Sage Pro Fan Club

Overview

 

Currently in Sage PRO, we can generate the sales order, invoice and purchase order

individually. But if we want to have the previous version of the sales order or invoice or purchase order we cannot get. We have to keep the hard copy of the previous version.

 

“Track Orders History” provides excellent solution to create a paperless environment  and picking up the appropriate document in a jiffy.

 

Whenever a sales order, purchase order & a invoice is created, a copy for it is generated in the standard Sage Pro report format and stored in the respective directory as set by the user.

 

Benefits

 

·         Easy to use

·         Create a paperless environment and picking up the appropriate document in a jiffy.

·         Enable the client to view the details and different versions of a sales orders, purchase orders & invoice in a single PDF document.

·         Since the bid, sales orders, purchase orders & invoices are generated as the standard Sage PRO report forms it is easy fro the user to refer to the documents.

·         User driven selection for storing as well as generating the pdf files

·         Reduces work load on the resource to maintain the different version of SO, PO & Invoice in hard copy.

·         Saving your Time and Cost

 

 

Features

 

·         The client can view the different version of the orders in a single PDF file.

·         The PDF’s related to SO, PO & invoice can be stored in respective folder as set by the user.

·         When the order is voided, then the voided orders PDF file will be moved from the respective order’s directory to the archive directory.

·         You can buy the product by module wise based on your requirement.

·         Available for any Sage Pro Version 7x

·         Multiple back end support

·         We customize your order entry screen to make us our utility run with or without customization Manager

For further details, contact prasad@ciglobalsolutions.com

Buy genuine Sage Pro Product.
Visit http://www.sageproerp.com/

Incorporate Pro series functionalities through certain functions written outside the Pro series. It would support Pro 6.5 through 7.5 and back end SQL Server and FoxPro databases.  Detailed Description:

• An external application (in VB .NET) created the following Pro transactions
  • PO receipts
  • SO Shipment
  • Inventory transaction
  • IC Receipts
  • IC Issue
  • IC Transfer
• The client required SQL statements in ANSI standards to get this done. The SQL statements must be in generic and not dependent on any one particular back-end. They would work across the VFP, SQL Back Ends.
• The inputs for these transactions that provided to write the SQL statements would PO number, Location id, Quantity etc. for PO Receipts.
• We have passed two more variables about the company number and the database to be fetched.
• The whole Process (Purchase Order Receiving, SO Shipment and Inventory Transaction) in PRO that exists in VFP / Wrapper code has been simulated in SQL statements to accomplish the transaction and update the relevant databases.
• These processes has executed from an external application (VB.NET) using a set of SQL statements.

 VB.Net:

The Client used an external application (in VB.net), which will be used in creating Pro transactions.

 ActiveX DLL:

CI created an ActiveX DLL, which would get the parameters from VB.net; the DLL would process the SQL statements and perform the required action in the database. This DLL could be embedded in to the Clients Program..

 Database:

The Database may be FoxPro and SQL.

 Implementation:

• A Functional code has been written in a .DLL file
• This file can be integrated with any platform (like VB, VB .Net etc) by creating the object reference for the same.
• With the help of this file, we get the parameters from the client’s function (Written in VB.net).
• And these Parameters are passed on to the statements (that is within the DLL – supported by all back ends).
• Based on the parameters the requested operations such as Purchase Order Receiving, SO Shipment and Inventory Transaction have been performed.

For further details contact: Ragava Prasad
prasad@ciglobalsolutions.com
http://www.ciindia.com/sageproerp.html#

Sage Pro ERP is an award-winning accounting and manufacturing solution with full source code availability for ultimate flexibility and growth.

We are Development Partners for Sage Pro. Our Zero-defect-on-time delivery has created a niche for us in Sage Business Community and several of our clients who had their trial projects done by us for them have retained us as their preferred Off-shore Development / Solution providers.

CI.COM software engineers are experts at developing and supporting custom applications either as stand-alone solutions or as add-on modules fully integrated with our industry-leading ERP. CI.COM delivers custom software which is designed to fit your unique business process. Our development department delivers high quality and lasting value with full implement documentation of development all for our clients.

 CI.COM Professional services in Sage Pro ERP product

• We have been providing enhancements in Accounting Package from Vision Point (VP) to latest Sage Pro ERP version for more than ten years as Development Partner.
• Architecture Consulting.
• Focus on implementing the “best practices” inherent in the application to create the most cost-effective, supportable implementation of Sage Pro Products
• Technical Support and solutions to Sage Pro ERP by phone, onsite, and via remote computer access.
• Integration of value added products with Sage Pro ERP
• Open source integration with Sage Pro / 3rd Party product
• Data transfer between Sage Pro and 3rd party product
• On line Shopping cart Integration with Sage Pro ERP
• Cross Platform Upgrade of existing applications
• CI.COM has always felt that commercial product innovation is outpacing people’s ability to remain updated. CI.COM has been offering customized learning solutions to ERP end users. These learning solutions increase the productivity by reducing the learning curve of the end users.
• VFP & Sage Pro Frame work training to Resellers / End users. This helps to do their custom work on their own.
• Legacy Migration
• Application Database Migration
• Major enhancement and maintenance to Existing Sage Pro ERP and reseller’s applications.
• CI.COM’s onsite service means instant solutions for mission critical requirements. CI.COM provides onsite services for providing customized solutions, training and development. On using our onsite services, the client can stay focused on his core competency and make better use of his internal resources. This not only helps cut IT service costs but also increase productivity.

