Masterpiece User Group of South Australia February 20th 2014 Postmaster & ChartGen Hangin’ On Steve Wood Troy McMellon Barbara Nunan Chris Vinall Agenda Did you know…. Postmaster ChartGen User Experience Barbara Nunan Troy McMellon Chris Vinall Postmaster SSSA unlimited user licenses (version 3.0) Some agencies have 2-5 user licenses Version 3.0 support Masterpiece version 2.0 Version 4.0 support Masterpiece version 4.0 First developed mid 1990’s by Myers Holum Currently owned by Solvent Green Desktop application evolved into an excel Add-in Postmaster – Standard Features All Masterpiece feeds supported Templates for all feeds supplied Supports all Masterpiece versions, databases, hardware and operating system combinations Utilise any Excel features Register submit/enter (network card) Temporary registration mode Postmaster – Extended Features FTP datasets Validates GL accounts to ChartGen GL journals and budgets Also AP/AR invoice files MS access validations Postmaster 16 bit field names Cobol field names Postmaster – Extended Features Reports Validate (test large spreadsheets) or Export ODBC setup ChartGen validation MS Access field vlaidation ChartGen What is ChartGen? ChartGen on the PC APT-Link ChartGen Maintenance Option (CMO) Myers-Holum application Approximately 75% SA government agencies are licensed. No license needed for the PC component APT-Link license required each Masterpiece agency CMO optional extra ChartGen - Spreadsheet Features Comments Multiple rollups Change account block Inactivate blocks ChartGen – Desktop Features What if I make a change and want to test it COA modelling Validation Load all Upload all CGDIR add engine ChartGen – Desktop Additions Account and Relationship Generation Account/Hierarchy Inquiry (GL670) FTP – Transfer to host ChartGen Maintenance Option GL156 replacement Vastly improved performance Ideal for Large chart of accounts Large hierarchy Other ChartGen – APT-Link Validates and loads output from 5 spreadsheets Important to validate all 5 spreadsheets every time Removes existing APT rules Complete replacement every time. Reloads from .DAT files Parameter cards Barbara Nunan ChartGen Troy McMellon Postmaster DFM templates Chris Vinall – Using PM for feeds Postmaster Feed for Masterpiece Accounts Receivable (AR) updates MOG/restructure AR debtor balance transfers; End user feed templates for periodic invoicing/billing requirements; PM templates available for AR functions like customer maintenance, batch invoice obligation updates (for new invoices, invoice transfers and invoice backouts), and receipting (application cash receipts to invoices); Significance of AR parameters, optional tables, reporting codes, and customer maintenance when introducing new AR clients. Chris Vinall – Using PM for feeds Postmaster Feed for Masterpiece Fixed Assets (FA) updates MOG/restructure FA (asset register) transfers; Consolidation of excel based registers onto Masterpiece for standardisation of processes and EOM depreciation calcs; PM templates available for FA functions like asset additions and asset retirements; Significance of FA parameters, user defined fields, and depreciation chart keys when introducing new FA clients. Summary