Sage Alerts and Workflow- Management by Exception

June 3, 2012 Leave a comment

Sage Alerts and Workflow

Sage Alerts and Workflow for Sage 100 is a Business Activity Monitoring (BAM) Solution that can benefit all parts of your organization. Customer Service organizations utilize Sage Alerts and Workflow, formerly Sage KnowledgeSync, for everything from call escalation to the creation of support tickets.   Dispatch incoming email messages and a enable the Human Resources department to alert management when excessive overtime or the status of potential new hires that require review or approval.

Automatically print and publish reports, approve sales and purchase orders using the workflow feature and receive and email when critical business thresholds meet your specific criteria.  With it’s many standard alerts, set up is easy. For a list of pre-configured alerts visit our Sage Alerts and Workflow page!  Download the brochure for a quick look on the power of this module from this Sage Endorsed Solution.

Download the overview video to understand the power of the product and watch for upcoming webinars to see if Sage Alerts and Workflow are right for you!

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Find Data Quickly in Sage ERP MAS 90 and MAS 200 Explorer

March 5, 2012 Leave a comment

Find Data Quickly in Sage ERP MAS 90 and MAS 200 Explorer

Find data quickly and easily from Sage ERP MAS 90 and MAS 200 using Business Insights explorer. If you don’t see the bar for the find, activate your tool bar for search or press F3!

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Microsoft Project Tip- Easier Planning with User Controlled Scheduling Planning

January 15, 2012 Leave a comment

Microsoft Project User Controlled SchedulingHere is a great blog post from Microsoft Project’s Tips and Tricks Site about the new Project 2010 User-Controlled Scheduling Planning.  I use Project on every business management implementation and love it.  It helps me stay on track and gives the customer a view of what’s next on their list.  No matter what software I am working with, Microsoft Project keeps my scheduling clean.  Read More

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Sage MAS90 Users Group December 14 Richmond VA

November 17, 2011 Leave a comment

Sage ERP MAS90 Users Group in Richmond, VAMany changes are happening at Sage and with the Sage ERP MAS90 and MAS200 product.  Sage recently announced it will change the name of many products including the MAS line in 2012.  Version 4.5 of Sage MAS90 and MAS 200 is ready so learn when to schedule upgrades at the Software Solutions MAS users group.  Sage now provides a free CRM server and end-user license for on plan customers and Sage MAS Intelligence added reporting trees and other enhancements.    There is so much to know!  The best place to  understand how each change will give you a better customer experience is the Software Solutions Users Group Meeting on December 14th at 8:30 am.  Join us for a hot breakfast, prizes and tons of learning in Richmond, Va to mingle with other Sage ERP MAS90 and MAS 200 users and discover how to make the most of your existing software.

Our agenda includes:

State of the Union for Sage, MAS 90 and 200 and Software Solutions

Demonstration of Sage ERP MAS 90 version 4.5

Sage MAS Intelligence and moving from FRx

How to get free training  for Sage MAS90 and increase your learning with a class membership

Prize giveaways and wrap up

All participants will receive a packet of information to take home that includes:

New features of 4.5

Sage MAS Intelligence Best Practices Information

Sage MAS Intelligence Tips and Tricks

Class Schedule for 2012

Microsoft Office Tips

Tid-Bit Priority Registration Code

KnowledgeSync Alerts List for Sage ERP MAS90

Other important information about your MAS software

In addition, just for attending you will receive a $100 gift certificate for use towards your ClassPass membership  your annual Sage renewal plan or any consulting project in 2012. (limit one per company) Space is limited so register early!Register for our MAS 90 Users Group Richmond, VA

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Flowchart for Physical Count in Sage ERP MAS 90 and MAS 200

November 15, 2011 Leave a comment

Year end is almost here and it is time to get your inventory count just right.  While most of the time it is better to do cycle counts throughout the year on fast-moving or high value items, the year-end physical count is often used.  Keep in mind, adjusting inventory effects counts and value and feeds dollars all the way through to your General Ledger.

If you are using LIFO or FIFO inventory valuation methods, before beginning your process in MAS, be sure to clear negative cost tiers.  Below find a Physical Count Process Flow Chart for Sage MAS 90 and MAS 200.

