Sage MAS 200 Consultant

Sage 100 Resource Center

Certified Sage MAS 200 (Sage 100) Consultant – Knowledge to share, resources to lean on and results to depend on. Schedule a complimentary discovery call with a Authorized Sage MAS 200 reseller. Speak directly to a consultant, ask your questions and receive a written estimates on services. Specializing in Sage MAS 200 support for inventory control, payroll, barcoding, EDI, shipping and Manufacturing. A qualified consultant can help you understand how to best use Sage MAS 200 aka Sage 100 to manage your business information.

 

Sage MAS 200 Certified Consultant

Sage MAS 200 Certified Consultant – Helping small businesses get the most value out of their Sage MAS 200 software. Add value to your business, gain efficiencies and reduce cost by leveraging all the advanced features found in Sage MAS 200. Experienced advise helping you go beyond just accounting with Exceptional Sage MAS 200 support services.

  • Control
  • VisibilitySage MAS 200 consultant for support, integration guidance, help with custom reports, data migrations and upgrades and private Sage MAS 200 training classes. Learn how to master Sage MAS 200 or discover all the updated features added to Sage 100. Certified Sage MAS 200 consultant Authorized Sage MAS 200 reseller for support services and assistance with Sage MAS 200 Sage MAS 200 consultant, MAS 200 Consultant, MAS 200 support, Sage MAS 200 Support, MAS 200 training, Sage MAS 200 training, mas 200 consultant near me, sage mas 200 consultant near me, sage consultant, sage mas consultant, sage accounting consultant, mas consultant, Sage MAS200 consultant, MAS200 Consultant, MAS200 support, Sage MAS200 Support, MAS200 training, Sage MAS200 training, mas200 consultant near me, sage mas 200 consultant near me, sage consultant, sage mas consultant, sage accounting consultant, mas consultant
  • Connected Systems
  • Mobile Access
  • Reliability

 

Sage MAS 200 Assistance

Are you looking for assistance for a legacy version of Sage MAS 200? Work with an experienced Sage MAS 200 consultant that can provide continual support for your software installation. Get advice on pros and cons of upgrading to the newer versions of Sage 100. We can help you with a strategy to move your Sage MAS 200 data to a current version and provide budgeted costs for Sage MAS 200 Support Services.

 

Sage MAS 200 Consulting Options

  • Sales – Best pricing on software solutions
  • Training – helping users learn how to set up best practice, processes and understand what they are doing.
  • Integrations – Automatically update information between systems
  • Upgrades – Making sure your system works at peak performance
  • Customization’s – Helping set up systems to work best for your business

 

Sage MAS 200 Standard vs Advanced Versions

Sage MAS 200 – why use Sage MAS 200 Advanced? The recommended version of Sage MAS 200 is Advanced. The software is exactly the same from Standard to Advanced. These are the necessary steps to convert from Standard to Advanced.

  1. Upgrade Sage MAS 200 Standard to Sage MAS 200 advanced
  2. Complete a customer system modification request form to you
  3. The customer must sign this form
  4. Submit the form into our office for processing
  5. The form is submitted to Sage using the Sage portal
  6. Sage representatives will generate new system registration keys
  7. The On premise software server will need to be updated
  8. Workstation setup reinstalled on each workstation
  9. The Sage MAS 200 data would also need to be migrated.
  10. The advanced version can accommodate more users
  11. The advanced edition is better suited for remote access using a terminal server
  12. Final step the Sage keys on your system must be updated

 

Sage MAS 200 Custom Reports Services

Good information is the key to making business decisions. Dashboards and reporting can help you gain insights into your business operations. Experienced in:

  • F9
  • Sage Intelligence
  • Sage Dashboard
  • Microsoft Power BI
  • Crystal Reports

 

Qualified Consultant Supporting Sage 100 (formerly Sage MAS 200)

Accounting Business Solutions by JCS provides telephone, remote-access and on-site support for Sage 100 formerly Sage MAS 200, Intuit, JobOps and MISys along with other third-party software. For over 30 years our nationwide Support services include setup, integration, data conversion and training consultant for Sage MAS 200 Software

When you need a strong Sage MAS 200 consultant for support for custom reports using Crystal Reports, Sage intelligence and Business Insights Dashboard along with Microsoft Power BI if you want interactive dashboards. Reach out to speak to a Sage MAS 200 consultant 800-475-1047 or email solutions@jcscomputer.com.

– Or –

visit www.jcscomputer.com and for Sage Timeslips Support for Sage 50 Manufacturing

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Compare Sage 50 to Sage 100 – Is it time to make the move?

Sage 50 vs Sage 100

Quickly discover the top features found in Sage 50 vs Sage 100 with a side-by-side comparison. Learn if Sage 50 or Sage 100 is a better solution to give you real time control and visibility to support your growing business during a live complimentary demonstration. Once you discover the Pros and Cons of Sage 50 (formerly Sage Peachtree) and Sage 100 (formerly Sage MAS 90 and Sage MAS 200) you’ll know which Sage solution is the best fit and if and why this might be right time to make a move. Accounting Business Solutions by JCS helps businesses understand Sage 50 vs Sage 100 differences every day and optimize them properly.

 

Sage 50 vs Sage 100 Compare features to learn more about Sage 50 compared to Sage 100. Upgrade Sage 50 to Sage 100 Sage 50 vs Sage 100 Key Differences Compare Sage 50 to Sage 100 Learn what makes Sage 50 different from Sage 100 Understand the pros and cons to determine which Sage Software solution is the best fit for your business

Learn Key Differences – Advantages And Disadvantages

  • Features – Choices for integrations, customization and extended functionality
  • Scalability – Do you need room to grow, more users and transaction volume.
  • Architecture – Understand the overall design of the data base, API and access.
  • Stability – Is it time for go to market speed, performance and responsiveness.
  • Visibility – Help to quickly find, report and understand your business KPI.

 

Authorized Sage Reseller

When you need real time control and visibility work with Sage certified consultants who know Sage 50 and Sage 100, we’re often asked about the differences between them. Our answer to this question varies depending on the unique profile, challenges, and goals of each one of our small business customers.

This is why we engage in a 2-step process with every small business owner who calls us. The first step is a free Discovery call; this allows us to learn all about your business including:

  • The accounting software you’re currently using,
  • Why and how you’re using it,
  • If you’d be better served by learning how to leverage all of its features,
  • Or if you’ve “outgrown” it and are ready to upgrade.

 

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Then, we schedule a complimentary Demo to illustrate the findings that surfaced during our Discovery call and highlight our recommendations.

In some cases, after our free Discovery call, we find it’s best for customers to take additional training on Sage 50 to learn more about the Sage 50 features they have access to but aren’t fully applying.

Other times, the results of our Discovery call make it very apparent that it’s time to upgrade to Sage 100, or in its latest true cloud-based software program – Sage Partner Cloud.

 

For example . . .

 

Here’s a Start To Compare Sage 50 vs Sage 100

If you’re a small business owner who truly only needs 5 “custom fields” for use per module and you’re OK with limited ability to customize reports and forms, then Sage 50 will accommodate you nicely – as long as you understand how to fully utilize the “custom fields”.

But, if your company needs a virtually unlimited number of user-defined fields, and vast flexibility for customizing reports and forms, then you’re ready to upgrade and unleash the full power of the Crystal Reports used in Sage 100.

That’s just one of the differences between Sage 50 and Sage 100 that we can spotlight for you to make it easier to understand which version is best for you and your business. Join us for a discussion on Sage 50 vs Sage 100.

