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Sage MAS 90 Version 4.3 Installation and Administration

1. B 3 To require passwords that are at least eight characters in length include both letters and numbers and do not include repeating characters select the Require all User Passwords to be System Defined Strong Passwords check box 4 To include a minimum length on passwords select the User Defined Passwords must be of a Minimum Length check box and type a minimum number of characters needed for passwords 5 To require all users to change their password after a number of days select the Force Password Change After a Set Number of Days check box and type a number of days 100 Sage MAS 90 Installation and System Administrator s Guide SETTING SYSTEM PREFERENCES Requiring a Logon and Password 6 To enable intruder detection select the Lock Out User After a Set Number of Invalid Logon Attempts check box and then type the number of attempts you will allow before a user is locked out of the system cannot attempt to log on anymore A owls 7 To specify an optional lockout duration select the Unlock User After a A ee 4 Set Number of Minutes Elapse from the Last Invalid Logon check box user locked out by and type the amount of time you want the lockout to be in effect After intruder detection the amount of time has passed the user can attempt to access the can attempt to log system back onto the system only ifthe ei ae Keg System Configuration ABC 5 31 2010 OCKed CNeCK DOX IS cleared in the User Registered Cu
2. Accept Cancel Delete p 8 Enter a Start Date and Expiration Date for each role to start and end for the selected company if required a NOTE 9 Click the Preferences tab and select user specific preferences for the user If you have multiple and click Accept For more information see Setting Additional User roles assigned to a user the role with Preferences for Security on page 95 the most access takes precedence Sage MAS 90 Installation and System Administrator s Guide 93 Chapter 10 Performing System Startup Copying a User You can create a new user from an existing user You can copy information including roles and preferences To copy a user 1 Use any of the following methods to open the User Maintenance window e Inthe Administrative Tools screen click User Maintenance e Inthe Manage Your System screen click Define Users and Security Access e Select Library Master Main menu gt User Maintenance 2 In the User Maintenance window enter a new user logon ER User Maintenance ABC 5 31 2010 User Logon fin F OLORO FirstName Last Name Egi User Code f Password Confirm Password Customization Group Expires 1 Maintenance 2 Preferences Company Stat Date Expiration Date C User Account Locked Accept Cancel Delete E a 3 Click Copy 9 Sage MAS 90 Installation and System Administrator s Guide SETTING ADDITIONAL USER PREFERENCES FOR SECURITY S
3. 64 Sage MAS 90 Installation and System Administrator s Guide STARTING THE SOFTWARE WITH NO SECURITY Edit Default User Settings You can perform the following tasks from the Manage Your System screen E NOTE e Create and activate companies see Creating and Activating Companies You must create on page 68 and activate at least one company e Enable security by defining roles for your users creating users and on assigning users to roles see Setting Up Roles and Users for Security on modules page 86 Edit Default User Settings If you do not have security enabled all users are assigned a Default user and role You can edit the preferences for the Default user and role To edit the default user settings 1 Select Library Master Setup menu gt System Configuration Note 2 Inthe System Configuration window click Dflt User The User The Pref i ae don a Maintenance window appears with the Preferences tab in view tab is the only tab you can access in User Maintenance if you do not have security enabled User Logon Dal 000 FirstName Last Name 1 User Code Password Confirm Password J Customization Group Expires R User Maintenance ABC 5 31 2010 DEK 1 Maintenance 2 Preferences Automatic Logoff Automatic Logoff Delay in Minutes Implied Decimal Point Use Graphic Report Format Low Speed Connection Partial Lookup Default Lookup Limit for Initial Display
4. Restrict Accounting Date to Current and One Future Period Accept fencer Delete le e 3 To display the user logon of the user generating a report or listing on all reports select the Print User Logon on Reports check box 110 Sage MAS 90 Installation and System Administrator s Guide UNINSTALLING MODULES 4 To default to the workstation s default printer when printing reports such as the General Ledger Detail Report with the STANDARD report setting select the Use Workstation Default Printer for STANDARD Report Setting check box Clear this check box to save a specific printer as the default for the STANDARD report setting in the report windows 5 To default to the workstation s default printer when printing forms such as sales orders with the STANDARD form code select the Use Workstation Default Printer for STANDARD Form Code check box Clear this check box to save a specific printer as the default for the STANDARD form code in the form windows a NOTE 6 To allow the company to be accessed externally through the company s eran Dead objects such as VBScript JavaScript or other programs that are not check box is based on Sage MAS 90 select the Allow External Access check box required for the integration between 7 To change the location of the Payroll folder for security reasons click n A le Change Data Location and type the path of the new location The data A location is company specific and not module spe
5. Manage Your System Click an icon below to access the indicated task For mare detaled information oes features and other features of Sage Create and Manage Your Sage MAS 90 Companies MAS 90 run the Tutorial using the link Before you use your system be sure to set up a company using below You can access the Tutorial at Company Maintenance After your company information and any time from the Desktop Help menu preferences are set up click Activate in Company Maintenance to Ar create data files for each ofthe modules you want to use i If security is not y Launch the Tutorial Create and Maintain User Roles enabled the After creating the data files define roles that reflect the job You can also click the help links below Manage Your A functions for the employees in your organization using Role tor additional information Maintenance Roles limit access to tasks and determine the System ral security permissions allowed within your system W Create and Activate a Company r r appeals O a Define Users and Security Access Set Up Security users until the ras AA RE m as A users to your system and assign roles to users in User x Don t Show This Maintenance Assigning roles to users provides access and q Dotes an Screen Again security permissions only to the tasks needed for your employees to perform their jobs W Create Users and Assign Roles check box is selected Dont Show This Screen Again
6. Sage MAS 90 Installation and System Administrator s Guide 83 Chapter 10 Performing System Startup Converting Data Files to the Current Level If you are upgrading your system from Level 3 x and have migrated your system files using the Migrate Level 3 Data wizard you must now convert the migrated data to the current level using Company Maintenance 7 Note Data files for all modules are converted for the selected company and are gt ann placed in the following folder ayroll files in a separate folder for security For more C Program Files Sage Software MAS 90 Version4 MAS90 MAS_XXX information see where XXX is the company code Modifying Company Preferences on page 110 Converting Data Files To convert data files to the current level 1 Use any of the following methods to open the Company Maintenance window e Inthe Administrative Tools screen click Sage MAS 90 Company Maintenance e Inthe Manage Your System screen click Create and Manage Your Sage MAS 90 Companies e Select Library Master Main menu gt Company Maintenance 2 Inthe Company Maintenance window at the Company Code field enter a company code or click the Lookup button to select a company to convert data files for Only companies that have been migrated appear in the Company List window 84 Sage MAS 90 Installation and System Administrator s Guide CONVERTING DATA FILES TO THE CURRENT LEVEL Converting Data Files 3 Click Convert ik
