This tool gives you the ability to create custom screen forms as subclasses of exisiting forms and make custom screens available to specific users/companies.
It provides the ultimate flexibility to change screen object properties like field name labels, fonts, colors, field sizes, etc. on Sage screen forms.
When it’s time to install future builds, you can preserve your changes instead of having to redo modifications every time you update to a new build.
The control center of Sage Pro ERP. Allows you to configure and customize hardware and workstation settings, control user security, change customer, vendor, and item numbers, create custom queries and more. A data dictionary stores application information and database files. Includes audit trail reports, fiscal calendars, network phone messaging and individual user browse window settings.
System Manager includes these powerful add-on solutions and feature-rich tools:
Sage Pro ERP’s exclusive DataDriller technology utilizes sophisticated multilevel data drilldown capabilities and enables you to display any information, in any order, customized for any user that you specify.
Sage Pro ERP Alert automates process flow by using clearly specified events that trigger specified actions; it acts as a business robot, automatically searching for business events described by you, and then takes appropriate action in response.
Sage Message Master simultaneously prints, sends e-mails, faxes and/or attaches reports. You can send reports concurrently to unlimited recipients at any time of day with the ability to customize settings by user, and keep a log of all documnets transmitted.
General Ledger gives you advanced general ledger and financial reporting capabilities designed to meet the needs of today’s businesses.
Entries can be posted to current, previous and future periods, and allows periods to be locked from posting. Flexible report formats provide comprehensive financial, comparative and audit trail options.
Flexible account structure allows you to define an account number for as many as 24 digits
Easily define for as many as six account segments, allowing information tracking for multiple cost centers,
departments, locations, product lines, etc. (additional segments can be built)
Flexible sub-typing of General Ledger Accounts and reporting allows you to proof balance sheets
Open-period posting allows entries to be posted to any period in a three-year window in detail or summary
Allows virtually unlimited budgeting
Custom groups of accounts for budgeting and reporting purposes
Consolidate, edit and report information from multiple companies and various periods
Account inquiries give easy access to information including drilldown and auditing of sub-ledger detail
Export and import budget data to and from popular spreadsheets
Multiple account maintenance provides a convenient method for adding or deleting accounts in one step
Supports four types of entries: standard, recurring, automatic distribution and allocation
Journal entries can be imported from a variety of file formats
Tailor report formats without creating custom reports with user-defined headers and footers, subtotaling and column definition
Save time and effort by creating personalized General Ledger report sets
Accounts Payable creates checks and tracks credits, discounts, partial payments and recurring obligations, and warns you to prevent losses, allowing you to effectively manage your business expenses.
It includes numerous vendor and payable inquiries and an extensive library of expense analysis reports.
Selects and calculates early payment discounts
Displays total accounts payable and approved-to-pay amounts
Allows partial payments on open invoices
Permits user-defined periods for aging payables
Alerts you if vendor credit limits are exceeded
Allows application of open debit memos to selected invoices
Records and tracks credit card purchases to both the credit card company and the vendor
Check voiding capability streamlines processing for lost checks
Allows easy prioritization of invoice payments with as many as 14 priority levels
Vendors may be placed on payment hold, purchase hold or both
Allows virtually an unlimited number of checking accounts
Create invoices manually or match them with received purchase orders
Create pre-payments without creating an invoice
Allows non-check payments of invoices, such as wire transfers
Real-time Business Status Report provides immediate status for Current
Balance, Cash Balance, Net Cash Forecast, Approved to Pay, Period-to-Date Payable, and Payments and Discounts/Adjustments
Drilldown capability from the Business Status Report on cash balance and current balance
Vendor URL and e-mail address support
Multiple Remit-to Addresses
Value-Added Tax (VAT) Support
Locates vendor records by pick lists or full or partial vendor numbers, names and telephone numbers
Easy and efficient bank reconciliation options include sorting and filtering date and check ranges
Flexible approve to pay feature allows easy selection of desired invoices based on user-defined criteria (vendor, discount date, invoice date, etc.)
Separate 1099 Closing: Continue to enter AP payments after year-end close
Print 1099s to laser printers (option to include 1099s above a minimum dollar amount)
Produce 1099s for a previous year at any time (capability to file 1099s electronically)
Close unbilled Purchase orders
As-of Aging Reports provide the ability to specify a prior date and produce the report as of that date
Accounts Receivable is a complete billing and accounts receivable system, with extensive sales analysis reports.
It instantly displays and prints 24-month customer sales and 36-month item sales histories and graphs, and updates customer and inventory records in
real time, providing you with the most current information at all times.
Advanced laser form technology produces high quality laser printed invoices and customer statements.
