Preparing a New Fiscal Year in xTuple

December 29th, 2015 by Phil McIntosh

Before you can post any transactions in xTuple, there must be a valid fiscal year and period to post them into. To set up the new year, do the following:

  • Go to Accounting, Fiscal Calendar, Fiscal Years
  • Make sure only the current year is open. If not:
    • Highlight the earliest open year and click Close Year
    • If you get a message about there being open periods, go to
      • Accounting, Fiscal Calendar, Accounting Periods
      • Close all periods in that year
    • Repeat until only the current year is open
  • Highlight the current year
  • Click Copy Year – this will create the new year and all it’s periods.

Copy Year is only available in xTuple 4.9 and higher. If you are on an older version, you will have to click New to create the new fiscal year, and then go to Accounting Periods and create all the periods.

Sage 300 version 2016 – new features and improvements

December 16th, 2015 by Lee Graham

New web screens that allow you to use Sage 300 in a web browser.
Note that web screens should only be accessible via a secure VPN access, otherwise data may not be secure.
System Manager enhanced User Authorization Report – allows you to specify a range of users. Displays detailed information about all security authorizations and screen customizations for those users.
Accounts Receivable and Accounts Payable Changes:
Post Invoices, receipts and adjustments using a new POST button added to Invoice Entry, Receipt Entry, Adjustments Entry, and other screens.
Bank Services – new POST button allows you to post from the Reconcile Statements screen. On the Reverse Transactions screen, the Finder now opens much faster for Check/Payment, Check/Receipt and Bank Entry number fields.

G/L Journal Entry and related reports provide more detail about transactions
New fields on the Journal Entry screen include: document-date, document-posting-date, entered-by.
New dates on reports allow you to specify whether the report includes document dates or posting dates. Available on Transactions Listing, Posting Journals, Batch Listing.
Post batches of transactions with a new POST button on Journal Entry and Batch List screens.
Order Entry now allows you to specify whether a message appears when you post an order with an expected ship-date that is later then the Deliver-By date.
Tax Services now have a new Clear History Screen that allows more control over when you clear information.. You can specify a range of fiscal year/periods to include on the report.

 

What is Sage 300c?

December 15th, 2015 by Lee Graham

What is Sage 300c?

Sage 300c offers you all the 2016 release enhancements plus anytime/anywhere mobile access, a modern new user interface, and easy mobile access to real-time key performance indicators. These new screens aren’t just great looking; they also help you improve productivity. You canaccess Sage 300c as you do today or leverage the new web screens using a browser from a desktop, laptop, or tablet. You have the freedom of choice on how you want to access Sage 300—anytime, anywhere. With Sage 300c, you will have web access to Sage 300 General Ledger, Accounts Receivable, Accounts Payable, Tax Services, Bank Services, Common Services, Administrative Services, and Payment Processing.
To use Sage 300 web screens over an external network or the Internet, you must have security measures such as Secure Socket Layer (SSL) or Virtual Private Network (VPN) in place to protect your data.  Enjoy mobile access with new modern web screens Sage 300c features new web screens that can be run side-by-side with the Sage 300 traditional
Windows screens. These web screens are intuitive, easy to navigate, and provide the samefunctionality you have today in Sage 300. Keep tabs on critical information with the new homepage.  Get a pulse on your business with the new web homepage in Sage 300c. You can select an anytime, anywhere dashboard specific to your business with key performance indicators (KPI) to access in the office or away through any mobile device.

Sage 100 version 2016 new features

December 15th, 2015 by Lee Graham
  • Extended item descriptions for all types of items (miscellaneous, special, charge)
  • Customer Purchase Order field expands from 15 to 30 characters
  • Fields added to more tables for audit control: Created By, Date Created, Time Created
  • Transfer documents between batches.  Available for all modules that have Batches activated.
  • Larger font size for Aged Invoice Report (AP and AR)
  • Updates for 1099 reporting (Electronic Consent tracking, FATCA)
  • Larger SMTP email server password field (change from 14 to 128 character capacity)
  • Sales order now offers “Default days until quote expires” field
  • Quotes can default to default to order date when promoted to becoming an order
  • Check number field in Sales Order and Invoice Entry – increased from 6 to 10 characters
  • Canadian postal codes now included with Sage 100 2016
  • Vendor name field expanded from 30 to 50 characters within AP
  • Quick checks may now be reprinted so long as they’re un-posted within AP

