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

Sage 100 Production Entry

Sage 100 Production Entry Manufacturing

Sage 100 production entry for Sage 100 Manufacturing – ERP / MRP – Maximize efficiency thru all stages, increase productivity with visibility of accurate

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

data across all operations. Sage 100 ERP is a suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing with built in business intelligence for data analytics.

Sage 100 Production Entry

Sage 100 ERP, Sage 100, Sage 100 Manufacturing Consultant, Sage 100 ERP Manufacturing Consultant

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.

Sage 100 Production Entry

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

Sage 100 Consultant, Sage 100 Manufacturing Consultant, Sage 100 Production Consultant

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.

Sage 100, Sage 100 ERP, Sage 100 Manufacturing

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.

Sage 100 Manufacturing, Sage 100 Production Entry, Sage 100 Production Management

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.

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

11. Shown below is an example of the report

 

AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, AS, DC

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.

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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 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.

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  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 100 Work Order

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 Manager and / or Sage 100 Manufacturing

Give our certified Sage 100 Consultant a call 800.475.1047

Sage 100 Month End Close Checklist

Sage Timeslips Consultant

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Sage 100 month end close

Sage 100 Month End Close

How to perform Sage 100 Month End Close Procedure and Checklist

for Sage 100 ERP Small Business Accounting

Month End Close Tips and Tricks

Closing Steps

In Sage 100 the most 5 basic steps include entering all deposits and checks, bank reconciliation, reviewing of financial balances, printing and saving reports and finally closing each module and then beginning entry of  transactions into the new accounting period.

Module Information

Every individual module in Sage 100 has its own steps that should be performed prior to the close. All transactions must be updated to the module and to the general ledger.  By following an organized list each month you will keep your system in balance and moving forward.

Review

Small Businesses walk thru these steps each month end to make sure financial reports are accurate. The result of completing each month in a timely manner is so that the owners can determine profitability each month during the year. The bank reconciliation which is included as a part of the month end close steps confirms all transactions for the monthly period were recorded and is a critical part of the process.

Tips and tricks

Sage 100

Five accounts to reviewed and reconciled each monthly:

  • Cash
  • Accounts Receivable
  • Inventory
  • Accounts Payable
  • Gross Wages

If you are a larger company there may be additional accounts that need to be reviewed for accuracy each month such as fixed assets, prepaid expenses, loan accounts and tax liabilities. If you are distribution or manufacturing company it may include WIP, Finished goods and cost of goods sold. For a month end close checklist follow the links below to request a month end close checklist in excel for your small business.

Sage 100 Small Business Month-End Close Checklist

Request Month End-Close Excel Checklist

Sage 100 Small Business Quarter End Close Checklist

View Quarter End Checklist

Sage 100 Small Business Year End Close Checklist

Review Year End Close Checklist

For more information and support on Small Business Accounting Software visit Accounting Business Solutions by JCS and for services on Sage Software Timeslips visit www.timeslipssupport.com

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Sage 100 Barcode

Sage 100 Barcode Software

Tips For Sage 100 Barcode Scanning

Sage 100 barcode

Sage 100 Barcode

Automate your business and reduce errors with Sage 100 Barcode Scanning Capabilities

Sage 100 ERP barcode for warehouse automation is designed to improve inventory accuracy and warehouse efficiency, allowing your businesses to focus on your operations. Learn More

Streamline your Sage 100 picking and packing process

Streamline your warehouse processes using Sage 100 ERP (formerly Sage ERP MAS 90 and

200) Bar Code to enable your shipping and receiving staff to collect data rapidly and accurately.

Increase your shipping and receiving staff’s data collection using cradle-style or radio-frequency

handheld devices.

Real time inventory information

With reliable, real-time Sage 100 inventory data, you can make quicker more informed business decisions. Gather, validate, and verify an array of data utilizing the power of the features and functionality of Bar Code including inventory counts, quantities, item numbers, and lot and serial numbers of goods shipped and received. Save valuable time over data-intensive manual entry. Advanced Bar Code features can reduce costly data entry errors, such as shipping mistakes such as, shipping the wrong product or the wrong quantity to customers. In addition, Bar Code can automate procedures for dozens of employees, and many businesses discover that bar coding pays for itself within a very short time.

