Sage’s Platinum for Windows and SagePro being retired. Sage’s Migration offer also expires March 15th

January 17th, 2014 by Lee Graham

Sage’s Platinum for Windows and SagePro products are being retired as of March 31, 2014.

Sage Platinum For Windows was written using the Microsoft Visual Basic programming language. Microsoft ended support for Visual Basic in 2008.  SagePro is based on Microsoft’s Foxpro technology.  On January 12, 2010 the mainstream support for Microsoft Visual FoxPro ceased.

Sage currently supports these platforms for Sage PFW ERP and SagePro customers, but that will end March 31st, 2014.  Companies using Sage Platinum for Windows  or SagePro can receive significant discounts by migrating to one of Sage’s flagship products, including Sage Sage 100 (MAS 90  and MAS 200), and Sage 300 (Accpac)  under the Sage Investment Protection Plan.  This is an important deal, and it should be reviewed as part of companies’ strategic planning.    Companies will receive credits for their existing  user-licenses (both companies on maintenance plans and off-plan) when they migrate. This offer will expire on March 15th, 2014.  Friendly Systems, Inc. can help you evaluate Sage 100 (MAS 90 & MAS 200),  Sage 300 (Accpac) and other products  for your future needs.  Do you have customized software?  We can also modify Sage 100 (MAS 90 & MAS 200) and other products to suit your specific needs.  In addition to Sage 100 (Mas90/200) and Sage 300 (Accpac) modifications, we are dealers for one of the top open-source manufacturing software packages, xTuple.  Call us or see our website for more info.

 

United Cerebral Palsy could use your help

November 22nd, 2013 by Phil McIntosh

We received the following from Laura Heise, Director of Finance at United Cerebral Palsy in Atlanta, and we’d like to do our part to spread the word:

Stand with me to support those with disabilities in your community!

The State of Georgia has been looking at new rates for agencies who care for the developmentally disabled (like United Cerebral Palsy of Georgia-UCP) for quite some time-years in fact. We have yet to see any rate increase but the State is taking up the issue again and we need your help. Getting a rate increase means we can afford to pay a decent wage to our caregivers and provide enough caregivers in our programs to allow our consumers to live a life without limits.

Attached is a document labeled “talking points” which explains how rates to support those with disabilities have evolved over time—to demonstrate to you that we do really need an increase to help support our consumers. Imagine trying to run your business or household on the same income that you had in 2003—10 years ago? That seems ridiculous but that is exactly what UCP has had to do for the last 10 years.

I am asking you to contact your legislators and tell them that you care about people with disabilities in Georgia. Attached are sample letters and talking points you can use to do that. This link takes you to a page where you can click use a map to click on your home area/city and it will then tell you who your local legislators are: http://openstates.org/ga/ (use the plus sign on the map and your mouse to navigate around the state to find your home area/city.)

Thanks for considering helping in our efforts—and tell your friends and neighbors too. Again, if you have questions in order to make your decision, feel free to ask me.

xTuple ERP 4.2.0 is now available with new features

November 18th, 2013 by Lee Graham

As many ERP vendors continue to scale back their investments in product development, xTuple is innovating at the intersection of new technology and industry best practices. xTuple’s next-generation Mobile Web solution runs on any modern tablet or smartphone, is completely interoperable with the xTuple Desktop client, and is available for on-premise xTuple installations and/or the xTuple Cloud service.

Recently released xTuple ERP 4.2 includes multiple enhancements to CRM, Project, Purchasing and Sales modules in the Desktop client, including the ability to edit Work Orders within Sales Orders (a key feature for wholesale distributors); major enhancements to Lot/Serial tracking; and a system-wide implementation of document management, with the ability to attach documents of any type to any order, form, or base record.

The Mobile Web client now includes several functional elements of the Inventory module, including the ability to issue stock from a sales order, and both clients include hundreds of minor bug fixes and other enhancements,.

Multiple enhancements to Project
Updated Project List screen to show Projects, Project Tasks, and all associated Orders
New filter on Project List allows filtering by Project, Task, and Order
Combined Tasks and Order Activity on Project screen
Added Characteristics to Projects
Added support for Project Types

Edit Work Orders on the Sales Order Item screen

Manage job items during sales order entry

Hot Docking report
Show items that were just received that have demand

Alternate routings

Support for multiple active BOOs per Item

Receiving enhancements
Enter Lot/Serial characteristics on receiving screen

Sales Order Item enhancements
Add Alias to Item Widget type-ahead search
Modify BOM and BOO when copying Items

PO Enhancements
Add PO lookup feature
Unrelease POs

Document Tab now available everywhere the Comment Tab is
Attach documents in more places than ever

Characteristics added to Sales Orders, Invoices, and Purchase Orders
Expanded capability for linking custom information

Let us know if you’re interested in more information on considering xTuple for your ERP solution.

