• Create National Accounts
• Define Default Price Levels by Customer and Product Line
• Purge Credit Card Data During Period End Processing
• Define Split Commissions by Customer
• Recalculate Open Order Amounts

• Print Lot/Serial Distribution Information

• Recalculate Deductions in Payroll Data Entry
• Define Deduction Code Options
• Recalculate All Option for Payroll Imports
• Select Preconfigured Payroll Import Jobs
• Define Minimum Hours for Benefit Accrual
• Identify Business Type

Retain Report and Form Printer Information Setting:

• You can now retain report and form printer information by workstation ID and form code. This new functionality enables multiple users to save the printer information specific to their workstation ID when selecting a form code or report setting. Previously, the printer used by the last user of a form code or report setting was saved for the next user.

Set Up System Security:

• Security for your Sage ERP MAS system is now required.
• When installing the ERP Server software, you are now required to create an Administrator password. Each user must have a logon ID created in User Maintenance in order to access the system.

Create National Accounts:

• A new feature has been added that allows you to create national accounts. National accounts allow you to create relationships between a bill-to account and its sold-to customers. Various fields have been added to Accounts Receivable Options that enable the use of national accounts.
  • Use the new Bill To Customer Maintenance task on the Accounts Receivable Setup menu to set up relationships between a national account and its sold-to customers. Any customer can be a national account or be a member of a national account.
  • Use the new Bill To/Sold To Maintenance task accessed from the Customer Maintenance window to create tiers of bill-to and sold-to customers.
  • You now have the option to print bill-to/sold-to information on various reports and forms. Additionally, bill-to/sold-to information can be printed in Statement Printing.

Define Default Price Levels by Customer and Product Line:

• A new feature has been added that allows you to define default price levels by customer and product line. Default price levels for the customer can be set up by product line only, a combination of product line and price code, or product line and ship-to code. Two fields have been added to Sales Order Options that enable the default price level by customer and product line feature based on price codes or ship-to codes.
  • A new task, Price Level by Customer Maintenance, accessed from either the Accounts Receivable Setup menu, from Customer Maintenance, or from Product Line Maintenance, allows you to establish default price levels to use when entering sales orders and one-step sales order invoices.
  • You can copy all or specific product line/price level records from a customer to one or multiple customers using the new task, Price Level by Customer Copy, on the Accounts Receivable Setup menu, or by using the Copy button in Price Level by Customer Maintenance. You can also copy from a customer with existing records to a single customer by selecting Price Level from the drop-down menu in Customer Maintenance to open Price Level by Customer Maintenance and clicking Copy From.
  • A new report, Customer Pricing Report, has been added to the Accounts Receivable Reports menu that allows you to produce a list of customers’ special pricing and discounts, including customers that have been set up with product line/price level records.

Purge Credit Card Data During Period-End Processing:

• You can now define what credit card data is purged during Accounts Receivable period-end processing and year-end processing. A new field in the Period End Processing window allows you to purge either data for expired credit cards only, credit card history only, expired credit card data and credit card history, or you can choose to not purge any credit card information.

Define Split Commissions by Customer:

• You can now define default percentage values for distributing sales order and invoice commissions among salespersons on a per-customer basis. Clicking the new Split Comm button in Customer Maintenance opens the Customer Split Commission Maintenance window, which allows you to distribute commissions among a maximum of five salespersons. The default values defined in this window appear in the Split Commission Entry window accessed through Sales Order Entry and Sales Order Invoice Data Entry, but they can be changed.
• The Split Comm button is available in Customer Maintenance if the Split Commissions Between Salespersons check box is selected in Sales Order Options.

Recalculate Open Order Amounts:

• The Recalculate Open Order Amounts utility has been added to the Accounts Receivable Utilities menu. This utility allows you to recalculate the open order amounts from the Customer file for all customers based on open orders in the Sales Order data entry tasks.

Print Lot/Serial Distribution Information:

• New fields in Sales Order Options allows you to enable lot/serial distribution for sales orders. When enabled, you now have the option to print the lot/serial number and distribution on sales orders and picking sheets.

View Lot/Serial Distribution Information:

• In Item Maintenance/Item Inquiry, on the Cost Detail tab, you can now view the committed quantities to various data entry tasks as well as the quantity available if the Lot/Serial Distribution feature in Sales Order Options is enabled. Additionally, on the Orders tab, you can view the order detail by lot/serial number when clicking the View/Lot Serial button.
• A new Lot/Serial Order Detail window has been added to the drop-down menu in Item Maintenance/Item Inquiry. This window displays the lot/serial distribution (including available quantities) for the selected item as well as the distribution already assigned to sales orders and the sales order items still waiting to be distributed.
• You now have the option to print lot and serial distributions from sales orders on the Stock Status Report, Open Sales Order Report, Open Orders by Item Report, Open Orders by Promise Date Report, and Open Orders by Job Report.

