SOI – Prerequisite Information fails

SOI – Prerequisite Information fails

Revision Date: 08/09/2018

Module: Synergy Office Integration – (SOI)

Version: 258sp6


While installing SOI with Office 2013, 2016 or 365 already installed the following error may appear.

Executing the Exact.SOI.Prereqquisite.installer.exe runs but does not appear to do anything. The only choice when complete is "Download" or "Next", selecting "Next" closes the SOI install screen.

Solution 1: Office 2013

From Control Panel, Programs and Features, find Microsoft Office, right click, change, select repair. Let Office repair run to completion. This may take awhile to complete. Once the Office repair has finished, install SOI once again as the user of the machine with local administrators privilege’s.

Solution 2: Office 2016\365

Attached to this document is the SOI installer fix for ESE258sp6 and Office 2016\365. Rename your synergyofficeintegration.msi from the Synergy\Cab folder, drop this in and unzip.

Close all Office products and be logged onto the machine as the user with local administrative permissions before installing SOI. Then install SOI through the Synergy System Module.

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Analyze Connection Data

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Reset MANAGER Password in MAX

If you do not have a SAMPLE DB create one in the system manager.

DELETE FROM ExactMAXyourdb..MAX_Security

















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Clearing Disconnected Users

Here it is. Create a SQL Job that executes this to clear users that have logged off.


DELETE FROM ERMUD where MachineName not in (select distinct(hostname)

from master.dbo.sysprocesses where program_name=’Exact MAX’) AND

MachineName not like ‘%##Terminal##%’ and CompanyName not like ‘%-##-%’

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Concise Guidelines for MAX ERP and Dynamics GP Multi-Company

Concise Guidelines for MAX and Dynamics GP Multi-Company

Packaged software utilization is driven by the organizational structure. Software and computerization allows for speed of communication across the organizations landscape and provides information, control, security and predictability through analytic techniques. Thus, to model software usage that increases production, service and efficiency, it is required to have business structure modeled first. Next, one can gather all the requirements and assess the existing software capabilities and compare it with the ideal scene. Within the framework of the MAX Suite of applications we have connections to both Dynamics GP and Quickbooks. This article is concerned with the determining factors of why and when one would either create multiple companies in MAX or in Dynamics. It discusses some options to assist you in making a correct as possible decision that can provide a greater workability across the enterprise. And helps determine the costing implications surrounding the decision.

A key importance is your understanding of how MAX works and handles costs. If you haven’t studied costing or know what is available to you in the software, then attending a class or course will allow you better wherewithal to make correct decisions.

Here is a brief outline of the key functions available to you in MAX.

MAX Costing Method contains three methods, Standard (recommended), which is normally selected has the highest level of cost control, cost integrity, and financial stability. Standard costing values inventory based on the current standard and records variances to monitor change. This gives the business a way to compare. MAX provides unlimited Cost Sets to record costing standards over time or to simulate cost changes from other Costing Methods – Average and Last Purchase Price. Most users change standard costs and revalue inventory monthly or even yearly but there are cases that warranty even period to control standards. The common variance analysis transactions include purchase price, planned and actual shop order values and breaks out material, labor and material and labor overhead variances. All these variances have transactions associated with them.

MAX also provides a weighted average costing and a last purchase price method. MAX allows real-time updates to alternate cost sets to provide even further insight into costs using those methods and revaluations can include simulations and analysis of all of these in the Costing options.

MAX contains a GL Account Table. This table is mapped to every transaction, stockroom. There are override code to send transaction values to alternate accounts. Such might be the case most commonly for Non-Inventory expenses and cost or R&D categories to track purchase receipt during development and prototyping. MAX uses default codes such as CSTOFSLS, ACCTPAY, PPV etc. (Ref. FIM Documentation). These are hard coded in MAX and the user assigns a GL Account Number. This same GL account number is entered in Dynamics GP or qb; likewise, all the stockrooms and overrides. To add dimension to the structure MAX allows for multiple Charts of Accounts by another key in the GL called Account Type Code. By assigning this account type code to the individual Part MAX can separate Product lines or any category of Part or transaction. A common use is to separate Finished Goods and Raw Materials. But one might also separate logically different internal manufacturing functions.

