In this session, we will cover how to create and maintain templates of invoices for recurring payable items such as rent, utilities or installment payments. You can also create multiple repetitive invoices for each vendor.
Terms Code Maintenance is used to establish a file of common payment terms offered by your vendors. After creating the terms codes, you can assign a default code to your vendors in vendor maintenance.
Learn how to use accounts payable bank code maintenance to define up to 36 different bank accounts using numerical or alpha characters for selection in payment processing tasks.
Divisions can stand for branches or profit centers within a company. They are used for classifying groups of vendors and payable transactions for reporting and sorting purposes.
If you have Accounts Payable set up to calculate sales tax and transaction entry, learn how you can use this task to assign the appropriate general ledger posting accounts for each tax code within a tax schedule.
Divisions are used to represent branches, profit centers, departments or geographic locations. They're used to group sales, cost of goods sold, customers and accounts receivables transactions for general ledger postings and reporting.
Bank Code Maintenance allows you to define up to 36 bank codes. Bank codes are defined just once for all modules within one company. You can create and maintain Bank Codes in accounts receivables, accounts payables, bank reconciliation, and payroll.
Terms Code Maintenance is used to define payment terms offered to your customers. After creating the Terms Codes, you can assign a default terms code to each customer in Customer Maintenance
The Repetitive Invoice Selection task is used to select repetitive invoice templates from the template file and transfer that information over to the actual data file.
The Accounts Receivables Options has seven different tabs: main, additional, credit, entry, printing, history and national. This session will explore each tab.
Learn how to calculate finance charges. Finance Charges are calculated based on the settings defined in Accounts Receivable Options and Customer Maintenance.
The Business Insights Dashboard or BID is a component of the Library Master module, which allows you to create and maintain HTML based web pages as graphical representations of your Sage 100 data.
In this session we will demonstrate how to create and generate custom Crystal Reports using a report wizard and then add the reports to the custom reports menus for other users to access.
Use Business Insights Explorer to navigate through data and preview and drill into related data for a selected row to follow a transaction from beginning to end.
Sub Account Maintenance is used to define valid values for sub-account segments created in Account Structure Maintenance. These values are used when defining actual posting accounts in Account Maintenance.
The account structure is used to identify the account number structure as well as define the account segments that will be used in the chart of accounts.
The proper setup of the General Ledger is a key component in the setup of an ERP system. Understanding of the settings in General Ledger Options is paramount to having your system run efficiently for your business.
Main Account Maintenance is in the Setup Section of the General Ledger Module. The main account represents the natural account and is the first segment in each of your accounts.
The Automatic Budget Copy is located on the General Ledger, Budget menu and is best used for copying or revising the budget for one or more accounts in the general ledger.
The General Ledger Analysis Report is located on the General Ledger, Reports menu. The report produces financial ratios and can be used as a tool to determine the financial health of a business.
The Account Group Maintenance is used to assign main accounts to an account group, a financial category, a financial account type, and cash flow types.
General Ledger Budget Revision Entry is accessed in the General Ledger, Budget menu and is used to enter or modify budget information without immediately affecting the existing budget.
Generate Accounts is a utility used to create multiple accounts for the General Ledger chart of accounts based on various combinations of main and sub-account values.
Learn how to use transaction journal entry when you need to enter large numbers of similar type transactions such as bank deposits, or check disbursements.
Rollup types are user-defined fields that allow you to group accounts for reporting purposes without affecting the structure of the general ledger account itself.
Use Period End Processing to automatically perform period-end or year-end processing based on the period entered at the Current Period field in the Inventory Management Options window.
When you access the Inventory Management module for a new company for the first time, the Inventory Management Setup Wizard appears. Learn how to use the Wizard to define how you want to utilize Inventory Management.
When you access the Inventory Management module for a new company for the first time, the Inventory Management Setup Wizard appears. Learn how to use the Wizard to define how you want to utilize Inventory Management.
If you use the LIFO or FIFO valuation method for any of your inventory items, it is possible to overdistribute a cost tier so that the quantity on hand becomes a negative number
This session will review the Pricing, Price Lookup, Sales Promotion, Lot/Serial, and Lot/Serial Orders options from the More button in Item Maintenance and is a continuation of Item Maintenance parts 1, 2, 3 and 4.