Library Master Enhancements

Define Credit Card Security Options:

• Two new preferences have been added in User Maintenance to allow you to designate users that can print or display fully formatted credit card numbers. Users without those preferences will see only the masked credit card number.
• Two new security event roles have been added in Role Maintenance to allow you to designate which roles can change or delete the key used to encrypt credit card numbers. Industry standards recommend that you change this key at least annually to enhance security of the encrypted credit card numbers stored in your system.
• The key used to encrypt the credit card information is now stored separately from your company data. By using the alternate directory feature (not available for Sage ERP MAS 200 SQL), your key will be stored in a different physical location than your company data; thereby, increasing the security of the credit card information.
• A Credit Card Audit Log has been created. This log will show the following:
  • All credit card transaction requests sent to the payment server
  • Each time credit card numbers are encrypted or decrypted
  • Each time a user's print or display credit card preferences is changed
  • Each time a credit card key is changed or deleted

Recalculate Deductions in Payroll Data Entry:

• You now have multiple options for recalculating deductions that are based on earnings in Payroll Data Entry after changing, adding, or deleting data entry lines.
  • Click the new Recalc Deductions button in Payroll Data Entry.
  • Select Prompt at the new Recalc Deductions in Data Entry field in Payroll Options. When clicking Accept after changing, adding, or deleting a line in Payroll Data Entry, a message dialog box will appear asking if you want to recalculate deductions for the selected employee.
  • Select Yes at the Recalc Deductions in Data Entry field in Payroll Options. Deductions will be automatically recalculated when clicking Accept after changing, adding, or deleting a line in Payroll Data Entry. You cannot manually overwrite a deduction if you select this option.

Define Deduction Code Options:

• Five new calculation methods are available in Deduction Code Maintenance; deductions can now be calculated as follows:
  • A percentage of another deduction (for employer contributions)
  • An amount multiplied by the total number of regular and overtime hours
  • An amount multiplied by the total hours worked multiplied by the pay rate multiplier
  • A percentage of the pay rate multiplied by the total hours worked
  • An amount multiplied by the pay rate
• You can now set up a deduction that is calculated based on selected earnings types.

Recalculate All Option for Payroll Imports:

• A Recalc All button has been added to the message dialog box that appears when importing payroll data through Visual Integrator. Click the button to recalculate automatic deductions for all records in the Payroll Data Entry file regardless of whether they exist in the current import. If you click the button, any previously calculated automatic deduction amounts will be removed.

Select Preconfigured Payroll Import Jobs:

• Five preconfigured import jobs are now available to select when importing payroll data using the Visual Integrator module.
  • PR_ADP is configured to import delimited files in the ADP Paydata format.
  • PR_FORMAT_2 is configured to import ASCII files that use a fixed field format and include a job number.
  • PR_KRONOS is configured to import ASCII files in the Kronos Connect and Time Bank format.
  • PR_KRONOS_NO_DP is configured to import ASCII files in the Kronos Connect and Time Bank format.
  • PR_TIMETRAK is configured to import ASCII files in the Timetrak version 8.0 format.
  To make the jobs available in Import Job Maintenance, use the Job Import task to import the PayrollDataEntryImports.exp file, which is available in the \MAS90\PR folder. For more information, see Import Preconfigured Payroll Import Jobs in the Help system.

Define Minimum Hours for Benefit Accrual:

• A new field, Min Hrs/Check, has been added to Benefit Schedule Maintenance. This field allows you to define a minimum number of hours that must be worked per check before benefits will accrue.

Identify Business Type:

• A new field, Kind of Employer, has been added to the Federal eFiling and Reporting and State eFiling and Reporting tasks in the Payroll module, and the W2 Electronic Reporting task in the Electronic Reporting module. This new field allows you to identify your company's type of business.

View Sales Orders from Purchase Order Entry:

• In Purchase Order Entry, you can now click the new Sales Order button on the Lines tab to access and view the sales order for the purchase order without having to return to the Desktop to open Sales Order Entry.

Generate Purchase Orders from Sales Orders:

• The Auto Generate from Sales Orders task has been renamed from Auto Generate Orders Selection, and it has been redesigned to facilitate the auto generation process.

