October

One Utility Every MAS90 User Must Have: Customer / Vendor History Re-Calculation

Posted By: Wayne Schulz - Contact the author

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Beginning with version 4.1 of Sage MAS 90 and MAS 200 the customer master file holds detailed monthly sales totals. In prior versions this data was only retained for one period using a PTD designation. This new level of detail is helpful to companies who are asking “what sales volume did my customer have last year during the month of February”.

This new feature works exceptionally well except that when MAS90 converts data it will lump most of the totals together in prior years to the last fiscal period. Instead of separating out the historical detail it creates lump sums for conversions. Moving forward the details are tracked apprpriately.

Thankfully Randy Marion at Martin and Associates came up with what must be the worlds most helpful utility. His software does one thing. It recalculates prior history for both customers and vendors and places those totals into the correct monthly column on the respective master file.

As with any recalc process, it is advisable to create a backup prior to execution of this utility. Additionally, it is advisable, but not mandatory, to rebuild the keys of the following list of files for EACH company prior to execution. An exception to this rebuild recommendation is if this data is freshly or recently converted from any version with legacy (.SOA) file structure.

The utility is simple to install and use. Move on program file into the SOA folder, execute it by logging into MAS 90, running Syzcon and run
“arapfxv2”. It’s that easy. I’ve done this dozens of times with clients. Never an error message. The utility runs smoothly each and every time.

This utility is must have that can be used by resellers during an upgrade to correctly display various sales and purchase history for data acquired prior to version 4.10 or 4.2 in Sage MAS 90 or 200 ERP. This tool recalculates data in Accounts Receivable and Accounts Payable to correctly reflect Sales and Purchase istory. This is accomplished by scanning all the appropriate history files and accumulating the various totals in the proper fiscal periods and years.

Price: $ 795 with no maintenance

Summary: Nice to see software that is bulletproof, runs fast, works as designed and saves a company hours of manual labor.

Link: Customer Sales – Vendor Purchase History — Product Manual

What I Like:

It just works – no error messages or un-needed complexity
Fast
Accurate
Saves hours of manually computing totals
Can be run on multiple companies
No ongoing maintenance

What Could Be Improved:

I’ve already asked Randy to build one that recalculates 1099 payment totals

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About Wayne Schulz

Wayne is a Sr Consultant who has worked with Sage MAS 90 and MAS 200 since 1986. He provides technical support to companies located throughout the United States on all versions of MAS90 and MAS200. Contact him on Twitter or Facebook or email wayne@s-consult.com. Review a list of all Schulz Consulting Prior MAS90 News Post Archives here. The views expressed on this site are solely those of the author and do not reflect the opinion or position of any other person or company. We are NOT in the business of providing tax, accounting or audit advice and you are advised to consult with your tax professional in such matters and not to rely on any information here as authoritative tax, technology or accounting advice.

Filed Under MAS90, MAS90 Tips and Tricks, Sage software