The next dimension is the ability to create multiple companies in MAX that are separate entities entirely. Being that these companies can be contained within the same or even different instances of the database provides great flexibility in creating distributed environments spanning national and international designs. Also, with current technologies and private cloud you can easily create a distributed environment that yields the flexibility to you need.

In addition to knowing the above it is very important to first do a complete evaluation and to consider some important points.

Accounting Setup

The first and most important is how accounting is actual going to be working for the entities. Are there separation FEIN number (Federal Tax ID Numbers)? Do you need a separation in the key reports as the balance sheet.

Master Data

Master data are your Parts, BOMs, Customers, Vendors, Pricing Structures, Miscellaneous Items, Code Data and Currency information, Bank Accounts. Is it important that related transactions are separate? It maybe that each entity transacts completely separately from each other but use the same vendor or customer. What if each entity purchases from the same vendor or sell to the same customer? Depending on how you are doing business you may have a compelling case for either. The other major factor is inventory. It can become complicated to try to track inventory for separate entities within the same instance of MAX. Using a stock ID alone and when you have common parts and keeping these separate becomes a challenge. So, if inventory separation is needed then it is wise to create a separate company.

Workflow and Information Flow, Security Considerations

As state in the first paragraphs the business structure – the workflow, flow of information – is paramount when deciding how to structure your information systems. The next layer from that stand point is what security is necessary. There are very many factors to discuss on security these days with the software username and password being only one. Hence a review with IT on security, physical placement of information systems, policies and security education and all important. With that you’d need to the factors of security for the companies and know if security separation for the entities and companies are required. If users should only be allowed access to a single company then a separate MAX and separate Dynamics company is recommended. Keep in mind one need to see how the flow of information is working and if the separation causes more trouble than it is worth in a multi-company scenario then the best choice might be to have them remain in the same company with a logical costing separation using segmented accounts and account type codes.

Tools and Integrated Software

If you are using external tools such as software from Balance Point Technologies, 3rd party add-ons to Dynamics GP, MAX Dashboards, Excel Analytics or any other attached software and tools you’ll need to identify these integrations within the scope of a multi-company scenario. Some tools may be needed in one entity and not the other or you may need to configure and use these tools in all locations. Networking issues and infrastructure is important, licensing is important, Engineering systems and Document management systems and any other software tools must be included when review and designing the systems.

In summary, the overall goal is to design information systems that facilitate the purpose of the organization. In that light you can recognize that you are laying the foundation for an expandable foundation with a potential channel of information flow to service the business into the future. It starts with really know how the organization is working, what its design is or is going to be, and what company, entity design is most desirable to support it.

Vincent Stefanetti

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Advanced Google Search Operators

Found this on a search engine site – handy – full article here:

Advanced Google Search Operators


Using the cache operator, you can find out what the most recent cache of a specified webpage is. This is useful for identifying when a page was last crawled.

Example use:


This operator will help you find whether all the terms that you are looking for shows up in the text of that page. This operator, however, isn’t pin-accurate because it won’t look for text on the page that appears close together.

Example use: allintext:content social links


This operator is a more global operator that allows you to find any terms showing up on a webpage in any area – like the title, the page itself, the URL, and elsewhere. This is useful if you want to perform research into how others’ on-page SEO footprints are being categorized by Google.

Example use: word one intext: other term


If you are performing blog research, this operator is useful for finding blogs with certain search terms in the blog title.

Example use: inposttitle:weight loss goals


This search operator is a great way to find blogs that match the content you are writing about. For example, you could use allintitle to research what others are doing for that particular topic. Then, you could write your post to be better than theirs.

