Customer Product Restrictions For Sage 200

ADP Business Solutions, developers of Easy DD the Direct Debit solution for Sage 50 and Sage 200, are pleased to announce a feature plug in to allow you restrict what products can be sold to a particular Customer. Using product code or product group you can define stock restrictions by Customer.

Pricing
Software: € 700.00
Annual Support: € 140.00

For more information please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie

W: http://www.accountingsoftware.ie/index.htm

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballymount, Dublin 12

SEPA

 

EasyDD for Sage 50 & Sage 200 has passed initial testing with AIB SEPA

We will be providing the SEPA file format for EasyDD Sage 50/200 in late April ’13. Most Banks will be able to accept these files in April 2013 and this format will be compulsory in February 2014.

This format allows for cross border transactions. EasyDD Sage 50 users should start preparing for the switch by recording their Customer’s BIC and IBAN codes against the Customer record in Sage 50.

A usefull website http://www.sepa.ie/

For more information please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie

W: http://www.accountingsoftware.ie/index.htm

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballymount, Dublin 12

ADP Import Analysis Field Values.

The ADP Import Analysis Field Values feature allow mass import of analysis field values for certain entities in Sage 200 that support analysis fields (such as Customer, Supplier, Purchase Orders).

Please Note: The feature will not set up new and configure analysis fields for the entity (that must have been performed manually in the appropriate screen,) but will allow the selected analysis field values to be mass updated for the entity.

Import Paths:

Source File:

Source File contains the path to the Excel file that contains the source data. This should be an Excel file with the data being imported on the first worksheet. You can browse to the file via the browse button.

First row has column headers option:

If the worksheet has column names on the first row, then select this option to prevent the system attempting to import the column names as values.

Output Log To:

The Output Log To contains the path to the directory where the system will output the log file to.

Import Entity Mappings

Is where the user maps the Excel sheet columns to the selected Entities analysis fields.

Entity Type:

The Entity Types that have analysis fields on your Sage system. Select which type of entity you are updating, the following examples are for a Customer.

Reload Button

Use the reload button to repopulate the Entity Mappings Grid

Entity Mappings Grid

The above example is for the import of Customer Analysis Field Values. The Grid list each of the columns in the source spreadsheet in the specified Source File.

Use column

If the Use column check box is checked, then this column of the spreadsheet will be used in the data import.

Source Column

The Source Column of the spread sheet. If the Column Headers option is checked this will display the first row value as a column header. If not, the column number will be used i.e. Column 1

Sample Column

The Sample column gives the first row of the spreadsheet data (to help decide which columns are being imported).

Sage Mapping Column

The Sage Mapping column contains a drop down list of the Analysis Fields for the selected entity (plus the necessary identifier for the entity instance e.g. for customer the A/C Reference.) The user selects which field the source column maps to.

From the above example, we can see that the source file column A/C will be used in the import to map to the Customer Account Reference Field and the source column AREA will map to the Customer Analysis Field Area.

Import Status

As the import is running, the Import Status will display each step.

Importing Values

Once the Import button is clicked, the application will ensure that the necessary field mapping have been set.

The system then parses down through the Excel sheet. The field mappings are used to identify the data to be updated.  For our Customer example the column that maps to the A/C Reference will be used to find which customer is being updated.  The other mappings are then used to update the values for the Customer e.g. for Customer AB002, their Area analysis field will be changed to Co. Silgo.

For more information please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie

W: http://www.accountingsoftware.ie/index.htm

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballymount, Dublin 12

Special Price & Product Group Discount Imports for Sage 200

Introduction

ADP Business Solutions, developers of Easy DD the Direct Debit solution for Sage 50 and Sage 200, are pleased to announce a feature plug in to allow the bulk import of customer account stock item and product group discounts into Sage 200 from Excel.

Stock Item Special Price

Populate Excel sheet in correct format.