Supports virtually unlimited ship-to addresses per customer with smart defaults and convenient pop-up pick lists
Tracks complete invoice history for accurate audit trail
Sales tax can be tracked and reported for multiple tax jurisdictions
Create marketing and dunning letters for customers via a DDE link
User-defined transaction category codes allow you to post transactions to sets of accounts based on both the customer and the item sold, so you can easily report cost and revenue distribution
Customer statements can be either open item or balance forward—set at customer level
Displays and prints 24-month customer sales complete with graphs in Microsoft Excel
Prints invoices by customer terms, enabling you to mail the most urgent ones quickly
Automatic commission (or reversal of commission) generated when saving invoices or credit memos
New customer or inventory items may be added during invoicing on the fly
Accepts and tracks non-accounts receivable receipts (e.g., interest paid by bank, tax refund, etc.)
Real-time Business Status Report provides immediate status for Current Balance, Inventory Value, Period-to-Date Gross Margin, Billings, Receipts, Discounts and Cost of Goods Sold
Value-Added Tax (VAT) companies requiring inventory item-level taxation may define for as many as 26 different pre-designated tax rates
Prints, faxes or sends invoices via e-mail in batches or individually
Provides individual printing of invoices for point-of-sale transactions
Provides options for recurring billings for services, rental charges, etc.
Warns you when a customer’s balance exceeds available credit
Generates mail merge letters to customers
Computes and posts finance charges for specified customers
Provides for user-defined aging of receivables including the ability to recreate agings from prior dates
Locates customer records by full or partial phone numbers or pick lists
Allows viewing of customer or inventory records during transaction entry
Tax only credit memos
Create deposits for customers
Apply invoices to credit memos automatically or manual
Calculate and maintain payroll and labor distribution for hourly, salaried, commissioned and per-unit employees in an easy-to- use graphical Windows environment. Payroll includes direct deposit capabilities, and tax calculations for all 50 states, the District of Columbia and Puerto Rico.
Calculates user-defined set of taxes for particular pay types such as different expense categories or taxing authorities
Distributes salary amounts and hours to different jobs, departments, General
Ledger accounts or pay types (e.g., sick or vacation pay)
Allows grouping of taxes into tax territories to handle employees who work in more than one state during a pay period
Comes with pre-defined tokens, tax formulas and tables covering Federal and all State taxes that are user modifiable and can be automatically updated with Sage’s tax subscription
Allows for addition of user-defined taxes, tax formulas, tables and tokens which can be merged with Sage’s tax updates
Earned Income Credit is handled as a negative tax for qualified employees and is printed on pay stubs and W-2 forms
Allows option to calculate taxes on the fly for verification during posting
Reports Workers’ Compensation premiums owed based on rates, wages and hours
Allows multiple user-defined deductions assigned to an employee and/or posting
Allows virtually unlimited number of taxes to be withheld from an employee’s pay
Allows employers to match employee deductions such as 401(k) plans based on a percentage
Includes WebPay for Payroll to activate direct deposit capabilities with National Payment Corporation (NPC), a national, bonded, bank-independent clearinghouse
Support for as many as four bank accounts per employee for direct deposits
Automatically posts sick and vacation expenses and liabilities to General
Ledger during payment processing
Offers selection of three check types in both multi-purpose and pre-printed check stock
Links with Accounts Payable bank reconciliation
Job Cost is a fast, flexible accounting tool for project and job cost management. Use Job Cost to evaluate your operations and improve efficiency in everyday work activities.
With Job Cost you can monitor labor, material and indirect costs associated with a job or project to ensure profitability. Select features that fit your company’s operation and generate reports that conveniently track jobs by price or cost.
Job Cost’s versatility meets the needs of diverse job-oriented businesses, including made-to-order manufacturing, engineering, architectural, construction and service/repair companies.
Job Cost includes nine levels of detail in a transaction: job, division, phase, category, cost type, item code, item description, unit price/unit cost and individual transaction
Choose from five billing methods: Time and Materials, Not to Exceed, Fixed Price by Job, Fixed Price by Phase Amount and Fixed Price by Phase percent
Create budget and estimates for job, category and item levels
Enter all project costs and take advantage of detailed audit trails for each posted individual cost
Invoices update Accounts Receivable files automatically
Create draft and final invoices using automatic and non-automatic options
AIA Invoices and Recurring Billings
Optional billing of freight as a separate line item on fixed amount invoices
Bill multiple jobs on one invoice
Flag transactions as billable, non-billable or hold
Update item quantities in Inventory Control
The interface is customizable including job number templates, user-defined screen label names, etc.
