Sage Software Welding System MAS 500 Version 7.2 User's Manual
Contents
1. SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 A set of new options will allow warehouse managers to require handheld personnel to scan items and enter the customer number when picking or packing an order This process will ensure a more accurate picture of the customer s inventory situation prior to processing new orders Project Accounting New Expense Billing Option for T amp E and FP Projects A new billing option from Accounts Payable will provide project managers with the ability to bill outside service expenses and other non resource related expense by the items standard cost standard price or actual cost thus giving customers added flexibility when invoicing their clients based on the type of expense being incurred This new billing option for accounts payable expenses is enabled for Time and Material projects as well as any T amp M portion of a Fixed Price plus project Enhanced Drill Down from General Ledger Accounting personnel and other finance operations evaluating revenues and expenses associated with various activities across the business will now have the ability to view any project related transaction associated with the GL transaction such as timesheets expense claims and project transactions This new visibility provides the finance department the precise information they require when they are reviewing trends or anomalies within the business Sage MAS 500 Office Update From the initial release in 1996 Sa2. Sage FAS 500 v2008 1 The award winning Sage FAS 500 fixed asset management solution for 2008 includes a robust set of new features and enhancements including additional tax guidance government compliance and platform updates e Tax Law Updates Sage FAS 500 now supports the following tax law updates to conform to government requirements e Updated Tax Forms IRS Form 4562 Depreciation and Amortization for 2007 e Updated Tax Limits Complies with the scheduled increase in the Section 179 limits and luxury auto limits e Extension for Section 179D Property e New Section 179E Deduction for Advanced Mine Safety Equipment e Extension of 168 k Allowance for GO Zone Property e New 168 k Allowance for Cellulosic Biomass Ethanol Plant Property e Two New Property Tax Reports to assist in filing property tax returns e Update to Audit Advisor to improve validation for assets with less than 100 business use e New Windows NT Authentication support in Sage FAS 2008 provides a synchronized approach to configuring user accounts and permissions while establishing a more robust security infrastructure Sage FAS users will benefit from a single login through their suite of Sage solutions including Sage MAS 500 2007 Sage Software Inc All rights reserved 20 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 e Windows Vista compatibility including installation and UAC support Sage Timesheet v9 61 Sage Timesheet v9 61 for rem
3. 2007 Sage Software Inc All rights reserved 3 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Server SSIS administrators can schedule the SSIS package to run on a regular basis Furthermore developers can modify the final package by adding scripting for additional validations and other complex transformations Data Import Manager also addresses one of the most widely used applications in Sage MAS 90 and 200 platform The Visual Integrator module By providing the import capabilities within Data Import Manager Sage MAS 90 and 200 customers that have been running regular imports with Visual Integrator can be assured of a similar experience after migrating to Sage MAS 500 se Maintain Import Job Import Job SQL Server Cust Source Conn Table Mapping Column Mapping Staging Table StgCustomer z Ol x E Description sal Server Customer Import JOb s OL Server Cust Destination Entity Customers Display Columns M Required Renn Tane MV Unmapped lV Mapped American Banking Association Number Stage Column am Mapping Type Stage Value Action smallint IV No Mapping AddrLine varchar 40 E Column Mapping a lt Partial Column Map e AddrLine2 warchar 40 Fr Static Value AddrLine3 varchar 40 E Concatenation Value Mapping ddrLine4 secre i Lookup Value Column Informatio
4. http www microsoft com sql prodinfo overview whats new in sqlserver2005 mspx Accounting Server OS Microsoft Windows 2000 Server and Windows 2003 Server Microsoft Visual Studio 2005 Sage MAS 500 utilizes the new NET Framework 2 0 development toolset Application benefits include increased performance and throughput in the Desktop Business Insights Explorer and Business Insights Analyzer areas Thin Client Configurations Terminal Services on Microsoft Windows 2000 Server Windows 2003 Server and Citrix Metaframe Accounting Client OS Microsoft Windows 2000 Professional Windows XP and Windows Vista Web Server OS Microsoft Windows 2000 Server and Windows 2003 Server and IIS 6 0 Browser Microsoft Internet Explorer 6 0 and 7 0 on a Windows 32 bit platform Microsoft Office Office XP Office 2003 and Office 2007 including Microsoft Project 2002 Project 2003 and Project 2007 Minimum System Requirements Server for Standard or Advanced Editions Dual Intel Pentium IIl 450 MHz or better 512 MB RAM 1 GB free disk space Server for Small Business Edition Single Intel Pentium Ill 450 MHz or better 512 MB RAM 1 GB free disk space Client Pentium IIl processor with 512 MB RAM Retirements eExecutive With the introduction of Business Insights Dashboard to the 7 2 release eExecutive will be retired and automatically removed during the upgrade installation procedure All existing and new customers will receive Business Insight
5. Receivables 14 976 409 15 000 000 4 Inventory 14 476 578 5 000 000 Prepaid Expenses 0 Current Assets 331 267 965 5 000 000 Other Assets 1 246 514 Fixed Assets 0 Total Assets 332 514 479 Data as of Wednesday June 30 2004 12 00 00 AM Mcash Other Rece A Inventory Aa Others In addition new data views Web Parts can be easily created in Visual Studio NET allowing customers to track almost any business scenario imaginable By leveraging key performance indicators in their business they can move from reactive to proactive improving customer satisfaction as well Each user has the ability to personalize their dashboard in addition to configuring various dashboard layouts for daily weekly and other role based views Secured Content 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 The data view included with Business Insights Dashboard have been assigned individual task rights allowing administrators to set security for each KPI by company based on their appropriate role in the organization The ability to modify the personal experience and to modify the global experience within the Dashboard is also securable through individual task rights Leverage the Power of Business Insights Explorer As an added benefit to the powerful personalized dashboard capabilities users of Business Insights Dashboard will also have access to Business Insights Explorer views d
