I found a well hidden section on the Sage website that outlines all of the enhancements that has occurred with every release going all the way back to version 3.50 (circa 1997)
I turned this section into a PDF document that you can take with you. It goes all the way up to the brand new Version 4.40 release that you will be receiving this week if you are current on maintenance.
You can download it HERE.
How to complete a backordered purchase order
Product:
Sage MAS 90 ERP
Sage MAS 200 ERP
Sage MAS 200 ERP – SQL Server Edition
Application: Purchase Order
Version Reported: 3.71. Should apply to versions through 4.3.
Subject:
How to complete a backordered purchase order.
Possible Resolution:
Dynamics AX 2009’ technology provides the capability for users to modify screens easily in Dynamics AX 2009 to meet their requirements and make their jobs easier to perform and data entry much more efficient.
Here is a screenshot of a standard Dynamics AX 2009 customer record screen, showing the general tab:
The user may find that many of the fields are not needed in this form and that navigating between the needed fields is time-consuming.
This is not a problem because Dynamics AX 2009’s technology makes is a simple matter to change the look of this form (and any other forms) to meet the user’s needs.
The user can right click on an unneeded field, or field group, and one of the options includes “hide” as shown below. Now the user can go through the form and hide any fields or groups that the user does not need.
Here is the same form, after the user has spent some time re-organizing it:
Notice that numerous fields been hidden and that the landscape that the hidden fields used to take up has been automatically rearranged as well. By the way, this change took less than 2 minutes to make. Now the user only sees what needs to be seen, thus speeding up data entry.
Keep in mind that access to this functionality is permissions-controlled and that changes made can be done for individual users or system wide.
Contact us through our website or by calling 888-222-8827 to learn how Dynamics AX 2009’s technology can help to make the user experience more efficient and productive. Ask us also about other features and benefits that Dynamics AX 2009 delivers.
Are you responsible for closing the year in your MAS 90 or MAS 200 accounting system? Year-end and Period End processing is a vitally important step in keeping your data healthy. Many modules maintain buckets of data by year (year-to-date, prior-year, etc.). These data elements are reinitialized during year-end processing. Lots of other housekeeping is performed during year-end as well. For example, in General Ledger, income and expense account balances are cleared and net profit is posted to the Retained Earnings account.
In modules that are not in the newer 4.x business framework, many monthly ‘buckets’ such as ‘PTD’ fields are not reset until you close a period. Internally MAS 90 and MAS 200 store a separate ‘future period’ bucket to hold that data so essentially you can close up to one month after month end. Thus if today is July 1, and you haven’t close June, you have until July 31 to do so before the ‘MTD’ month to date buckets get distorted. They will get distorted for the current period since they will contain next period data and next period they will be distorted because some of the transactions that went beyond the ‘deadline’ will be missing as well. This isn’t as much of a problem in the 4.x modules as the system has buckets for each month but closing is still important for other reasons.
The order in which modules are closed is very important. The period-end and year-end processes performed in one module often write data to another module. To close the modules out of order risks getting this information permanently damaged. Modules should be processed or closed in the following order:
Our Microsoft Dynamics NAV (Navision) guru, Chris Young has prepared this excellent overview of the CRM functionality within Microsoft Dynamics NAV.
Chris reviews in detail during this 52 minute presentation, many areas including:
Low Bandwidth Version HERE.
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