sage mas 90 tips & tricks
DESCRIPTION
Are you searching for ways to boost efficiency within your company? Did you know MAS 90 could do that? View the power point where we discuss how to set up a paperless office environment, use Explorer Views (saving, printing, exporting) and creating custom lookups. We will also discuss using the Sage Knowledge Base within MAS 90.TRANSCRIPT
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Tools to Accelerate Productivity at Your Fingertips
Presenter: Tracey Brinkman
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Introduction
Tracey Brinkman
Senior Consultant
BKD Technologies
Presenter
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Agenda
Paperless Office
Explore Views
Custom Lookup
Business Insights Reporter
Sage Software online
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Paperless Office Setup
Paperless Office Options
Journal and Register Maintenance
Period End Report Maintenance
Report Maintenance
Form Maintenance
Electronic Delivery Message Maintenance
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Paperless Office (continued)
Main
Journal and Register Viewer
Period End Report Viewer
Report Viewer
Customer Viewer
Employee Self Service
Utilities
Purge PDF Documents
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Explore Views
General Ledger, Accounts Receivable, Accounts Payable, Inventory Management, Sales Order, Purchase Order, RMA & BOM all have Explore View.
Preview
Explore
Tasks
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Business Insights Explorer
28 Standard BI Explorer Views in 4.4
11 Standard in 4.2
23 Standard in 4.3
New 4.4 BI Explorer Views
Vendor Purchase History View
Open PO by Vendor Name View
Bill of Materials View*
Component Where Used View in BOM
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Business Insights Reporter
Wizard
Report Name
Report Description
Add Report to Custom Report menu
Select module for Custom Report
Select a Report Format
Select a View
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Business Insight Reporter (Continued) Select Fields to be used as columns, sorts, and filters
Define Sort Orders
Define Groups
Define Filters
Define Report Options
Define Report Chain
Select Roles
Run report or Access Crystal Designer when report Finished
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Custom Lookup
Lookup
Fields
Filter
Set Default
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Sage Software Online - Login
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Sage Software Online - Knowledgebase
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Next Webinar
Sage MAS Intelligence
Day: Tuesday, March 15, 2011
Register By: March 14, 2011
Register at: www.bkdtechnologies.com/events
Monthly Webinar Series - Held Third Tuesday of each month
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BKD Technologies Help Desk
Sage Software - [email protected]
Monday - Friday, 8 a.m. - 5 p.m.
Support Center toll free