M9-AR-1007 AR Ship-To Address

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Contents

Synopsis

This Extended Solution adds Ship-To Addresses to A/R Invoices and Repetitive Invoices. The Ship-To Addresses may be maintained from Customer Maintenance, as if the Sales Order module were installed. Each Ship-To Address is assigned a ‘Ship-To Code.’

If the Sales Order module is installed, then the SO_ShipToCode_001$ field needs to be used rather than the AR_ShipToCode_001$ for Visual Integrator Imports.


Installation

Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your Sage 100 (MAS 90 MAS 200) installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage 100 (MAS 90 MAS 200) platform.

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the Sage 100 (MAS 90 MAS 200) Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Extended Solutions Setup options

Custom Office

If you customize your Sage 100 (MAS 90 MAS 200), then you must run the Update Utility every time you install this Extended Solution.

Setup

Upon completion of software installation, you will need to access Extended Solutions Setup from the Accounts Receivable Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the ‘Enable Extended Solution’ box to activate this Extended Solution.

AR-1007 Setup Options
Figure 1


Answer the following prompts:

USE SALES TAX CODE FROM SHIP TO ADDRESS FILE: Check this box to use the Sales Tax Code from the Ship-To Address file. If you leave this box blank, then the value from the Customer Masterfile will be used.
USE SALESPERSON CODE FROM SHIP TO ADDRESS FILE: Check this box to use the Salesperson Code from the Ship-To Address file. If you leave this box blank, then the value from the Customer Masterfile will be used.

You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution.

Operation

Customer Maintenance

A ‘Ship To…’ option has been added the drop list button of Customer Maintenance (Figure 2). When selected, it will take you to Ship-To Address Maintenance (Figure 3). You will be prompted for the Ship To Code and may then may enter or maintain the Ship-To Addresses for this customer. A listing is available to print by clicking the printer button.

AR-1007 Customer Maintenance


AR-1007 Customer Ship-To Address Maintenance


Invoice Data Entry

Click on the ‘Ship To…’ button in Invoice Data Entry (Figure 4) to display the Ship-To Address screen (Figure 5). The Ship-To Address will default to the Customer’s billing name and address. From here you may perform one of the following options:

  • Leave the Ship To Address as is
  • Overwrite with a new address which will not be saved
  • Select a Ship To Code from an on file list
  • Setup a new Ship To Address on the fly
  • Click on the search button to select another Customer number’s address

When using an on file Ship To Code and either the ‘Use Sales Tax Code from Ship-To’ and/or ‘Use Salesperson From Ship-To’ option have been selected in Setup, then the fields on the Invoice will be over written with the values from the Ship To Code.

AR-1007 AR Invoice Data Entry


AR-1007 Ship-To Address Entry


Repetitive Invoice Entry

Repetitive Invoice Entry works identically to Invoice Data Entry (Figures 6 and 7). The Ship-To Address and the code you enter here are saved with the repetitive invoice. When you perform a repetitive invoice selection, the new invoice is created with this Ship-To Address.

AR-1007 AR Repetitive Invoice Entry


AR-1007 Ship-To Address Entry


A/R Invoice History

The Ship-To Address fields will be written to A/R Invoice History File as part of Sales Journal update. You can view the Ship-To Address associated with the document in A/R Invoice History Inquiry by clicking the Ship To button (Figure 8 and 9). Ship-To Addresses may be printed on A/R type invoices printed from the A/R Invoice History Printing option if you include the Ship-To fields in your form setup.

AR-1007 Invoice History Inquiry


AR-1007 Ship-To Address


Forms

The following fields have been added to these Crystal form printing work files:

AR-1007 Forms

Crystal Reports and the ODBC Dictionary

The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution.

AR-1007 ODBC Dictionary

Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed.

Reports

Listed below are the report names for any maintenance program which ships with this Extended Solution and its corresponding work file.

AR-1007 Reports.JPG

What’s New

With the 03-02-05 release

  • Converted to business framework
  • Moved the ‘Ship To’ button to the upper right corner of the Customer Maintenance screen.
  • No longer modifies the A/R Invoice History Report.


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 by Blytheco, LLC to the standard operation of Sage Software, Inc. 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

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

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