 

“Accounting Business Solutions by JCS has been my reseller for over 5 years with a proven track record for consistent knowledgeable and quality support. I highly recommend them.” J. Brown

 

Which business owner are you?

Are you a Sage 50 user who isn’t getting the most out of it OR are you a growing small business owner who’s ready for a “bigger box”?

Once you understand the main differences between Sage 50 and Sage 100, you’ll be closer to having that answer.

Which of these features and functions are most important to you?

  • Multiple Warehouses & Shipping
  • Inventory Items
  • Vendor-specific costs & and Customer specific pricing
  • Quotes, Sales Orders, & Purchase Orders
  • Sales Commissions & Price Discounts

 

Let’s take a closer look… What really are the key differences between Sage 50 vs Sage 100!

We are asked a lot “Is Sage 50 the Same as Sage 100?” The short answer is No!

 

Data File Size

In Sage 50 there are data limitations to the amount of information can be loaded into your demographic lists as well as the volume of transactions that can be recorded and stored in Sage 50.

Sage 100 does not have either of these limitations.

Do You Need Multiple Warehouses & Real Time Shipping?

Warehouses Logical or Physical

Sage 100 accommodates companies with multiple warehouses, with tracking for each built in, including separate reordering info and product locations. These can be physical or logical ware house locations.

There is also a multi-bin option – by warehouse location – with a fully integrated barcode scanning option.

Sage 50 can only accommodate companies with 1 warehouse with allowance for up to 20 contacts with shipping information and no allowance for alias or alternate part numbers. There is a maximum of 1 bin location per item in Sage 50.

 

Features For Shipping & Tracking

Sage 100 has unlimited ship-to accounts including sales tax tracking by ship-to address, national accounts, up to 36+ price levels or pricing by customer by item and the ability to print barcodes.

With Sage 100’s shipping module you can print a packing slip, then ship without having to post the invoice and multiple fully integrated add on option to interface with FedX, UPS and USPS (and more) and send tracking information back to the customer invoice.

You can look up prior orders and purchases during quoting, creating sales orders, and invoice entry – and that’s just for starters!

In Sage 50, you use reports or dashboards to look up sales and purchase history.  In lieu of true shipping, in Sage 50 once you ship the order it creates an invoice that updates to the open Accounts Receivable.  There is a shipping add on option for tracking information back to the customer invoice.

 

Inventory Items for Sage 50 vs Sage 100

Sage 100 offers inventory items in a range of types – lot, serial, raw materials, or finished items with the ability to report/view traceability.

Additional Sage 100 options include: a physical inventory count process that over time allows for visibility into shrinkage; the ability to scan time and material to travelers /work tickets; a field service option.

Sage 50 inventory items can be raw materials, serialized items, or finished items, but Sage 50 has no physical count processes; these are manually entered using inventory adjustments.

 

Bill of Materials

In Sage 100, Bill of materials (BOM) can have phantom builds and options and the ability to have nested BOM.  Multiple BOM revisions can exist. The Revision retains a complete history of the evolution of the BOM each time it’s modified by storing an accessible copy of the entire bill for each time a revision is entered.

The BOM for any production run can be modified as your needs require. Full manufacturing capabilities are available for repetitive or made-to-order processes using production manager or operations management along with a scheduling option that really streamlines manufacturing processes.

In Sage 50, BOM are just the components needed to make the finished items and are single level only. There is no automated process for managing multi-level BOM.

No manufacturing features are included other than the ability to use a BOM to make a finished item. No scheduling or made-to-order options are available, nor is there the ability to scan time or materials to work tickets. A work ticket only provides the ability to print the BOM that have been assigned to the finished Sage 50 item number. Only the current revision can be produced, and no modifications to the BOM can be made at the time of production.

 

Compare Vendor-specific Costs & Customer-specific Pricing

Sage 100 has separate Receipt of Good and Receipt of Purchase Invoice entry windows so that item receipts without an invoice do not show up in AP aging, as they do in Sage 50.

Additional Sage 100 inventory items benefits include customer /vendor alias item numbers, the ability to track vendor cost individually by the vendor part number, calculated delivery times and last cost that can be easily seen in the inventory item view.

Quantity pricing can be set for each price level per item including customer-specific pricing.

Sage 50 offers 10 pricing levels and discount by customer only. To get the cost by vendor for the same part a custom report is required. Only 1 quantity price definition can be assigned to an item and only 1 warehouse and 1 bin location by item is allowed.

However, Sage 50 does offer a fully integrated barcode scanning option as an add-on product.

 

Quotes, Sales Orders, Invoices, & Purchase Orders

In Sage 100 quotes, sales orders and invoices, each detailed line item has a field for anticipated ship date by item and offers a discount by line item.

The purchase orders also have detailed line items with a field for anticipated receipt date. Different dates can be used per line item on both the sales order and purchase order.

Sage 50 only has one transaction date on the header portion of quotes, sales orders, invoices, and purchase orders.

 

Compare Sales Commissions, Price Discounts, & Sales Tax

In Sage 100, it comes with 1 license for Sage CRM, can track and calculate salesperson commissions by sales, profit, and percentage and can have up to 2 sales reps per invoice and each can have their own commission percent and is fully integrated.

Sage 50 can only report on sales profitability by sales rep and has a single directional integrated CRM.

In Sage 100 customer discounts can be calculated by line item on the sales order, quote or invoice by the customer. This is particularly useful for promotional offers that grant quantity price breaks or price breaks on the overall sales order, quote, or invoice.

Sage 50 discounts are calculated on the inventory item based on the price level. Discounts are also only available against an entire invoice.

In Sage 100 allows for tracking sales tax by ship to location or use tax on purchases. Sage 50 does not.

Sage 100 more closely adheres to GAP standards by not allowing deletion of posted transactions or editing them without an audit trail as can been done in Sage 50.

 

“Accounting Business Solutions by JCS has been phenomenal to work with! Definitely took the time to get to know my organization and provided outstanding work.” J. Silver

 

Is Sage 50 still the right fit for your business or is it time to upgrade to Sage 100?

Let’s find out! During your free Discovery Call we’ll learn if Sage 50 is – or can be – the best software for your needs. However, if it’s time for an upgrade to Sage 100, we’ll point out why and how it’s time to make that happen during your complimentary Demo.

 

What will be your reason for upgrading from Sage 50 to Sage 100?

Many of our customers who have upgraded from Sage 50 to Sage 100 immediately begin using – and benefiting from – the anticipated shipping dates feature for both the sales order and purchase order that relates to individual line items, not just the entire order.

But there are so many more Sage 100 features that can trigger a business owner to make the move to Sage 100. Call now to compare Sage 50 vs Sage 100.

 

Compare Sage 50 Differences to Sage 100 Review Sage 50 Partner Cost vs Sage 100 Reseller Price Sage 50 vs Sage 100 Learn how and why to upgrade Sage 50 to Sage 100

 

Let us help you discover during a live contrast of top 10 differences between Sage 50 vs Sage 100!

Sage 50 to Sage 100 migration guidance for your small business.

 

“Ever since our business relationship with Accounting Business Solutions started in 2006,they  have provided consistent expert level support and exceptional service that is professional.”  – Henry G.

 

Call 800-475-1047 Today! Let’s get started with a free Discovery Call! We’ll listen and learn about your business, so we understand what drives your revenue stream.

 

Knowing that whatever drives your revenue steam dictates the best solutions for your business, Accounting Business Solutions by JCS will focus your free Discovery call – and complimentary Demo – on what solution is best for you.!

 

How to get the cost to upgrade from Sage 50 to Sage 100

When upgrading from Sage 50 to Sage 100 – During an initial discovery call below are a list of frequently asked questions we will need to review in detail before any estimates of service and software costs can be provided. Normally businesses bring over demographic lists and balances only but from time to time we do bring in sales history.

