Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010

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1 Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0) Accounts Receivable (4.1) Bank Reconciliation (4.1) Sales Order (4.1) Return Merchandise Authorization (4.1) Accounts Payable (4.2) Custom Office ( ) Business Insights ( ) Paperless Office (4.3) Visual Integrator ( ) Inventory Management (4.4) Purchase Order (4.4) Bill of Materials (4.4) Bar Code Module (4.4) Modules that are NOT Business Framework ready: Payroll Time Card Job Cost Work Order MRP Business Framework Functionality: Hyperlinks Access related tasks with a single click to reduce access time and cut down on errors. Memos The introduction of transactional memos. Your memos follow the workflow throughout the system to inform other users of important information. Attachments are allowed with these memos. User and date timestamps Retain valuable traceability information throughout the system. Most date and time stamped actions are recorded and identified by the user who performed them.

2 Reports and Forms Popular benefits of the business framework include flexible reporting and form generation, enable personalization, more efficient workflows, and simplified reporting. Narrow your selection to a specific date range and specific data. Customize your reports using Crystal Reports and Custom Office, and save your report settings for future use. View on screen, print, use paperless office to send by e mail and export the report data into Word or Excel. Setup Wizards Use intuitive Windows standard wizards to set up and activate new modules or functionality, including reports. Fiscal Year and Period The business framework allows each of your companies to operate without having to close each accounting period or year. Instead, you can obtain a snapshot of your company s financial position at any time by running reports for current, past, or future periods. Flexible Security Powerful security settings can be set according to each role in your company, allowing you to determine what activities are allowed to be performed down to the task level. Business Object Interface The Business Object Interface (BOI) enables integration with other business applications. You can use the BOI with the Customizer to automate tasks. The BOI also empowers third party developers to write add on specialized programs for your Sage MAS 90 or 200 systems. Right Click Menu Locate and launch related tasks more quickly and efficiently. The Right Click menu provides easy access to most common actions that you make from the screens you re currently using. Business Intelligence Data Access Easily gain access to your data and turn it into actionable knowledge. Business Insights Explorer offers ad hoc inquiry, drill down, and drill around capabilities using an intuitive interface with drag and drop, sort, filter, calculations, and the ability to save personalized private or group views, which can be quickly converted to a chart on the fly. Easily share what you ve learned by e mailing and exporting your views or charts in a variety of formats. Dual Grid Entry Productivity is enhanced using dual grid entry by personalizing the data entry screens to match your workflow and business needs. Personalization Tailor screens to individual users to accommodate your specialized needs and speed data entry. Resize screens, save settings, establish default printers, remove unneeded tabs and fields, or establish user specific dashboards to monitor the pulse of your business. Enhanced Custom Office Features Customization to Screens and tables will survive upgrades and patches. More functionality with User Defined Fields, User Defined Tables, VB Scripting. Availability of the Business Object Library.

3 Visual Integrator Import Job Maintenance The SO_SalesOrderHeader and PO_PurchaseOrderHeader business object will be available in Import Job Maintenance to allow an existing line item in the Sales Order Detail or Purchase Order Detail file to be modified. Importing lot and serial distribution records will be included in the related Header import. Read only fields will be displayed in red in Import Job Maintenance. A new field "Skip Source Data Truncation" has been added in Import Job Maintenance to allow importing items that have an extended description. Record types are now included in the Job Import Log. Enhanced Credit Card Security Limit Users who can view or print full credit card numbers. Limit Users who can change the credit card encryption key. Relocate the credit card encryption key. Credit Card Audit Log. ebusiness Web Services New Web services features and functionality have been incorporated into the 4.4 release. Available as a new module, ebusiness Web Services provides a powerful programming interface for integration with third party applications and facilitates interoperability between different systems over the network, including the internet.

4 What s new in version 4.4? New Modules updates to Business Framework. Inventory Management Purchase Order Bill of Material Bar Code Easy Access to the Sage Community from the Desktop Visit the Sage MAS 90 and 200 forum and post questions, discuss ideas, and share information about your experiences. Training and Support Sage University offers basic and advanced training to help you learn about our products and monitor your learning and certification progress. Sage MAS 90 and 200 Training Options Give us your feedback! Tell us about your experiences with Sage MAS 90 and 200, and any suggestions you may have for Your ERP system is the improvement. cornerstone of your business, and essential to your success. Tell Us What You Think Sage can help you achieve your goals with a wide range of maintenance & support offerings, from knowledge bases to technical support to your own onsite experts, ready to assist you. Sage MAS 90 and 200 Support Sage Newsletter Read the Sage Customer Newsletter, delivered right to you desktop, to stay well-informed, get tips, be one of the first to know what s new and what s coming, and more. Sage Newsletter Tell Us What You Think A/R and S/O Feature Changes Expanded Customer Number (20) Locate menu task: Accounts Receivable Module Setup Accounts Receivable Options. On the main tab check the box to allow entry of expanded customer numbers. Note: Once you save this setting it cannot be reversed. Notice the customer number now has a capacity of 20 characters. Sales Order Quick Print Print Picking Sheets has been added to the Sales Order Entry.

