What’s your experience with Avalara Sales Tax for Sage MAS 90 or 200

November 22, 2008 by Wayne Schulz

Do you use Avalara Sales Tax Reporting integration to Sage MAS 90 or 200?

We’re getting a lot of feedback from users returning from the Sage Summit in Denver. Apparently the link between Avalara’s sales tax reporting and processing service to Sage MAS 90 and 200 was the subject of quite of few heated comments.

Aside from the fact that Avalara may be the only integrated solution that supports US and Canada sales tax, we continue to hear feedback from users about unresolved issues with the integration. These range from transactions that won’t update to the dashboard to lack of clear documentation. As best we can tell the issues aren’t so much to do with a lack of functionality as they are to do with finding someone to support the integration.

According to our sources on the ground at ~~during the entire~~ Sage Summit 2008 customer conference, several end users were vocal in discussing issues they’d experienced getting support with this Avalara integration to Sage MAS 90 or 200.

How about you? Are you using Avalara for Sage MAS 90 or 200? If so, leave a comment and let everyone know how it’s working for you — good or bad.

Were you at Summit and did you speak with Sage about this issue? If so, what was the outcome?

Update 11-24-08: I had a conversation with an Avalara representative Sunday who seemed surprised to hear there may have been conversations about the product during Summit that spotlighted potential issues. She assures me that people are happy with the Avalara to Sage MAS 90 integration and in instances where there are problems, they’ve been isolated.

As I said above, the comments are open and I’m looking for feedback.

JobOps for Sage MAS 90 and 200 version 4.3

October 28, 2008 by Wayne Schulz

The latest version of the popular job management software package Job Ops has just been released in version 4.3 format. This new update is compatible with the latest Sage MAS 90 and 200 accounting software which was released in June 2008.

Sage MAS 90 and MAS 200 contains a Job Costing module which is adequate for many small job tracking situations. However if your company wants to get more in depth with job tracking, then you should consider JobOps.

One of the key features which has proven atrractive is JobOps ability to begin the job process with a quote. Starting in Sales Order, work tickets are fashioned from their original quote status. This is a step that standard Sage MAS 90 and 200 doesn’t provide and one of the key reasons that over 600 Sage MAS 90 and 200 users have turned to Job Ops for increased Job Management flexibility.

We also have clients that migrate to JobOps due to the configurator module which enables the creation of a product from a much more complex matrix of possible options and materials. Once this product has been created, it can be fully integrated into the job management function of the software.

Some of the key features of JobOps for Sage MAS 90 and MAS 200:

Estimating

Re-use past quotes to create new ones
Combine bills of material, routings, labor and services to create a detailed cost roll-up
Automatic update of material costs
Product configurator assists with selecting options and calculating final price

Sales Orders & Work Tickets

Fast conversion from quote to sales order
Generate work tickets automatically
Check availability of material prior to release
Product documentation and procedures can be attached to job ticket
Automatically create item price via product configurator

Job Planning

Verification of quote accuracy and pricing
Material availability
Purchasing shortages
Production scheduling
Track estimates (current versus revised)

Field Service & Dispatch

Service ticket creation
Scheduling dispatch board
Customer contracts, equipment history, warranty tracking
Preventive maintenance orders
Integration to Microsoft Outlook
Dashboard

Product Configurator

Quickly configure custom product estimates
Generate a bill of materials and routing
Graphical rules based wizard eases data entry
Update pricing automatically based upon configuration
Smart part numbers to uniquely identify a newly configured part
Web enabled for remote configuration entry

For more information on Job Ops for Sage MAS 90 and MAS 200 please download this full color PDF brochure that contains additional details. We will happily provide you with the names of consultants we know in your area who can assist with implementing Job Ops for Sage MAS 90 and 200.

Link: JobOps Brochure

Edit MAS 90 General Ledger Detail with DSD’s G/L Detail Editor

October 15, 2008 by Wayne Schulz

Have you ever wanted to edit your historical General Ledger detail transactions. Generally it’s a good idea to make corrections to the detail by posting another general journal entry. However there may be situations where data must be corrected in a way that cannot be accomplished by an adjusting journal entry. For example if you have corrupted data or transactions posted to future periods that you simply want to move to the current date.

The General Ledger Detail Editor for MAS 90 allows the G/L user to:

1. Edit posted General Ledger transactions (in GL_DETAILPOSTING.M4T file). The Account Number, Posting Date, Posting Remark and Posting Amount may be changed for any transaction. If the Posting Date, Account Number, or Posting Amount are modified, appropriate changes are made to
the Chart of Accounts Master File. When the Detail file is changed, the GL Period Summary file is also updated.

2. A unique search capability has been incorporated into the Editor, in order to allow the user to quickly locate posted transactions.

3. Posted transactions may be deleted. Corresponding changes are made to the Chart of Accounts Master File, in order to ensure that the Detail Posting file is always in balance with the Chart of Accounts Master File.

4. New transactions may be added. They are added simultaneously to the appropriate period’s activity in the Chart of Accounts Master File. The Editor does not force a balancing entry to be made, and, for this reason, the Editor must be used with care in order to ensure that the General Ledger is not placed out of balance.

5. The Editor constantly displays a BATCH BALANCE, in order to assist the user in constructing one-sided ledger entries which do not cause an out of balance condition in the General Ledger.

6. All transactions are posted in “real time”. That is, once the changes have been accepted by the user for each transaction, the General Ledger files are updated immediately.

7. Each addition, deletion or transaction edit is written to a special holding file. When the Editor is exited, the user may elect to print the Transaction Edit Listing, or not. The user decides whether to keep or erase this special holding file.

DSD G/L Editor User Manual (pdf)

The cost of this enhancement is $1,750 which includes the first years’ maintenance of $416.67.

This enhancement is on promotion for 15% off through November 15, 2008

For more information – use our contact form below.

[contact-form 1 “Contact form 1”]

Estimating

Field Service & Dispatch

Product Configurator

The General Ledger Detail Editor for MAS 90 allows the G/L user to:

This enhancement is on promotion for 15% off through November 15, 2008

Contact Us