Microsoft Power BI Affordable and Powerful

Microsoft Power BI Affordable and Powerful

Microsoft Power BI affordable and powerful. Do you need better reports from QuickBooks, Sage 50Cloud or Sage 100Cloud? Are you looking for interactive dashboards so you can quickly measure performances in your business?

Microsoft Power BI is an affordable, streamlined business analytics, intelligence, and reporting solution. With Microsoft Power BI, you can use the valuable data your business generates to improve your operations. Unlock the value of your data. Microsoft Power BI is a platform that lets everyone in your business make informed decisions from anywhere and on any device. This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud.

Microsoft Power BI gives you big business analytics without the big cost. Consolidate data from various sources, then query the application to find meaningful information that can help you drive business decisions in real time. Connect with other applications you already use, and easily share information with your team.

Microsoft Power BI is a business intelligence (BI) tool that allows users to crunch data and create BI reports through a self-service interface. Use powerful drag-and-drop tools to create meaningful reports from and perform critical analysis on your data in new shape.

As of 7/16/2018 Microsoft Power BI has three pricing plans: Power BI Desktop: This offering is free to any single user and includes data cleaning and preparation, custom visualizations and the ability to publish to the Power BI service. Power BI Pro: The Pro plan costs $9.99/user/month. Current pricing is subject at the decision of Microsoft taken from https://docs.microsoft.com/en-us/power-bi/service-features-license-type

In the Power BI service, users have defined capabilities based on two types of licenses:

  • Per-userPower BI Pro licensing and free licensing. A Power BI Pro license enables access to all content and capabilities in the Power BI service, including the ability to share content and collaborate with other Pro users. Only Pro users can publish to and consume content from app workspace, share dashboards, and subscribe to dashboards and reports. A free license enables access to some of the features of the Power BI service. For more information, see Per-user license type comparison.
  • Capacity-basedPower BI Premium licensing. Premium provides dedicated capacity to deliver more consistent performance and support larger data volumes in Power BI. For individual users, Premium also enables widespread distribution of content by Pro users without requiring Pro licenses for recipients who view the content. For more information, see What is Power BI Premium?.

 

This tool can be used with accounting systems such as QuickBooks, Sage 50Cloud and Sage 100Cloud. For additional information give us a call 800.475.1047 or email solutions@jcscomputer.com

Per-user license type comparison – Here is a list of features supported by per-user license type.

Microsoft Power Feature Comparisions Sage 100 Sage 50 QuickBooks Sage Intelligence

 

Sage 100Cloud Dashboard New Data Visualization

Sage 100Cloud Dashboard

New Data Visualization

Are you looking for new ways to slice, dice and visualize data and to share your discoveries for your Sage 100Cloud with your business team? Discover Sage 100Cloud Dashboard because Microsoft Power BI is a powerful tool and we can help you get where you want to. This new collection of tools and features from Microsoft transforms your company’s data into rich visuals for you to collect and organize, so you can spot trends, collaborate in new ways, and make sense of your data by using Sage Intelligence with Microsoft Power BI.

All business need comprehensive data analytics solutions to gain insights into business operations and financial performance. It is an importance for your business to be able to review this data and have an analysis process with analytics charts and reports including this data giving knowledge and measurable KPI’s. These are the primary data tables you need to understand in Sage 100 Accounting Software and we can help you discover them or design and create the dashboards for you.

  • Master lists
  • Data entry
  • History
  • Work tables

Accounting Business Solutions by JCS’s Microsoft Power BI Consulting Services our team wants to be part of your team so we can grow together and we are a perfect match to help you with your data visualization needs using Sage 100cloud dashboard. We can help you quickly view your complicated and piles of data and get the information you need to make business decisions. Once created these types of dashboards can present data very quickly and provide you a complete view of your information in an easily understandable format using an interactive data visualization tool. Specializing in Sage 100, Sage Intelligence and Microsoft Power BI services.

