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Tools to Accelerate Productivity at Your Fingertips Presenter: Tracey Brinkman

Sage MAS 90 Tips & Tricks

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Are you searching for ways to boost efficiency within your company? Did you know MAS 90 could do that? View the power point where we discuss how to set up a paperless office environment, use Explorer Views (saving, printing, exporting) and creating custom lookups. We will also discuss using the Sage Knowledge Base within MAS 90.

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Page 1: Sage MAS 90 Tips & Tricks

Tools to Accelerate Productivity at Your Fingertips

Presenter: Tracey Brinkman

Page 2: Sage MAS 90 Tips & Tricks

Introduction

Tracey Brinkman

Senior Consultant

BKD Technologies

Presenter

Page 3: Sage MAS 90 Tips & Tricks

Agenda

Paperless Office

Explore Views

Custom Lookup

Business Insights Reporter

Sage Software online

Page 4: Sage MAS 90 Tips & Tricks

Paperless Office Setup

Paperless Office Options

Journal and Register Maintenance

Period End Report Maintenance

Report Maintenance

Form Maintenance

Electronic Delivery Message Maintenance

Page 5: Sage MAS 90 Tips & Tricks

Paperless Office (continued)

Main

Journal and Register Viewer

Period End Report Viewer

Report Viewer

Customer Viewer

Employee Self Service

Utilities

Purge PDF Documents

Page 6: Sage MAS 90 Tips & Tricks

Explore Views

General Ledger, Accounts Receivable, Accounts Payable, Inventory Management, Sales Order, Purchase Order, RMA & BOM all have Explore View.

Preview

Explore

Tasks

Page 7: Sage MAS 90 Tips & Tricks

Business Insights Explorer

28 Standard BI Explorer Views in 4.4

11 Standard in 4.2

23 Standard in 4.3

New 4.4 BI Explorer Views

Vendor Purchase History View

Open PO by Vendor Name View

Bill of Materials View*

Component Where Used View in BOM

Page 8: Sage MAS 90 Tips & Tricks

Business Insights Reporter

Wizard

Report Name

Report Description

Add Report to Custom Report menu

Select module for Custom Report

Select a Report Format

Select a View

Page 9: Sage MAS 90 Tips & Tricks

Business Insight Reporter (Continued) Select Fields to be used as columns, sorts, and filters

Define Sort Orders

Define Groups

Define Filters

Define Report Options

Define Report Chain

Select Roles

Run report or Access Crystal Designer when report Finished

Page 10: Sage MAS 90 Tips & Tricks

Custom Lookup

Lookup

Fields

Filter

Set Default

Page 11: Sage MAS 90 Tips & Tricks

Sage Software Online - Login

Page 12: Sage MAS 90 Tips & Tricks

Sage Software Online - Knowledgebase

Page 13: Sage MAS 90 Tips & Tricks
Page 14: Sage MAS 90 Tips & Tricks

Next Webinar

Sage MAS Intelligence

Day: Tuesday, March 15, 2011

Register By: March 14, 2011

Register at: www.bkdtechnologies.com/events

Monthly Webinar Series - Held Third Tuesday of each month

Page 15: Sage MAS 90 Tips & Tricks

BKD Technologies Help Desk

Sage Software - [email protected]

Monday - Friday, 8 a.m. - 5 p.m.

Support Center toll free

Page 16: Sage MAS 90 Tips & Tricks

Thank You!

Tracey Brinkman

Senior Consultant

BKD Technologies

317.383.5468

[email protected]