7. Setup and Library Master plus an additional 15 to 25 MB for each module An additional 400 MB of disk space is required to install the Crystal Reports Designer 5 To successfully install Sage MAS 90 on Novell NetWare servers see Considerations for Installing on a Novell NetWare Network on page 25 6 If you are installing the StarShip Link module refer to the following PDF documents on the StarShip CD ROM MAS90_200 pdf and User s_Guide pdf for detailed instructions including how to set up the StarShip Server Sage MAS 90 Installation and System Administrator s Guide 113 Appendix A Checklists 7 To use the Unified Logon feature you must specify a share point or drive mapping to the server installation during Workstation Setup The same path used by the ODBC driver is also used to validate the user logon If the Use Unified Logon check box is selected in the Library Master System Configuration window you must have a valid path specified or you will not have access to the software If the Use Unified Logon check box is selected and the path is not specified you will be prompted for a user account and password even if an NT logon account is provided 7 Note 8 Crystal Reports must be installed on the computer from which You can only run modifications to forms and reports will be made You can install one version of Crystal Reports on Crystal Reports on up to two workstations Review the Install pdf your system document which ca
8. Using the Crystal Report Conversion Wizard The MAS Crystal Report Conversion Wizard converts prior versions of Sage MAS 90 Crystal Reports to the latest data dictionary revisions and Crystal Reports format A NOTE 1 From the MAS90 Home folder locate and double click i oe mascrew exe Click Next The MAS Crystal Report Conversion access a Crystal Wizard appears Report created using a level of a Sage MAS 90 prior MAS Crystal Report Conversion Wizard to version 4 30 Welcome to the MAS Crystal Report Conversion Wizard This wizard allows you to convert your MAS Crystal Reports to use the new MAS data dictionary To continue this wizard click Next Jet coc Sage MAS 90 Installation and System Administrator s Guide 121 AppendixC Converting Sage MAS 90 Crystal Reports from a Prior Version 2 Inthe Choose a Data Source window click Configure MAS Crystal Report Conversion Wizard Choose a Data Source The Conversion Wizard needs access to a valid data source in order to verify the changes made to each report Data Source Providex SOTAMAS90 Y Configure User ID Password 3 The ProvideX ODBC Driver Setup window appears At the Database Directory field verify the path Click OK KA ProvideX ODBC Driver Setup Basic Server Logon Options Debug About Data Source Name Description mas 904 0 ODBC Driver Database Director Typhoon MAS200 430 MAS3O This directory sho
9. as Administrator or they need to perform their job functions have a role assigned to youthat For the General Ledger Library Master Accounts Payable Accounts a Receivable Bank Reconciliation Business Insights Customizer e Business Manager Return Merchandise Authorization and Sales Order modules security can be further refined by assigning Create Modify Remove or View permissions to maintenance tasks or by setting Update or Print Only permissions to update tasks For setup tasks permissions can be set to Modify or View Additionally some module options such as allowing batches to be merged can be allowed or restricted Defining roles is considered the first step in enabling security for your system Before you define roles in your system determine the functional roles needed for your organization To define roles Note 1 Use any of the following methods to open the Role Maintenance Library Master window tasks are not company specific u F e Inthe Administrative Tools screen click Role Maintenance e Inthe Manage Your System screen click Create and Maintain User Roles e Select Library Master Main menu gt Role Maintenance 2 Inthe Role Maintenance window at the Role field type the name of the role for example AP Clerk and press the ENTER or TAB key Sage MAS 90 Installation and System Administrator s Guide 87 Chapter 10 Performing System Startup 3 At the Description field type a descriptio
10. different types of information The NoTE symbol is followed by additional A information about a topic The WARNING symbol is followed by information to help you avoid costly mistakes Sage MAS 90 Installation and System Administrator s Guide 1 l Chapter 1 Introduction Text Conventions The following table describes the text conventions used in this manual Text Convention Explanation Menus Menus are shown in this format Select menu gt menu task name Examples e Select File gt Change Company e Select General Ledger Budget menu gt Budget Maintenance Bold font Indicates text entered at a field or text selected at a field Examples e At the Value field type a search value such as 01 for the lookup e In the Filter window to delete a filter select lt none gt at a filter s Column field Italic font Indicates references to other manuals Example e For more information refer to your Getting Started Guide 2 Sage MAS 90 Installation and System Administrator s Guide Chapter P Getting Started Overview of System Startup Before you can install Sage MAS 90 System Setup Library Master and any of the Sage MAS 90 modules your hardware must be properly configured and the appropriate operating system software must be fully installed and operational In addition you should also calculate the total disk storage requirements for each module to be installed Installing
11. program This option is required e Run Workstation Setup Select this option to install the Workstation Setup program to local workstations Workstation Setup can also be run from the Sage MAS 90 installation This option is required for all workstations For more information see Workstation Setup on page 18 e Install Federal and State eFiling and Reporting Select this option to install Federal and State eFiling and Reporting which allows you to print and electronically file your payroll tax forms as well as your 1099 forms using signature ready plain paper tax forms This option requires the Accounts Payable and or Payroll modules For more information see Installing Federal and State eFiling and Reporting on page 35 7 Note Install e Business Manager Web Engine Select this option to install the lr e We Web Engine This option requires the e Business Manager module Engine refer to 4 a i your e Business Install Acrobat Reader Select this option to install Adobe s Acrobat Manager Reader Acrobat Reader is required to view the online Getting Started Installation Guide Guide the module report samples and module overview PDFs in the Help system 6 Sage MAS 90 Installation and System Administrator s Guide INSTALLATION PROCESS Running the Sage MAS 90 Setup Program Running the Sage MAS 90 Setup Program To run the Sage MAS 90 Setup program 1 On the Sage MAS 90 Autorun screen click Install MAS 90 The Setup program