This compiled information provides a baseline of your business model and needs and will be important during a live software demonstration. Learn why you may have outgrown Sage 50 and may need Sage 100 to grow your business.

 

These Sage 50 questions will help determine if an upgrade to Sage 100 is right for you

  • Will this be a start-up company in Sage 100 or a conversion from an existing Sage 50 company?
  • Describe how your current Sage 50 system work at a high level?
  • How many active customers do you have?
  • Do you charge sales tax?
  • Would multiple ship to addresses help?
  • How many active vendors do you have?
  • What is the total number of active inventory items you have?
  • Would you use multiple warehouses?
  • Does you use Bill of Materials?
  • How many active bill of materials does the company use?
  • Typically, how many open AP invoices are there at the end of each month?
  • Normally, how many open AR invoices are there at the end of each month?
  • How many open Purchase Orders do you find at the end of each month?
  • What is the number of open Sales Orders you have at the end of each month?
  • Would we use existing chart of accounts?
  • Do you want sales history from your current Sage 50 company file?

 

Sage Software Frequently Asked Questions

Question: How do renewal costs from Sage work on Sage 50?

Answer: Sage 50 is named users – meaning you pay for each user who will log into Sage 50 at any time.

Sage 100 is concurrent users – meaning you only pay for the number of users who need to be in at one time.

Question: How does Sage renewals work for Sage 50 when we will be purchasing Sage 100?

Answer: Typically the way the renewals for Sage works for folks going from Sage 50 to Sage 100.

When you purchase Sage 100 you will need to purchase the number of licenses you will need.

You can pay monthly or annually.

Once you cut over on Sage 100 and have decided that you will only need say 1 license for historical look ups

then a request is made to Sage to prorated refund for Sage 50 for the unused amount of time

up to your expiration less the 1 user you will keep.

 

Tips and Tricks on how to clean up Sage 50 before you convert to Sage 100.

Steps to complete when upgrading from Sage 50 to Sage 100. These are the first steps to help you successfully migrate from Sage 50 to Sage 100.

 

The first step is to clean up the Sage 50 Lists

How to remove Unwanted Customers

Confirm the customer has no outstanding accounts receivable invoices

Mark the customer inactive

When to remove Unwanted Vendors

Confirm the vendor has no outstanding accounts payable invoices

Mark the vendor inactive

Unwanted Inventory items

Confirm the inventory items has no quantity on hand or value on the inventory valuation report

Mark the inventory item inactive

*this is to only bring over active customer, vendors and inventory items

 

The second step is to clean up Sage 50 Open transactions

Review the accounts receivable aging report and complete/void/reverse/write-off any transaction you do not expect to be paid. You can also review for credits showing because a receipt is dated prior to an invoice.

Next, review the accounts payable aging report and complete/void/reverse/write-off any transaction you do not expect to pay. You can also review for credits showing because a check is dated prior to a bill.

Review the Inventory Valuation Report and resolve all negative inventory quantities and/or costs. Confirm quantities and values against the Item Costing Report.

 

The third step is to Confirm your General Ledger trial balance is in balance

This is critical to start off on when you make the move to Sage 100. Review each of the subsidiaries and clean out other unneeded information when you migrate to Sage 50

Print the open sales order report with a starting date of 01.01.2010 (or previous)

If you need to specify a date to close the sales order, use the first day of your current period 1

Print the open purchase order report with a starting date of 01.01.2010 (or previous)

If you need to specify a date to close the purchase order, use the first day of your current period 1

 

The last step is to review and clean up your Sage 50 Bank Reconciliation

Clean up any outstanding deposits and checks you do not expect to clear the bank.

this is to only bring over transactions that you expect to use in the future in Sage 100

 

When you are ready to have a live demo when upgrading Sage 50 to Sage 100 reach out 800-475-1047 Today! We’re ready to help you!

 Sage 50 Year End Checklist and Sage 100 Year End Close Checklist and Sage Timeslips Support

Sage 100 Production Management

Guide to Sage 100 Manufacturing

Leverage The Power of Sage 100 Manufacturing – Want to learn how?

Sage 100 Manufacturing – Manage your entire manufacturing process with Sage 100 Manufacturing with minimized effort. Sage Software defined Sage 100 for manufacturing with three progressive levels built in. Starting with simple assembly to large scale repetitive production or custom make to order jobs. Sage 100 has specific tools manufacturing companies like you need when you are ready to scale up your production but need a cost effective, easy-to-use manufacturing software that provides visibility, supply chain management and pinpoint inventory control. Reach out for free Sage 100 Manufacturing demo 800-475-1047

 

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Options for Sage 100 manufacturing to choose from

  • Bill of materials
  • Production Management
  • Operations Management

 

Fully integrated Sage 100 Manufacturing Accessories Include:

  • Barcode Scanning – pick, pack and verify using scanners
  • Shop Floor Control – Easy data collection for time and material
  • Enhanced Scheduling – Manage and prioritize jobs in progress
  • Multi-bin – track one item in multiple bin locations
  • On-the water – visibility into inventory on the water

 

Sage 100 Bill of Materials – Simple, yet Flexible Bill Of Materials features:

  • Revisions
  • Options
  • 99 levels
  • Sales kit
  • Yield and scrap
  • Disassemble
  • Engineering change
  • Miscellaneous charges
  • Cost Roll up

 

Sage 100 Production Management– Sage 100 for Repetitive Manufacturing, Fabricators and Discrete Manufacturing Companies:

  • Generates purchase and production recommendations
  • Define build times, lead times to manage supply and demand
  • Purchase Agent generates Purchase Order without manual entry
  • 1-step creation of POs and Work Tickets during sales order entry
  • Work tickets can be edited until work ticket close
  • Real-time inventory using dynamic inventory
  • Labor hour estimates and actual tracking
  • Scrap/yield capabilities
  • Sage PM maintains original and revised budgets for labor, materials, and other direct costs to deliver real time visibility
  • Custom reports using Sage Intelligence or Crystal Reports
  • Overhead calculations

 

Sage 100 Operations Manager – Sage 100 For Make To Order Manufacturing:

Comprehensive, integrated job management system that delivers both operational and financial information from a single, reliable source. It improves the communication flow between departments by reducing redundancies, minimizing paperwork, and delivering management tools critical to your success. Make work tickets based on

  • Templates – predefined BOM including steps, outside services with quantity estimates
  • Bill of materials – pre-defined bill of materials
  • Previous Work Tickets
  • Existing Work Tickets
  • Customized as you go

 

Sage 100 Inventory Requirement Planning Features:

Sage 100 Inventory Requirement Planning – What you gain with IRP Generation is product build times, lead times, and supply and demand functions. These are combined to forecast future needs for an inventory item you build.

  • Order Material to specific Work Ticket – choose to order into inventory or auto issue to a work ticket
  • Automatic Generation of Purchase Orders – create new or add to an existing purchase order
  • Purchase Items Reports – Visibility all in one place to view and execute purchase orders.
  • Production Items Report – View all orders defined as “make to stock”
  • Inventory Management Integration – Manage reorder, lead times and product build times
  • Automatic Generation of Work Tickets – expiate the process for “make to stock” items
  • Purchase Order Integration – Use the purchase dashboard to purchase to stock or to the job.
  • Sales Order Integration – uses open sales order to identify demand and estimate fulfillment
  • Production Management Integration – optionally power the auto generation of work tickets

 

Sage 100 Work Order and Sage 100 Material Requirement Planning

For Sage MAS 90 and Sage MAS 200 manufacturing companies using Sage 100 work order and/or Sage 100 Material Requirement Planning Sage has announced end of life for these two modules. Sage has completed a migration path and options are now in place to upgrade your Sage 100 work order and Sage 100 material requirement planning.