The requirement differs from customer to customer and also based on the nature of industry. With our 100+ man-years of experience in Sage Pro ERP product, we understand your operational needs better and strive to provide our best to each of you.

As one among the resellers like you, we operate on the principle of “Manage your business at your desktop, We at CI.COM will take care of the rest”

Ragava Prasad
Feel free to contact us at: prasad@ciglobalsolutions.com
http://www.ciindia.com/sageproerp.html 

With an immense domain and business knowledge starting from Vision Point to Sage Pro ERP CI.COM helps the sage Pro resellers / end users to resolve their complex critical issues and pave the platform for a resounding Business Success.

With healthy approach, well-experienced solution architects and quality process we increase the profitability of Sage Pro Resellers. This helps the Sage Pro resellers to have a decisive edge over their competitors. CI.COM offers the following services in Sage Pro ERP product

• Sage Pro ERP – Customization
• SQL to Sage Pro Integration
• Interfacing Sage Pro ERP with other ERP

For your Sage Pro custization requirements, contact:
Ragava Prasad
prasad@ciglobalsolutions.com
http://www.ciindia.com/sageproerp.html

We had integrated Sage Pro ERP with other 3rd Party application / other ERP’s such as Quick Books, POS, Rental Control management etc.,
Also we did three way integration with Sage Pro, POS , QuickBooks,  POS with Quick Books

Quick Books is an ERP Application widely used by small scale enterprises for business purposes. POS is a point of sale product interfaced to leading ERP applications.

CI has created Application Interface Processing (AIP) program to interface POS with Quick Book Products such as Quick Books Pro, Quick Books Premier and Quick Books Enterprise Editions. This program will check for updates in POS at regular intervals. When this program is initiated data synchronization will be done. Information from QB will flow into POS Product.

                       

The following are the information that will flow from QB

• Inventory Information update
  • Item Details
  • Receive Items / Enter Bill
  • Adjust Quantity
  • Sales Receipts
  • Invoice
• Customer Details
• Open Invoices
• Customer Price Group
• Payment Terms
• Account Information
• Payments and refunds
• Payments Method details
• Receive Items / Enter Bill

 The following are the information that will flow into QB

• Inventory Information Update
  • Inventory Receipts
  • Inventory Issue
  • Physical Inventory
  • Transactions
• Customer Details
• POS Transactions
• Payments and refunds
• Drawer Reconciliation information
• Layaway Payments and refunds
• Special order payments and refunds
• Payment Terms

We have developed a new User Interface screen to get Quick books and POS Setup information which includes QuickBooks Company, QuickBooks Path, POS Installed Path, Default Accounts such as Posting, Offage, Payment Discount, Cost of Good, Income, Inventory Adjustment, Asset Account and so on.

Quick Books interface program will process the data at regular intervals to check the updates from Quick Books and to transfer the data from POS. Quick Book Interface Program uses Quick books foundation class (QBFC) API program for interfacing POS with Quick Books.

For further details, contact:
Ragava Prasad
prasad@ciglobalsolutions.com
http://www.ciindia.com/sageproerp.html#
http://sagepro.blog.com

Corporate Companies having different establishments with same master details like customers, items etc will have time consuming process of creating same data redundantly for each company. It is very tedious too. 

“Sage Pro Inter Company Transfer Suite” provides excellent solution to reduce the time and cost of creating masters.

This has the facility to transfer the following masters within the Sage Pro from one company to other companies.

Accounts Payable	Account Receivable
Vendor Vendor Payment Term Vendor Part number Tax District Rules	Customer Customer Payment Term Customer Item Number Tax District Rules
Sales Order	Inventory Control
Sales People Sales Groups Rules	Item Location Product Lines Unit of Measure Rules

Benefits

• Easy to transfer masters to other existing companies in PRO by simply entering it
  in the current company and exporting the same to other company.
• Each master’s exported output file can be generated as excel or CSV or
  Database file as desired.
• Since it is not necessary to login to the different company each time and enter
  the same master (ie customer code, item etc.) in different companies, it
  reduces work load on the resource.
• User driven selection
• Easy to use
• Reduces work load on the resource
• Time Saving and Cost Saving
• Free from manual data entry errors
  

Features

-  We provide access privilege for each module and each master, with security feature 
    with access by unauthorized users.
-  You can export each master as xls, csv, dbf as desired.
-  It will add the master records into the destination companies and will not update if 
    the master already exist in the destination.
-  You can buy the product by module wise based on your requirement.
-  Available for any Sage Pro Version 7x
-  Multiple back end support
-  Easy to customize

Technology

• Supports Pro74 SP3 with both the back ends.
  Our utility is running from custom menu and there is no change required in existing
  Sage Pro source files

Contact: prasad@ciglobalsolutions.com
CI.COM (P) Ltd
“We encourage Sage Pro ERP”
http://www.sageproerp.com
www.sagesoftware.com 

SMTP MAILER

Overview

A sage PRO customer without having “Message Master” module installed cannot send messages through e-mail.

