Print Work Tickets in Sage 50 and Sage 50cloud

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

Work tickets can be printed and used in various ways. Printed work tickets may be used in your Inventory department to gather the materials needed to build an assembly. Likewise, copies of closed work tickets may be sent along with the necessary materials to authorize the shop to build an assembly.

In Sage 50, you can print work tickets in two ways:

  1. By clicking the Print button in the Work Tickets window
  2. By selecting Work Tickets from the Inventory Report List in the Select a Report window

If you are interested in printing just one work ticket and you already have the Work Tickets window open, print the ticket by selecting the Print button. However, if you are interested in printing a number of work tickets, print the work tickets from the Inventory Report List in the Select a Report window. Use the following procedure to print work tickets in the Select a Report window.

If you would like to learn more about how to print 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.

December 24, 2018 Sage 50 Accounting, Sage 50c, Training Comments Off on Print Work Tickets in Sage 50 and Sage 50cloud
Sage 50 Bill of Materials for inventory management of Sage 50

Sage 50 Bill of Materials Revisions

Bill of Materials Revisions in Sage 50

Revisions allow you to make changes to the bill of materials for assembly items that have been used in transactions. You can access the Revisions window by selecting the Revisions button, which is located on the Bill of Material tab of the Maintain Inventory Items window. The Revisions window lists all revisions that have been made to the bill of materials and the effective date for the revision. From this window, you can either create a new or edit an existing revision. The original bill of materials is always listed as Revision 0 and cannot be deleted.

Sage 50 Bill of Materials for inventory management of Sage 50

Updates

Bill of Material – Revisions are valuable because they update the bill of materials without altering the original bill of materials. Any item built before the new revision date will be associated with the current assembly build. Revisions allow you to make slight changes to the bill of materials without requiring you to create a new Sage 50 inventory assembly.

Although you can use them in a number of ways, revisions are only intended to be used to make minor changes to the bill of materials. To help clarify what constitutes a minor change and to further explain when to use a revision as opposed to another assembly item, consider the following examples:

Sage 50 Bill of Material – Revision vs New

  • When to create a revision: You produce large quantities of an item and occasionally the options for that item change mid-stream. Let’s say that the screw that you are using for the item is no longer available or you want to use a different screw.  By replacing this component only in the bill of materials, you create a revision. This allows you to produce an assembly item that may differ slightly, but is treated identically for inventory purposes.
  • When to create a new assembly item: You produce large quantities of an item and occasionally the options for the item change mid-stream. Let’s say that one of the components for the item has tripled in price.In this case, we recommend that you create a new assembly item instead of a revision. You should create a new assembly item when costs greatly increase or components change significantly.

Changes to the bill of materials are entered on either the Create a New Revision or on the Edit an Existing Revision window. This is dependant upon whether you selected the New or Edit button in the Revisions window.

Modifications

In this window, you can add and delete items, move items up or down on the component list. In addition, you cab change the quantity required. While you have a great deal of flexibility in what you can change. However, it is important to remember that revisions should only be used to make minor changes to the bill of materials.

When entering a revision, a ‘revision number’ is assigned to the revision and will be listed in the window. For reports that list the bill of materials, the corresponding revision number will also be listed on the report.This will help you keep track of which items should be included in the bill of materials.

Two other very important parts of a revision are the Effective Date and the Note. The effective date is important because it determines when a revision will be used by Sage 50 to build or un-build assemblies. Likewise, a note helps you identify the purpose of a revision. If a note is not entered, Sage 50 will automatically insert a generic note. This note includes the date, time, and the Sage 50 user who entered the revision.

To learn more about Bill-of-Material Revisions in Sage 50 and Sage 100, Accounting Business Solutions by JCS offers training classes. Both a Sage 50 Manufacturing and Sage 50 Inventory Management training classes. For Sage 50 support and training, call us today at 800-475-1047 or visit us www.jcscomputer.com.

December 24, 2018 Sage 50 Accounting Comments Off on Sage 50 Bill of Materials Revisions

Quantity Discounts in Sage 50

How do you use Quantity Discounts in Sage 50? What are Quantity Discounts in Sage 50 used for?