Set Up Additional Purchase Order/Auto Generate Options:

• A new Generate tab has been added to Purchase Order Options. The tab features additional options for automatically generating purchase orders from sales orders. You now have the following options:
  • Combine multiple sales orders for a vendor into one purchase order.
  • Use the sales order number as the purchase order number when automatically generating purchase orders from sales orders.
  • Increment the purchase order number at the beginning or end when using the sales order number as the purchase order number.
  • Select whether to base the purchase order header required date on the system date, purchase order date, sales order ship date, sales order order date, or to be prompted for a date prior to generating the purchase order.
  • Select whether to base the purchase order line required date on the system date, purchase order date, sales order promise date, or to be prompted for a date prior to generating the purchase order.
  • Print the Auto Generate from Sales Order Listing by customer number and print the Purchase Order Number Assignment Listing after generating the purchase orders.
  • Automatically open the Purchase Order Entry window after generating the orders or print the purchase orders after generating the orders.
  • Enable generating purchase orders from Sales Order Entry and elect to be prompted to generate purchase orders from Sales Order Entry for new sales orders.
  • Elect to include the sales order ship-to address, ship via, FOB, confirm to, e-mail address, line item’s cost of goods sold (COGS) account, and alias item number for general alias item types on the purchase orders during generation.

Set Up Additional Options for Job Cost:

• A new Job Cost tab has been added to Sales Order Options. The tab features additional options for integrating the Job Cost module with Sales Order. You now have the following options:
  • Update invoice costs to job estimates.
  • Post costs for drop-ship lines to the Job Cost module.
  • If the Purchase Order module is set up and integrated with Job Cost, you can post costs for drop-ship lines in Purchase Order.
  • Have the job status automatically set to complete when the Sales Journal is updated.
  • Elect to relieve job costs from the work in process account and post them to the cost of sales account.
  • Have the quantity entered in Sales Order Entry update the quantity on sales order and quantity on hand values used in the Inventory Management module.
  • Include the job number and description in the general ledger posting comment.
  • Define how exploded kit component items and costs are updated to the Job Transaction Detail file.
  • Define how the system handles a discrepancy between the currently selected customer number and the job number entered in Sales Order Entry and Invoice Data Entry.
  • Define which cost of goods sold account and sales revenue account are used for line items in Sales Order Entry and Invoice Data Entry.
• Also, the following fields have been relocated to the Job Cost tab:
  • Post Invoice Costs to Job Cost
  • Require Job Number
  • Allow Jobs to be Created Automatically
  • Require Cost Code

• A new task, Line Item Commission Maintenance, has been added to the Sales Order Setup menu. The task allows you to set up salesperson commission rates and amounts by combinations of salespersons, customers, inventory items, and effective dates.

• New fields in Sales Order Options allow you to combine the ordered quantity for multiple sales order and invoice lines when calculating quantity pricing discounts. You can elect to use the total ordered quantity for all lines, or you can combine lines by product line or by the item categories defined in Inventory Management.
• You can define which units of measure to use for totaling the quantity ordered, and you can specify whether you want the item pricing by quantity applied automatically, when prompted, or for new entries only. Additionally, an Item Price button has been added to Sales Order Entry and Invoice Data Entry, which you can click to apply item pricing by quantity to the current order or invoice.
• The rules that you set up for sales orders and Sales Order invoices will also be applied to eBusiness Manager shopping cart orders when they are accepted into Sales Order.

• Two new fields have been added to Sales Order Options that allow you to enable lot/serial distribution for sales orders and require that the sales order lines be fully distributed.
• You now have the option to distribute lot and serial numbers when creating sales orders, similar to S/O Invoice Data Entry, and print the lot and serial numbers on sales orders and picking sheets. This feature allows you to specify a lot and serial number and commit the item at the sales order level so they cannot be used by other tasks. The lot/serial distribution can then be pulled into Invoice Data Entry when the sales orders are invoiced.
• The new Lot/Serial Search button in Sales Order Entry allows you to find sales orders that are referencing specific lot/serial numbers. This feature allows you to easily select the lot/serial number and order for adjustments.
• You can now elect to include or exclude lot and serial distribution from all Open Sales Order reports and the Inventory Stock Status Report. Additionally, you now have the option to print the lot/serial number and distribution on sales orders and picking sheets.

• You can now click the new Purchase Order button on the Lines tab to access and view the purchase order for the sales order without having to return to the Desktop to open Purchase Order Entry. Additionally, you can now generate a purchase order by clicking the Generate PO button on the Totals tab.
• You can now use a security event in Role Maintenance to prevent users from overriding the bill-to customer number during order entry.

• You can now select a vendor number for miscellaneous and special items so that a purchase order can be automatically generated for these item types. For regular inventory items, this field defaults to the items primary vendor but can be changed. For previously entered sales orders, the Vendor Number field will be blank.
• You can now use a security module option in Role Maintenance to allow users to view the vendor number during order entry.