What is a Sage 100 Barcode?

Typically printed on a label to identify a Sage 100 inventory item. A barcode is a method of representing part numbers / SKU data in a visual, machine-readable form. Barcodes represent characters of data by varying the widths and spacings of parallel lines. These barcodes, now commonly referred to as linear or one-dimensional, can be scanned by special optical scanners, called barcode readers.

What are barcode readers?

A barcode reader (or barcode scanner) is an optical scanner that can read printed barcodes, decode the data contained in the barcode. These can be directly attached to a hardware device, a rugged handheld scanning device and today smart phones.

What are UPC codes?

UPC codes are also knows as bar codes, but are issued by a central authority for a fee, and are thus unique in all the world.  If you’re not selling through a retail chain, you don’t need them.

What do I need to use a barcode scanning system with Sage 100?

  • The Sage 100 Bar Code module
  • Scanco’s Bar Code suite or Scan Force Barcode Bundle
  • A barcode printer
  • Smart Phones

MAS 90 and 200) customers who want to automate supply chain operations. Now it is easy to collect data for pick, packing, shipping and verify current inventory levels during a physical inventory count. With Sage 100 options there are now 5 users included that can run on a smart phone.

WOScan and JOScan — Manufacturing Barcode Automation for Sage 100 Manufacturing

The Sage 100 Bar Code module along with Scanco’s Bar Code suite, allows Sage 100 ERP (formerly Sage ERP MAS 90 and 200) Use on the shop floor to collect material and time and work tickets if desired.

What is Included in the Sage 100 Barcode Module?

Barcode Label Printing – Barcode labels can be printed using the Sage 100 label printing software for items that do not already have a barcode label. Use this label during receiving, shipping and manufacturing. With the simple click of a button, your data is updated into your Sage 100 ERP system from your barcode scanner. This includes purchase order receipts, inventory, sales order invoices, bill of materials, and other transactions.

Import Inventory and Purchase Order Transactions – Inventory information and purchase orders are imported directly into the system. Once imported, users can edit and update these transactions as needed.

Picking Sheet Printing – This barcoded picking sheet can be used during the shipping process. Barcoded sales order numbers, quantities, and item numbers are printed and scanned as the goods are shipped. These transactions are updated into Sage 100.

What can I barcode with Sage 100 Barcode Module and Add-ons?

  • Barcode Lot/Serial Labels
  • Barcode Purchase Order Receipt Labels
  • Barcode Sales Order Printing
  • Barcode Bill of Materials Picking Sheet
  • Barcode Production Labels

Increase Efficiencies in your Sage100 Warehouse operations

  • Streamline warehouse processes
  • Scan Sales Orders, Shipments to Invoices
  • Scan Purchase Orders, Receipts to Inventory
  • Faster and more
  • Accurate data collection
  • Process More Data
  • Support efficient workflows

Sage 100 Scanners

If you use a directly attached scanner you can plug it in to your hardware and scan a few bar codes in the item maintenance window, while adding lines to a sales order or purchase order. Most Barcode “Wedge” scanners do not have to be configured.  They have computer chip in them that decodes just about any barcode they come across.  Some are programmable, so that when you pull the trigger and they pick up a valid bar code, they will send (for example) [enter] [tab] <the ascii text in the barcode> [tab] [tab] to the program being used.

There are many different formats of bar code.  One of the easiest ways to print barcodes, is to use a “3 of 9” font in Windows.  (sometimes called Code 39).  There’s no checksum to calculate and print, all you need to do is put an asterisk (*) character at the beginning and end of the text that you want to encode.  (Obviously, you can’t use the asterisk as part of any barcodes). Requires an asterisk at the beginning and end of the ASCII text.   It’s start / stop codes are easy to add (i.e. in Excel)

Most barcodes have a start / stop code, and / or a Checksum.  The start / stop code is how the bar code reader knows it just saw the whole barcode.  The Checksum is how the reader knows it saw it correctly. Code 39 uses only a start / stop code.   Code 128 uses both.