The Maintain Quantity Discounts window allows you to set up discounts for items based upon the quantity sold. You can set up your inventory so that when a customer purchases a specified amount of an item, its sales price is discounted by a percentage or a set amount. For example, you could give customers a 10% discount if they purchase 50 or more of a certain inventory item.

When you set up a quantity discount, you can specify up to five different quantity ranges and corresponding discounts. For example, you could create a quantity discount that gives a 5% discount if 25 or more widgets are purchased, 10% if 50 or more widgets are purchased, 20% if 100 or more widgets are purchased (and so forth), until you’ve created as many quantity discounts as you need. You can create a unique quantity discount ID for each item in your inventory, or create one quantity discount and apply it to whichever inventory items you choose. For example, you could create a discount for a seasonal sale and apply the discount to your seasonal inventory items. You could also create a separate discount specifically for lawn mowers. Quantity discounts are available for stock, master stock, non-stock, service, labor, and assembly item classes.

After you set up the quantity discounts and apply them to inventory items, the sales prices will be automatically discounted on quotes, sales orders, sales invoices, receipts, credit memos (Apply to Sales tab), memorized quotes, and memorized invoices.

Note:Quantity discounts are calculated separately for each line of a transaction. If you create a quantity discount where purchasing 40 widgets discounts the widgets by 5%, all 40 widgets must be entered on the same line in order for the discount to be calculated.

When you sell items in multi-pack units, Peachtree checks to see whether the number of units in the multi-pack meets the criteria for a quantity discount. For example, if you create a quantity discount where selling six items gives customers a discount, selling one six-pack of the item (a multi-pack unit that you created) would be treated the same as six individual units. The customer will receive the quantity discount.

If you would like to learn more about Quantity Discounts 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.

December 24, 2018 Sage 50 Accounting, Sage 50c, Training Comments Off on Quantity Discounts in Sage 50

Sales Order Inquiries in Sage 100

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

Sales Order Inquiries in Sage 100

Invoice History Inquiry

  • Use Invoice History Inquiry to view and reprint previously updated invoices.
    • Information is displayed by invoice and you cannot modify the information.
    • You can only reprint invoices if you selected Yes at the Retain in Detail field in Accounts Receivable Options.
  • If you selected Summary at this field, you can access only invoice header information and you cannot reprint invoices.
  • Inquire on a delivery status using the tracking information
    • Note: This task is also available on the Accounts Receivable Main menu.

Inventory Inquiry

  • Use Inventory Inquiry to review information for a specific inventory item.
    • You can access item information without the ability to make changes.
    • Uses the same tabs of information accessible in Inventory Maintenance.
      • This task is only available if Sales Order is integrated with Inventory Management.
      • Note: This task is also available on the Inventory Management Main menu.

Sales Order/Quote History Inquiry

  • Use Sales Order/Quote History Inquiry to view all information for sales orders and quotes.
    • View quote information if the invoice is created using the original quote generated.
    • View deleted sales orders, quotes, and line items if you selected to retain deleted sales orders, quotes, and line items in Sales Order Options.
      • If retaining deleted orders, quotes, or lines using the Prompt option, you can also view the cancellation codes.

RMA Inquiry

  • Use RMA Inquiry to view all return merchandise authorizations created in RMA Data Entry and RMA Receipts Entry.
    • You can inquire on an invoice or a customer for the selected RMA
    • You can view the customer credit history information by clicking Credit.

Shipping History Inquiry

  • Use Shipping History Inquiry on the Shipping menu to view shipments entered in Shipping Data Entry and updated during the Sales Journal update.
    • This task is available only if the Enable Shipping check box is selected in Sales Order Options and if Yes or Summary is selected at the Retain in Detail field in Accounts Receivable Setup Options
  • You can access the Lines tab only if Yes is selected at the Retain in Detail field in Accounts Receivable Options
    • Note: Shipping history information is stored in Accounts Receivable.