Sage 100Cloud Dashboard – Providing Sage 100Cloud support, Sage Intelligence consulting services and Mircosoft Power BI design and implementation. Give us a call 800.475.1047 or email at solutions@jcscomputer.com

 

Sage 100 Sage Intelligence Microsoft Power bi support consultant training

Microsoft Power BI Sage Intelligence Tools

Microsoft Power BI Sage Intelligence Tools

Microsoft Power BI is a business analytics tool. Delivering insights, enabling fast informed decisions by  creating very powerful dashboards for Sage 100 Cloud. JCS is experienced in working with small businesses using these tools and accounting software. JCS can help you develop and understand your requirements.  These are the benefits to leveraging this tool.

  • Transform your data into stunning visuals that are easy to understand.
  • Share them with colleagues on any device so your team can see where you are going.
  • Visually explore and analyze business information at staff and operations meetings.
  • Versions can be on-premises or in the cloud and all in one view so you can share.
  • Review any data from anywhere anyway you choose to see it.
  • Collaborate on and share customized dashboards and interactive reports with groups.
  • Scale across your organization with built-in governance and set strong security access.
  • Give us a call 800.475.1047 or email solutions@jcscomputer.com

But Frequently asked Questions:

Question: How fast is the use of Microsoft Power BI growing?

Answer: In the enterprise world Microsoft Power BI is first choice of many organizations as an add-on. Because it can be used for reporting on financial and business data for most software.

Question: How can I learn Microsoft Power BI?

Answer: You should start with Power BI guided learning provided by Microsoft but, another way is for consultants to provide online training dealing with fundamentals as well as some advanced concepts and easy examples.

Question: Can I share or collaborate my report on Power BI with colleagues?

Answer: Yes, you can share your report by printing, Publishing to the web, sharing dashboards or reports with a few people, from the service or the Power BI mobile apps, Bundling those dashboards and reports into apps and publishing them to a larger group or your whole organization. In any option you need a Power BI pro license or or the content needs to be in a Premium capacity. License requirements vary for the colleagues who view your dashboards, depending on the option you choose.

What accounting software can I use this with?

For choosing appropriate license, our experts will assist you using the following accounting software systems. For details contact us. 800.475.1047

  • Sage 100 Cloud
  • Sage 50 Cloud
  • QuickBooks
  • Microsoft Power BI Sage Intelligence New Tools

How many business use Microsoft Power BI?

Answer: We have found over 10,000 companies using Microsoft power BI and the companies using Microsoft power BI are most often found in United States and in the Computer Software industry. Microsoft power BI is most often used by companies with 50-200 employees and 1M-10M dollars in revenue.

QuickBooks Advanced Reporting Consultant

QuickBooks Advanced reporting consultant
We can help you get the most from your QuickBooks Custom reports using your data. 800.475.1047

What is QuickBooks Advanced Reporting anyway?

With QuickBooks Advanced Reporting you can make better business decisions because it is very powerful and gives you the ability to customize your reports and gain more insights into your business. The main benefits of QuickBooks Advanced Reporting are the built in rich feature set, flexibility, it is user friendly and easy to learn and operate.

The QuickBooks Advanced Reporting tool is so flexible because you can select from multiple designs, templates, and layouts easily helping you create the reports you need to analyze your data. We are also impressed with QuickBooks Advanced Reporting and the smart reporting functionality that uses templates to help you generate custom as well as traditional reports, and easily send them out to MS Excel or PDF formats

The QuickBooks Advanced Reporting approach regarding Business Discovery puts sharing and collaborating in the center of the decision-making process. QuickBooks Advanced Reporting comprehensive dashboard technologies and interactive visualizations make data discovery easy and can display the results in a format you choose. QuickBooks Advanced Reporting connects directly to a number of business applications including Microsoft Excel, Data from Excel to any other data platform, Adobe PDF as well as QuickBooks data.

