M9-AR-1018 Enhanced AR Aged Invoice Report

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Contents

Synopsis

This Extended Solution to the standard MAS 90 MAS 200 Accounts Receivable module adds the following options to the Accounts Receivable Aged Invoice Report:

  • A Customer Ship-To Code sort option
  • A date range for selecting paid invoices


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-1018 Setup Options
Figure 1


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

Role Maintenance
The following Task has been added to Accounts Receivable, Setup Options:

  • Extended Solutions Setup

Please review your security setup in Role Maintenance and make appropriate changes.

Operation

Customer Ship To Code Sort

The ‘Sort Report By’ drop box on the Main tab of Aged Invoice Report selection will contain a Customer Ship-To Code option (Figure 2).

AR-1018 Accounts Receivable Aged Invoice Report
Figure 2


An Accounts Receivable Aged Invoice report has been provided; it is called AR1018_001AR_AgedInvoiceReport.rpt and can be found in the ‘…\mas90\reports’ directory. You will need to create a new Report Setting for your Aged Invoice Report and then copy and rename AR1018_001AR_AgedInvoiceReport.rpt to AR_AgedInvoiceReport.rpt and copy it over the AR_AgedInvoiceReport.rpt that was created (in the ‘…\mas90\MAS_companycode\Reports\AR_AGEDINVOICEREPORT\ReportSetting’ directory) when you added the new Report Setting.


No Ship-To Code range selection is provided. All Ship-To Codes will be included.


Transaction Date Starting/Ending

If you checked the option to Include Paid Invoices, a range of Transaction Dates will be available (Figure 3). When both are specified, ONLY the paid invoices with any type of activity during that date range will be printed.

If you don’t check the option to Include Paid Invoices, the range of Transaction Dates will have no effect.


AR-1018 Accounts Receivable Aged Invoice Report
Figure 3


What’s New

With the 11-05-07 release

  • Converted to the business framework
  • Removed the following Setup options because they are now obsolete
  • Default value for Print PO Number
  • Title for Salesperson Field
  • Short Title for Salesperson field
  • Replace Discount columns w/Comment
  • Default value for ‘Print Customer Memo’ option
  • Removed all Job Cost integration options because they are now obsolete
  • Removed Sort/Select by Customer P/O because it is now obsolete


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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