6. in Sage MAS 500 For optimal workstation performance close all tasks before beginning a tutorial Before you begin consider viewing How to Use a Tutorial to become familiar with navigating within a tutorial Library of tutorials available in Sage MAS 500 Click a link below to go to a specific library of tutorials e An Introduction to Sage MAS 500 This tutorial provides an introduction to the folindstion of Sage j MAS 500 teaching basic concepts and features of the software e Business Insights Dashboard Learn about the Business Insights Dashboard as well as how to add and modify content create a shared Dashboard and view Business Insights Exporer data within a Dashboard An Introduction to Sage MAS 500 Length Click a link below to launch the tutorial Navigating the Desktop 4 32 Customizing the Desktop 5 00 Entering Data 6 32 Working with Memos 3 35 Leaming About Lookups 2 65 iewing Inquiry Data 5 02 Working with MAS 500 Office 7 55 Printing Reports and Lists 4 36 Discovering Additional Resources 1 50 Business Insights Dashboard Click a link below to launch the tutorial Introduction to Business Insights Dashboard 4 56 Adding Content to a Dashboard 3 12 itin t n a Dashboar 2 53 Creating a Shared Dashboard 2 43 Viewin ta in Explore 4 13 2007 Sage Software Inc All rights reserved 15 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Sage Software Complete Solutions Sage SalesLogix 7 2 Your
7. multiple locations An address can also be added by accessing Maintain A A Customers through the context sensitive menu in the Customer field when entering This section contains overview invoices credit memos or debit memos information for the window Fields Address Street Addr field level Help for the window City State Postal Code Bill To Ship To Invoice From Price Group Shipping Zone Price Base O B Field Level Help Topic The new structure for the field level Help topics allows you to view and print information for all the fields in a window from one topic Some field level Help topics contain example drop downs and links to other topics where applicable New Tutorials A new set of embedded tutorials provide users with the overviews of the key usability characteristics of Sage MAS 500 including Desktop Navigation Memo creation running reports using lookups and accessing the powerful context menu s throughout the system These quick multi media tutorials will enable users to feel more comfortable navigating throughout MAS 500 while understanding some of the key product strengths The following illustration highlights the initial set of tutorials that will be included with the 7 2 release 2007 Sage Software Inc All rights reserved 14 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 software Tutorials Use the library of tutorials on this page to learn more about features available
8. to support Sage MAS 90 and 200 v4 05 migrations along with previously supported releases including v3 71 Microsoft Vista UAC Support Sage MAS 500 has a long standing commitment to leveraging the latest Microsoft platform requirements With the introduction of Microsoft Vista a new security standard was established to provide administrators additional security controls they require from their network of computers throughout and organization The new UAC standards in particular placed a greater burden on software manufacturers to conform to this stricter security standard The 7 2 release provides full support for the UAC including the key areas of client installation Windows NT Integrated security registry usage and proper local disk access 2007 Sage Software Inc All rights reserved 21 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Platform Support Overview The following are general platform support guidelines for this release Please refer to the Current Compatibility and Resource Guide on Sage Software Online for detailed compatibility requirements Microsoft SQL Server 2000 and 2005 Full SQL Server 2000 version 8 0 and 2005 version 9 0 support for Sage MAS 500 databases SQL Server 2005 includes key enhancements to enterprise data management in the following areas manageability availability scalability and security For complete details about the updates and changes available in SQL Server 2005 please visit
9. 294 806 9 El Purchases Alfred Tabasco Dawson Computer Products 0 00 103 264 75 5 986 955 4 ll Inventory Alfred Tabasco Aldebaran Inc 10 000 000 00 80 989 35 14 316 137 94 South West Territory 1 1 2007 359 363 94 ll Projects Alfred Tabasco Compound Solutions 0 00 2 986 283 78 8 087 651 84 South West Territory 1 2 2007 392 625 56 El Production Alfred Tabasco Lowry Air Force Base 100 000 00 506 102 76 10 619 695 50 South West Territory 1 21 2007 3 539 898 50 1 Data Import Manager Sage MAS 500 continues its strong tradition as an open ERP platform for integration and customization Based solely on the Microsoft technology platform Database Administrators and developers have leveraged the various methods for integrating into Sage MAS 500 through its open SQL Server and Visual Basic platform The new Data Import Manager builds off the strength of that openness through a robust database integration mapping application Built with NET and SQL Server 2005 SSIS technology database administrators can now configure one time or regular scheduled imports into a wide variety of Sage MAS 500 transaction formats through a powerful mapping wizard The mapping wizard provides the detailed knowledge of MAS 500 including required fields default validations and lookups while enabling the administrator to transform direct feeds from Sage MAS 90 or 200 ASCII Delimited Microsoft Access Excel SQL Server and XML data sources By leveraging the power of SQL
