4 Reasons You Should Consider Sage-Integrated Document Management

Organizations across all sorts of vertical markets have saved money and grown business by optimizing their Sage ERP with a document management and workflow solution integrated to Sage. The need to go paperless is not limited to a few verticals; it’s widespread!

You too could benefit from document management. With a Sage Endorsed document management solution such as DocLink, you’d no longer waste money on storage fees, shipping, or the cost to recreate lost documents. Think of how long it takes to approve the average invoice. For many, that approval process is tedious – you must wait on other employees without any visibility. Now think of using a mobile application to access, share, and even approve documents all from your phone. How could a solution like DocLink Mobile benefit your business?

Still, we recognize that the decision to ditch the paper can be hard for organizations. We understand that some are simply set in their ways! Perhaps you don’t even realize the business process bottlenecks paper is causing or the unseen cost of manual processes in the workplace.

Read below for a quick look at four very common indicators that you too could benefit by going paperless:

1. If your company has two or more people working in the Accounting Department, you’re probably processing a good volume of invoices! Your approval process likely involves multiple steps and might not offer document visibility throughout. With automated workflow, approvals can be expedited and better managed. You can even delegate tasks to other employees (when you’ll be gone on vacation, for instance) so that business is never at a halt.

2. Does your company have more than one office location? What about remote employees? If so, you might be spending a fair sum of money moving paper between locations. You and your coworkers are probably familiar with the pain of not being able to easily access documents. By going paperless, you can eliminate unnecessary courier and postage expenses—and your employees can spend their time on more productive efforts.

3. If your company uses off-site storage facilities, you’re also spending funds that could be put to use elsewhere! Anyone familiar with the hectic process of pulling out those files will definitely appreciate the ease with which you can access and share documents in an electronic repository. Instead of waiting or asking for someone else’s help, employees can instead serve themselves and access files in your secure document repository.

4. If your company is in any sort of highly-regulated industry such as healthcare, food and beverage or manufacturing, you likely adhere to strict requirements related to the storage, access, and processing of files. This time-consuming process can be completely changed with workflow, output automation, and tight file security and history provided by integrated document management.

Do you fall under any of the categories above? Are you aware of different ways paper is bogging your company down? Join us on our upcoming educational webinar on a Sage-integrated document management solution, DocLink.

Join us for a webinar on May 17 at 1 p.m. ET (10 a.m. PT) to learn more about DocLink and see it live. See how DocLink can help you:

  • Eliminate paper-based bottlenecks like AP invoice approval
  • No more chasing down paper, view documents right within Sage
  • Allow users to retrieve supporting documents instantly and easily, on any device
  • Automate the delivery of documents and associated data to customers, vendors, partners
  • Increase control and visibility of transactions

Acumatica Cloud ERP Best of Summit Anaheim wrap-up and comments

Acumatica Cloud ERP Best of Summit Anaheim wrap-up

On April 26, 2018 we had the chance to spend some time with the leaders of Acumatica Cloud ERP at their Best of Summit Anaheim event.

This was an Acumatica Customer, Partner and Potential Customer event. We learned about the new features and enhancement to the new Acumatica 2018 R1 version, heard from customers that had very interesting stories of coming off very old systems and implementing Acumatica Cloud ERP. Some very long-term customers and some just recently making the decision to move forward.

Acumatica Cloud ERP now has over 4,000 customers and is continuing to gain much momentum in the ERP space. We look forward to hearing more and please stay tuned. The upcoming 2019 Acumatica Summit will be in Houston Jan 27th though Feb 1st at the Houston Marriott Marquis.

We hope this was helpful. We are very excited about Acumatica Cloud ERP . If you have any questions, please contact us, call 760-618-1395 or email us at info@caserv.com and we will be happy to help.

 

Sage 100 How to create a credit memo in Sale Order Invoices

Question: In Sage 100 (formerly Sage MAS90) sales order invoice entry why and how do I create a credit memo?

Answer: Normally Credit memos are done to return something such as damaged goods or the wrong item was shipped to the customer. You would do it in Sale Order Invoice Entry because you want to take advantage of the Ship to Addresses that are in Sales Order.

First, you will need to make sure that the Open Item or Balance Forward flag in Account Receivable Options are set to Mixed, which will allow you to do Credit Memos in Sales Order Invoice Entry.

