-ent code and has transactions recorded against it.

• Your Vendor makes a minor modification to anitem, or a new model year and now references itunder a new part number. With some historyunder the old code and some under the newcode, you may find it difficult to determine youryear over year purchasing requirements. WithInventory Code Merge you can roll forward thehistory from the old SKU into the new oneand still be able to identify the item on theoriginal sale.

• You sell similar items and you realize they can becombined into one SKU for simplification.

• You did not know about Inventory Code change, soyou added the new codes to your system and keptthe old codes for history. (Note: If you deleted theold codes, they can still be recovered by re-creatingthe original item code, then running the merge)

Inventory Code Merge not only converts all your his-tory, but uses special calculations and steps requiredto combine two items into a single SKU. For example;

• All the information for the target item is retained

• Any information in the source item that isn't in thetarget is pushed forward, including WorkBook data

• Notes are always appended

• Inventory on-hand, on-order, on-hold and back-order quantities are summed up

• Monthly unit sales are summed

• Average cost is recalculated

• Not having the source or target in all warehousesis handled

• Items that are part of BOM top-level and sub-assemblies are handled

Main Menu The main menu allows you to browse for both anexisting source and a target code building yourconversion list on-the-fly. The items are added tothe window at the lower portion of the screenallowing you to build a batch list then running theconversion in a single step.

• The batch list is automatically saved allowingyou to conveniently build your conversion listover time and run it any time later.

• The handy product code selector helps you filteryour inventory selections.


17Call Toll Free 1-866-977-1080

Advanced Options Advanced Options provides you with a variety ofmethods to cross-reference the old part number.Select the method(s) that works best for yourbusiness.

FAQQ: If I merge part numbers, can I tell what part

number was on the original sale?

A: Yes, by setting the “Do not convert InvoiceHistory Item Display Code” flag on the AdvancedOptions screen, reprinted invoices can beconfigured to print the original part number.BusinessVision's history database includes asecondary part number reference that is usedexclusively for storing the original part number.

Inventory Code MergeProgress/ResultsThis screen shows you the real-time processing viewalong with the number of modifications made to eachdatabase table. As you can see from the sample data-base, each code merge takes only a few secondsto complete. Results will vary depending on databasesize.

FAQQ. What happens if we have a power or system

failure while PowerTools is in the middle ofmerging a code?

A. Nothing is modified. Changes are only writtento the database when the process is 100%complete (by part number). PowerTools uses astate-of-the-art SQL process that implementsautomatic roll-back, guaranteeing data integrity.

Inventory Code Merge can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Inventory ManagerMK PowerTools, Search and Replace BundleMK PowerTools, Inventory Code Change and Merge


Inventory Code Move


Inventory Code Move allows you to move an item from one warehouse to any other inBusinessVision and convert your entire system in a single easy step.

Inventory Code Move allows you complete freedom tomove inventory around and organize your business data.

• Create physical or logical warehouses to segmentvarious types of inventory

❏ Raw Materials warehouse

❏ Bill-of-Materials warehouse or finished prod-ucts warehouse

❏ Service SKU warehouse

❏ RMA Warehouse

❏ Damaged Goods clearance warehouse, and much more..

• Change your warehouse codes. All items can be moved from one warehouse to another new warehouse!

• Move obsolete or non-current items from youractive warehouse to a non-active warehouse

• Move items from several warehouses back intoone central warehouse

Main MenuThe main menu allows you to browse for anexisting code, select your target warehouse andadd it to the batch list. Once the batch list iscompleted, you can run the conversion in a singlestep.

• Multiple items can be selected and added usingthe ctrl and shift keys.


• The warehouse filter allows you to limit theselections to an individual warehouse or youcan view items across all warehouses.

• The handy product code selector helps you filteryour inventory selections.

Inventory Code MoveProgress/Results This screen shows you the real-time processing viewalong with the number of modifications made to eachdatabase table. As you can see from the sample database,each code move takes only a few seconds to com-plete. Results will vary depending on database size.


failure while PowerTools is in the middle ofmoving a code?

A. Nothing is modified. Changes are only writtento the database when the process is 100% com-plete (by part number). PowerTools uses astate-of-the-art SQL process that implementsautomatic roll-back, guaranteeing data integrity.

Inventory Code Move can be purchased as part of;MK PowerTools, System Master or MK PowerTools, Inventory Manager


Inventory Code Purge

19Call Toll Free 1-866-977-1080

Inventory Code Purge allows you to purge obsolete part numbers from your inventory andBOM database. Using a powerful active inventory analysis process, the tool makes shortwork of identifying dead stock and helps clear your system of those items.

Inventory Code Purge Filters The wizard offers powerful analysis tools allowing you to quickly and accuratelycreate a worksheet showing non-active items. Each filter can be turned on or off.

• Sales activity filter: items with sales recorded in the specified number ofmonths are excluded.

• Purchase activity filter: items with purchases recorded in the specifiednumber of months are excluded.

• Inventory receipts activity filter: items with receipts recorded in the specifiednumber of months are excluded.

• Quantity filters: allows you to include or exclude items with on-hand quantities.

• Item range: specify a from and to part number range.

Inventory Code Purge WorksheetThis worksheet allows you to review the items thatmet your selection criteria in the wizard. A list ofInventory items is displayed allowing you tofurther select or deselect items to be removed.