  • Sage 100 Work Order – Sage 100 Work Order and MRP will reach end of life in March of 2023
  • Sage 100 Material Requirement Planning – Sage 100 MRP will reach end of life in March of 2023

Guide on How To Use Sage 100 Production Management Bill of Materials

Sage 100 production management replaces Sage 100 Work Order. Learn the entry process for Sage 100 Manufacturing – ERP / MRP – Maximize efficiency thru all stages, increase productivity with accuracy and visibility across all operations. Call to discuss the Sage 100 options for Manufacturing Businesses.

 

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Sage 100 manufacturing is a suite that includes:

  • Integrated functionality for financial management
  • Sales
  • Customer service
  • Distribution
  • Inventory
  • Manufacturing
  • Built in business intelligence for data analytics.

 

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Sage 100 manufacturing can be completed if you only need the bill of materials Use Sage 100 Production Entry to record manufactured items increasing the quantity on hand for finished goods into the Sage 100 Inventory module. During Production Entry specify the component quantity, consumption or scarp for corresponding component parts before the actual manufacturing process, during or after.

 

Steps for Sage 100 Production Management Entry

 

1. Select Production Entry from the Sage 100 Bill of Materials Main Menu

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2. When first accessing the program Sage 100 will prompt you for an accounting date. Enter the date the production was processed on. Otherwise go to step 3.

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3. Click the # icon to get the next batch number. Although not necessary, enter a comment to identify the batch. Click Accept when done.

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4. Click the # icon again to get the next Production Number.

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5. Click the Magnifying Glass to look up the Bill Number you wish to post production for. Select the item from the list and either double click the item from the list or highlight the item and click the Select button.

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6. After selecting the Bill Number for the item being made, enter the quantity that was made.

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7. Click the 2 Lines tab and verify the component items and the quantities used. Make any necessary adjustments for scrap as needed. Click the Accept button when done.

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8. Repeat steps 4 – 7 if there are more production entries. Otherwise you can either X out of the program and go back to the menu or you can click the Printer icon down in the lower right hand corner of the Production Entry window to update the production postings. If the Printer icon is selected to update the production postings then proceed to step 9.

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9. Select the Batch Number you want to update by clicking the Print check box shown to the right of the Batch Number. Click Proceed.

New York, City Los Angeles, Chicago, Houston, Philadelphia, Phoenix, San Antonio, San Diego, Dallas, San Jose, Austin, Jacksonville, Indiana, San Francisco, Columbus, Fort Worth, Charlotte, Detroit, El Paso, Memphis, Boston, Seattle, Denver, Washington, Nashville, Baltimore, Louisville, Portland, Oklahoma, Milwaukee, Las Vegas, Albuquerque, Tucson, Fresno, Sacramento, Long Beach, Kansas, Mesa, Virginia Beach, Atlanta, Colorado Springs, Raleigh, Omaha, Miami, Oakland, Minneapolis, Cleveland, Wichita, Arlington, New Orleans, Bakersfield, Tampa, Honolulu, Anaheim, Aurora, Santa Ana, St Louis, Riverside, Corpus, Christi, Pittsburg, Lexington, Anchorage, Stockton, Cincinnati, St Paul, Toledo, Newark, Greensboro, Plano, Henderson, Lincoln, Buffalo, Fort Wayne, Jersey, Chula, Vista, Orlando, St Petersburg, Norfolk, Chandler, Laredo, Madison, Durham, Lubbock, Winston, Salem, Garland, Glendale, Hialeah, Reno, Baton Rouge, Irvine, Chesapeake, Irving, Scottsdale, North Las Vegas, Fremont, Gilbert Town, San Bernardino, Boise, Birmingham

 

10. The next process will print a report showing you what items were made and what items were used along with their corresponding quantities. Verify that the proper printer is showing. Change the printer if necessary. Verify the date. Click Print to print the register.

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11. Shown below is an example of the report

 

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12. After verifying that the data on the report is accurate then click the Yes button to update the Production Entry. Otherwise click no and go back to step 4 and look up the record that you need to either update or delete and renter if necessary following steps 4 through 7. After clicking the Yes button the system will update the quantities on hand for those items that were made and used. If adjustments need to be made after clicking Yes then they will have to be made in the Inventory Module using Transaction Entry found on the Main menu.

Sage 100 Accounts payable, Sage 100 accounts receivable, Sage 100 general ledge, Sage100 bank reconcilation

 

13. This Completes the Production Entry Process.

Once you have Sage 100 Production Manager for Sage 100 Manufacturing purchased it is easy to activate your new Sage 100 ERP module.

Registering Sage 100 Production Management

  1. Access Library Master Setup menu > Scanco Product Registration.

Note: Registration information is obtained when Sage Production Management is downloaded from the Sage Production Management Downloads Page.

Sage 100 manufacturing software, Sage 100 Manufacturing, Sage 100 ERP, Sage 100 Production Manager

  1. Verify the correct Sage 100cloud Serial number and User Licenses displays.
  2. Select the Activate button.
  3. Select OK in the New keys activated. message.

 

Sage 100 ERP, Sage 100 Manufacturing, Sage 100 Production, Sage 100 Production Manager, Sage 100 Production Entry

 

  1. Verify Activated displays in the Status field for the J/T Production Management – MTS product code record.

Sage 100 manufacturing, Sage 100 ERP, Sage 100 manufacturing consultant, Sage 100 ERP consultant, Sage 100 consutlant, Sage 100 manufacturing consultant

  1. Select the Close button.

 

Retired Sage 100 Features

JobOps Make to Stock Import – no longer needed since make to stock transactions are built into Sage 100 manufacturing

Sage 100 Work Order, Sage 100 Work Order Consultant

Purchase Agent – As purchase agent / CEM will become the MRP solution in Sage 100, the purchase agent product will be retired for new sales for customers on version 2019 or higher.

  • Major new capabilities
  • Dynamic Inventorysage 100 MRP, Sage 100 MRP Consultant, Sage 100 material requirement planning, Sage 100 material requirement Planning consultant
  • Editable work order after release
  • Cost Analysis by step and work order
  • Simplified inquiry view
  • Simplified transactions and transaction entry
  • Capture costs from Accounts Payable

 

With the release of Production Management for Sage 100 Version 2019

Sage 100 work order, Sage 100 Job Cost, Sage 100 Work order consultant, Sage 100 job cost consultant

the following products will be retired:

  • WO Scan – replaced with Sage 300 manufacturing
  • JO Scan – Replaced with Sage 500 manufacturing
  • WO Efficiency – replaced with Production Management Capabilities

 

Migration path from Sage MAS 90 or Sage 100 Work Order Sage 100 Production Management

to a Business Framework Manufacturing solution Sage 100 Version 2019Sage 100 work order, sage 100 production manager, sage 100 work order consultant, sage 100 production manager consultant

  • Make to stock only
  • Major new capabilities
  • Dynamic Inventory
  • Editable work order after release
  • Cost analysis by step and work order
  • Simplified Inquiry View
  • Simplified Transactions and transaction entry
  • Capture cost from Accounts Payable

 

 

 

For assistance with Sage 100 Production Entry and  Sage 100 Production Management and / or  Sage 100 Manufacturing

Give our certified Sage 100 Consultant a call 800-475-1047

 

Sage 100 manufacturing, Sage 100 manufacturing support, Sage 100 manufacturing consultant, Sage 100 manufacturing demo, Sage 100 production manager, Sage 100 production manager support, Sage 100 production manager support, Sage 100 production manager demo, Sage 100 operations, Sage 100 operations support, Sage 100 operations consultant, Sage 100 operations demo, Sage 100 reseller, Sage 100 bill of materials reseller, Sage 100 production manager reseller, Sage 100 operations reseller, Sage 100 manufacturing reseller, Sage 100 reseller support, Sage 100 reseller consultant

 

Sage 100 Month End Close Checklist

Sage Timeslips Consultant

Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

Sage 100Cloud Software News 2019

Sage 100Cloud Software News 2019

Save while you can. The latest software offer on Sage 100Cloud until 9/30/2019.

