Sage MAS and ACT! - Components, Tips and Add-ons

ACT! Link for Sage MAS 90 and Sage MAS 200 by Greytrix

2011-11-02T02:56:00.000-07:00

Now integrate your Sage ACT! and Sage ERP MAS 90/200 with GUMU™ ACT! Link by Greytrix. It offers various useful features for a smooth integration between your front and back office. Some of the features below which makes GUMU™ ACT! link different from other products and essential for your Business.

View MAS Customer as well as Vendor details and Transactions in ACT!
View AR/AP Ageing as of any Date.
Create ACT! Opportunity and promote it as a Sales Order in MAS.
SO Launcher that invokes MAS SalesOrder screen from ACT!
Integrate Multiple MAS Companies with Single Instance of ACT!

And many more.. for detailed information and a Free 30 days full featured trial visit our website http://www.greytrix.com/product-130-GUMU_ACT_Link_for_Sage_MAS_90_ERP.htm

You can find videos on our Greytrix YouTube channel covering the various features and areas of GUMU ACT! Link for Sage MAS 90/200 ERP http://www.youtube.com/greytrixsage

What’s more, it is compatible with latest Sage Products as follows:

Sage Software	Version	Edition
Sage ACT!	2012	Premium (access via windows)
	2012	Pro
	2011	Premium (access via windows)
	2011	Pro
	2010	Premium (access via windows)
	2010	Pro
Sage ERP MAS 90/200	4.5	MAS90/200 ProvideX
	4.5	MAS 200 SQL
	4.45	MAS 200 SQL
	4.4	EES

For more information contact us on sage@greytrix.com

** Related blogs for GUMU ACT Link for Sage MAS 90/200 ERP**

How to setup GUMU ACT! Link for Sage MAS 90/200 on Workgroup machines

Mapping Pattern of GUMU ACT Link for Sage MAS 90/200 ERP

ACT Link for Sage MAS 90 ERP by Greytrix

How to setup GUMU ACT! Link for Sage MAS 90/200 on Workgroup machines

2011-08-22T02:16:00.000-07:00

Recently we came across a client who wants to install GUMU ACT! Link on Workgroup machines. As with use of GUMU ACT! Link on Domain machines it’s easy to use GUMU ACT! Link on Workgroup machines.

Just a few steps more and you are good to go.

Here are the options and steps to use GUMU ACT! Link on Workstation machines.

Option 1:
1. Create a new Windows User with account type as ‘Computer administrator’ on Server machine and all ACT! Workstation machines. Provide the below credentials:
a. Name: GUMUUser
b. Password: gumuuser
2. Login to Workstation machine with the user you were using till now.
3. Right click on Sage ACT! and click on Run as… In Run As window select GUMUUser instead of Current user and Test Connection.

Option 2:
1. Create a new Windows User with account type as ‘Computer administrator’ on Server machine and all ACT! Workstation machines. Provide the below credentials:
a. Name: GUMUUser
b. Password: gumuuser

2. Login to Workstation machine with GUMUUser
3. Open Sage ACT! and Test Connection.

Let’s see this with an example.
A client is having 3 machines [1 server (e.g. Windows Server 2008 R2 or Windows Server 2003) and 2 workstations (e.g. Windows 7 or Windows XP)]. All are in a Workgroup named ‘DEMO’. Sage ACT! server and Sage ERP MAS 90 server are installed on the server machine whereas Sage ACT! workstations are installed on the 2 workstation machines. Server machine name is Demo1 whereas workstation machine names are Demo2 and Demo3.

After installing GUMU ACT! Link on server as well as workstation machines below are the steps you need to follow to allow access to MAS data for Demo2 and Demo3 machine users.

1. Create a new Windows User with account type as ‘Computer administrator’ on Demo1, Demo2 and Demo3. Provide below credentials to all of them:
a. Name: GUMUUser
b. Password: gumuuser
2. Allow login to Workstation machines to both the Demo2 and Demo3 users with the login they were using till now.
3. Right click on Sage ACT! and click on Run as… In Run As window select GUMUUser instead of Current user.

These 3 steps will allow ACT! Workstation users to access MAS data using GUMU ACT! Link.

Mapping Pattern of GUMU ACT Link for Sage MAS 90/200 ERP

2011-04-25T00:38:00.000-07:00

GUMU ACT Link for Sage MAS 90/200 uses following mapping pattern for integration:

ACT! By Sage à Sage MAS 90/200

Company à Customer/Vendor

Contact à Contact

As in Sage MAS system we create Customer/Vendor and then their Contacts, we followed the similar mapping. This way we can import ACT! Contacts to Sage MAS as MAS Contacts (After importing ACT! Company as MAS Customer/Vendor) which is otherwise not possible.

Tip - We would suggest creating ACT! Users as Sales Person in MAS. This would be helpful when an ACT! user promotes Sales Order/Customer to MAS with his name selected as a Sales Person.

For more information about GUMU ACT! Link and to download a 30 days FREE Full Featured trial visit
http://www.greytrix.com/product-130-GUMU_ACT_Link_for_Sage_MAS_90_ERP.htm

For any queries or more information, please drop us an email at sage@greytrix.com.

GUMU MAS Integration now for your Sage CRM - Sage MAS 90 EES – Part II

2011-04-20T08:48:00.000-07:00

In our earlier post you read about the key points of our GUMU MAS EES which works parallel with your SageCRM – Sage MAS 90/200 EES.

http://sagemas.blogspot.com/2010/08/gumu-mas-integration-now-for-your-sage.html

Now is the time to actually see how it works and how your data flows REAL TIME in your Sage CRM - Sage MAS 90/200 EES using GUMU MAS EES.

On successful installation of your GUMU MAS EES, you will see 4 new TABS in your SageCRM system. I am sure you will have concern about giving access of your information to one or all, let’s discuss the Security matrix a bit later. For now let’s see what Data is seen in these Tabs in your Sage CRM. It’s all Real-Time from your Sage MAS90/200

1. AR Inquiry Tab :- Under this tab, you can view the entire AR invoice list for particular company from Sage MAS on real time basis.

You can drill down to any invoice by clicking details of that particular invoice, which displays total along with line item details. Let’s see invoice details for invoice number 0100073.

2. Order Inquiry :- This tab displays list of all the orders from Sage MAS 90 on a real time basis

You can go into more information by clicking Details of particular Sales order. This will display the Order header, order detail and order details for that particular order number. Let’s see order number 256

3. Sales Summary :- This tab displays sales summary for the selected fiscal year and fiscal period. It displays like Sales, Cost of goods Sold, Cash received, No. of invoices, Finance Charges, & No. of financial charges

4. Item Sales history :- This tab displays sales history for a particular item in selected fiscal year and Ship to code for all the periods. It displays information like QTY sold, Dollars sold, Cost sold, Qty return, Prior year qty, var% i.e. the amount of percentage increase or decrease compared to last fiscal year.

That was about GUMU MAS EES. We’ve see a lot of data REAL TIME from Sage MAS into your Sage CRM but does all this data need to be shown to all. In our GUMU solutions we provide the Admin user with a Security Matrix for providing access to the users depending on their role and need to view this confidential data.

Security Matrix:

This was about GUMU MAS EES. And yes, it is customizable so if you are looking into anything specific it can be made to fit your business needs.

Have a GUMU Day!

If you find this content useful, please drop us an email at sage@greytrix.com.

GUMU MAS Integration now for your Sage CRM - Sage MAS 90 EES – Part I

2010-08-18T04:37:00.001-07:00

Get REAL TIME information in your Sage CRM - Sage MAS EES..Yes, its True!!

We are glad to announce the release of our new solution GUMU MAS EES. Your favorite GUMU for SageCRM - Sage MAS90/200 Integration features now packed in a new solution which works parallel with SageCRM – Sage MAS 90/200 EES. So basically we now have two solutions

* GUMU MAS 90 - One for your Standalone Sage MAS and Sage CRM system
* GUMU MAS EES – Two for your Sage CRM - Sage MAS 90/200 EES system

The first question ofcoz what special can we offer to our SageCRM - Sage MAS 90/200 EES users.

1) Functionality of Sage MAS 90/200 EES with their standard integration routines
2) GUMU features like viewing REAL TIME transaction data and Order Entry functionality from within your SageCRM

Isn’t the Order Entry functionality exciting, let us explain it in more detail? (This has been one of the favorite feature of GUMU MAS Integration which you can now offer to SageCRM – Sage MAS90/200 EES users.)

There occurs instances when you would like to access Sage CRM through browser in the network or from the internet (outside network through static IP/ or terminal services) and would like to access data on real time basis. This is now possible with our GUMU MAS EES
For this you just have to make sure that
1) GUMU link should be installed on the CRM server
2) MAS server should be connected to CRM server

Once this is setup GUMU will help you not only to create orders but also promote the orders to MAS. So you can use EES functionality when you are on your machine where MAS workstation is installed and of course while you are accessing CRM using the network or internet then its GUMU MAS EES.

I am sure your next question would be how would that be possible from where will you get products and pricing for creating orders from within SageCRM while using Sage MAS EES.

GUMU MAS EES imports all the products along with respective pricings in Sage CRM for creating orders.

While we are completing this Blog, we are working towards the next one for more on our GUMU MAS EES, how it actually works and how you can see Real Time information in your Sage CRM and Promote Orders. In the meantime for any queries, please email us on sage@greytrix.com.

Greytrix Integration and Migration Solutions for Sage

2010-08-14T04:29:00.000-07:00

We'll see today some nice graphical presentation of Greytrix migration and integrations solutions created specially for Sage Product Lines better know as 'GUMU' Solutions for Sage.