TECH TIPDeleted inventory items are automatically saved toan inactive inventory database called invback.btrand can be retrieved or recovered at any time.

Inventory Code Purge can bepurchased as part of;MK PowerTools, System MasterMK PowerTools, InventoryManager


Warehouse Replicator


Warehouse Replicator allows you to quickly replicate the inventory master from onewarehouse to many warehouses at the touch of a button.

Getting Started | Step 1The Warehouse Replicator main menu allows you to set the type of replication.Here you can choose from the following:

1. Internal: From BusinessVision to BusinessVision (within your currentcompany)

2. Export: From BusinessVision to a BusinessVision formatted database file(Btrieve)

3. Import: From a BusinessVision formatted Btrieve file to your currentBusinessVision company

The import option is an excellent tool to import new inventory records andpricing updates into your live system.

Select the Source Warehouse | Step 2Select the warehouse you want to replicate inventory records from. All warehouseswithin the source database are displayed.

Select which items to replicate | Step 3Here you select the part numbers you wish to repli-cate. The handy product code filter allows you to limitthe display by any segment of the product code.

A must-have for any company running multiple ware-houses, Warehouse Replicator allows you to manageall warehouses as easily as managing one.

In addition to the inventory master database,Warehouse Replicator also supports the InventoryWorkBook and UPC databases, delivering a completesolution.

• Save countless hours propagating inventoryacross multiple warehouses.

• Keep all of your information accurate and consis-tent including descriptions, pricing, product codes,sales departments, etc.

• Eliminate mistakes since data is only keyed in once.

• Useful for adding new part numbers and propa-gating them to other warehouse locations.

• Handle price changes across all warehouses.

• With export replication, a branch office inventorymaster can be created in seconds.

• Import replication is a safe and effective method forimporting inventory information into your live system.

Warehouse Replicator gives you precise control overthe entire process, saving you countless hours andmaking your information consistent and accurate.


21Call Toll Free 1-866-977-1080

Select the Target / DestinationWarehouse(s) | Step 4Select the target warehouse(s). You can also add anew warehouse on the fly at this time.

Select what Fields to replicate | Step 5The field chooser gives you complete control over what to replicate/import/export on a field by field basis. Thecategories view displays the fields in logical groupings. Transactional fields are not displayed and are neveraltered, thereby guaranteeing the integrity of your data. CustomPack Workbook and UPC Alternate databasescan also be replicated.

Select Add and/or Update method | Step 6You control how updates are performed in the target warehouse(s). The Set Replication Options screen allowsyou to determine how new and existing records are handled in the replication process. You can choose to:

• Add new items and update existing items

• Only add new items without modifying items that already exist in the target

• Update existing items only without adding any new items

Progress / ResultsThe Replication Progress screen shows you real-time processing and results.

TECH TIPHow to import inventory records safely intoyour BusinessVision systemWarehouse Replicator uses a two-step process to safely import inventory intoyour system. First, import your data into a dummy company, verify the data iscorrect, then use Warehouse Replicator to move the data into your live system.

As you can imagine, importing inventory directly into your live database isextremely dangerous. The slightest error can cause any number of problems,even unrecoverable loss of data. This method allows you to “rehearse” theimport without negatively affecting your live data. Warehouse Replicatorincludes all the necessary controls to ensure that crucial transactional informa-tion is not overwritten.

1. Create a new BusinessVision company database and import your data direct-ly into this empty database using either BusinessVision’s import function orother third party import tool.

2. Review your information for accuracy. Once you are satisfied with the results,use Warehouse Replicator to perform an import replication into your live system.

Warehouse Replicator can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Inventory Manager


Product Code Manager


The Product Code Manager allows you to validate, add, assign and reorganize your entireproduct code database for better reporting and general classification.

Product Code BuilderProduct Code Builder scans your inventory for all codes that do not have anentry in the BusinessVision Product Code database. Both defined and unde-fined codes are displayed, along with the number of items assigned to therespective code. You can add, modify or delete product codes and descrip-tions directly from this interface.

In this example, 6 items are assigned to product code AMP and AMP is notdefined in the product code database. We are using the interface to add AMPto the database.

You can also see on the right side of the screen that codes such as CMP aredefined but do not have any items assigned to them and can therefore bedeleted.

This tool ensures relational integrity between the Inventory and Product Codedatabases.

Did you know that the product code isactually three distinct data fields andnot one three-digit code? For example,you can use the first character to iden-tify the supplier (i.e. A for Agfa, T forTamron, M for Manfrotto, etc), the sec-ond character to identify the type ofproduct (i.e. T for tripods, L for lenses,A for accessories, etc) and the third forproduct class (i.e. S for service, F forfinished products, M for manufactured,R for raw materials, P for parts, etc).

Reporting on these useful categoriescan be achieved by using wildcards (???)in the product code filter in any BVreports module. For example, if youwant to produce a report on yourTamron sales, enter T?? in the productcode filter; to run a purchasing require-ments report for raw materials, simplyenter ??R. It's that easy!

TECH TIPUsing Wildcards in BusinessVision Reports

Assign Product CodesAssign Product Codes allows you to make bulk Product Code assignments toInventory items. The tool displays a list of Inventory items with their respectivecodes and allows you to make changes to those codes quickly and easily.