10. AGE MAS 500 rolling period in addition to calculating for Fiscal Annual and Anniversary plan types which accrue forward The FMLA 12 month rolling period determines an employee s balance of FMLA leave by measuring backward 12 months from the date an employee takes FMLA leave As the calendar moves forward the 12 month period moves forward day by day hence the term rolling Abra OrgPlus Automatic Email Distribution Define email distribution groups and Abra OrgPlus will automatically send your up to date organization charts to a designated list of recipients on a scheduled basis or at the push of a button Define different distribution lists per organization chart file and keep everyone up to date on the latest organization structure additions changes and open positions Insert Comments Annotate your organization charts with comments Just like in Microsoft Word use the Abra OrgPlus Insert comment command and add notes that relate to a box branch or your entire chart Share your charts with comments freely using OrgPlus Reader Enhanced HTML Publishing Abra OrgPlus HTML publishing has been significantly improved Now with more sophisticated toolbars and panels sharing your organization charts on the web is easier than ever HTML publishing now includes a search function and better than ever printing quality And for chart sharing and editing you can now download an opx OrgPlus file directly from an HTML page E
11. E GUIDE SAGE MAS 500 Usability Enhancements Warehouse Automation Pick by Order or Shipment A new flexible picking option within WA allows the operator to drive the picking process based on a sales order number or shipment number thus allowing picking of urgent orders without completing entire pick list in addition to eliminating the need to return to the MAS 500 console as well as generate shipments before the picking process begins SO PICK BY ORDER gt x 10 24 SO PICK BY SHIPM Ko qx 10 25 O HEADER 8 DETAIL O HEADER 8 DETAIL ITEM ITEM ro Bad IS EYES apo pe ere avo veere Sa rR ee Email Notification A new automated email feature provides instant feedback to the back office once specific transaction events are processed from the handheld This new capability ensures that key personnel involved within shipment workflow are informed so that subsequent action can be taken The following events will be included in the 7 2 release e Completion of a Pick List Pick e Completion of a Sales Order Picking e Completion of a Shipment Pick e Posting of the Sales Order Improved Error Messaging Enhanced error messaging when processing rejected handheld transactions provides warehouse managers with complete visibility into the reasons a transaction failed thus allowing them to take proper action without additional inquiry Improved Warehouse Workflow Options 2007 Sage Software Inc All rights reserved 7
12. SAGE MAS 500 Sage MAS 500 Version 7 2 Pre Release Guide January 2008 software Your business in mind SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Table of Contents OEI AAA a fawn eres 1 Avala bily i ii A o Ea 1 New Module Siiri iiaiai i a eA ated eet Peat rat 2 Business InsightS Dashboard aaoi ene EE a 2 Bata Mipan Managere aien ii 3 Starship Freight v9 9 EAA A EA E 5 Usability E hance meitsi caim anneanne ale 7 Warehouse Automation it ok die ee ea eed ee eee 7 Project ACCOUNUING ii eee 8 Sage MAS 500 Office Update cceecccesescesseceseeeeeeeeseeesesnseseeseseacacsacanseseeasacsacaesesecesaesacaeaesecasaeaeeesasaeeataneeeeeaeas 8 Business Insights Explorer ci d acacia a A al ES 10 New Common End User License Agreement cesccececeseeeeseteeseeceeeeceeseeeeaeseecasaeseeacsesaeeeeecesaeeeeataetetesasanees 10 Documentation soiien a eo o td 10 Sage Software Complete Solutions ooonocnicnicnininninnnnnnnnncncc cr 16 Sage SalesShogix Ai A A AA AA abe 16 Sage Abra HRAMS VA Dit Ad See dea ee aaa 16 Sage FAS DO0O V2008 Lis o in ode 20 Sage himesheet VY Odia daa 21 Third Party Considerations isc ci a 21 Erstal Reports VIO Dicc da eas 21 Microsoft FRX VO Z SP O cir ana risa ra Mee dete ned lee ade cai ede 21 Starsnip Rarcelv9 O atan tits cet cn Rao do e A tae eee aha 21 Technology Features ci A len devo anya a a db tod 21 Data MIN MON A A A A A die 21 Microsoft Vista UAG Supp
13. Sage MAS 500 maintenance subscribers Business Insights Dashboard provides a user centric view of key application metrics in addition to transaction inquiry through a Browser URL The new NET and SQL Server SSIS based Data Import Manager allows administrators to import a variety of transactions into MAS 500 through a simplified mapping interface while preserving data integrity A refreshed and enhanced user interface within Sage MAS 500 Office provides a more streamlined process for creating and managing Office Templates Both new and existing customers will immediately benefit from these newer technologies in addition to the usability performance and scalability improvements throughout the system Please take the time to read through the remainder of the document to fully understand the value and opportunity the 7 2 release provides Availability Sage MAS 500 7 2 will be generally available in March 2008 Channel partner and customer auto shipments are expected in the April 2008 timeframe The Software Development Kit SDK will be available approximately four weeks after the initial delivery to Production All efforts will be made to provide the SDK sooner 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 New Modules Business Insights Dashboard The new Business Insights Dashboard module keeps customers in charge of their business by channeling all the information they need int
14. ayable 1 Click here to start Cash Transaction Conversion QQ Setup Tasks 2 2 Convert Accounts Payable Checks fc 2 Customize Cash Management Transa Select the bank account The default is All For more information see Cash Transaction Conversion Fields 2 Enter Beginning Balances for Accour 3 Change the date if necessary The earliest date found 2 Reconcile Checks for Accounts Paya for the current company defaults 2 Reconcile Previously Issued Checks y x Importing Data Point Topics x E o Working with El gt Printing Reports and Lists a gt Flowcharts E s Common Information E Customizer E Data Import Manager Print the selected heading and all subtopics E gt General Ledger E Inventory Management E A Label lt pert oe ic o Manufacturing MAS 500 Office E o Multicurrency Management E e Project Accounting E o Product Configurator E o Purchase Order AN fidan lt im gt You can print the selected topic or all the topics in the selected heading What would you like to do Print the selected topic M Now it is easier to print field level Help from the software All fields are accessible from one easy to print page When you press F1 at any field in the Sage MAS 500 software the field level Help topic for that window appears and jumps you right to the field you are looking for Rather than printing individual fields from popups you can now print all the field lev