Security Alert – Microsoft will stop Windows XP Security patches in 2014

November 18th, 2013 by Lee Graham

Microsoft plans to stop Windows XP Security patches in April 2014.  XP no longer contributes to Microsoft’s bottom line, hence — more than 12 years after the product was first released — they plan to stop releasing public updates and patches in April 2014.  Cybercriminals target widely installed systems that sport known vulnerabilities.  By discontinuing security patches, Windows XP will increasingly become a security risk to your organization.  Check your workstations to see who is still running Windows XP and develop a security plan before April of next year.

New SageCRM version 7.2b features

November 15th, 2013 by Lee Graham

Sage has announced new features for SageCRM version 7.2b.   This upgrade is available for Sage 100 (MAS 90/200) ERP 2013 PU4 version and Sage 300 (Accpac) ERP 2012 (v6.1).

New Mobile SageCRM apps.  Deliver a great customer service with real time information, answers and results.

Sage CRM Sales Lite For sales users on the road who need up-to-date information on their phone, even when out of coverage. Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks and appointments, and integrates the iPhone allowing users to track and log outbound calls, email and SMS activities.

New features for iPhone, iPad and Windows 8 and Android devices.  Including Windows 8 Sales Tracker app.

Social CRM features for Facebook, Twitter and LinkedIn.  View Company or Facebook details on your CRM screen.

SageCRM collaboration powered by Yammer.  Business collaboration for individual users and teams of users allowing them to collaborate with Yammer Groups, across records using Yammer Topics.  Drive productivity through better team collaboration.  Sales managers can get better insight into team performance and the largest deals through employee conversations.

Improved Reporting features built in to SageCRM 7.2b.   All charts generated in HTML5 – so Flash is not required.  Full access to Fusion Charts for further report customization.  New chart-types and drill down capability.

 

 

Creating Custom Lookups in Sage 100 (Mas 90/200)

September 26th, 2013 by Lee Graham

Most of the data entry screens in Sage 100 ERP contain a lookup option for various fields. Customer Maintenance, for example, contains lookups for the customer number, salesperson number, terms code and other fields. If you press the magnifying-glass lookup icon, you are able to scroll through a listing of all your customers, salespeople, etc. For customer codes, the lookup panel contains the customer number, customer name, zip code and phone number. You can customize any of these lookup panels to meet your needs. You can change the data elements that are displayed, change the arrangement of the data and even add calculated data fields to the lookup. By customizing the displayed data in your lookup, you can create “mini” reports to give you information almost instantly.  An excel-button on the bottom right of the screen automatically exports the data on your lookup to excel,  or you can print the screen results.

Procedures for creating custom lookups:   Click the magnifying-glass icon for the field you are looking up, then note the CUSTOM button on the lower-left of the screen.   CUSTOM leads you to screens that help you create as many custom lookups as desired, and you can choose one of your custom lookups as your default-lookup instead of the standard lookup provided.   You can add or delete data fields to your lookups, change the order of the fields displayed, add selection criteria for the records retrieved and even add new calculated-fields to any of your custom lookups. You can also have your Custom lookups use selection-filters to limit the entries displayed – such as selecting “Georgia Customers” or COD Terms customers.  If you spend a lot of time hunting for information in your system: customers, vendors, invoices, etc – take some time to experiment with the custom-lookup features provided.   Let us know if we can help.

 

 

xTuple ERP again makes the list of Best Open Source Software

September 17th, 2013 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 may businesses are running fine on the Postbooks version.

The xTuple PostBooks version(free download) 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 2013 Best of Open Source Software (Bossie Awards) in the ERP catagory.  xTuple was also a winner of this award in 2012.

xTuple’s commercially licensed editions include:

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

Project Edition – which is the Standard Edition plus project accounting.

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.

Keeping your Inventory and GL in balance in Sage 100 (Mas 90/200)

September 16th, 2013 by Lee Graham

Note that the Sage 100 Trial Balance and Transaction Detail Reports in Inventory are date sensitive and use the same posting date as the General Ledger. The Trial Balance and Detail Transaction reports should be used for reconciling to the General Ledger.  Other Inventory Reports reflect “up to the moment” balances and should not be used for balancing to the GL.

As with any reconciliation, you might find situations where the Trial Balance Report in Inventory does not balance to the corresponding account in the General Ledger.

Report/Table features:

Trial Balance and Valuation by Period reports use the IM_PeriodPostingHistory table.  This table contains the BeginningBalance, PeriodChangeQty and PeriodChangeDollarAmts. This should match the Detail Transaction Report when run for the same period.  These reports should be run far into the future to capture any future period changes when comparing with the Stock Status, Valuation Reports and GL Inventory Accounts.

Inventory Detail Transaction Report uses the IM_ItemTransactionHistory table and provides detail records for the Trial Balance and Valuation by Period for the same period.

Factors that can cause these Inventory Reports to not match with the Inventory Account in General Ledger:

Turning off integration to General Ledger from any module that posts to Inventory.

Hardware errors or lost-connectivity during an update from a module register causing entries to be lost.

Clearing the Daily Transaction Register postings before updating the Daily Transaction Register. Postings are made to Inventory during the subsidiary module update but not to the General Ledger history.