As we tell all our partners for any of your integration or migration needs visit our website http://www.greytrix.com or email us on sage@greytrix.com and we may have a GUMU for it.

Greytrix Integration Solutions

New Releases - ACT! Link for Sage MAS90/200 ERP. Refer our website for Pricing and Ordering Instructions

Greytrix Integration Solutions

Greytrix Migration Solutions - For CRM

New Releases - Custom Migration from Sage SalesLogix to SageCRM.

Greytrix Migration Solutions (CRM)

Greytrix Migration Solutions - For ERP

Extended upto September 30, 2010 - Migration from QuickBooks to Sage MAS90/200 ERP, FREE Migration Offer by Sage. A simple process and no effort migration. Read More

Greytrix Migration Solutions (ERP)

GUMU for Sage CRM - Sage MAS 500 ERP Integration

2010-08-03T03:27:00.000-07:00

Greytrix has released its latest version of GUMU SageCRM integration with Sage MAS500 ERP. This is a real time bi-directional integration between SageCRM and Sage MAS 500 ERP. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise we have dropped some unwanted and cumbersome steps during installation and configuration of the integration link.

GUMU is currently compatible with following versions (Check with us if you cant find your version in the list)
Sage CRM : 6.1, 6.2 (With latest patches) and 7.0SP1
Sage MAS 500 : 7.05, 7.2, 7.3

Additional features :

GUMU for Sage CRM - Sage MAS 500 Integration uses Sage CRM webservices to insert and update data in to Sage CRM. This takes care of the Sage CRM updates where the MAS 500 system is not on the same machine as Sage CRM and since we are using Sage CRM webservices, the data integrity is taken care of.

Multiple Company Integration - GUMU integration with Sage MAS 500 ERP allows you to integrate multiple MAS 500 companies with a single Sage CRM instance. Hence using a single Sage CRM instance you can manage more than one MAS 500 customer.

SageCRM Solo - You can now use this integration with your Sage CRM Solo system.

Key features of Standard integration:

- Customer Import: Import/synchronize Sage MAS 500 customers to create companies, addresses and people in SageCRM. The latest version allows you to import customers on the basis of customer number or last updated date. The last updated date option allows the user to sync only those records that were updated after a specify date. The import routine creates Sage CRM company records from MAS 500 customers. The customers that are imported in Sage CRM are now linked with its corresponding MAS 500 customer. Any changes to record in one system will now be updated in the other system.

View Orders: You can view the customer's sales orders under its corresponding customer record in Sage CRM. The page provides with the option to filter the records based on their status i.e. open and closed. These order records are read only. The user can drill down to sales order details including line items and delivery status etc.

AR Inquiry: You can view customer AR Inquiry its corresponding customer record in Sage CRM. The page provides the option to filter the records based on their status i.e. open and fully paid. These AR inquiry records are read only. The user can drill down to sales order details including line items and delivery status etc.

Credit Info Analysis: View customer aged analysis, summary and detail, including drill down to transaction splits in detail lines. You can view the customer sales aging on the graphical interface that is new in this version.

Key features of Order Entry integration:

- Product Import: Import/ synchronize MAS 500 items with CRM products.

- SageCRM Quotes: Create SageCRM quotes using MAS 500 pricing and discounts, including quantity discounts. Quotes may then be converted to orders and promoted to MAS 500 using SageCRM functionality.

Custom Item Lookup: Apart from the standard item lookup GUMU integration provides the user with a custom item lookup where the user has more flexiblity for searching the items in MAS 500 based on quantity on hand, warehouse and item description.

- SageCRM Orders: Create SageCRM orders using MAS 500 pricing and discounts, including quantity discounts. GUMU integration takes care of the product pricing by fetching the latest product pricing from MAS 500 everytime a product is selected. Hence the user always creates a order based on the latest pricing in MAS 500. The GUMU integration also calculates the tax on each line items based on the warehouse location, quantity, UOM etc of the item. The order from Sage CRM is posted in MAS 500 using the Sage CRM order entry screen. The order number is generate from MAS 500 itself and updated in Sage CRM on sucessful posting of the order in MAS 500.

ACT Link for Sage MAS 90 ERP by Greytrix

2010-05-11T21:28:00.000-07:00

Your favorite ACT! Link in a New AVATAR

Visit us a Sage Insights 2010 Booth # 526 to know more about Greytrix Migration and Integration Solutions

GUMU™ for ACT! by Sage - Sage MAS 90/200 Integration is a real time integration between your ACT! and Sage MAS 90/200. It also includes a utility so you can easily migrate your old clients who are using existing ACT! MLink to the new GUMU ACT! Link.

Supports ACT 2010 and Sage MAS 90/200 4.4

Key features of integration:

- Customer Import: Import/synchronize Sage MAS 90/200 customers to create companies and contact in Sage ACT!.

- Vendor Import: Import/synchronize Sage MAS 90/200 vendors to create companies and contact in Sage ACT!.

- Ageing: View AR/AP Ageing as of any date.

- Sales Register: View Invoices, Sales Orders, Customer Item Purchase History, Item Sales of MAS 90/200 customer linked with Sage ACT! Company. You can even drill down to transaction details including line items, payment details etc.

- Purchase Register: View Invoices, Purchase Orders, Item Purchases of MAS 90/200 vendor linked to Sage ACT! Company. You can even drill down to transaction details including line items and payment details etc.

Key features of Order Entry integration:

- Product Import: Import/ synchronize MAS 90/200 items with Sage ACT! products.

- Sage ACT! Opportunity: Convert Sage ACT opportunity using MAS 90/200 pricing and discounts, including quantity discounts.

- Sage ACT! Orders: Create Sage ACT! opportunity using MAS 90/200 pricing and discounts, including quantity discounts. Promote Sage ACT! opportunity to MAS 90/200 as Sales Order.

Monthly Rolling AR Report

2010-02-17T00:44:00.000-08:00

How often do you want to view the customer’s yearly transactions records by monthly? In MAS 500 the transaction data can be viewed, but using different filter queries from different reports to get the exact monthly data.

We at Greytrix have developed a report called ‘Monthly Rolling AR Report’ where user will be able to view the entire customer transactions total at one place according to the fiscal periods. Please refer the below screenshot.

In the above screen there will be default selection criteria for the current fiscal year. User can change the fiscal year for which the data is to display. The transaction records will be displayed month wise for the selected fiscal year. User also has the ability to view the data on the basis of selection criteria of customer, customer class and customer name.

When user prints the report along with the transaction data the Beginning balance and Ending balance for a particular month will be calculated and displayed. The report will display by monthly for all customers in the following format.

January	February	March	April	May
Beg Balance	Beg Balance	Beg Balance	Beg Balance	Beg Balance
Invoices	Invoices	Invoices	Invoices	Invoices
Debit Memos	Debit Memos	Debit Memos	Debit Memos	Debit Memos
Credit Memos	Credit Memos	Credit Memos	Credit Memos	Credit Memos
Payments	Payments	Payments	Payments	Payments
Others	Others	Others	Others	Others

Below is sample report. Please refer the below screenshot.

If you feel you could be benefited with such a report feel free to contact us at mas@greytrix.com

Project Profit & Loss Report

2010-01-06T22:46:00.000-08:00

In standard MAS 500 system, Project Profit & Loss report displays the revenue and expenses based on the Project Phase & Task included in the project estimate. The report can be subtotaled based on the phase & task options selected. Now what if user wants detail General Ledger information used in the project for the profit & loss report.

We at Greytrix have modified the profit & loss report to display the detail transaction included in the project. The report can also be sorted & selected for the Master Project. Please refer the below screenshot.

In the Project Profit & Loss report, we have added a checkbox ‘Include Sub Module detail Posting & Source’ on the options tab. When user ticks the checkbox and prints the report all the detail general ledger transaction records will be displayed according to the revenue and expenses for the project. The report will detail records like

GL Account
GL description
Transaction type whether it is an Invoice, Timesheet entry, etc.
Transaction number for the related transaction type.
Entity used in the transaction like Customer, Vendor, Item, Employee, etc.
Transaction Amount.

Please refer the screenshot for the same.

For further details feel free to contact us at mas@greytrix.com

Change Customer on Invoice Screen

2010-01-06T22:38:00.000-08:00

How often do you find yourself in a situation that while Importing multiple Invoices from external sources and API’s wrong customer is imported on the Invoice entry screen and now need to change the customer? The only option left with you is to delete the Invoice with the wrong customer and create a new Invoice for the correct customer. This situation may also occur during data entry.

We, at Greytrix have a utility where you can change the customer on the Invoice Entry screen on just a single button click. Please refer the below screenshot.

Now to change the customer on the Invoice entry screen you have to just click on the ‘Change Customer’ button on the toolbar. When you click on the button a screen pop ups containing lookup to select new customer. Please refer the below screenshot.

Just select a different customer and click on the proceed button the customer related details like Bill to address, ship to address, contact, salesperson, Salex Tax will be changed on the invoice accordingly.

If you feel if you could be benefited from such a utility feel free to contact us at mas@greytrix.com

Exclude Bins from processing

2009-10-07T02:59:00.001-07:00

In industries such as manufacturing, chemical plant & processing units an item may be required to undergo Inspection, testing, approval ,etc. before that item is actually available for processing. To implement this type of functionality in a standard MAS 500 system, user has to utilize Warehouse Bins combination to track the Inventory. In this user can exclude the item quantities included in certain bins from being available for stock calculation.