Sage 100 and Affordable Care Act (ACA) and ACA Assist webinar for loading payroll ACA information

November 5th, 2015 by Lee Graham

In order to use your Sage 100 system to process ACA forms for tax filing year 2015, you must install applicable product updates or install Sage 100 2016. Friendly Systems can help you evaluate whether these updates can be installed on your system without affecting any customizations or 3rd party products you may have.    Sage has provided an import-template and stock Visual Integrator jobs for the Sage 100 versions below to facilitate importing of employee information into he ACA Reporting System.

All of the following product updates are scheduled to be available by download on Sage Support Portal on November 11th:

2015 PU 3
2014 PU 7
2013 PU 9
4.50 PU 8

ACA Assist is a 3rd party product for loading payroll ACA information into Sage 100.  Register for their Nov 17 Webinar on Sage 100 and ACA.  Sage 100 ACA Reporting Without Tears: Confused about the ACA (Affordable Care Act)  capabilities of Sage 100? Join this webinar for a one hour overview of the Sage 100 ACA reporting capabilities. We’ll review the options for data entry (manual, import, 3rd party) as well as answer common questions about ACA.

Date: November 17, 2015 – 2 pm to 3 pm ET
Sponsor: 90 Minds Group

 

Sage 500 ERP (formerly Sage ERP MAS 500) no retirement plans as of now

September 28th, 2015 by Lee Graham

Sage is no longer retiring or setting an end of life date for Sage 500 ERP (formerly Sage ERP MAS 500) .   Basically, it means that initially Sage will not drop Sage 500 ERP from the ERP product line, and ? as of now ? they have no plans for Sage 500 ERP to go the subscription route. While the drop of Sage 500 ERP is anticipated at some point, it is not happening anytime soon. In fact, Sage is committed to supporting Sage 500 customers for as long as they want to use the product and will continue releasing updates to enhance user experience and expand the software’s functionality

xTuple again makes the list of Best of Open Source Software in 2015

September 22nd, 2015 by Lee Graham

xTuple ERP software offers several editions, continued improvements and an Open Source philosophy. The Postbooks version is free, runs on the robust PostgreSQL database engine and serves as a platform for the more advanced commercial versions, but many businesses are running fine on the Postbooks version.

The xTuple PostBooks version(free download for 1-4 users) is one of the most downloaded products on SourceForge. It includes extensive Accounting features plus Inventory, Sales Order, Purchase Order, Bill-of-Material, Workorder and also multi-bin capabilities, kitting, and an assemble-to-order configurator. It is built on the scalable PostreSQL open source database. If your business has reached the limits of your current software, or if you are looking for a solution that you can grow with, then xTuple PostBooks can help. xTuple PostBooks is the ideal business software platform for many small- to medium-sized businesses (SMBs). xTuple is listed in the InfoWorld 2015 Best of Open Source Software (Bossie Awards) in the ERP catagory. xTuple was also a winner of this award in 2012, 2013 and 2014.

xTuple’s commercially licensed editions include:

Distribution – all of the Postbooks functions plus multi-warehouse, emailing documents, EDI, lot/serial control, RMA, revision control, and MRP (material requirements planning).

Manufacturing Edition provides everything you need to run a sophisticated modern shop. it features multi-plant MRP, production scheduling, bills of operations, breeder bills for process manufacturing, capacity planning, and more.

Enterprise Edition—Manufacturing, Project, Web portal, Fixed Assets, xTuple Connect (formerly Batch Manager) data integration, plus the new Advanced Commissions module. For a comparison of features among these additions, see: http://www.xtuple.com/comparison

See our website for more information on using xTuple ERP software for your business.

