EDI Advantage Integration SO-1184 Overview This Extended Solution to the standard MAS 90 MAS 200 Sales Order module adds support for the EDI Advantage program from Kissinger Associates. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: http://support.sagesoftware.com/mas/extended_solutions/main.cfm Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an email from extendedsolutions.na@sage.com telling you that it is ready. The email will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions, and a Shipping Manifest. If you have any problems with this order, please email extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions Merge Installation Files Extended Solutions Setup options 2005 Sage Software, Inc. All rights reserved. SO-1184 (Revised 07/05) Page 1
Setup Once the disk is installed, you will need to access the Sales Order Setup menu option screen. After the standard MAS 90 MAS 200 option screens have been displayed, a Setup screen for this Extended Solution will appear. Check the Enable Extended Solution box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Operation No operational changes will be noticed. Whenever the EDI Advantage program creates a Sales Order or Invoice, the appropriate processing for your Sage Software Extended Solutions will take place automatically (see the Appendix for details on what happens for each Extended Solution). Sage Software Extended Solutions AR-1080, IM-1015, IM-1114, SO-1010, SO-1014, SO-1050, SO-1055, SO-1085, SO-1113, SO-1160, SO-1202, SO-1204 and SO-1316 are also supported in invoice processing. 2005 Sage Software, Inc. All rights reserved. SO-1184 (Revised 07/05) Page 2
Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2005 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners. 2005 Sage Software, Inc. All rights reserved. SO-1184 (Revised 07/05) Page 3
Appendix Only the Extended Solution listed below are currently supported by the EDI Advantage Integration. Any special notes regarding the processing related to the Extended Solution is indicated. AR-1080: User Defined Fields for A/R Customer Masterfile IM-1015: Extended Item Description As sales order line items are created, the item description and the extended item description are normally defaulted to the values in the Item Masterfile for inventory items and to blanks for non-inventory items. However, if the EDI Advantage program creates an item with an override description, the extended item description will be blank. During Invoice Processing, the extended item description in a sales order line will be copied to the invoice line. IM-1114: Increased Unit Price Mask This Extended Solution s Unit Price mask will be supported. Note that even while the Sage Software products support the Unit Price mask added by this Extended Solution, it is unknown by Sage Software, Inc., if the EDI Advantage product will support the mask. SO-1010: S/O Data Entry Tracking by User ID During Sales Order processing, the User ID and Creation Date will be stored in the Sales Order Header File. SO-1014: User Defined Line Fields for Sales Order As Sales Order line items are created, the line UDFs will be initialized to their default values defined in Setup. Note that any Smart Processing Extended Solutions which affect the contents of the UDFs are NOT supported. If the DETAIL$ string is present (contact SUMA for details on the contents of this string), its contents, up to 6 characters, is loaded into the first 10 bytes of UDF data. No validation is done for content, field sizes or type (i.e., date, numeric, string); it is up to the EDI Advantage program itself to provide only valid data in the string. During Invoice Processing, UDF information in a sales order line will be copied to the invoice line. If the UDF information does not exist for a sales order line, the defaulting process described above will occur. SO-1050: Sales Order Weight and User Defined Category Item SO-1055: S/O Commissions by Line Item Support for AR-1191: Commission Rate by Price Level is also included. Please see the SO- 1055 manual. Orders created via EDI Import will contain Line Commission fields, which will default to the values they would have if the user keyed in the order. SO-1085: Sales Order Integration with Job Cost During Invoice Processing, Job information related to a sales order will be copied to the invoice. SO-1113: User Definable Header Fields As sales orders or invoices are created, the header UDFs will be initialized to their default values defined in Setup. Note that any Smart Processing Extended Solutions which affect 2005 Sage Software, Inc. All rights reserved. SO-1184 (Revised 07/05) Page 4
the contents of the UDFs are NOT supported. If the HEADER$ string is present (contact SUMA for details on the contents of this string), its contents, up to 126 characters, are loaded into the first 130 bytes of UDF data. No validation is done for content, field sizes or type (i.e., date, numeric, string); it is up to the EDI Advantage program itself to provide only valid data in the string. SO-1160: Six Decimal Precision for Sales Order With this Extended Solution, six decimal precision will be supported on Sales Orders. Note that even while the Sage Software products support pricing in six decimal precision, it is unknown by Sage Software, Inc. if the EDI Advantage product will support six decimal precision. SO-1202: Credit Hold by Terms Code During Sales Order processing, if the Terms Code is flagged as On Hold, the Sales Order Status will be changed to Hold. SO-1204: Shipping Instructions by Ship-to Address During Sales Order and Invoice processing, the Ship-To Code and Address will default to the one specified in Customer Maintenance. SO-1316: Sales Order Default Control 2005 Sage Software, Inc. All rights reserved. SO-1184 (Revised 07/05) Page 5