1

Advanced Tips and Tricks

# A L L I A N C E 2 0 1 7

2

YOUR PRESENTERRhett WilliamsMaster ConsultantJOINED SPARKROCK IN 2009

3

Mapping Transact ion H is tory w i th

D imComs

4

Dimension Combination Table is a Mapping Table

Table Consists of:• Code • Description • GL Account number• Eight dimensions

Everything that you need to map historical transactions to NAV

5

Translate legacy data

Translate legacy data to:• The Dimcom Code representing account/segments in legacy • Posting and document dates • Other information• Amount

Upload using Excel to a general journal

6

Expos ing Addi t iona l F ie lds on a Page

7

Page Seems to be Missing the Field You Need

Step 1 – Check on the Help, about this page

Step 2 – Use the design button on the Development Client

Step 3 – Add the field and compile

Remember that you have made a code change that we at Sparkrock don’t have

8

Effect ive Use o f L i s t Pages

9

Effective use of Lists

Filters and saved views export to Excel

Turn a list page into a chart and save the view

10

Add a Chart to the Ro le Centre

11

Add a Chart to the Role Centre

Add a pre-built chart

Create a new Chart

12

Using Inventory I tems for non-

inventory purposes

13

Advantages

• Set descriptions on the line

• Drives posting, allows for the use of business posting groups

• Makes available the use of price lists

• Items adds to ability to analyze data

14

How to:

Set-up• Posting Groups and Posting set-up• Create Items and add prices

Sell items

15

EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

16

THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

M