Peachtree Support

Peachtree Resource Center For Support

Reach out for promotional pricing – Free Test Upgrade – Peachtree to Sage 50 – Call Now – 800-475-1047

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Peachtree Support:

Gain the advantage by learning all there is to know about Sage Peachtree Accounting now Sage 50. Discover PEACHTREE Support Resource Center for all versions of PEACHTREE Software. Providing assistance in Setting up PEACHTREE inventory and job costing information to work most efficiently for your business. Providing monthly training classes to help you get the most out of your Peachtree Accounting software application. Reach out for help and guidance 800-475-1047

 

Authorized Peachtree Partner:

Peachtree Support Certified Consultant – Hands on support for Sage Peachtree – Get Real World Advise Beyond Accounting. Free Up Resources Work Efficiently In Sage Peachtree. Discover help if you are a start up business or in growth mode and need to learn how to leverage all the advanced features found in Peachtree. Assistance from Peachtree partner for support, training, data migration and updates for all versions of Peachtree support.

 

Peachtree Support Mission Statement:

Helping small businesses succeed by learning to successfully use business and accounting software. Since 1989 we have helped thousands of small businesses select implement software to support their accounting and business operations

 

Features Peachtree Quantum:

Peachtree Quantum – Gain pinpoint control of all of your business operations. Manage Sales, Purchases, Inventory, Jobs, Service and Payroll. This end-to-end small business ERP accounting software is designed to grow with your business. Providing core accounting with built in tools for distributors and time and billing features that are rich. Sage 50 Quantum Accounting can accommodate 1 to 40 named user licenses. There are addons for Sage 50 Peachtree Quantum such as UPS integration, barcode scanning Solutions, Sage Intelligence for advanced reporting and many more.

 

Peachtree Manufacturing:

Sage 50 Manufacturing Accounting provides all the core accounting features you need, plus powerful and flexible tools especially for manufacturing-related businesses. These tools include robust inventory management, improved control and tracking of assembly jobs, and industry-specific reports.

 

Peachtree Premium:

If you manage multiple companies and budgets or need better insight into your numbers for strategic planning, then Sage 50 Premium Accounting is for you. It includes all of the features in Sage 50 Complete Accounting, plus advanced filtering on financial statements, progress billing, serialized inventory, and employee compensation tracking.

 

Peachtree Pro:

Sage 50 Pro Accounting provides easy-to-use tools to help manage your expanding business needs. Based on real, double-entry accounting principles, it includes features such as inventory management, business analytics, payroll, and customizable reports.

 

Features in Peachtree Accounting:

  • Security – by user – you select – no access, view only, add, edit or full access by individual entry and/or reporting function
  • Audit trail – records all entries and changes made to your company data
  • Internal Accounting Review – Runs up to 15 reviews of customer data, used as a tool to report common transaction mistakes, and potentially suspicious transactions
  • Synchronize with ACT! – live accounting data feeds sales opportunities
  • Synchronize with Outlook© – customer and vendor information
  • Everything entered one time, one place, helps you stay organized

 

Case study Peachtree Accounting Software:

  • Eliminated duplicate entry of data for invoicing and payroll
  • Did not lose transactions to be invoiced to clients
  • Can now easily report profitability by consultant, department, job/project and company
  • Also available is multiple company consolidated profitability
  • The correct payroll taxes are calculated and paid
  • Results: savings of 5+ man hours per week and a decrease in paperwork being generated, reduced errors & had better controls
  • Debbie is a 1-person office working for a 5 person company

 

Peachtree Quantum Software Case study:

  • Managed inventory information for minimum on hand stocking
  • Able to handle more business
  • Automatically generate purchase orders for reordering
  • Used Assemblies to create finished items, calculates cost
  • Track and report on serialized items sold and warranty periods
  • Profitability reports by inventory item and customer
  • Track and report on items sold to customers
  • Enter credit card payments 1 time
  • Results: savings 20+ overtime hours per week @time& ½ pay
  • Anita has a 7-person office

 

Support for the following versions of Peachtree:

  • Peachtree Quantum Accounting
  • Premium Accounting
  • Peachtree Accountant Edition Accounting
  • Construction Accounting
  • Peachtree Distribution Accounting
  • Manufacturing Accounting
  • Peachtree Nonprofit Accounting
  • Pro Accounting
  • Peachtree Classic Accounting Version 13
  • Sage Peachtree 2000

 

What to do when there is a problem with a financial balance in Sage Peachtree:

Example: – A client experienced an issue where the balance in an expense account did not total correctly.  It appears the problem covered several years.

