Sage 200 Erp Version 5 6a User Manual

Sage 100 ERP Tips and Tricks: Set up ACH Electronic Payments (MAS 90/200) Prepared by: Anthony Volpe Senior Software Consultant April 2016 LLB Group, LLC ♦ 2832 Mount Carmel Ave ♦ Glenside, PA 19038 ♦ 267.457.4700 ♦ www.LLBGroupTechSolutions.com. Introducing Sage 100 Chapter 1 Sage, the recognized leader in accounting software for small- and mid-size businesses, welcomes you to Sage 100. About This Guide The Getting Started Guide is for first-time users and people upgrading from a prior version of the product. This guide assumes you have a basic understanding of Microsoft Windows.

In October of 2012, Sage MAS 90, MAS 200 and MAS 200 SQL were renamed to Sage 100 Standard, Sage 100 Advanced and Sage 100 Premium respectively.

Sage 100 Version 2017 & Sage 100c

What is Sage 100c?

Sage 100 Version 2016 & Sage 100c

Sage 100 Version 2015

Sage 100 Version 2014

Sage 100 Version 2013

MAS 90 and MAS 200 Version 4.5

MAS 90 and MAS 200 Version 4.4

MAS 90 and MAS 200 Version 4.3

MAS 90 and MAS 200 Version 4.2

MAS 90 and MAS 200 Version 4.1

MAS 90 and MAS 200 Version 4.0

The release of MAS 90 and MAS 200 version 4.0 signifies the beginning of a new era for the product line. A key component of the product line’s success with customers has been our ability to update the software to take advantage of new technologies without starting from scratch. This enables customers to migrate smoothly to new versions.

MAS 90 and MAS 200 Version 3.7

The lower half relates to downmix settings for the 2.0 (stereo) mix. However, this is not the normal OS navigation window: as this is a Java application, it talks to the Mac in Unix, and it took me a little while to work out that I needed to go to the Volumes folder to access my various hard drives.The second page of the Encoder screen is for configuring the downmix settings. These settings control how the DTS decoder in the consumer’s equipment manages the downmix. Dts true hd. The top half of the window is for downmixing to 5.1, and only becomes relevant when the speaker layout has been set at more than 5.1.

MAS 90 and MAS 200 Level 3.70 provides customers with even more insights into their business than ever. Key enhancements boost the ease of use that Sage customers have always relied upon, while adding functionality that makes sense to businesses in today’s customer service oriented world.

MAS 90 and MAS 200 Version 3.61

As the core of the Sage MAS 90 and MAS 200 product line, the new Launcher boasts a unique welcome page that displays in HTML format and can be used to browse the Internet. It’s an instant starting point for useful information. The 3.61 release demonstrates Sage ’s commitment to be the leader in the middle market and our continuing efforts to provide our customers with features that make sense in today’s changing business environment.

MAS 90 and MAS 200 Version 3.5

With this release, Sage is clearly defining the product platforms for prospective customers. MAS 90 will now represent the single-user and LAN versions of the product line, and targeted toward high-end users, MAS 200 will include the client/server versions of the product line. MAS 200 is available for SQL Server and also available in non-SQL Server versions for the Windows NT and UNIX platforms.

MAS 90 Version 3.4

This release demonstrates both our commitment to be the leader in the middle market, and our continuing efforts to provide our customers with features that make sense in today’s rapidly changing business environment. Level 3.4’s design is the result of compiling recommendations from four major sources: the Customer Support Services database, Business Partner Advisory Council suggestions, enhancement requests received during product education classes, both at the corporate office and at Authorized Training Centers, and from an e-mail survey of customers.

MAS 90 Version 3.3

These training videos cover everything you need to know, in detail, to get up and running and to stay proficient on Sage MAS 90 and MAS 200 (currently known as Sage 100).

You can use Report Designer to amend the standard Sage 200c reports and documents (layouts, letters and labels) provided with Sage 200c or create new ones.

Open: Tools > Run Sage Report Designer.

Note: To access Report Designer, your user account must be a member of a role with access to Report Designer features. This is set in System Administration.

You can:

• Make changes to the standard reports and documents.

  • Add or remove criteria.

  • Divide information into groups.

  • Sort the order that the information appears.

  • Filter the information that appears.

  • Change the styles that are applied, such as the font and size of the text and headings.

  • Add images.

  • Generate your reports and documents in a variety of file formats, such as PDF, HTML, CSVComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format..

  • Set them up to send to your customer or supplier contacts in Sage 200c via email.
  • Add or move information to match your own stationery layouts for documents such as invoices, remittances and credit notes.
• Create new reports and documents.
• Add information from other Sage 200c modules or other data sources.

Need help with creating reports?

To find help on creating your own reports, use the Help menu in Report Designer.