What is Sage 100 Barcode Code 39?

Code 39 is a variable length, discrete barcode symbology. Code 39 uses characters that are displayed in this example it’s “=Concatenate(“*”,A1,”*”).  The Code 39 specification defines 43 characters, consisting of uppercase letters, numeric digits and a number of special characters. An additional character is used for both start and stop delimiters.

Code 39 is a bit more prone to misreads, since there is no checksum.  (but still less prone to error than manually entering these item ID’s. If you are looking at using Code 39 AND picking up UPC-A codes then the part number will need to be the UPC number unless your scanner can interpret both.

More about Code 39 can be found:   http://en.wikipedia.org/wiki/Code_39.

What is Sage 100 Barcode Code 128?

Code 128 is a high-density linear barcode symbology defined in ISO/IEC 15417:2007. It is used for alphanumeric or numeric-only barcodes. It can encode all 128 characters of ASCII and, by use of an extension symbol, the Latin-1 characters defined in ISO/IEC 8859-1.

Code 128 Requires a ‘Check Digit’ calculation included in the barcode. Also uses encoded start / stop codes that aren’t the same as each other. It is possible to have a scanner use UPC-A codes as long as the inventory item numbers are the UPC-A numbers unless your scanner can interpret both.

More about Code 128 can be found: http://en.wikipedia.org/wiki/Code_128 .

Where do I get more information on fully integrated Sage 100 Barcode Scanner?

Sage 100 now offers mobile barcode scanning with Sage Mobility for Barcode. Fewer errors, process more transactions easier and run leaner operations. Sage 100 scanners use pre-existing barcodes or it can generate new ones for you. Plus, it’s completely integrated with Sage 100 and automatically fills fields with the correct information when barcodes are scanned.

Sage 100 Barcode scanning integrates seamlessly with Enhanced Pick, Pack, and Ship and true physical inventory counts or cycle counts. For more information about Sage 100 Scanners for Sage 100 visit www.jcscomputer.com Or give us a call 800.475.1047. Put our 30 years of Sage 100 experience to work for you. Sage Timeslips Support

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Sage 100 Software Price

Sage 100 Software Price

Sage 100 Software Price depends on the number of users and the modules that will help drive your business to the next level. The right software brings real value to your business. Do you leverage all the built-in tools of the software you own? All business need access to analytics and matrix tools right at their fingertips. This can help prioritize decisions based on true business value.

What is Sage 100 ERP Software and how does it bring value to your business? – Sage 100 is a modular based business process management accounting software. You select fully integrated applications to help drive your business operations more efficiently. Lastly it automates the back-office functions related to accounting, CRM, services and human resources.

Some of these are:

  1. Stakeholders can share information and establish early warning alerts for inventory and resource capacity.
  2. Manage deadlines with much better ease.
  3. Measure KPI’s for capital, ROI, growth, net and gross profitability.
  4. Organize, Maximize and prioritize work flow.
  5. Calculate the hours saved by reducing redundant tasks and automating processes

What features in Sage 100 bring the most value to small businesses?

  1. Scalability: Tool up easily by adding new functionality to the system as the business grows and the needs change.
  2. Advanced reporting:  The power of sharing information between departments effortlessly.
  3. Data Integrity: Data quality improves as best practices can be implemented and supported using this fully integrated ERP software.
  4. Lower cost of operations: Managing resources, eliminate delays and reduce your cost of operations.
  5. Integrated CRM: Improve customer relations and customer experiences.
  6. Business analytics: With accurate information you can leverage the power of intelligent analytics tools and make better decisions.
  7. Improved data access: Pinpoint control of user access.
  8. Supply Chain Management: Having the right ERP system in place means improved procurement, inventory, demand forecasting, etc., essentially improving the entire supply chain and making it more responsive.
  9. Reduced complexity and redundant tasks: Perhaps the most elegant argument in the favor of ERP systems is that they reduce the complexity of a business and introduce a neatly designed system of workflows. This makes the entire human resource chain more efficient.
  10. Built in Features for – distribution, manufacturing and field service operations.