Sage 100 Version 2015 Enhancements

March 11th, 2015 by Lee Graham

Sage 100 ERP  2015 Enhancements – due for release in Spring 2015

Library Master                                                                                        (includes System-wide Enhancements, Paperless Office, Customizer)
Pre-populated the SY_Country table in Sage 100 ERP with all the country codes. This includes the country codes already in Sage CRM and additional codes from the ISO standards.
Added a new User Preference to default to the current module when switching companies.
Added ability to optionally install Canadian Zip Code.
System Activity Log now displays which options are changed when any of the Setup Options records are updated (Framework modules only).
Country Code Maintenance now has a check box to require the State Code.
Added a module option to control exporting to Excel from ALE and right click within grids.
Added a module option to control printing from ALE lookups
Adding special help text to html page on launcher to explain how to set a default operand for lookups.
Sage Intelligence Viewer is now included in Role Maintenance for security.
Modified Company Preferences “Enable Company Specific Color” to also include borders/frames.
Added a link to L/M User Lookup Wizard from within each ALE Lookup.
Journal/Registers will now default the Print Full Comments checkbox to the last value used.
Customizer allows the user to create additional maintenance space on panels/forms for UDFs.  Adding special help text to html page on launcher.
Implemented performance improvements for printing checks and extended stubs to PDF through Paperless Office.
All reports now allow direct access to the associated Paperless Office Viewer by using the Save drop down menu.
Added UDF data sources in AP manual check to be consistent with check printing.
Added printing tasks for approximately 17 reports not previously available in Paperless Office.
Added printing tasks for RMA forms for Paperless Office.
Customizer examples and documentation for scripting will be added to Sage City as an on-going improvement.
Customer Relationship Manager Main Menu in Sage 100 ERP has been reordered to properly reflect integration steps.

General Ledger and Bank Reconciliation
Added ability to sort columns in Bank Rec entries using Excel as the model.
When entering an unformatted GL Account Number in report selections, the value will automatically be formatted just like Account Maintenance.
The GL Detail Report now prints Out of Balance when Total Debits are not equal to Total Credits.
Added a button in Account Maintenance on the Transactions tab to reverse a journal by creating the entries in General Journal Entry.
New sample bank format for the Positive Pay Export Wizard.
Added Sort and Selection by Account to the GL Account Audit Report.
Update the remit to name to Bank Rec (when “Print Remit To Information” is selected in check printing) instead of the Vendor Name. This is required for positive pay export.

Accounts Payable, Accounts Receivable and Credit Card Processing
Manual Check and Payment Entry now allow access to the “Select Invoices” dialog for all purchase transfer vendors.
Adding special help text to html page on launcher for the AP Aged Invoice Report describing how the AP Option to include multiple companies functions.
Added Sort and Selection by Vendor to the AP Vendor Audit Report.
In Credit Card Processing, added the ability to perform a second credit card pre-authorization after the first one has expired.
When creating a *PRNT* check, the print button will still be accessible even after the check is initially printed and the check number is written to the table, allowing the check to be re-printed.
Salesperson Commission Report now has Pay Date as one of the selections.
Added Column Sorting to Select Invoices for Payment dialog from Invoice Payment Selection.
Added Column Sorting to Select Check and Electronic Payment Maintenance dialog in Check and Electronic Payment Maintenance.
Added Column Sorting to Select Manual Check and Payment Invoices and Select Vendor Transfer Invoices dialogs in Manual Check and Payment Entry.
Added Column Sorting to Select Vendor Transfer Invoices in A/P Invoice Data Entry.
Added Column Sorting to Select Cash Receipts Invoices dialog in Cash Receipts Entry.
Added Column Sorting to Select Customer Invoices dialog in AP from AR Clearing Entry (Period End Processing).
Added Sort and Selection by Customer to the AR Customer Audit Report.