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

December 21, 2018 Sage 100, Training Comments Off on Sales Order Inquiries in Sage 100

Receiving and Invoicing Purchase Orders in Sage 100

Learn about Receiving and Invoicing Purchase Orders in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Receiving and Invoicing Purchase Orders

 


Batch Entry

Receipt of Goods Entry – Header

  • If an invoice is received with the goods, you can enter the invoice number.
  • If the invoice is not processed with the goods, the purchases clearing account is credited and later debited when the invoice is processed.
  • To enter an invoice after the receipt of goods, use Receipt of Invoice Entry.
  • There is no general ledger posting for miscellaneous items until the receipt of invoice posting.
  • If the invoice is not received and processed with the goods, the order retains a Back Order status until the invoice is processed.

Receipt of Goods Entry – Address

Receipt of Goods Entry – Lines

  • When you first access the Lines tab, a dialog box will ask if you want to receive the order complete.
  • You can access the Received and Back Order fields but not the Ordered field.
  • When using landed costs, a Landed Cost check box displays for each line item.
  • When receiving lot or serial number items, you must distribute the total quantity received to one or more lot/serial numbers.
  • You must select a taxable tax class if sales tax is allocated to the cost of the item.


Receipt of Goods Entry – Total (no Invoice)

Receipt of Goods Entry – Total (with Invoice # entered)

  • The Landed Cost button is only available if it has been allowed in options.
  • Amounts to allocate are entered by type.
  • Amounts will be only distributed to items with the Landed Cost box checked.
  • Landed Cost can ONLY be entered on Receipt of Goods, NOT on Receipt of Invoice.
  • Landed Cost can ONLY be entered at Receipt of Goods.
  • Sales tax is calculated only if the Allow Tax and Freight Entry During Receipt/ Return of Goods Without an Invoice check box is selected in Purchase Order Options.
  • Sales tax is calculated for the tax codes assigned to the tax schedule selected on the Header tab.
  • Only the non-recoverable percentage defined for each tax class is allocated.
  • Sales tax is calculated on freight only if freight is set up as taxable.

Recording Invoices separately from Receipt of Goods

Invoices may be recorded separately from the Receipt of Good. If this is done, both documents must be entered if you want to affect inventory counts. Receipt of Invoice does not affect Inventory quantities. The Receipt of Invoice window looks and works similarly to the Receipt of Goods window.

  • You cannot receive goods in this task
  • You do not need to receive the goods to enter a receipt of an invoice.
  • If the invoice amount is different from the receipt of goods amount for an item, the difference posts to the purchase order variance adjustment account in Product Line Maintenance.

Adjusting Receipt / Invoice Variances

  • You can review any variation between quantities received and invoiced or changes to sales tax when you print the Receipt/Invoice Variance Register and the variance amounts post or adjust in General Ledger.
  • You can correct variation in unit cost using the Adjustment feature in Inventory Management Transaction Entry.
  • When using the Average, LIFO/FIFO, or Lot/Serial valuation method, you must enter two adjustment lines, the first line entering a negative receipt and the second a positive quantity against the same cost tier, lot or serial# with the correct cost.

Printing and Updating

 

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

December 18, 2018 Sage 100, Training Comments Off on Receiving and Invoicing Purchase Orders in Sage 100

Purchase Clearing Reports in Sage 100

Learn about Purchase Clearing Reports in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Purchase Clearing Reports in Sage 100

It is Important to reconcile the purchases clearing account BEFORE closing the period.

Purchases Clearing Account

Each product line in Inventory Management is assigned a purchases clearing account. The purchases clearing account is a liability holding account. It is credited when goods are received into inventory whether the goods are received in Purchase Order or Inventory Management.

  • This account contains the value of inventory received but not invoiced.
  • When the invoice for goods is updated, the purchases clearing account is debited and the accounts payable account is credited, thus, clearing out the purchases clearing account.

Purchases Clearing Report

Use the Purchases Clearing Report on the Period End menu to simplify month-end reconciliation of the purchases clearing account balance with open amounts on purchase orders.