This expense account has a balance that does not resolve to zero when the year is closed.  The $943.21 is reflected in the current earnings not retained earnings and what is weird is that it is not on the income statement.

The account has been marked inactive

A journal entry does not fix this.

What are the steps to resolve the problem with the financials?

 

Support Sage Peachtree all versions also known as Sage 50, Sage 50c and Sage 50cloud, Sage peachtree 1990, Sage peachtree 1991, Sage Peachtree 1992, Sage Peachtree 1993, Sage Peachtree 1994, Sage peachtree 1995, Sage peachtree 1996, Sage Peachtree 1997, Sage Peachtree 1998, Sage Peachtree 1999, Sage peachtree 2000, Sage peachtree 2001, Sage Peachtree 2002, Sage Peachtree 2003, Sage Peachtree 2004, Sage peachtree 2005, Sage peachtree 2006, Sage Peachtree 2007, Sage Peachtree 2008, Sage Peachtree 2009, Sage peachtree 2010, Sage peachtree 2011, Sage Peachtree 2012, Sage Peachtree 2013, Sage Peachtree 2014, Sage peachtree 2015, Sage peachtree 2016, Sage Peachtree 2017, Sage Peachtree 2018, Sage Peachtree 2019, Sage 50 2020, Sage 50 2021, Sage 50 2022, Technical assistance and support for all vesions

 

How To Correct This Peachtree error?

Step 1 – make a backup or two:

This is from the Sage knowledge base entry  11145. You may want to read the rest of it if this doesn’t fix the problem

 

Step 2 – Synchronization test:

Run the Chart of Accounts/Journal Synchronization test (most common fix)

  1. Run Chart of Accounts/Journal Synchronization test; follow Article ID 10249: How do I run the Chart of Accounts Journal Synchronization test?
  2. Run Journal Balances test; select Help, Support Utilities, Integrity Check, and then click Continue.
    • Note: For Sage 50 versions 2013-2018.0, select Help, Customer Support and Service, Integrity Check, and then click Continue.
  3. Select Journal Balances box, and then click OK.
  4. Run G/L Balances test; select Help, Support Utilities, Integrity Check, and then click Continue.
    • Note: For Sage 50 versions 2013-2018.0, select Help, Customer Support and Service, Integrity Check, and then click Continue.
  5. Select G/L Balances box, and then click OK.
  6. Verify the report is now in balance.

 

 

Hosting Support For Sage Peachtree:

Looking for help with Sage Software? Contact experts and get immediate assistance. Consulting, Training, Cloud Service, Setup & Upgrade and much more.

 

Call Now Toll Free For More Information

Peachtree Support 800-475-1047

Promotional pricing to upgrade from Peachtree to Sage 50

Support Sage Peachtree all products and versions.

 www.jcscomputer.com and for Sage Timeslips Support

March 30, 2022 Sage 50 Comments Off on Peachtree Support

Sage 50c Support

Sage 50C Support

Sage 50C Support from experienced Sage 50c, business operations and accounting consultants. When you are seeking answers to your questions on how to best use Sage 50cloud Accounting Software. Accounting is undoubtedly the most vital facet of every business. While there is a huge variety of accounting software available people prefer Sage 50cloud accounting software and rightly so. Sage 50c Accounting is a business management software subscription-based product published by Sage Group. It was previously known as Sage Peachtree Accounting. Let’s have a look at what benefits businesses can expect while using Sage 50cloud accounting software from a Sage 50cloud Consultants perspective. We can provide Sage 50c support and help you setup Sage 50cloud in the following areas.