To incorporate this functionality, user needs to set up separate warehouse bins for each transaction status for the items concerned such as separate bins for items under inspection, testing, approval, etc. Then “Exclude from Available” option should be checked for the bins assigned to the transaction status which are to be excluded from processing. With this option checked user can receive the material in these bins through Goods Receipt Entry, Inventory receipts etc. After the receipts entry, stock status report and inquiry screen will display the On-hand quantities but these quantities are not available for further processing (like Sales Order Processing or Production).

Please refer the below screenshot.

After each initial level processing (Inspection, Testing, Approval etc.) user can use the “Bin Transfer” functionality of a standard MAS 500 system to transfer to another Bin so that the bin quantity becomes available for processing.

If you have any other queries feel free to contact us at mas@greytrix.com

GL Merge Utility

2009-10-07T02:44:00.000-07:00

Are you in a situation where you have duplicate activities & transactions for different GL Accounts in your MAS 500 system? This is a very common occurrence while importing transactions (Purchase Orders, AP Invoices etc) through a web application or an integration link.

Do you want to eliminate these duplicate activities & transaction then , we at Greytrix have a utility called ‘GL Merge Utility’ where user can combined different GL accounts into a single account. The arduous task of merging all these entries for one account can now be done in a instant by the ‘GL Merge Utility’. Please refer the below screenshot.

From the above screen user can select the Target GL Account and then pick the multiple GL Accounts to be merged.

Using the GL Merge utility the following features will be available:

Merges multiple GL Accounts into a single account.
While merging process, the master data and history transactions will be merged so that no data is lost.
By merging multiple GL accounts into a single destination account, you can eliminate duplicate activity or combine similar transactions into one account.
After the merging process is completed then the ‘GL Recalculate History’ utility of a standard MAS 500 system will be executed to maintain the data effectiveness.

If you feel you could be benefited from such a utility then feel free to contact us at mas@greytrix.com

FREE QuickBooks-to-Sage MAS 90 Data Conversion Service by Sage

2009-10-03T02:00:00.001-07:00

Have you been postponing your move from QuickBooks into software that better meets your needs because of the costs involved in Data Conversion?

Convert one QuickBooks database and one year of history into Sage MAS 90 or Sage MAS 200 ERP or even to Sage MAS 90 or 200 Extended Enterprise Suite FREE*

Click here to know more about the Free QuickBooks-to-Sage MAS 90 Data Conversion Services.

How To Create Custom Transaction Type In Mas 500 System

2009-09-15T03:35:00.000-07:00

Standard Transaction Type (IM Purchase, IM Sale, Transfer In, Transfer Out and Sale…) are defined in the MAS 500 System. System uses this transaction type to create the transaction entries. User can also create custom transaction type in Mas 500 system and can use this to create transaction entries. Please refer the below steps for the same.

Open ‘Set UP IM Options’ Task. Refer the below screenshot.

Navigate to ‘Miscellaneous’ tab.
Click on ‘Customize Trans…’ Button the below screen displays.

In above screen user can enter the ‘Description’, ‘Tran Type’, ‘Journal’, ‘Next Number’ and Effect on Quantity-on Hand. After entering the values user has to click the finish button to save the record.

Here,
Tran Type:Type a two-character transaction type to select the effect on the quantity on-hand.
Journal:Enter a journal abbreviation for the transaction or click the Lookup to show all journals.
Next Number:Type the next number to use.
Effect on Quantity-on Hand:Inventory increase or decrease.

After creating the custom transaction type user can use this to create the transaction entries. Refer the below screenshot.

Hope this proves to be an useful information.

If you have any queries then feel free to contact us at mas@greytrix.com

Pricing Hierarchy in MAS 500 System

2009-09-15T03:24:00.000-07:00

In MAS 500 system user can maintain different pricing using the Maintain Prices option (Contract Pricing, Price Sheets, Product Price Group and Customer Price Group etc…). System will use this information to price the sales orders. If the user maintain the different prices in the system then it will be difficult for the user to identify which pricing option is used by the system to calculate the price. The below given information will make it easy for the user to identify the pricing option. Please refer the below hierarchy which is given by the Sage.

MAS 500 Pricing Hierarchies

[Maintain Contract Pricing] Contract -- Customer -- Ship-To Address –Item tab.
[Maintain Contract Pricing] Contract -- Customer -- Primary Address -- Item tab.
[Maintain National Account Pricing] Contract -- National Account -- Item Tab.
[Maintain Contract Pricing] Contract Customer -- Ship-To Address -- PPG Tab (Product Price Group).
[Maintain Contract Pricing] Contract Customer -- Primary Address.
[Maintain National Account Pricing] Contract -- National Account -- PPG Tab (Product Price Group).
[Maintain Inventory Pricing] Inventory -- Customer -- Ship-To Address -- CPG Tab.
[Maintain Inventory Pricing] Inventory -- Customer -- Primary Address -- CPG Tab.
[Maintain Inventory Pricing] Inventory -- Inventory Tab.
[Matrix Pricing by Customer Group] Matrix -- Customer -- Ship-To Address – CPG (Customer Price Group) – PPG (Product Price Group).
[Matrix Pricing by Customer Group] Matrix -- Customer -- Primary Address -- CPG (Customer Price Group) – PPG (Product Price Group).
[Maintain Product Price Groups] Stand-Alone PPG.
[Maintain Item Price Sheets] Price Sheet -- Customer -- Ship-To Address.
[Maintain Inventory] Cost Basis -- Customer -- Ship-To Address.
[Maintain Item Price Sheets] Price Sheet -- Customer -- Primary Address.
[Maintain Inventory] Cost Basis -- Customer -- Primary Address.
[Maintain Item] Standard Price.
[Maintain Promotional Pricing] Sales Promotion

Hope this information will be helpful.

If you have any queries feel to contact us at mas@greytrix.com

Information Regarding Deletion of Sales Orders

2009-09-15T03:15:00.000-07:00

In MAS 500 system, user can delete sales order if there is no activity against it. In the ‘Setup SO Option’ screen there is an option ‘Track Deleted Sales Orders’ in the main tab of the screen. User can tick this option to track the deleted sales order information. Depending on this option system will handles the deletion of sales order in two different ways. Refer the below screenshot.

‘Track Deleted Sales Orders’ is ticked.

‘Track Deleted Sales Orders’ is NOT ticked.

If you have any queries feel to contact us at mas@greytrix.com

Change Customer’s Ship to Address for Individual Projects

2009-09-06T23:12:00.000-07:00

The invoices generated for a project use the customers default Ship to address & the Sales Tax Details attached with it for all the projects associated with the customer.

To use a different ship to address for a project, other than the default one, the user has to change the customers default address. This change is reflected throughout MAS 500 & affects all the future transactions.

The user cannot modify the details of the address as this too would affect all future transactions. Moreover the sales tax details attached with the default ship to address of the customer may be different from the one required.

The customers default ship to address is loaded on the customized ‘Maintain Projects’ screen on the selection of the customer. Further, the modification provides the user with the option to select any existing ship to address attached with the customer which may be different from the default one.

Please refer the below screen shot.

The user can then modify the details of the selected ship to address through a pop-up displayed when click on the 'Ship To Addr' button. This address is attached with the project & not the customer thereby not affecting the address details saved for the customer. Please refer the below screen shot.

Now, the invoice generated for the project uses the ship to address from the project & uses the Sales Tax Details associated with it rather than the customers default address.

If you think you would benefit from this modification, feel free to contact us at mas@greytrix.com

Apply Multiple Cash Receipts for a single Invoice

2009-09-01T02:40:00.000-07:00

In standard MAS 500, Cash receipts are applied to an invoice from the Process Invoices task where user creates an Invoice for a customer then on this screen user can apply the open & unapplied Cash Receipt for the same customer against that Invoice. After applying the CR the Invoice balance is reduced by the CR amount. For applying the CR against an Invoice user can select only one CR at a time i.e. only one CR can be applied to an Invoice.

What if certain user wishes to apply multiple CR’s to a single Invoice? We at Greytrix, have a component where user has the options of selecting and applying multiple CR’s to a single Invoice. Please refer the below screenshot.

In the Process Invoice task when user clicks on the ‘Appls....’ button then a screen pop up’s displaying the open unapplied Cash Receipt for that customer. On the Unapplied Payments and Memos screen user can select multiple CR’s for a single Invoice. After selecting & applying multiple CR’s to an Invoice the Invoice Balance is reduced by the total of the applied CR’s. If the Invoice total is greater than the total of selected CR’s then the amount applied will be total of CR’s. If the total of selected CR’s is greater then Invoice total then the amount applied will the invoice amount.

The multiple CR’s will be applied in the ascending order of the CR amount. Once the CR’s are applied the customer balance will be updated accordingly.

If you feel you could be benefited from such a component or for any other form of customizations feel to contact us at mas@greytrix.com

Global Item/Inventory Change

2009-08-25T03:37:00.000-07:00

Do you want to change Item/Inventory information due to changes in business policies? OR User has setup the wrong values like Buyer, Reorder Method, Product Line, Demand Formula, Lead Time, Sales Account, COSG account etc.

In this situation, user has to change require values by selecting each Item and Inventory. BUT if there is huge volume of Inventory Items then it is time consuming task to rectify the same.

In MAS 500 system, user can handle this through Global Item/Inventory Change utilities (IM->Activities->Utilities). User have an ability to change the require information based on an Item, Item Class, Item type, commodity code, status, track methods, purchase product line and sales product line. In this user has to select a field for change and enter the new value. During processing, changes will be applied to all items or inventories for the current company that meet the change criteria.

Hope this information will be helpful to the users.

For further information and if you need more customizations feel free to contact us at mas@greytrix.com

Display Sales Order Number on Invoice Printing

2009-08-24T23:54:00.000-07:00

In MAS 500 system, Invoice printing form does not displays the original Sales Order Number. Also there is no such report in Account Receivable menu to show such information. Due to this, it is difficult for users to identify for which Sales order this Invoice is associated.

