Working with User Defined Fields

Written by Todd Martin on .

Sage 100 ERP user defined fields setupWhen you originally implemented Sage 100 ERP, you probably made some important decisions about your chart of account structure, account segments, and other aspects of accounting and reporting.

But what happens if your tracking and reporting needs change over time? That's where User-Defined Fields (UDFs) can help. Let's take a look.

What is a User-Defined Field?

User-defined fields can be added to any table in the Sage 100 ERP database. As the name suggests, these custom fields are defined and created by the user (that's you!) and allow you to store and track additional transaction detail that may not be provided as a standard field in Sage 100.

What is Social CRM?

Written by Todd Martin on .

Social media with CRMSuccessful companies are increasingly using tools like Sage CRM to develop and manage customer relationships. But if you only focus on your own internal CRM data, you could be missing opportunities online. Nowadays, more consumers are using social media to research products, ask questions, and solicit recommendations from their social networks.

So we want to introduce you to the concept of Social CRM. This concept is the combining of social media conversations with your in-house CRM data to help uncover new opportunities.

Understanding Level 3 Credit Card Processing

Written by Todd Martin on .

Sage 100 ERP customers can now take advantage of Level 3 Credit Card Processing. This new functionality for the Ready to Get Started? platform allows you to qualify for lower rates when processing business, commercial, and government payments. Here's what you need to know.

What is Level 3 Processing?

Level 3 processing expands your payment processing capabilities beyond the typical consumer transaction by allowing you to process business-to-business (B2B) and business-to-government (B2G) purchase cards. That's because B2B and B2G transactions are considered "lower risk" and carry much lower interchange rates. This means that merchants like you are charged less per transaction and for other fees like charge-backs.

Sage MAS Intelligence

Written by Todd Martin on .

Sage MAS Intelligence (SMI) is the replacement for FRx for Sage Software. Microsoft has given FRx an end of life date (end of 2012) and it is approaching. Sage is not going to wait around until the product is no longer supported. They have already found a replacement product and SMI is that product.

Sage ERP MAS Intelligence empowers you to quickly and easily gain control and obtain the information you need for operations and strategic planning. Using the familiar look of Microsoft Excel®, analyze Sage ERP MAS 90, 200, or 500 ERP data. Effortlessly create real-time, automated, and preformatted reports with up-to-date, accurate, and meaningful information. Sage ERP MAS Intelligence allows you to spend more time focusing on analysis and interpretation and less time pulling the data together.

ACH Electronic Payment

Written by Todd Martin on .

A new feature that was added with product update 4.40.0.2 is ACH Electronic Payment. ACH Electronic Payment update now provides you with the ability to pay your vendors electronically. This topic provides information and requirements for generating an ACH file that contains payment information for vendors that is submitted to your financial institution.

In this video from Sage University we can see how to use the new feature.

Enhanced Customer PO Number Validation

Written by Todd Martin on .

A new feature that was added with product update 4.40.0.1 is Enhanced Customer PO Number Validation. In Sales Order Options, you can now optionally choose to check for duplicate customer PO numbers in Sales Order Entry, Sales Order Invoice Data Entry, Sales Order History, Accounts Receivable Invoice Data Entry, and Accounts Receivable Invoice History.

In this video from Sage University we can see how to use the new feature.

Allowed Job Statuses in Data Entry Tasks

Written by Todd Martin on .

A new feature that was added with product update 4.40.0.1 is to have Allowed Job Statuses in Data Entry Tasks. You can now control the selection of jobs in data entry tasks based on the job status. For example, you can define settings that only allow users to enter a billing for jobs that have a job status of Complete.

In this video from Sage University we can see how to use the new feature.

September 2009 - Volume 9 - Issue 5

Written by Todd Martin on .

This Issues Topics:


Payroll Processing-In House, Outsource, Or The Best Of Both?

What is the most efficient and cost effective way to handle your payroll processing? In this article, we will discuss the pluses and minuses of handling payroll in house versus outsourcing to a service, and cover one way you can have the best of both options.

Read more...


New Parallel Migration Smooths Upgrade Process

Picking the right time to upgrade your software is often a tricky proposition. Even a well-planned upgrade can sometimes run into difficulties. There can be data corruption issues, reports that don't print quite right, or changes that require staff retraining. To avoid downtime, companies often try to upgrade over the weekend, adding time pressure to the equation. Now with the Sage Parallel Migration Wizard, we can take some of the stress out of upgrading and make the process less time sensitive.

Read more...