15. contained within the Sage MAS 500 task and drop the user directly within the Word Merge wizard Users can then simply drag and drop fields within the document and generate the final document The template can then be saved for repetitive use in a predefined network share or local drive For Excel the data will be exported directly to a blank source worksheet with defined named ranges Pivot tables and charts can then be constructed and saved as templates for continued use and shared with others within the organization se MAS500 Office Maintain Customers ul 3 mel Ol Template lo Fe Name Type DefauitEmail Size Date Modified Tax exemption letter TAXEXMPT DOC Global 22KB 10 17 2007 12 38 34 PM W Welcome Letter Welcome doc 23KB 10 17 2007 12 38 24 PM E Change in credit limit ChangeCtLimit doc Form_txtS alesperson 20KB 10 17 2007 12 37 46 PM E Customer put on hold OnHold doc Form_txtS alesperson 20KB 10 17 2007 12 37 34 PM 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Business Insights Explorer Introduced in Version 7 0 Business insights Explorer BIE has become the tool of choice for customers to inquire and navigate through the wealth of relational information stored within Sage MAS 500 BIE s ability to personalize and share information with others has become a common theme mentioned among the Sage MAS 500 user community The introduction of Quick Previews in vers
16. customers will be thrilled to hear that Sage SalesLogix for Sage MAS 500 has a new integration that will change the way they do business Sage SalesLogix for Sage MAS 500 has been redesigned to improve communication customer loyalty productivity and decision making by providing timely accurate information Sage MAS 500 Version 7 2 will be certified within a short period of time after the initial Sage MAS 500 7 05 release currently scheduled for March Additional details will be provided at that time Sage MAS 500 Partners will be required to have current certification on both Sage SalesLogix and Sage MAS 500 to sell and implement this integration Here are some of the key highlights e Instantly create accounts in Sage MAS 500 through Sage SalesLogix without entering a sales order e Tailor bi directional synchronization to meet your business needs scheduled or on demand e Enhance validation checking to eliminate duplication e View inventory in multiple warehouse locations Sites e Customize Ad Hoc Queries for powerful and drill down capability and custom reporting e Expand the visibility of instant accurate account detail from Sage MAS 500 from Sage SalesLogix For complete details on this exciting new release please refer to the Sage SalesLogix for Sage MAS pre release guide posted on the Sage MAS Partner File Center Sage Abra HRMS v7 6 This release focuses on enhancements to Abra eRecruiter Abra Benefits Enrollment Abra HR Ab
17. d Day PM RDWP al E Sender ABC Distribution and Service Corp 675 East Long Meadow Cheshire CT 06410 p e m 00000000 Recipient American Business Futures Racine Warehouse 5411 Kendrick Place Racine WI 53120 UNITED STATES OF AMERICA iS amp Packaging View Shipping Assistant Description 22 Type Pallets Qty 1 4 140 00 B Be Type Boxes Qty 4 HON 2DRAWER LETTER FLE W O LK EACH Ba Type Pallets Qty 1 Packaging Type Pallets Qty 1 NMFC Class Selected Qty 4 Selected Weight 140 00 StarShip Freight Highlights e Swiftly convert orders using item detail to automate freight rating and Bill of Lading Reduce shipping related expenses by combining multiple orders in a single shipment e Capture item box and pallet detail using a simple drag and drop method e Identify significant shipping cost savings among multiple carriers by viewing side by side rate comparisons e Immediately add accurate shipping charges to customer invoices e Personalize the Shipping Assistant to your preferred level of detail e Print pallet and package labels using laser or thermal printers Availability Starship Freight for Sage MAS 500 version 7 2 will be released after the initial launch of Sage MAS 500 version 7 2 and is currently scheduled for late spring after the completion of a beta release cycle 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEAS
18. d chart navigation use the profile views to easily change positions in the chart and update the chart information Conditional formatting in profile views allow you to dynamically format your data to bring attention to certain employee information For example automatically highlight information in the employee s to identify top performers Combine multiple profile views into a single composite profile view and define rules to hide and show individual profile views based on the selected box Manager Director or Individual Contributor for a more complete view of your organizational data Merge Charts Abra OrgPlus has long been the preferred tool for planning a company reorganization In OrgPlus we have made this process even easier With the new merge charts feature OrgPlus will automatically merge together two organizational plans into a single chart marking the records that have been changed and the author responsible for making the change With OrgPlus company reorganizations that normally took days can be done in just minutes Improved Duplicate Reporting Management Having the ability to visualize multiple reporting relationships is critically important when looking at your true organizational structure Abra OrgPlus will automatically detect alternate managers and include them as a list in the box of an employee with multiple managers Also navigate directly to a specific occurrence of an employee that appears multiple times in a chart
19. e to purchase from Sage The new EULA is included with the 7 2 release and is accessible from the help system Documentation The Sage MAS 500 version 7 2 documentation and embedded help system includes a wide variety of new technologies including HTML help and multi media tutorials These new technologies provide the training and searching capabilities that ultimately enable users to feel more empowered in how to best leverage the entire system on a daily basis New HTML Help Center 2007 Sage Software Inc All rights reserved 10 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 The new HTML Help Center is a one stop resource of information for the Sage MAS 500 software E Help Center Do e E Hide Back Sage Software Contents Index Search Sage MAS 500 Help Center o Navigating Through the Software m Using the Sage MAS 500 Desktop F o Printing Reports and Lists H References o Using the Help System a o Module Help Module PDFs F Technical Support FAQs amp Troubleshooting Access a comprehensive set of questions answers and troubleshooting solutions Using the Help System Learn about the features of this Help system Additional Resources View additional sources of help Searching Across Help Systems The new HTML Help Center is more streamlined and presents one main window from which to search across all topics in all modules Additionally the index and table of con