  1. For over 30 years Unmatched Sage 50c Support: With Sage accounting software you’ll get all the suggestion & support you need. On the whole, Sage accounting saves you money, time and effort while operating your venture with their auto-renewal system.
  2. Sage 50 Dashboards Provide Great Business Insights: The reporting structure on the Sage 50c software permits you to make smart business choices based on the intuition you can collect via precise reporting. The business intelligence aspect the Sage 50 accounting program provides, will offer you access to your data and will enable you to make groundbreaking business decisions & executions.
  3. Easy to use, Easy to Correct and with robust Accounting Guidelines: The sage 50 accounting software is GAAP approved and is on par with industry ethics and is the most dependable accounting solution available in the present scenario.
  4. Discover Audit & Security Operations: These unique function enables you to maintain your data secure and aids your business to avoid wealth losses because of accounting scam or incorrect accounting. The Review part of the Sage 50 program inspects for typical accounting blunders and vulnerable activity with fifteen diverse data checking programs. The security & audit feature also permit you to verify who’s working on your accounting, making new entries or tampering old entries and accessing particular functions.
  5. Master Inventory Management: This is the best selling point of Sage 50 accounting software. Being able to administer your inventory enables your organization to decrease mistakes and control expenditures. You’ll be allowed to administer your inventory more stock based on sale orders & invoices. With Sage 50c accounting application one can also institute diverse cost levels for item, select between diverse costing procedures, modify cost either via fiscal value or proportion and track warranty or repair info on stuff with serial numbers.
  6. Customization: With totally customizable features you’ll be allowed to access the crucial data required to support your consumers, program your purchases & act fast if required. The capability to act fast will save you both money and time and offer a superior service to your precious clients.
  7. Advanced Reporting – Custom Reports to get you the information you need.

For affordable yet effective Sage 50c support accounting solution Contact Accounting Business Solution by JCS – your one stop for Sage software upgrades from Sage Peachtree into Sage 50cloud and Sage 100cloud support. Call 800-475-1047

When was Sage Peachtree Discontinued?

With the release of Sage 50 – 2013 Sage notified all users that Sage Peachtree would no longer be supported by Sage. However, we will continue to provide support for Sage Peachtree.

Sage 50C Support

You may have received notification from Sage that services to older versions of Peachtree and Sage 50 products are scheduled to be discontinued or have been discontinued. This is accurate information but is certainly not any reason to panic!  We here at Accounting Business Solutions by JCS Computer will continue to offer support for older versions of Peachtree and Sage 50 to you, our valued customers, and be your Sage Peachtree and Sage 50cloud resource. If you are on a newer version of Sage 50cloud you are NOT affected.

Accounting Business Solutions by JCS has Master Consultants available to offer ongoing Support even for older versions of your software. If you are interested in obtaining support services for an older version of Sage Peachtree or Sage 50cloud or pricing details for upgrading to a newer version please give us a call for Sage 50Cloud Support.

What are Sage 50c Support Questions for your Network Server?

While this list can be extensive, it is extremely important to have more information to purchase, upgrade, or update your Network Server adequately to meet your businesses current needs and future needs.

  1. Do you have a current server?
  2. Is the new server replacing your current server or is it in addition to your current server dedicated to Sage 50?
  3. What are the specifications of your current server?
    1. CPU –
    2. Memory –
    3. Disc Space (total and available) –
    4. Backup Technology currently in place –
  4. Are the workstations members of the domain or running as peer-to-peer?
  5. Is the server running Active Directory Domain Services or acting as a Member Server?
  6. What services are currently configured on the server?
    1. Examples: DNS, SHCP, File Sharing, Network Printing, Terminal Services, Email, etc.
  7. Are you using any network-accessible or network-wide applications?
    1. Example: Server-managed anti-virus software to monitor connected workstations
  8. How many workstations are on the network, potentially accessing resources of the server?
    1. Example: Access to shared folders, network printing services, managed anti-virus software, etc.
  9. How many users are on the network?
    1. This could be differ depending on multi-user PC’s, multiple shifts, etc.
  10. What backup technology are you using?
    1. Examples: Removable hard drive, tape/cartridge, cloud solution, etc.
  11. What is your backup schedule and policy?
    1. Examples: Every night, once a week, full or incremental backups, month-end archives, etc.

What Sage 50C Support Questions may be related to your networking environment?

