Understanding the "Customer"

Written by Todd Martin on .

In Customer Relationship Management (CRM)

It's easy to think of CRM software as a tool that only the salespeople use. But great Customer Relationships (the "CR" in CRM) are built on more than just sales. So let's take a look at some of the components of CRM software, like Sage CRM, that will help you deliver a wonderful and consistent experience with every customer interaction.

Customer Communication and Response

No doubt your accounting department gets regular requests from sales and customer service regarding the status of customer orders, shipments, credit limits, payments, and endless other accounting and operational inquiries.

When Sage CRM is integrated with Sage 100 ERP, all of your company

Better Intelligence in Sage 100 ERP 2014

Written by Todd Martin on .

Released in March, Sage 100 ERP Version 2014 is designed to connect you to the information you need to make better decisions, which is why you'll find plenty of new features and options in Sage 100 Intelligence Reporting. Here's a closer look.

Easier to Install, Access, and Use

To make installation and access even easier, Sage Intelligence now installs automatically with the Sage 100 ERP workstation setup (previously a separate step). Plus, Sage Intelligence can now be launched directly from the Sage 100 ERP Module Menus toolbar and the Tasks tab.

The updated version of Sage 100 ERP Intelligence Reporting is compatible with both 32-bit and 64-bit versions of Microsoft Excel® 2007, 2010, and 2013. Sage Intelligence is even easier to use

Shortcut to run VI Jobs

Written by Todd Martin on .

VI or Visual Integrator is Sage 100's tool for importing and exporting data from the system. Once jobs are created, they can be run from within Sage 100. What if you need to run VI outside of Sage 100 ERP and want to schedule it and run on a nightly basis? Here is how you would create a shortcut to run the VI Job.

First step would be to create a user and set permissions. It is best to create a specific user for your VI Jobs.

Sage 100 ERP 2013 Product Update 2 (5.00.2.0)

Written by Todd Martin on .

Sage released on 3/26/2013 the second product update for version 2013 (5.00.2.0). Product update 6 for version 4.5 was also release at this same time. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 2 installed, all programs released in Product Updates 1 and 2 will be reinstalled.

Sage 100 ERP Advanced and Premium Smart Update now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP Standard Server. 

For Users who have also installed Sage 100 ERP 2013 CRM, beginning with Product Update 1, a Quick Order Entry Component Update.exe is installed to the ..\mas90\RWC directory. Users will need to copy and execute this file on the Sage 100 ERP 2013 CRM server if they have not already done so.

All Sage 100 ERP 2013 Product Updates will require the installation to be from the Sage 100 ERP Server. Significant enhancements have been introduced in Sage 100 ERP 2013 and its Updates. These include: Smart Update, Workstation Synchronization and Sage Auto Update. Part of these enhancements requires the Product Update to make changes to the local registry, necessitating a server side installation. This Product Update can be installed from the Sage 100 ERP 2013 Server either physically at the
console or by connecting to it through Remote Desktop.
 
Hot Fix
ReleasedNameDescription
3/29/2013 PR5003-T The 941 Form for 2013 is not aligning correctly when Sage 100 workstation display settings are not set to 100% (default).
5/3/2013 AP5001-T AP from AR Clearing Register hangs updating the register when clearing customers with multiple invoices.
5/08/2013 AR5002-T Cash Receipts Journal Update hangs, the message "Errors have been encountered" may also occur.
5/22/2013 LM5003-T The following conversion record failed while converting (company code) 05.00.00.00 CI_SageExchange Processing" occurs during conversion process in Sage 100 ERP 2013. Or an "Error 88 SY_File.pvc 1021" or "ModuleCode_Task_UI" occurs when opening various tasks on Sage 100 Standard ERP 32-bit Workstations.
Revised: 7/2/2013
5/22/2013 SO5001-T An 'Error 42 SO_SalesJournal_upd.pvc 6652' occurs updating the Daily Sales Journal. Or an "Error 88 SY_File.pvc 1021" or "ModuleCode_Task_UI" occurs when opening various tasks on Sage 100 Standard ERP 32-bit Workstations.
Revised: 7/2/2013
6/14/2013 LM5004-T The Tray selection for a Multi-Part printer is changed by the tray selection for another printer. Or 'Unable to print . Missing parameter values' message occurs when printing a custom crystal report that contains a parameter. Or Report Performance is slower in Sage 100 ERP 2013 compared to version 4.50.
7/8/2013 LM5005-T "Cannot initialize the data source of OLE DB provider "MSDASQL" for linked server" occurs when testing connection of Linked Servers on Windows Server 2008 R2 to Sage 100 data files. Or Unable to install 64-bit ODBC Driver on a workstation that only has Sage 100 Standard Workstation Setup installed.
  Sage CRM 7.1 Patch I  

Sage 100 ERP Product Update 6 (4.50.6.0)

Written by Todd Martin on .