Why do many businesses use Sage 100?

  • Strong Distribution features with powerful inventory
  • Production Management
  • Make to Order Manufacturing
  • Shop Floor Control
  • EDI nterfaces
  • Field Service Module
  • Fixed Assets Management

Top Sage 100 ERP Features

  • Accounting and finance.
  • Business intelligence and reporting.
  • Sales and customer management.
  • Purchasing and supplier management.
  • Inventory management and warehousing.
  • Manufacturing.

Latest Sage 100 Features

  • Production Management
  • Paperless Office Supports HTML formatting
  • Paperless Office supports email for attachments.
  • Auto Complete for Account numbers
  • Better error reporting
  • And many more.

Give us a call to learn more about how our Sage 100 consultant can help your small business run more efficiently. Providing sales and support for Sage 100 ERP Software.

Toll Free 800.475.1047 or visit www.jcscomputer.com Free demos and complimentary consultation.

Sage 100 ERP Software

Sage 100 ERP Software

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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

Microsoft Power BI Affordable and Powerful

Microsoft Power BI Affordable and Powerful

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

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

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

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

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

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

  • Per-userPower BI Pro licensing and free licensing. A Power BI Pro license enables access to all content and capabilities in the Power BI service, including the ability to share content and collaborate with other Pro users. Only Pro users can publish to and consume content from app workspace, share dashboards, and subscribe to dashboards and reports. A free license enables access to some of the features of the Power BI service. For more information, see Per-user license type comparison.
  • Capacity-basedPower BI Premium licensing. Premium provides dedicated capacity to deliver more consistent performance and support larger data volumes in Power BI. For individual users, Premium also enables widespread distribution of content by Pro users without requiring Pro licenses for recipients who view the content. For more information, see What is Power BI Premium? Visit Sage 50 Support.

 

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

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

Microsoft Power Feature Comparisions Sage 100 Sage 50 QuickBooks Sage Intelligence

 

Sage 100Cloud Dashboard New Data Visualization

Sage 100Cloud Dashboard

New Data Visualization

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

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

  • Master lists
  • Data entry
  • History
  • Work tables

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

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

 

Sage 100 Sage Intelligence Microsoft Power bi support consultant training

For Sage Intelligence Questions and Answers

Where to access File Layouts information (field and table schema) or the TRSG (Technical Reference and Support Guide) for Sage 100 ERP.

Versions 2018 and later

From the Sage 100 ERP Desktop, click Web Content in the bottom left-hand corner

In the Web Content Navigation Task pane that appears, click Resources

Under Program Information, click File Layouts and Program Information

In the File Layouts and Program Information window that appears, select any of the help topics, which are listed below.

Program Listings

File and Table Listings

File Layouts (Open this to see file layouts organized by module and table name)

Object Hierarchy Listings

Data Class Definitions Listing

File Names and Key Information (Legacy Only)

Cross Reference Information (This topic also includes Old File Names to New File Names Mapping and Old Field Names to New Field Names Mapping.

Object Reference

Prior to version 2018

From the Sage 100 ERP Desktop, click the View menu, then click Tasks

In the Tasks pane, under Sage 100 ERP, click Resources.

In the Resources window, click File Layouts and Program Information.

In the File Layouts and Program Information window that appears, select any of the help topics, which are listed below.

Program Listings

File and Table Listings

File Layouts (Open this to see file layouts organized by module and table name)

Data Class Definitions Listing

File Names and Key Information (Legacy Only)

Cross Reference Information (This topic also includes Old File Names to New File Names Mapping and Old Field Names to New Field Names Mapping.

Object Reference

Note: Prior to Sage 100 ERP (formerly Sage MAS 90 and 200) version 4.00, File Layouts information was available on disc, in a TRSG (Technical Reference and Support Guide) CD-ROM

Sage Intelligence requirements

  • Sage Intelligence must be installed as the Network Administrator.
  • Excel must be installed and activated prior to the Sage Intelligence installation.
  • Excel must be closed during installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)

What is the Sage Intelligence Report Utility?