Accounts Payable invoices entered in Job Cost update Accounts Payable files
Use Purchase Orders entry in Job Cost to mark purchase order items for jobs
Purchase orders entered in Job Cost update Purchase Orders files
Track committed costs
Optional user-defined standard phases and categories for all jobs
List both client and owner for any job and indicate which to bill
Multiple billing schedules
Detailed transaction histories
Multiple invoice layouts
Optionally use Accounts Receivable ship-to file or customer file for job site address
List job lender information
Inquiry screens list current job totals with option to print
Optional CSI format for phases
Certified and non-certified payroll and reporting
Track change orders
Track subcontracts and subcontractor information
Accounts Receivable and Accounts Payable retainage
Job Cost item maintenance for non-inventory items; use flat rates or markup percentages for billing
Ability to transfer transactions between jobs/phases/categories
Line item notes
Sage Pro ERP Purchase Orders is a complete purchase order processing system with real-time tracking, automatic updating of vendors and inventory account balances, and extensive reporting capabilities.
Advanced laser form technology produces high-quality laser printed purchase orders for your vendors. Included is the capability to fax or send purchase orders via e-mail.
Creates purchase orders and handles receiving
Supports blanket orders with individual purchase orders released against the master order
Designate items to require inspection prior to receipt with report tracking for items pending or failing receipt
Generates recurring purchase orders, drop-ship orders and special bids/quotes
Works with Accounts Payable to track liabilities and invoice receipts
Choose to ship a purchase order to a different address, including a customer, if you have Accounts Receivable or Order Entry
Tracks groups of items by the lot numbers entered when receiving items
Supports inventory tracking of individual items according to serial number
Unit of measure conversion allows purchase of items in different units of measure than you stock or sell
Record virtually unlimited notes and memos with any line item
Provides schedules for material receipts
Receive partial drop shipment purchase orders
Provides reports for inventory reordering and backorders, and purchase order status by item, vendor and buyer
Displays or prints 24-month vendor purchase histories and vendor balances complete with graphs in Microsoft Excel
Real-time Business Status Report provides immediate status for open purchase orders and period-to-date orders and receipts
Transactions update vendor and inventory balances in real-time
Warns you when a vendor’s balance exceeds available credit
Supports recurring purchase orders
Receive purchase orders by item
Use standard comment text or create purchase order comments that are printed on the purchase order
Locates vendor records by pick lists or full or partial phone numbers
Allows multiple suppliers for each inventory item
Allows multiple Remit-to Addresses for vendors
Allows cancellation of open quantities after a receipt is entered
New vendors and inventory items can be added during purchase order entry
Multicurrency provides a comprehensive means for maintaining various global currencies and exchange rates in your accounting system. Transactions throughout the system are translated from currencies and exchange rates you define.
Multicurrency tracks foreign currency trading partners and handles all the transactions and reporting for you. Multicurrency requires General Ledger and Accounts Payable to be installed.
* Master Currency List of world’s major currencies may be expanded by user-defined custom currencies
* User-defined exchange rates
* Override default currency and exchange rate definitions at the transaction level
* Support for exchange rate fluctuations during the life of a transaction
* Freeze exchange rate support at the transaction level
* Reports may be ordered by user defined currency rate sort criteria
* System provides user-definable exchange rate update warning periods and warns you if you are using an old exchange rate (warning may be overridden by users with appropriate privileges)
* Different Buy and Sell Rate
* Allows individual currencies to be specified at the customer and vendor level
* Currency maintenance and transactions are controlled by Sage Pro ERP’s powerful privilege-based security system Order Entry/Sales Orders
Order Entry generates, schedules and maintains estimates, sales orders and backlogs. Invoices are created automatically if linked to Accounts Receivable. Order Entry prints pick lists, UPS C.O.D. tags and a wide variety of sales order analysis reports. Repeats on similar orders can be automatically
copied from existing or previously shipped orders.
Prints sales orders, C.O.D. tags, picking lists and extensive backlog reports
Generates and maintains recurring sales orders and bids
Supports Order Entry returns
Unshipped or partially shipped line items can be edited
Creates orders from multiple inventory locations
Supports ordering and inventory tracking of individual serialized items, lotted items, stores and bins during sales order entry or shipment
Sell items in different units of measure than you stock or purchase
Automatically allocates inventory as a sales order is entered
Sales order printout options can include detailed information such as lot number, serial number, location and line item notes
Commission calculations can be based upon salesperson or product line, and calculated on orders shipped or paid on flat sales amount or margins
Commission tiers allow for tracking against sales quotas based upon pre-defined sales goals
Commission calculations may be automatically adjusted for returned items
Enter drop-ship line items, create purchase orders for drop-shipments, and track status of all drop-ship orders
Supports blanket orders—quantity limited contract pricing
Displays or prints 24-month customer and 36-month item sales histories, complete with graphs
Supports tax tables and tax rates for tax calculation based on state, county and city
Supports multiple customer ship-to address with information such as tax rates, sales person, district, etc.