“Sage PRO – SMTP Mail” is providing an excellent solution to send e-mails with less time and cost without having Message Master Module installed.

The server name, type, email id and the server authentication are set only once using the setup screen. If Server Authentication is opted then the login user id and password from where the e-mail is being sent is validated.

This provides the new option “Email” in the print dialogue screen for all reports. Hence any report can be sent via e-mail using this.

It supports all the usual options for sending the email along with the attachments. Apart from this, it prompts the option for listing the e-mail id’s from PRO tables like Customer, Ship-To and vendor, so that the user can select the e-mail id’s
from the tables for the specific customer or vendor.

Benefits

• Easy to send e-mail via internet without having the message master module.
• Since it available for all the reports, the generated output files can be sent then and there by the user
• The user need not keep track of the e-mail id’s for the customer, vendor etc. It has the option from displaying it the PRO tables, where the addresses are already set for the customer & vendors.
• User driven selection
• Easy to use
• Time Saving and Cost Saving
• Easy to customize
• As per the normal functionality of SMTP no emails will be stored in the “Sent Items” folder.

Features

• It supports sending maximum of three additional attachment files of any type like BMP,JPEG, PDF etc. excluding the output file generated for the report.
• This provides the new option “e-mail” in the print dialogue box of all the reports, so that the user can send any reports via e-mail easily.
• It enables to select the e-mail address from the PRO tables.
• We provide access privilege for this option, with high security feature restricting access by unauthorized users.
• Available for any Sage Pro Version 7x
• Multiple back end support 

Prerequisites

The user must have the following Prerequisites:

Internet Connection 
WintoPDF / PDF Factory

Technology

• If this product is installed, then the setup information is set in the SMàMaintainàSetupàSMTP mail screen and new option “E-mail” is added to the Print dialogue box of the Sage Pro source files, so that it gets displayed, wherever the print dialogue box is called.
• Supports any Sage Pro Version 7x with both the back ends.

• The SMTP server name & address set is valid.
• Internet is available.
  

Contact: prasad@ciglobalsolutions.com
CI.COM (P) Ltd
“We encourage Sage Pro ERP”
http://www.sageproerp.com
www.sagesoftware.com 

This enhancement will allow for the normal entry of the cash receipt “Header” info such as the Customer#, Check number, amount, etc.

           

The system would search for all open invoices throughout all the existing companies for that specific customer and display them as noted. The open invoices can be viewed Company, Invoice number & Date wise. The default view will be in Invoice number order so that the oldest invoice within all companies would be displayed first. The header line will allow for changing the sort order of the fields.

Then the Automatic or Manual button could be used to apply the cash receipt. If the Manual option was pressed, the system would allow for a manual input of the amount of Payment / Discount that the operator chose to post against any given invoice.

The “Automatic” application would function in the order of the screen sort. If Automatic was selected, then the Cash Receipt from the previous screen would apply beginning at the top and continuing to pay off all invoices until the Cash receipt amount is exhausted.

If Apply Credit was selected, then the system would search for ALL Credits from ALL companies throughout the system and apply them to the OLDEST   invoices first, WITHIN a company number. 

The resulting screen would display as the default screen did, only with the credits applied and some invoices closed out or partially paid.

Once the payment is applied, the system would then begin the process of going thru all companies and applying the cash, updating the respective customer record in the respective company, posting the Cash Receipt into that company and updating the General Ledger and system files.

Points to be noted

Ø      The Remaining amount (ie the balance amount after applied to the available open invoices) while applying is posted to the current company only.

Ø      The summary button is disabled since, it is for multi-company.

Ø      In case of current company, the GL Account code for debit entry will be the code selected by the user. In case of other companies, it will be generated as the company id  “nnn” in the middle segment and rest of the segments are same as the current company. If the GL account code is invalid for any of the other companies then an message is displayed and the default account code is taken

Assumptions

Ø      All the companies should have the same kind of multi currency format.

Ø      The GL Segments and the general ledger link code for a customer must be same across the companies

Ø      If the customer exists for that particular company then only it will proceed further, if the customer not available in the current company and available in other companies then it will not be considered for the current company.

Ø      The customer should be active for all the companies

Ø      It will be credited to the GL account number for the ARàCash Receipt Screen based on the company that you had logged in.  This number should be available across the companies

Limitations

Ø      Since we are going to get it from multiple companies data, there may be a performance leak  envisaged while making AR cash receipts

Contact: prasad@ciglobalsolutions.com
CI.COM (P) Ltd
“We encourage Sage Pro ERP”
http://www.sageproerp.com
www.sagesoftware.com