User manual ACCPAC ERP 5.6A BROCHURE

[. . . ] Sage Accpac ERP 5. 6A What's New © 2009 Sage Software, Inc. Sage, the Sage logos, and all Sage Accpac product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. , or its affiliated entities. Publisher Contents Changes and New Features in System Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Dramatically Improved Program Installation and Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [. . . ] List adjustments separately from the transactions to which they were applied. When you select Adjustment (in the Select Transaction Types section of the report form), adjustments are listed as separate transactions on the report. If you select the option to show applied details, they also appear with the documents to which they apply. · Choose whether to print aged retainage amounts for each vendor, if you are printing the report by due date. Also, miscellaneous payments now appear on the report with "MC" as the document type (or applied type), so they are easier to identify. Changes and New Features in Accounts Receivable Powerful, Integrated Inquiry Forms In Accounts Receivable 5. 6, we have integrated three powerful inquiry forms that used to come with AR Inquiry, a separately licensed product. 12 Sage Accpac ERP Extended Enterprise Edition Changes and New Features in Accounts Receivable Customer Inquiry replaces the Customer Activity form We have replaced the Customer Activity form with a new Customer Inquiry form. Information that you used to find on the Customer Activity form is available on various tabs on the Customer Inquiry form. You now view: · · · · · Activity information on the Activity/Stats tab on the Customer Inquiry form. Aged amounts, together with balance information, on the Credit Status tab. Information about receipts on the Receipts tab, and information for refunds on the Refunds tab. Information about pending transactions on the Pending tab. Like the Customer Activity form, the Customer Inquiry form lets you view document history, and it lets you drill down from its Documents, Receipts, and Refunds tabs to original entries. Moreover, Customer Inquiry provides additional capabilities, including: · · Separate tabs, with drilldown, for adjustments and recurring charges. Document details and application history that you can view on the same tab. Customer Inquiry also lets you open the Document Inquiry form to view comprehensive information for a selected document, including ship-to information, taxes, and exchange rates. If you use Order Entry version 5. 6, separate tabs for O/E orders, O/E invoices, and O/E sales. You can drill down from order numbers and shipment numbers on these tabs to view the original order or shipment in the Order Entry program. You can double-click any item number that appears on the OE Sales tab or on an IC-related tab to view the item record in Inventory Control. Together with the transaction-related tabs, Address, Tax/Sales, Comments, Optional Flds. , Ship-To, Activity/Stats, and Credit Status tabs provide a ready reference to all the information available in Accounts Receivable for a selected customer. · · · You can choose which tabs you want to display or hide, and then save your settings for the next time you use the form. Document Inquiry A new Document Inquiry form displays all the information for a specified document, including all transactions that are applied to the document. What's New in Version 5. 6 13 Changes and New Features in Accounts Receivable The Document Inquiry form also lets you open the Customer Inquiry form to view information for the customer associated with a document. You can also drill down to Document Inquiry from Customer Inquiry and from all A/R transaction-entry forms. If you use Order Entry version 5. 6, you can drill down from order numbers and shipment numbers in Document Inquiry to view the original order or shipment in the Order Entry program. Customer List The new Customer List is a powerful, flexible reporting tool. It lets you apply a wide selection of criteria, including optional fields, to produce a variety of reports to suit different needs. For example, you can: · Print a report of customers with amounts overdue for collections purposes. You can age the report by due date or by document date, and you can specify whether to filter the report results by credit limit. Produce a list of customers by territory and customer group for a marketing campaign. [. . . ] This option is available only if you select the option Match Credit Note To Invoice. Improved Validation in RMA Authorizations Setup The Authorizations form checks the Authorized By User ID against existing RMA Templates. You cannot delete the Authorized By User ID if the user is currently specified in an RMA template. Enhanced Return Authorization Entry Version 5. 6 includes the following enhancements to Return Authorization Entry: · · · · We have added a new Customer tab that includes key information from the A/R customer record. Charge field, then leave the field. 26 Sage Accpac ERP Extended Enterprise Edition Changes and New Features in G/L Consolidations b. If the I/C item record specifies an alternate item, a message appears asking whether you want to view alternate items. [. . . ]