This session will review the Additional tab in Item Maintenance and is a continuation of Item Maintenance Part 1. Item Maintenance is located on the Inventory Management Main menu.
This session will review the Copy From, Renumber, Vendors, Alias, Alternate, and Reorder options in Item Maintenance and is a continuation of Item Maintenance Parts 1, 2 and 3.
Buyer Planner Code Maintenance is used to assign a code to the employee or employees in charge of buying inventory and/or planning work orders. Learn how you can assign a buyer and/or planner code to each inventory item.
This session will review the Quantity, History, Transactions, Orders, and Cost Detail tabs in Item Maintenance and is a continuation of Item Maintenance Parts 1 and 2.
Welcome to Inventory Management - Sales Promotion Maintenance. These tasks are used to enter and maintain information specific to the sale or promotion of an individual item or group of items.
Use Transaction Entry to record sales, issues, receipts, transfers, which are the movement of items between warehouse locations, and adjustments of inventory items.
The activities related to physical count can be performed monthly, quarterly, annually, or on any periodic basis that is appropriate for your business. Use the following procedures to process physical counts using either worksheets or count cards.
Use Warehouse Code Maintenance to set up and maintain information for all places where inventory is located. This can include locations such as stores, warehouses, showroom floors, or quarantine or return areas. You can use warehouses to keep track of inventory stored at an outside processing center or in a mobile delivery vehicle.
Use Product Line Maintenance to set up and maintain multiple product lines. A product line consists of any number of items grouped for inventory reporting and general ledger posting that share similar product information.
Sage 100cloud offers several methods to define selling prices for inventory items. This session will review those methods and explain the pricing hierarchy used by Sage 100cloud to determine which selling price to use.
Labor Codes are used to identify the type of work performed by each employee. The codes are used to produce the Labor Distribution Report, which recaps Labor Costs by Labor Code.
Your Purchase Order has been entered and now the goods have physically arrived. The next step is to process a Receipt of Goods Entry to record the receipt. Learn how.
Welcome to Purchase Order options. This is part 2 of a 2-part video series. After completing the Purchase Order Options, there are additional tasks under the Setup menu designed to further customize and configure the Purchase Order Module.
The utility to Remove Completed Purchase Orders will remove all orders that are completed a specified number of days before the accounting date. The specified number of days to retain completed purchase orders is set in the Purchase Order Options. Completed Purchase Orders are purged during Period End Processing based on the same criteria.
This is part 1 of a 2-part video series. Let’s take a closer look at the Purchase Order Options to setup and configure the Purchase Order module in Sage 100.
Miscellaneous item maintenance is used to create a table of item codes that are going to be used to represent line items when either the inventory management module is not activated, or when you want to track products or services that are being sold through the sales order or accounts receivable modules.
The Sales order shipping system provides your organization with a method to allow warehouse personnel to enter shipping information directly into the ERP system.
The Sales order shipping system provides your organization with a method to allow warehouse personnel to enter shipping information directly into the ERP system.
The invoice data entry task can be used to create four types of documents - standard invoices, debit memos, credit memos, and cash sales. In Part 1, we focused on Standard Invoices. In Part 2, we will focus the other three document types.
The Line Item Commission Maintenance task is used to set up commission schedules for your business that are more detailed than what you can find in inventory maintenance or accounts receivable.
Use Shipping Rate Maintenance to establish shipping codes to automatically calculate freight charges in Sales Order Entry and Sales Order Invoice Data Entry. A freight charge table is created for each shipping code, with shipping rates determined by ship weight, quantity or amount, and optionally, by ship zone.
Sales order options are used to define the parameters with which the sales order module will function. When the module is initially set up, you are led through a setup wizard. Learn how the wizard allows you to make certain default selections that can be overwritten when the sales order options tab is accessed.
This tutorial will review the Standard type sales order and we will focus on the Header and Address tabs. Use Sales Order Entry to enter a standard sales order, master order, repeating order, back order, or itemized price quote.