We at Greytrix have added the Sales Order number on Invoice printing report. By this Sales Order number is printed at header level of the Invoice report. Please refer the below mentioned steps.

If user has little bit knowledge of crystal report then he can achieve this functionality by modifying the crystal report. To modify the crystal report user need to follow the below mentioned steps.

Add the following real table to crystal report (ARZTC001.rpt).

tsoSalesOrder
tsoSOLine
tarInvoiceDetl

Link the tables as follows:

tsoSalesOrder.SOkey= tsoSOLine.SOkey
tsoSOLine.SOLineKey= tarInvoiceDetl. SOLineKey
tarPrintInvcHdrWrk.InvcKey= tarInvoiceDetl.InvcKey

Add the ‘TranNo’ field from ‘tsoSalesOrder’ table on the crystal report at header.

If you do not want to reinvent the wheel and want this already developed report at no cost, send a request via your reseller partner to us at mas@greytrix.com

Auto Creation of a Project & Estimate

2009-08-20T03:20:00.001-07:00

In Project Accounting module of MAS 500 system, user can creates a Master Project and against that Master Project creates a sub Project. After the Project, user can entered Project estimates. BUT to add other activities like Timesheet, Invoices, Project Transactions (Debit/Credit) user has to post the estimate entries for ‘Fixed Price’ and ‘Fixed Price + ‘project type.

What about if the user wants to create a sub project for a Master Project and its estimate on just a single button click? We at Greytrix, have a component where user has to just create a Master Project and hits a single button and program will create a Sub-Project and Estimate for that Master Project with default values. Please refer the below screenshot.

On clicking ‘Create Sub Job & Estimate’ button, routine will first perform the requires validation of Master Project and display the new screen in which user has to select the ‘Project Type” and click on ‘Proceed’ button.

In processing, sub Project ID will be created with Master Project ID + incremental value (-01) (i.e. 00000065-01). For estimate transaction rest of the values are defaulted from Master project like Customer, Customer Contact, Project class etc.

If you feel you could be benefited from such customization or for any other form of customizations feel to contact us at mas@greytrix.com

Change the BTO Kit item component for existing sales order

2009-08-20T02:10:00.000-07:00

In MAS 500 system user can set BTO Kit Item type along with their components. Based on that user has created Quote/Order transaction in system; BUT due to X factor they have increased their components item after the transaction.

For e.g. Client is in computer hardware business which are selling computers and electronic items. They are using BTO Kit items for processing and had multiple components item. Let take example of COMPUTER item that have components like MONITER, KEYBOARD, CPU etc. For confirmed orders client have created Sales Order transaction in MAS 500 system. Now client offered the PEN drive and some GAME CD’s free due to several factors like season, to increase Sales activities. These new components are easily incorporated in newly created sales orders but to incorporate new changes to existing transaction, user has to delete that sales order line and re-enter the same which is not a logical solution.

To handle this situation, Greytrix has developed an utility to change BTO kit component items for existing Sales Orders. The functionality of this utility is as follows…

The program will read all the open sales order that has BTO Kit Item which is passed as an input parameter.
The program checks if the picking sheet is generated in the system for that sales order. If yes then it will check if the shipment is generated or not. If the generated shipment is present for the sales order then procedure will exclude those sales orders from processing.
The program will check if the picking sheet is generated but the shipment is not generated then procedure will delete the generated picking sheet and update the sales order BTO Kit item components.
For User has to re-generate the picking sheets for changed sales order.

If you feel you could be benefited from this utility or for any other form of customizations feel to contact us at mas@greytrix.com

Importing Serial Number from Excel/CSV File on Distribution Screen

2009-08-20T02:04:00.000-07:00

The client have huge volume of transaction and need to distribute/enter serial numbers in MAS 500 system then user can used Inventory Distribution screen and defined the specific range of serial numbers for that. BUT if the serial numbers are not in range (like 11111, 12755, 17555 etc) then user has to entered each serial number separately which is time consuming task.

To make this task easy and efficient for the users, Greytrix has developed the utility that will read the Serial number from the excel file, apply the business validation against each and populate the grid with the serial number. This utility will work for all type of transaction like Shipment, PO Receipts and all the inventory transaction type.

The utility work as follows:

We have modified the ‘Inventory Distribution’ screen and added the ‘Import Serial No’ Button. Refer the below screenshot. This button will be enabled only for the serial item.

On clicking the ‘Import Serial No’ button the new screen will be displayed. In this screen user has to select the appropriate file of that serialize item.

On clicking of the ‘Proceed’ button program will update serial number information in temporary table from source file.

Once all validation are cleared then serialize information will display in detail grid. User has to manually click “Proceed” button for further processing. If user clicks the ‘Cancel’ button then distribution will not be saved.

For further details please contact us at: mas@greytrix.com

Activation of changed Project Accounting Estimates

2009-08-20T01:56:00.000-07:00

Business Problem

It is not rare that the Project Estimate provided to the client keeps changing frequently due to several factors such as change in the requirements, changes in cost, price, etc. or any other factor thereof. Client may requests for an estimate that was provided earlier to the one that is currently the Changed Estimate for the project.
As the same estimate is changed several times for the project to meet the changes no separate estimate exists for each changed Estimate. Once the client asks for an Estimate that was provided earlier, all the changes that have been made to the current Estimate have to be reversed or sometimes a new one has to be created due to restrictions on a Posted Estimate that causes an extra sub-project to be created for the Master Project. A lot of time & effort goes into finalizing this changed estimate with no guarantee that this change of estimate would not happen again.

Solution

To solve this situation, Greytrix has developed a customization where a user can activate any of the Estimates that were posted earlier. Using MAS 500 standard tables, in which a changed Estimate is stored for every Estimate posted, the user can activate the estimate that he desires to use by selecting the Estimate revision number through a customized screen.

Refer the Screenshot below:-

When an estimate is activated the Project Status Info is brought to the same state as it was when the selected estimate was posted along with all the Estimate Lines as they were at the time of posting. The user can select any estimate revision number to & fro any number of times once an estimate is posted. A new revision is generated every time an estimate is posted even if an older estimate is changed & posted again.

In case of any assistance feel free to contact us at mas@greytrix.com

Utility to change the Valuation Costing Methods of the MAS 500 Serialized items

2009-08-10T02:12:00.000-07:00

Greytrix has developed a utility that will change the costing valuation method for the inventory serialized items.

If the serialized inventory has been incorrectly setup with a valuation method of either FIFO, LIFO, standard, etc. in a live environment then it becomes virtually impossible to change the valuation method manually. As with most ERPs, the valuation method cannot be changed once the item has been setup & has few transactions against it due to restrictive validations. User will have to create a new item for this effect to take place which is not feasible as there would be a number of transactions which would have already taken place. Moreover this would only solve a part of the problem, i.e the valuation method would be changed for the future transactions. The already existing Cost Tiers would not be affected in any way which might prove to be contradictory to the recent accounting policies of the organization.

This utility

Removes the existing cost tiers which are in accordance with the existing Valuation methods Set up in the system for the item under consideration.
Changes the valuation method of the concerned item to Actual.
Creates new cost tiers for the serials with a specific cost per item number, this cost is the average cost of the lot the serial is present in, simply a 0 or any other cost that is required by the user.
Creates an un posted “Process Cost Tier Adjustments” batch with separate cost tier for each serial in lots replacing the cost tiers for the lots. The cost assigned to the serials is in accordance with what was passed to the utility. Now the user can update the cost of each serial separately through the un posted batch created, if required.

Please Refer the below Screenshot.

On posting the above batch the user would have the cost for each serial separately as in the Actual Valuation Method.

The change in valuation method for the item is also reflected in Maintain Items.

Note:- Although this utility is for serialized items it can be customized for any item and any valuation method as per user requirement.

In case of any assistance feel free to contact us at mas@greytrix.com

Adding Custom Context Sensitive Menu

2009-08-10T01:31:00.001-07:00

In the standard MAS 500 screens, there are Context sensitive menus in the transaction grids where user clicks the right button of the mouse and a popup is prompted to perform different functions.

User selects the options to perform different functions like ‘Add line’ to add a new line, ‘Insert Line’ to insert a line in the grid, etc.

Adding custom options in the context sensitive menu will be useful to provide new menus like “Copy Line”, “Import/Export”, etc and writing logic for that options to perform the desired functions. Please refer the below screenshot.

Below we have provided instructions and sample code to add custom menu in the standard context sensitive menus:

User will need to add the code in the procedure ‘BindContextMenu’ which is called from Form Load event.
Call a function ‘CMAppendContextMenu’ which will be called when we write the append code in the BindContextMenu procedure.
After writing the code in CMAppendContextMenu procedure the additional custom menu will be displayed in the menu list.
To execute the logic which is to be called from the custom menu selected is to be written in a function ‘CMMenuSelected’.

Example:

Adding Code in the Procedure BindContextMenu

Writing code in the function CMAppendContextMenu

Public Function CMAppendContextMenu(Ctl as Control, hmenu as Long) as Boolean

Ctl: The control that received the right mouse button down message.
Hmenu: A Long type. The menu handles of the popup menu.
Return Value A Boolean. Returns true if an item was appended to the menu. Returns False if nothing was appended to the menu.

Dim sCopy As String
sCopy = "&Copy"

Select Case True
Case ctl Is grdMain

lRow = glGridGetActiveRow (grdMain)

If lRow > 1 Then
AppendMenu hmenu, MF_ENABLED, 30003, sCopy
CMAppendContextMenu = True
End If
End Select

Writing code in the function CMMenuSelected
If the above function is already present in the source code then you need to add the additional code in the above function.
If the function is not present in the source code then you have to write the function as follows:
Public Sub CMMenuSelected (ctl As Control, lTaskID As Long)
ctl: The control that received the right mouse button down message.
lTaskID: The Task ID of the selected task.

