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 the purchase order, 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, Sage 50 will not automatically 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 Purchase Orders.
  • 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
  • serialized stock.

If you would like to learn more about how to perform this smart function using 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. Sage 50 Training Class. 

Sage Timeslips Support

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.

Invoicing Sales and Updating Orders in Sage 100

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

 

Invoicing Sales and Updating Orders in Sage 100

Batch Entry

Automatically Generating Invoices from Orders

  • You can select orders by order number, date, customer number, salesperson, ship date, or promise date.
  • You can select expired orders and select sales orders by cycle code when generating invoices from repeating orders.
  • After the selection criteria is defined for the orders to invoice, click Proceed.
    • The system selects the order based on the selection criteria but does not generate an invoice until you print and update the Auto Generate Invoice Selection Listing.
  • To print the Auto Generate Invoice Selection Listing, click the Print button.
  • After printing the listing, you are prompted to generate the invoice batch. No invoices are generated unless you click Yes at this prompt.
    • You can clear the orders previously selected by returning to Auto Generate Invoice Selection and clicking Clear.
  • You can modify or delete invoices generated in this task using Invoice Data Entry.
  • You can print the invoices in Invoice Data Entry or by selecting Invoice Printing on the Main menu.

Sales Order Invoice Data Entry – Default Values

You can save default values for just the current Sales Order Invoice Entry session or for future sessions as well. Values saved for future session are stored by user logon or workstation. You can change this information for each invoice if necessary.

Sales Order Invoice Data Entry – Standard Invoice – Header

 

  • An Invoice number is required.
    • Enter an Open Sales Order number to invoice an order.
  • Master and Repeating orders cannot be invoiced directly. They must first be opened as a standard order.
  • Invoices do not require an order. The can be entered from scratch.

Sales Order Invoice Data Entry – Addresses


Sales Order Invoice Data Entry – Lines

 

 

  • When first entering the lines tab a prompt will allow for all items to be shipped.
  • Any line item or field may be modified.
  • Any item form the original order not flagged as shipped when the invoice is saved will automatically be placed on backorder and the order type changed to Back Order.
  • Lot/Serial # items will require distribution.

Sales Order Invoice Data Entry – Totals

 

  • Options for Payment Type are the same as in Sales Order Entry – Totals.
  • A deposit reduces the invoice balance and the GL debit account assigned to that payment type is debited.
  • Quick Print.

Sales Order Invoice Data Entry – Other Tasks

  • Customer Data review or maintenance.
  • Customer Credit History Checking

Sales Order Invoice Data Entry – Cash Sales

  • This is a specific Invoice Type.
  • The cash sales account is debited instead of the AR account. It is defined in A/R Division Maintenance.
  • Customer balance will not be increased.
  • Must still record the actual receipt of cash through A/R Cash Receipt Entry to affect the cash account.

Sales Order Invoice Data Entry – Debit Memos

  • Select the invoice type of Debit Memo to enter a debit memo and follow the same procedures as entering an invoice to increase a customer’s balance.
  • Debit memos are normally issued to a customer for billing errors, freight not billed, or other miscellaneous charges.
  • Enter all amounts as positive amounts.

Sales Order Invoice Data Entry – Credit Memos

  • Select the invoice type of Credit Memo and follow the same procedures as entering an invoice to track sales returns, reduce a customer balance or return inventory to stock.
  • For open-item customers, you can apply the credit memo to a specific invoice or after the fact in Cash Receipts Entry.
  • For balance forward customers, credit memos are automatically applied to the customer’s balance.
  • Enter all amounts as positive amounts.
  • You can return assembled kits to inventory assembled by clicking Yes to ship from stock or disassembled by clicking No to ship from stock.

Printing Invoices

Generating COD Labels

 

Are you interested in learning about Invoicing Sales and Updating Orders  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.

Settling Credit Card Payments in Sage 100

Learn about Settling Credit Card Payments in Sage 100 with Sage 100 training classes from Accounting Business Solutions by JCS!