12. 127 4 Sage MAS 90 Installation and System Administrator s Guide INSTALLATION PROCESS Installing Sage MAS 90 Installing Sage MAS 90 To begin the Sage MAS 90 installation 1 Start Windows if you are installing to a Windows server run the Setup program from the Windows server not from a workstation connected to the server 2 Close all other programs before beginning the installation process In addition temporarily shut down antivirus antispyware and script blocking applications 4 NOTE i 3 Place the Sage MAS 90 CD ROM in the CD ROM drive of the ou are Install n P ee MAS 90 10 2 workstation or server to which you are installing Sage MAS 90 server map a drive letter to that server If Autorun is enabled on the workstation the Sage MAS 90 Autorun or install at the screen appears otherwise select Windows Start menu gt Run and type SEINE D AUTORUN EXE where D is the CD ROM drive SAGE MAS 90 software MAS 90 Installation CD Install MAS 90 Run Workstation Setup Install Federal and State eFiling and Reporting Install e Business Manager Web Engine Install Acrobat Reader Browse CD Support sagesoftware com Sage MAS 90 Installation and System Administrator s Guide 5 Chapter 2 Getting Started There are several options available on the Sage MAS 90 Autorun screen for installing Sage MAS 90 components e Install MAS 90 Select this option to install the Sage MAS 90 Setup
13. 3 Module Options 4 ODBC Security J MAS 90 O Accounts Payable O Allow Access to Private Batches O Allow Editing of History Data in Vendor Maintenance O Allow Editing of Statistic Data in Vendor Maintenance O Allow Purging of Vendor Audit O Allow Updating of Journals from Preview O Allow User Access to Remove Voided Checks O Accounts Receivable O Bank Reconciliation Bar Code O Bill of Materials Business Insights Accept Cancel Delete la 2 9 On the Module Options tab select the check boxes next to the options for which you are allowing access to 10 Click Accept and repeat this procedure for each role you want to define After defining all roles for the system you can create users and then assign these roles to users For more information see Creating Users and Assigning Roles on page 91 90 Sage MAS 90 Installation and System Administrator s Guide SETTING UP ROLES AND USERS FOR SECURITY Creating Users and Assigning Roles Creating Users and Assigning Roles Defining a user includes setting up a logon and password assigning access to specific companies and assigning a role or multiple roles to the user Creating the first user logon and password restricts the entire system to only that individual who has a user logon and password A user account can be defined with an expiration date to lock the user out of the system after a certain amount of time You can also define start and end da
14. Accounts Payable Accounts Payable Setup Wizard 7 Note The Accounts Payable module includes an Accounts Payable Setup Wizard Set our sales ee eles that you must perform to convert your existing companies and account tax codes sales tax classes andsales Structure tax schedules in Library Master The Accounts Payable Setup Wizard provides several pages of questions before beginning and options that aid you in quickly setting up the Accounts Payable Accounts Payable rae u System Startup Module for new companies you must complete this wizard and additional procedures before using the Accounts Payable module Data You Need Before beginning Accounts Payable System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e Your bank account number s for the checking accounts used by Accounts Payable e A list of standard payment terms offered by your vendors e A list of your vendors including address and phone numbers e A list of all unpaid invoices to be processed To obtain correct information from your Accounts Payable module you must first bring it up to date with your existing accounts payable system This is true whether you are using a manual system or a different computerized accounts payable system 128 Sage MAS 90 Installation and System Administrator s Guide ACCOUNTS PAYABLE Conversion Process Complete the following process to ensure that your sy
15. BAR CODE 6 Enter all outstanding checks from your last reconciled bank statement using Check Deposit and Adjustment Entry If checks are already being processed through the Accounts Payable or Payroll module these outstanding checks should be checks that were updated in the check update process but are not shown on the last bank statement On the Check tab clear the Cleared check box when these checks are recorded 7 Enter all outstanding deposits or adjustments those not shown on the bank statement in Check Deposit and Adjustment Entry If deposits are being processed through the Accounts Receivable module these outstanding deposits should have been updated but not shown on the last bank statement On the Check tab clear the Cleared check box when these deposits and adjustments are recorded Print the Bank Reconciliation Register to verify the accuracy of the information entered If the information on the register is correct your bank reconciliation system is now ready to use Bar Code Data You Need Before beginning Bar Code System Startup create and have available the folder names that will be used for importing files from the handheld computer Bill of Materials Data You Need Before beginning Bill of Materials System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e A single level bill of materials listing for all bills you want to maintain e An
16. Benefits Register If adjustments are necessary access individual employee records in Employee Maintenance 14 In the Payroll Options window select the General Ledger check box This allows all future payroll processing to post to the general ledger You have now converted the payroll system and are ready to begin routine processing activities 146 Sage MAS 90 Installation and System Administrator s Guide PURCHASE ORDER Purchase Order Data You Need Before beginning Purchase Order System Startup have the following information available for use e Your General Ledger Chart of Accounts e A list of miscellaneous charges you commonly pay e A list of vendor quantity discount rates you use for inventory items e A list of all addresses to which you have orders shipped e All open purchase orders and back orders e All receipts invoices returns and material requisitions as of your last closed accounting period To obtain correct information from your Purchase Order module you must first bring it up to date with your existing purchase order system This is true whether you are currently using a manual system or a different computerized purchase order system Conversion Process Complete the following process to ensure that your current accounting system is in balance These steps should be performed after System Startup and after adding all of your purchase orders to the Purchase Order master file To convert your existing pur
17. Company Name ABC Distribution and Service Corp i 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Company Information Address E Telephone Fax Federal ID No State ID No URL Address E E mail Address jz Trade Name Activated Modules Module Data Level Use as Default Company for Server Settings Accept Cancel Delete a 4 Click Activate to activate one or more modules 5 You are prompted to save the new company first Click Yes Sage MAS 90 Installation and System Administrator s Guide 69 Chapter 10 Performing System Startup E NOTE The demo data company codes are automatically created and activated if they were selected during the installation process Activated modules appear in the Activated Modules section of the window 6 N In the Activate Module window select the module s to activate and click Proceed This process creates data files for each selected module for the company T Activate Module ABC Distribution and Service Corp ABC Module Common Information Business Insights General Ledger Accounts Receivable Accounts Payable Payroll Inventory Management Sales Order Purchase Dider The Company Maintenance window appears again after the activation process is complete Verify that the modules you selected to activate appear in the Activated Modules sect
18. Free 800 455 1368 Fax 949 583 0649 Fax 404 841 6243 www blytheco com solutions blytheco com Complete Sage Software Solutions Sage MAS 500 o Sage MAS 200 Sage MAS 90 Sage BusinessWorks Sage SalesLogix CRM ACT by Sage Sage ABRA HRMS Sage FAS Sage MIP Fund Accounting amp Fundraising Offices in these cities amp states Atlanta GA o Chicago IL Los Angeles CA o Orange County CA o Tampa FL Colorado Minnesota Missouri New Jersey Ohio Oklahoma Pennsylvania o South Carolina o Tennessee o Texas Washington 156 Sage MAS 90 Installation and System Administrator s Guide