The Bill Of Materials Module: More Than Its Name

The Sage MAS 90 ERP Bill of Materials module is not just for manufacturing, it can help you to do much more than its name implies. Early next year, the Bill of Materials module will be updated to the Business Framework with the Version 4.4 release.

Read more...


Client/Server - Fat Client vs. Thin Client

Written by Todd Martin on .

This is another article found in the depths of our archives about Client Server architecture. It contrasts the Fat Client implementation of MAS 90 with the Thin Client of MAS 200. This white paper was written to help our clients understand the difference between Sage MAS 90 and Sage MAS 200.

Business Insights Explorer (BIE)

Written by Todd Martin on .

Business Insights Explorer (BIE) provides comprehensive business intelligence, plus workflow and reporting tools that enable users to quickly drill down and get specific data on customers and much more. BIE includes 75 predesigned views, that allows users to quickly find information they need. Beyond business intelligence, BIE streamlines the workflow process by enabling users to navigate directly to and perform tasks directly from BIE.

An example of this can be seen in the video where a customer service rep answers a call and they need to find the customer in the system and change their repetative order.

September 2008 - Volume 8 - Issue 5

Written by Todd Martin on .

This Issues Topics:


Efficient Sage MAS 90 Shipping Solutions
Efficient delivery of your products is critical, inefficiencies can cut quickly into already slim profit margins. Sage MAS 90 ERP is equipped with the features and functionality to streamline your shipping operation.
Read more..


Sales Tax Compliance Issues
There are more than 8,000 taxing jurisdictions across the United States. State, county, and municipal jurisdictions typically overlap, making it very difficult to determine what taxes to collect for a particular street address.
Read more...


Combatting Check Fraud
Fraud costs businesses billions of dollars each year. What can your business do to protect itself from check fraud? Here are some practical steps you can take.
Read more...


New Extended Enterprise Suite
Sage Software recently introduced Sage MAS 90 and 200 Extended Enterprise Suite. The Sage MAS 90 and 200 Extended Enterprise Suite combines financial, operational, customer relations, and business intelligence applications.
Read more...


September 2007 - Volume 7 - Issue 5

Written by Todd Martin on .

This Issues Topics:

Custom Office Customizer
Sage MAS 90 ERP is at home in companies spanning dozens of industries, from wholesale distributors to service organizations. Some reasons this solution works so well for such diverse organizations include the software's strong core functionality, large number of available modules, various industry-specific add-on applications, and perhaps most importantly, its ability to be customized and...
Read more...

Headline News
Sage MAS 90 version 3.71 is slated for retirement. In December 2007, customers will receive the final 3.71 Year-End Tax Table updates and...
Read more...

Tips & Tricks
This tip takes you step by step through the creation of an Item Masterfile user-defined field (UDF)...
Read more...

Extended Solutions For Multi-Company Accounting
With its multi-company functionality, Sage MAS 90 ERP allows you to maintain and account for the separate business entities, store locations, or discrete business divisions within your corporate structure. Keeping financial transactions separate is often a necessity, and...
Read more...

In The Spotlight
Sage MAS 90 Fixed Asset Module

Accurately managing and tracking your company's fixed assets is a necessary, if less than glamorous task. Many companies rely on spreadsheets to keep a listing of those assets and turn the documents over to their CPA at tax time to perform the necessary calculations. If you're ready to take a more active role...
Read more...

September 2005 - Volume 5 - Issue 5

Written by Todd Martin on .

This Issues Topics:

High Quality Return
The Sage MAS 90 RMA Module
A necessary component of good customer service is accepting returns or exchanges. Your customers expect it, appreciate it, and tend to buy from those vendors who offer a flexible return policy. You must ensure that this process is handled efficiently and accurately...
Read more...

Headline News
Sage Software has opened registration for Sage Summit, the company’s annual customer conference. The conference will be held in San Diego, CA...
Read more...

Sage Payroll Services For Sage MAS 90
If you are currently using an outsourced payroll services provider, or have considered outsourcing payroll as a viable option for your organization, you’ll be interested in learning about Sage Payroll Services, a full-service online payroll solution that integrates with Sage MAS 90 and...
Read more...

Sage MAS 90
In The Spotlight Extended Solutions—Serial Numbers
The Sage MAS 90 solution is renowned for its strong distribution focus. Part of this strength lies in the product’s inherent ability to handle lot and serialized item processing, a crucial component for many distributors. In this article we look at three Extended Solutions from Sage Software that expand on...
Read more...

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