InstaDocs is the new enhancement brought to you by DSD, the developers of the Sage 100 ERP multicurrency modules that many of our customers use.

 

InstaDocs is the first and only embedded document management solution designed for Sage 100 ERP.  This unique document storage solution allows electronic documents to be stored, viewed and accessed directly within Sage 100 ERP, and provides easy access to documents related to specific records.  Save time and increase productivity with InstaDocs.

Join us on Wednesday, October 8th at 2pm (Eastern).  Click here to access the event registration page which includes more information about the enhancement.

Attendees of this webinar are eligible for special pricing on this enhancement until October 31, 2014.      

 

 

F9 is the easy to use financial report writer that you already know how to use!  Microsoft Excel.  Learn two or three new formulas and you're well on your way to designing your custom financial statements the quick and easy way.  Even with the introduction of other financial reporting solutions, F9 remains the quickest to install, quickest to train, and quickest to see your statements the way that you want to. 

 

      

 

 

We're adding a new regular section to our newsletter this month.  If you feel that your company offers products or services that would be beneficial to the Sage 100 ERP user community, let us know.  We'll include a short write up in one of our future newsletters.  Click here if you'd like to be highlighted in a future newsletter.   Rest assured, to protect your privacy, we are not providing your names or email addresses to companies that are being presented in our newsletters.

Robert Half is the world's first and largest specialized staffing firm.  Our divisions place highly skilled professionals on a temporary, temporary-to-hire and full-time basis in the fields of accounting and finance; technology; office administration; legal; and creative, marketing and design.

For assistance with your staffing and recruitment needs, please contact Michael Cassibo, Recruiting Manager, at 416 350-2330 x62150 or at michael.cassibo@roberthalf.com         

 

 

The Custom Office module for Sage 100 ERP is very powerful!  We encourage you to ask yourself what can your system do for you?  A number of our clients have asked this question of themselves and us and we've been able to streamline data entry and improve accuracy by adding scripts using the Custom Office module.  Scripts are better than custom programming as they can be tweaked more cost-effectively and generally do not require additional programming (ie cost) as you upgrade your Sage 100 ERP system to the latest version. 

 

Below are a few examples that have been implemented or are being considered:

• Commission rates calculated using a complex formula based on warehouse, customer, item, product line, or sale pricing.  If you are spending too much time calculating or reporting on commission amounts at month end, let's discuss your requirements and see how we can save you time and improve accuracy
• No backorders-- no problem.  Do you have customers who do not want you to send backorders?  If the original order cannot be shipped in full and the customer prefers not to have backorders, we've developed a script that automatically changes the backorder quantity to 0 and adds a line to the invoice that advises the customer and suggests that they reorder the nonshipped items on their next regular order
• Credit reason.  Do you want to track the reason for issuing credit memos to your customers?  You've asked your users to make a comment as to why, but sometimes they just forget.  We've developed a script for a customer that if a Credit Memo is created, it cannot be saved/accepted until they select from a list of valid reasons.  This will make analyzing credits much easier
• Mini point of sale.  Add a field to the SO Invoice Data Entry screen to enter the amount of cash received from a customer and display the amount of change to give to the customer (including the Canadian rules for rounding to the nearest 5 cents!)

These are just a few examples of scripts that we have done in the last 3 months alone.  Check our one of our prior newsletters for other script examples.  Let us know if you'd like to discuss ways that you, too, can streamline data entry and improve accuracy by scripting!