  • The report can be sorted by purchase order number, product line, vendor number, and item code.
  • You can optionally select to include all or only specific item types, which include Inventory Items, Miscellaneous Items, and Special items.
  • Additionally, you can define a selection criteria based on such fields as the purchase order number, vendor number, order date, item code, product line, and inventory account number.

Purchases Clearing in Open PO Format

Use the Purchase Clearing in Open PO Format report on the Period End menu to print the total purchases clearing amount, including any special and miscellaneous item amounts. If printed for all orders, the total purchases clearing amount should match the Purchases Clearing account balance.

  • The report can be sorted by purchase order number, vendor number, required/ expired date, and vendor purchase name.
  • Additionally, you can select to include or exclude orders on hold, print comments, and define a selection criteria.
  • An asterisk (*) prints next to each line item included in the purchases clearing amount.

 

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

December 18, 2018 Sage 100, Training Comments Off on Purchase Clearing Reports in Sage 100

Purchase Orders Reports in Sage 100

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

Purchase Orders Reports in Sage 100

Cash Requirements Report

The Cash Requirements Report provides a summary of open purchase orders and total cash requirements for any three consecutive future periods. This report is helpful for analyzing future cash needs and effectively planning cash flow. Options for printing this report include:

  • User defined periods
  • Summary or detail format
  • Selection to include open invoices from Accounts Payable
  • Selections for determining discounts

 

Purchase Order Recap

The Purchase Order Recap report provides a complete review of all purchase orders processed through the system.

  • All purchase orders whether open, completed, or deleted are included on the report.
    • Deleted purchase orders are identified as Cancelled in the Status column.
  • The purchase order recap information is purged during period-end processing if the Purge PO Recap at Period End check box is selected in Purchase Order Options and there is no receipt history for that purchase order. If this check box is cleared, the recap information is retained indefinitely.
    • You can manually purge this information by selecting the Purge Completed or Cancelled PO Recap task in Period End Processing.

Purchase Order Receipt History Report

The Purchase Order Receipt History Report provides a history of all receipts, invoices, and returns applied against purchase orders.

  • This report is not available if No is selected at the Retain Receipt History field in Purchase Order Options.
  • Options for this report include detail or summary format and the ability to print received lines only.
  • Additionally, you can select to define a selection criteria based on the vendor purchase name, job number (if integrated with Job Cost), and work order number (if integrated with Work Order).
    • You can manually purge receipt history using the Purge Purchase Order Receipt History task on the Purchase Order Utilities menu or you can retain it indefinitely.

Purchase History Report

The Purchase History Report provides period-to-date, year-to-date, and prior-year purchase information for each vendor and item.

  • This report is available only if the Retain Purchase History check box is selected in Purchase Order Options.
    • This report is helpful when analyzing the volume of business you conduct with specific vendors.

General Ledger Posting Recap

The General Ledger Posting Recap report provides a detailed listing of all postings to General Ledger from Purchase Order.

  • You can enter a selection of posting dates to print. The report total shows the grand total of all posting activity through the specified ending date.
  • Printing the report at the end of each period provides a convenient summary of receivables transactions used to post to a manual general ledger.

 

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

December 18, 2018 Sage 100, Training Comments Off on Purchase Orders Reports in Sage 100

Purchase Orders Inquiries in Sage 100

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

Purchase Orders Inquiries in Sage 100

Vendor Inquiry

The Vendor Inquiry task provides read-only access to the same information found in Vendor Maintenance and Vendor Inquiry in Accounts Payable.

Item Inquiry

The Item Inquiry task provides read-only access to the same information found in Item Maintenance and Item Inquiry in Inventory Management. If Inventory Management is installed for the company, this task is available regardless of whether or not you are integrating Purchase Order with Inventory Management.

Receipt History Inquiry

The Receipt History Inquiry task provides summary and detailed receipt history. Search options include vendor name, number, or receipt number. The Zoom button on the Lines tab allows you to access Inventory Inquiry for the selected item. (Receipt History Tracking must be turned on in Options to use)

Purchase Order Inquiry

The Purchase Order Inquiry task provides read-only access to the same information found in Purchase Order Entry, regardless of the status of the purchase order.