Sage ERP MAS90 and MAS200 Physical Count Flowchart

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Reasons to Use Micrsoft OneNote to plan a project

November 14, 2011 2 Comments

What is Microsoft One NoteI ran across this post on the Microsoft One Note blog site and it does a great job explaining what One Note is and some ways you can use it to work together when and where you want.  My favorite part of One Note is that you can review your team members notes, audio video, emails etc anytime!  This keeps the inbox from getting bogged down and allows you to add notes that your partner(s) can review later.  Best of all you probably own this software.  It is included in most if not all of the Microsoft Office Suites.  If you want some quick training, check out our One Note classes.

And at the very bottom of this post, is the actual finished video they created with One Note.  Very Cool!

6 reasons why I used OneNote to plan a project

on September 29

“Hey, Michael, there’s this teacher up in Canada who loves OneNote. He’s interested in sharing his story with us on the blog. I’d like to drive up there and talk to him in person. Want to work together on this?”

Michael, my colleague here on The Office Blog, got all excited about the idea and started talking about recording the interview and making a video that could be shared with teachers. The ideas came pouring out of his mouth, and I could hardly keep up. I needed a way to capture this free flow of information, because this project was sounding bigger than I had initially intended. I decided to create a OneNote notebook to plan and track our adventure.

Here’s why OneNote was perfect for the job.  Read the rest of the One Note Blog Post

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Avoid Procrastination

November 10, 2011 2 Comments

PeocrastinationProcrastination seems to be a problem for everyone in some area of their life.  Whether you avoid taking out the trash or preparing for a customer meeting, putting off something creeps into our daily lives.  The Study Guides and Strategies website presents a great outline for defining your dragon and then slaying it one small stab at a time. The site writes:

Is your procrastination related to a project?
or is it a habit?

To remedy procrastination:

  1. Begin with one, modest project
  2. Answer these basic questions
  3. Keep the answers before you as you mark your progress

What do you want to do?

    • What is the final objective, the end result?
      It may be obvious, or not
    • What are the major steps to get there?
      Don’t get too detailed: think big
    • What have you done so far?
      Acknowledge that you are already part of the way,even if it is through thinking!The longest journey begins with a first step

Why do you want to do this?

    • What is your biggest motivation?
      Do not concern yourself if your motivation is negative!This is honest and a good beginning.However, if your motivation is negative,

      re-phrase and re-work it until it is phrased positively

    • What other positive results will flow from achieving your goal?
      Identifying these will help you  uncover benefits that you may be avoiding: Dare to dream!

List out what stands in your way

    • What is in your power to change?
    • What resources outside yourself do you need?
      Resources are not all physical (i.e. tools and money),and include time, people/professionals/elders, even attitude
    • What will happen if you don’t progress?
      It won’t hurt to scare yourself a little…

Create a simple “To Do” list
This simple program will help you identify a few tasks, the reason for doing them, a timeline for getting them done, and then printing this simple list and posting it for reminders.

Develop your plan, list

    • Major, realistic steps
      A project is easier when it is built in stages;Start small;Add detail and complexity as you achieve and grow
    • How much time each will take
      A schedule helps you keep a progress chart and reinforce that there are way-stations on your path
    • What time of day, week, etc. you dedicate yourself
      to work. This helps you
      develop a new habit of working,build a good work environment, anddistance distractions (It is much easier to enjoy your project when distractions are set aside.)
    • Rewards you will have at each station
      and also what you will deny yourself until you arrive at each station
    • Build in time for review
      Find a trusted friend, elder, or expert to help you
      motivate yourself or monitor progress

Admit to:

    • False starts and mistakes as learning experiences
      They can be more important than successes,and give meaning to “experience”
    • Distractions and escapes
      Do not deny they exist, but deny their temptation
    • EmotionAdmit to frustration when things don’t seem to be going rightAdmit that you have had a problem, but also that you are doing something about it
    • FantasySee yourself succeeding

Finally, if procrastination is a habit of yours:
Focus on the immediate task and project, and build up from there.  Each journey begins with one step.

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Bar Code Basics: A primer

November 9, 2011 Leave a comment

 

Bar Code Solutions I get asked a lot about scanning bar codes.  Nearly everyone that asks: “Can Sage ERP MAS90 or 200 scan bar codes?”  What they usually really mean is “Can I do portable wireless data collection and have it update my quantity on hand when shipping, picking or counting my inventory?”  The answer of course is yes to both but the solution combinations are very different.