5 Print Back Order Information on Pick Sheet. Sales Order Entry Copy From Feature When using the copy from feature in sales order entry, the flashlight icon will permit a lot/serial number search of invoice history to locate the corresponding invoice. Employee Maintenance Payroll Module On the wages tab check the multiple automatic earnings code and the Auto Earnings command button. This new screen will allow you to schedule automatic pay for individual employees. Similar to the automatic deduction feature. Accounts Payable Module A/P Manual Check and Payment Entry New feature in AP to allow the entry of Wire transactions. Will flow to G/L and Bank Rec.

6 The default Payment type is Check, select Wire, or Wire Transfer reversal for electronic payments. Next enter the transfer date, transfer amount, Vendor ID, comment and the Wire Transfer number. Common Settings Changes In User Maintenance the Default Report Preview Zoom value can be set for each user. Inventory Management Module Expanded Item Number (30) Select the option for expanded item codes: Common Information Module Setup Common Information Options. The expanded item code also applies to non Inventory and special items. Also, note the decimal point precision for prices, costs, quantities, and Unit of Measure conversions. Increasing decimal precision will no longer reduce the size of the value left of the decimal point.

7 Inventory Transaction Batch Entry Lot Serial Inquiry Batch Entry for Inventory Transactions. Turn on the batch entry option in Inventory Management Module setup Inventory Item Options. As you enter Inventory Transaction Entry you will be prompted for a batch number. Enter a lot/serial number and view all of the related transactions. Alias Item Search for Inventory Maintenance and Inquiry Click on the flashlight icon to select from the list of alias items. Physical Count The Physical Count Worksheet can now include the quantity on hand and alternately default the quantity counted to the current quantity on hand. Previous versions default the quantity on hand to zero until an actual quantity counted is keyed. Standard Cost Adjustment

8 Inventory Module Utilities menu. Change standard costs by percentage, fixed amount, use last cost, use average cost. Standard costs can also be replaced via manual data entry. New rules for Standard Cost valuation at $0. Purchase Orders Check For Duplicate Purchase Orders Right Click Menus Customers will be able to carry inventory and relieve inventory items with a standard cost of zero dollars. As the entry is made, the purchase cost will be offset by a General Ledger entry. The IM Account in General Ledger will remain untouched while the Standard Cost is zero. The costing hierarchy will not be used for Standard Cost valued items, but it remains in effect for all other valuation methods. There is a security option in Role Maintenance on the Module Options tab to Allow Duplicate Customer PO numbers. If you leave this unchecked a warning will still appear, but can be overridden.

9 Right Click on item number to connect to: Inventory Maintenance; Item Quantity Inquiry or Item Memos. Note: this is available in Sales Order Entry also. Item Quantity Inquiry selected from right click menu. Auto Generate Purchase Orders New Selection Criteria: including Sales Order Date, Customer Number and Salesperson, Select Expired Orders and Only Select Jobs with Status of Open. The Sales Order Main Comment will flow directly through to the Purchase Order Main Comment without re keying. Drop ship Items on a single Sales Order will be able to be summarized by Primary Vendor into a single PO or individual POs for each line item. PO Receipt Batch Processing

10 Batch entry for Receipts, Returns, and Material Requisition Issues. Individual user entry and update capability. Bill Of Material Module Bill of Material Inquiry Shortcuts to BOM Maintenance, Item Maintenance, and where used inquiry. Single click options for Single, Indented, Summarized, and Single w/o phantom. Where Used Inquiry Where Used Inquiry. Picking Sheet Printing

11 BOM picking sheet printing. Note: extended comment lines are now allowed in BOM maintenance. To print the entire comment on the picking sheet you must change the Print Comments combo box to Full. Business Insights Explorer New Business Insights Explorer Views. Item View Item Transaction View Item Quantities by Warehouse View Purchase Order View Vendor History Receipts View Vendor History Purchases View Open PO by Vendor Name View Bill of Material View Component Where Used View Purchase Order View

12 Bill of Material View