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PULSE Utilities for Macola ERP

PULSE Utilities for Macola ERP

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:

  1. 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.
  2. 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.
  3. 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.
  4. SQL maintenance is then performed to physically reduce the database size. Typical size reduction is 40-60%.
  5. 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!

 
 
 
 
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The Attivo Group will get your system implemented - on time and within budget. Realize increased efficiencies, lower costs and improve profits. As trusted advisors for distributors, manufacturers and service providers, we will help you improve and automate your business processes.