The Sage Intelligence Report Utility is a tool that you can download from our website, which will enable you to automatically import any of the additional free Sage Intelligence reports.

How does the Sage 100 Sage Intelligence Report Utility work?

The Report Utility detects which Sage accounting or business management solution you are running and will show all the available free reports for your solution. You can then select the required reports to be automatically imported into a “New Reports” folder in the Sage Intelligence Report Manager for immediate use. Once you have installed the Report Utility, a shortcut will appear on your desktop, allowing you instant access to our regularly updated library of free reports.

Do I need to download the Sage 100 Sage Intelligence installer every time I want to check for updated reports?

No. You will only need to download the installer once and thereafter you can simply open the Report Utility from your desktop, showing you all the reports available to you.

Can I still download the reports without using the utility?

Yes. These reports may be still available on the Free Reports Group, although you will have to manually download and import each report individually into your Report Manager.

Does a customer have to be on the current version of Sage Intelligence Reporting to use this? Or could a very old Sage Intelligence Reporting version work with this Report Utility?

The Report Utility is compatible with the latest version of Sage Intelligence Reporting, but has not being tested on previous versions. You can however manually access these reports on the Free Reports Group on the Sage Intelligence Community.

Where will I find all the new reports that I have downloaded into the Report Manager?

There will be a new folder automatically added to your Report Manager folders called “New Reports”.

What version of Microsoft® Excel® does the Report Utility support?

Microsoft® Excel® 2010 +

What Sage Solutions are currently catered for?

Sage 50 US 2016, Sage Pastel V14, Sage Evolution V7, Sage 100 2016 (Std & Advanced), Sage 500 ERP 2016, Sage X3, Sage 100 Contractor US & Canadian Edition (v19.6).

How will I know which reports I don’t yet have?

The Report utility does a check against the reports in your Report Manager. Any reports that you do not have in your Report Manager will be selected. You can choose to download the selected reports or choose the unselect all option and then choose the specific reports you are wanting.

What happens if I mistakenly download the same report twice?

The report will be imported into your Report Manager twice, so you will need to delete the duplicate copy of the report.

How do I delete a report in the Report Manager?

Select the report you would like to delete, right click and select delete.

Can I rename these reports?

Yes. To rename the report, right click on the report and select rename. You will then type in what you would like to call the report and select the ok button.

Can I customize these reports?

Yes. To customize a report, we recommend you first take a copy of the report. Run out the copy report and make your changes in Microsoft Excel, and once complete right-click on the report in the Report Manager and choose to Save Excel Template.

Can I share these reports with other people?

If the user has a Sage Intelligence Report manager license we recommend that you share the link to the Report Utility with them. This way they will also have access to the free reports. Alternatively you could also use the normal export and import function of Sage Intelligence Reporting to share the report with others. If you would like to share the report with non-Sage Intelligence users then you would simply share the Excel workbook as per usual.

Can I request reports to be written?

If you can’t find the report you are looking for, we’d love to hear about your report ideas. Reports are are prioritised based on the number of requests received per idea/suggestion, ensuring that customers get what they need, when they need it.

Are there any pre-requisites to using the Sage 100 Sage Intelligence Report Utility?

  • Sage Accounting/BMS solution
  • Sage Intelligence Report Manager
  • .NET Framework 4.5 (this is automatically installed if you don’t have it)
  • Excel 2010+

If I am running two or more Sage Intelligence solutions on my machine how will the Utility work?

When you running the Installer, you will be prompted to say which Sage solution you would like to run it on.

Key functionality

Sage 100 Intelligence Reporting offers you four modules for purchase depending on your reporting requirements:

  1. Sage 100 Report Viewer

Run existing reports, in real time, when you want them.

  1. Sage 100 Report Manager

The Report Manager license allows you to do everything the Report Viewer does, plus it allows you to edit and customize your standard report templates and save them for future use, create new reports, sort drill-down and aggregate your data, and automate the distribution of your reports. Note: Sage 100 Business Care customers receive one Report Manager license for free.