• Handy product code filters enable you to limit items displayed on screen.

• The tool features the ability to segment and update each of the 3 characterpositions independently.

• Changes are made globally across all warehouses.

• This tool is useful for general maintenance or can be used to reclassify orreorganize your entire product code structure in minutes.

Product Code Manager can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Inventory Manager


Last Price Wizard

23Call Toll Free 1-866-977-1080

The Last Price Wizard automatically updates your BusinessVision Customer Specific Pricingdatabase with the last price a customer paid for an item

The Last Price Wizard is ideal for companies that havevariable pricing and always want to use the last price acustomer paid for an item in order entry.

This tool saves you from constantly having to go backand forth to sales history to see what you charged yourcustomer last time. After all, keeping your pricing consis-

tent is key to ensuring customer satisfaction and loyalty!

• Great for initializing your customer specific pricingdatabase vs manually keying in values

• Can be used to indicate if a customer is re-orderingor purchasing an item for the first time, valuablebusiness intelligence!

The Last Price Wizard is easy to use and takes onlyseconds to run. The Wizard remembers all your pref-erences and resets the starting invoice number auto-matically to where you finished last time.

Set Start Search Parameters | Step 1Specify the point at which to start scanning sales his-tory: by date or invoice number. Last Price Wizard willscan every single line item on every invoice.

Select Overwrite Protection | Step 2This screen allows you to have the system promptyou if an existing customer-specific price would beoverwritten by a different value.

Detect Unique Prices | Step 3Selecting these options will have the system ignorestandard pricing. If the customer's last invoiced priceis the same as the default price and/or the customerselling price level (01-20) price, the item will beskipped. Only unique prices will be captured.

Confirm Price Replace | Step 4This interface shows Customer Specific Pricing Wizardin action, prompting you to overwrite an existing cus-tomer-specific price. Selecting the Replace AllAutomatically option will complete the entire processwithout further prompts.

Last Price Wizard Summary | Step 5This screen reports the number of new and updatedcustomer-specific prices along with the number ofitems skipped.

Last Price Wizard can bepurchased as part of;MK PowerTools, System MasterMK PowerTools, InventoryManager

TECH TIPAdding every single item to customer-specific pricingis an effective way of indicating in order entry that thiscustomer has or has not bought this product beforeand what they paid for it.



Customer Code Change

Change any customer code in BusinessVision and convert your entire system in a singleeasy step. Now you can have the coding system you have always wanted, while preserving100% of your history and current information!

Main MenuThe main menu allows you to browse for an exist-ing code and manually enter a new code on the fly.The customers are added to the window at thelower portion of the screen allowing you to build abatch list then run the conversion in a single step.


• The history tab keeps track of the codes thathave successfully converted, the interface alsoallows you to conveniently reverse them.

The example shows a batch list of code changesimported into the system.

• Your customer has changed their company nameand you are using alphanumeric customer codes

• Reorganize your customer codes for better sorting,browsing and lookups

• Improve reporting by sorting customers in alogical order

• Remove spaces, dashes and invalid characters toeliminate unnecessary complications


• With the upcoming BusinessVision version 7release, Customer Code Change will be instru-mental in helping you change any required codesfrom the 6 digit format to the new 20 digit cus-tomer code schema. PowerTools will also offer ahandy wizard to convert your customer codes totelephone numbers

PowerTools automatically adapts to your BusinessVisionsystem, including CustomPack WorkBook andCustomer-Specific Pricing databases. Even tables like

Active Sales Orders and Accounts Receivable are automatically handled leaving no stone unturned!

PowerTools will convert all your history as if you hadbeen using that customer code all along. This utilityhas helped companies convert billions of databasereferences since 1998!

25Call Toll Free 1-866-977-1080


Customer Code ChangeProgress/ResultsThis screen shows you the real-time processing viewalong with the number of modifications made toeach database table. As you can see from the sampledatabase, each code change takes only a fewseconds to complete. Results will vary depending ondatabase size.


failure while PowerTools is in the middle ofchanging a code?

A. Nothing is modified. Changes are only writtento the database when the process is 100%complete (by customer). PowerTools uses astate-of-the-art SQL process that implementsautomatic roll-back, guaranteeing data integrity.

Customer Code Change can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Search and Replace BundleMK PowerTools, Customer Code Change and Merge

Importing Customer Code Change ListThe import wizard is useful if you have dozens or even thousands of codes tochange. The import wizard reads any tab or comma delimited text file. All you needis the old code and the new code and you can import your code change listwithin seconds.

TECH TIPHow to create a Customer code change importtext file1. Export your current Customer list by selecting

File/Export/Standard/Customer/ASCII delimited from the BusinessVisionMain Menu

2. Open the text file in Excel and copy the customer code column into a newcolumn. Make your changes in the new column

3. Make sure you save the Excel worksheet as a text file (say Yes to the warn-ings Excel displays)

4. Open Customer Code Change, select the Import button and follow theprompts. It's that easy!



Customer Code Merge

Customer Code Merge allows you to combine any two existing customers in BusinessVisionand convert your entire system in a single easy step.

• A duplicate customer is entered by error under adifferent code and has transactions recordedagainst it.