Outgrown your current Accounting Software?

Sage 100cloud is ideal for companies that have outgrown their current accounting software or manual processes. This powerful business management solution can collect, store, manage and interpret data across one business or multiple businesses. Over the past several years Sage Software has added so many rich benefits. With so much in functionality now your company can combine modules to build an ERP system optimized for your business as it grows.

For Small to medium sized manufacturing companies

Move beyond simple accounting software with Sage 100cloud manufacturing to help you manage your manufacturing. They new Manufacturing and Production Management modules have all the power most small to medium sized manufacturing companies need.

If you are a make to order, custom manufacturer, repetitive manufacturer, assembler, or job shop this manufacturing program is worth a look. If you perform field service once the product has been installed at your customer there is a module that can handle this also. Visit Sage 50 Support.

For existing MAS 90, MAS 200 and Sage 100 users

If you are out of date on your maintenance program and now would be a good time to upgrade.

If you’re using a retired version of Sage 100, you’re no longer eligible for product updates and therefore not taking advantage of latest features and upgrades! This is a very cost effective way to get back on a current maintenance plan.

If any customization’s have been made to your Sage product there are a few special considerations that need to be reviewed prior to upgrading to the latest version such as are those previous enhancements now built into Sage 100Cloud manufacturing.

To learn more give us a call 800.475.1048

 

Sage 100Cloud

Sage 100Cloud

 

Timeslip Training

Accounting Software Training

Manufacturing Inventory Accounting

Manufacturing Inventory Accounting: What Happens to an Inventory Account When Materials Are Bought, Requisitioned, Manufactured, used in jobs or Sold?

If your company is a construction, distributor or manufacturing business using software and are seeking information to help understand how it should work within the software system or if you are new to these processes and are looking for better inventory control, this will help.

This document is intended to give you a high-level view and help you understand what happens to quantities on hand when items are bought, requisitioned, manufactured and/or sold. Each part of the process has its own best practices and its’ own ‘accounting under the hood’ during these various phases of inventory control. Let’s get started. Here is a simple rundown to help you understand these concepts from beginning to end.

Purchases

Individual items are often referred to as raw material or components in a manufacturing environment; products for distribution; or materials for a Job. They are typically purchased through the use of a purchase order and received at the dock. The quantity on hand is increased by the number of items received and the cost of each item is typically tracked by some predetermined costing method. Tracking allow us to see the quantity and value of our inventory as an asset. Later, that tracking will also provide the tools to assign costs when they are used in manufacturing or are used on a job. Ultimately, that tracking allow us to assign a cost when completing a sale, thus granting the ability to view the profit that has been realized. Along the way, we can keep up to date with information about quantities bought, sold, used, expended, transferred or lost to mishap. Some business requires traceability for the movement of items throughout the entire manufacturing process or from purchase to sale. Manufacturers often refer to this as “quote to cash.” The receipt of items at our dock, should increase the value of our inventory while at the same time establishing either a liability for the purchase or an accrual, pending receipt of a future accounts payable invoice.

Purchased items may also be delivered directly to a client location. Usually when the documentation for this type of delivery is recorded, it is considered a ‘drop shipment’, and we are concerned mainly with recording the increase in our material expenses. When the delivery client location is a job address however, we may rather increase an asset amount in a work in process account.

Items may also be managed as non-stock when we are either, not concerned with tracking it’s value, don’t need to worry about quantities on hand, stock availability, profitability per item or sale or where tractability and/or more exacting profitability figures are not required. Sometimes it makes sense to use nonstock items when the cost of the item is so small that managing the process of recording the information is not cost effective.

When making the purchase where a vendor ships product to you and allows you to pay on account, the accounting that occurs is an increase (or debit) to inventory with a corresponding increase (or credit) to a liability account. If an invoice is received with the materials or goods, the liability would be recorded as an accounts payable amount, but if not, it is accrued in a pending payables, purchases clearing account or Accounts payable accrual account depending on your companies terminology to be relieved or transferred to accounts payable when the invoice document actually arrives and is recorded.

When making a purchase where cash, check, debit or credit card is used to directly buy inventory, the offset to an increase (debit) in inventory value would either decrease (credit) our cash in the bank or increase (credit) in the liability to our credit card company. If you are using a credit card to make the purchases, you may also want to reconcile the credit card accounts when the statement from the vendor arrives.

When recording the completed shipment of items that were ‘drop shipped’ to our clients, we usually increase (debit) our expense for the goods we purchased unless the materials were delivered to the site of our ongoing job, the transaction would most likely increase (debit) a work in process (WIP) account. Both of these would be offset appropriately based on the terms of cash or credit purchase provided by the supplier and as already outlined above.

Material Requisition, Issues, Usage or Assembly:

The first step of production, when manufacturing, is the purchase of the items or materials needed. These materials may be purchased to stock for later use during the manufacturing process or directly to a job for a project. Material issue, is the movement of materials from stock into the production process, typically for a specific job, project or production run. The entire production process is recorded in the financial records of the company, and each stage of the process may have its own journal entries. This doesn’t always mean that the overall value of inventory actually changes. Learning about the journal entries that take place during the course of the production process can help you understand the effects of production on your overall financial position. A work in process (WIP) account, may be used to track the value of materials that have been specifically earmarked for a job to help segregate them from items that are available directly for sale, while still tracking costing and other information to allow for reporting on budgeting, management of resources, traceability and ultimately to allow for profitability reporting and budgets versus actual expenses and revenue.

Issuing materials, also known as putting materials into production, is the second step in the production process. Normally, company’s account for direct and indirect materials separately. Direct materials, meaning materials that can be directly traced to finished products, are recorded as an increase (debit) in work in process and a decrease (credit) in inventory account associated with that material at the time they are issued to a production run or job. When recording indirect materials, those that cannot be directly traced to finished products, we instead increase (debit) a manufacturing overhead account while decreasing our materials inventory. Because the process of issuing direct materials is a transfer between two inventory accounts, the overall inventory balance on the financial statements may not change during the lifecycle of any given production step.

Manufacturing of Finished Goods is closely related to job costing, but there are a few major differences.

Manufacturing typically utilizes the demands on inventory to assist in the timing of the inventory procurement process. To manage manufacturing production, we may need shop floor controls and the ability to track the status of items as the process of production plays out. Steps in the manufacturing process may need to be tracked to derive required item status information or when coupled with workstations, provide a framework to assist with capacity planning. Jobs tend to be broken into steps called phases and cost codes, but here the statuses we need to track are usually a % of completion. Specific instructions or CAD drawings needed for a production step may sometimes be more detailed than phase plans found in job costing. Both manufacturing and job costing may benefit from the ability to establish estimated revenue, estimated expenses and to track and manage change orders. Bar code capabilities may also provide a great assistance in a manufacturing environment by helping to manage item movement during the receiving, issuing, usage or consumption to the job and shipping steps.

