Blogs from Organization Services in Holmdel, NJ

MAS 90 and MAS 200 important tips and hints

Beth Bowers has posted a great set of tips for MAS 90 and MAS 200.l  I've reviewed this and can say they are some of the most popular questions we get. Topics included but are not limited to:  printing daily transaction register updates if you didn't say 'yes' when asked the first time Dealing with fractional units of measure and the use of EACH Managing access rights of employees within date ranges Attaching any type of document via memos.  This includes attachments to forms such as an invoice or purchase order How to save personalized report settings Dealing with the infamous problem in AR where invoices appear to already be paid in full when they aren't Dealing with "Check Printing is already in progress" messages Copying masterfile information from one company to another Dealing with "Error 65" And more.  See the full post here ...read more

By Clients First Business Solutions July 13, 2009

MAS 90 or MAS 200 users- Big Maintenance Savings

Thanks to Wayne Schulz If your company started using Sage MAS 90 or MAS 200 prior to October 1, 2003 then read on - because there’s a promotion from Sage that you should take advantage of. Sage is presently offering a bundle of software that they’ve termed the Sage Extended Enterprise Suite for MAS 90 and MAS 200. This bundle is comprised of Sage MAS 90 or 200, SageCRM and SageFAS. Each of the products launches from a common menu and integrates with MAS. Sage Extended Enterprise Promotion for Grandfathered Users The following promotion is good ONLY for users of Sage MAS 90 or 200 who bought prior to October 1, 2003 and who are current on maintenance. It does NOT apply to any other users. Here’s the offer: Through the end of Q3 (June 30th, 2009), you can migrate existing MAS 90 or 200 “Grandfathered” customers to Sage MAS 90 or 200 Extended Enterprise Suite, and offera flat, per-user annual EES maintenance fee of only $150 per existing user!In most cases, we have been finding that customers can migrate to EES and enjoy lower annual maintenance than they are currently paying! During tough economic times, this may be critical to customers who are struggling! Please make sure to highlight the following benefits when speaking with your clients: 1. Reduce your current annual maintenance and enjoy additional modules and features! 2. Manage your business more effectively with a complete 360 degree view of your business! 3. Streamline costs and enhance customer relationships with full CRM functionality! This promotion wouldapply to Sage MAS 90 and 200 customers who purchased their system prior to October 1, 2003, and are currently on a “Grandfathered” status.Please note: the $150 per user fee applies to existing users only. Standard EES maintenance rates will apply to new add-on users. The promotion does not include maintenance on modules and extended solutions outside the EES product suite. There is also a $500 per user license upgrade fee that is charged for anyone upgrading. If you’re company qualifies, please talk to your Sage Business Partner and see whether it would be beneficial to upgrade your software to the new Extended Enterprise Suite. Depending upon what version of MAS 90 or MAS 200 your using there may not even be any data conversion required. Update byMark Chinsky ...read more

By Clients First Business Solutions April 21, 2009

SAP Business One: New Jersey, NJ Open Balances by Customer

ByMark Chinsky• February 11th, 2009FromClients First Business Solutionsand90minds Use this query to show you a list of open balances by customer group. If you would like to see open balances by vendor, then change theWhereclause tocs.cardtype = ‘S’. /* Shows the open balances by Customer Group */SELECT gp.GroupCode, gp.GroupName, Sum(cs.Balance) ‘Open Balance’ FROM OCRD csINNER JOIN OCRG gp ON gp.GroupCode = cs.GroupCode WHERE cs.CardType = ‘C’ GROUP BY gp.GroupCode, gp.GroupNameORDER BY GroupNameFOR BROWSE Thanks to Ed Monk ofSBONotes.com ...read more