• Two customers merge their businesses

• You did not know about Customer Code change,so you added the new codes to your system andkept the old codes for history. Now you canmigrate them. (Note: If you deleted the old codes,

they can still be recovered by re-creating theoriginal customer code, then running the merge)

Customer Code Merge not only converts all yourhistory, but uses special calculations and stepsrequired to combine two customers into one.For example;

• All the information for the target customer isretained

• Any information in the source customer that isn'tin the target is pushed forward, includingWorkBook data


• Sales YTD and last year and gross profit YTD andlast year are summed

• The most recent last invoice information is used

Main MenuThe main menu allows you to browse for both anexisting source and target customer and build yourconversion list on the fly. The customers are addedto the window at the lower portion of the screenallowing you to build a batch list then run the con-version in a single step.


Customer Code Merge Progress/ResultsThis screen shows you the real-time processing view along with the number ofmodifications made to each database table. As you can see from the sample data-base, each code merge takes only a few seconds to complete. Results will varydepending on database size.

FAQQ. What happens if we have a power or system failure while PowerTools is in

the middle of merging a code?A. Nothing is modified. Changes are only written to the database when the

process is 100% complete (by customer). PowerTools uses a state-of-the-artSQL process that implements automatic roll-back, guaranteeing data integrity.

Customer Code Merge can be purchased as part of;MK PowerTools, System Master,

MK PowerTools, Search and Replace Bundle

MK PowerTools, Customer Code Change and Merge

27Call Toll Free 1-866-977-1080


Customer Code Purge

Customer Code Purge allows you to purge obsolete customers from your system. Using apowerful active customer analysis process, the tool makes short work of identifying inactivecustomers and helps clean up your system.

Customer Code Purge WizardThe wizard offers powerful analysis tools allowing you to quickly andaccurately create a worksheet showing non-active customers. Each filter can beturned on or off.

• Sales activity filter: customers with sales recorded in the specified numberof months are excluded

• Accounts receivable activity filter: customers with A/R activity in thespecified number of months are excluded

Customer Code Purge WorksheetThis worksheet allows you to review the customersthat met your selection criteria in the wizard. A list ofcustomers is displayed allowing you to further selector deselect customers to be removed.

Customers with active A/R and sales orders areautomatically restricted from deletion. They arecolored red for easy identification and can befiltered out of the view by checking the “Hide ActiveCustomers” option in the header. Customers that canbe deleted but fall within the activity date filter areidentified in green and can also be filtered out of theview using the “Hide Active Customers” option.

TECH TIPDeleted customers are automatically saved to aninactive customer database called custback.btr andcan be retrieved or recovered at any time.

Customer Code Purge can bepurchased as part of;MK PowerTools, System Master


The Territory Code Manager allows you to validate, add, assign and reorganize your entireterritory code database for better reporting and general classification.

Territory Code BuilderTerritory Code Builder scans your customer database for all Territory Codes thatdo not have an entry in the BusinessVision Territory Code database.Both defined and undefined codes are displayed, along with the number ofoccurrences of each.

You can then add those new codes to the Territory Code database, modifyexisting codes or delete codes.

This tool ensures relational integrity between the Customer and TerritoryCode databases.

Assign Territory CodesAssign Territory Codes allows you to make bulkTerritory Code assignments to customers.

The tool displays a list of customer codes andallows you to make changes to those codes quicklyand easily.

There are three ways to filter your customerdatabase:

• Territory code filter

• Postal Code or zip code filter

• Telephone Area Code filter

The tool features the ability to segment and updateeach of the 3 character positions independently.

This tool is useful for general maintenance or canbe used to reclassify or reorganize your entireterritory code structure in minutes.

Did you know that the territory code is actually threedistinct data fields and not one three-digit code? Forexample, you can use the first character to identifythe sales rep (1-9, A-Z gives you up to 34 sales reps),the second position to identify customer type (C =chain store, O = OEM, R= Retail, etc) and the thirdposition could be used classify customers in order ofimportance (A, B, C).

Reporting on these useful categories can be achievedby using wildcards (???) in the territory code filter inany BV reports module. For example, if you want toproduce a report on your chain store sales, enter ?C?in the territory code filter in the BV reporting inter-face; to run a report for sales rep number 2, simplyenter 2??. It's that easy!

TECH TIPUsing Wildcards in BusinessVision Reports


Territory Code Manager

Territory Code Manager canbe purchased as part of;MK PowerTools, System Master

29Call Toll Free 1-866-977-1080

VENDOR MAINTENANCE

Supplier Code Change

Main Menu The main menu allows you to browse for anexisting code and manually enter a new code onthe fly. The suppliers are added to the window atthe lower portion of the screen allowing you tobuild a batch list then run the conversion in asingle step.


• The history tab keeps track of the codes thathave successfully converted. The interface alsoallows you to conveniently reverse them.

• Your supplier has changed their company nameand you are using alphanumeric supplier codes

• Reorganize your supplier codes for better sorting,browsing and lookups

• Improve reporting by sorting suppliers in a logical order

• Remove spaces, dashes and invalid characters toeliminate unnecessary complications


• With the upcoming BusinessVision version 7release, Supplier Code Change will be instrumentalin helping you change any required codes from the6 digit format to the new 20 digit vendor code schema

PowerTools automatically adapts to yourBusinessVision system, including CustomPack

WorkBook. Even tables like Active Purchase Ordersand Accounts Payable are automatically handled leaving no stone unturned!

