Print a Crystal Report in Sage 50 and Sage 50cloud

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

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

 

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

Previewing Crystal Reports in Sage 50 and Sage 50cloud

Previewing Crystal Reports in Sage 50 is easy!

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

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

 

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

Premium Crystal Reports in Sage 50 and Sage 50cloud

Which premium Crystal Reports are included in in Sage 50? 

Premium Crystal Reports included in Sage 50 include:

 

Assembly Item UPC_SKU Label

Using UPC/SKU (Universal Price Code/Stock Keeping Unit) labels can help you keep track of your inventory more accurately. The individual components you purchase from vendors may already contain their own UPC/SKU labels. However, you can use the Assembly Item UPC_SKU Label report to create labels for the finished products once the items are fully assembled. The labels include the following information:

  • Item ID
  • Item Description
  • UPC/SKU Number
  • Location

 

Assembly Planning 

This report displays details for a specified assembly, including the number of components needed, available, and on hand for the assembly. This report is helpful if printed before beginning the production of an assembly because it provides the status of the necessary components. The report includes the following fields:

  • Item ID
  • Description
  • Quantity Needed
  • Quantity on Hand
  • Quantity Available

 

Component Pick List

This report displays an itemized list of the locations and quantities of all components required for the specified assembly item. It is helpful to run this report right before you are about to assemble an item. The report includes the following fields:

  • Component ID
  • Description
  • Quantity Needed
  • Location
  • Initials

 

Deficient Components List

This report is useful for viewing which bill of material components of an assembly are in shortage. By seeing which components you’re missing, you’ll know which components you need to order before you can create the assembly. The report shows the following fields:

  • Component ID
  • Description
  • Quantity Needed
  • Quantity on Hand
  • Quantity Available

 

Item Sales by Customer and Purchase Order Number

This report displays item sales, sorted by customer purchase order number. This report was designed to provide an alternate method for looking up sales orders and invoices— sorted by the customer, then the customer purchase order number, and then by the sales order or invoice number. The report displays the following fields:

  • Customer ID
  • O. Number
  • Reference
  • Date
  • Description
  • Item Quantity
  • Item Subtotals

 

On Hand Detail Report   

This report displays detailed purchase information for inventory items that have a LIFO or FIFO costing method. The information in this report can be used to show how inventory has been valued. The On Hand Detail report displays the following fields:

  • Item ID
  • Item Description
  • Receipt Description
  • Reference
  • Receipt Date
  • Quantity
  • Unit Cost
  • Amount

 

Production Schedule

This report displays the assembly items on open sales orders, and is sorted by the Ship By Date. This report is designed to help you meet shipping deadlines by showing which assembly items need to be manufactured, and the order in which they need to be shipped. The report displays the following fields:

  • Ship By Date
  • Sales Order No
  • Customer ID
  • Customer Name
  • Item ID
  • Description

 

Stock Status by Location

Stock Status report, but includes the current quantities on sales orders and purchase orders in addition to the current quantity on hand. It also shows the history of the item (the quantity sold, received, and adjusted in the specified date range). The report displays the following fields:

  • Location
  • Item ID
  • Qty Received
  • Qty Sold
  • Qty Adjusted
  • Current Qty on PO
  • Current Qty on SO
  • Current Qty On Hand

 

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

Standard Crystal Reports in Sage 50 and Sage 50cloud

Which standard Crystal Reports are included in in Sage 50? 

Standard Crystal Reports included in Sage 50 include:

  •       Aged Payables v9
  •       Aged Receivables v9
  •       Customer Balance Graph v9
  •       Customer Detail List v9
  •       Customer Sales by Item v9
  •       Customer Sales by Month v9
  •       Inventory Labels v9
  •       Items Sold by Month v9
  •       Purchases by Unit Price v9
  •       Vendor Balance Graph v9
  •       Vendor Detail List v9
  •       Void Check Register v9

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

Create Purchase Orders from Work Tickets in Sage 50 and Sage 50cloud

How do you autofill or auto create Purchase Orders from work tickets in Sage 50? 

Sage 50 allows you to set up Inventory Item Defaults to auto create purchase orders in Sage 50 behind the scenes. The Ordering tab of this window has options that let you enable the auto-creation of POs for:

  1. drop-ship transactions
  2. non-drop-ship transactions
  3. work tickets

Important:For auto-creation of purchase orders to work, your company must be using the real-time posting method.

You can treat each auto-created purchase order just as you would a manually created one: you can edit it, print it, or e-mail it to a vendor in the Purchase Orders window.

Note:Even if your company is set up for auto-creation of purchase orders, Peachtree will notautomatically create POs for recurring customer invoices. Instead, you will have to manually generate POs for any inventory that you need to reorder as a result of recurring invoices.

To auto create purchase orders from work tickets in Sage 50, the following criteria must be met:

  • Each item must be set up in Maintain Inventory Items with a preferred vendor.
  • The user who is entering the transactions listed below must have access rights to add POs.
  • The quantity ordered of one or more of the items must cause the quantity available as of the transaction date to fall below minimum stock levels.

If these conditions are met and your company is set up to auto create purchase orders in Sage 50, Sage 50 will automatically create a purchase order each time a work ticket is saved. In addition, to ensure that auto-creation works most effectively, each item in Maintain Inventory Items should be set up with a minimum stock level and minimum reorder quantity. Sage 50 will auto-create purchase orders from Work Tickets for inventory items that fall into the following item classes only: stock, substock, and serialized stock.

If you would like to learn more about how to auto create purchase orders from 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.

Close Work Tickets in Sage 50 and Sage 50cloud

How do you close work tickets in Sage 50? What are work tickets in Sage 50 closed for?

When a work ticket is closed, an assembly build record is automatically created behind the scenes. Because the assembly build record is automatically created, you won’t have to build the assembly in the Build/Unbuild Assemblies window. To close a work ticket, follow the steps below.

 

  1. From the Tasks menu, select Work Tickets. The Work Tickets window appears.
  2. Click the Open button and select the number of the ticket that you want to close and click OK. The selected work ticket information appears in the Work Ticket window.
  3. To complete and close this work ticket, Enter or select 2/17/20  in the Ticket Completed box then select the Close Ticket checkbox. This selection will automatically complete and close the work ticket after, the ticket will be given a status of Closed.       
  4. After you have finished, select SaveWhen you save a closed work ticket, an assembly build record is automatically created behind the scenes. 

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

Update Work Tickets in Sage 50 and Sage 50cloud

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

From time to time, you will need to update work tickets with your progress. Follow the steps below to update a work ticket.

  1. From the Tasks menu, select Work Tickets. The Work Tickets window appears.
  2. Click the Open button and select the ticket that you want to update and click OK. The selected work ticket information appears in the Work Ticket window.
  3. Update any of the information that has changed on the work ticket.
  4. If you have finished or received items in the component list, select the corresponding Finishedcheck box and enter the Act Hours, if you are tracking hours.
  5. Then, click Save. After you have marked one item in your component list as finished, your work ticket is given a status of In Progress.

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

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.

X