Sage Software for Non Profit Organisations (NPO)

Greytrix with Sage software introduces Sage EES for NON Profit Organisations which includes a seamless integration between Sage 300 ERP and Sage CRM.

Non-Profit Organisation (NPO) is an organization that uses surplus revenues to achieve its goals rather than distributing them as profit or dividends. In India, NPOs are known commonly as Non-Governmental Organizations (NGOs). 

Sage has been serving non-profit and governmental organizations throughout North America for more than 30 years. The company currently helps more than 32,000 unique not-for-profit organizations increase efficiency and more easily manage their operations through the use of technology. From fund accounting, donor and fundraising management, and grant management, to online donation processing, human resources (HR), payroll, and fixed asset management, Sage Non -Profit Solutions, offers a software product or service to meet the organization’s need.

In India, Greytrix a leading Sage Partner based out in Mumbai and Delhi, have used Sage 300 ERP and Sage CRM two of Sage’s hot selling business applications to establish the Sage EES i.e. Sage Extended enterprise Suite for Non-Profit Organization.  Since both applications form a tight integration with each other a transparent road is formed between the operations and finances serving the exact motto of a NPO.

NPO such as research foundations, child care foundations, charities, etc. can benefit from the solution to know how contact Greytrix India Pvt Ltd at sales@greytrix.com

Using BOM and Assembly to Convert Items in Sage Accpac aka 300 ERP

The other day we were discussing Sage 300 for a prospect in Fabric industry and came across a requirement where they needed to convert a roll of fabric into multiple pieces. The simple solution provided was to have more than 1 UOM (Units of Measure) defined for the same item and then based on the conversion unit transact the item in both the units Roll and Pieces. However, they insisted on maintaining the item separately for Roll and Pieces. Now this situation can be handled using the BOM and Assembly functions of Accpac aka Sage 300.

Listing down the steps on how to define BOM (Bill of Material) and then assemble an item (Raw Material) to form finished good.

Go to Inventory Control Module and select Bills of Material under I/C Items and Price Lists. Select the Master Item as the item to be prepared as the finished good, which in this case will be Fabric Pieces. Assign a BOM number, Fixed and Variable costs that can incur in the conversion of roll into pieces. Fill in the build quantity as the no. of pieces that can be made using 1 unit quantity of roll (e.g. 10 pieces of 1 meter each if the roll is of 10 meters.). Select the Component item as Roll, enter the Unit Quantity (e.g. 10 Meter) and then save this BOM.

Now whenever a conversion is to be done, go to I/C Transactions> Assemblies and select the Master Item number, Location and Build Quantity and then run the assembly. This will convert 1 roll of fabric (say 10 meters) into 10 Pieces of fabric (say 1 meter each).

The benefit of using this process is that you can program the system to take care of the costing of cut-pieces based on the cost occurred in procuring the role.

On top of this, you can also record the loss of fabric due to the cutting process involved by entering the actual quantity in build quantity. (e.g. 1 roll converts into 9.7 pieces – provided you have allow fractional quantities checkbox on) and also if there are any fixed or variable costs involved in the process, they are taken care of.

This process will help you keep a more detailed track of stock that you own in different UOM and also automate to add the conversion costs and wastages to finished goods.

Hope this helps. Keep visiting for more.

Meet the new face of Sage ACCPAC ERP, Sage 300 ERP

Sage Software is undergoing re-branding as it approaches the 31^st year of providing market leading business solutions provider to small and medium businesses across various geographies.

In 2012 the names of many of our Sage products accounting and ERP lines, including those designed for nonprofits and the construction industry, are changing. These products will be identified with a numbering approach where higher numbers denote increasing levels of product capability or sophistication. Our product numbering sets include Sage One, Sage 50, Sage 100, Sage 300, and Sage 500. Thus our good old friend Sage ACCPAC ERP gets a new makeover and a new name, Sage 300 ERP.

Sage 300 ERP is now currently in version 6.0 and the editions 100,200 and 500 will be called Standard, Advance and Premium respectively. ACCPAC is just getting a new name, rest it is still as efficient, robust, user friendly and cost effective as ever.

Read more for the various add-ons and customizations on Sage ACCPAC ERP, correction, Sage 300 ERP.

Even you will get the hang of it soon.

Keep Reading.

New release of Greytrix Document Attachment for Sage 300 ERP

We are glad to announce new release (with a complete makeover) of our Greytrix Document Attachment solution for Sage (Accpac) 300 ERP v5.6 & 6.0.

Download Trial v6.0 | Download User Guide

Lets see its features and whats new.

Product Features:

* Allows you to attach scanned documents/reports/Fax/images to almost all the transaction screens in Accpac like Order Entry/ AR Invoices/ AP Invoice/ Purchase Order/ PO Invoice/ Adjustments/GL Transactions.