PowerTools will convert all your history as if you hadbeen using that supplier code all along. This utility hashelped companies convert billions of database refer-ences since 1998!

Change any supplier code in BusinessVision and convert your entire system in a single easystep. Now you can have the coding system you have always wanted, while preserving100% of your history and current information!

Supplier Code Change Progress/ResultsThis screen shows you the real-time processing view along with the number ofmodifications made to each database table. As you can see from the sample data-base, each code change takes only a few seconds to complete. Results will varydepending on database size.


the middle of changing a code?A. Nothing is modified. Changes are only written to the database when the process

is 100% complete (by supplier). PowerTools uses a state-of-the-art SQL processthat implements automatic roll-back, guaranteeing data integrity.

Supplier Code Change can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Search and Replace Bundle


VENDOR MAINTENANCE

Supplier Code Merge

Supplier Code Merge allows you to combine any two existing suppliers in BusinessVisionand convert your entire system in a single easy step.

• A duplicate supplier is entered by error under adifferent code and has transactions recordedagainst it.

• Two vendors merge their businesses

• You did not know about Supplier Code change, soyou added the new codes to your system andkept the old codes for history. Now you can

migrate them. (Note: If you deleted the old codes,they can still be recovered by re-creating the origi-nal Supplier code, then running the merge)

Supplier Code Merge not only converts all your history,but uses special calculations and steps required to com-bine two suppliers into one. For example;

• All the information for the target supplier is retained

• Any information in the source supplier that isn't in thetarget is pushed forward, including WorkBook data


• Purchases YTD and last year are summed

• The most recent last payment and current POnumber information are used

Main MenuThe main menu allows you to browse for both anexisting source and target supplier and build yourconversion list on the fly. The suppliers are addedto the window at the lower portion of the screenallowing you to build a batch list then run theconversion in a single step.


Supplier Code Merge Progress/ResultsThis screen shows you the real-time processing view along with the number ofmodifications made to each database table. As you can see from the sample data-base, each code merge takes only a few seconds to complete. Results will varydepending on database size.



process is 100% complete (by supplier). PowerTools uses a state-of-the-artSQL process that implements automatic roll-back, guaranteeing data integrity.

Supplier Code Merge can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Search and Replace Bundle

31Call Toll Free 1-866-977-1080


General Ledger Account Code Change

Change any General Ledger code in BusinessVision and convert your entire system in asingle easy step. Now you can have the chart of accounts you have always wanted, whilepreserving 100% of your history and current information!

• Improve financial reporting by sorting GeneralLedger codes in a logical order

• Reorganize your General Ledger codes for bettersorting, browsing and lookups


• Make space for new accounts

General Ledger Account Code Change automaticallyadapts to the three (3) different types of GeneralLedger structures implemented by BusinessVisionover the years, including the latest divisional and seg-mented General Ledgers.

PowerTools also automatically adapts to other aspectsof your BusinessVision system, including CustomPackWorkBook, segments, divisions and multiple currencies.

Even tables like recurring journal entries, GL alloca-tions and all the control accounts are automaticallyhandled leaving no stone unturned!

PowerTools will convert all your history as if you hadbeen using that chart of accounts all along. This utilityhas helped companies convert billions of databasereferences since 1998!

Main MenuThe main menu allows you to browse for anexisting account number and manually enter a newaccount number on the fly. The items are added tothe window at the lower portion of the screenallowing you to build a batch list then run theconversion in a single step.


• The history tab keeps track of the codes thathave successfully converted. The interface alsoallows you to conveniently reverse them.



General Ledger Account Code Change (cont.)

General Ledger Account CodeChange Progress/ResultsThis screen shows you the real-time processing viewalong with the number of modifications made toeach database table. As you can see from the sampledatabase, each code change takes only a fewseconds to complete. Results will vary depending ondatabase size.

FAQQ.What happens if we have a power or system

failure while PowerTools is in the middle ofchanging a code?

A. Nothing is modified. Changes are only writtento the database when the process is 100%complete (by account). PowerTools uses astate-of-the-art SQL process that implementsautomatic roll-back, guaranteeing data integrity.

General Ledger Account Code Change can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Search and Replace BundleMK PowerTools, General Ledger Account Code Change and Merge

Importing GL Account Code Change ListThe import wizard is useful if you have dozens or even thousands of accounts tochange. The import wizard reads any tab or comma delimited text file. All youneed is the old account number and the new account number and you can importyour code change list within seconds.

TECH TIPHow to create a General Ledger code changeimport text file1. Export your current General Ledger list by selecting

File/Export/Standard/Chart of Accounts/ASCII delimited from theBusinessVision Main Menu

2. Open the text file in Excel and copy the General Ledger code column into anew column. Make your changes in the new column

3. Make sure you save the Excel worksheet as a text file (say Yes to thewarnings Excel displays)

4. Open General Ledger Account Code Change, select the Import button andfollow the prompts. It's that easy!

33Call Toll Free 1-866-977-1080


General Ledger Account Code Merge

General Ledger Account Code Merge allows you to combine any two existing GeneralLedger accounts in BusinessVision and convert your entire system in a single easy step.

Main MenuThe main menu allows you to browse for both anexisting source and target General Ledger accountand build your conversion list on the fly. TheGeneral Ledger accounts are added to the windowat the lower portion of the screen allowing you tobuild a batch list then run the conversion in asingle step.


