Print Work Tickets in Sage 50 and Sage 50cloud

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

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

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

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

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

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

Bill-of-Material Revisions in Sage 50

How do you use Bill-of-Material Revisions in Sage 50? What are Bill-of-Material Revisions in Sage 50 used for?

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

Revisions are valuable because they update the bill of materials without altering the original bill of materials that is associated with an assembly item. Revisions allow you to make slight changes to the bill of materials without requiring you to create a new assembly item record.

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

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

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

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

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

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

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

Quantity Discounts in Sage 50

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

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

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

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

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

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

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

Sage 50 Inventory and Job Costing Class – 800.475.1047 – Support – Training – Consultant – Reseller

Sage 50 Software Inventory & Job Costing Class

800.475.1047 – Support – Training – Consultant – Reseller

Feel like your inventory is out of control?  Are you still managing your job information in Excel?  We will teach you how to setup your inventory and job costing!  Become acquainted with the best practice procedures you must have to get your business under control.  You will learn how to setup your Sage 50 Accounting Software and record your vital business information for peak performances, efficiencies and statistical reporting.  You will become the office expert!  Don’t forget to bring your questions!

100% Satisfaction Guaranteed or return to the next class FREE

Sage 50 Level 5 Manufacturing & Construction

Default Information                                                                        Selling Inventory

Inventory Items                                                                         Quotes / Orders / Invoices

Review of Inventory Accounting – COGS                            Tracking COGS / Profitability

Inventory Items                                                                                      Sales Reports and Inquiries

Classes                                                                           Default Information

Add / Modify / Delete / Inactivate Items                            Job Costing Defaults

Bill of Materials and Revisions                                              Track Retainage and Burden

Custom Fields                                                                           Categorize Costs by Phase & Cost Codes

Master Stock Tables / Attributes                                    Job Setup

Manage Serialized Items                                                         Add / Modify / Delete / Inactivate Jobs

Update Item Prices                                                                  Subcontractors Insurance

Quantity Discounts                                                                  Create Job Estimates or Budgets

Units of Measure                                                                      Change Job Numbers

Change Inventory Item ID’s                                                   Recording Job Activity

Purchasing Inventory                                                                            Track Change Orders

Order or Auto Order Items on PO’s                                      Issue Inventory to a Job

Modify a Purchase Order                                                        Payroll Labor Hours from Payroll / Time Tickets

Receiving a Purchase Order                                                   Record Overhead

Enter Bills and Receipts                                                          Purchase Orders to a Job

Inventory Transactions                                                           Direct Expenses to a Job

Issue Inventory                                                               Billing Jobs

Assemblies                                                                                Percent of Contract

Work Tickets                                                                            Percent of Proposal

Customizing Work Tickets                                                    Percent of Completion

Reports                                                                                      Billing Retainage

Questions and Answers

 

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Level 2 or experienced processing knowledge is required.  Advanced bookkeeping skills will be included in this class.  Payment in full is required at the time of registration.  You will receive confirmation for your requested class date once available space is confirmed as classes fill-up quickly.  DO NOT make travel arrangements until you have received confirmation from JCS.  JCS is NOT responsible for any such expenses.  JCS classes are taught by a Master Certified Trainer.  Each class has a maximum of 6 students. You will receive CPE credits and a Certificate of Completion.  Course Cancellation must be received in writing 5 days prior to course date.  Refunds are subject to a $50.00 administrative fee.  The class may be rescheduled with no administrative fee.  Lunch and Class Curriculum are included.

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.

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