  1. Sage 100 Report Designer

The Report Designer has revolutionized financial reporting! It gives you two methods to create and control your financial reports depending on your Excel knowledge and your unique business requirements.

  1. Sage 100 Connector

The Connector enables you to access and consolidate information from multiple sources.

Sage Intelligence for Accounting

Feature Updates

Sage 100 Sage Intelligence requirements

  • Sage Intelligence must be installed as the Network Administrator.
  • Excel must be installed and activated prior to the Sage Intelligence installation.
  • Excel must be closed during installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)

Excel Financial Functions for Sage Intelligence Quick Reference Guide

NPER function: Returns the number of periods for an investment

Syntax: NPER(rate, pmt, pv, [fv], [type])

Syntax Example: NPER(6%/12 (rate), -175 (pmt), 10000 (pv))

The Excel NPER function calculates the number of periods required to pay off a loan, for a specified constant periodic payment

and a constant interest rate.

FV function: Returns the future value of an investment

Syntax: FV(rate,nper,pmt,[pv],[type])

Syntax Example: FV(11%/12 (rate), 3 years *12 (nper), -1500 (pmt),)

The Excel FV function calculates the future value of an investment with periodic constant payments and a constant interest rate.

PMT function: Returns the periodic payment for an annuity.

Syntax: PMT(rate, nper, pv, [fv], [type])

Syntax Example: PMT(10%/12 (rate),5 years *12 (nper), 100000 (pv))

The Excel PMT function calculates the constant periodic payment required to pay off (or partially pay off) a loan or investment,

with a constant interest rate, over a specified period.

IPMT function: Returns the interest payment for an investment for a given period

Syntax: IPMT(rate,per,nper,pv,[fv],[type])

Syntax Example: IPMT(8%/12 (rate), 4 (per),7 years *12 (nper), 50000 (pv))

The Excel IPMT function calculates the interest payment, during a specific period of a loan or investment that is paid in constant

periodic payments, with a constant interest rate.

NETWORKDAYS function: Returns the number of working days between a start and end date

Syntax: NETWORKDAYS(start_date, end_date, [holidays])

Syntax Example: NETWORKDAYS(01/01/2012 (start_date), 31/01/2012(end_date), 01/01/2012 [holidays])

Returns the number of whole working days between a start and an end date. Working days excludes weekends (Saturday and

Sunday) and any dates identified as holidays. Can be used to calculate the number of days per month, or the start of one month

and the end of another.

NETWORKDAYS.INTL function: Returns the number of working days between a start and end date, allowing for

different specified weekend options

Syntax: NETWORKDAYS.INTL(Start_date, end_date, [weekend], [holidays])

Syntax Example: NETWORKDAYS.INTL(01/01/2012 (start_date), 31/01/2012(end_date), 3 [weekend], 01/01/2012[holidays])

Returns the number of whole workdays between two dates using parameters to indicate which and how many days are weekend

days. Weekend days and any days that are specified as holidays are not considered as workdays. Can use a specific number to

identify the combination of consecutive days (e.g. 3 = Monday and Tuesday), or a string of 0’s and 1’s to identify non-sequential

days (e.g. 0010100 = Wednesday and Friday).

PV function: Returns the present value of an investment

Syntax: PV(rate, nper, pmt, [fv], [type])

Sytnax Example: PV(8%/12 (rate), 8 years*12 (nper), -5000 (pmt))

The Excel PV function calculates the Present Value of an investment, based on a series of future payments

SLN function: Returns the straight-line depreciation of an asset for one period

Syntax: SLN(Cost, salvage, life)

Syntax Example: SLN(10000 (cost), 1000 (salvage), 5 (life))

The Excel SLN function calculates the straight line depreciation of an asset for one period

Excel Financial Functions

Quick Reference Guide

Weekly Excel Tips: www.alchemex.com/blog/excel-tips-tricks/

DOLLARDE function: Converts a dollar price, expressed as a fraction, into a dollar price, expressed as a decimal number

Syntax: DOLLARDE(fractional_dollar, fraction)

Syntax Example: DOLLARDE(

Converts a dollar price expressed as an integer part and a fraction part, such as 1.02, into a dollar price expressed as a decimal

number. Fractional dollar numbers are sometimes used for security prices.