The above function is called when the custom menu is selected. You have to write the logic which is to be performed when the custom menu is selected.

Hope this helps.

In case of any assistance feel free to contact us at mas@greytrix.com

Copy Lines in transaction grids in MAS500

2009-08-07T02:34:00.001-07:00

Do you find yourself in creating same transaction lines in MAS500?

We at Greytrix, have some components where user can copy transaction lines by just a single click and the transaction grid lines are copied to another new line. The transaction can be “Voucher Entry”, “Invoice Entry”, “Estimate Entry”, etc. In these components user has to just a highlight the line which is to copied, right click the mouse button and select the ‘Copy’ menu and the transaction lines will be copied.

For an example, the copy line feature in the Estimate Entry screen is as follows:

In the Estimate Entry screen, we have added the menu for ‘Copy Lines’ where user has to highlight the line to be copied and right click the mouse button to copy the estimate lines. Please refer the below screenshot.

If user copies a posted estimate line then it would be copied as an unposted line so that user can make necessary changes if required.

This feature is available in many transactions like ‘Voucher Entry’, ‘Invoice Entry’, etc. This would make the cumbersome task simpler and easier.

For further details you contact us at mas@greytrix.com

Customer Statement with supporting documents

2009-07-24T01:39:00.001-07:00

There was a very unique but interesting requirement from one of our clients recently, what they needed was along with the Customer Statement, they also wanted to have all the supporting documents to be printed sequentially after each customer’s statements so that they can attach them along statement for customer’s ready reference. (By supporting document we mean the actual Invoice or Cr Memo that is listed on the statement).

To achieve this, what we did was we incorporated ‘Print Supporting Documents’ flag on the Options tab of the Customer statements. (Refer the below mentioned screenshot) So if this is checked all the supporting documents would get printed else only customer statements would get printed, this way we managed to retain the standard functionality and were able to provide better control over the new feature.

It would be interesting to know if this kind of functionality is required by others as well.

For further details you can contact us at mas@greytrix.com

Mass Item Pricing Change

2009-07-24T01:35:00.001-07:00

Recently we have done a customization which allows the user to change the price of Items at mass level.

In this user has an option to increase or decrease the price based on Percentage as well as on fixed amount. For example, if the unit price of the item equals $100 and the price change percent is set to 25 %, then the new price is set to $125.

Additionally, user can execute this utility for specific Item Type (Finished Goods, Misc Item, Expense, and Services etc), Item Class (Software, Hardware, Service etc) and for a single particular Item.

For more information you contact us at mas@greytrix.com

View data related to different entities in a single Business Insights Explorer

2009-05-18T04:38:00.001-07:00

In standard MAS 500, Business Insights Explorer displays the information regarding the entities such as customer, salesperson, invoices, etc. Please refer the below screenshot.

We at Greytrix, have a component that extends the functionality of the Business Insights Explorer allowing the user to view data related to different entity records in a single explorer.

For example in the above screenshot customer ‘Abbott’ is related to salesperson ‘Vincent LaPalma’. In order to view the details of this salesperson user has to open Salesperson explorer window. Using our component the salesperson’s details can be seen in the same Customer explorer window as shown in below screenshot.

Thus instead of opening multiple explorers to view data related to different entities user can view the data of different entities in a single explorer thus making it convenient for the user.

For further details please contact Greytrix at mas@greytrix.com

Viewing the Profit Margin in the Sales Orders Screen

2009-05-14T00:03:00.000-07:00

Currently in the ‘Enter Sales Order and Quotes’ task user can view the Gross Profit Amount and Percent for a single line item. Please refer the below screenshot.

If a user wants to view the total Gross Profit for the entire Sales Order then user has to list and then total the profit amounts for every line item. We, at Greytrix, have customized the ‘Enter Sales Order and Quotes’ task extending the standard functionality so that user can also view the Gross Profit for the total Sales Order.In the ‘Enter Sales Orders and Quotes’ screen (Sales Order ->Activities), we have added a button named ‘Margin’. Please refer the below screenshot.

When the user clicks the ‘Margin’ button, a screen named ‘Profit Margin’ will appear which displays the Margin details of the selected line as well as of the total order. Please refer the below screenshot.

If you think you would be benefit from this customization, feel free to contact us at mas@greytrix.com

Utility to Import Memos

2009-05-05T02:33:00.000-07:00

In standard MAS 500, memos are created to store additional information for entities such as customers, vendors, items and salespersons. User has to enter the data manually for creating the memos. Please refer the screenshot.

If the client has to create a large number of memos, it would be a time-consuming task. In order to ease the process of creating memos, we have created a utility which shall import memos from data files such as excel, csv, xml etc.

The data file should contain all the required fields regarding the memo and the entity for which the memo has been made (vendors/customers/salespersons/item).

The utility reads data from the files and imports them into MAS 500. This greatly reduces the manual time consuming work. User can open and edit the imported memos using the ‘Memos’ task.

If you think that you would be benefited from such a utility then feel free to contact us at mas@greytrix.com

Message Queuing Problem

2009-04-28T02:14:00.000-07:00

During installation of MAS 500 Client on a Windows XP system, you are asked to make sure the following prerequisites are already installed in the system Refer below screenshot.

Now, even though you may have installed the Message Queuing Services using Add/Remove Windows Components, the MAS 500 setup sometimes does not detect the same particularly in a Windows XP system. This holds up the installation.

To resolve this, follow the below steps:

Take a backup of your Windows Registry.
Go to Start--> Run and type 'regedit'. Click 'Ok' to open the Windows Registry.
Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSMQ\Parameters.
Create a new registry key of type DWORD value.
Name it 'Workgroup' and set its value as 1.
Now run the MAS 500 setup again and it should detect the installed Message Queuing Services.

Hope this helps.

For any information regarding MAS 500 customizations feel free to contact us at mas@greytrix.com

Drill-Down facility in the Invoice BI Explorer

2009-04-20T04:50:00.001-07:00

In standard MAS 500 functionality, the Business Insights Explorer for Invoice displays the records of the Invoice transactions i.e. Invoice Header and the corresponding Invoice Detail records. Please refer the below screenshot.

If user wants to view the invoices on the basis of Aging Category then first user has to open the Customer BI explorer to view the aging category and then open the Invoice BI explorer to view the corresponding invoices for the customer. This is a cumbersome process.

We at Greytrix have consolidated both this tasks for the convenience of the user. We have created a drill down component to view the Invoices based on the Aging Category in the Invoice BI Explorer itself. This component thus minimizes the duration required for the entire process.

Please refer the below screenshot.

For more information about this component feel free to contact us at mas@greytrix.com

Upgrading database from version 7.00 to version 7.20

2009-04-18T05:38:00.000-07:00

Have you come across the below error while upgrading MAS 500 database from version 7.00 to version 7.2?

‘An error occurred reading Sage MAS 500 license information from the Registration Message.Please contact your Authorized Sage Partner or MAS 500 Support to resolve. ’

This error may occur even though you have entered valid registration (license) keys.

Follow the below steps to upgrade from v7.00 to v7.20 provided by Sage:

Backup the MAS 500 version 7.00 database.
Restore the backup in a MAS 500 version 7.20 system.
Place the licreg.dll in Windows\system32 folder. If you do not have the licreg.dll then you can request Sage for the same.
Register the licreg.dll file using Windows-->Run-->regsvr32 C:\WINDOWS\system32\licreg.dll.
Now we need to register the database we just backed-up on the 7.20 system. Update the ‘tsmSiteProfile’ table with the MAS 500 license keys and ‘tsmRgstrService’ table with the registration URL. Next execute the standard MAS 500 stored procedure ‘spsmRequestRegMsgFromERWS’ with appropriate parameters against the backed-up database.
Now run the Database upgrade utility from Sage Software-->Sage MAS 500--> Utilities--> Database Upgrade Utility.
Install the MAS 500 monthly updates (if needed).

Adding Item on the fly on the Sales Order screen

2009-04-18T02:56:00.000-07:00

In Enter Sales Orders and Quotes, if user enters an invalid item in an SO line, the system prompts an error message as shown below.

Now user has to define the Item using the ‘Maintain Item’ task and in case of inventory item user has to enter the item - warehouse combination in the ‘Maintain Inventory’ task. This can be a time consuming task in case a large number of items are involved.

We at Greytrix have created a customization on the Sales Order screen, which replaces the error message with a screen which allows the user to create an item and enter inventory details if required. Once the item is added in the system, user can continue to enter the order line for that item. The sales order created for that item will be a back order.Please refer the below screenshot.

Here user has entered an item which does not exist in the system. A message is prompted asking the user if he wants to create a new item. Upon clicking the ‘Yes’ button the below screen is displayed.

User can enter the required details on this screen and click on ‘Finish’ to save and exit. The focus will return to the Enter Sales Order screen and user can continue adding items and create the sales order. Thus, this customization saves the user a lot of time and he does not have to navigate to other tasks to create the items.

If you think you would be benefit from this customization, feel free to contact us at mas@greytrix.com

Display entire year’s activity in Vendor Ledger

2009-04-12T21:51:00.001-07:00

As per current MAS 500 functionality, in Vendor Status task the ledger tab displays ledger activity only for the current fiscal period. It also displays open/closed invoices and memos in the current fiscal period. Please refer the below screen shot.

However, users may want to view the entire year’s activity in the Vendor Status window and standard MAS 500 does not provide such a functionality.