19. Inventory Management Detail Transaction file The Inventory Adjustment account in each item s product line is used to offset the Inventory account posting unless the General Ledger check box is cleared in the Inventory Management Options window during the update process 8 Perform the physical inventory process to update the quantity on hand information in inventory This step should be performed after all material issue transactions have been recorded for open work orders You have now converted the work order system and are ready to begin using your Work Order module 152 Sage MAS 90 Installation and System Administrator s Guide A accounting date restricting to current and one future period 104 setting from system date 102 setting prompt for 102 Accounts Payable conversion process 129 data you need 128 Accounts Receivable conversion process 132 data you need 131 activating a company 68 adding public tasks 108 administrative tasks performing 67 architecture of Sage MAS 90 and SageCRM 200 integration 46 Bank Reconciliation conversion process 134 Bar Code data you need 135 Bill of Materials conversion process 136 data you need 135 c CD ROM installation System Setup 5 checklists post installation 115 pre installation 113 companies migrating 78 company activating 68 coping 71 creating 68 modifying preferences 110 converting Crystal Reports from a prior version 121 data files 84 converting to a Sage MAS 90 s
20. Japanese Airlines JAL Enable TCP IP Client Reversals I Enroute M Nine omer Hatabece Sere FT sce Prompt for Visa Bill Payment N Private Label Cards rd E r Use Default Processor r E Vv i Sage MAS 90 Installation and System Administrator s Guide 41 Chapter8 Setting Up Credit Card Processing 7 The Advanced Configuration Setup window appears Select the Use TCP IP Connection check box in the TCP IP Communications section The Local Port Number defaults to 31419 You can change this to any port number that is not currently in use on this workstation by another application Do not use ports under 1024 These ports are reserved for common services such as HTTP SSL and SMTP Consult your System Administrator to verify there are no port conflicts occurring on the machine to which you are installing the Payment Server Write down the port number if you change it so that it can be recorded in Sage MAS 90 lt Advanced Configuration Setup Timer Setup OK Queue Timer Interval 00 50 Seconds Multi trans Wait K Cancel TCP IP Communications IV Use TCP IP Connection Local Port Number 31419 8 Configure the Sage MAS 90 component so the applications can communicate with the PCCharge Payment Server 42 Sage MAS 90 Installation and System Administrator s Guide PCCHARGE PAYMENT SERVER Installing the PCCharge Payment Server 9 The PCCharge Payment Server is not accessi
21. Sage MAS 90 including the Customer Relationship Management module e Sage MAS 90 and 200 Integration Engine This guide provides specific instructions for installing Sage MAS 90 the Customer Relationship Management module and the Sage MAS 90 and 200 Integration Engine For information about installing SageCRM 200 refer to your SageCRM 200 administrator s guide For information about installing Sage MAS 90 and 200 Integration refer to your Sage MAS 90 and 200 Integration Installation and System Administrator s Guide These documents can be viewed from the SageCRM for MAS 90 and 200 CD ROM 48 Sage MAS 90 Installation and System Administrator s Guide INSTALLING THE SAGE MAS 90 AND SAGECRM 200 COMPONENTS Installation Process Installation Process The installation process below describes all the procedures that must be performed to install the integration between Sage MAS 90 and SageCRM 200 1 On the SageCRM server install the SageCRM 200 software provided on the SageCRM for MAS 90 and 200 CD ROM For more information refer to your SageCRM 200 administrator s guide and the Pre Installation Checklist in your Sage MAS 90 and 200 Integration Installation and System Administrator s Guide 2 On the SageCRM server install the Sage MAS 90 and 200 Integration software provided on the SageCRM for MAS 90 and 200 CD ROM For more information refer to your Sage MAS 90 and 200 Integration Installation and System Administrator s Guide 3 Log
22. Sage MAS 90 Installation and System Administrator s Guide POST INSTALLATION CHECKLIST Post Installation Checklist 1 If you are installing the software on a network you must run the Workstation Setup program on each workstation 2 To run MS Script links you must have the Microsoft Windows Script Host processor on your system For information on installing the MS Windows Script Host processor refer to the Microsoft Download Center Web site 3 If security is enabled you should create a role for all tasks you would like to secure for example Master Console and the Library Master Utilities menu 4 If you are installing the integration with SageCRM 200 you must install both Sage MAS 90 and the Sage MAS 90 and 200 Integration Engine For more information see Integrating Sage MAS 90 with SageCRM 200 on page 45 5 If you are installing Federal and State eFiling and Reporting you must install it on each Sage MAS 90 workstation For more information see Installing Federal and State eFiling and Reporting on page 35 Sage MAS 90 Installation and System Administrator s Guide 115 Appendix A Checklists 116 Sage MAS 90 Installation and System Administrator s Guide Appendix Sage MAS 90 Security Permissions The information in this appendix provides the minimum Share and NT File System NTFS permission settings for servers and workstations to work properly with Sage MAS 90 This appendix also provides procedures for setting per
23. The InstallShield Wizard has installed Sage MAS 90 y A N If you have Level 3 x data to migrate to this installation use the Migrate Level 3 Data task on the Library Master Utilities menu CG NOTE After installing Sage MAS 90 apply any available Service Packs or Service Updates Service Packs and Service Updates are available on the Sage Software Online Web site software Sage MAS 90 Installation and System Administrator s Guide 15 Chapter 2 Getting Started Reinstalling If you previously installed a 4 x version of the software the following window appears after the Welcome page You can install over an existing version 4 x installation or install a new copy of the software Installing over an existing 4 x version of the software streamlines the installation process Sage MAS 90 InstallShield Wizard Setup has detected one or more instances of this application already installed on your system You can maintain or update an existing instance or install a completely new instance Install a new instance of this application Maintain or update the instance of this application selected below Display Name Install Lo Sage MAS 90 C Program Files S age Software MAS 90 Version4 MAS90 C Progre Selecting Installation Options 1 Select an installation option e If you are installing over an existing version 4 x installation select Maintain or update the instance of this application sel
24. To create a public task folder and public tasks 2 Type a name for the public task folder and press ENTER 3 Right click the folder and select New gt Task 4 Inthe Browse dialog box select the module the menu and then the menu task to add to the folder and click Open The task is added to the public tasks folder Tasks My Tasks sa El Cash Receipts Entry Cash Receipts Journal 5 To add more public tasks to this folder repeat steps 3 and 4 as necessary 6 To add an external program to the public tasks folder right click the public task folder and select New gt Program 108 Sage MAS 90 Installation and System Administrator s Guide CREATING PUBLIC TASKS 7 Inthe Browse dialog box click the Folder button and select the external program then click Open The external program is added to the public task folder Tasks My Tasks sa E Cash Receipts Entry E Cash Receipts Journal Calculator 8 To add more external programs to this folder repeat steps 6 and 7 as necessary 7 Note _ 9 You must exit the software and log back on for the new public folder to o be accessible You can access the public task folder from the My Tasks back on before they menu on the Modules Menu toolbar or the My Tasks tab can see the new public task folder You can also delete existing public task folders and modify existing tasks or program titles You can create an unlimited number of public task