By Clients First Business Solutions March 02, 2009

Excellent MAS90 & MAS200 Custom Office Free Video Training

ByMark Chinsky• February 12th, 2009 Below is an overview and links to 8 pre-recorded video training sessions for power users on how to do advanced functions with the MAS90 and 200 Customizer and Custom Office Customizer_Part1.wmv (42:33) This session covers how to add user defined tables (UDT) as well as user defined fields (UDF) that validate against those tables to capture some survey information (demographics, source of customer, etc.) and how that information can be used in conjunction with Business Insights Explorer (BIE) to do some charting and sales analysis.  This also covers how to overcome real estate issues on forms when adding UDFs as well as how to set Tab orders to streamline data entry. Playback Link:Part 1 Customizer_Part2.wmv (37:23) This session covers adding a UDT to maintain information related to projects.  In addition it covers how to add a Project Code UDF to both AP Invoice Data Entry Detail as well as AR Invoice Data Entry Detail that validate against the Project UDT and have that information flow through to the General Ledger Detail table.  We then used BIE to do some profitability analysis by Project. Playback Link:Part 2 Customizer_Part3.wmv (27:57) This session covers the Advanced Field Settings in customizer, showing how to set default values and change attributes of standard MAS90 fields, including showing how to validate a standard MAS90 field against a UDT.  This session also contains a demonstration of how to set up a Sales Order routing system, using UDFs and BIE to set up multiple “in-boxes” by routing status (“PENDING”, “APPROVED”, “CREDIT”, etc.) Playback Link:Part 3 Customizer_Part4.wmv (13:09) This session demonstrates a Mash-Up, using UDFs and UDTs along with VB Scripting and the Business Object Interface to map out delivery driving instructions for Invoices, using Google Maps complete with a Starbucks stop. Playback Link: Part 4 Customizer_Part5.wmv (30:53) This session adds a Territory UDF to both Customer and Ship-to Address tables which will then flow from Sales Order Entry to Invoice Entry to Invoice History to RMA.  We then show how to use BIE to do Sales Analysis by Territory. Playback Link: Part 5 Customizer_Part6.wmv (36:54) This session covers Linked Dialogs and VB scripts and was the main focus of the Deep Dive in Customer session at Insights.  We create a VB Script to calculate an order discount percentage and whether or not an order is eligible for free freight, based on information stored in a Promotions UDT.  Another script is covered that uses the Business Object interface to apply a new promotion to the customer table. Playback Link: Part 6 Customizer_Part7.wmv (12:21) This session touches on more examples using the business object interface and VB Scripts to enable customers to view a .PDF and bring up an e-mail with the .PDF as an attachment.  Another script is created using the business object interface that creates an RMA directly from AR Invoice History Inquiry. Playback Link:Part 7 Customizer_Part8.wmv (11:54) This session covers the Customizer Export Utility that creates the Insights.M4X file included with this download.  It explains how to export all of the customizer modifications made in the previous 7 session and package them up to allow installation on a 4.30 system. Playback Link:Part 8 via:Mark Chinsky, New Jersey CT ,Sage MAS 90 and 200, Job Ops, andSAP Business One consultantfromClients First Business Solutions ...read more

By Clients First Business Solutions February 12, 2009

Clients First Business Solutions Snapshot

Founded in 2000, Clients First Business Solutions is an award-winning software provider. When choosing a business software partner, you can’t make a better decision. We provide accounting software, CRM (customer-relationship management) software, and fully integrated ERP solutions and related services to companies both small and large throughout the eastern United States.  States include New Jersey, New York, Pennsylvania, and Connecticut (NY, NJ, PA, CT)Our key services include: Sage MAS 90 ERP Sage MAS 90 offers a broad range of feature-rich solutions. Sage MAS is modular so you can integrate correct complement of applications that your business requires. The resulting enterprise resource planning software system is truly more powerful than the individual components. Sage MAS 200 ERP Sage MAS 200 incorporates all the benefits of a thin client/server platform with all the functionality of Sage MASenterprise resource planning ERP software. It distributes efficient processing power, elevated system performance, enhanced data integrity, reliability, remote access support, and scalability. SAP Business One SAP Business One offers you a better way to run your business. It is an integrated, flexible system that can handle all your needs, from financials, to projects, to manufacturing, to purchasing, to customer relationships, and more. It will help you grow your business and improve your bottom line. You know you can't afford to invest a significant amount of time and money in a new system, but you also know you can't afford to not invest in your company. Microsoft Dynamics NAV You have a growing business with unique business challenges. Your competitive advantage is largely because of specialized operations but you haven't been able to find a financial or supply chain management system that will address them. You may also be expanding into new countries with different currencies and language requirements. You need easier access to all business data in order to compete and win in these new markets. ...read more

By Clients First Business Solutions February 12, 2009

Recent Reviews View all

Clients First Business Solutions

5.0

By Marketing and Advertising in NJ | Gnosis Arts Multimedia

Like your logo. Also like your MerchantCircle layout. Keep up the good work! ...read more

Team Sam & Samy - Heritage House Sotheby's Int'l Realty - Ext. 340

5.0

By G

These guys know what they are doing! Great service from contract to close, very professional and delightful to work with. I recomend them if you need to sell or buy any type of REAL ESTATE! The Team are honest and do not waste any time. Thanks to the Team for serving my Real Estate needs. Thanks guys for a great job! ...read more

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