Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
Did you know that you can automatically distribute overhead such as rent and electric- ity to your various departments? Automated allocations are a great way to save time over manual journal entries. Here are step-by-step instructions:
1. Open GL/Main/Allocation Entry.
2. Click the Next Entry Number (#) button for the Allocation No. field.
3. To copy an existing allocation entry, and make any necessary modifications, click the Copy button.
4. Type the description of the allocation in the Description field.
5. Click the Lookup button for the Source Account field and select the general ledger account number.
6. In the Allocation Method drop-down box, select the calculation method to use for
the allocation.
7. If Basis was selected as the allocation method, in the Allocation Basis drop- down box, select the basis to use. If Budget method was selected, select the budget code.
8. In the Allocation Cycle drop-down box, select whether the allocation cycle is to be automatically selected for posting at the end of each period, quarter, or fiscal year, or manually posted.
9. In the Amount to Allocate drop-down box, select the type of amount to allocate.
10. If Manual is selected, enter the amount of the manual allocation in the Manual Amount field.
Note: if a manual amount that is greater than the balance of the source account is entered, it creates an over-allocation.
11. Enter the Journal Comment field, if necessary.
12. Click the Lines tab.
13. Click the Lookup button for the
Account No. field and enter a destination account number for the distribution. Asterisks (*) and at signs (@) can be used to create account masks.
2011 In Review And A Look Forward To 2012 And 2013
This article recaps the major enhancement that have come to MAS90 and MAS200 in 2011. In addition it gives some ideas and thoughts as to what’s coming in 2012 and beyond based on Sage’s product roadmap. Read More
Payroll based on SQL For Sage ERP MAS 200 SQL Customers
As a Sage ERP MAS 200 SQL user, you have an option to us a SQL Based Human Resources (HR) and payroll solution, Sage HRMS based on Abra technology. Managing HR and payroll in house can save you money and time and allow you to be more responsive to employee needs and to maintain higher levels of compliance with government regulations Read More
MAS 90 and MAS 200 Year End Closing Help
The following are articles that specifically relate to the Year End Closing process
Creating A New Company In Sage ERP MAS 90 Read More
The different ways you can get information out from the data in Microsoft Dynamics NAV (Navision)
Microsoft Dynamics NAV is part of Microsoft Business Solutions family and is growing force in the mid-market space of ERP applications. It has many options for reporting:
Built-in Dynamics NAV report designer – Microsoft Dynamics NAV has always had its own report designer, which requires an in-depth knowledge of C/SIDE (Client/Server Integrated Development Environment) to make it useful and has been the trusted friend of veteran Navision developers. It is definitely the most robust report writer you can use with Dynamics NAV. It might not be as fancy and user friendly as the reporting options described below, but it makes it up in versatility and straight down to business engineering. In NAV 2009, from the Classic client, you can view reports in the Classic report layout and from the RTC (RoleTailored Client) you can view reports in either Classic report layout or the Client Report Definition (RDLC) report layout. An RDLC file is a file with an .rdlc extension that is created by Visual Studio Report Designer and stores the layout information for the report. Classic reports support to be discontinued in Microsoft Dynamics NAV 7.
RDLC Reports - You use both Report Designer in the Classic client and Visual Studio Report Designer to create RDLC report layouts for Microsoft Dynamics NAV 2009. Anything that you want to appear in the Visual Studio designer must appear on the sections of the classic report, which makes creating a new reports a bit longer and tougher than if you were to create the same report in the Classic report designer. When you run an RTC report, the dataset is generated by the classic report and is passed to the RDL layout for formatting. RDLC report layouts provide some new features that are not available in Classic client report layouts, for example, charts with 3D effects, images and colors, dynamic sort by different columns in a table. One of the big benefits of RTC reports – you can save straight to Excel or PDF.
MAS 90 Support and MAS 200 Support: If you use Sage MAS90, MAS200, or MAS500 distribution and accounting software, Clients First Business Solutions, LLC wants to be your go to partner for ongoing service,help, support, report writing, upgrades and maintenance.
Shipping now, Sage MAS Intelligence (SMI) which works with MAS 90, MAS 200, Sage Extended Enterprise Suite, and MAS500, is explained and demonstrated in this recording that the California office of Clients First recently put on for our clients. This solution is the replacement for FRx that Sage is offering now that Microsoft has discontinued Frx.
The video explains both the similarities and differences between the previous solution, Microsoft FRx and SMI.
In a nutshell, SMI is a solution that is embedded into Microsoft Excel that can directly read and understand MAS 90/200/500 data files. It’s designed to walk a user through creating not only financial reports and statements, but other types of non-financial reports such as dashboards, analytics, KPI’s and even traditional reports such as an AR customer aging.
Come watch and listen in this segment which gives an overview and demonstration of the system. In a forthcoming blog, we will go into a deeper demonstration of the solution so that you will be able to watch these videos and start to feel comfortable managing and designing your own reports.
If you have any questions on this product feel free to call us at 888-222-8827 or contact Jeff Banks at jbanks@clientsfirst-us.com for more information or to arrange a one on one demonstration.
The Clients First MAS 90, MAS 200, MAS 500 Sage MAS Intelligence video presentation
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