Sage released on 3/26/2013 the six product update for version 4.5 (4.50.6.0). Product update 2 for version 2013 was also release at this same time. Product Updates are cumulative, comprised of all program corrections found in prior updates. Product Updates through 4.50.6.0 also contains program corrections that were introduced in 4.40.0.7 - 4.40.0.10. The numbering scheme has been changed for 4.50 Product Updates. The third segment represents the Product Update number. This change was done to accommodate future enhancements.

After installing this Product Update, WKsUpdate 90.exe or WKsUpdate 200.exe needs to be run on each MAS Workstation. This file is located in the ..\mas90\WkSetup directory on the MAS Server. (WKsUpdate should also be run anytime WkSetup.exe is run on a MAS Workstation.)

Hot Fix
ReleasedNameDescription
3/29/2013 PR4066-T The 941 Form for 2013 is not aligning correctly when Sage 100 workstation display settings are not set to 100% (default).

Sage MAS 90 & 200 Product Update 3 (4.50.3.0)

Written by Chris Bishop on .

The following is a list of enhancements and corrections that have been incorporated for Sage MAS 90 and MAS 200 version 4.50 in this Product Update. Product Updates are cumulative, containing all program corrections found in prior updates. Product Update 4.50.3.0 also contains program corrections that were included in 4.40.0.7 - 4.40.0.9. These are also listed below for reference. The numbering scheme has been changed for 4.50 Product Updates. The third segment represents the Product Update number. This change was done to accommodate future enhancements.

After installing this Product Update, WKsUpdate 90.exe or WKsUpdate 200.exe needs to be run on each MAS Workstation. This file is located in the ..\mas90\WkSetup directory on the MAS Server. (WKsUpdate should also be run anytime WkSetup.exe is run on a MAS Workstation.)

Troubleshooting PHP ODBC Connections to MAS 90

Written by Todd Martin on .

We are seeing more customers wanting to connect to their MAS 90 data and in doing so they are creating .net application or PHP applications that read ODBC. We already addressed how to do this in a previous articlewith .net. This article will assist in a few common issues when trying to connect PHP to MAS 90. We will not cover the PHP code to create the DSN or connect to ODBC. Instead we will address an issue when you try to connect that says "Table is not accessible, SQL state S0000 in SQLExecDirect".

When an error shows "Table is not accessible" the first thing that should come to mind is path and permissions. Here are the things you should first look at to see if your connection to MAS 90 should work. This is for version 4.x or greater.

Windows 7 Support for Sage MAS 90 and 200

Written by Todd Martin on .

Sage Software is now supporting Windows 7, Windows 7 - 64 bit, and Windows 2008 Server 64-bit Terminal Server as workstations for Sage MAS 90 and 200 version 4.3 and 4.4. This was implemented with the following program fixes:

Note: After installing the program fix, run Workstation Setup at the server and at all workstations, including workstations with operating systems other than 64-bit. For detailed instructions, please review the program fix documentation.

Sage MAS 90 and MAS 200 ERP Product Update 1 (4.40.0.01)

Written by Todd Martin on .

Sage released the first product update for Sage MAS 90 and Sage MAS 200 ERP software version 4.4 on 3/29/10. This will make the current product version to-date to be 4.40.0.01 and it brings two new functions to the software application. Typically Sage would not release new features with updates but as part of their new plan with updates, a select number of extended solutions will be rolled into the product.

For those customers that are on Preferred Support with MBA Business Software, remember that you get these updates installed for FREE! Call our office to schedule your appointment now to get this service update installed for you. If you are not on Preferred Support with MBA Business Software, why not call us to see what you can be getting for FREE as part of our Preferred Support.

The following is a list of enhancements and corrections that have been incorporated for Sage MAS 90 and MAS 200 version 4.40 in this Product Update. Product Updates are cumulative, containing all program corrections found in prior updates. This product update includes two new features and one extended solution that was announced in our previous post.

Give a piece of your mind to Sage

Written by Todd Martin on .

Sage software is listening but is anyone talking? Over the years people have suggested things to Sage via emails, webinars, and in person at events. But there has never been a place to go and see what people have suggested nor vote on what you think is important to have in the software. Now there is such a place http://www.sagemas.com/MAS_90_200_feedback.

SageIdeas

 

April 2009 - Volume 9 - Issue 2

Written by Todd Martin on .