Populate the excel sheet with the Account Reference, StockCode and Price of each Customer Stock Item Special Price you wish to apply (Headings must be kept the same as those in the sample template)

Product Group Discounts

Populate Excel sheet in correct format

Populate the Excel sheet with Account Reference, Product Group Code and Percentage Discount data for each Customer Product Discount you wish to apply (Headings must be kept the same as those in the sample template)

 

 

Run the Import

As each format is applied to an Excel worksheet, an end user can import multiple stock item special price values and also multiple product group discount rates for multiple customer accounts from a single Excel workbook! The plugin parses through the worksheets to decide which type of data (if any,) is being imported in each one. The end user just needs to select the Excel workbook and run the import thus allowing the user to mass import both types of data in one run

1. Open Import Screen
   In Sage 200, select the Import Discounts feature to open the Import Screen.

Select the Excel Source file and location to output the audit log to (the values from your last run will have been saved for you).

1. Run Import

The Import Routine will now parse through the Excel file looking for a sheet containing the necessary headers. When the sheet is found, the routine will take and validate each line of data against the existing Sage values and carry out the steps outlined in the manual process for each row of data. Each change will be recorded in the audit log. If there is any issue with a particular row, a note will be entered into audit log and the process will move onto the next row. Once complete, the Audit Log can be viewed by the user.

For more information please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie

W: http://www.accountingsoftware.ie/index.htm

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballymount, Dublin 12

Sage 200 ADP Additions.

Sage 200 – EDI Integration

Allows the user to generate formatted Sales Invoice files for uploading into various EDI Portals (e.g. Celtrino, Altas).

Sage 200 – Trade Counter Invoice Progression.

When you save a Trade Counter Invoice the following form will be displayed allowing you to define how far the sales order is progressed to.

Sage 200 – Stock Transfer Docket

When processing a stock transfer between locations within Sage 200 our modification will spool a stock transfer docket

Sage 200 – Customer Order Update.

Update Customer order number for completed orders.

Product Restriction

Configure Products that can be sold and those that cannot be sold to specified Customers.

Sage 200 – Nominal Ledger Extra References

Configure extra analysis codes against Nominal Codes for allowing for details Nominal analysis

Sage 200 – Customer Special Pricing

A replacement for the standard Sage Price Book feature. Simplfies the management of Customer Pricing structures and allows the user to manage all pricing from one form.

For more information please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie

W: http://www.accountingsoftware.ie/index.htm

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballmount, Dublin 12

How Does EasyDD Integrate With Sage 200

EasyDD is seamlessly integrated with Sage 200:-

• Our software extracts transactions from Sage 200 so no need to rekey information.
• Generate the file for upload to your bank via your bank software or ‘Direct to BACS’ for example Albany’s ePay.
• Email Direct Debit notifications from EasyDD.
• Posts and allocates cash back into Sage 200, with option to reject and reverse posting for any previous run.

A user friendly screen greets you when you enter the EasyDD module within Sage 200.

New Direct Debit customers are setup within the EasyDD module in Sage 200, this can be done manually or through a wizard. The screenshot below “Maintain Direct Debit Customers”, holds static Customer Direct Debit information such as account name, number and sort code.

EasyDD uses the email address within the Customer record, the role must be set as “Direct Debit notification” for inclusion. The email address is used to email Direct Debit notification to Customers which detail invoice number,  date and amount to be taken from their account.

From EasyDD you can email HTML or plain text  notifications to Customers, EasyDD uses the email address (set as “Direct Debit Notification”) on the Customer record in Sage 200.

EasyDD will use the bank details from the bank account screen.

The “Get Transactions” routine below is run from within EasyDD, this routine will extract all outstanding invoices to a specified date for a specified selection flag.

After you have extracted transactions you may need to modify some Customer amounts, this is achieved by selecting “Edit Transactions”, here you can amend or exclude transactions.

When all transactions have been extracted, verified or amended you can create the file for upload to your bank, simply select your own bank code with the processing date and click “Generate Transactions”. The screen will preview all included transactions summed by account before creating the file. Any new account will be automatically flagged as “First Direct Debit”.