Allows for as many as 26 different pre-designated tax rates for different tax rate industries and Value Added Tax (VAT)
Includes laser printing technology to produce high-quality, low-cost sales orders and packing slips on plain paper
Record notes to your customers
Real-time Business Status Report provides immediate status for open orders, period-to-date orders, and shipments
Provides online lookup of customer or inventory codes and information
Add new customers or inventory items during sales order entry
Warns you when a customer’s balance exceeds available credit during order entry
Warns you when inventory balance is insufficient to ship from inventory
Uses pricing schemes which can be defined for items, customers or a combination of both
With appropriate privileges, users may override line-item prices
Inventory Control automatically tracks inventory balances, serial numbers and lots, and product line information. Plus, it prints extensive reports allowing you to easily analyze and control your inventory. All balances are updated in real time for up-to-the-minute, on-screen access.
Integrates radio-frequency and bar-coding warehouse automation technology via ACCPAC WMS (not available in SBE)
Supports LIFO, FIFO, Average Weighted and Standard Cost inventory valuation methods
Tracks virtually unlimited inventory locations and two types of storage divisions within each location
Tracks and reports on user-defined stores and bins
Tracks costs at inventory locations
Tracks serial numbers and lot items when stored, ordered and shipped
Tracks and reports on user-defined inventory product lines
Define units of measure for stock, purchase and sell inventory factors
Multiple price schedules can be created for items based on Markup, Discount or Fixed price methods, with options for dollar amounts of percentages and for as many as six quantity breaks per price schedule (pricing promotions can expire automatically)
Supports different settings at item level such as item type (asset, expense, inventory), taxable item, item class, miscellaneous code, commodity code, and more, which assist in inventory categorizing and reporting
Cycle counts ensure accurate inventory quantities by periodically checking designated high-cost and high-turnover items, without interrupting receipt or shipment entry activities
Links to General Ledger by storing a unique set of default accounts for each item at each location
ABC analysis allows categorization of inventory items according to their overall performance or value
Performs dollar or percentage mass cost and price changes to one or more group of inventory items
Provides 36-month inventory sales/usage history complete with graphs
Rule tables validate data entry for inventory item class, stock location, unit of measure, etc.
Real-time Business Status Report provides immediate status of Current Balance, Inventory Value, Period-to-Date Gross Margin, Billings, Receipts, Discounts and Cost of Goods Sold when used with Accounts Payable, Purchase Orders, Order Entry and Accounts Receivable
Allows multiple suppliers for the same inventory item
Notes file provides information on each inventory item
Displays online sales history information for existing inventory items
Item Cost is maintained by location; the average, standard and last receipt cost for each item is stored at each location
Serial Number Audit Trail provides an audit trail for multiple receipts of the same item/serial number
Inventory price group function provides an easy-to-use template for complex pricing schedules to be rapidly applied to multiple inventory items
As-of On-hand Inventory reporting pro-vides the ability to specify a prior date and produce the report as of that date
Powered by Foxfire!
Unlock the data in your Sage Pro ERP accounting system using this award-winning report writer. This powerful and flexible module creates custom queries and reports with your Sage Pro ERP data fast and easy, without programming.
Create reports from Sage Pro ERP data or from non-Sage data files
For all skill levels:
Practical user, familiar with Sage Pro ERP, but not FoxPro
Power user, comfortable with FoxPro but not a programmer
Create three types of reports:
Detail reports that display a line for each selected record
Summary reports that summarize and calculate information for groups of selected records
Cross-tab reports that show other relationships between two data items in a spreadsheet-like format (e.g. a sales report that shows total sales per salesperson by month)
Send results to printer, screen, or file * File types include:
Spreadsheet (Microsoft Excel)
Mail merge (Microsoft Word)
ASCII (fixed length or delimited)
Save reports for future use
Use the current or history files or both (when both are used, duplicate records are removed automatically)
Create multiple company reports
Includes Sage Pro ERP data dictionaries
Work Orders enables component allocation, routing, and Material Requirement Planning (MRP) features. Production orders can be automatically generated from sales order requirements, inventory shortages, or inventory forecasts. By defining work centers and operation steps, manufacturers can create flexible labor routes.
Generates purchase orders from MRP shortages and bill of material components marked for external processing.
Bill of Materials
This module integrates with Pro Series Inventory Control, and provides the ability to create single-level BOMs and Finished Goods. Start with a simple BOM and if necessary, upgrade to the Production Entry module when multi-level bills of material.