• Consolidate financial information

• Simplify financial reporting

• Delete an account by merging the empty accountinto an active account

• You did not know about General Ledger AccountCode change, so you added new accounts to yoursystem and kept the old accounts for history. Nowyou can migrate them

General Ledger Account Code Merge automaticallyadapts to the three (3) different types of GeneralLedger structures implemented over the years, includ-ing the latest divisional and segmented GeneralLedgers, WorkBook and multiple currency manager.

General Ledger Account Code Merge not only con-verts all your history, but uses special calculations andsteps required to combine two General Ledgeraccounts into one. For example;

• All the information for the target General Ledger

profile is retained

• Any information in the source General Ledgerprofile that isn't in the target is pushed forward,including WorkBook data


• Journal entry transactions that include both thesource and target accounts are re-sequenced

• General Ledger accounting rules are enforced, pro-hibiting users from merging dissimilar account types

General Ledger Account Code Merge Progress/ResultsThis screen shows you the real-time processing view along with the number ofmodifications made to each database table. As you can see from the sample data-base, each code merge takes only a few seconds to complete. Results will varydepending on database size.



process is 100% complete (by account). PowerTools uses a state-of-the-art SQLprocess that implements automatic roll-back, guaranteeing data integrity.

General Ledger Account Code Merge can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Search and Replace BundleMK PowerTools, General Ledger Account Code Change and Merge



General Ledger Segment Change

General Ledger Segment Change gives you unlimited flexibility to reinvent your entire chartof accounts structure and convert your entire system in a single easy step!

General Ledger Segment Set-upSimply input your desired chart of accounts structure.

Any structure can be achieved at this point.

• Choose 1-4 segments

• Choose from numeric, alphanumeric or alpha

Moving to an Expanded andSegmented GL Account StructureThis example shows you a migration from a singlesegment account structure to a three-tiered accountstructure. We have not added any of the additionaldepartments yet, as the purpose of this step is tomigrate the base values.

The Save Worksheet conveniently saves your settingsallowing you to make your edits over time and thenrun the conversion once you are finished.

• Shrink or expand your GL account codes

• Reduce or add to the number of segments

• Change segment sequence

PowerTools will convert your system as if you hadbeen using that chart of accounts all along. Absolutelyevery aspect of your system is accounted for, leavingno stone unturned.

35Call Toll Free 1-866-977-1080


General Ledger Segment Change Progress/ResultsThis screen shows you the real-time processing view along with the number ofmodifications made to each database table. As you can see from the sample data-base, each account code change takes only a few seconds to complete. Results willvary depending on database size.

Now you can create a financial reporting structure that works for your business!

General Ledger Segment Change can bepurchased as part of;MK PowerTools, System MasterMK PowerTools, Search and Replace Bundle

Shrinking your GL AccountsThis example shows you a migration from a singlesegment 5-digit account structure to a 3-digitaccount structure. Can you imagine the number ofkeystrokes you will save in a year?

The Save Worksheet conveniently saves your set-tings allowing you to make your edits over time andthen run the conversion once you are finished.

ORDER MANAGEMENT


Reverse Invoice

Automates the reversal of Invoices that have been committed to the system.

Whether you have made a simple mistake or yourcustomer has changed their order, Reverse Invoice

helps you undo that Invoice quickly and easily.Reverse Invoice does this by generating an exact

reversal of the original order to the order entry data-base.

FAQQ: How do I re-queue the original order for

processing?A: The original order can be easily recreated by

performing a reversal against the creditedinvoice!

Reverse Invoice can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Inventory ManagerMK PowerTools, Search and Replace BundleMK PowerTools, BV Undo

Main MenuThe Reverse Invoice main menu offers a number ofmethods to look up your Invoice.

• Invoice Number

• Customer Code

• Date Range (shows all invoices)

By default, all of today’s invoices are automaticallyloaded into view when you open the program,making it easy to look up.

Once the negative order is created, simply invoiceit in BusinessVision and you are done. This methodcreates a true reversal of the invoice and ensuresthat all BusinessVision modules are creditedaccordingly.

• Providing it is not being used on a back-order, theoriginal order number is automatically reclaimedand reused, handy if you have issued your cus-tomer an order number for tracking

• Serial Numbers from the original sale are re-assigned to the reversing order

• Order Entry WorkBook Records are re-populated

• If a customer is created in POS, BusinessVisionautomatically assigns it to credit hold. Reverse

Invoice automatically removes the hold flag forthose customers so that POS users can processcredits without being given rights to edit customerinformation.

• MK PowerTools Reverse Invoice was the originalinvoice reversal program and strictly conforms toall the rules of BusinessVision like serial numbersand WorkBook data. Don’t settle for cheapimitations.

Check out these powerful features:

37Call Toll Free 1-866-977-1080

Main MenuThe Un-issue Purchase Order Main Menu showsall the PO’s that have been issued in your system.You can click on any column headings to sort,allowing you to find what you are looking forquickly.

Highlight the Purchase Order, click the Un-issuebutton and you’re done.

PURCHASING

Un-issue Purchase Order

Un-issue any Purchase Order in BusinessVision.

Un-issue Purchase Order moves the PO from"Issued" or “Received” status back to "Okay" status.This allows you to make any edits to the PO inBusinessVision and then simply Re-issue and Re-print it.