DOLLARFR function: Converts a dollar price, expressed as a decimal number, into a dollar price, expressed as a fraction

Syntax: DOLLARFR(decimal_dollar, fraction)

Syntax Example: DOLLARFR(1.09235 (decimal_dollar), 32 (fraction))

The Excel DOLLARFR function converts a dollar value in decimal notation into a fractional notation. The DOLLARFR and DOLLARDE

functions are designed for working with security prices, which are often quoted as fractional values.

CUMIPMT function: Returns the cumulative interest paid between two periods

Syntax: CUMIPMT(rate, nper, pv, start_period, end_period, type)

Syntax Example: CUMIPMT(5%/12 (rate),6 years * 12 (nper), 100000 (pv), 1 ( start_period), 12 (end_period, 0 (type)

The Excel CUMIPMT function calculates the cumulative interest paid on a loan or investment, between two specified periods.

CUMPRINC function: Returns the cumulative principal paid on a loan between two periods

Syntax: CUMPRINC(rate, nper, pv, start_period, end_period, type)

Syntax Example: CUMPRINC(5%/12 (rate),6 years * 12 (nper), 100000 (pv), 1 ( start_period), 12 (end_period, 0 (type)

The Excel CUMPRINC function calculates the cumulative payment on the principal of a loan or investment, between two specified

periods.

DB function: Returns the depreciation of an asset for a specified period by using the fixed-declining balance method

Syntax: DB(cost, salvage, life, period, [month])

Syntax Example: DB(15000 (cost), 1500 (salvage), 5 (life), 1 (period))

The Excel DB function calculates the depreciation of an asset, using the Fixed Declining Balance Method, for each period of the

asset’s lifetime.

DDB function: Returns the depreciation of an asset for a specified period by using the double-declining balance method or some

other method that you specify

Syntax: DB(cost, salvage, life, period, [factor])

Syntax Example: DB(12000 (cost), 1200 (salvage), 3 (life), 1 (period))

The Excel DB function calculates the depreciation of an asset, using the Double Declining Balance Method, or another specified

depreciation rate.

EFFECT function: Returns the effective annual interest rate

Syntax: EFFECT(nominal_rate, npery)

Syntax Example: EFFECT(10% (nominal_rate, 4 (npery)

The Excel EFFECT function returns the effective annual interest rate for a given nominal interest rate and number of compounding

periods per year. The NPERY parameter refers to the number of compounding periods per year.

General Program Shortcuts

Excel Keyboard Shortcuts.

Ctrl+N: Create a new workbook

Ctrl+O: Open an existing workbook

Ctrl+S: Save a workbook

F12: Open the Save As dialog box

Ctrl+W: Close a workbook

Ctrl+F4: Close Excel

F4: Repeat the last command or action. For example, if the last thing you typed in a cell is “hello,” or if you change the font color, clicking another cell and pressing F4 repeats that action in the new cell.

Shift+F11: Insert a new worksheet

Ctrl+Z: Undo an action

Ctrl+Y: Redo an action

Ctrl+F2: Switch to Print Preview

F1: Open the Help pane

Alt+Q: Go to the “Tell me what you want to do” box

F7: Check spelling

F9: Calculate all worksheets in all open workbooks

Shift+F9: Calculate active worksheets

Alt or F10: Turn key tips on or off

Ctrl+F1: Show or hide the ribbon

Ctrl+Shift+U: Expand or collapse the formula bar

Ctrl+F9: Minimize the workbook window

F11: Create a bar chart based on selected data (on a separate sheet)

Alt+F1: Create an embedded bar chart based on select data (same sheet)