Posting to the wrong GL accounts.

Rounding issues if decimal precision for unit cost is set to more than 2 characters.

Restoring some files from backup, but not the entire MAS_XXX (XXX=Company Code) folder.

Editing of data files using Utilities.

Issues in data from prior versions, including:  Not closing modules in a timely manner in versions prior to 4.40. and posting to a closed period in versions prior to 4.40, or use of the ‘Fix’ button in 3.x versions.

Checklist when reconciling the Inventory Reports to the corresponding GL account balances:

Look at all areas where posting accounts are required. Verify that the correct Inventory Account is being used wherever it is required, and incorrect accounts are not being posted to.  Check the settings, including:

Inventory Product Line Maintenance – Accounts tab for all product lines.

Miscellaneous Item Maintenance via Sales Order setup or Common Information main menus Accounts tab.

Verify the GL accounts setup for postings is not using the same GL account for the debit posting as the credit posting causing a zero entry.

Use original hard copies of the register, journals, and the Daily Transaction Register to verify entries are not missing from the General Ledger.

Use the Company Maintenance in Library Master to make a copy of your live data files to a test company. Then, reconcile the General Ledger balance against the Inventory Reports, noting the steps required.

Use the G/L Detail By Source Report to reconcile. Verify each transaction posting back to each register. Verify that no postings to the Inventory Account in General Ledger resulted from an inappropriate subsidiary module or Journal Entry. If a transaction was posted that did not result from an appropriate subsidiary module, reverse the entry in the appropriate module and reenter the transaction in the appropriate module.

An Easy way to try and also use xTuple ERP

July 10th, 2013 by Lee Graham

For the first time, you are able to evaluate both the xTuple Desktop client AND the new Mobile Web client – on the same database, hosted on one of several cloud servers around the world (for optimal service, you have the option to select the data center nearest you).

Actually, you will have TWO databases – the familiar Demo database with the ProDiem Toy Truck Company – and a QuickStart database you use to start setting up your own company, from scratch.

Best of all, you can move seamlessly from the Free Trial QuickStart to a live production database in the new, expanded xTuple Cloud service. Go live with an xTuple Cloud system with as few as one user and any Edition of xTuple: PostBook (free version), Standard (additional features including multi-warehouse), Manufacturing or Enterprise.

Visit xTuple’s free-trial web page at:  http://www.xtuple.com/free-trial

Of course, you can always download xTuple and run it on your own Windows, Apple or Linux system.   Call Friendly Systems for more information.

The xTuple PostBooks version(free download) 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 QuickBooks, Peachtree or MYOB, or if you are looking for a starter solution that you won’t have to throw away in a year, 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 2012 Best of Open Source Software (Bossie Awards) in the ERP catagory.  You can continue with the PostBooks version of xTuple, or upgrade features all the way to their full-blown manufacturing ERP software if you need sophisticated manufacturing functionality.

Sage offers incentives to get back on maintenance plans.

June 28th, 2013 by Lee Graham

Sage is offering Off-plan customers who are lapsed less than three versions back (N-2) from the current version (currently version 4.4 or later) who get on a current plan.  There are some details involved, but if you’re considering adding functionality to your system, you can purchase that functionality and get back on-maintenance via these 2013 deals.

Option 1: Late fees waived (up to 100%). Simply purchase any of the Sage cross-sell products listed below, and the late fee will be reduced dollar for dollar up to the value of the cross-sell products purchased.* Sage Intelligence Sage CRM (minimum five users) Sage Fixed Assets, Sage HRMS, Sage Inventory Advisor  or Any Sage Endorsed solutions such as Avalara Sales Taxes, Document Management, AccuPOS and others.

Option 2: 100% late fees waived! Promotion applies to any of the following: Customers who purchase a Gold support plan,  Customers who purchase Sage Payment Solutions, sign up, and activate a merchant ID Note: This promotion does not apply to the lapsed coverage fees for the period of time that the customer has been off plan. *For subscription sales, the 12-months’ value of subscription will be applied. Sept. 30, 2013 Off-Plan Customers Customers receive 30% off Customers who are off plan outside N-2 (N-3+) who get back on will receive 30% off the New License SLP when purchasing the mandatory one year of Sage Business Care moving forward. The Sage Business Care plan price is based upon full New License SLP, and standard M&S margins apply. Off-plan customers who purchase the current version are eligible for user-based pricing. Note: Discount on New License SLP cannot be combined with any other promotion and applies only to customers coming back on plan for the same product platform. Discount on SLP does not apply to additional users or new module purchases. View Details June 30, 2013 Off Plan Customers Subscription Offer 30% discount off the monthly subscription price for the first two years. The promotion offers a great alternative for customers who are off plan outside N-2 (N-3+) and wish to avoid up-front costs and move to the current version with a low monthly subscription price. For a limited time, these customers can subscribe for 30% off the current monthly subscription price for the first two years. Offer only applies to the first 24 monthly payments.

Let us know if you are off-maintenance and would like to explore any of these options.