20. el information for a window with one click of a button FAQs and Troubleshooting Topic All Help topics contain links to the Help Center home page and the FAQs amp Troubleshooting page 2007 Sage Software Inc All rights reserved 13 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Overview Help Topic The new and improved overview Help window offers key navigation links that are easily accessible near the top of the Help topic You can use these navigation links to access procedure concept and field level information that pertains to that window E Help Center E S El Show Back Print Sage Software Maintain Other Addresses Home FAQs amp Troubleshooting Window Details How Do gt Navigation gt Change Customer Information ferme po aane i gt Overview gt Delete a Customer Address A eee at om x software gt Fields gt Set Up StarShip Integration Access related topics that pertain to the window This can include other overview topics concepts or FAQs Navigation Select Accounts Receivable Maintenance menu gt Maintain Customers In the All overview topics provide navigation Maintain Customers window on the Main tab click Other Addresses information about how to access the window This is powerful new Overview information that can aide you in Use Maintain Other Addresses to create bill to and ship to addresses for customers accessing windows in the software with
21. ge MAS 500 has consistently been lauded as a leader in providing a robust integration with desktop productivity tools including Microsoft Office Sage MAS 500 Office is one of many entry points provided within Sage MAS 500 that allows users to publish entity and transaction information directly with Microsoft Word and Excel In addition a strong attachment capability provided a method for assigning customer and supplier correspondence internal instructions and other various documents associated with the given task Sage MAS 500 version 7 2 includes a significant update within Sage MAS 500 office by providing a richer user experience when developing Office templates as well as re aligning the document attachment capability within a much improved memo management facility New and existing users will benefit immediately from the ease of use features Moreover a dedicated tutorial included with the 7 2 release will highlight the key capabilities included with memo management and creating office templates Memo Management Enhancements The Memo management option currently available in a small subset of tasks such as customer and vendor maintenance has been added to all tasks that previously contained the Sage MAS 500 Office toolbar option Each memo created will be automatically assigned to the given task such as the voucher customer or invoice A new attachment feature within the memo manager window will allow users to attach documents within a predef
22. ined network share or local drive The memo manager icon on the toolbar will automatically change in appearance if a memo has been assigned making it easier for the user to identify 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Ya Ox 2010 RRB Sales Order 0000000273 Priority D To All Date 12 18 2007 From Admin Expires X Attachment C temp OrderR equirements doc ml a S Use the attached document for requirements pertaining to this order MODO Y admin s04 12 18 2007 2 D Business insights Explorer has been enhanced to include a new Active Memos Preview for the most common memos a user may need inquiry access to including Vouchers Invoices Work Orders Projects Purchase Orders and Sales Orders Office Templates The Sage MAS 500 Office template creation and merge functionality has been completely redesigned to leverage the powerful embedded features within Microsoft Office while making it easier for the user to understand the information contained with the Sage MAS 500 task Users will now drive the creation of the template from within Word instead of outside the application by leveraging the built in Word mail merge wizard Additionally Sage MAS 500 Office has been implemented as a generic feature and will be available in all data entry tasks When developing a new Word template Sage MAS 500 office will provide the relevant information
23. ion 7 05 provided a simplified and high performing view of the information while leveraging the backend infrastructure and personalization capabilities of BIE A set of new previews will be introduced in the 7 2 release including e New Where Serial Number Used previews including Inventory Transactions Shipment Lines Customer Return Lines Stock Receipt Lines Vendor Return Lines and Work Order Transactions These new previews will allow customers to immediately identify where a given item serial number has been used within their business operations Explore Serial Numbers 5e Edit view Preview St Analyze Manage Insights Tools Window tb O Inventory Transactions Shipment Lines gt Graphic Station Graphic Workstation PC Customer Return Lines O Stock Receipt Lines a il O Vendor Return Lines Shipment Lines O Work Order Transactions Whse Item PH 0000 3 8 Rialto Graphic Station Graphic Works Analyze A Manage e New Active Memos previews for Vouchers Invoices Work Orders Projects Purchase Orders and Sales Orders These previews will be accessible from the aligned transaction BIE view New Common End User License Agreement A new common End User License Agreement EULA has been structured for all Sage North American products including all ERP CRM HRMS and Fixed Assets solutions This common EULA provides customers with consistent licensing guidance based on complete solution they choos
24. irectly from the browser Based on their security profile defined within MAS 500 users will benefit from the powertul sorting filtering grouping and drill down capabilities provided through the embedded grid without requiring a Sage MAS 500 client installation This additional capability allows customers to grant Sage MAS 500 data access to other information workers within an organization at a fraction of the cost by purchasing additional Business Insights User licenses eJ DS le http shasta Dashboard1023 BIE BusinessExplorer aspx TaskID 100100038 SettingKey 1998 vt Xx Pir m 7 iag w amp 88 gt P Pandora Radi Listen to Fre sage MAS 500 Business x Aa Do rae G Tools Er E SAGE MAS 500 Systems of America BEST isk software E Dashboard Refresh 4 Clear Filter M8 Export to Excel E Drill Into El customers Field Condition Value Standard Salesperson Is equal to Alfred Alfred s hot customers Avg Invc Amt Is greater than 30 000 00 Salespersons Is equal to vil EPE Cust Class Cust Class Name ales Orders bies Customers Alfred s hot customers Le Eat Terko lorth West Territory Customer Payments Drag a column header here to group by that column SE South East Territory RMAs Salesperson Y Customer Y Credit Limit Balance Highest Bal SW South West Territor Customer Returns Alfred Tabasco Fountain Valley Florists 0 00 12 753 38
