Clients First USA
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
Read More
About UsService OfferingsProduct OfferingsIndustries ServedDownloadsBlog
 

Subscribe to our mailing list

* indicates required
    Interested in    
Hot Topics
 

Posts Tagged ‘ny’

Dynamics NAV Navision – Implementing Mandetory Fields

Friday, April 20th, 2012

Probably this is the feature most missing from Navision. As a record is instantly saved when it’s primary key is populated, it’s almost impossible to make fields mandatory. There are simply no perfect solutions for this problem. Some of the wrong ones I managed to come up with are discussed here.

Managerial control

Set important fields red. Create a report that shows records that have missing fields, f.e. :

(OnPreSection trigger)
Global variables:
ShowRecord – Boolean
ErrorText: Text – 1024

Global Text Constants:
Text001: “is missing.”

Code:

If Description='' then begin
    ShowRec:=TRUE;
    ErrorText+= FIELDCAPTION(Description) + ' ,';
end;

If "Unit Price"=0 then begin
    ShowRec:=TRUE;
    ErrorText+= FIELDCAPTION("Unit Price") + ' ';
end;

ErrorText+= Text001; (more...)

Terminal Services, VMWare, Hyper-V, Virtual PC…Which one(s) Does Sage MAS 90, MAS 200 & Sage ERP 100 Support

Wednesday, April 18th, 2012

Supported Virtualization Environments for MAS90, MAS200 and Sage ERP 100

Quick Tip

This quicktip comes from our popular Ask90minds site where you can get questions answered by 90minds and other helpful folks from around the web.

This particular question was answered by Wayne Shulz

Sage have just published a March 2011 guide to which virtual platforms are supported when using MAS90 or MAS200.

Essentially expect that you’ll have to be current on your MAS90 or MAS200 (this means v4.3 or higher) and that the compatibility guide only covers the core Sage products – so if you’re using add-ons that integrate to Sage then you’ll need to be concerned about the compatibility of the add-on (ex – FRX, Starship, PC Charge, etc).

The guide can be viewed at:

www.scribd.com/doc/51981206/MAS90-and-MAS200-Virtualization

Or download it directly from Sage at:

infosource.sagesoftwareonline.com/sw_attach/sso/mas90/Virtua

 

Sage ERP 100, MAS 90 & MAS 200 Roadmap Available

Tuesday, April 17th, 2012

Below is the just released April 2012 Roadmap for Sage MAS90, Sage MAS200, Sage MAS 200 SQL and the new name, Sage ERP 100.

Overview

By reading the presentation below, one can see the general direction of MAS90, MAS200.  That is a model where Sage can build/contract solutions that work across multiple product lines rather than redundant solutions for each product such as Sage ERP X3, Sage Accpac, Sage MAS 500 etc.

They are doing this by building a common data interface language based on XML called SData.  This allows Sage to build one integration component that can push and pull information between their disparate ERP solutions.

Sage CRM

There are also significant enhancements to the Sage CRM integration including:

  • Multiple companies in Sage ERP 100 integrating with a single Sage CRM database
  • Sage CRM Web Orders & Quotes – Now Sage CRM Users can enter full Quotes and Orders via the Sage CRM Browser based user interface

Sage Advisor

This will allow you to see that status of your maintenance plan, all available releases and product updates etc.  You can actually download the updates and run utilities, however, installation of upgrades and updates is still designed to be performed by your Value Added Reseller (VAR)

New Features

There will also be a handful of new actual features in Sage MAS 200, Sage MAS 90 and Sage ERP 100 in the upcoming release 5.0.  Among them include:

  • Accounts Payable Invoice Number Expansion-Use longer invoice numbers from your vendors
  • Inactivate Customers & Vendors – Prevent new entries to Customers and Vendors, yet retain open and closed transactions for processing and reporting
  • View Cleared Checks in Vendor Maintenance-Now you can see a Vendor’s cleared checks right from Vendor Maintenance without searching through the bank rec module which historically deleted cleared checks after a bank reconciliation
  • Redesign the Inventory Maintenance Screen -  It now works more like Inventory Inquiry where you can see full Stock Status from the main Maintenance Tab

Technology Updates

  • 64 Bit ODBC Driver for better performance and compatibility
  • Crystal Reports Version 2011
  • Microsoft SQL 2012 Support

Broad improvements to Credit Card Processing

  • Inbound ACH transactions for AR
  • Split credit card payments-use more than one card to pay for an invoice by your customer

End of Support Dates

Includes a listing of the dates that older versions are being retired and will no longer be supported.