• All inventory on-order quantities are automaticallyreversed

• Adds a comment line indicating the PurchaseOrder has been re-issued

FAQ: Q:What if we have already received inventory against a purchase order?A:No problem. PowerTools will allow you to un-issue any purchase order that has not been closed.

Information pertaining to receipts and accruals is retained throughout the un-issue and re-issue process.

Business made easy!

Un-issue Purchase Order can be purchased as part of;MK PowerTools, System MasterMK PowerTools, Inventory ManagerMK PowerTools, Search and Replace BundleMK PowerTools, BV Undo

MK DATABASE DOCTOR


TECH TIPSchedule data load overnightDatabase Doctor can be set up to schedule a nightly load. Simply open The SystemAnalyzer console in the morning for a full report on your system’s health.

MK DATABASE DOCTOR FOR SAGE BUSINESSVISION 32

Full Check-Up on your BusinessVision Accounting Data

MK Database Doctor does a full checkup on your BusinessVision accounting data, identifyinginconsistencies and missing information in your financials, helping you avoid potential lossand/or get your system back into balance.

The largest, most sophisticated database systems inthe world lose information every day. This factor isunavoidable. Every reliable database system musthave powerful validation tools to diagnose and recov-er information. Database Doctor provides that big-league functionality for BusinessVision databases.

Even with the best servers and hardware money canbuy, entire transactions worth thousands, evenhundreds of thousands of dollars could be missingfrom your system at this very moment and never bedetected. Can your business afford such a loss?

Using Database Doctor is just like seeing your doctor,you go if you have a problem or for an annual check-up. We all know that going for regular checkups is awise move!

How it works:Database Doctor checks balances and verifies transactional relationshipsbetween the General Ledger, AR & AP Sub ledgers, and Invoice history. If thesecomplex calculations were performed directly against your accounting database,the process would take several hours or possibly days to complete.

MK Database Doctor solves this problem by loading your BusinessVision data-

base into our own database format that is optimized for performing the com-plex analysis. The database load can be run ad-hoc or scheduled for nightly pro-cessing.

Once the data is loaded, starting the Database Doctor Systems Analyzer displaysthe following form allowing you to perform your tests.

Select validation operationsThe validation operations are organized into 4 main categories.

• General Ledger

• Accounts Receivable

• Accounts Payable

• Invoice History

Regular Check-upsDoing a standard tape backup of a corrupted database cost a company 5 daysof lost GL transactions before the database finally crashed BusinessVision.System Analyzer is ideal for early detection and correction of database problemsbefore problems get compounded. We recommend that you run DatabaseDoctor every day.

Information RecoverySystem Analyzer is an essential tool for the accurate and expedient recovery ofyour accounting system in the event of a failure. System Analyzer will show youa top level view of where the system is out of balance, what periods are out, allthe way to down to the transaction level details.

Whether recovering from a system failure or runninga daily check-up, Database Doctor delivers peace-of-mind.

39Call Toll Free 1-866-977-1080

MK DATABASE DOCTOR FOR SAGE BUSINESSVISION 32

System Explorer & Transaction Details

Transaction details viewerThe transactions details viewer shows you everything you need to know in oneplace allowing you to quickly assess the problem.

• The General Ledger Journal Entry / Transaction

• The Sub ledger entry (A/R or A/P)

• The Sales invoice, header and detail

As you can see by the following example, the G/L Transaction is missing from therelationship.

TECH TIPUpload data to Microsoft SQL ServerDatabase Doctor also supports Microsoft SQL Server databases and can be usedto upload data from BusinessVision into MS SQL Server for more powerful analy-sis and reporting.

System ExplorerThis powerful and intuitive console allows you to easily navigate problems areas across your entire system.As you can see, problem areas are highlighted in REDand with an X. All your information is presented to

you by your own fiscal periods, divisions, currencies,etc.

Each section gives you the ability to drill down to theperiod showing all errors for that period, then right

down to the transaction that is causing the error(s).

Results can be viewed on screen or easily printedshowing all the transaction errors pertaining to a spe-cific module.

MK SOFTWARE PRICE LIST


Small Business Edition Price

1101-1311-000 System Master - (Complete Suite of all programs) $995.001101-2311-000 Inventory Manager - (All Inventory programs) $695.001101-4311-000 Search & Replace Bundle - (All Code Change programs) $745.001101-4321-000 Inventory Code Change and Merge $395.001101-4331-000 Customer Code Change and Merge $395.001101-4351-000 General Ledger Account Code Change and Merge $395.001101-7311-000 BV Undo - Invoice and PO Reversal bundle $395.00Business Edition

1101-1312-000 System Master - (Complete Suite of all programs) $1,695.001101-2312-000 Inventory Manager - (All Inventory programs) $1,095.001101-4312-000 Search & Replace Bundle - (All Code Change programs) $1,145.001101-4322-000 Inventory Code Change and Merge $595.001101-4332-000 Customer Code Change and Merge $595.001101-4352-000 General Ledger Account Code Change and Merge $595.001101-7312-000 BV Undo - Invoice and PO Reversal bundle $595.00Corporate Edition