For more information give us a call 800.475.1047 or visit our home page

QuickBooks Advanced Reporting - Certified QuickBooks Advanced Reporting Consultant - Custom QuickBooks Reports

QuickBooks Advanced Reporting – Certified QuickBooks Advanced Reporting Consultant – Custom QuickBooks Reports

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Standard Crystal Reports in Sage 50 and Sage 50cloud

Which standard Crystal Reports are included in in Sage 50? 

Standard Crystal Reports included in Sage 50 include:

  •       Aged Payables v9
  •       Aged Receivables v9
  •       Customer Balance Graph v9
  •       Customer Detail List v9
  •       Customer Sales by Item v9
  •       Customer Sales by Month v9
  •       Inventory Labels v9
  •       Items Sold by Month v9
  •       Purchases by Unit Price v9
  •       Vendor Balance Graph v9
  •       Vendor Detail List v9
  •       Void Check Register v9

If you would like to learn more about standard Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

Create Purchase Orders from Work Tickets in Sage 50 and Sage 50cloud

How do you autofill or auto create Purchase Orders from work tickets in Sage 50? 

Sage 50 allows you to set up Inventory Item Defaults to auto create purchase orders in Sage 50 behind the scenes. The Ordering tab of this window has options that let you enable the auto-creation of POs for:

  1. drop-ship transactions
  2. non-drop-ship transactions
  3. work tickets

Important:For auto-creation of purchase orders to work, your company must be using the real-time posting method.

You can treat each auto-created purchase order just as you would a manually created one: you can edit it, print it, or e-mail it to a vendor in the Purchase Orders window.

Note:Even if your company is set up for auto-creation of purchase orders, Peachtree will notautomatically create POs for recurring customer invoices. Instead, you will have to manually generate POs for any inventory that you need to reorder as a result of recurring invoices.

To auto create purchase orders from work tickets in Sage 50, the following criteria must be met:

  • Each item must be set up in Maintain Inventory Items with a preferred vendor.
  • The user who is entering the transactions listed below must have access rights to add POs.
  • The quantity ordered of one or more of the items must cause the quantity available as of the transaction date to fall below minimum stock levels.

If these conditions are met and your company is set up to auto create purchase orders in Sage 50, Sage 50 will automatically create a purchase order each time a work ticket is saved. In addition, to ensure that auto-creation works most effectively, each item in Maintain Inventory Items should be set up with a minimum stock level and minimum reorder quantity. Sage 50 will auto-create purchase orders from Work Tickets for inventory items that fall into the following item classes only: stock, substock, and serialized stock.

If you would like to learn more about how to auto create purchase orders from work tickets in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

Update Work Tickets in Sage 50 and Sage 50cloud

How do you update work tickets in Sage 50? What are work tickets in Sage 50 used for?

From time to time, you will need to update work tickets with your progress. Follow the steps below to update a work ticket.

  1. From the Tasks menu, select Work Tickets. The Work Tickets window appears.
  2. Click the Open button and select the ticket that you want to update and click OK. The selected work ticket information appears in the Work Ticket window.
  3. Update any of the information that has changed on the work ticket.
  4. If you have finished or received items in the component list, select the corresponding Finishedcheck box and enter the Act Hours, if you are tracking hours.
  5. Then, click Save. After you have marked one item in your component list as finished, your work ticket is given a status of In Progress.

If you would like to learn more about how to update work tickets in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

Period-end processing in Sage 100 Sales Order

This time of year, period-end processing in Sage 100 is a useful feature to know. Learn how to use period-end processing in Sage 100 with the Sage 100 Sales Order training class from Accounting Business Solutions by JCS today!

 

Sales Order Utilities & Period-End Processing

Note: Back up your data before purging the data.

Purge Expired Orders/Quotes: Use Purge Expired Orders/Quotes to remove expired master orders, expired repeating orders, and expired price quotes.

  • All selected orders and quotes that expired on or before the date entered are permanently removed from the system.
  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

Purge Obsolete Sales Orders: Use Purge Obsolete Sales Orders to remove all obsolete sales orders or back orders whose order dates are on or before the date entered.