When items are used during the manufacturing process, most often the material used in production are depleted by one of three methods.

Bill of Materials Assembly/Production:

This is a good choice if production management does not require work in process tracking and either the items you make have a consistent bill of materials or are repetitively manufactured items with only minor alterations to the materials needed. At the point where production is recorded, meaning the finished item is completely assembled and ready for shipment to the customer, the quantity of component items, defined by the bill of materials, are removed from inventory and finished items are increased by the quantity produced. The cost associated with the finished quantity is a factor of the cost of materials used. At the most basic level, the cost of the materials used is simply moved from the raw materials inventory account to the finished goods account. In more comprehensive systems, additional costs, like labor or overhead, may also be included in the cost associated with the finished product. These additions may be added as additional costs to increase the finished product inventory account, but would come out of an overhead or a labor used in manufacturing account, rather than a raw materials inventory account.

Work Orders or Work Tickets:

This method is most effective if you have manufacturing process where there is a significant need to manage inventory demand over time. In other words, if production takes a long time to complete and items need to be accounted for as they are used, or if your need to correlate multiple distinct production runs in order to properly manage material demand, work tickets provide an excellent tool. Work order systems often also proved tools to allow for variation on a standard bill of materials.

Work order systems may include the ability to predefine the steps needed in the manufacturing process and allow for the printing of ‘shop travelers’ or other documents to help manage the process through all of its stages. At some point, in this type of system, the cost of materials are moved from their raw materials inventory to a work in process tracking account. Once goods are completed, the costs are transferred out of the work in process account, decreasing (crediting) it’s balance. At the same time the total cost of production is used to increase (debit) the finished goods inventory. With complex bills of manufacturing involving multiple steps, the work in process account may have been increased as each step is completed and other costs like overhead or labor are recorded. Like a material issue, final assembly is often recorded as a transfer between inventory sub-accounts, and the overall inventory balance does not change. For more complex production, inventory accounts may have increased as the additional costs associated whit each completed step are recorded. The cost of goods manufactured will remain in the finished goods inventory account until the goods are sold.

Kitting

The last method is often called kitting. In this method when a finished product is invoiced, special behind the scene tools in the system, decrease the materials inventory by the quantities defined for the kit, based on their cost as tracked by the inventory system. In this instance there is a decrease (credit) in the materials inventory account with a corresponding increase (debit) in our cost of goods sold account with no intervening involvement of a finished goods inventory account.

Additional Cost of Manufacturing

Costs, other than materials, may be included as part of any of the depletion methods to increase the cost of a finished product in stock or increase the costs associated with a project or job when it is sold. These additional costs may include, labor, labor burden, subcontracted work, overhead or equipment use. Often these costs have been accounted for in other ways, so the GL accounts affected usually decrease (credit) an expense account in order to correspondingly increase (debit) the inventory account associated with the finished product. Many manufacturing systems, when the process is being tracked on Work Orders or Work Tickets, allow the definition of the operations that take place and work stations where operation steps are performed to produce a finished product. As reporting takes place on the status of these operational steps, these systems often record the the accumulation of these additional cost while allowing for oversite and management. Defining work stations and operations also provide a framework for the scheduling or available resources allowing management to identify conflicts for those resources and providing a timetable to completion. When bills of material (BOM) are combined with the management of operations and shop floor resources, it is often referred to as a bill of manufacturing. In a simple BOM assembly or kitting situation, these additional costs are often standardized and added in to the bill of materials.

Sales and Cost of Goods Sold

Deposits to jobs or manufactured items normally should be reflected as a deposit to the job, project or order. Deposits generally increase (debit) our cash in the bank while at the same time, increase (credit) our liability in a customer deposits account of some sort. The deposit should be applied to the balance due from the customer usually during the final part of the billing cycle. In a manufacturing situation, this is usually when the item is shipped while in a job cost situation where billings may be periodic or incremental, it could take place at any time up until long after the final billing when the job or project is finally considered fully complete. When the deposit is finally applied, the amount decreases (debits) customer deposits while at the same time, decreases (credits) accounts receivable, reducing the balance due from the customer.

The final step in a manufacturing environment is the sale of the items produced. The quantity being sold is shipped and recorded as such on an invoice to deplete the quantity on hand for each item being shipped. The revenue is recognized as an increase (credit) to the appropriate sales account while also increasing (debiting) accounts receivable and the balance due from the customer. Since inventory is being depleted, the inventory account is also decreased (credited) by the cost of the item and that same cost, will increase (debit) the cost of goods sold (COGS) account associated with that item. The cost associated with the sale is dictated by a costing method assigned to the product being sold.

The difference between revenues and cost of goods sold is the gross profit on the sale. If the increase (credit) to our sales account is more than the increase (debit) to our cost of goods sold account, the sale resulted in a profit.

 

Job Costing needs tend to differ from manufacturing in the following areas:

Both Manufacturing systems and Job Cost may require that labor, labor burden, overhead, sub-contracted services or labor, and equipment costs be rolled into the cost of what is being sold. Both often want to be able to estimate or budget their work and duplicate or review prior work for to achieve more competitive sales while insuring a profit. Each has a hierarchy of applied cost. Though highly individualized for every business entity, Manufacturing tends to rank materials as their most important cost, followed by an overhead consisting of labor, equipment, labor burden and transportation while sometimes including subcontracted services. In Job Costing time (both supplied and subcontracted labor and equipment) followed by materials is the usual hierarchy followed by labor burden and other overhead costs.

They both may also want to break their work into smaller steps for better reporting and management with the added benefit of incremental reporting providing the potential for forecast possible issues in time to make changes prior to the completion of the work. For Manufacturing, those increments are often broken down into work centers or operations, while in Job Costing we see breakdowns called phases and cost codes.

In Manufacturing systems, we generally bill customers for the product that was manufactured while Job Costing might follow one of 3 main billing methods; percent of completion, completed jobs and time and material.

The term Job Costing is most often used in the construction industry. Often the project lifecycle is longer than in Manufacturing. Labor and outside service along with actual material tend to be posted to a job during the period in which the expense occurred and comparison reporting between the actual expense and budget are review on a regular basis. Some job costing applications also use a WIP (completed job) type accounting method. Most Job Costing applications are geared towards cost tracking and often do not assist a business in the procurement process or scheduling process.

In the completed jobs accounting method, actual costs are accumulated in to WIP accounts during the life cycle of the job. Once the job is completed and the final invoice to the customer is created, the accounting entry increases (debits) accounts receivable while increasing (crediting) revenues. At the same time the expenses that have been accumulated in WIP are removed (credited) from WIP and added (debited) to the appropriate expense accounts. Both these transactions are normally recorded in the same accounting period.

In percentage of completion jobs, billing is based on the percentage of actual work has been completed for a Job. This could be based on a comparison of estimated vs actual expenses as tracked in the system or on a percent complete as reported from the jobsite. For example, if $500 of an estimated $2,500 in expense costs have been spent or if the project manager has reported and had approved completion of 20% of the work, the 20% of the total sale amount can be billed for the billing cycle. This billing method may use a WIP type accounting method, where cost are accumulated in WIP and redistributed at the time of billing as in the completed jobs method, or the costs may simply be expensed as they occur. When expensed directly, each invoicegenerated for a job, will only increase (debit) accounts receivable while increasing (credit) revenues.

In Time and Materials (T&M) Jobs,  all costs are directly expensed to the job. From the tracked time costs, like labor, subcontracted services or equipment usage, and tracked material costs, are used to bill the customer. Revenue is recognized when each customer invoice is generated and expenses are recorded at they are received.