We at Greytrix, have modified the Vendor Status task for the client which will display the entire year’s Vendor Transactions in the Vendor Status window. Please refer the below screen shot.

If you think you would be benefited from this modification, feel free to contact us at mas@greytrix.com

Display entire year’s activity in Customer Ledger

2009-04-12T21:43:00.000-07:00

As per current MAS 500 functionality, in Customer Status task the ledger tab displays ledger activity only for the current fiscal period. It also displays open/closed invoices and memos in the current fiscal period. Please refer the below screen shot.

However, users may want to view the entire year’s activity in the Customer Status window and standard MAS 500 does not provide such a functionality.

We at Greytrix, have a utility which will display the entire year’s Customer Transactions in the Customer Status window. Please refer the below screen shot.

As shown above, user can view ledger activities for all fiscal periods of the year.

If you would like to benefit from such a utility, feel free to contact us at mas@greytrix.com

Writing-Off the invoice balance against multiple General Ledger Accounts

2009-03-23T21:42:00.000-07:00

In the ‘Enter Cash Receipts’ task of MAS 500, the ‘Write-Off’ check box field is enabled if the new balance of the invoice is less than the maximum write off limit defined in Set Up AR Options. When we tick the ‘Write-Off’ field, the system will write-off the new balance of that invoice. In this case, system uses the General Ledger account defined in the customer class associated with the invoice/customer to record the write-off. So currently, the user can write-off the new balance using one General Ledger Account.

We at Greytrix have enhanced this functionality, so that the user can write-off the balance of an invoice against multiple General Ledger Accounts.

We have provided a ‘Write-Off Details’ button on ‘Enter Cash Receipts’ task as shown in the below screenshot.

The ‘Write-Off Details’ button is synchronized with ‘Write-Off’ field i.e., when the ‘Write-Off’ field is disabled the ‘Write-Off Details’ button is also disabled and vice-versa.

Upon clicking of ‘Write-Off Details’ button the ‘Enter Write Off G/L Account’ screen will appear as shown in the below screenshot.

On the ‘Enter Write Off G/L Account’ screen, user can select a GL Account and enter a write-off amount that will be applied against that GL Account. User can see the ‘New Balance’ amount (came through ‘New Balance’ field located in ‘Enter Cash Receipts’) in the ‘Write Off Amount’ textbox. There is also a textbox ‘WriteOff Total’ to show the total amount entered by user till now. The value at ‘WriteOff Total’ textbox should match with the value of ‘Write Off Amount’ textbox to proceed.

On the ‘Enter Cash Receipts’ screen when the user ticks the ‘Write-Off’ field and details are entered in the screen ‘Enter Write Off G/L Account’ then the write-off amount will be applied against the specified GL Account No.

On the ‘Enter Cash Receipts’ screen when the user ticks the ‘Write-Off’ field but no details are entered in the screen ‘Enter Write Off G/L Account’ then the standard functionality of MAS 500 will be used.

Thus the modification will be such that the user can use the standard functionality as well as the enhanced functionality.

If you think you would be benefited from this utility, feel free to contact us at mas@greytrix.com

Implementing MAS 500 Pricing Logic in the Project Accounting Module - Enhancement

2009-02-12T22:44:00.000-08:00

Greytrix has customized the Project Accounting -> Project Estimate Entry to incorporate the pricing logic defined in the system. This enables the user to use the special pricings defined in MAS 500 system while creating a Project Accounting Estimate. This enhancement retrieves the price according to the pricing logic instead of bringing the List price, thereby avoiding any discrepancy in price between PA estimate and Sales Oder for same Item. In standard MAS 500 system, if user wants to use the defined pricing while entering a project estimate, it has to be done manually which can lead to human error but with our customization this task will be automated for the user.

Note:- The Project Estimate screen does not provide an option for entering a warehouse. So, this customization implements the pricing logic as defined for the default warehouse in the Set Up IM Options screen. Refer Screenshot below.

For more details and any other help required to do this, you can always contact Greytrix at mas@greytrix.com and we will be able to help you.

GUMU™ for Sage CRM - MAS 500 Integration

2009-02-12T21:03:00.000-08:00

Greytrix has released GUMU™ for Sage CRM - MAS 500 Integration version 3.0. This is a real time bi directional integration between SageCRM and Sage MAS 500. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise we are dropped some unwanted and cumbersome steps during installation and configuration of the integration link.

Additional features

GUMU™ for Sage CRM - MAS 500 Integration version 3.0 now uses Sage CRM webservices to insert and update data in to Sage CRM. This takes care of the Sage CRM updates where the MAS 500 system is not on the same machine as Sage CRM and since we are using Sage CRM webservices, the data integrity is taken care of.

Multiple Company Integration - GUMU™ for Sage CRM - MAS 500 Integration allows you to integrate multiple MAS 500 companies with a single Sage CRM instance. Hence using a single Sage CRM instance you can manage more than one MAS 500 customers.

Key features of Standard integration:

- Customer Import: Import/synchronize Sage MAS 500 customers to create companies, addresses and people in SageCRM. The latest version allows you to import customers on the basis of customer number or last updated date. The last updated date option allows the user to sync only those records that were updated after a specify date. The import routine creates Sage CRM company records from MAS 500 customers. The customers that are imported in Sage CRM are now linked with its corresponding MAS 500 customer. Any changes to record in one system will now be updated in the other system.

View Orders: You can view the customer's sales orders under its corresponding customer record in Sage CRM. The page provides with the option to filter the records based on their status i.e. open and closed. These order records are read only. The user can drill down to sales order details including line items and delivery status etc.

AR Inquiry: You can view customer AR Inquiry its corresponding customer record in Sage CRM. The page provides the option to filter the records based on their status i.e. open and fully paid. These AR inquiry records are read only. The user can drill down to sales order details including line items and delivery status etc.

Credit Info Analysis: View customer aged analysis, summary and detail, including drill down to transaction splits in detail lines. You can view the customer sales aging on the graphical interface that is new in this version.

Key features of Order Entry integration:
- Product Import: Import/ synchronize MAS 500 items with CRM products.

- SageCRM Quotes: Create SageCRM quotes using MAS 500 pricing and discounts, including quantity discounts. Quotes may then be converted to orders and promoted to MAS 500 using SageCRM functionality.

Custom Item Lookup: Apart from the standard item lookup GUMU integration provides the user with a custom item lookup where the user has more flexiblity for searching the items in MAS 500 based on quantity on hand, warehouse and item description.

- SageCRM Orders: Create SageCRM orders using MAS 500 pricing and discounts, including quantity discounts. GUMU integration takes care of the product pricing by fetching the latest product pricing from MAS 500 everytime a product is selected. Hence the user always creates a order based on the latest pricing in MAS 500. The GUMU integration also calculates the tax on each line items based on the warehouse location, quantity, UOM etc of the item. The order from Sage CRM is posted in MAS 500 using the Sage CRM order entry screen. The order number is generate from MAS 500 itself and updated in Sage CRM on sucessful posting of the order in MAS 500.

Working with grids: The Partial Load property

2009-02-08T21:37:00.000-08:00

The following can be a valuable piece of information to you in case you are handling code for grids.

We shall use the example of the ‘Bin Transfer’ task.

Suppose you have to work with the total number of rows that are loaded in the grid when a warehouse – item combination is chosen in the lookups. You would use the DataRowCnt property of the grid control or the glGridGetDataRowCnt function to get the no. of rows in the grid. But the value returned will not be the total no. of rows in the grid but only those rows which are currently visible in the grid. If the user scrolls down and then checks the DataRowCnt property the value returned will be higher. Of course, this would be noticed only if there are at least more than 10 rows for the warehouse – item combination.

Consider our following example:
We have purchased 27 quantities of an item named ‘TestItem’ distributing 1 quantity each in a different bin. So there is 1 quantity of TestItem in 27 different bins.

Next we open the Bin Transfer task and add the warehouse – item combination. The grid loads with the details for each bin. We have added a button named ‘Get Data Row Count’ on the form. We have written code in the click event of the button to get the DataRowCnt property of the grid control and display the value in a message box.

If you would check the DataRowCnt now you will get a value of 10 when there are actually 27 rows in the grid.

Now if you scroll down to the end of the grid and then check the DataRowCnt you would get the correct value of 27.

So, in order to get the correct no. of rows, the user will have to scroll down to the last row in the grid. But if you need to find the total no. of rows without having any user interaction you can’t use the DataRowCnt property. This is where the PartialLoad property can help. The PartialLoad property of the Grid Data Manager object is responsible for populating the rows in the grid. If this property is set to ‘True’ the rows are not loaded unless the user scrolls down in the grid. If this property if set to ‘False’ all rows are loaded and no user interaction is needed.

So, you need to change the source code and set the PartialLoad property of the Grid Data Manager object to ‘False’. Now you can get the correct total no. of rows as soon as the grid is loaded without requiring the user to scroll down.

This information can be helpful to you in case you come across such a situation while working with grids on any MAS 500 screen.

For any further assistance, feel free to contact us at ‘mas@greytrix.com’.

GUMU for Sage CRM - Sage MAS 500 Integration New version Released

2009-02-07T01:52:00.000-08:00

Sage CRM - MAS 500 Integration is a real time bi directional integration between SageCRM and Sage MAS 500.

The latest version of GUMU™ for Sage CRM – MAS 500 integration is compatible with following Sage CRM and MAS 500 version

Sage CRM: 6.1, 6.2

MAS 500: 7.05, 7.2

Key features of Standard integration:

- Customer Import: Import/synchronize Sage MAS 500 customers to create companies, addresses and people in SageCRM. Create Sage MAS 500 customers from Sage CRM company. Maintain Sage MAS 500 customers in Sage CRM and synchronize data either way.

