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.
We are all very excited about the release of Sage MAS 90/200 Version 4.5
Having had the opportunity to examine its new features and capabilities in detail, we believe this new release brings even greater value to an already proven ERP solution. Sage has made significant enhancements to the following application areas:
Payroll
Sales order processing
Commissions
Lot and serial number allocations
Sales order integration with job cost
National accounts
Purchase order processing
And more
We have provided a link to the detailed product brochure below.
I worked with a company once who had an interesting problem. They are a frozen foods distributor selling into institutions like schools and hospitals. A product they sell a great deal is frozen chicken breasts that come in large cases. Managing a seemingly simple product like this actually caused them a great deal of trouble.
The trouble came from the fact that they bought and sold the chicken in cases, yet the product itself was costed and valued in pounds. When purchased or sold, users needed to track, offline in Excel, the associated number of pounds per case. This was a time-consuming and inefficient process for them,
What this company needed was a way to track two different units of measure. As it turns out, there is a solution. The Dynamics AX 2009 Food and Beverage Solution provides a host of functionality that makes the lives of people in the industry much easier. One of these capabilities is catch weight management.
The catch weight solution allows users to track and manage multiple inventory units of measure at the same time, thus eliminating the headache created by off-line or manual methods. Catch weight functionality lets users transact inventory by either of the defined unit of measure. So, in the case of the chicken breast distributor, each case has a weight associated with it and when they sell cases, the system automatically knows the total pounds and, therefore, value sold.
If you are interested in discussing catch weight, or other food and beverage specific issues, with us then go ahead and give us a call at 888-222-8827. We can show you how the Dynamics AX 2009 Food and Beverage Solution can help solve your issues effectively.
At Clients First Business Solutions, we welcome opportunities to deliver software solutions that help make people’s lives easier and more productive. If you would like to see how we can help you, we would love to hear from you.
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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