M9-AR-1231 Customer Price Schedule Lookup

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Contents

Synopsis

This Extended Solution adds a Price Lookup button to Accounts Receivable Customer Maintenance, Customer Inquiry and Sales Order Entry. This button allows you to display a listing of the Inventory Items for which the customer has a Customer Price Schedule.

Installation

Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your 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 MAS 90 MAS 200 platform.

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the 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 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-1231 Setup Options


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

A new ‘Pricing’ button has been added to A/R Customer Maintenance and Inquiry (Figure 2), as well as in S/O Entry (Figure 3).

Customer Maintenance
Figure 2


Sales Order Entry
Figure 3


When clicked, a listing of the Inventory Items for which the selected Customer has a Customer Price Schedule will be displayed. The listing will contain the Item Number, its Description and Sales Unit of Measure sorted in Item Number order (Figure 4).

Customer_Price_Schedule_Items_List


You may scroll through this list and drill into any of the items listed. When you drill into an item from Customer Inquiry or Sales Order Entry, the standard ‘Customer Item Pricing Inquiry' screen will be displayed (Figure 5).

Customer Item Pricing Inquiry


Click ‘OK’ and you are returned to the ‘Customer Price Schedule Items List’ with the cursor on the item that was selected.

When you drill into an item from A/R Customer Maintenance, it will launch ‘Customer Item Pricing Maintenance’, where you may also maintain Item Price Schedules if you wish.

What’s New

With the 11-05-07 release

    • Converted to the business framework

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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