To give you the basics, here is a great site that talks about the scanning in general.  A wand vs. a scanner and some general explanation about bar code options.  While this is a Point of Sale site but the principles of scanning are the same.  Zebra who carries a robust line of bar code printers has a great  Bar Code Glossary page as well.  ScanForce Software does a great job of portable wireless data collection and has stellar customer service.  So here is a quick primer in scanning and bar code terminology.  Enjoy!

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Time Management Tips – Organize Your Way

November 8, 2011 3 Comments

Time Management Tips for FallTime is the resource we all struggle to manage. It is hard to determine what causes us to look up at 12:45 and try to figure how 3 hours have just flown away.  Are there are too many things to do, too many places eating away 15 minute blocks or  do we just saying yes to the wrong things to often?  I think it is probably different for each person.    While we can only cram so much into a day, a quick glance at a list of tips will help us remember our traps.

Although the same tips often appear in many posts item number one “Organize in a way that makes sense to you.” doesn’t get enough attention.  For anyone that is married to or works with an opposite personality type, this is key to remember.  Find the one that you can focus on tomorrow and get back a couple of those 15 minute blocks!

1. SPEND TIME PLANNING AND ORGANIZING.
Using time to think and plan is time well-spent. In fact, if you fail to take time for planning, you are, in effect, planning to fail. Organize in a way that makes sense to you. If you need color and pictures, use a lot on your calendar or planning book. Some people need to have papers filed away; others get their creative energy from their piles. So forget the “shoulds” and organize your way.

2. SET GOALS.
Goals give your life, and the way you spend your time, direction. When asked the secret to amassing such a fortune, one of the famous Hunt brothers from Texas replied: “First you’ve got to decide what you want.” Set goals which are specific, measurable, realistic and achievable. Your optimum goals are those which cause you to “stretch” but not “break” as you strive for achievement. Goals can give creative people a much-needed sense of direction.   Read More about time management

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Sage announces Sage ERP MAS90 Online and Software Solutions adds Unlimited Knowledge Offering

November 7, 2011 Leave a comment

Sage ERP MAS90 Unlimited Knowledge for Sage ERP MAS through instructor led classes

Late last week  Sage Software launched their new On-Line version of Sage ERP MAS90 to the world.  The Sage Software press release describes the offering as a “cloud-based solution of Sage ERP MAS 90 and 200, a fully integrated business management solution. Hosted by Sage, Sage ERP MAS 90 Online is an ideal deployment option for businesses that have outgrown their small business accounting solution yet may not have the budget or staff to deploy an on-premise ERP solution. Sage ERP MAS 90 Online offers seamless migration to on-premise ERP as business needs change, and it is supported by Sage’s expansive network of local business partners.”

As Sage mentions in their release, this is certainly great news for customers that need to move up from their existing entry-level(think QuickBooks or Peachtree or legacy system but weren’t able to budget the funds to do so.  It also seems like a great solution for any business that doesn’t have the hardware power to run an on-premises solution or doesn’t want the IT headache.   Sage ERP MAS 90 Online is just $169 per month per user and includes most of standard modules.

Don’t forget you still need to set up your software and get your team trained.  To make that part of it affordable, Software Solutions created an On-Line  Instructor-led Small Business education program for Sage ERP MAS90 Online. The SSiClassPass gives all your employees unlimited Sage ERP MAS90, MAS200, Microsoft Office and General Business classes classes online for a monthly price of $169!  This special price is through November 30th, 2011 only so you may want to check it out.   A sample of our offerings:

We have over 50 classes per month take them all, or take few.  Learn more by visiting our training class page or email info@s-solutions.com. If you want to give it a try, use promo code MAS90Online to receive a free class.  You can take any Sage ERP MAS90 or Microsoft Office class but you must register for it by November 30, 2011.
If you are a Sage MAS90 partner, email us to learn more about our new partner program that gives your customers unlimited training and keeps you in the loop to expand your sales and consulting practice!
Sage MAS90 Online and the SSiClassPass are a winning combination for growing businesses!

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