Sales Order, Purchase Order and RMA
Added new columns to grid for allocated freight or landed cost, and sales tax to PO Receipt History Inquiry. Several new fields in Additional dialog as well.
Added Warehouse Code, Sales Tax Schedule, Exemption Info, FOB and Ship Via on PO Ship-To Address dialog.
Added an option for the Purchase Order forms to use the email address in data entry for Paperless Office.
Added Copy From to PO Entry using multiple sources.
Added a calculator to the Landed cost field. Also added calculator and calendar to multiple other locations.
Added new printing options for “Keep Source Document Open” for PO forms.
Added the Batch Number to “This order is currently being…” dialogs in Purchase Order.
Added a new PO Option on the Generate tab that allows the user to select to either sort by Item Code or Sales Order Line No. when creating a new PO through generation.
Added a new option on the Sales Order Printing dialog to allow orders on hold to be printed.
Added Vendor Memo button to main panel (outside folder region) of Purchase Order Entry dialog.
Added Vendor Memo button to main panel (outside folder region) of Receipt of Goods Entry dialog.
Added Vendor Memo button to main panel (outside folder region) of Receipt of Invoice Entry dialog.
Added Vendor Memo button to main panel (outside folder region) of Return of Goods Entry dialog.
A warning will now display when leaving the Item Packaging Maintenance dialog in Shipping Data Entry
and the quantity shipped does not match the quantity packed.
SO Quote History Inquiry fields Product Type, Product Line, Price code, Created by, etc. are now properly displaying.
Added the Batch Number to “This order is currently being…” dialogs in Sales Order.
Added Ship Via to Customer Ship-To Address dialog.
Added Customer Memo button to main panel (outside folder region) of Sales Order Entry dialog.
Added Customer Memo button to main panel (outside folder region) of Invoice Entry dialog.
Added a new option to the Sales Order Printing dialog to prevent orders on hold from being printed.
Added a button to launch RMA Entry from Sage CRM.

Inventory and Bill of Materials
Added a new field in Item Maintenance Transactions tab to drill into the GL Source Journal.
Added Copy From for Product Line.
Added new Module Options to allow access to each Inventory Transaction Entry type.
Added a new option in Bill of Materials Options to synchronize the first line of the item description when both the item description and bill descriptions are the same. This option does not apply if the item has an extended description.
Added Sort and Selection by Item to the IM Item Audit Report.
Copy Item in Item Maintenance now allows the user to exclude Item Vendors and Alias Items.
In Item Maintenance, added the ability to launch Bill of Materials Maintenance.
Added separate Role Maintenance security for Item Vendors Maintenance accessed through Item Maintenance.
Last Physical Count Date will now update by Item and Warehouse. Both fields are now viewable in Item Maintenance/Inquiry.

Sage City Forums for product questions and tips

February 23rd, 2015 by Lee Graham

Visit Sage City’s On-line Forums for questions and discussions of Sage product features.  Also short descriptive videos and an Ideas (suggestion box) area where you can voice your desires for new product features.  Click on the links below …

Sage 100 Forums   Sage 300 Forums  SageCRM Forums

Sage 100 ERP Keyboard “Quick keys” speed up your job

November 11th, 2014 by Lee Graham

Do you constantly switch between your mouse and keyboard when doing work in Sage 100 ERP?  Instead of clicking on an icon or button, you can use these keyboard shortcuts so you don’t have to constantly switch between keyboard and mouse.

Lookup button, use F2 key to display the Lookup window for the current field.
Print button, use F4 key to print the report or listing associated with the task.
Flashlight button, use F3 or Alt+L to display an alternate lookup window for current field.
Browse button, use CTRL+F5 to select first record, CTRL + F6 to select prior record, CTRL + F7 to select next record, CTRL + F8 to select last record.
Accept button, use CTRL+A to save the current record.
Cancel button, use CTRL+C to cancel the entry of the current record.
Delete button, use ALT+D to delete the current record.
Print, use ALT+P to print the current report.
Setup, use ALT+S to display printer settings.
OK button, use ALT+O to display the OK button for dialog boxes and line entry.
Copy From button, use ALT+O to open the Copy From window.
Help button, use SHIFT+F1 to display help text for the window.
Undo button, use ALT+U to undo line changes.
Insert Line button, use ALT+N to insert a line.
Delete Line button, use ALT+D to delete a line.
Batch button, use ALT+B to open a batch window.
Email button, use ALT+E to send an email to the entered email address.
Comment button, use ALT+O to display extended comments.
Credit Checking button, use ALT+K to display credit card info using the internet.
Package Tracking button, use ALT+T to enter a tracking ID number for shipment and check the status of the shipment.
Web button, use ALT+U to launch a website based on the URL in the field.
Next Number button, use ALT+X to select the next number for the field.
Show Image button, use ALT+S to show the image specified in the field.
Paperless PDF button, use ALT+F to open the PDF for the selected record.