Register Now for Acumatica 2018 R2 Launch Day and Roadshow Event Series
Register Now for Acumatica 2018 R2 Launch Day and Roadshow Event Series
From the specialized tax research necessary to maintain rates and taxability, to shifting jurisdictional boundaries, to evolving payment and filing requirements to even resale certificate management, the apparent costs and complexities of sales and use tax compliance are easy to spot. However, cutting-edge technologies and superior processing logic help manage the most complicated tax issues, such as situs, nexus, tax tiers, tax holidays, exemption certificate management and product taxability rules.
Join us on 7/26/18 at 1 p.m. ET as we identify the dangers and explore and opportunity to improve processes and reduce tax compliance risk with sales tax automation. By attending this webinar you’ll learn how:
• Avalara enhances sales tax functionality
• Exemption certificates work and why they are important
• Easy it is to manage and report on tax with Avalara
• AvaTax product solution set works (demo)
Sign up here:
As a Sage 100 Certified Consultant we recently upgraded a customer from a very old version of MAS90 to Sage 100 and a new version. Previously they had many standard reports that were in DOS based screens that they liked. With the new versions of Sage all the Standard Reports are in Crystal Reports.
Our customer asked us how to modify some of the Standard Reports to make them more easier for their business purposes.
The answer to that question is contained below and we have attached some screenshots.
Every so often I decide that I need to get my diet under control. The first thing I do is start recording what I eat in a food diary. Why? Because our goals are more achievable when we measure the steps that get us there. Over the next month or so let’s look at some ways we can measure our HR and Payroll performance.
One standard measurement in Human Resources is TURNOVER. This is where you divide the number of terminating employees for the period by the total number of employees in the organization. But this number alone might not tell the whole story. Here are some additional ways to look at turnover:
EARLY TURNOVER: This looks at the number of recruits leaving in their first year divided by the number of recruits hired in the period.
REGRETTED LOSS: Regrettable turnover is when an employee’s departure from a company has a negative impact on the team or organization. The measurement is the number of employees who left the company but who the company had planned to retain divided by the total number of terminations.
NON-REGRETTABLE TERMINATION RATE: Employees who left the company, but their leaving had no appreciable effect on the company.
CONTROLLABLE SEPARATION RATE: Employees who left for a reason that the company might have been able to address if they had been aware of it.
UNCONTROLLABLE SEPARATION RATE: Employees who left for a reason that the company could not possibly control, even if they had been aware. This measurement would include death, military service, plant closure, etc.
Some of these statistics are readily available. Others may require you to review the way you currently classify the terminations in your HR System. Once you start tracking them, however, you will be able to see where you need to focus your attention.
Question: Mike, we own Sage 100 (formerly MAS90) and we would like to know how to setup a Recurring Journal Entry.
Answer: The Sage 100 Recurring Journal Entry can be setup as explained below:
NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at firstname.lastname@example.org and we are available to help.
Steps are show below:
Question: Mike, we own Sage 100 (formerly MAS90) and we would like to know how to copy a Custom Office task or screen to another user and company.
Answer: The Sage 100 Custom Office module can be copy as shown in the step outlined below.
Steps are show below:
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:
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 email@example.com and we will be happy to help.
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.
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!