Sales Force Automation Setup

March 21st, 2008 No Comments »

Sales Force Automation

Setup

  1. Sign into the Live BCR database.
  2. Go to the OE tab of system defaults in Administration
  3. Check “Use Office Specific Numbers” checkbox.
  4. Create a new Office Location by clicking on the
    button on the Switches tab in OE system defaults.
  5. Set the new Office Location’s OE Document Prefix to be the office location plus a -. Ex: if the new Office Location’s number is 3, enter 3- in the OE Document Prefix.
  6. (optional) The beginning document numbers can be entered for each type of document, and the Cost Center can be entered as well.
  7. Connect the laptop to the network
  8. Install BMA on the workstation.
  9. Copy all of the database files to its C:\BMA\alias folder, where alias is the name of the live data folder.
  10. Copy the Exe folder from the server to the C:\BMA\Exe folder
  11. Create a shortcut called BMA Local to the C:\BMA\Exe folder and assign the shortcut to the C:\BMA\alias database.
  12. Sign in to BMA Local and set the laptop user’s default office location to the new office location that was created in step 4 and lock that user in.
  13. Begin entering orders in the BMA Local database on the laptop.

New features coming Monday

October 4th, 2007 No Comments »

The 8th of October will bring about the newest release of BMA Software.  Plenty of new features have been added as well as several bug fixes and end user enhancement requests.  Highlights include a greatly enhanced Auto Create PO function from within Order Entry, E-commerce now imports phone numbers more accurately and allows the use of anonymous customer forms, Continue reading »

“The Publisher could not be verified” Error Message when running BMA

August 9th, 2007 No Comments »

Problem:
Running XP SP2 or higher, you try to run an executable (such as AFDMAIN.EXE) located on another machine on your network. Your accosted with a prompt: “The publisher could not be verified”.  You are forced to confirm that you wish to run this program… every time you run it.
Solution:
Run gpedit.msc 
 

Go to User Configuration >> Administrative Templates >> Windows Components >> Attachment
Manager
Add “*.exe” to the “Inclusion list for moderate risk file types” setting.

“This policy setting allows you to configure the list of moderate risk file types.
If the attachment is in the list of moderate risk file types and is from the restricted
or Internet zone, Windows prompts the user before accessing the file. …”

In other words, this allows you to run an .exe from the Intranet zone (your office network) without a prompt,
but it will warn before running one from the Internet.

New tool for Excel users!

August 8th, 2007 No Comments »

Many of you have wanted a better method to get data out of BMA into Excel files.With the Quarter 2 release of BMA Excel exports have been implemented in SQL, the Report Writer/Forms Designer, and most reports.Now you simply click the button labeled ‘Create Excel Spreadsheet’ in SQL and Excel will be started with a new window which will be filled with all of the entries in the query results. You do not have to return the entire table; you may query a small portion of the data or even join with another table.

sql.JPG

Continue reading »