M9-PO-1044 Custom Comment Post to Job Cost

From BlythecoDev Wiki

Revision as of 18:48, 12 July 2013 by Mbuxton (Talk | contribs)
(diff) ← Older revision | Current revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Contents

Synopsis

This Extended Solution to the standard MAS 90 MAS 200 Purchase Order module allows the user to select one of six types of comment postings to the Job Cost transaction detail file. It is designed to be used with Extended Solution JC-1005: Vendor Name on Job Cost Transaction Report and JC-1009: Full Item Descriptions. Expanded Item Codes cannot be used with this Extended Solution.

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 Purchase Order 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.

PO-1044 Setup Options
Figure 1


Select one of the following Comment Formats:

  • VENDOR + PO NO + ITEM NO.: This format is compatible with JC-1005.
  • VENDOR NO + REC NO + ITEM NO.: This format is compatible with JC-1005.
  • PO NO + REC NO + ITEM NO. + ITEM DESC: It is formatted as the Purchase Order Number, Receipt Number, the 2nd and 3rd characters of the P/O line Item and the first 20 characters of the P/O line item description.
  • INVOICE NO + PO NO + VENDOR NAME: If this format is used and the Purchase Order Receipt is updated without an Invoice Number, the comment will hold the Purchase Order Number and Vendor Name only.
  • REC NO + PO NO + ITEM NO. (for inventory items)/PO NO + ITEM DESC (for other item types): This format is compatible with JC-1009.
  • VENDOR NO + PO NO + ITEM NO. (for inventory types)/VENDOR NO + ITEM DESC (for other item types): This format is compatible with either JC-1005 or JC-1009.
  • VENDOR NO + INVOICE NO + ITEM DESC: ‘Item Description’ is defined as any of the following:
I/M Item Description
Special Item Description
Misc Charge Description
Misc Item Description
If the receipt is for an item from PO Receipt Of Goods that does not reference an Invoice Number, the posting comment will be Vendor No + Item Desc.

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

Operation

The formula corresponding to the format selected in Setup will be reflected in the Job Cost Transaction Detail file. Postings from Receipt of Goods/Receipt of Invoice, Returns, Variances and Material Requisitions are supported. Overhead postings are not affected.

For Material Requisition transactions, in posting comments that use Vendor Number or Vendor Name, the program will use the Primary Vendor established for this Item in Item Maintenance.

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

Personal tools
MediaWiki Appliance - Powered by TurnKey Linux