  • You can also enter a selection of sales order numbers to remove.
  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
    • This task is available only if Invoice Data Entry and Shipping Data Entry are not in progress.

Purge Order/Quote History: Use Purge Order/Quote History to remove sales order and quote history records whose order dates are on or before the date entered.

  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
  • Other than individually deleting price quotes or sales orders, this is the only way to remove these transactions.
    • This task is available only if the Retain Sales Orders/Quote History check box is selected in Sales Order Options.

Purge Lot/Serial History: Use Purge Lot/Serial History to remove lot and serial history records whose order dates are on or before the date entered.

  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
    • This task is available only if an option other than None is selected at the Retain Lot/Serial Item Sales History field in Sales Order Options.

Purge Sales History: Use Purge Sales History to remove sales history records based on the posting or invoice date. Records dated on or before the year-end date selected are permanently removed from the system.

  • You can only purge history that is more than two years prior to the current year.
  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
  • The options available vary based on whether Inventory Management is set up and if Fiscal Periods or Calendar Months is selected at the Base Inventory Periods On field in Inventory Management Options.
    • This task is available only if the number of years to retain sales history selected at the Years to Retain Sales History field in Sales Order Options is greater than 2.

Purge Sales Order Recap: Use Purge Sales Order Recap to remove sales orders from the Sales Order Recap file with order dates on or before the date entered.

  • After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
    • If the Purge Sales Order Recap at Period End check box is selected in Sales Order Options, this task is automatically run at period-end.
  • This affects the Sales Order Recap file only. It does not affect the Open Sales Order file.

 

Create Sales Order/Quote History:  Use Create Sales Order/Quote History to create sales order history files if sales order history was not previously retained to migrate from Sage MAS 90 to Sage MAS 500.

  • When the sales order and quote history files are created, the System Activity Log is updated with the date, time, company code, user logon, and utility description.
    • This task is available only if the Retain Sales Order/Quote History check box is selected in Sales Order Options.
  • Can also run this utility from Sales Order Options by selecting the Retain Sales Orders/Quote History check box and clicking Yes when prompted to create sales order and quote history if data exists in the data entry files but not in the sales history files.
    • Note: Back up your data before running this utility.

Period-End Processing

The following actions are performed when the period is closed:

  • Prompts the user to print the monthly reports.
  • It purges Sales Order Recap based on the selection made in Sales Order Options.
  • If retaining customer sales history, all current-year sales information is updated to the Last Year fields and any sales history for customers with no current-year activity is removed based on the number entered at the Years to Retain Sales History field in Sales Order Options.
  • Increments the current period in Sales Order Options.

 

To learn more about period-end processing in Sage 100 Sales Order, call the Sage 100 experts at Accounting Business Solutions by JCS today at 800-475-1047 or email us at solutions@jcscomputer.com. Our experienced Sage 100 consultants offer Sage 100 training classes, including how to use period-end processing in Sage 100 ERP, Sage 100 Manufacturing, and Sage 100cloud.

Tracking Sales Orders in Sage 100

Learn about Tracking Sales Orders in Sage 100 in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

 

Tracking Sales Orders in Sage 100

Open Sales Order Report

Use the Open Sales Order Report to view information for all or a selected group of open sales orders. A variety of options for this report make it a helpful tool for tracking and analyzing sales orders. These options include:

  • Ability to base the selection criteria on a sales order number, customer number, ship date, bill-to name, and salesperson
  • Option to include just new, open, or on hold sales orders
  • Ability to include all order types, just one order type, or a combination of order types
  • The extension calculation amount can include the amount ordered or just the amount remaining
  • You can print the report in either a detailed or summary format

Open Orders by Item Report

Use the Open Orders by Item Report to view open orders by item number or description. This is helpful for analyzing or tracking which items are needed to fill open orders. The options on this report include:

  • Ability to include all order types, just one order type, or a combination of order types
  • Choice of whether miscellaneous and special items are included
  • Options for how kit lines appear
  • Ability to base the selection criteria on item number, product line, and warehouse

Open Orders by Job Report

Use the Open Orders by Job Report to view open sales orders by job number. Print this report to track the job numbers of items on open orders, pending processing and shipment.

