Sage MAS 500 Version 7.4 Sneak Peak

Transcription

1 Sage MAS 500 Version 7.4 Sneak Peak

2 What s New in 7.4 and Why it s Important Productivity Enhancements Landed Cost Improvements Unit of Measure Improvements Manufacturing & Distribution Platform & Performance Retirements

3 7.4 - Productivity Enhancements Create and Track Overpayment of Invoices Process Customer Refunds in Cash Receipts Support Negative SO Non-Inventory Line Items Business Insights o o Export All Data or Only the Current View Return Top N Rows Only

4 Overpayments or Negative Invoices Sales Order Customer Status Payment = Invoices Shipment Aged Receivables Cash Receipt Unapplied Amount Invoice AR Trial Balance Statement

5 Overpayments or Negative Invoices

6 7.4 Overpayments Explore Invoices

7 Customer Refunds from Cash Receipts To clear an unapplied credit memo or an unapplied payment in Accounts Receivable: 1. Create a batch in Process Invoices, and Enter Invoices. 2. Select Debit Memo from the Invoice list. 3. Click the Detail tab, and select the correct General Ledger account. Complete remaining fields as needed. Note: When posted, the debit memo will debit A/R, and credit the offset account used for the debit memo line item. 4. Click the Totals tab, and click the Appls button. 5. Select the applicable unapplied memo or payment. 6. Save the record, and post the batch. If Cash Management is used: 1. Create a batch in Process Bank Transactions, and create a bank transaction to reverse the effects of the original deposit of the unapplied payment. 2. If a cash account is used on the A/R debit memo, use a cash account as an offset account for the Bank Transaction. This has a net effect of zero for the cash account and updates Cash Management records. If an A/P check is required for issue to the customer: 1. Create a vendor account for the customer in Maintain Vendors. If desired, associate the vendor record with the customer record in Maintain Customers. 2. Expand Accounts Payable and Activities. Double-click Process Vouchers. 3. Create a batch. 4. Create a voucher for the vendor created above for the refund amount. Credit the appropriate accounts. 5. Generate and print the check using Process Invoices for Payment or Process Manual Checks. Alternatively, add the voucher on the fly, and create a quick print check in Process Manual Checks.

8 Customer Refunds from Cash Receipts 1 2 3

9 Negative Sales Order Lines Rebates Coupons 24 Votes One-time Discounts

10 Negative Sales Order Lines

11 Business Insights Explorer

12 Business Insights Performance Performance Improvements

13 Business Insights Top N Improves performance and provides a Quick Look for top performers

14 Business Insights Export

15 Business Insights Export

16 Landed Cost Improvements Vendor Freight Expense Per Item Third Party Freight

17 7.4 - Landed Costs Improvements New option to apply freight to item auto generates landed cost Flexibility to define landed cost types independent of specific item or vendor Apply at receipt line using per-unit percent of cost or flat amount per unit OR Apply to receipt total and allocate by cost, quantity, weight, volume or manually Override allocation method and/or change the cost amount for predefined cost types where the amount is not predefined Override calculated line unit cost (with proper security)

18 Post Freight Amount to Item

19 Allocation Options

20 Landed Cost Improvements

21 Unit of Measure Improvements Round Up Round Down Buy Rounded Stock Rounded Issue Rounded Kilos Pounds Ounces Receipt Issue Issue Issue Adjustment Adjustment

22 7.4 - Unit of Measure (UOM) Expanded decimal precision in data tables o o Stored in expanded precision Displayed in user defined precision Flexible rounding methods for base (smallest) UOM UOM stored with transaction records Auto Adjustments to prevent invisible quantities Physical Count records qty in both precisions Displayed in rounded qty Bin transfers in any UOM New Item UOM BIE view Inventory Reporting in alternative UOM

23 Unit of Measure Improvements

24 Manufacturing

25 Override Primary Vendor Advantages of Replenishment Auto calculate demand across the business o o Sales Order Production Take advantage of quantity discounts from vendors Track and leverage external and internal lead times Disadvantages of Replenishment Locked into Primary Vendor Primary Vendor set by Warehouse Replenishment default with no override Can t take advantage of cost shopping Can t leverage express ship promotions

26 Override Primary Vendor

27 Complete Work Order Step Customer Orders 50 Progress Entry Issue Work Order for 50 Issue Material for 30 Begin Production Customer Changes Order to 30

28 Step Remains Open Material Quantity Remains on Step Multiple Steps to Correct Replenishment Overstated

29 Complete Work Order Step

30 Reverse Progress and Production Entry Working Away End of Day Last Entry Distraction

31 Reverse Progress & Production Entry

32 Assign Manufacturing Preferred Bins Only distribution precedence available how can I keep enough for manufacturing?

33 Assign Manufacturing Preferred Bins

34 Backflush from Bin Tracked Warehouse Bin Tracking makes picking faster and easier Backflush makes material issues faster and easier Cannot backflush from bin tracked warehouse

35 Backflush from Bin Tracked Warehouse Labor Backflush Material

36 Improved Manufacturing Posting GL Posting Date IM Transaction Date

37 Labor Material Outside Process Progress Completion

38 Improved Manufacturing Posting

39 7.4 Platform and Performance Crystal XI R2 (v11.5) Microsoft Office 2010 Improve Business Insights Explorer performance Update third-party controls Visual Studio 2010 and.net Framework 4.x Operating System and SQL Server Service Packs o SQL Server 2008 R2

40 Retirements FRx ecustomer; esalesforce Office XP SQL Server 2000 Retired in v7.3 Retired Jan 2011 Replaced by Sage MAS Intelligence Replaced by ebusiness Suite

41 Questions

42 BKD Technologies Help Desk Sage Software SageSupport@bkd.com Monday - Friday, 8 a.m. - 5 p.m. Support Center toll free

43 Chad Walter Thank You!