25. a user at the User Logon field Sage MAS 90 Installation and System Administrator s Guide 95 Chapter 10 Performing System Startup 3 Click the Preferences tab and select the Automatic Logoff check box ik User Maintenance ABC 5 31 2010 User Logon ritt FirstName John gt Password SESSSSSS 00909 e LastName Smith o Confirm Password SS Customization Group al Maintenance 2 Preferences Automatic Logoff Automatic Logoff Delay in Minutes Use Graphic Report Format Partial Lookup Default Prompt for Company Code Implied Decimal Point Low Speed Connection Lookup Limit for Initial Display ENTER Key like TAB Key for Grid Display Reduction Amounts in Red DAR copo Bename UserCode JwS Expires Begins with gt Accept Cancel Delete a 4 Atthe Automatic Logoff Delay in Minutes field type the number of minutes that the system is to remain active before automatically logging off this workstation The maximum amount of time that can be specified is 999 minutes Click Accept After you save a user record th Confirm Password field disappear 9 Sage MAS 90 Installation and System Administrator s Guide e dollar signs in the SETTING ADDITIONAL USER PREFERENCES FOR SECURITY Locking Users Out Locking Users Out Another security feature is the option to lock users out of the system This procedure illustrates how to manually lock users o
26. access to modules tasks and security events such as creating a one sided journal entry If you elected not to enable security during installation you can do so at any time after installing the software After security is enabled it cannot be disabled although you can modify security preferences at any time from the Library Master module After installing the software a program group is created or a Start menu item under the Programs submenu is added Click the Sage MAS 90 Desktop icon in this program group to start the software Sage MAS 90 Installation and System Administrator s Guide 63 Chapter 10 Performing System Startup Starting the Software with No Security If you selected No Security during installation after starting the software the Manage Your System screen appears Although you currently do not have security enabled you can enable security by performing tasks from the Manage Your System screen If security is not enabled users are not required to log on to the system and all users in your system are assigned a default user and role Default users have access to all modules and tasks except security events If you elect not to enable security you can modify the default user preferences which apply to all users in your system For more information see Edit Default User Settings on page 65 Security is not required but you must create and activate at least one company before you can access any module
27. accessed by viewing the Module column and the Program column iy Master Console ABC 5 31 2010 User Lagan Defaukliser Station Name IRVE244 Active Users 1 Station User Company Module Program Acct Date HWND PID x IRVE244 DefaultUser ABC SYS Launcher 5 31 2010 3343324 3660 IRVE244 DefaultUser ABC SYS Master Console 5 31 2010 459972 3088 Sage MAS 90 Installation and System Administrator s Guide 107 Chapter 11 System Administrator Tasks Creating Public Tasks To access tasks quickly you can organize them into groups in public task folders that all users can access In addition to tasks you can also add desktop shortcuts and external programs such as Microsoft Word or Excel into a public task folder so that users can select and launch one of these programs without leaving the software E Even though public task folders are accessible to all users individual menu a ale e tasks within a task folder are still subject to the standard menu security o create public tasks tha ros system if one has been set up All company module menu and task assigned to your Testrictions assigned to users override all task folder assignments g y trict gned t de all task fold gnment user code must have the Allow public tasks for editing security eventtumedon 1 On the Sage MAS 90 Desktop click the My Tasks tab Right click the My Task area and select New gt Public Folder
28. and then click Next 5 Crystal Reports 10 for Sage Setup Select Installation Type Select the desired installation type EB BE Typical The most common application Features will be installed a This option is recommended For most users E Da Allows you to select which application features to install Se stint and where to install them Recommended For advanced users Destination Folder C Program Files Crystal Decisions 6 Click Next to begin the installation process ig Crystal Reports 10 for Sage Setup Start Installation Are you ready to have the Crystal Reports 10 for Sage Installation Wizard begin the install Press the Next button to begin or the Back button to re enter the installation information Sage MAS 90 Installation and System Administrator s Guide 33 Chapter 6 Installing Crystal Reports 7 A progress meter appears while the installation is in progress When the installation is complete the following window appears Click Finish to exit ie Crystal Reports 10 for Sage Setup Crystal Reports 10 for Sage has been successfully installed 34 Sage MAS 90 Installation and System Administrator s Guide Chapter P4 Installing Federal and State eFiling and Reporting Federal and State eFiling and Reporting Overview Federal and State eFiling and Reporting allows you to print and electronically file your payroll tax forms as well as your 1099 forms using signature ready plain pape
29. enter the path or click Browse and select the folder to search for reports that require conversion All Crystal Reports that have been previously converted or Crystal Reports that contain the current Sage MAS 90 version for example 4 30 as a keyword will not be selected for conversion Click Search to generate a list of reports Click Cancel to stop the search You can select individual or multiple reports within the listing to convert Select the report or press CTRL to make multiple selections Click Select All to convert all reports within the listing Click Clear to clear the listing To complete the conversion click Next MAS Crystal Report Conversion Wizard Select Reports Specify the directory you wish to locate reports in and click Search Then select the reports that you wish to convert Reports Path C Program Files Sage Software MAs 90 Version4 MA590 Browse Report Report Path Search APWOOLRPT C Program Files Sage Software MAS 90 Versiond Select All APWOO2 RPT C Program Files Sage Software MAS 90 Versiond _ C APWOO3 RPT C Program Files Sage Software MAS 90 WVersiond Geer APWOO4 RPT C Program Files Sage SoftwarelMAS 90lWersion41 APWFBAL RPT C Program Files Sage Software MAS 90 Version4 APWFBAZ RPT C Program Files Sage Software MAS 90 Version41 Apwfba3 rpt C Program Files Sage Software MAS 90 Version4 y 124 Sage MAS 90 Installation and S