  1. Who is your internet server provider?
  2. What are you upload/download speeds?
  3. What equipment and/or technology are you using for perimeter security?
    1. Examples: Firewall, routers, etc.
    2. Cisco, Sonicwall, ISP-Provided, etc.
  4. What equipment do you use for your network topology?
    1. Examples: switches, print servers, wireless access, etc.
    2. Are they Switch(es) 100mbps or Gigabit speed?
  5. Do you have any peer-to-peer networking or only client-server?
    1. Examples: Peer-to-Peer – engineering can access secretary’s hard drive or printer. Client-Server – only device providing resources is the server

 

Accounting Business Solutions JCS Computer ResourceSage 50 Support and Sage Peachtree Support

Sage Timeslips Support and Sage 50cloud training classes

April 28, 2020 Sage 50 Comments Off on Sage 50c Support

Standard Crystal Reports in Sage 50 and Sage 50cloud

Which standard Crystal Reports are included in in Sage 50? 

Standard Crystal Reports included in Sage 50 include:

  •       Aged Payables v9
  •       Aged Receivables v9
  •       Customer Balance Graph v9
  •       Customer Detail List v9
  •       Customer Sales by Item v9
  •       Customer Sales by Month v9
  •       Inventory Labels v9
  •       Items Sold by Month v9
  •       Purchases by Unit Price v9
  •       Vendor Balance Graph v9
  •       Vendor Detail List v9
  •       Void Check Register v9

If you would like to learn more about standard Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 28, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Standard Crystal Reports in Sage 50 and Sage 50cloud

Create Purchase Orders from Work Tickets in Sage 50

Create Purchase Orders from Work Tickets in Sage 50

How do you autofill or auto create Purchase Orders from work tickets in Sage 50? 

Sage 50 allows you to set up Inventory Item Defaults to auto create purchase orders in Sage 50 behind the scenes. The Ordering tab of this window has options that let you enable the auto-creation of POs for:

  1. drop-ship transactions
  2. non-drop-ship transactions
  3. work tickets

Important:For auto-creation of purchase orders to work, your company must be using the real-time posting method.

You can treat each auto-created purchase order just as you would a manually created one. You can edit the purchase order, print it, or e-mail it to a vendor in the Purchase Orders window.

Note: Even if your company is set up for auto-creation of purchase orders, Sage 50 will not automatically create POs for recurring customer invoices. Instead, you will have to manually generate POs for any inventory that you need to reorder as a result of recurring invoices.

To auto create purchase orders from work tickets in Sage 50, the following criteria must be met:

  • Each item must be set up in Maintain Inventory Items with a preferred vendor.
  • The user who is entering the transactions listed below must have access rights to add Purchase Orders.
  • The quantity ordered of one or more of the items must cause the quantity available as of the transaction date to fall below minimum stock levels.

If these conditions are met and your company is set up to auto create purchase orders in Sage 50. Sage 50 will automatically create a purchase order each time a work ticket is saved. In addition, to ensure that auto-creation works most effectively, each item in Maintain Inventory Items should be set up with a minimum stock level and minimum reorder quantity. Sage 50 will auto-create purchase orders from Work Tickets for inventory items that fall into the following item classes only

  • stock
  • substock
  • serialized stock.

If you would like to learn more about how to perform this smart function using Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com. Sage 50 Training Class. 

Sage Timeslips Support

January 28, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Create Purchase Orders from Work Tickets in Sage 50

Update Work Tickets in Sage 50 and Sage 50cloud

How do you update work tickets in Sage 50? What are work tickets in Sage 50 used for?

From time to time, you will need to update work tickets with your progress. Follow the steps below to update a work ticket.

  1. From the Tasks menu, select Work Tickets. The Work Tickets window appears.
  2. Click the Open button and select the ticket that you want to update and click OK. The selected work ticket information appears in the Work Ticket window.
  3. Update any of the information that has changed on the work ticket.
  4. If you have finished or received items in the component list, select the corresponding Finishedcheck box and enter the Act Hours, if you are tracking hours.
  5. Then, click Save. After you have marked one item in your component list as finished, your work ticket is given a status of In Progress.