25. mployee Transfers Promotions 2007 Sage Software Inc All rights reserved 17 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Now with Abra eRecruiter when an existing employee accepts a transfer offer or is promoted the Abra HR system will recognize that an existing employee is either being transferred or promoted That employee data will be made available in Sage Abra HR for a transfer or a promotion Abra Benefits Enrollment Abra Benefits Enrollment provides online benefit administration open enrollment and life events management for Abra HR users Empower employees with detailed 24 7 benefit administration access to benefit plans over the Internet or an intranet Step by step wizards guide administrators through the benefit plan set up process and walk employees through open enrollment Year round life events management allows employees to update information such as marital status and dependents Export in csv Format Administrators can now export Open Enrollment data from AWC BE in csv format for easy conversion to Excel format Abra HR EEO 1 Reporting Changes Abra HR has been updated to collect and report on job categories and employee ethnicity as needed to support the 2007 EEOC category changes Abra HR provides the code table and report changes necessary to support the new EEO 1 categories on which employers must report effective September 30 2007 Category changes include the following e Addition of anew ca
26. n Increment Value Description Permanent Table tarCustomer Permanent Column amp BANo The number used to identify this customer s primary bank account Sepl3pkquserl SOA 9 17 2007 7 y Available Transaction Imports The following table highlights some of the key entities and transactions available with the 7 2 release of Data Import Manager A complete list will be included with the online documentation supplied with the product Accounts Journals Transactions Customers Sales Territories Sales Teams Vendors Insert Insert Insert Insert and Update Insert Insert Insert Vendor Items Inset and Update 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Module Entity or Transaction Capability Vouchers Insert Pricing including price sheets Insert groups matrix and customer Open Orders Insert and Add Line History Orders Insert Open Orders Insert History Orders Insert Work Centers Insert Routings Insert Employees Insert Licensing Data Import Manager will be licensed as a new module and priced at 2 500 Pricing is subject to change prior to the release Starship Freight v9 9 Use StarShip Freight to integrate efficient packing and an automated process into your fulfillment of larger shipments For less than truckload LTL and truckload TL shipments StarShip Freight provides your customers with item level detail prin
27. nhanced Chart Printing Abra OrgPlus chart printing is better than ever You now have more control over how master page elements are scaled when printing charts Make logos and titles the perfect size no matter how much your chart is scaled up or down to fit on a page Tree Panel Reorganization Using the new tree panel controls in Abra OrgPlus is the fastest and easiest way to change your organizational structure or edit chart data Quickly add delete and edit records without navigating a cumbersome organization chart Promote and demote records with ease The combination of a holistic view of your organization and simple drag and drop controls in the tree view make OrgPlus ideal for cross departmental reorganization or any sort of mass change including mergers or acquisitions Template and Sample Chart Business Package In addition to many great looking sample charts and templates included in previous versions Abra OrgPlus is now loaded with ready to use charts including key business and HR metrics Use any one of the many useful management reports included in OrgPlus to turn your HR data into workforce intelligence Sample charts include financial summary headcount report by department succession plan gender ratio span of control and many more More Powerful Profile Views 2007 Sage Software Inc All rights reserved 19 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Abra OrgPlus profile views support field editing an
28. o one convenient and powerful web dashboard solution Business Insights Dashboard provides an unsurpassed level of knowledge management that consolidates critical personal corporate and external information and enables single click access to analytical and collaborative tools Using NET technology this customizable solution to information overload puts up to date sales statistics key Sage MAS 500 data industry news and competitive intelligence at your fingertips Sage Systems of America 4 BEST rsisk SOA x software Dashboard Explorer amp Financials select a dashboard H Add Content Es Set as Default E Reset amp Shared View fa Shared Dashboards Operations Cash Flow Ana cash Flow Anai Executive Dashboard Company SOA LA Warehouse Cash Flow Projection Seattle Warehouse equirements Cash Flow Projections Through Cash Flow 07 Jul 2008 14 Jul 2008 21 Jul 2008 28 Jul 2008 Beginning Balance 395 545 947 419 260 947 419 304 667 419 434 993 Cash Expectations 24 441 822 46 756 131 027 289 826 Cash Requirements 726 821 3 035 700 0 Ending Balance 419 260 947 419 304 667 419 434 993 419 724 818 Data as of Wednesday June 30 2004 12 00 00 AM Balance Sheet Fiscal Period 2008 6 Edit EE Fiscal Period 2008 6 Edit Company SOA v Company SOA v Assets Liabilities Analysis Assets 35 000 000 E income BBRevenue coh ina dl bs 25 000 000 Basr Net AR 5 247 840 jaxRev Other
29. ommonly used keywords making it easier than ever to locate information Shared Search You can perform full text searches across all the module Help systems from any Help window 2007 Sage Software Inc All rights reserved 12 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Printing Topics Although you can print individual Help topics within the Help system you can also easily print a book of related Help topics On the Help Center table of contents area select the book of topics you want to print and click Print in the toolbar You can also right click a book and select Print The Print Topics dialog box appears giving you the option to Print the selected topic in the display area or print the selected topic and all subtopics E Help Center LB Ka amp Hide B ack Print Sage Software Contents Index Search Convert Accounts Payable Checks for Cash gt Welcome o Navigating Through the Software Using the Sage MAS 500 Desktop El o Printing Reports and Lists gt Management Home FAQs amp Troubleshooting E References Using the Help System Show Hide All El a Module Help E Advanced Consolidation Select a book of El Overview E Accounts Payable topics and click Print Accounts Receivable to print all the To convert Accounts Payable checks for Cash Business Insights subtopics Management E Cash Management sl E Y Getting Starteg4vith Accounts P