30. folders and each folder can contain any number of tasks and programs Sage MAS 90 Installation and System Administrator s Guide 109 E Chapter 11 System Administrator Tasks Modifying Company Preferences For each company you can set a preference to print a user logon on all reports allow the company to be accessed externally and change the location of the Payroll folder To modify company preferences 1 Use any of the following methods to open the Company Maintenance window e Inthe Administrative Tools screen click Sage MAS 90 Company Maintenance e Inthe Manage Your System screen click Create and Manage Your Sage MAS 90 Companies e Select Library Master Main menu gt Company Maintenance 2 Inthe Company Maintenance window click the Preferences tab tk Company Maintenance ABC 5 31 2010 Company Code IN WOOD Convert Company Name ABC Distribution and Service Comp Hen Copy 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Miscellaneous Print User Logon on Reports Change Data Location Use Workstation Default Printer for STANDARD Report Setting Use Workstation Default Printer for STANDARD Form Code Allow Extemal Access Retum City Names in All Caps Data Location C Program Files Sage Software MAS S0 Version4 MAS9O MAS_ABC Payroll Data Location C Program Files Sage Software MASID Version4 MASSO MAS_ABC Date Settings Prompt for Accounting Date 7
31. hardware requirements based on which merchant you but only a few are using support SSL ee the 4 Contact VeriFone formerly GO Software Technical Support to activate your PCCharge Payment Server software this information is also included in the PCCharge Payment Server online documentation 5 Sage MAS 90 communicates with the PCCharge Payment Server using TCP IP This is not the default configuration If you did not configure TCP IP perform steps 6 through 7 40 Sage MAS 90 Installation and System Administrator s Guide PCCHARGE PAYMENT SERVER Installing the PCCharge Payment Server 6 To enable this configuration you must enable TCP IP support and establish a port on which the PCCharge Payment Server will be listening Start the PCCharge Payment Server and select Setup menu gt Preferences In the Preferences window click Advanced Preferences Configure System Options 1 oK Password for the system user ID Last Valid Year a MI Eee Advanced WARNING Any client applications using these settings must be re started in order for changes to take effect System Log Preferences r Cards Accepted WW Require Duplicate Transactions to be Forced Tal Prompt for CPS 2000 Qualifiers IV VISA IV Mastercard Magnetic Strip Verification sm 17 AMEX Do not process Post Auth if amount greater than Pre Auth E IV Discover F Diner s Club Display Transaction Elapsed Time T Caste Blanche Display Total Elapsed Time FT
32. on to SageCRM 200 as the administrative user Set up the SageCRM 200 system and create users One SageCRM 200 user must be created for each salesperson defined in Sage MAS 90 For more information refer to your SageCRM 200 administrator s guide 7 Note 4 On the Sage MAS 90 server install Sage MAS 90 see Installing Sage Before beginning the Sage MAS 90 MAS 90 on page 5 In the Sage MAS 90 Setup program select to install installation process the Customer Relationship Management module see Pre Installation Checklist on 5 After the Sage MAS 90 installation is complete install the Sage MAS 90 page 113 and 200 Integration Engine on the same server see Running the Sage MAS 90 and 200 Integration Engine Setup Program on page 50 6 Run the Sage MAS 90 Workstation Setup program on each workstation that will use the SageCRM 200 integration see Workstation Setup on page 18 Note _ 7 Setup your accounting system in Sage MAS 90 After setting up the e MAS oa Accounts Receivable and Sales Order modules set up the Customer be integrated with a Relationship Management module for each company you are separate integrating with SageCRM 200 The module setup process allows you to SageCRM 200 enter server parameters synchronize data between the two systems elect and establish relationships between Sage CRM 200 and Sage MAS 90 data For more information see Set Up Customer Relationship Management for a New Company in the Help system Sag
33. only access the tasks shown Role Maintenance tothe left Define and maintain security permissions for users e er jecause security is enabled you User Maintenance must bi ee Eko E Define and maintain user information including role assignments ore ie ee a s la System Configuration aes Frequently Asked F Edit system wide preferences and configuration settings MEStORS la Setting Up Unified Logon Change Administrator Password gt Change the Administrator password to access this dialog box software 66 Sage MAS 90 Installation and System Administrator s Guide STARTING THE SOFTWARE WITH STANDARD SECURITY Performing Administrative Tasks Performing Administrative Tasks You can perform the following tasks from the Administrative Tools screen E NOTE e Create and activate companies for new installations for more You must create information see Creating and Activating Companies on page 68 and activate companies and e Enable security by defining roles for your users creating users and ya for assigning roles to users for more information see Setting Up Roles and ereatingiusers Users for Security on page 86 e Set up system preferences for more information see Setting System Preferences on page 98 e Change your administrator password for more information see Changing Your Administrator Password on page 105 If security is enabled at least one company and one user must by created bef
34. permissions 117 setting accounting date from system date 102 prompt for accounting date 102 single user installations 45 Supported Platform Matrix 113 system files migrating 77 System Security creating user code 91 intruder detection enabling 101 lockout duration specifying 101 overview 86 System Setup CD ROM installation 5 System Startup converting to a Sage MAS 90 system 127 DOS environment 3 first time installations 7 overview 3 performing 63 Sage MAS 90 Installation and System Administrator s Guide 155 System Startup continued Windows environment 3 T Task Menu Maintenance 108 tasks creating public 108 U uninstalling modules 111 Sage MAS 90 and 200 Integration Engine 61 SageCRM 200 integration with Sage MAS 90 60 user code creating 91 enabling intruder detection 101 V Visual Integrator jobs migrating 80 W Windows 2000 Server installing 27 Windows environment installing 3 Windows NT Server installing 27 Windows Peer to Peer Network installing 29 Windows Server 2003 installing 27 Work Order conversion process 151 data you need 150 Workstation Setup Program location 18 overview 18 ruming 18 Sage Software Business Partner of the Year Regional Ofbces Orange County California Atlanta Georgia 23161 Mill Creek Drive 1100 Johnson Ferry Road Ste 450 Laguna Hills California 92653 Atlanta Georgia 30342 Phone 949 583 9500 Phone 404 841 6240 Toll Free 800 425 9843 Toll
35. workstations use Windows XP Professional Edition but one additional workstation is running Windows 2000 Professional this configuration is not supported e When running with more than two users the workstation acting as the server should be dedicated Running Sage MAS 90 on the server concurrently while other users are accessing Sage MAS 90 from their own workstations may result in instability and performance issues e A maximum of five users is supported when running in the peer to peer environment Sage MAS 90 Installation and System Administrator s Guide 29 Chapter 5 Considerations for Installing on a Windows Peer to Peer Network E NOTE For information about setting security permissions on operating systems see Sage MAS 90 Security Permissions on page 117 E NOTE Make sure the drive mapping is created so it remains persistent after restarting the workstation Generally this is accomplished by selecting the Reconnect at Logon check box in the Map Network Drive window at the workstation At the server create a share at a parent folder above the MAS90 folder Do not create the share directly at the MAS90 folder Every workstation will be required to map a drive to this share point If the server is running Windows XP Professional Edition and has Simple File Sharing enabled when creating the share select the Allow Network Users to Change My Files check box To verify if Simple File Sharing is enabled s