 

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

December 18, 2018 Sage 100, Training Comments Off on Purchase Orders Inquiries in Sage 100

Return of Goods Entry in Sage 100

Learn about Return of Goods Entry in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Return of Goods Entry in Sage 100

  • Can enter returns against a specific PO, but it’s not required.
  • Can enter an Invoice Number to create a debit memo, but it’s not required.
  • Authorization Numbers are not required.
  • A yes/no prompt to return all items will appear when going to the Lines tab.
  • Lot/Serial #’s will need to be distributed.
  • You must have a quantity at the Ordered and Received fields to enter an amount at the Returned field.
  • Return of goods reopens the purchase order and the returned quantity is placed on back order..

Printing Return Orders

Updating Returns

Material Requisitions

Used to track and print internal requisitions.

  • Similar entry to standard purchase orders, but vendor and purchase address have been replaced by Requested By and Department fields.
  • Qty. Ordered has been replaced by qty. Requested.
  • Totals tab is read only with no freight or sales tax fields.


Material Requisitions Issue Entry

  • Used to fulfill requisitions.
    • Issues can be either direct, for issued against specific Material Rec. PO numbers.

Updating Material Requisitions

 

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

December 18, 2018 Sage 100, Training Comments Off on Return of Goods Entry in Sage 100

Tracking Purchase Orders in Sage 100

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

 

Tracking Purchase Orders in Sage 100

Open Purchase Order Report

The Open Purchase Order Report provides information for all or a selected group of open purchase orders. A variety of setup options for this report make it a helpful tool for tracking and analyzing. These options include:

  • Choice of sorting by order number, vendor number, required date, and vendor name
  • Option to include orders with a particular status
  • Ability to include all order types, just one order type, or a combination of order types
  • You can print the report in either a detailed or summary format

Open Orders by Item Report

The Open Orders by Item Report lists open orders by item number or description. This is helpful when analyzing or tracking what items are on order with vendors. The options on this report include:

  • Ability to include all order types, just one order type, or a combination of order types
  • Ability to base the selection criteria on item number, product line, and warehouse
  • You can print the report in either a detailed or a summary format

Open Orders by Job Report

The Open Orders By Job Report is available only if you are integrating Purchase Order with Job Cost. It provides a report of open purchase orders by job number to facilitate the tracking of outstanding orders for each job. A variety of setup options for this report make it a helpful tool for tracking and analyzing. These options include:

  • Option to include orders with a particular status
  • Ability to include all order types, just one order type, or a combination of order types
  • You can print the report in either a detailed or a summary format

Open Orders by Work Order Report

The Open Orders By Work Order Report is available only if you are integrating Purchase Order with Work Order. It provides a report of open purchase orders by work order number to facilitate the tracking of outstanding orders for each work order. The setup options for this report include:

  • Option to include orders with a particular status
  • Ability to include all order types, just one order type, or a combination of order types
  • You can print the report in either a detailed or a summary format

Expected Delivery Report

The Expected Delivery Report is sorted by the delivery date. The delivery date is the date you indicated each item on the purchase order is required. This report can assist you in ensuring your vendors are meeting your requests for items in a timely manner and alerting your warehouse of possible deliveries. The setup options for this report include:

  • Ability to sort by delivery date, item number, or warehouse/item number
  • Ability to base the selection criteria on item number, delivery date, product line, and warehouse

Expected Delivery Recap Report

The Expected Delivery Recap Report summarizes the expected deliveries for outstanding purchase orders for any three consecutive user-defined periods.

  • Total quantities to receive for each item are displayed for each of the periods.
  • If Inventory Management is integrated with Purchase Order, this report provides the on-hand quantity, the committed quantity, the available quantity, and the quantities on the purchase order for each item.

 

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

December 18, 2018 Sage 100, Training Comments Off on Tracking Purchase Orders in Sage 100
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