30. orts iia aid Ane atid 21 Platform Support OVerview csccccccscesseeseececeeeseaeseeececseeacaeseeaesesecesseaeaeaasesesseseeaeaesaeaasesesesaeesesssaeeataneeseeesaeeass 22 Minimum System Requirements ceccccscecssseesseesceceseseeeeeceesecesscseeaesesecesasseeaesesecesasaeeaeseeaeaneecesaeaeeesesaseeeanatees 22 Retire Men coronaria recta leia 22 eEXCCUIVO ar a ica 22 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 Overview Sage MAS 500 s rich heritage as a technology leader has been a key foundation of the solution for more than one decade As the first Mid Market solution to develop an ERP application from the ground up based on SQL Server and Visual Basic Technology Sage MAS 500 has evolved by taking advantage of newer technologies that provide the value and flexibility that Sage MAS 500 users have come to rely on From innovative ecommerce solutions to the latest NET based Business Insights Explorer module Sage MAS 500 continues to pursue technology solutions that increase user productivity and lower overall costs The Sage MAS 500 7 2 release strengthens that technology leadership position by providing two new NET solutions full support for Microsoft Vista UAC and a re architected Sage MAS 500 Office while continuing to extend and improve the overall user experience A key highlight to the 7 2 release includes a new NET and web based dashboard solution Business Insights Dashboard As a benefit to all
31. ote Time and Expense entry and project management provides an integrated MAS 500 solution for professional service organizations that need to track and bill projects based on a fixed or time and material basis A new 9 7 version of Sage Timesheet is currently in beta and is tracking towards a March release timeframe Additional details will be made available at a later date Third Party Considerations Crystal Reports v10 0 Crystal Reports provides access to your data and allows you to format it and deliver it as information inside and outside your organization There will be no changes to Crystal Reports with this release Microsoft FRx v6 7 SP 10 FRx is a financial reporting application that gives midsize organizations and corporate businesses control of their entire financial reporting process across one or more legal entities FRx version 6 7 service pack 10 will be included with the 7 2 release StarShip Parcel v9 9 StarShip Parcel integrates tightly with Sage MAS 500 and makes the entire shipment management process more fluid Plus when combined with the pick pack and ship feature built into the Sales Order module StarShip Parcel helps your company become a more competitive distributor and even offers features that can potentially reduce your shipping and shipping related expenses Please refer to Starship Freight section above for additional details Technology Features Data Migration Data Migrator version 7 2 will continue
32. ra Payroll Abra Attendance Abra Link Abra MAS 90 Link and Abra OrgPlus System level changes include e The ability to create and accept complex passwords up to 10 characters in length which support uppercase and lowercase characters alpha numeric and some special characters e Updated Upsizing Wizard Supports the ability to move data from Abra v7 5 e Microsoft Windows Vista compatibility Sage Abra Suite 7 6 is compatible with Microsoft Windows Vista Earlier versions of Sage Abra are not anticipated to be compatible with Vista and are not supported as such 2007 Sage Software Inc All rights reserved 16 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 e Two user license of Crystal Reports v10 Additional licenses may be purchased for 155 for 1 seat and 765 for 5 seats plus associated support fees Abra eRecruiter v7 6 Resume Keyword Search In addition to structured searches Abra eRecruiter now provides unstructured resume keyword search capabilities Search resumes by groups of key words and view the occurrence of the key words within resumes Identify a specific word or grouping of words found in the resume field and perform a search eRecruiter also provides a listing of the key words or groups found for each applicant SSN SIN Masking Abra eRecruiter now masks Social Security Numbers and Social Insurance Numbers from the view of those not set up as Recruiters Archived Profile Access With Abra eRecr
33. s Dashboard at no additional charge 2007 Sage Software Inc All rights reserved 22 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 software Your business in mind SAGE MAS 500 56 Technology Drive Irvine CA 92618 2301 800 854 3415 http www sagemas com The information contained in this document represents the current view of Sage Software Inc on the issues discussed as of the date this document was prepared Sage Software cannot guarantee the accuracy of any information presented after the date of publication The capabilities system requirements and or compatibility with third party products described herein are subject to change without notice Contact Sage Software for the most current information Always consult a network specialist to discuss the security risks involved before implementing any Internet solution Sage Software is not responsible for the content or maintenance of third party Web sites referred to herein This document is for informational purposes only and may not be distributed to third parties SAGE SOFTWARE MAKES NO WARRANTIES EXPRESSED OR IMPLIED IN THIS DOCUMENT 2007 Sage Software Inc All rights reserved Reproduction in whole or in part without permission is prohibited Sage Software and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc and or its affiliated entities All other trademarks are the property of