Miscellaneous

  • Sage Exchange – Take payments from Mobile Devices
  • Sage 100 ERP Online – Hosted MAS90
  • FRx Conversion Assistant Utility – Assists with converting FRx files to Sage MAS Intelligence
  • More Connected Solutions including a new SmartLinc shipping interface
  • A payroll module for SQL Versions-Note this is not the MAS90 Payroll, but rather a portion of the Abra Payroll solution that integrates to the GL Only.

Sage 100 ERP Roadmap April 2012

Microsoft Dynamics AX 2012–New Workflow Types Available

Monday, April 16th, 2012

With Upcoming Feature Pack Release for Dynamics AX (Axapta)

Brandon over at the Dynamics AX Blogspot has posted a nice article discussing this latest feature pack release and five new workflow types that have been added.  They Include:

    • AdvancedLedgerEntryTemplate – "Use this type to create approval workflows for advance ledger entries" [Configuration Key: AdvancedLedgerEntry ]
    • PSAProjInvoiceProposal – "Workflow for handling invoice proposals" [Configuration Key: Project3 ]
    • PSAProjQuotationTemplate – "Project quotation workflow template" [Configuration Key: Project3 ]
    • PurchAgreementType – "Use this type to create approval workflows for purchase agreements" [Configuration Key: PublicSector ]
    • PurchCommitmentTemplate_PSN – "Use this template to create approval workflows for commitment documents" [Configuration Key: PublicSector ]

As Brandon discusses, Microsoft is pushing companies to use Workflows instead of customizations to allow for smoother upgrades and customizations to allow Dynamics AX to fit more types of businesses.

 

You can find the entire post here.

Microsoft Dynamics Nav (Navision) EDI – Manage 3PL Third Party Logistic using EDI

Monday, April 16th, 2012

 

Improve your 3PL operations using EDI 940 and 945 documents

Increase efficiencies and accuracy

Whether you are a distributor, importer, manufacturer or contract manufacturer, you made the right decision to outsource your warehouse and shipping operations through a 3PL (Third Party Logistics) provider to reduce costs and increase your company’s bottom line. But how efficiently are you communicating with your 3PL?  Perhaps your staff is spending inefficient time faxing or e-mailing picking tickets? When your 3PL sends back bill of ladings or shipping confirmations, is your staff spending long hours updating and processing sales orders?

What if communicating with your 3PL could be fully automated?

With Microsoft Dynamics NAV EDI 940 (Warehouse Shipping Order) and 945 (Warehouse Shipping Advice) document processing, your staff can automatically send electronic picking tickets to your 3PL warehouse. No more faxing or e-mails. When the warehouse receives the 940 EDI document, pick tickets are automatically created in their system – virtually eliminating data errors while increasing your order fulfillment capabilities. This efficient data transition can help keep your current customers and attract new ones.

When your 3PL ships your customer’s order, the 3PL will send back the EDI 945 document to you:

  • Each NAV Sales Line ‘Quantity To Ship’ field is automatically updated.
  • For each Sales Order, shipment is automatically posted.
  • Data entry time is dramatically reduced.
  • Customers can be invoiced faster.

NAV EDI 3PL 940 and 945 document processing is fully integrated within NAV providing a full feature of benefits including:

  • Full lot number and serial tracking (item tracking): EDI 940 documents are sent with specific lot number tracking information letting the warehouse know which lot numbers to pick. When EDI 945 documents are sent back to you, each NAV sales line is updated with the exact lot number the warehouse actually shipped.
  • Sales Order Status Tracking: You will be able track the status of each sales order at every stage including: Sales Orders with EDI 940s not sent, Sales Orders with Pending EDI 945s, Sale Orders Shipped/Ready to Invoice.
  • Sending of EDI 940 Modify or EDI 945 Cancel orders: If you need to make a change in shipping instructions, or cancel the 940, users can easily send 940 modified or cancel documents to your 3PL.
  • Transfer Order compliant: For companies with multiple locations using multiple 3PLs, EDI 940/945 processing is available for NAV transfer orders and includes 943 (Outbound Warehouse Stock Transfer Advice) and 944 (Inbound Warehouse Receipt Advice) processing. This enables you to use EDI documents to communicate between two 3PL warehouses.
  • EDI Document Tracking: Within NAV, you will be able to track all in-bound and out-bound EDI documents and review historic data, if needed.

clip_image001

Written: by Mark Stept