Information about Macola Solutions for Small to Midsize Businesses

Webinar Recording: Introducing Algo Apps--Custom Solutions for Macola

While your Macola system offers plenty of functionality on its own, as you know there are many out-of-the-box limitations.

Over the years we've had hundreds of requests from customers for custom solutions to fix data issues and improve cumbersome processes in both Macola and Synergy. 

Today the result of those efforts are our Algo Apps.

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Importing Orders from the Web and E-Commerce Into Macola

That’s right, even today, there are companies still new to the Internet, or at least new to figuring out what’s needed to get orders from their website into their Macola Order Entry system. And the reality is, there isn’t a one-size-fits-all solution, but the main considerations for putting your plan together are similar across the board:  Customers, Inventory, and Orders.

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The Underutilized Notes Function in Macola Progression and ES

The notes function in Macola Progression and Macola ES isn't widely utilized, but it can be a very helpful tool for storing additional data specific to items, customers, and vendors. 

Macola Progression has two types of Notes buttons, the Note button on the toolbar and the Notes button beside fields on Progression screens.

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Breaking Down Macola ES/EM10 Vendor Discounts

When companies make the transition from Macola Progression to Macola ES/EM10, they often struggle with making sure they capture all their vendor discounts in a timely manner to pay them within the discount period.

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Commission Calculation Methods in Macola Progression

The information below is provided by Exact Macola help documentation.

How Progression calculates commission depends upon which Exact Macola Progression packages you are using.

Progression A/R

If you are using Progression A/R only, Progression calculates commission based on the customer type and commission percentage information in the A/R Salesperson file. When you enter a sales transaction in A/R, Progression finds the appropriate salesperson record in the A/R Salesperson file and searches through the valid customer types entered for that salesperson. When Progression finds the customer type that matches the customer type on the sales transaction being entered, it uses the corresponding commission percentage to calculate commission. If Progression does not find a matching customer type, it will calculate commission as zero. You can override the commission field in the A/R Enter Sales Transactions application.

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Year-End Closing in Macola Progression: Common Mistakes and How to Fix Them

The year-end closing process is hectic for any accounting department. Not only is it usually done at the end of the calendar year (holiday anyone?), but it's also always coupled with the month-end and quarter-end processes. To make matters worse, many of the year-end software functions are of course done only once a year, and if your internal Macola Progression process documentation isn’t spot on, you may have trouble remembering what to do and when to do it. (Word to the wise: now might be a good time to pull out your year-end closing notes and review them. If you’re not sure how to perform a year-end close, it’s better to learn now than try to figure it out on Jan 2.) Sure it's not rocket science, but it is something of an exact science (no pun intended) and timing is often critical.

And mistakes can and will happen. Below are a few of the most common mistakes that happen during a year-end closing process in Progression and the steps that can be taken to fix them. 

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Steps For Moving a Macola Database From SQL 2000 to SQL 2012

So you have a brand new Windows Server 2008 R2 server loaded with a sparkling fresh copy of Microsoft SQL 2012 standard. How do you get your precious Macola database off of the old and busted SQL 2000 server and onto the new one without losing your data (and your mind) in the process? 

If It Ain’t Broke…

Many of us have waited way too long to upgrade our Macola databases and servers to a version that was actually created in this century. But in this economy you do what you have to do to survive. Not to worry, there is still hope for a well-planned and successful migration to a new SQL 2012 server with just an extra step or two.

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Reason #10 to Upgrade to Macola ES: Exact Development Effort

This blog post is intended to enhance the information covered in my Webinar: Top 10 Reasons to Upgrade to Macola ES, specifically reason #10: Exact is putting their development effort there.

In a recent product update to Macola ES (v 9.6.100) and Progression (v.7.7.900) the following metrics were observed.


Macola ES v 9.6.100

Progression v 7.7.900

Quality Fixes






Screen & Database change



SAP Crystal report change



Microsoft SSRS change



As is to be expected with two brands in the marketplace and considering the age of Progression vs Macola ES, it is natural to place more effort on the younger flagship product. That is not to say that Progression is the poor redheaded stepchild, but it is older, more mature, more market tested and therefore requires less effort in terms of new features and quality fixes. In addition, Exact has brought innovations to Macola ES that you won’t find in Progression; the introduction of Microsoft SSRS and Synergy Enterprise Navigator are two of those.

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Macola Warehouse Management Success Story: Hinkley Lighting

Hinkley Lighting is located in Cleveland, Ohio and creates lighting fixtures for the home, including chandeliers, bath fixtures, sconces, pendants, outdoor and landscape lighting. Hinkley has been an Algorithm customer for over 10 years and currently runs Macola Progression and WiSys software.

Download their success story to read how a Hinkley developer was able to process orders taken on a mobile device and submit them to Macola.

Read the full success story

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Macola Help: How to Export a Trial Balance Report to Excel in Progression Workflow Explorer

In the below video, I explain how to export a Trial Balance report from Macola to Excel. This allows you to organize your data and more easily analyze by account number.

You will start by opening Progression Workflow Explorer. I will be using the integrated Crystal Reports version of the Trial Balance report found under General Ledger - Reports - Trial Balance - Account Order. It is going to be the second version on the list that looks like a piece of paper. Open the report and select the criteria that applies to your company. Typically the date range is either for a full year or a period. Select all account numbers and do not check the "show detail" box. Then click Ok.

The report will run to a Crystal Report preview window. Click on the export button in the upper right hand corner of the preview window (the icon that looks like an envelope). Select Microsoft Excel 97-2000 - Data only (XLS) as the format file and Disk file as the destination and click Ok. Set the Excel Format Options to typical and save the file where you can find it easily.

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