PULSE UTILITIES: Quick and Easy Solutions for Macola ERP Software Solutions
Thanks to our ongoing partnership with Leahy Consulting, a third party software solution for Macola ERP software, we continue to offer you great solutions to get more out of your Macola investment. Leahy Consulting's PULSE UTILITIES suite offers your business the ability to do the following easily:
Accounting Utilities:
General Ledger Journal Entry Import: Create all of your monthly journal entries in Excel and export them to your Macola General Ledger software. (Macola Progression Only)
Create/Maintain General Ledger Budget using Excel: Import your budget from Excel using multiple cost centers and cost units (Macola ES only)
Positive Pay Check Fraud Prevention: Extract check data from Accounts Payable and transmit it to your bank's Positive Pay department
Customer Service Utilities:
Create/Maintain Customer Price Code File using Excel: Maintain any of the eight Macola price code records using Excel. It also allows you to purge expired price code records
General Purpose Utilities
All-in-One Import/Export Utility: Make mass changes to any of the major Macola files.
Inventory/Production Utilities:
Create/Maintain Item Master and Item/Location files using Excel: Eliminate hours of tedious keying and proofreading by using Excel to make mass changes to these files
Create/Maintain Bills of Material using Excel: Eliminate hours of tedious keying and proofreading by using Excel to make mass changes to your product structure file.
Change due dates of released production orders: Change the due date of any released, printed or partially reported POP production order
Create POP production orders using Excel: Eliminate hours of tedious keying by using Excel to create POP production orders
Sales Forecast Import into MRP or Master Scheduling: Eliminate manual keying of your sales forecast. Create your forecast in Excel and export to MRP or Master Scheduling. It also interfaces with ForecastPro
Macola ERP Software Data Retention Utility to:
Allow your production environment to run lean and efficiently
Dramatically improve system performance
Shorten MRP regeneration
Speed up report generation
Reduce database size 40-60%
Shorten tape backups
Here’s how the Macola ERP within data retention software, PULSE UTILITIES, works:
The utility first creates a complete archive company in Macola prior to the start of the process. This is simply a copy of the company’s database which can be accessed for history purposes at any time. NO data is ever deleted.
The amount of data to be kept in the "production" company is based on the input from the Data Retention Worksheet below. Different types of data can be kept for different periods of time.
Using SQL scripts, the data retention procedure is then executed to remove any data from the production company that is older than the desired retention period. A test of the procedure and data validation is performed prior to execution in the live environment. Elapsed run time is typically less than 1 hour.
SQL maintenance is then performed to physically reduce the database size. Typical size reduction is 40-60%.
Subsequent performance of the process (e.g. yearly) removes additional records and inserts them into the archive company so that NO data is ever lost or deleted. The Data Retention process can also be run against the archive company, managing data stored there to different instructions (such as 7 years, for example).
Sample Data Retention Policy Worksheet
Retention Procedure
File Name
Dependent Files
*Amount of Data to Retain
AP – Distribution to G/L
APDISFIL
12 Mos
AP – Open Item File
APOPNFIL
APOPNHST
CY+2
AP – Vendor Audit
APVENADT
CY
AP – Check Reconciliation
CHRECKREC
CY+2
AR – Commission Due
ARCOMDUE
CY+1
AR - Customer Audit
ARCUSADT
1 Yr
AR – Distribution to G/L
ARDISFIL
12 Mos
AR – Open Item File
AROPNFIL
AROPNHST
CY+2
BB – Purge Deposits
BBDEPFIL
CY+2
BB – Distribution to G/L
BBDISFIL
12 Mos
BB – Open Item File
BBOPNFIL
CY+2
BB – Statement File
BBSTMFIL
CY+2
BM – BOM Audit
BMPRDAUD
1 Yr
GL – Comparative
GLCMPFIL
CY+2
GL – Transaction History
GLTRXHST
CY+2
IM – Distribution to G/L
IMDISFIL
24 Mos
IM – History Transaction
IMINVTRX
IMBLDHST , IMRECHST
CY+2
IM – Audit Trail Item/Location
IMITMAUD
IMITMADT
1 Yr
PP – Prod Shortage
IMSHTFIL
CY+1
LP - Labor CC Audit
LPCCAUD
LPERNAUD,LPTRXAUD
CY+1
LP – Labor Transactions
LPCCHST
LPERNHST,LPTRXHST
CY+2
MC – Distribution to G/L
MCDISFIL
12 Mos
MCA - Job Audit
MCJOBAUD
1 Yr
MCA - Closed Jobs
MCJOBFil
MCTRXHST
CY+2
OE – Order Audit
OEHDRAUD
OELINAUD,OEFDOAUD
1 Yr
OE – Order History
OEORDHST
OELINHST, OECMTHST
CY +2
OE – Closed Orders
OEORDHDR
OEORDLIN
1 Yr
OE – Sales Comparison
OESLSHST
CY+2
PO – Order Audit
POHDRAUD
POLINAUD,POIVAUD,POINSAUD
1 Yr
PO – Order History
POHDRHST
POLINHST
1 Yr
PO – Closed Purchse Orders
POORDHDR
POORDLIN,POINSHDR
CY+2
PP – Order Audit
PPORDAUD
1 Yr
PP – Completed Prod Orders
PPORDFIL
PPORDTRX,PPCSTTRX
CY+2
SF – Order Audit
SFORDAUD
SFDTLAUD
1 Yr
SF – Order File
SFORDFIL
SFDTLFIL
CY+2
SM – Job Analysis
JOBFILE
CY+2
SM – Journal History
SYJRNHST
CY+2
SM – Tax Analysis
SYTAXLIN
SYTAXTRX,SYTAXHST
CY+2
* These are recommended retention periods. These can be changed to fit your retention requirements.
CY+2 means retain Current Year data plus two years of history from the month the process is run.
Contact Your Source for Macola ES ERP Software Third Party Solutions
Are you ready to have a fully functional and automated business? Contact our Irvine, CA office now at 877-428-8486 or click the "Ask a Question" button on this page to speak with one of our Macola ES specialists. We look forward to serving you!