 

Accounting Business Solutions by JCS specializes in inventory control software, assisting contractors, distributors and manufacturing companies in leveraging technology. Our consultants are certified in Quickbooks and Sage software, including Sage 50 and Sage 100, as well as manufacturing add-ons such as JobOps and MiSys Manufacturing. Call us today at 800-475-1047 today!

What’s New in Sage 100 and Sage 100c 2018

What’s New in Sage 100 and Sage 100c 2018?

Support – Training – Consultant – Reseller

Feature enhancements for the latest updates in Sage

Sage 100 2017.2

Accounts Receivable – Payment Setup Wizard

To help set up credit card and ACH payment processing through Sage Exchange account a payment setup wizard has been added. After setting up your Sage Exchange account, the wizard will guide you through enabling ACH payment processing and credit card processing in Company Maintenance and creating payment types.

Payroll – Sage 100 Direct Deposit Service Processing

Changes were made to the Process Employee Pre-Note and Direct Deposit Transaction Window:

  1. A warning message will appear if you select a batch that has already been sent or has an effective date that has passed
  2. The Select Sent button has been renamed to Select Batches Previously Transmitted and is now at the bottom of the column of button
  3. The Select Not Sent button has been renamed to Select Batches Never Transmitted and has moved to the top of the column of buttons

Sage 100 2017

Global Enhancements

Enhanced Auto-Complete

In previous versions this feature only considered the beginning of the text in the searched fields. Now, when using the updated feature, your search criteria is compared with all words within the searched fields. For example, if you have a customer named Allen’s Appliance Repair and a customer named Appliance Services, typing Appl in the Customer No field results in a list that includes both customers. The number of fields included in the search has been expanded to include the ability to search for vendors by phone number. Try typing the phone number (digits only) in the vendor no. field.

 

Build Search Index Utility

In order to activate the enhanced auto-complete feature, run the Build Search Index utility on the Library Master Utilities menu. If this step isn’t run, the auto-complete will run as it did prior to the enhancement. This utility can be run after creating a new customer, vendor and item records so that the records are indexed and appear in the auto-complete results. When running the utility it updates the index for all of your companies. Use the Task Scheduler to automatically run the indexing utility on a regular basis.

Full Text Search Option in Lookup Windows

A full text option has been added to the Search list in the Lookup windows. When Full Text is selected, search criteria is compared with the data in all columns available in the lookup window. The search criteria must match the beginning of a word. For example, if you have a customer named Market Supplies and another customer named Village Market, if you type Mark in the search results, Village Market will not show up.

Search for Empty Fields in Lookup Windows

Now there is the ability to search for fields that do not contain any value in the lookup windows. Select a field from the Search list then select Is Empty from the operand list then click find.

Maintain Commodity Codes for Miscellaneous and Inventory Items

Maintain a list of commodity codes and associate them with miscellaneous items. Commodity codes are included with the data send when processing level 3 credit card transactions in the Sales Order module.

  • A Commodity Code field has been added to the Main tab in Product Line Maintenance. A Commodity Code check box has been added to the Apply Product Line Information window so that you can apply the code entered in the Product Line Maintenance to the selected Inventory items within the product line.
  • There is a new Commodity Desc field displays the commodity code description in Sales Order Entry and Sales Order Invoice Data Entry.
  • Common Information Setup menu now has Commodity Code Maintenance added. This task can be used to maintain a list of commodity codes and their descriptions. Codes and descriptions are available in the lookup views for Commodity Code fields. Click the Apply button to assign a Commodity Code range of items.
  • Selecting an item in the Sales Order Entry and Sales Order Invoice Data Entry, the code entered in the item’s maintenance task is the default value in the Commodity Code field. This can be changed.
  • The Commodity Code Import Wizard which is available on the Common Information Utilities menu will guide you through importing commodity codes from tab-delimited text files.
  • On the Main tab in Miscellaneous Item Maintenance there has been a Commodity Code fields added. You can create a new code on the fly or enter an existing code.

Larger Font for Selected Reports

Font size used for selected reports has been increased to improve visibility. Reports have previously been viewed in 6 point font but now is 30-40% taller.

Prior and Next Buttons for Calendar Window

Use the Prior and Next buttons to quickly change from month to month on the calendar window.

Cancel Button Available when Printing Reports

Cancel report printing by clicking Cancel button on the message window that appears while the report is processing.

Suppress “Remove Forms” Message

There is now an option in Role Maintenance that allows you to suppress the message that reminds you to replace forms with paper after printing.

Resizable Memo Maintenance Window

Resize the Memo Maintenance window by dragging the lower-right corner of the window.

New Options on Help Ribbon

New buttons on the Help Ribbon include:

  • Create a Support Ticket
  • Access Sage 100 Knowledgebase
  • Start a chat session with Sage 100 Tech Support

Accounts Receivable

You can now enter ACH payments in the following tasks:

  • Repetitive Invoice Entry
  • Cash Receipts Entry
  • Accounts Receivable Data Entry

This feature is enabled when you have Sage Payment Solutions account that is set up for ACH payments. Enable the feature on the Payments tab in the Company Maintenance and set up ACH payment types in Payment Type Maintenance. Some fields, tasks and tabs have been renamed to reference ‘payments’ instead of ‘credit cards’. Details in the following sections.

ACH Payment Processing

ACH payments are submitted to the Sage Payments Solutions as part of the Cash Receipts Journal and Accounts Receivable Sales Journal update process. They cannot be processed individually.

Data Entry Tasks

The following changes were made in the data entry tasks

  • ACH Payment related fields have been added to the Cash Receipts Deposit window and the Cash Receipts Entry Header tab.
  • The Credit Card tab has been renamed to the Payment tab. Fields related to ACH payments have been added. The Payment ID field has replaced the Credit Card ID field.
  • The Fix button is now available on the Payment tab based on the Allow to Override ACH Payment Transaction security event in Role Maintenance.

Reports and Listings

  • Print a customers’ ACH payment information has been added to the Customer Listing task window. The last 4 digits of the bank account appear in the listing.
  • Credit Card Settlement Report has been renamed to Credit Card and ACH Settlement report to include ACH payments on the report.
  • The last 4 digits of the bank account appear for ACH payments on the Deposit Transaction Report

Maintenance Tasks

  • Now you are able to select ACH Payment as the payment method when in the Payment Type Maintenance
  • An ACH account field now displays in Invoice History Inquiry which displays the last 4 digits of the ACH payment bank account for invoices with ACH Payments. The Payment Information button has replaced the Credit Card Information button and will open a new Payment Information window to view additional details about the payment.
  • ACH payments now appear in the secondary grid on the Customer Maintenance Invoices and Transactions tabs.
  • On the Customer Maintenance Additional tab, the Payment ID field has replaced the Card ID field
  • Customer Credit Card Maintenance window has been renamed Customer Credit Card and ACH Payment Maintenance

Changing Transaction Information

Allow to Override ACH Payment Transactions has been added for security. This security event enables the Fix button on the Payments tab in A/R Invoice Data Entry and Cash Receipts Entry which allows users to update payment transaction information.

Bank Reconciliation

Following check boxes have been added to the Bank Reconciliation Report task window:

  • Keep Window Open After Preview
  • Keep Window Open After Print

Improved Export to Excel or Financial Reports

The Excel file is easier to view and manipulate when exporting Bank Reconciliation reports. Minimum font size 8 points and empty columns and rows are minimized.

Customer Relation Management

Now included with Sage 100 is Sage CRM 7.3. To obtain information on what’s new in this version, see Sage CRM 7.3 SP3 Release Notes. This document is available in the Documentation link in the Sage CRM installation program. On the Auto run screen that appears, click the Documentation link when you start the Sage CRM installation.