Second, select Sales Order>Main>Invoice Data Entry, select the Invoice number, Customer Number, Invoice Type select: Credit Memo.

Third, from the Apply to Invoice Number box you can lookup the Invoice to apply the Credit Memo to.

Forth, go to the line tab and enter in the items to be credited, make sure they are positive numbers and Accept.

Fifth, you can now Print the Credit Memo and Update the Daily Sales Reports/Updates.

TPAC 2018

This past February was the Third-Party Advantage Conference (TPAC) held in Vancouver, British Colombia, Canada. I had the opportunity to visit this beautiful city and participate in the conference that brings together a great group of products and people on the Sage 300 ERP platform. Sage Business Partners, Development Partners, and customers from all over the globe were in attendance to discover what products are available on the market to enhance an end user’s Sage 300 experience.

I was in Vancouver the week before TPAC to attend a pre-conference training session for AutoSimply, one of the featured third-party exhibitors at the conference. The two-day training session discussed how to utilize the Manufacturing Order Module (version 2018) within Sage 300. The Manufacturing Order Module allows end users to create Bills Of Material (BOMs), manufacturing order entries, returns, and receipts. Other modules that were discussed, which can be added to Sage 300 in addition to the Manufacturing Order Module, includes Manufacturing Lots for lot control operations; Production Planning for budgeting and forecasting; and Shop Floor Control for tracking manufacturing operations such as runtime and operation downtime. AutoSimply also discussed their Inventory Barcode Manufacturing product which allows end users to scan compatible barcodes and automatically upload the information to their Sage 300 ERP. End users can also create Purchase Order (PO) Receipts, PO Returns, Order Entry (OE) Shipments and OE Returns from their handheld barcode scanning device.

At the end of the two-day AutoSimply training session, I was awarded a Certificate of Completion from AutoSimply.

I also attended a conference session regarding new features coming to the next version of Sage Alerts & Workflow led by Donald Farber of Vineyardsoft, a developer of the product. The next version of Sage Alerts & Workflow will be web based for convenient user access along with modern web screen designs.

Sage Alerts & Workflow is a query reporting software that notifies end users of events that users without Sage Alerts could only “wish they had known sooner.” These events include lists of: customers with open invoices due over ‘x’ days ago; customers whose credit cards expire next month; open sales orders that have not been shipped yet and are past the expected ship date; orders that have been shipped to the customer but have not been invoiced, etc. These reports can be set to automatically run on certain time intervals such as “Daily at 9am” or “Every 4th Friday of the Month,” and sent via email, text, or fax to persons of different departments and management levels internally and externally according to a business’ needs. Sage Alerts & Workflow is a great tool for users to keep track of their business from all angles.

Overall, TPAC 2018 was a successful and enlightening event to attend, to forge new relationships and learn about different products that operate alongside Sage 300. I look forward to attending again next year!

Sage 100 How to Register Sage 100 Intelligence

Question: Mike, we own Sage 100 (formerly MAS90) and we would like to know how the register Sage 100 Intelligence.

Answer: The Sage Intelligence Module enables you to do custom financial report and pull data from the General Ledger as well as other Modules, but it first needs to be registered.

NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 ERP system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at info@caserv.com and we are available to help.

Steps are show below:

STEP 1 – First open Sage 100 and Login and Open the Sage Intelligence Reporter License Manager.

Sage Intelligence>Setup>License Manager:

STEP 2 – You will be prompted to enter the UNC path to the Network Repository and click OK, if you are using a standalone computer you can us the following:

\\localhost\Sageintell\ where Sageintell was new folder that we created in the C:\Sage folder, if you have a Network you can just create and folder inside the MAS90 folder on the server and just point to it.

STEP 3 – Next Complete the License manager, this is always the one you need to remember, use the old account number if you were an old customer before Sage changed their customer number structure. So, obtain the Serial number from Sage Online and the account number is the number between the v and the _ in the serial number. Put that into Account Number.

STEP 4 – Next add the Serial Number: This is the one that starts with a v, make sure you make it a small v as we have used V the large one and Sage will fail the registration, so us the small v.

STEP 5 – Then click Apply in the top right-hand corner and then click Perform Registration, and it should come back with Registration complete with no errors.

STEP 6 – If you exit out go back into the License Manager then you should be able to see all the parameters of your licenses.