Example use: allintitle:how to write content for seo


This is a narrower operator that will help you find more targeted results for specific search phrases. If you wanted to find pages that are all about “drawing with micron pens” for example, the following is how you would use it:

Example use: intitle:drawing with micron pens


This one allows you to find pages with your requested search terms within the URL in internal search pages. For example, say you wanted to perform research on pages on a site that had the terms “drawing tablet”. You would use the following:

Example use: allinurl:amazon drawing tablet

This will bring up all internal URLs on that have the terms “drawing tablet”.


If you wanted to find pages on a site that has your targeted search term in the URL, and the second term in content on a website, you could use this operator. This is useful for finding sites with strong on-page optimization for the topics you are researching.

Example use: inurl:drawing portraits


This operator is useful for performing research on pages that have all terms after “inanchor:” in anchor text linking back to the page. Using this operator can help you find

Example use: allinanchor:”how to draw anime”


It is possible to identify pages with inbound links that contain the anchor text specified. However, data is only sampled and doesn’t provide accurate global results.

Example use: inanchor:”digital painting”


Do you want to find images that only fall under a specific file type (e.g., .jpg, .png, or .gif)? This is a great way to narrow research on infographics or memes. But, it can also help you identify stray images and other files (like PDFs) that may have been picked up by Google.

Example use: filetype:txt – inurl:robots.txt

This will help you find files on your site that were indexed by Google but will exclude robots.txt from appearing in the search results.


Do you want to narrow the focus of your results to be super narrow? This is a great way to identify search results where two or more terms appear on the page, and also appear very close to each other (denoted by the number in the parentheses).

Example use: digital drawing AROUND(2) tools

Advanced Search Commands

Advanced Google Search Commands


This command will help you search for pages that have one word or the other. If you wanted to find the words drawing or painting, but not both, you could use this command to do so.

Example use: digital drawing OR digital painting

Quotes (“word”)

Using quotes around the phrases you are searching for will help you find results that are exact match results, rather than the broad results you will get with standard search.

Example use: “search term 1”

Exclude Words: (-)

The minus sign is an exclusion symbol. This command will help you exclude words that you don’t want to appear in the search results. Say for some reason that you wanted to find pages that have the word content marketing but not pages from Business Insider that contain this phrase.

Example use: “content marketing”

Add words: (+)

You can use a plus sign to add words that you want to be included in the search results.

Example use: “content marketing + SEO”

International Search Summit Boston | October 30, 2018

Discover insights for increasing ROI from your global SEO and PPC.


If you are in need of more specific results that are catered to a single website, this command will help you bring those results up. For example, if you wanted to search your favorite SEO website for articles on 404 errors, you would use the following:

Example use: “ 404 errors”


If you’re in a situation where you need any results that have more than one website with similar content to a site you are familiar with, just use the following:

Example use: “”


This one will help you find information related to the domain that you are searching. It will help you identify things like pages with the domain text on-page (not necessarily linked), similar on-site pages, and the website’s cache.

Example use: “”

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SQL Date Conversion Formats

20180824-00:00:00:000 — SELECT CONVERT(VARCHAR,@date,112) + ‘-‘ + CONVERT(VARCHAR,@date,114)
20180824-203947843 — SELECT CONVERT(VARCHAR,@date,112) + ‘-‘ + REPLACE(CONVERT(VARCHAR,@date,114),’:’,”)
08/24/2018 101 SELECT CONVERT(VARCHAR,@date,101)
2018.08.24 102 SELECT CONVERT(VARCHAR,@date,102)
24/08/2018 103 SELECT CONVERT(VARCHAR,@date,103)
24.08.2018 104 SELECT CONVERT(VARCHAR,@date,104)
24-08-2018 105 SELECT CONVERT(VARCHAR,@date,105)
24 Aug 2018 106 SELECT CONVERT(VARCHAR,@date,106)
Aug 24, 2018 107 SELECT CONVERT(VARCHAR,@date,107)
10:00:00 108 SELECT CONVERT(VARCHAR,@date,108)
Aug 24 2018 1:00:00:000PM 109 SELECT CONVERT(VARCHAR,@date,109)
08-24-2018 110 SELECT CONVERT(VARCHAR,@date,110)
2018/08/24 111 SELECT CONVERT(VARCHAR,@date,111)
20180824 112 SELECT CONVERT(VARCHAR,@date,112)