If you would like to learn more about how to update work tickets in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 28, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Update Work Tickets in Sage 50 and Sage 50cloud
Print a crystal report in sage 50, sage 50 crystal report, crystal report sage 50, sage 50 intelligence reporting

Print a Crystal Report in Sage 50

Print a Crystal Report in Sage 50

How to use SAP Crystal Reports with Sage 50

How to print a Crystal Report in Sage 50 – For older versions of Sage 50 to print a Crystal Report in Sage 50, you must preview the report and print using a Crystal Reports license. If you currently have a license for Crystal Reports and Sage 50 then follow these simple steps to print a Crystal Report in Sage 50:

  1. In Sage 50, select Reports, Crystal Reports from the main menu.
  2. Highlight Vendor Detail List and click the Preview button or double-click Vendor Detail List.
  3. Click OK to continue. The report opens in Crystal Reports.
  4. Select Report, Refresh Report Data to ensure that the report is displaying the most recent information.
  5. Ensure that Use current parameter values is selected and click OK. The report refreshes.
  6. Select File, Print, Printer.
  7. A message appears, asking if you would like to use the default printer. Select Yes. Then, click OK to print the report. One page of the report is shown on the next page

Crystal Reports

Yes, Crystal Reports is one way to extract data from Sage 50 and we can train you on the process. You would not need to have the product prior to the  training. However, we have found that on-line training without the ability to immediately practice what has been demonstrated has a lower retention rate. You will also need to gain experience by practicing. The final element is to be able to find the appropriate data tables and fields to retrieve the data for use within those reports.

Please note, that although Crystal Reports can still be used with Sage 50, Sage has not included Crystal Reports as part of the Sage 50 product since 2014. A license has to be purchased separately. It is generally not recommended as the external report writer of choice unless reports were created prior it’s being removed from the product. It is most often required when these reports are still needed or new reports are required that cannot be created using the currently support Sage Intelligence external report writer.

Sage 50 Advanced Reports Options

  • Crystal Reports
  • Financial Designer
  • Sage Intelligence

Choose printing preference

The first step is to confirm the types of reports that you are expected to produce. This will confirm that Crystal Reports in the most appropriate choice for those reports. Other reporting options include

  • The built in report designer
  • Financial statement designer
  • Built in forms designer
  • Sage Intelligence

Print a Crystal Report in Sage 50

If Crystal is the most appropriate choice for an external report writer, I would be glad to set up an online training session for you. It is always helpful to know the reports you wish to produce, so I can choose one as example during training to give you experience in determining the tables and fields to create a specific report.

Learn More

Give us a call 800-475-1047

Print a crystal report in sage 50, sage 50 crystal report, crystal report sage 50, sage 50 intelligence reporting

 

Sage 50 data tables for use with Crystal Reports

Journal Header Fields

The following field information is intended to assist those who design reports for Sage 50 using Crystal Reports.

Filename: JRNLHDR.DAT

JRNLHDR.DAT has one record for each transaction entered in Sage 50. There is a one-to-many relationship between header records and row records. Each header record can have any number of related rows.

Note: Memorized Transactions are stored in StoredTransHeaders.DAT. All the field names are the same as in JrnlHdr.DAT.

Indexes and Their Uses

JRNLHDR.DAT has 22 keys, as follows:

0 = By JournalKey (Shadow, Journal, Period, TrxNumber, Partner.

1 = By PostOrder

2 = By Posted and then by PostOrder

3 = By LedgerKey (Module, CustVendEmpID, Date, and then by PostOrder

4 = By Reference

5 = By Date

6 = By Journal, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder..

7 = By JournalKey_Journal, then by JrnlKey_Per, and then by Reference.

8 = ByGUID

9 = By Journal, then by Reference.

10 = By Journal, then by Completed Date

11 = By ReceiptNumber

12 = By Journal, then by MainAccount, then by Deposit Ticket, and then by Date

13 = By Journal, then by Extended JournalType, then by Date, then by Reference, then by CustVendEmpID, and then by PostOrder

14 = By Journal, then by Date, and then by PostOrder

15 = JrnlHdrByJrnlCVEReference

16 = JrnlHdrByElectronicDateSent

17 = By Recur Number, By Date

18 = By JournalEx, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder

19 = RecurNumber

20 = JrnlHdrByElectronicDateSent

21 = By JournalKey_Journal, then by CustVendId, and finally by Date

22 = ByLedgertKeyModule, then by CustVendEmpID and then by Date

If you would like to learn more about how to print a Crystal Report in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing / Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training. Sage Timeslips Training

email us at solutions@jcscomputer.com

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Print a Crystal Report in Sage 50

Previewing Crystal Reports in Sage 50

Previewing Crystal Reports in Sage 50

Learn how to Preview Crystal Reports for Sage 50

Crystal Reports can be previewed from Sage 50 when the report is displayed in the Crystal Reports Viewer. The viewer automatically refreshes a report when opened, but refreshing the report ensures that the most recent data appears on the report preview. Follow these steps to see how easy previewing a Crystal Report in Sage 50 using the Crystal Reports Viewer is!