Library Master

After selecting a role in Role Maintenance, you can click the Search button and enter search criteria. Matching security events, tasks and module options appear and you can select one to go to its location on the applicable tab.

Sales Order

Enter ACH payments in Sales Order Entry and S/O Invoice Data

A Sage Payment Solutions account is set up you can enable this feature.

 

For more information on Sage 100, Sage 100c give one of our professional consultants a call 800-475-1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

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TAGS: Sage 100, Sage 100c, Sage 100 Support, Sage 100c Support, Sage 100 Consultant, Sage 100c Consultant, Sage 100 Reseller, Sage 100c Reseller, Sage Features, Sage 100 Features, Sage 100 Enhancements, Sage 2017, Sage Training, Sage Consultant

Accounting Business Solutions by JCS Nominated for 2017 Entrepreneurial Excellence Awards – 800-475-1047 – Support – Training – Consultant – Reseller

Accounting Business Solutions by JCS Nominated for 2017 Entrepreneurial Excellence Awards 

FOR IMMEDIATE RELEASE
Lauren LaMantia
800-475-1047

Arlington Heights, IL September 2017– Accounting Business Solutions by JCS the nation’s leading premier provider of technical support and training for Sage Software, Intuit QuickBooks, MiSys, JobOps, Point of Sale, Timeslips, Advanced Reporting and Barcoding announced their nomination for 2017 Entrepreneurial Excellence Awards presented by Business Ledger. The Entrepreneurial Excellence Award recognizes and builds entrepreneurship in suburban Cook County, DuPage County, Kane County, Lake County, McHenry County and Will County Illinois.

“Accounting Business Solutions by JCS always strives to provide highest quality training and support to its customers”, said Jennifer O’Brien, President, Accounting Business Solutions by JCS “Our commitment to growth for our clients is what really sets us apart”.

About Accounting Business Solutions by JCS

Accounting Business Solutions by JCS provides software technical support and training for Sage Software products including Sage 50 (formerly Peachtree), Sage 100 (formerly MAS 90/200), Sage 100 Advanced, ACT!, Timeslips, and Intuit QuickBooks. In addition, JCS specializes in integration between accounting applications and 3rd party add-ons including e-commerce shopping carts, point of sale and barcode systems and customer relationship management applications. Accounting Business Solutions by JCS provides installation, training – online, your site or our training center, technical support, online, on-site or by phone.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage 50 Sage 100 QuickBooks – Accounting Business Solutions by JCS Expands adding a new office in Charleston, South Carolina 800-475-1047 – Support – Training – Consultant – Reseller

Sage 50, QuickBooks Sage 100 Expands to Charleston, South Carolina

FOR IMMEDIATE RELEASE
Lauren LaMantia
800-475-1047

Charleston, South Carolina  – Accounting Business Solutions by JCS the nation’s leading premier provider of technical support and training for Sage Software, Intuit QuickBooks, MiSys, JobOps, Point of Sale, Timeslips, Advanced Reporting and Bar coding announced the addition of a new office in Charleston, South Carolina. A drastic increase in demand for the company’s training and services to the small-medium business market necessitated the addition of the new office.

“Accounting Business Solutions by JCS always strives to provide highest quality training and support to its customers”, said Jennifer O’Brien, President, Accounting Business Solutions by JCS “Our new Facility in Charleston, South Carolina will provide expanded consulting services to our South Carolina based clients”.

About Accounting Business Solutions by JCS

Accounting Business Solutions by JCS provides software technical support and training for Sage Software products including Sage 50 (formerly Peachtree), Sage 100 (formerly MAS 90/200), Sage 100 Advanced, ACT!, Timeslips, and Intuit QuickBooks. In addition, JCS specializes in integration between accounting applications and 3rd party add-ons including e-commerce shopping carts, point of sale and barcode systems and customer relationship management applications. Accounting Business Solutions by JCS provides installation, training – online, your site or our training center, technical support, online, on-site or by phone.

QuickBooks Sage 50 and Sage 100 Charleston. With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

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JCS proudly announces they are an Honoree for Enterprising Women of The Year Championship Award 2017 – 800-475-1047

JCS proudly announces they are an Honoree for Enterprising Women of The Year Championship Award 2017 – 800-475-1047

Accounting Solutions by JCS is proud to announce we have been chosen as an honoree for 2017 Enterprising Women of the Year Champions Award to be received at the 15th Annual Enterprising Women of the Year Awards Celebration and Conference held from Sunday April 2 through Tuesday April 4, 2017 at The Ritz-Carlton Fort Lauderdale, Florida.

Hundreds of nominees across the country were submitted and 31 total Champions were chosen for this prestigious award. To be considered, all women business owners must demonstrate rapid growth in their business, mentor or actively support other women involved in entrepreneurships and stand out as leaders in their communities.

The team at JCS prides themselves in delivering high quality business solutions from our approach to customized consulting based on your business needs to training and endless support. Our certified consultants are humble to be a part of such an extraordinary team servicing the best clients. We look forward to providing exceptional accounting solutions for many years to come.

For more information regarding JCS call 800-475-1047 or visit www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Enterprising Women of The Year Recipient 2017 – Quickbooks Consultant

Enterprising Women of The Year Recipient 2017 – 800-475-1047 – Training – Support – Consultant – Reseller

FOR IMMEDIATE RELEASE

Contact: Lauren LaMantia

Telephone: 800-475-1047

Email: solutions@JCSComputer.com

Website: www.jcscomputer.com

ACCOUNTING BUSINESS SOLUTIONS BY JCS TO RECEIVE ENTERPRISING WOMEN OF THE YEAR AWARD 2017

Prestigious Awards Program

Arlington Heights, Illinois, February 1, 2017 – Accounting Business Solutions by JCS, a nationwide leading provider of accounting software solutions, support and services, proudly announces receiving 2017 Enterprising Women of the Year Champion Award.

“Our success is dependent on great relationships. Our customers and our staff are the 2 best assets we have as a business. Hence, our motto ~ Your Success is our Goal” says Jennifer O’Brien, Lead Project Manager.

The Enterprising Women of the Year Award is widely considered one of the most prestigious recognition programs for women business owners. All nominees must demonstrate leaders in their communities, a fast-growth business and mentor or actively support other women involved in entrepreneurships.

“These Champions excel in a variety of ways through fast business growth, community leadership or as outstanding role models and mentors in their communities. We look forward to meeting our Enterprising Women of the Year Award Winners in Fort Lauderdale early April” said Monica Smith, publisher and CEO of Enterprising Women.

Accounting Business Solutions by JCS provides customer service and support using Sage 50 Accounting, QuickBooks and Sage 100 as the base accounting systems. These systems can accommodate all size businesses effectively by offering valuable solutions for automation and detailed intelligence reporting thus creating streamlined efficiencies for businesses.  Reports are at your fingertips to manage finances, inventory, sales, purchasing, employees, payroll, and CRM databases.

Accounting Business Solutions by JCS

Since 1987, Accounting Business Solutions by JCS has worked with small-medium sized businesses throughout the Midwest to automate accounting, sales, and customer relationship processes.  JCS specializes in detailed business reviews, identifying areas of improvement through various software solutions and support to increase efficiencies.

The US Commerce & Trade Research Institute recognized Accounting Business Solutions by JCS as a 2017 United States Excellence Award recipient for meeting and exceeding industry benchmarks for customer service, product quality and ethical practices.  For more information on Accounting Business Solutions by JCS, please visit www.jcscomputer.com or call 800-475-1047.

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With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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