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Part Master – Error 4 Key Value Not Found

Part_Master Key Value not Found – CLR was disabled

If you run into an error like this when you’ve just installed SQL Server and MAX is could be the CLR was not enabled.

Verify CLR is enable by running the following server Configuration script.

sp_configure @configname=clr_enabled, @configvalue=1




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Mathematical Symbols

Symbol What it is How it is read How it is used Sample expression
+ Addition sign … plus … Sum of a few values 3 + 5 = 8
Logical OR symbol … or … Logical disjunction ¬(A + B) = ¬A * ¬B
* Multiplication sign … times … Product of two values 3 x 5 = 15
Logical AND symbol … and … Logical conjunction ¬(A * B) = ¬A + ¬B
x Multiplication sign … times … Product of two values 3 x 5 = 15
· Multiplication sign … times … Product of two values 3 · 5 = 15
summation sign The summation of … Sum of many or
infinitely many values
Integral sign The integral of … integration x2 dx = x3/3 + c
Double integral sign The double integral of … integration f(x,y) dx dy
Triple integral sign The triple integral of … integration f(x,y,z) dx dy dz
Line integral sign The line integral of … integration F dx
Surface integral sign The surface integral of … integration F(x,y,z) dx dy
Subtraction sign … minus … Difference of two values, 3 – 5 = -2
Minus sign Negative… negative number
± Plus/minus sign … plus or minus … Expression of range, 500 kbps ± 10%
error, or tolerance
dot product sign … dot … Scalar (dot) product A B = B A
of two vectors
x Cross product sign … cross … Vector (cross) product A x B = – (B x A)
of two vectors
Product sign The product of … Product of three up to
infinitely many values
^ Carat … to the power of … exponent 2 ^ 5 = 32
! Exclamation … factorial Product of all positive 5! = 120
integers up to a
certain value
Surd … root of … Algebraic expressions z = (x + y)
Square root symbol The square root of … Algebraic expressions
Continuation sign … and so on up to … Extension of sequence S = {1, 2, 3, …}
… and so on indefinitely
/ Slash … divided by … Division 3/4 = 0.75
… over …
÷ Division sign … divided by … Division 3 ÷ 4 = 0.75
Percent symbol … percent … Proportion 0.032 = 3.2
Per mil symbol … per mil … Proportion 0.032 = 32
: Colon, … is to … Division or ratio, 2:4 = 20:40
ratio sign … such that … symbol following x : x > 4 and x < 5
… it is true that … logical quantifier or
used in defining a set x : x < 0 or x > -1
S = {x : x < 3}
| Vertical line … such that … Symbol following x | x > 4 and x < 5
…it is true that … logical quantifier or
used in defining a set x | x < 0 or x > -1
S = {x | x < 3}
:: Double colon … averaged with … arithmetic mean 3 :: 11 = 7
lemniscate … infinity Infinite summations x : x <
… increases without limit Infinite sequence
( ) Parentheses …quantity… Denotes a quantity, list, (x + y) + z
…list… set of coordinates, or an (a1, a2, a3, a4)
…set of coordinates… open interval (x,y,z)
…open interval (3,5)
[ ] Square brackets … the quantity … Denotes a quantity or a w + [(x + y) + z]
… the closed interval … closed interval [3,5]
( ] Hybrid brackets … the half-open interval … Denotes a (3,5]
half-open interval
[ )