36. Accounts Payable Options window You can then distribute invoices to their respective accounts and no general ledger postings are made If you use this alternate procedure be sure to select the General Ledger check box again in the Accounts Payable Options window after the conversion process has completed and you have updated the Daily Transaction Register Sage MAS 90 Installation and System Administrator s Guide 129 AppendixD Overview of Application Startup 5 Print the Invoice Register The total shown on the Invoice Register should equal the total on the adding machine tape prepared in step 2 If it does not an error has been made Check your adding machine tape and Invoice Register return to Invoice Data Entry and make any necessary corrections Reprint the Invoice Register 6 Update the invoices 7 Print the Aged Invoice Report available on the Accounts Payable Reports menu and retain a copy of this report for your accounting files Again the total on this report should equal the adding machine tape total 8 Run Period End Processing by selecting Period End Processing from the Period End menu and then clicking Proceed 9 Reset the posting date to the first day of the current accounting period IN Warnine 10 Using Invoice Data Entry enter any invoices you have received since Ifthe General the last closed accounting period These invoices should not include Ledger check boxis any invoices entered in step 4 Post the dist
37. Company Maintenance ABC 5 31 2010 Company Code ABI Company Name ABC Distribution and Service Corp 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Company Information Address En Telephone Fax Federal ID No State ID No URL Address E mail Address Trade Name ts Activated Modules Module z Data Level E a General Ledger 4 30 Accept Cancel Delete e 4 Inthe Convert Module Data Files window click Proceed ik Convert Module Data Files WARNING Data entry files may be cleared Back up your data before converting The data for company ABC will be converted to version 4 30 C Convert Data tor All Companies 5 The data conversion complete message appears Click OK Data for the selected company has been converted to the current level Repeat this procedure to convert data for other companies Sage MAS 90 Installation and System Administrator s Guide 85 Chapter 10 Performing System Startup Setting Up Roles and Users for Security E To implement effective security you must define roles for your system and NOTE then create user codes and assign users to specific roles If you upgraded ee a mn s The security for Sage MAS 90 is role based Roles should be set up to reflect security is not the functional roles of your organization You should define roles with migrated access to certain modules tasks and security e
38. Current and One Future Period 104 Changing Your Administrator Password 105 Changing Your Administrator Password Frequently 105 Chapter 11 System Administrator Tasks 107 Determining Who is Accessing the System Modules 107 Creating Public Tasks 108 Modifying Company Preferences 110 Uninstalling Modules 111 Appendix A Checklists 113 Pre Installation Checklist 113 Post Installation Checklist 115 Appendix B Sage MAS 90 Security Permissions 117 Setting NTFS and Share Permissions 117 Sage MAS 90 User Settings 118 Permissions for Users on the Application Server 118 Sage MAS 90 Workstation Permission Settings 119 Appendix C Converting Sage MAS 90 Crystal Reports from a Prior Version 121 Using the Crystal Report Conversion Wizard 121 Appendix D Overview of Application Startup 127 Accounts Payable 128 Accounts Payable Setup Wizard 128 Data You Need 128 Conversion Process 129 Sage MAS 90 Installation and System Administrator s Guide ili Contents Accounts Receivable 131 Accounts Receivable Setup Wizard 131 Data You Need 131 Conversion Process 132 Bank Reconciliation 134 Conversion Process 134 Bar Code 135 Data You Need 135 Bill of Materials 135 Data You Need 135 Conversion Process 136 e Business Manager 137 Data You Need 137 Electronic Reporting for W2 amp 1099s 137 Data You Need 137 General Ledger 138 General Ledger Setup Wizard 138 Data You Need 138 Conversion Process 138 Inventory Management 139 Dat
39. Expiration Date C User Account Locked Accept Cancel Delete fe 3 Enter the First Name Last Name and User Code fields The user code is only referenced in the software and is not used for logon purposes 4 Ifthe selected user will be performing group customizations in the Customizer module enter the Customization Group field 5 Enter the Expires field to lock the user account after a certain date A user will not be able to access the system after the date entered 7 Note 6 If you selected the Require all Users to Enter a Password check box in es a the System Configuration window enter the Password and Confirm selected the Password fields For more information see Requiring a Logon and Require all Users to Password on page 98 Enter a Password check box when logging on to the software the user will be prompted to enter a password 92 Sage MAS 90 Installation and System Administrator s Guide SETTING UP ROLES AND USERS FOR SECURITY Creating Users and Assigning Roles 7 Select the company and role to assign to the user You can assign multiple companies and roles to the user x User Maintenance ABC 5 31 2010 User Logon l vitt 0 D 07 ER a LastName Smith User Code WS First Name John E o _ Password Confirm Password Customization Group Expires 1 Maintenance 2 Preferences Company Role Start Date Expiration Date 1 ABC ABC Distribution and Service BA AP Clerk 2
40. Guide 137 AppendixD Overview of Application Startup General Ledger General Ledger Setup Wizard The General Ledger module includes a General Ledger Setup Wizard that you must perform to convert your existing companies and account structure The General Ledger Setup Wizard provides several pages of questions and options that aid you in quickly setting up the General Ledger module for new companies you must complete this wizard and additional procedures before using the General Ledger module to process your daily transactions Data You Need Before beginning the General Ledger System Startup process you should have the following information assembled and available for use e Your General Ledger Chart of Accounts e A Trial Balance from the last completed accounting period e Copies of your company s latest financial statements including the Income Statement and Balance Sheet Conversion Process To obtain correct information from your General Ledger module you must first bring it up to date with your existing General Ledger system This is true whether you are currently using a manual system or a different computerized General Ledger system If you are converting at the beginning of a fiscal year or require only the beginning balances for each account see Entering Beginning Balances in the Help system If you are converting in the middle of a fiscal year and want to record activity for each accounting period of the current ye
41. HIS END USER LICENSE AGREEMENT THIS AGREEMENT CAREFULLY AND IN ITS ENTIRETY INCLUDING THE INTRODUCTION DEFINITIONS AND TERMS AND CONDITIONS Introduction In order for you defined below to have a license to use defined below the Program defined below you must have accepted this Agreement in the manner described below and have thereby formed a legal agreement between you and the Sage company that publishes and grants licenses to use it The Sage company that publishes the Program and grants licenses to use the Pragram and the Documentation defined below is referred to herein as Sage Software and is willing to grant to you a license of the scope described herein only upon the conditions that you or someone acting on your direction and behalf such as your Distributor defined below a has provided Sage Software with information including serial numbers to register you as a licensee of the Software defined below covered by this license and b has before or during installation of copies of the Program on your hardware accepted all of the terms and conditions of this Agreement YOU WILL INDICATE THAT YOU HAVE ACCEPTED THIS AGREEMENT BY DOING ONE OR MORE OF THE FOLLOWING OR ALLOWING OR Do you accept all the terms of the preceding license agreement If you click No the setup will close To install Sage MAS 90 and 200 Integration Engine you must accept this agreement software 58 Sage MAS 90 Instal