1101-1313-000 System Master - (Complete Suite of all programs) $2,995.001101-2313-000 Inventory Manager - (All Inventory programs) $1,795.001101-4313-000 Search & Replace Bundle - (All Code Change programs) $1,945.001101-4323-000 Inventory Code Change and Merge $995.001101-4333-000 Customer Code Change and Merge $995.001101-4353-000 General Ledger Account Code Change and Merge $995.001101-7313-000 BV Undo - Invoice and PO Reversal bundle $995.001101-1313-608 MK PowerTools Corporate Edition 3 Company Add-on $595.001101-1313-108 MK PowerTools Corporate Edition 5 Company Add-on $995.001101-1313-208 MK PowerTools Corporate Edition 10 Company Add-on $1,995.001101-1313-308 MK PowerTools Corporate Edition 25 Company Add-on $4,995.00


1103-1311-000 DocuFire Server Server Suite for BusinessVision 32 $695.00 1103-2311-000 DocuFire Server Fax Server for BusinessVision 32 $445.001103-3311-000 DocuFire Server Email Server for BusinessVision 32 $445.00 Business Edition

1103-1312-000 DocuFire Server Server Suite for BusinessVision 32 $1,145.00 1103-2312-000 DocuFire Server Fax Server for BusinessVision 32 $735.00 1103-3312-000 DocuFire Server Email Server for BusinessVision 32 $735.00 Corporate Edition

1103-1313-000 DocuFire Server Server Suite for BusinessVision 32 $2,395.00 1103-2313-000 DocuFire Server Fax Server for BusinessVision 32 $1,535.00 1103-3313-000 DocuFire Server Email Server for BusinessVision 32 $1,535.00

MK PowerTools SQLfor Sage BusinessVision 32

DocuFire Serverfor Sage BusinessVision 32

41Call Toll Free 1-866-977-1080

MK Software Inc. has developed this software to integrate with BusinessVision software, and holds BusinessVision harmless from any liability related to the use of this software.BusinessVision is a registered trademark of Sage Software.

MK Software Editions BusinessVision LAN LicenseSmall Business Up to 5 UsersBusiness 10 UsersCorporate 15 or more Users

Subscription AdvantageProducts are licensed for 1 year and can be renewed for 20% MSRPThe first year is included in the purchase priceIncludes telephone / email technical support, product updates


1102-5221-000 MK Database Doctor $795.00

Business Edition

1102-5222-000 MK Database Doctor $1,195.00Corporate Edition

1102-5223-000 MK Database Doctor $1,995.00

MK Database Doctorfor Sage BusinessVision 32

Small Business Edition Regular Price Save 25% Bundle Price1114-1411-000 MK PowerSuite Bundle $2,485.00 -$621.25 $1,863.75Business Edition1114-1412-000 MK PowerSuite Bundle $4,035.00 -$1,008.75 $3,026.25Corporate Edition1114-1413-000 MK PowerSuite Bundle $7,385.00 -$1,846.25 $5,538.75

MK PowerSuite for Sage BusinessVision 32 Includes: MK PowerTools SQL System Master

MK Database DoctorDocuFire Server Server Suite

SAVE 25%When you bundle all threeMK Software Products

© 2005 MK Software Inc. All rights reserved. MK Software, DocuFire Server, MK PowerTools, MK PowerTools SQL, MK Database Doctor, Powering Your Business are trademarks of MK Software Inc.These products and their use are subject to a license agreement and are also subject to copyright, trademark, patent and/or other laws. Please contact MK Software for more details. All other brandsand product names are registered trademarks or trademarks of their respective owners.

Explore the possibilities with DocuFire Server!• Fax and email all your BusinessVision documents right from your desktop!• What would you do with all the money you’d save if you cut more than 50% of your postage and mailing costs this year?• What difference would it make if you could send out all your invoices and statements with the push of a button?• What difference would it make to your customers if they had their invoice copies prior to receiving their shipment?• How much time would you save if printing, folding, stuffing and stamping were not part of your business day?• After using DocuFire Server for a week you’ll wonder how you ever got along without it!• No more running back and forth to the fax machine to send something.• Imagine never having to maintain more than one address book, everything is already in your accounting system! • The powerful broadcast and direct marketing module puts you in touch with your customers like never before!

Renovate your business - MK PowerTools makes it easy!• Change it, merge it, purge it, move it, and reverse it because that’s what works for your business. • Still looking up that customer by their old name that changed 5 years ago? • Duplicate customer records giving you headaches? • Still typing dashes and spaces every time you enter a part number? • Can’t find things that should belong together? • Wish you could undo that invoice with the wrong pricing? • Wish you could add something to that Purchase Order? • Keyed in the same item twice and wonder how to fix it? MK PowerTools features countless time-saving utilities to help you adapt to change and automateroutine business tasks. Because in business, time is money!

Get your system back into balance with MK Database Doctor• Finding problems can be like finding a needle in a haystack!

• System out of balance? Can’t solve it? Fix it fast!

• Get your system balanced and get on with running your business.

• The in-house medic for your accounting system!

Order by phone 1-866-977-1080 or online at www.mksoftware.com/bv

MK Software Inc. 4141 Yonge Street, Suite 308 Toronto, ON, CA, M2P 2A8

Toll Free: 1.866.977.1080Tel: 416.977.1080Fax: 416.977.1452

Sales & Customer Service: [email protected] Support: [email protected]

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