M9-JC-1162 Alternate Invoice Numbering Logic

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Contents

Synopsis

This Custom Solution to the Job Cost module adds the ability to create sequential Job Billing Data Entry Invoice numbers.

Installation

Before installing any Custom 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.

Custom Solutions Control Center

Installing any Custom Solution will add an Custom 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
  • Custom 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 Custom Solution.

Setup

Upon completion of software installation, you will need to access the Job Cost menu option screen. After the standard MAS 90 MAS 200 option screens have been displayed, a Setup screen for this Custom Solution will appear. Check the ‘Enable Custom Solution’ box to activate this Custom Solution (Figure 1).

JC-1162 Setup Options
Figure 1


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

Operation

The Job Billing Data Entry screen has been modified with the addition of a ‘Next Sequential Invoice #’ button. It is located to the right of the ‘Next Invoice Number’ button [#] (Figure 2).

JC-1162 Job Billing Data Entry


When selected, the Invoice Number is created using the previously assigned invoice number and adding an alpha character. The first invoice number in a new sequence begins with the previously assigned invoice number and an ‘A’. Each succeeding use of this button uses the same previous invoice number and increments the alpha by one letter (B through Z).

This numbering continues until the next time the standard MAS 200 ‘Next Invoice Number’ button is used. An invoice sequence ends after an invoice has been numbered with a Z. When the Next Sequential Invoice Number button is used after an invoice number with a Z has been created, the user receives an error message (Figure 3). Sequential invoice numbering occurs within a Job Billing Data Entry session.

JC-1162 Seq Invoice Message


In order for this enhancement to function, the originating Invoice Number, which will be incremented in an alpha series, must contain a zero in its leading character. If the next invoice number is not in compliance, users will receive an error message (Figure 4). The Next Automatic Invoice Number can be reset through AR Options.

JC-1162 Max Length Msg


The ‘Next Sequential Invoice #’ button is setup to use ‘Alt+Z’ as the hot key combination. The following is an example of the invoice number scheme:

0012345-IN
12345A-IN
12345B-IN
12345C-IN
0012346-IN
0012347-IN
12347A-IN
12347B-IN

There is no restriction to the customer or job that can be included in an invoice sequence.

Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Custom Solution was prepared. This Custom 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 Custom 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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