This Issues Topics:


Cut Costs With Paperless Office

In our current economic environment, it is essential to find ways to cut costs and become more efficient. With the release of Sage MAS 90 ERP Version 4.3 in 2008, customers received a significant new tool that can save literally thousands of dollars annually, Paperless Office.

Read more...


Ghost Assets-Are They Costing You Money?

Are ghost assets haunting you and costing you money? If you're managing fixed assets on a spreadsheet, you may be missing important cost savings. The Sage MAS 90 Fixed Assets module is included with your Sage MAS 90 ERP software and using it can save you money. Recently, important new features were added.

Read more...


Get More Sales With Fewer Collection Issues And Fewer Fees

With economic times as they are, don't lose sales that you might have gotten if only you accepted Credit Cards. Stop the hassle of collecting your receivables by offering your customers a way to pay by credit card. If you are already doing this, GREAT. Do you know if you are being billed with hidden fees, high rates, and other means of unnecessary charges? If you are an existing Sage customer, Sage is offering great rates and special deals to use Sage Payment services (SPS) for Credit Card Processing.

Read more...


April 2007 - Volume 7 - Issue 2

Written by Todd Martin on .

This Issues Topics:

Gain Quick Access To Information With
New Business Insights Explorer

If your organization has deployed Sage MAS 90 ERP as its business management software, you have the advantage of a rich feature set across more than 25 modules. Now, with the release of Sage MAS 90 Version 4.2, a new tool is included to make it fast and easy to locate the information you require...
Read more...

Headline News
On January 30, 2007 the Internal Revenue Service announced the updated Form 940, Employer’s Annual Federal Unemployment Tax Return. The form has...
Read more...

The Power Of The Sage MAS 90 ERP Business Framework
The new Business Framework for Sage MAS 90 was introduced in Version 4.0 for the General Ledger and Library Master modules. The Accounts Receivable, Sales Order, Return Merchandise Authorization, and Bank Account Reconciliation modules were updated to the new framework in Version 4.1. The Version 4.2 release...
Read more...

In The Spotlight:
Sage MAS 90 Version 4.2
With the Sage MAS 90 ERP Version 4.2, the Accounts Payable module receives its update to the new Business Framework architecture bringing speedy dual-grid data entry and other benefits. We cover the important benefits of the Business Framework...
Read more...

April 2006 - Volume 6 - Issue 2

Written by Todd Martin on .

This Issues Topics:

Why You Should Upgrade To Version 4.1
If you’re looking for tools that will make your job easier and allow you to be more productive and efficient, look no further than Sage MAS 90 ERP Version 4.1. Let’s take a closer look at what this very significant upgrade has to offer...
Read more...

Headline News
Sage MAS 90 and Sage MAS 200 Version 4.1 was awarded a perfect 5-Star score by The CPA Technology Advisor in its December 2005...
Read more...

Upgrade Considerations For Version 4.1
Sage MAS 90 Version 4.1 encompasses a large number of feature enhancements and expanded functionality across the Accounts Receivable, Sales Order, Bank Reconciliation, and RMA modules. Sage Software refers to Version 4.1 as one of the most significant releases...
Read more...

A Case Study:
Getting Sage MAS 200 To Manage And Control Your Business
Recently, we were contacted by a manufacturing client who had hired a new controller unfamiliar with their Sage MAS 200 accounting software. He needed assistance in closing the books at year-end. Although on Sage MAS 200 since the late ‘90s, personnel changes over the years had left them...
Read more...

April 2005 - Volume 5 - Issue 2

Written by Todd Martin on .

This Issues Topics:

Looking Ahead To Version 4.1
When Best Software released Sage MAS 90® and Sage MAS 200® Version 4.0 it introduced enhancements to the Library Master and General Ledger modules. These enhancements encompassed an Enhanced User Interface, Grid Entry Screens, and Role-based Security, among other features. The majority of the enhancements were only for... 
Read more...

Sage MAS 90 And Sage MAS 200 Headline News

Sage MAS 90® Version 4 was released one year ago and was the most comprehensive release to the product in a decade. If you have not yet upgraded...
Read more...

Upcoming Version Adds Flexibility To Accounts Receivable
The Sage MAS 90® Version 4.1 release will include dozens of enhancements to both the Accounts Receivable and Sales Order modules. In this article, we’ll preview the Accounts Receivable changes. The next issue of *info for Sage MAS 90 will include details of...
Read more...

Sage MAS 90 In The Spotlight:
Extended Solutions
In this article we spotlight three new Best Software® Extended Solutions that creatively solve specific business problems or issues...
Read more...

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