  • In Sage 50, select Reports, Crystal Reports from the main menu. The Select a Report window opens.
  • In the Report List, highlight Vendor Balance Graph v9and click the Preview button or double-click Vendor Balance Graph v9. Crystal Reports for Sage 50 starts.
  • Refresh Report Data to ensure that the report is displaying the most recent information by selecting the Refresh Icon (lightning bolt).
  • Once you have finished previewing the report, select Close to close the Crystal Reports Viewer window and return to Sage 50.
  • Click Close to return to the Sage 50 desktop.

Learn More about Crystal Reports and Sage 50.

  • Beginning with Release 2015, Crystal Reports is no longer accessible from within Sage 50—U.S. Edition
  • Custom Crystal Reports reports can still be used with Sage 50, but must be opened from the Crystal Reports application
  • Upgrading to Release 2015 does not remove the Crystal Reports files (.RPT files) from your company directory
  • To use customizable reports from within Sage 50, it is recommended to utilize Sage 50 Intelligence Reporting
  • SAP Crystal Reports can be purchased at http://www.crystalreports.com

If you would like to learn more about how to use Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers technical assistance and training classses, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047. Sage Timeslips Services

Sage 100, QuickBooks, Sage 50, Sage MAS 90, Sage MAS 200, Sage Peachtree, MISys, Sage 100 manufacturing, Sage 100cloud, Sage 100 cloud, Sage 100C, Sage 50cloud, Sage 50 cloud, Sage 50C, Consultant, MAS 90, MAS 200, QuickBooks Point of Sale, QuickBooks Online, QuickBooks POS, Sage 100 Advanced Reports, Sage 50 Advanced Reports, QuickBooks Advanced Reports, Sage Peachtree, Peachtree, Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, MISys Manufacturing

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Previewing Crystal Reports in Sage 50

Premium Crystal Reports in Sage 50 and Sage 50cloud

Which premium Crystal Reports are included in in Sage 50? 

Premium Crystal Reports included in Sage 50 include:

 

Assembly Item UPC_SKU Label

Using UPC/SKU (Universal Price Code/Stock Keeping Unit) labels can help you keep track of your inventory more accurately. The individual components you purchase from vendors may already contain their own UPC/SKU labels. However, you can use the Assembly Item UPC_SKU Label report to create labels for the finished products once the items are fully assembled. The labels include the following information:

  • Item ID
  • Item Description
  • UPC/SKU Number
  • Location

 

Assembly Planning 

This report displays details for a specified assembly, including the number of components needed, available, and on hand for the assembly. This report is helpful if printed before beginning the production of an assembly because it provides the status of the necessary components. The report includes the following fields:

  • Item ID
  • Description
  • Quantity Needed
  • Quantity on Hand
  • Quantity Available

 

Component Pick List

This report displays an itemized list of the locations and quantities of all components required for the specified assembly item. It is helpful to run this report right before you are about to assemble an item. The report includes the following fields:

  • Component ID
  • Description
  • Quantity Needed
  • Location
  • Initials

 

Deficient Components List

This report is useful for viewing which bill of material components of an assembly are in shortage. By seeing which components you’re missing, you’ll know which components you need to order before you can create the assembly. The report shows the following fields:

  • Component ID
  • Description
  • Quantity Needed
  • Quantity on Hand
  • Quantity Available

 

Item Sales by Customer and Purchase Order Number

This report displays item sales, sorted by customer purchase order number. This report was designed to provide an alternate method for looking up sales orders and invoices— sorted by the customer, then the customer purchase order number, and then by the sales order or invoice number. The report displays the following fields:

