M9-AR-1228 Enhanced Paperless Office Customer Viewer

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Contents

Synopsis

This Extended Solution to the Paperless Office Customer Viewer adds a column for a user specified J/C Job Billing UDF.

The Custom Office module must be activated.


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-1228 Setup Options
Figure 1


Answer the following prompt:

J/C JOB COST BILLING UDF: Specify the Job Cost Billing UDF which will display in the viewer.


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

The Job Cost Billing UDF specified in setup will be added to the Paperless Office Customer Viewer as a column to the right of the Acctg Date column (Figure 2).

AR-1228 Customer Viewer


If you have an A/R Invoice History UDF named the same as the specified Job Cost UDF, and it contains data that was converted from v 4.05, the column will display the A/R Invoice History UDF data for all Invoices that existed in v 4.05.

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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