Sage Alerts & Workflow

Companies with systems that automatically monitor, assess, and report on data not only anticipate events before they happen, are more competitive, more proactive and more profitable. Learn more about the tools available to you to help you make more proactive decisions to benefit your organization and eliminate the phrase “if only we had known”.

Join us online for a Sage/WAC lunch and learn session on Thursday March 22, 2018 at 1 p.m. ET to discover the tools you need to become more data-driven, better manage your critical business activities and maintain great business relationships with your customers and vendors.

When you attend the webinar session, you will also learn more about:

  • The 8 types of business conditions you should be on the lookout for
  • How to be automatically alerts so that you can respond quickly to trends, exceptions, and anomalies.
  • How to automate tasks currently done manually (such as invoicing & statement delivery)
  • Quantifying your organization’s need for “business activity monitoring”

An Article that may help you understand what Sage Business Alerts can help you with in your business.

It’s What You Don’t Know That Can Hurt You

The author Mark Twain was once asked about his many business ventures – most of which had failed. Twain explained how his ventures had failed not because of bad technology (most of the items he invested in became very successful realities, but under different ownership), but rather had failed because he had not kept an eye on their progress. He summed up the lesson that he had learned as follows:

“Put all your eggs in one basket – and watch that basket.”
If anything, that phrase is truer today than it was 100 years ago – and it’s especially true regarding ERP applications. Organizations have vast quantities of information that they need to keep watch over; invoices coming due, stock running low, changing buying trends, and so on. What with corporate downsizing and fiscal belt-tightening, few – if any – organizations have the luxury to turn to an employee and say, “Hey you – it’s your job to keep an eye on our ERP data and if anything looks wrong, let me know.”

And so, your net result – like Mark Twain’s – is that you don’t watch over all the “eggs” in your ERP basket and bad things happen. You write off bad debt. You throw away expired inventory. Late deliveries become commonplace. And you lose some of your best customers.
This is exactly what Mark Twain was talking about; keeping watch over your investments (in your case, your ERP data). In Twain’s day, the “watcher” had to be himself; but in our day, we can automate the “watching process”. And that’s exactly what you should be doing if you wish to avoid the same kind of problems that Twain experienced.

“Automated watching and responding.” That’s what Twain was talking about. He needed to constantly monitor his business ventures. He needed to know immediately when something looked out-of-whack. He needed to know when “discoveries” should have pushed him in another direction. And he needed to watch over all his ventures equally well; his problem wasn’t that all his ventures were failures, but rather that he paid more attention to those that were doing well than those that weren’t.

You can apply these same concepts to the monitoring of your ERP data. Whether it’s receivables, inventory, manufacturing, or some other area of ERP, they all need equal “watching over”. And to do this today, you need a technology that embodies the same characteristics that Twain found lacking in his own approach to his prospective inventions:

  •  Focus. Invest in a technology that focuses on doing one thing: identifying and
    responding to business conditions in your business data. Business is increasingly
    complex today; you need to be able to identify sophisticated conditions (such as
    customers who have changed their buying habits) and then communicate those
    conditions in a wide variety of ways.
  •  Delivery. Twain was fortunate in that the methods of communications in his day were
    limited; today you must consider email, fax, cell phone, instant message, dashboard,
    and social network. Some information must be in quick one-line alerts, other must be
    delivered as analytical reports or standard forms and documents. It all comes down to the right information via the right people via the right device.
  •  Independence. Twain didn’t have one invention going at a time; he had multiple. Just
    like you don’t run your business just on your ERP system – you likely have a CRM
    system, an HR solution, and maybe a help desk application. You can’t play favorites
    when it comes to “watching” – a solution must monitor and respond to all your business
    applications, commercial as well as home-grown. And don’t forget incoming email – one
    of the top three sources of information coming into businesses today.
  • Integration. “Interoperability” is the key word of today when it comes to business
    applications like ERP, CRM, and HR. You must realize that sometimes the most critical conditions aren’t always represented by information in just one of your business
    applications – but rather in the combination of data between two or more applications.
    Invest in a “watching” solution that combines, analyzes, and responds to disparate data
    across your entire organization.

It’s interesting that 100 years after Mark Twain’s passing, we can still take lessons from him. Success – whether defined as the launch of an invention or defined as a productive ERP solution with well-managed customers, partners, and transactions – is dependent on your ability to watch over, identify, and respond to changing business conditions.