  • Customer ID
  • O. Number
  • Reference
  • Date
  • Description
  • Item Quantity
  • Item Subtotals

 

On Hand Detail Report   

This report displays detailed purchase information for inventory items that have a LIFO or FIFO costing method. The information in this report can be used to show how inventory has been valued. The On Hand Detail report displays the following fields:

  • Item ID
  • Item Description
  • Receipt Description
  • Reference
  • Receipt Date
  • Quantity
  • Unit Cost
  • Amount

 

Production Schedule

This report displays the assembly items on open sales orders, and is sorted by the Ship By Date. This report is designed to help you meet shipping deadlines by showing which assembly items need to be manufactured, and the order in which they need to be shipped. The report displays the following fields:

  • Ship By Date
  • Sales Order No
  • Customer ID
  • Customer Name
  • Item ID
  • Description

 

Stock Status by Location

Stock Status report, but includes the current quantities on sales orders and purchase orders in addition to the current quantity on hand. It also shows the history of the item (the quantity sold, received, and adjusted in the specified date range). The report displays the following fields:

  • Location
  • Item ID
  • Qty Received
  • Qty Sold
  • Qty Adjusted
  • Current Qty on PO
  • Current Qty on SO
  • Current Qty On Hand

 

If you would like to learn more about premium Crystal Reports in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class, as well as a Crystal Reports for Sage 50 class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Premium Crystal Reports in Sage 50 and Sage 50cloud

Units of Measure (U/M) in Sage 50

How do you use units of measure in Sage 50? What are units of measure in Sage 50 used for?

The Maintain Units/Measures window allows you to set up new units/measures (U/M), other than the Stocking U/M, for purchasing or selling inventory items. In this window, you can set up new units/measures, change the ID for, and delete existing units/measures.

Note: You can access this window only if you have selected the option to Enable Multi-Packs and buying and selling items in different units/measures in the Inventory Item Defaults window.

If you purchase or sell items in bulk or in multi-pack units, create new units/measures to accommodate bulk sales or purchases. This saves you time because you won’t have to enter a new item for each unit/measure of an item that you buy or sell. By creating a new unit/measure based on the stocking unit, you can purchase and sell the multi-pack unit and the single units contained in the multi-pack.

You can set up as many units/measures as you need, but you can only assign two U/Ms to an inventory item: one for sales and one for purchases.

 

If you would like to learn more about Units of Measure in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 24, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Units of Measure (U/M) in Sage 50

Item Multi-Packs in Sage 50

How do you use item multi-packs in Sage 50? What are item multi-packs in Sage 50 used for?

The Item Multi-Packs window allows you to assign additional units/measures to an inventory item, thereby creating a multi-pack. You can access this window by selecting the U/M button, which is located next to the Stocking U/M field in the Maintain Inventory Items window. In the Item Multi-Packs window, you can do the following:

  • change the Stocking U/M
  • allow items to be purchased or sold in a unit/measure other than the Stocking U/M, or multi-pack
  • assign a U/M, weight, and UPC/SCC code for multi-packs that you purchase
  • assign a U/M, weight, and UPC/SCC code for multi-packs that you sell

You can assign two units/measures in addition to the Stocking U/M to an inventory item: one for purchases and one for sales. When you purchase or sell items in units/measures that you have set up in Maintain Units/Measures, the subsequent item, when purchased or sold, is referred to as a multi-pack. Multi-Packs in Sage 50 are simply any inventory item that has been assigned a unit/measure other than the Stocking U/M. The resulting item, usually a box or a pack, contains more than one stocking unit of the inventory item.

Because you can only assign two units/measures to an inventory item, you should select the unit/measure in which you usually purchase or sell the item. For example if you buy in bulk but sell in single units, select the bulk unit in this window. After you have assigned purchasing and sales units/measures to an inventory item, you will be able to select the U/M for line items on the following windows: Quotes, Sales Orders, Sales/Invoicing, Receipts, Credit Memos, Select For Purchase Orders, Purchase Orders, Purchase/Receive Inventory, and Payments.

 

If you would like to learn more about Item Multi-Packs in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

January 23, 2019 Sage 50 Accounting, Sage 50c, Training Comments Off on Item Multi-Packs in Sage 50
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