- View Orders: View Sales Orders on MAS 500 customer linked to SageCRM Company, drill down to sales order details including line items and delivery status etc. Drill down to stock item from sales order detail and list stock item allocations.

- AR Inquiry: Enquire on Sage MAS 500 customer linked to SageCRM company. View customer AR activity, including drill down to line item level.

- Credit Info Analysis: View customer aged analysis, summary and detail, including drill down to transaction splits in detail lines.

Key features of Order Entry integration:

- Product Import: Import/ synchronize MAS 500 items with CRM products.

- SageCRM Quotes: Create SageCRM quotes using MAS 500 pricing and discounts, including quantity discounts. Quotes may then be converted to orders and promoted to MAS 500 using SageCRM functionality.

- SageCRM Orders: Create SageCRM orders using MAS 500 pricing and discounts, including quantity discounts. Post SageCRM order to MAS 500 to create MAS 500 sales order.

For more information trial version, video and whitepaper, visit http://www.greytrix.com/product-67-GUMU_for_Sage_CRM_MAS_500_Integration.htm

Ship To Address Enhancement based on National Accounts

2009-02-05T22:33:00.000-08:00

Do you make use of the National Accounts feature in MAS500? As you may know, the national accounts feature enables you to group customers into a two-level relationship, consisting of a top-level parent customer and subsidiary customers.

National accounts allow you to authorize a national account parent to pay (by cash receipt, debit memo, or credit memo) the invoices of the subsidiary. You can also designate a parent or the subsidiary to default as the "bill to" on invoices and sales orders.

However, while creating a sales order for a customer belonging to a National Account, standard MAS 500 does not allow you to choose a Ship-To address of any of the other members of the same National Account.

The Ship to Enhancement developed by Greytrix allows the user to assign ship to address from a list of any active Customer’s Ship to addresses that are within the same National Account as the customer chosen in the SO.

Consider the following sample national account.

During Sales Order Entry user will able to set Ship-to of parent as well as subsidiaries Customer against that National Account. Please refer the below given screen shot where user will able to select ship-to from “CompTax”, “PaigAndr” & ”TaylrBus” customers.

Same functionality will work on Line Detail tab Ship to code.

Moving on to the Edit Shipment screen. Here, the system will automatically pick the National Account Ship to from Sales order for processing.

While creating the Invoice, system will fetch National Account Ship To from the shipment & update the same in Invoice header table. Also, during printing of Sales Order, Pick List, Invoices the Ship To Address displayed will be based on the National Account Ship To address.

For further details please feel free to contact us at mas@greytrix.com

Automatic Distribution of line item during Shipment

2009-02-05T02:49:00.000-08:00

We have developed a customization for one of our clients to automate the distribution (assignment) of serial numbers during shipment process without bring any user interface and on just a click of a button.

Their business problem was they dealt with Serialized inventory with huge transaction quantities, so while doing shipments in MAS 500 the shipper had to distribute (assign) the serial number or lot number manually. So when there are too many lines and large number of quantity the task used become very tiring and time consuming resulting into lower productivity.

As a solution to this we did the customization where we added a button labeled “Auto Distribute” that would automatically distribute (assign) the serial numbers and lot numbers to items on shipment, where the process would fetches the serial number according to the first in first out basis.

Below screenshot shows the Custom Button.

On ‘Edit Shipment’ screen we have added the ‘Auto Distribute’ Button. Clicking on this button the process will automatically distributes (Assigned) the serial number or lot number according to first in first out basis. User can view the distribution of particular line item by clicking on the standard ‘Dist…’ button on the screen.

Below is a screenshot showing the line distribution.

For more details you can contact Greytrix at mas@greytrix.com

Accepting Project Accounting Information at ‘Purchase Order Requisition’ entry level.

2009-02-02T22:07:00.000-08:00

With this customization one can enter the Project Accounting information at the 'Purchase Order Requisition' entry level for each line. When the user generates Purchase Order from the 'Purchase Order Requisition' task this information will get carried to the Purchase Order and link that line to the Project line.From this point onwards normal functionality shall work like updating the actual cost for that project etc...

Refer the below screenshot…

In the above screen user can enter the ProjectID, Phase, Task and Cost classification method for each line. When user clicks on ‘Generate PO’ button a purchase order will be generated and the Project Accounting information will be updated for the generated purchase order and other routines.

Refer the below screenshot.

For more details you can contact Greytrix at mas@greytrix.com

Generate Project Invoices directly from Maintain Projects

2009-02-02T05:35:00.000-08:00

As per standard Sage MAS 500 functionality, to Generate Project Invoices one needs to first create a batch in ‘Process Project Invoices’, enter the selection criteria on the ‘Generate Project Invoices’ screen and click on ‘Proceed’ and the invoices will be created. This is helpful when we have to create invoices for multiple projects, but if one is dealing with a single project at a time then it would be cumbersome to carry out these steps to create an invoice for the project.
We, at Greytrix, have simplified this process by adding a ‘Generate Project Invoices’ button on the ‘Maintain Projects’ screen which the user can click to automatically create a batch and invoice for the selected Project. This greatly reduces the procedure to be followed by the user to create an invoice.

If you think you would be benefited from this enhancement, feel free to contact us at mas@greytrix.com

Adding columns to the Sales order grid.

2009-01-23T05:54:00.000-08:00

Adding columns to the Sales order grid on the 'Enter Sales Order and Quotes' screen in MAS 500 can be challenging work.

Below we provide instructions and sample code of adding additional columns in the Sales order Grid on the ‘Enter Sales Order and Quotes' screen in MAS 500:

You will need to add the 'New Field' coulmn to 'tsoSOLine' table and insert records in the following tables:

tsmString

tsmLocalString

tsmCustomGridField

tsmCustomGrid

You will also have add code in the source file of Sales Order Entry form.

Example:

Below is the SQL Code user needs to run in SQL Query analyzer against the MAS500 Database to add a column named 'New Field'.

1) Adding the column to 'tsoSOLine' table.


ALTER TABLE tsoSOLine
ADD NewField VARCHAR(30)

2) Inserting records in tsmString and tsmLocalString tables for the new field.
You need to assign a StringNo to be used for the new field. In our example we shall use a variable called @_lStringNo.


DECLARE @_lStringNo INT
SELECT @_lStringNo = 1

INSERT INTO tsmString (StringNo, ConstantName) VALUES @_lStringNo, 'kDDUser'+CONVERT (VARCHAR (10), @_lStringNo ))

INSERT INTO tsmLocalString (StringNo, LanguageID, LocalText) VALUES (@_lStringNo , 1033,'NewField')

where,‘LocalText’ is the column name.

3) Inserting the records in tsmCustomGridField and tsmCustomGrid tables:

The below code is for example purposes only.


INSERT INTO tsmCustomGridField (CustomGridFieldKey, CustomGridFieldGroupKey, DisplayOnly, EnterInGridRequired, GridFieldDescStringNo, GridFieldSeqNo, HostFormFieldName, PrimaryCustomGridFieldKey)
VALUES (@_lNextKey, 5, 0, 0, StringNo, 62,'NewField', NULL)

INSERT INTO tsmCustomGrid (CustomGridKey, CompanyID, CustomGridFieldKey, CustomizationLevel, EnterInGrid, FreezeInGrid, GridSeqNo, UserGroupID, UserID)
VALUES (@_lNextKey, NULL, @_lNextKey, 1, 0, 0, 62, NULL, NULL)

4) Coding in the Sales Order Form:

You need to write the code into the following procedures.

• SetupColumns ()
Set up the column index variables for new field.

• MapTabControlsToGrid ()
Map the tab controls to the associated grid column for new field.

• BindForm ()
Bind the controls to the database i.e Bind New Field control to the 'NewField'column of 'tsoSOLine' table.

• FormatGrid ()
Format the column.

Hope this helps.

In case of any assistance feel free to contact us at mas@greytrix.com.

Copy Project Estimates

2009-01-23T05:11:00.000-08:00

Do you need to provide similar estimates for multiple projects and would love to have a feature that would allow you to copy estimate lines from existing projects and help you create new estimates? If yes Greytrix has a solution for you where we have extended Estimate Entry functionality by providing a copy feature which works as explained below…

The component adds a button labeled ‘Copy Estimate’ to the Estimate Entry screen as shown in the below screenshot. You just need to click on the ‘Copy Estimate’ button and a ‘Copy Estimate Detail’ screen will be displayed where you can select any existing project and all the Estimates lines for that project will be displayed in a grid for selection. You need to tick the checkboxes for selection of lines and click on the ‘Proceed’ button. Now all the selected lines will become a part of your new estimate and you can just make changes to the lines or use them as is. This way you can save a lot of time by avoiding the laborious task of repetitive data entry.

The selected estimate lines will get copied into the current project as shown in the below screenshot.

If you think you would benefit from this customization feel free to contact us at mas@greytrix.com

Auto Execution of MAS 500 tasks

2009-01-23T03:00:00.000-08:00

Here’s a very useful piece of code you can use to run a MAS 500 task without having to login manually or open the MAS 500 desktop.

Suppose you have an import task in MAS 500 which has to be executed everyday. So usually the user would have to login to MAS 500 everyday and manually run the task. This can be very arduous. If you had a utility which you can simply schedule using windows scheduler to run the MAS 500 task everyday, it would save a lot of manual labor. And that’s exactly what the following piece of information will help you with.

The following code has been done in VB.Net. You will need Visual Studio to proceed further. You will need Visual Studio 2003 for MAS 500 version 7.00 and Visual Studio 2005 for MAS 500 versions 7.05 & 7.2.