Ctrl+F: Search in a spreadsheet, or use Find and Replace

Alt+F: Open the File tab menu

Alt+H: Go to the Home tab

Alt+N: Open the Insert tab

Alt+P: Go to the Page Layout tab

Alt+M: Go to the Formulas tab

Alt+A: Go to the Data tab

Alt+R: Go to the Review tab

Alt+W: Go to the View tab

Alt+X: Go to the Add-ins tab

Alt+Y: Go to the Help tab

Ctrl+Tab: Switch between open workbooks

Shift+F3: Insert a function

Alt+F8: Create, run, edit, or delete a macro

Alt+F11: Open the Microsoft Visual Basic For Applications Editor

Moving Around in a Worksheet or Cell

You can use keyboard shortcuts to easily navigate throughout your worksheet, within a cell, or throughout your entire workbook.

  • Left/Right Arrow: Move one cell to the left or right
  • Ctrl+Left/Right Arrow: Move to the farthest cell left or right in the row
  • Up/Down Arrow: Move one cell up or down
  • Ctrl+Up/Down Arrow: Move to the top or bottom cell in the column
  • Tab: Go to the next cell
  • Shift+Tab: Go to the previous cell
  • Ctrl+End: Go to the most bottom right used cell
  • F5: Go to any cell by pressing F5 and typing the cell coordinate or cell name.
  • Home: Go to the leftmost cell in the current row (or go to the beginning of the cell if editing a cell)
  • Ctrl+Home: Move to the beginning of a worksheet
  • Page Up/Down: Move one screen up or down in a worksheet
  • Alt+Page Up/Down: Move one screen to the right or left in a worksheet
  • Ctrl+Page Up/Down: Move to the previous or next worksheet

Selecting Cells

You may have noticed from the previous section you use the arrow keys to move between cells, and the Ctrl key to modify that movement. Using the Shift key to modify the arrow keys lets you extend your selected cells. There are also a few other combos for speeding up selection, as well.

  • Shift+Left/Right Arrow: Extend the cell selection to the left or right
  • Shift+Space: Select the entire row
  • Ctrl+Space: Select the entire column
  • Ctrl+Shift+Space: Select the entire worksheet

Learn How to Edit a cell using Sage Intelligence

  • Shift+F2: Add or edit a cell comment
  • Ctrl+X: Cut contents of a cell, selected data, or selected cell range
  • Ctrl+C or Ctrl+Insert: Copy contents of a cell, selected data, or selected cell range
  • Ctrl+V or Shift+Insert: Paste contents of a cell, selected data, or selected cell range
  • Ctrl+Alt+V: Open the Paste Special dialog box
  • Delete: Remove the contents of a cell, selected data, or selected cell range
  • Alt+Enter: Insert a hard return within a cell (while editing a cell)
  • F3: Paste a cell name (if cells are named in the worksheet)
  • Alt+H+D+C: Delete column
  • Esc: Cancel an entry in a cell or the formula bar
  • Enter: Complete an entry in a cell or the formula bar

How to Format Cells using Sage Intelligence is just as easy as in Excel

  • Ctrl+B: Add or remove bold to the contents of a cell, selected data, or selected cell range
  • Ctrl+I: Add or remove italics to the contents of a cell, selected data, or selected cell range
  • Ctrl+U: Add or remove underline to the contents of a cell, selected data, or selected cell range
  • Alt+H+H: Select a fill color
  • Alt+H+B: Add a border
  • Ctrl+Shift+&: Apply outline border
  • Ctrl+Shift+_ (Underline): Remove outline border
  • Ctrl+9: Hide the selected rows
  • Ctrl+0: Hide the selected columns
  • Ctrl+1: Open the Format Cells dialog box
  • Ctrl+5: Apply or remove strikethrough
  • Ctrl+Shift+$: Apply currency format
  • Ctrl+Shift+%: Apply percent format
  • Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

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Microsoft Power BI Sage Intelligence Tools

Microsoft Power BI Sage Intelligence Tools

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

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

But Frequently asked Questions:

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

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

Question: How can I learn Microsoft Power BI?

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

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

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

What accounting software can I use this with?

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

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

How many business use Microsoft Power BI?

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

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.

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