  • The report is sorted automatically by job number.
  • Ability to base the selection criteria on item codes, job numbers, customer numbers, product lines, and warehouse codes to print.
  • You can print this report in a summary or detail format.
  • This report is available only if Job Cost is activated and integrated with Sales Order.

Open Orders by Promise Date Report

Use the Open Order By Promise Date Report, sorted by promise date, to assist you in ensuring you are meeting obligations to your customers in a timely manner. The promise date is the date you indicate the order would ship.

Sales Order Recap

Use the Sales Order Recap report to view all sales order numbers processed and whether they are open, completed, or deleted. The information on this report is kept indefinitely unless you indicated in Sales Order Options that it should purge at period end or it is manually purged using Purge Sales Order Recap on the Utilities menu.

Back Order Report

Use the Back Order Report to view detailed information on all back orders by item, by customer, or by bill-to name. The information for each back order includes the order number and date, the ship date, and the customer number and name.

 

Are you interested in learning about Tracking Sales Orders  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Tracking Sales Orders in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.

Sales Order Shipping in Sage 100

Learn about Sales Order Shipping in Sage 100 in Sage 100 in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

 

Sales Order Shipping in Sage 100

Sales Order provides a shipping entry system that warehouse personnel can use to quickly and accurately enter items to ship. The shipping entries are normally made after the order is entered but before it is invoiced. Entry is made using either the keyboard or a scanner and only the fields needed by the warehouse staff to pick and pack items for shipment are displayed. Shipping must be enabled in Sales Order Options BEFORE it can be used.

In addition to the features available in Shipping Data Entry, you can link to the power of a multi-carrier shipping program called StarShip developed by V-Technologies. This application automatically calculates freight for a variety of carriers such as United Parcel Service, the US Postal Service, and Federal Express. StarShip produces shipping labels and manifests and performs inquiries on shipments. In addition to Shipping Data Entry, you can access StarShip from Invoice Data Entry and Shipping History Inquiry if StarShip is installed. The StarShip Add-On is NOT taught in this class


Processing Shipments using the Shipping Features

 

Shipping Data Entry – Lines

 

  • Record quantities shipped and back ordered.
  • Cannot add new lines to an order.
  • Drop ship items are not available.
  • Unshipped quantities for item lines where back orders are not allowed, will be cancelled automatically.
  • Buttons are available to either backorder all remaining items or ship them.
  • Lot/Serial # items will require distribution.
  • Package number can be set to allow tracking to a specific package.
  • A barcode scanning device can be sued to facilitate rapid data entry.

 

Item Package Maintenance

  • View or change item quantities by package number.

Shipping Data Entry – Shipping

 

  • Ship Weight field is available if set to allow in Shipper ID Maintenance.
  • Entry in Sales Order Options determines if default weight appears and what is seen in Ship Weight lookup.
  • If set to calculate from weight recorded in Inventory, items on order should have the same units of measure as weight recorded.
  • The Tracking button allows entry of tracking numbers by package. This information will be automatically populated by StarShip if installed and used.
  • ISHIP Shipping Tools web site can be viewed from the Package Tracking button.

Invoicing Shipping Entries

Accepting a shipping entry stores the document in the same files as Sales Order Invoice Entry. Security settings control how invoices from shipped orders are printed. Either it print with the shipping documents or someone needs to print them through one of the other available processes. Orders entered through Shipping Data Entry can be modified from the same entry window if necessary until updated. They can also be viewed and modified as needed through the Sales Order Invoice Entry window until updated.

Packing List Printing

 

Are you interested in learning about Sales Order Shipping  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Invoicing Sales and Updating Orders in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.

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