Open a new windows application project in Visual Studio.

You will need to add the following references to the project:

Accounting.Framework.Common

Accounting.Framework.ObjectManager

The above DLL’s can be found at ‘Program Files\Sage Software\Sage MAS 500 Client\Managed Applications\Framework’.

As shown in the code given below the steps to follow are:

Create an ObjectManagerWrapper object.
To login to Mas 500, pass required parameters to the Login function of the ObjectManagerWrapper object. The parameters are Server name, System database name, Application database name, Trusted Connection, User name, Password, CompanyID, Language ID and Login Option.
The Login function returns a boolean value. If the boolean value returned is true, we shall go ahead with running/executing the MAS 500 task.
Run the MAS 500 task by calling the ‘LaunchTask’ method of the OjectManagerWrapper object. You need to pass the Task ID of the MAS 500 task as an integer parameter.
Once the task is run we can logout of MAS 500 using the Logout method of the ObjectManagerWrapper object.


Dim _ObjMgrWpr As ObjectManagerWrapper

'Create object
_ObjMgrWpr = New ObjectManagerWrapper

'Login to MAS 500
lbln_Login = _ObjMgrWpr.Login(pstr_ServerName, pstr_DBName, pstr_DBName, False, pstr_UserName, pstr_Password, pstr_CompanyID, 1033, Constants.LoginOption.ChangeAll)

'Check if login was successful
If lbln_Login = True Then

     'Launch MAS 500 task
      _ObjMgrWpr.LaunchTask(100000000)

      'Log out of MAS 500
      _ObjMgrWpr.Logout()

Else
     'If login was unsuccessful, log error
End If

For any queries, feel free to contact us at mas@greytrix.com

MAS 500 Data Export

2009-01-13T21:03:00.000-08:00

Have you ever wanted your MAS 500 data converted to a global standard format such as XML, CSV etc?

We, at Greytrix, have a useful tool which exports data such as Customers, Vendors, Sales Orders, etc into XML, CSV format, etc. These formatted files can then be used to synchronize the data with web/e-commerce applications or for reporting purposes etc. You can choose the entity to be exported and also the format of the output file.

Consider the below screenshot where vendors have been exported to an XML format.

If such a utility would be useful to you, feel free to contact us at mas@greytrix.com.

MAS 500 Custom Data Alerts

2009-01-13T02:53:00.000-08:00

Do you use MAS 500 Alerts to send/receive automatic e-mail notifications when specific events occur?

MAS 500 currently has a predefined number of Base Alerts such as ‘A purchase order was created for {Dollar amount} or more’, etc. the functionality is restricted to only selection of pre defined alerts in MAS 500. We, at Greytrix, have enhanced this functionality to allow user to have a custom base alert.

With this tool one can create custom alerts as per his/her requirement. Below is a screenshot of the 'Set Up Alerts' screen which shows a user defined custom alert.

User can choose the recipients of the alert e-mail and schedule the alerts and would receive an immediate mail alerting him that the specific condition has occurred in MAS 500.

For example, you can have an alert created when for e.g. a customer was added into a national account or when a particular transaction was carried out by a specific user etc. Below is a sample custom alert which alerts user when a check has been created for a specified vendor.

Would you like to make use of such a tool? Feel free to get in touch with us at mas@greytrix.com

Automatic Item/Bin Transfer Enhancement

2009-01-06T03:24:00.000-08:00

The Automatic Item/Bin Transfer Enhancement helps you when you have a large number of items which you have to move from a source bin to target bin. If you use the standard MAS 500 Bin Transfer task, you will have to transfer each item manually. This will prove to be very time consuming.

This is where our enhanced Transfer functionality (utility) shall help you transfer multiple items from one bin to another in just one go. This greatly reduces the time and effort required.

The utility ‘Automatic Item/Bin Transfer’ is a MAS 500 task which can be executed from within MAS 500.

User has to select the warehouse and source and target bins. Based on these selections, the items will get listed and user has to enter the Transfer Quantity against the items in the grid and click on 'Proceed'. This shall transfer all items along with transfer quantity to the target bin.

These transactions will be viewable through Inventory Transaction Report.

Would you like to make use of such a tool? Feel free to contact us for further details at mas@greytrix.com

MAS 500 Component : Copy Packages

2008-12-05T00:41:00.000-08:00

Do you find yourself creating the same packages for shipping in MAS 500? Does it get arduous to enter the same package details for a Pack List in MAS 500? Now imagine having a simple button which upon clicking will automatically create a new package copying all the required details such as items, quantities, carton, freight, weight, value etc. Wouldn’t that simplify a very time consuming process?

Well, we have a component which copies the package details automatically. At the click of a button, all package details are copied. Also if there is not enough quantity left for all the items in the package to be copied, the user will receive a message that the package cannot be copied.

If you think you would benefit from such a customization, please feel free to contact us at mas@greytrix.com

MAS 500 Component : Auto-Create IM Purchase Transaction from Sales Order screen

2008-12-04T23:40:00.000-08:00

When you are entering items for a sales order, if the items are not in stock, you come across the message which asks you to back order the stock. Once you do that, you have to manually make an IM Purchase for that item later. Imagine, doing this for a lot of items, keeping in mind the item id and the quantity can become very cumbersome. However if you had a button on the sales order which would automatically create an IM purchase for all the items which are out of stock, wouldn’t it reduce a lot of manual work?

Well, we have a solution to auto create IM Purchase transactions for all line items which are out of stock. So you no longer have to opt for back order or manually create the IM Purchase batches. All you need to do is click on the Create IM Purchase button and then simply post the IM Purchase batch which is created.

For further details, please contact us at
mas@greytrix.com

MAS 500 Component : Change customer on Sales Order or Quote

2008-12-04T21:51:00.000-08:00

Are you often/occasionally facing a situation where the data entry operator selects the wrong customer on a sales order and now you need to change the customer? The only option left is deleting this sales order and creating a new one for the correct customer entering all the sales order details again.

Well, with a simple enhancement from Greytrix, you can now change the customer on the incorrect sales order at the click of a button.

When you click on the ‘Change Customer’ a screen pops up containing a lookup to select a different customer. Select a different customer and click on proceed. The customer and related details on the sales order will be changed.

Does this seem like a tool you could use? Get in touch with us at
mas@greytrix.com for further details.

Sage MAS 500 Add-On : Copy Sales Order to different Customer

2008-12-04T21:44:00.000-08:00

You must be aware that MAS 500 allows user to copy a sales order for the same customer. However, what if you want to copy a Sales order of one customer to another? This task is now made possible by the Copy SO Add-On by Greytrix.

With the Copy SO Add-On user can now simply select an existing sales order in the Enter Sales Order screen and click the ‘Copy to Customer’ button to copy the details of that sales order to a different customer.

User also has the option of copying only the header or details of the sales order. This replaces a time-consuming process with a fast and easy to use feature.

For any details, please feel free to contact us at
mas@greytrix.com

Sage MAS 500 Add-On : Customer and Vendor Merge

2008-12-04T20:49:00.000-08:00

Are you in a situation where you have duplicate/multiple entries for same customer in your MAS 500 system? This is a very common occurrence while importing transactions (Purchase Orders, AP Invoices etc) through a web application or an integration link. And with transactions already being made against these customers, you don’t know how you are going to fix this.

Well, Greytrix has just the right solution for you. Using the Customer Merge Add-On by Greytrix, you can now merge multiple customer transactions into a single target customer with the former customers being deleted. The arduous task of merging all these entries for one customer can now be done in a jiffy by the Customer Merge Add–On by Greytrix.

The same goes for merging multiple Vendors into a single vendor using the Vendor Merge Add – On by Greytrix.

For any details, please feel free to contact us at mas@greytrix.com

LauncherService.exe – Application Error

2008-12-03T23:29:00.000-08:00

When you click on the shortcut to launch MAS 500, do you get the following error?

“LauncherService.exe – Application Error. The application failed to initialize properly (0xc0000135). Click on OK to terminate the application.”

Solution:

Make sure you have the Microsoft .Net Framework installed in the machine.

You need Microsoft .Net Framework 2.0 for MAS 500 versions 7.05 & 7.2 and Framework 1.1 for MAS 500 version 7.00

Navigate to Start->Control Panel->Add or Remove Programs and search for the Microsoft .NET Framework you are looking for.

Sage MAS 500 Component : Auto distribution of serial numbers

2008-10-16T02:31:00.000-07:00

AUTO DISTRIBUTION OF SERIAL NUMBERS

Do you find the inventory distribution process to be time consuming? Do you find it arduous to manually enter serial numbers on the distribution screen? How would you like to have a tool which will automatically enter the serial numbers for you?

The serial numbers will be automatically assigned based on a FIFO basis from existing item serial numbers in the inventory. This saves the user a lot of time.

Would you like to have such a tool in your system? Feel free to contact us at mas@greytrix.com

Sage MAS 500 Add-On : Checking duplication of serialized inventory

2008-10-16T02:22:00.000-07:00

CHECKING DUPLICATION OF SERIALIZED INVENTORY:

In the Inventory Distribution task of MAS 500, when you enter a serial number which has already been used, an error message is displayed which notifies the user that the serial number already exists in the system.

Standard MAS 500 checks the availability of on hand serial numbers for this. So if the serial number is on hand and used, then you will be notified if you try to use it again. However, standard MAS 500 does not check for serial numbers in history. So even if the serial number has been used in history, standard MAS 500 allows you to use it again.

Our component extends this functionality to check for serial numbers used in history as well. Would you benefit from such a customization on your MAS 500 system? Please contact us at mas@greytrix.com