Sage 100 Success Story with Mervin Manufacturing Snowboards

WAC Solution Partners Helping Businesses to Grow Effectively

 

As providers of accounting software, implementation and support, we offer a wide range of solutions designed to fit businesses and non-profits of all sizes. Our combination of products and services allow you to better manage your accounting and to make insightful decisions about your company’s future.

EXPERTISE WITH LOCAL ROOTS AND NATIONAL REACH

This is a success story about a very fun customer Mervin Manufacturing that we began working with in 1989. It was a great partnership.

Mervin Manufacturing is home to Lib Tech, GNU, Roxy and Bent Metal Bindings and is a leading designer and manufacture of snowboarding products. We began working with Mervin Manufacturing in 1989 when they were just a 10-year-old company.

They were looking for a partner to help them grow their business to the next level. Our company provides small business bookkeeping services as well as Accounting Software system sales, implementation, support and training.

They originally called us because we were close to their Seattle office, initially it was a box of checks. The project was to reconcile their bank accounts and do monthly financial statements for them, we did all the accounting on our system.  We also did their accounts payable and payroll.

As the company grew further they asked us to provide an in-house accounting system and computer network system. We sourced an IT company for the computers and sold them Sage 100 (Formally MAS 90). Their original customer base was on an Apple Macintosh that we helped them bring over to the new Sage 100 (Formally MAS 90) system.

This was a phased in training and implementation, first the financial modules including General Ledger, Accounts Payable, Accounts Receivable and Payroll. And then the distribution modules which included Inventory, Sales Order and Purchase Order.

We trained the customer staff from the ground up as they had never had much experience with Sage 100 (Formally MAS 90) or other accounting systems.

Upon completion of the Software Implementation we continuing as their outsourced accounting company. We provided monthly financial statements, did their payroll for them, closed all the accounting and distribution modules monthly. We remained their accounting company for over 10 years.

Eventually Mervin Manufacturing was sold to Quiksilver and in recent years the company was repurchased and now operates as an independent standalone company under Altamont. They are home to many snowboard enthusiasts and many Olympic snowboard athletes.

Review of Sage Sessions in Los Angeles, February 13, 2018.

It was my pleasure to attend the first Sage Sessions at the Los Angeles Westin Bonaventure. This was the first of 10 Sage North America events. 6 US cities and 4 Canadian cities.
The single day events focus was on Sage partners, customers and solutions, with powerful keynotes, networking opportunities, product demos, and more. These events replaced the previous mega conferences called Sage Summit located in one city over a week-long period.
SageSessions was a fun informative breath of fresh air from our perspective as a longtime Sage Business Partner. It was close in Los Angeles, so we had the chance to invite many of our local customers in the Southern California area and being only one day it was very easy to attend.
The hosts from Sage were Dave Faupel @davezamazing VP Field Marketing, and Nancy Harris @SageNancyHarris Managing Director Sage North America @SageNAmerica. The opening message from Nancy was “We are all about customers and we are interested in your success.” We loved that message.
The keynote was John Garrett @RecoveringCPA, TheRecoveringCPA.com. John gave an incredible talk about being relatable and real and “Don’t let your professionalism suffocate your personality. After the initial keynotes there were technical content and business development sessions focused on real issues customers are facing in todays world as well as several updates on new Sage Products.
One of the sessions I attended and really loved was Sage 100c tips and tricks done by Johnnie Woodward @JohnnieWoodward ‏ Sage Field Sales Engineer – Sage 100 & Sage CRM from Sage. There were several new features presented that most people in the room could really benefit from.
There was a section of the conference dedicated to product demos from many of the sponsors, Sage and ISV’s that provide a wealth of information to our customers.
All in all, SageSessions was an absolute great investment of our and our customers time.
A list of upcoming sessions scheduled at this time:

Chicago, IL April 24
Location
Hyatt Regency Chicago
151 E Wacker Dr.
Chicago, IL 60601

Toronto, ON May 8
Location
Westin Toronto
One Harbour Square
Toronto, ON M5J 1A6

Austin, TX May

Atlanta, GA June

Montreal, QC June 26
Location
Hyatt Regency Montreal
1255 Jeanne Mance St.
Montreal, QC H5B 1E5

Edmonton, AB July

New York, NY July

Seattle, WA August 7
Location
Hilton Bellevue
300 112th Avenue SE
Bellevue, WA 98004

 

Vancouver, BC
September

Registration and Detailed Information

 

 

Registration and Detailed Information

NetSuite – Reopening Accounting Periods

Welcome to part two of WAC Solution Partners’ series on closing periods! Today we will cover how to reopen and edit accounting period.