Settling Credit Card Payments in Sage 100 – Printing Daily Sales Reports and Updating

Sales Order Gross Profit Journal

  • The Sales Order Gross Profit Journal is used as an audit trail. It details net sales, cost of goods sold, gross profit, and associated general ledger accounts for each invoice line item.
  • This is an optional report and is available only if you selected to print this report in Sales Order Options. You cannot reprint it after the invoices are updated.
  • Use this report to track commission on gross profit or by inventory item.

Daily Back Order Report

  • The Daily Back Order Report lists all back orders generated in Invoice Data Entry.

Daily Sales Recap Reports

  • The Sales Recap Reports provides information about your daily sales.
  • The reports printed at this time are selected in Sales Order Options.

Daily Deposit Recap Report

  • The Daily Deposit Recap Report provides a recap by payment type of all deposit payments applied against invoices for the current Sales Journal.
  • This report is only printed if the Print Daily Deposit Recap Report check box is selected in Sales Order Options and if a credit card transaction exists.
  • This report summarizes all credit card, check, and cash deposits received for the Sales Journal.

Sales Order Batch Authorization

Sales Order Batch AuthorizationReport

  • The Sales Order Batch Authorization report provides a log of credit card batch authorizations performed on sales orders and their results.
  • Print this report to begin the credit card batch authorization process on sales orders.

Note: This report is available only if the Enable Batch Authorizations check box is selected in Library Master Company Maintenance.

S/O Job Transaction Report

  • The S/O Job Transaction Report provides all job cost information updated from Sales Order.
  • Printing the journal does not automatically update to the permanent fields.

Note: This report is only available if Job Cost is activated and integrated with Sales Order and a job number is entered on the invoice.

Summary Package Tracking

  • Use Summary Package Tracking to view and track packages shipped. Click Tracking in Shipping History Inquiry or Invoice History Inquiry to open Summary Package Tracking.

You can also use Customer Maintenance if a customer calls to inquire about their shipment by selecting the invoice on the Invoices tab, clicking the Invoice History button, and then clicking Tracking to open the Summary Package Tracking window.

 

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

Print a Crystal Report in Sage 50 and Sage 50cloud

To print a Crystal Report in Sage 50, you must preview the report and print in Crystal Reports. Follow these steps to print a Crystal Report in Sage 50:

  1. In Sage 50, select ReportsCrystal Reports from the main menu.
  2. Highlight Vendor Detail List and click the Preview button or double-click Vendor Detail List.
  3. Click OK to continue. The report opens in Crystal Reports.
  4. Select Report, Refresh Report Data to ensure that the report is displaying the most recent information.
  5. Ensure that Use current parameter values is selected and click OK. The report refreshes.
  6. Select File, Print, Printer.
  7. A message appears, asking if you would like to use the default printer. Select Yes. Then, click OK to print the report. One page of the report is shown on the next page.

 

If you would like to learn more about how to print a Crystal Report 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.

Previewing Crystal Reports in Sage 50 and Sage 50cloud

Previewing Crystal Reports in Sage 50 is easy!

Crystal Reports can be previewed from Sage 50 when the report is displayed in the Crystal Reports Viewer. The viewer automatically refreshes a report when opened, but refreshing the report ensures that the most recent data appears on the report preview. Follow these steps to see how easy previewing a Crystal Report in Sage 50 using the Crystal Reports Viewer is!

  • In Sage 50, select Reports, Crystal Reports from the main menu. The Select a Report window opens.
  • In the Report List, highlight Vendor Balance Graph v9and click the Preview button or double-click Vendor Balance Graph v9. Crystal Reports for Sage 50 starts.
  • Refresh Report Data to ensure that the report is displaying the most recent information by selecting the Refresh Icon (lightning bolt).
  • Once you have finished previewing the report, select Closeto close the Crystal Reports Viewer window and return to Sage 50.
  • Click Close to return to the Sage 50 desktop.

 

If you would like to learn more about previewing 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.

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