Several reports can be run within EasyDD, the screenshot left displays the reports which can be spooled to your Sage 200 print spooler. Also above is a sample report sent to the Sage 200 Spooler.

The final stage in Direct Debit processing is posting the cash back to Sage 200, this function will allocate the receipt against the selected transactions. Simply select the selection flag and posting date (this is the receipt date) and “Post”.

“Amend Previously Posted Batch” allows the user to reverse any previous postings in any previous run. The user simply selects the batch reference from the drop down list, then select the transaction to reject. The system will automatically unallocate all transactions associated with that Receipt and post a Sales Payment allocated against the Sales Receipt therefore reversing the original Sales Recept.

The “Activity” screen within Sage 200 displays the posted transaction which is now fully allocated and posted to all relevent ledgers. This posted to the Cash Book as a batched transaction with trader breakdown allowing for easy bank reconciliation.

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For more information or an demonstration on EasyDD please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie W: http://www.directdebitssoftware.co.uk/

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballmount, Dublin 12

How EasyDD Integrates With Sage 50

EasyDD is seamlessly integrated with Sage 50:-

• Our software extracts transactions from Sage 50 so no need to rekey information.
• Generate the file for  upload to your bank via your bank software or ‘Direct to BACS’ for example Albany’s ePay.
• Email Direct Debit notifications from EasyDD.
• Posts and allocates cash back into Sage 50, with option to reject before posting

A “DD” flag is set within Sage 50, this flag will enable this customer for Direct debit processing. The flag can be entered within Sage 50 or EasyDD. Transaction flags can also be set so only certain transactions are extracted from Direct Debit customers.

The bank details for EasyDD are held within the Customer record in Sage 50, the above screenshot  highlights the key fields necessary for EasyDD to process a payment. Customer bank details can be entered independent of EasyDD when entering a new customer.

As with the Customer bank details EasyDD uses the email address within the Customer record, this email address is used to send email HTML notifications to customers from EasyDD.

It is also necessary to populate your own company bank details, this is also done in Sage 50, the screenshot above highlight the necessary fields.

Customers can be included in the Direct Debit run from within EasyDD or Sage 50, the above screenshot is taken from EasyDD. Simply tick the Customers  are to be included. When Customers have been selected they will appear in the “Client Bank Details” below.

When customers have been included in the Direct Debits run they will appear in “Client Bank Details” within EasyDD. The customers are colour coded depending on their status. From the “Transactions” tab transactions can be edited, excluded and removed. Different run codes can also be set for the customer,  some customers may be weekly Direct Debits while others may be monthly.

From EasyDD you can email HTML notifications, EasyDD uses the mail address on the customer record in Sage 50.

The “Get Transactions” routine is run from within EasyDD, this routine will extract all outstanding invoices to a specified date for a selected run code (SP transactions can also be included with a parameter setting)

When all transactions have been extracted, verified or amended you can create the file for upload to your bank, simply select your own bank code with the processing date and click “Generate Transactions”. The screen will preview all included transactions summed by account before creating the file. Any new account will be automatically flagged as “First Direct Debit”.

Several reports can be run within EasyDD, the preview above is a list of included DD’s. Reports can be exported to PDF and emailed.

The final stage in Direct Debit processing is posting the cash back to Sage 50, this function will allocate the receipt against the selected transactions. Simply select the run code and posting date (this is the receipt date) and “Post”. If you have an unpaid DD then highlight the transaction and select “Rejected”, this will prevent the Receipt posting back into Sage 50 therefore leaving the transaction still outstanding for the next Direct Debit run.

The “Activity” screen within Sage 50 displays the posted transaction which is now fully allocated.

For more information or an demonstration on EasyDD please contact us.

T: 00353 1 4293650 E: info@adp-solutions.ie W: http://www.directdebitssoftware.co.uk/

ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballmount, Dublin 12