What is reopening a closed period and why would you want to do it?

In NetSuite, when a period status is “Closed” no transactions can be posted to any date within the period by anyone (including administrators).  There are times when you find a transaction that was overlooked or there is a transaction that your accountant recommends entering in a previous period or fiscal year.  If these periods are closed you must reopen them.

  1. Here is how to reopen an accounting period.

a. Go to Setup>Accounting>Manage Accounting Periods

b. The Manage Accounting Periods page allows you to close and open periods or to set up new fiscal calendars. Closed periods will be marked with a green check under “Period Close” and will indicate that AP, AR, and GL are all locked.

c. Click the checklist button of the period you would like to reopen.

d. Click the green arrow on the “Close” line

e. From here you can click the “Reopen Period” button. Note that the system will ask you for a justification for reopening the period. Fill in your reason.

f. The system will also require that you reopen all periods after the one you are opening, though they will remain locked. You will also have to go through the checklist again.

In the example below, July 2013 was opened for editing. As you can see, all subsequent periods were opened, but they remain locked.

g. Before editing a period, you will have to go back through the checklist…

h. …and unmark the items which were marked for locking.

i. Hit Submit.
j. Depending which checklist item you unlock first, items which were dependent upon it may become unlocked as well.
k. All periods after the unlocked period will also become unlocked. You may now make your changes.
l. To re-close the edited period, repeat the closing steps described in part one of this blog.

2. You may be wondering whether you have to go through the checklist all over again for each of the periods you opened. You do not.

Because re-closing any open, intervening periods which did not need editing was a tedious chore, NetSuite created Quick Close. Because this feature can close any period, it is not recommended that you use it to close periods where the checklist was never followed. The feature merely marks items as locked and complete—it does not actually perform the closing tasks.
a. To use this feature, go into your Manage Accounting Periods page.
b. Click “Close Multiple Periods”. There is no button marked “Quick Close” at the time of writing.

c. The system then asks you to select a period. Quick Close will close all periods dated before the one you select.

d. Click “Submit”.

The system will display this warning. Again, we do not recommend using this feature to close periods which were not closed properly by completing all items in the closing checklist.

e. If you are sure, click “OK”.

As you can see, NetSuite makes reopening and reclosing periods a fairly simple task and offers several tools with which to manage them.

We hope that this blog was useful to you. If you have any questions about closing or reopening periods, the Quick Close routine or any other NetSuite topic, please contact us by Clicking Here!

Sage 100 Consultant Tip: Paperless Office Won’t Print

Sage 100 ERP consultant, we had a client who had a technical issue with Paperless Office hanging up. Do you know how to stop this from happening?

NOTE: Consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 ERP system.

Question: We are a Sage 100 user, we are using the Paperless Office and the printer hangs up forever.

Answer: Here’s what to do when Paperless Office hangs up…

1)  Check permissions on Sage PDF Converter:

Run, Regedit

Sage 100 ERP consultant paperless office

Click on: HKEY_CURRENT_CONFIG, Software, Sage PDF Converter, right click select permissions and set full rights to everyone. Apply and OK.

2)  In Sage 100, File Run PL_AdvancedOptions_UI

Sage 100 ERP consultant paperless office 2

3)  Uninstall Converter, then Install Converter.
4)  De-install Workstation Setup and then Re-Installed Workstation and run Update.
5)  Find Sage PDF Converter from printer properties, install Sage port if not there, on the security tab set full permissions to everyone. Apply and OK.

Sage 100 ERP consultant paperless office 3

6)  Back to Sage 100, File Run PL_AdvancedOptions_UI and test Sage PDF printer.

This should solve the problem in most cases, Paperless Office printing is done on a machine by machine basis so it is necessary to check these steps on each machine.

If you have questions please contact us at www.caserv.comemail or 760-618-1395. Please stay tuned for more helpful Sage 100 ERP tips!