34. t or List gt Print a Deferred Report or List Navigation Select Accounts Receivable Insights menu gt Reports gt AR Analysis Overview Use Accounts Receivable Analysis to provide an in depth management report consisting of an aging recap and a statistical summary of receivables activity for a range of consecutive periods you define This statistical summary indicates whether Accounts Receivable activity is increasing or decreasing in comparison to prior periods and what proportion of the receivable is not current This report includes total receivable amounts the percentage of change over the period s the total number of invoices a breakdown of overdue invoice amounts by aging category the aging amounts over the previous period s figures the average invoice amount and reflects information based on the last period end You can define aging categories in Set Up AR Options Note You must age customer accounts before running this report Note In Process Period End you can select to print the report automatically as part of period end processing In the AR Analysis Report task you must set up report settings to specifically include period end information and save those settings as The table of contents contains links to reference guides and overview PDFs Module PDFs provide overview information for the main windows in the software Shared Index The unified Help Center also allows you to look for topics across all modules based on c
35. tegory titled Two or more races not Hispanic or Latino e Separate categories for Asians not Hispanic or Latino and Native Hawaiian or Other Pacific Islander Not Hispanic or Latino e Rename the category Black as Black or African American e Rename the category Hispanic as Hispanic or Latino e Divide the job category of Officials and Managers into two subcategories of Executive Senior Level officials and Managers and First Mid Level Officials and Managers Abra Payroll Updates In compliance with California Labor code 226 Abra Payroll now has the ability to display the pay rate on paychecks or advices with the rate of pay times the pay factor e g 1 5 2 etc Now you can manage gross wages by state for multiple states Calculate gross earnings by state for instances in which employees work in multiple states in a given year Additionally Abra Payroll now supports the ability to void a check on a user defined date during an open quarter Abra Attendance Track FMLA Absences on 12 month Rolling Basis Abra Attendance now has the ability to track FMLA absences on a 12 month rolling basis Abra Attendance supports the ability to track the number of workweeks of unpaid leave under the FMLA during any 12 month period of time Abra Attendance calculates FMLA leave using a 12 month 2007 Sage Software Inc All rights reserved 18 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE S
36. tents are shared across all modules Shared Table of Contents The table of contents Contents tab in the new unified Help Center allows you to access books of topics for any module general information about using the Sage MAS 500 Desktop reference guides available in PDF overview module PDFs and technical support 2007 Sage Software Inc All rights reserved 11 SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 E Help Center Fen Becky FET Contents Index Search a Welcome Navigating Through the Software Using the Sage MAS 500 Desktop o Printing Reports and Lists References gt Using the Help System 3 9 Module Help You can access books gt bf ag oftopics for any Accounts Receivable monni from any Help Business Insights window Cash Management o Common Information o Customizer Data Import Manager o General Ledger a e Inventory Management a o Labelpert Manufacturing MAS 500 Office LS Multicurrency Management o LS Project Accounting e Product Configurator Purchase Order Sales Order o LS System Manager w 2 Warehouse Automation 2 Module PDFs a LS Technical Support _Sage Software Accounts Receivable Analysis Home FAQs amp Troubleshootinc Window Details gt Navigation gt Overview gt Fields How Dol gt Print a Report or List gt Preview a Report or List gt Defer a Repor
37. their respective owners 2007 Sage Software Inc All rights reserved 23
38. ts the Bill of Lading BOL and recommends an auto pack based on previous shipments with carriers such as Roadway and Yellow Freight Reduce shipping costs by shopping for the best rates using Freightquote com carriers customer negotiated rates or a mixture of both Quickly view the transit time and freight charges before selection and get tracking information on shipment location and status Use the StarShip Freight Shipping Assistant to simplify pick and pack functionality and improve efficiency As shipments are processed the Shipping Assistant remembers packaging scenarios and provides those as auto packing options in the future A sophisticated two tiered approach to packaging captures the item detail for each box plus the box details for each pallet 2007 Sage Software Inc All rights reserved SAGE MAS 500 VERSION 7 2 PRE RELEASE GUIDE SAGE MAS 500 StarShip Freight Edit Shipment DER Shipment Update Setup Maintain Support Help E Parcel 57 Freight ayes Shipment Options Line Item Order Packaging Sender Recipient Quotes MAS 90 200 Tracking Detail MS A Rate Quotes 10000280 NFS Cartier SCAC Service Delivery days Document E A Duie Pyle PYLE 3 MAS 90 200 Sales Orders Central Transport International CENT Comp any Old Dominion Freight Line ODFL ABC Distribution and Service Corp UPS Freight OVNT FedEx Freight GGGG New Penn Motor Express NPEG Roadway Express ROWY Roadway Express Guarantee
39. uiter applicants who are been previously archived can now log into the system using their email address and the system will proactively re activate their profile If an applicant logs on to the system with an existing e mail address after their applicant record has been archived the applicant profile and applications will be activated automatically The Applicant History will be updated to show that the Applicant was activated by the system Improved Workflow Abra eRecruiter now supports improved workflow between hiring managers and recruiters Hiring managers can now receive multiple applications and resumes from recruiters and search for applicants by requisition They can also send applicant selections and rejections to the recruiter through the Abra eRecruiter message center Email Template Communications With Abra eRecruiter utilize email templates to generate emails to multiple applicants In the past communications to one or more applicants was limited to the generation of letters eRecruiter has now been expanded to include email Create email templates and send system generated emails for the purpose of e An acknowledgement letter to the applicant e Invitations to candidates for interviews at specific times and locations e An offer letter to selected candidate e Rejection letters to selected applicants e A history of all emails sent will be saved with the date time and recruiter name and updated to the applicant s record E
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