* Using this product  user can now keep a track of Original Sales Orders/ Purchase Orders/ Amendments done to the  Orders/ Revised Orders

* Using this product user can attach documents to the AP/AR Adjustment Entries which have been passed and posted with a manual approval of an authorized person on Paper.

* Below is the screen shot of O/E Order Entry screen with document attachment tab, where user has selected one text file .

Document attachment functionality is provided on the following screens. [Can be added to others if needed]

• AP – Invoice Entry, Adjustment Entry, Payment Entry
• AR – Invoice Entry, Receipt Entry, Adjustment Entry
• GL – Journal Entry
• OE – Invoice Entry, Order Entry
• PO – Invoice Entry, PO Order Entry

Now lets see Whats New

1. This version of Document Attachment product is now released as a Module (registered with Sage), so that standard Accpac transaction UI is not disturbed and patch updates don’t affect the product and the system. It is compatible with Sage (Accpac) 300 ERP v5.6 and 6.0.

2. Ability to activate or deactivate Doc Attach module per company. (As shown in below screen shot)

3. Now you can configure UNC filename path in the new Setup Screen and no need to maintain Document Attachment.ini file. (refer the screen shot)

4. Doc. Attach functionality extended on following screens [Can be added to others if needed]

• AP – Invoice Batch List, Adjustment Batch List, Payment Batch List
• AR – Invoice Batch List, Receipt Batch List, Adjustment Batch List
• GL – Batch List
• OE – Shipment Entry
• PO – Receipt Entry

5. You can now attach documents to historic transactions in Accpac (already posted transactions).

Greytrix Implements Sage EES @ Pratham Filters

Pratham Filters, a filtration company chose Sage EES, which integrates Sage ACCPAC ERP and Sage CRM new system which was implemented by Greytrix, Sage's implementation partner. Aside from the Sage EES solution suite, Greytrix also deployed Greytrix TDS, which caters to the taxation needs based on set Indian standards and policies.Read more about the successful implementation of Sage EES across Pratham Filters 

Greytrix's first step towards Hospitality industry

Here is the story about how Mumbai’s Greytrix went the extra mile, in a seemingly simple set up and gave Goa’s Alila Hotels the right fit.

Alila was in search of an ERP application coming from a well-reputed international vendor and one which could integrate seamlessly with the existing front-end property management software and help us maintain inventory, payables, and receivables as well as send automatic reports in desired formats to our head office.

The new ERP has enabled Alila to control their inventory, collection as well as given them performance indicators on a real-time basis. At any time, on click of a button, the client has access to MIS reporting, inventory position to avoid stock outs and overstocking, generate outstanding receivable aging for collection, as well as customer statements. The new ERP gives the hotel an easy way to integrate data coming from various departments and come up with a unified report that can be sent to its headquarters in Singapore.

For more information, please visit: http://www.channelworld.in/case-study/greytrix-implements-erp-alila-hotels

                                                                   

Clearing the Deposit one by one in Bank Reco even though we have entered multiple entries in one batch of AR Receipt.

In Sage Accpac 6.0-500 it is not possible to clear the individual entries in Bank Reco.

Consider a case where you have entered 5 receipt entries in one batch then in such cases we have to clear the entire amount at once in Bank Reco. Accpac does not allow clearing of individual receipt one by one in Bank Reco. screen but after the release of Product Update 1 for Accpac 6.0 they have recovered from this bug and provided a way to clear the entries individually.

                                                                             

Following is the process for the same.

Process:

1.       Go to the Bank Reconcile Statement Screen.

            

2.       In the above Screen shot I have highlighted one entry of a deposit of amount 2522.66. The entry contains two AR receipts one of amount 2171.08 and other of amount 351.58. By default the status of the entry is outstanding as shown below.

3.       As this amount consists of two different amounts, we need to clear only one amount out of two. Thus here you need to change the status ‘Outstanding’ to ‘Reconcile by deposit detail’ as shown in the following two figures.

Own below

4.       After changing the status of the line click on the Detail button which lying at the bottom of the screen as shown below.

          

5.       After clicking on the detail button the following screen will open.

6.       As shown above the highlighted area contains the total amount which consists of two entries which are reflecting in the grid below.

7.       Now consider a case where we want to clear only the first entry. Thus in this case we will enter only the amount that we want to clear in the highlighted area as shown below.

8.       In the below figure you will notice that the cleared amount at the top has been change to 2171.08 and then we have change the status of that individual entry from outstanding to Cleared.

9.       After changing the status click on the save button and close the screen.

10.   After closing the screen, you will get the following display which will show you a difference of 351.58 which is yet to be cleared. And which you can clear later according to your requirements.

11.   In this way you can clear the individual receipt entries in the bank Reco even though you have entered multiple entries in single batch in AR Receipt Batch.