Saving reports and documents edited in Report Designer

Reports and documents are stored in three levels:

• Company.

  This for reports and documents that you have customised for a specific company. You should only use this if you have more than one company.

• Custom.

  This is for report and documents that you have customised and are used by all your Sage 200c companies.

• Default.

  These are the standard report and document templates that we provided for you with Sage 200c.

When a report is run or document is printed, the company specific versions are checked first, then the custom versions and finally the default versions. The first version of the report or document located is used.

To make sure the new or edited report or document is run when the reporting or printing option is selected in Sage 200c, you must save any customised reports or documents to the custom or company folder, using the same folder structure and the same name as the default version.

• Reports are stored in a folder structure based on the report type and module that the report is generated from.

  For example: Sales Ledger reports are stored in the reports > sales folder, stock reports are stored in the reports > stock folder and so on.

  • Company specific reports are stored using this folder structure: company/<company name>/reports/<module name>

  • Custom reports are stored using this folder structure:custom/reports/<module name >.
  • Default reports are stored using this folder structure: default/reports/<module name>.

• Documents are stored in a folder for each document type. Layouts in the layouts folder, letters in the letters folder and labels in the labels folder. Letters and layouts can be saved with different names as you can use multiple versions of these.

  • Company specific documents are stored using this folder structure: company/<company name>/document type>/.
  • Custom documents are stored using this folder structure: custom/<document type>/.
  • Default documents are stored using this folder structure: default/<document type>/.

Reports and documents are stored on your PC in the Sage 200c installation folder.

For example, if Sage 200c is installed to C:Sage, then you would find your reports in C:Sagereporting:

• An invoice layout specifically for the company Abbey Retail would be found in C:SagereportingcompanyAbbey Retaillayouts.
• A custom invoice layout for all companies would be found in C:Sagereportingcustomlayouts.

Reports and documents are stored in the Sage > Reporting folder.

You must save any customised reports and documents to the custom or company folder, using the same folder structure and the same name as the default report.

When Sage 200c is first installed the required folder structure for the company specific reports and documents is not created. The first time you save a company specific report or document, you must create the required folders.

Save company specific reports and documents

1. Create the required folders:
   • For reports, make sure you have the following folders: Sage/ Reporting/Company <company name>/reports/<module name>/.
   • For documents, make sure you have the following folders: Sage/Reporting/Company/<company name>/<document type>/.
2. Edit or create the report or document in Report Designer.
3. Go to File > Save As.
4. Save the report with the same name and folder structure as the default version.

Save custom reports and documents

1. Edit or create the report or document in Report Designer.
2. Go to File > Save As.
3. Save the report with the same name and folder structure as the default version.

To add a report to the menu as a new menu item, you must have access to the System Administration and the Menu Edit Mode in Sage 200c.

Note: You can't add custom layouts, letters or labels as menu items.

1. Create a new feature and target for the report in System Administration.

   How to add a new feature and target

   Open: System Administration > Features

   1. Right-click the folder you want to add the report to and select Add new feature.
   2. Enter a Name for the new feature.
   3. In the Feature Properties section, select Targets and click Add.
   4. Enter a Name for the target.
   5. Select Report from the Target Type drop-down list.
   6. Click the browse button and select the report.
   7. Click Save.

2. Add the new feature to a role (or roles). This is to make sure the correct Sage 200c users can access the new report.

   How to authorise a feature for a role

   1. Right-click the new feature and select Role Authorisation.
   2. Select the roles that will have access to the report.

3. Add a new menu item to the menu in Sage 200c and associate it with the target you have created.

   Note: You must have Can Edit Menu selected on your user account in System Administration in order to add a menu item to the Sage 200c menu.

   Open: Navigation Area, select the Menu View and click Edit Menu .

   The Menu Edit Mode is opened and an Edit toolbar is available.

   Online darts scorer vs computer. To add a menu item, click New and select New Menu Item.

   You can add an existing target:
   • An existing option from any of the Sage 200c modules.
   • An item, such as a workspace or report.
   • An item from a third party database that has a target set up in System Administration.
   1. Enter a Title for the new menu item.
   2. Select the Target from the available list.
   • Expand the folders to find what you want within them.
   3. Enter a custom icon, if required.

      Select an icon already provided:

      1. Click Browse on the New Menu Item window to open the Select Icon window.
      2. Select an icon from those displayed.
      3. Click OK.

      Select an icon of your own:

      1. Click Browse on the New Menu Item window to open the Select Icon window.
      2. Click Browse on the Select Icon window.
      3. Locate the file with your own icons.
      4. Click Open.
   4. Click OK.

Note: You can replace standard reports in Manufacturing modules, using the Custom Layouts option in Manufacturing System Manager.

Other tasks

Overview

Reference