Hybrid brackets

… the half-open interval …

Denotes a


half-open interval

{ }

Curly brackets

… the quantity …

Denotes a quantity or a set

E = {2, 4, 6, 8, …}

… the set …


Equal sign

… equals …

Indicates two values


are the same

2z2 +
4z – 6 = 0

<!–[if gte vml 1]>

proportionalitysign … is proportional to … Indicates two variables x y
change in direct proportion
~ Similarity sign … is similar to … Indicates two objects are ABC ~ DEF
geometrically similar
Approximate … is approximately equal to … Indicates two values are x + y z
equal sign close to each other
Inequality sign … is not equal to … Indicates two values x y
are different
< Inequality sign … is less than … Indicates value on left 3 < 5
is smaller than x < y
value on right
Inequality sign … is less than or equal to … Indicates value on left x y
… is at most equal to … is smaller than or equal to
value on right
> Inequality sign … is greater than … Indicates value on left 5 > 3
is larger than x > y
value on right
Inequality sign … is greater than or equal to … Indicates value on left x y
is larger than or equal to
value on right
| | absolute valuesign The absolute value of … Distance of value from | -3 | = 3
origin in number line,
plane, or space
increment sign, the change in … Indicates a small change, m = y / x
Triangle symbol triangle … Denotes vertices of triangle ABC =
Perpendicularity … is perpendicular to … Geometry L M
// Parallel symbol … is parallel to … Geometry L // M
Angle symbol Angle … Geometry ABC = DEF
Existential quantifier For some … Logical statements x : x > 4 and x < 5
There exists a(n) …
Universal quantifier For all … Logical statements x : x < 0 or x > -1
For every …
¬ Logical negation not … Logical statements ¬(¬A) A
logical implication … implies … Logical statements A B
symbol If … then …
logical equivalence … is logically equivalent to … Logical statements A B
symbol … if and only if ..
Three dots … therefore … Logical statements or x = y and y = z
… it follows that … mathematical proofs x = z
Element-of … is an element of Sets a A
symbol a set …
Not-element-of … is not an element of Sets b A
symbol a set …
Subset symbol … is a subset of … Sets A B
Proper subset symbol … is a proper subset of … Sets A B
Union symbol … union … Sets A B = B A
Intersection symbol … intersect … Sets A B = B A
… intersected with …
Null symbol The null set Sets = { }
The empty set
Hebrew aleph Aleph … Transfinite cardinal 1 + 0 = 1
º Degree symbol … degree(s) Angular measure = 45º
Temperature T = +20 ºC
Greek theta … theta … Angular variable = 90º
Greek phi … phi … Angular variable = 45º
Greek lambda … lambda … Wavelength = 70 cm
(lowercase) Ratio = 3:1
Lebesgue measure
µ Greek mu micro- (10-6) Prefix multiplier C = 0.001 µF
Greek pi … pi … General science 3.14159
Greek omega … omega … Volume of an object R2 = 330
(uppercase) Ohms (resistance)
Greek omega … omega … Transfinite ordinal = 36,000 rad/s
(lowercase) Angular velocity = 1/60 s
, N Enhanced or bold N The set of natural numbers Number theory = {0, 1, 2, 3, …}
Set theory
, Z Enhanced or bold Z The set of integers Number theory = {0, 1, -1, 2, -2, 3, -3, …}
Set theory
, Q Enhanced or bold Q The set of rational numbers Number theory = {a/b | a and bare in }
Set theory
, R Enhanced or bold R The set of real numbers Number theory What is the cardinality of ?
Set theory
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Set Compatibility Level on All DBs

Subject: Set Compatibility Level on All DBs

/* Update All DBs Compatibility Level */

/* Reference

2017 = 140

Azure SQL Database = 130

2016 = 130

2014 = 120

2012 = 110

2008R2 = 100

2008 = 100

2005 = 90

2000 = 80


DECLARE @SQL VARCHAR(max) = ”, @CL int =

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