42. MOTE igrate If lected No on the previous Migrate C i you can Migrai migrate If you selected No on the previous Migrate Companies other companies at window companies that exist in Level 3 x but do not exist in version 4 x a later time by appear Verify that you have available disk space for the migration and rerunning the click Next Migration wizard Migrate Level 3 Data Wizard InstallShield Wizard Select the companies you want to migrate ABC ABC Distribution and Service Corp EEC Edwardson Electric Company Exists FDD FRx Demo Data Exists XYZ XYZ Manufacturing Company IN warnine Remigrating an existing company will delete the existing company in 39 06 MB of space required on the C drive version 4 x and 21853 36 MB of space available on the C drive f software migrate the company from your Level 3 x system Sage MAS 90 Installation and System Administrator s Guide 81 Chapter 10 Performing System Startup 82 10 In the View Migration Information window verify all your migration settings and click Next to begin the migration process Migrate Level 3 Data Wizard InstallShield Wizard x P To review or change settings click Back Click Next to begin migration Current Settings 4 0 Installation Directory C Program Files Sage Software MAS S0 Version4 MAS90_ Migrating data files from C Program Files Best MASSO Estimated Available Disk Spac
43. Prompt for Company Code ENTER Key like TAB Key for Grid Display Reduction Amounts in Red Accept if Cancel Jelet E a 3 Modify the fields on the Preferences tab as needed and click Accept Sage MAS 90 Installation and System Administrator s Guide 65 Chapter 10 Performing System Startup Starting the Software with Standard Security If you selected Standard Security when installing the software you are prompted to enter the Administrator password that you entered during the installation ik MAS 90 User Logon gn Enter your user logon name and password User Logon Administrator Password After entering your Administrator password the Administrative Tools screen appears E NOTE Logging on as Administrator does not automatically log you on to the When logged on as Software Only certain Library Master tasks that must be performed from Administrator you the Administrative Tools screen are accessible To access the software you cannot access the must set up a user logon other than the Administrator logon and Sage MAS 90 D ae andcannot Password in User Maintenance print Administrative Tools Click an icon below to access the indicated task Use this screen to create and lt Sage MAS 90 Company Maintenance maintain critical security and PR x system information When you are Add and maintain company information logged in as the Administrator you can
44. Record all receipts invoices returns and material requisitions that you have received since the last closed accounting period to bring the system completely up to date You have now converted the purchase order system and are ready to begin using your Purchase Order module Sales Order Sales Order Setup Wizard The Sales Order module includes a Sales Order Setup Wizard that you must perform to convert your existing companies and account structure The Sales Order Setup Wizard provides several pages of questions and options that aid you in quickly setting up the Sales Order module for new companies you must complete this wizard and additional procedures before using the Sales Order module to process your daily transactions 148 Sage MAS 90 Installation and System Administrator s Guide SALES ORDER Data You Need Before beginning Sales Order System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e A list of standard miscellaneous charges and items used in your business e A list of item part numbers sold by your business if the Inventory Management module is not integrated with Sales Order e A list of your shipping rates e All open orders and back orders A Customer Listing from your Accounts Receivable module e An Inventory Item Listing from your Inventory Management module To obtain correct information from your Sales Order module you must first brin
45. Sage MAS 90 ERP Installation and System Administrator s Guide The Premier Provider of Effective Business Software Solutions Sage Software Business Partner of the Year Complete Sage Sofware Solutions Orange County California Atlanta Georgia Sage MAS 500 o Sage MAS 200 o Sage MAS 90 23161 Mill Creek Drive 1100 Johnson Ferry Road Ste 450 Sage BusinessWorks Sage SalesLogix CRM ACT by Sage Laguna Hills California 92653 Atlanta Georgia 30342 Sage ABRA HRMS Sage FAS gt Sage MIP Fund Accounting amp Fundraising Phone 949 583 9500 Phone 404 841 6240 Toll Free 800 425 9843 Toll Free 800 455 1368 ies In theae aiis eee segs PPE OEO GN SEN Fax 949 583 0649 Fax 404 841 6243 BSI A LES VAE viene A Tanne u Colorado Minnesota o Missouri New Jersey o Ohio o Oklahoma o Pennsylvania www blytheco com solutions blytheco com South Carolina o Tennessee o Texas 4WIN1040 0508 1998 2008 Sage Software Inc All rights reserved Sage Software Sage Software logos and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc or its affiliated entities Crystal Reports is the registered trademark and technology of Business Objects SA All other trademarks are the property of their respective owners Rev 05 Contents Chapter 1 Introduction 1 How to Use This Manual 1 Graphic Conventions 1 Text Conventions 2 Chap
46. a You Need 139 Conversion Process 139 Job Cost 141 Data You Need 141 Conversion Process 141 Material Requirements Planning 143 Data You Need 143 Payroll 144 Data You Need 144 Converting at the Beginning of the Calendar Year 144 Converting in the Middle of the Calendar Year 145 Purchase Order 147 Data You Need 147 Conversion Process 147 iv Sage MAS 90 Installation and System Administrator s Guide Contents Sales Order 148 Sales Order Setup Wizard 148 Data You Need 149 Conversion Process 149 Work Order 150 Data You Need 150 Conversion Process 151 Sage MAS 90 Installation and System Administrator s Guide v Contents vi Sage MAS 90 Installation and System Administrator s Guide Chapter Introduction How to Use This Manual This manual provides the information necessary for installing Sage MAS 90 ERP This manual also contains information and troubleshooting tips on the configuration of the various operating systems and environments in which the Sage MAS 90 software is supported It is designed to function as a self teaching guide The instructions contain detailed technical information on the configuration of operating systems and environments For a complete listing of operating system requirements see the Supported Platform Matrix which can be found in the Support area of the Sage Software Online Web site www sagesoftwareonline com Graphic Conventions The following icons are used throughout this manual to indicate
47. able module Accounts Receivable Accounts Receivable Setup Wizard Note The Accounts Receivable module includes an Accounts Receivable Setup a as stax Wizard that you must perform to convert your existing companies and classes andsales Account structure tax schedules in Library Master The Accounts Receivable Setup Wizard provides several pages of questions a mn and options that aid you in quickly setting up the Accounts Receivable Receivable System Module for new companies you must complete this wizard and additional Startup procedures before using the Accounts Receivable module Data You Need Before beginning Accounts Receivable System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e A list of jurisdictions in which you sell and collect sales tax and their tax rates e A list of standard payment terms offered to your customers e A list of your customers including addresses and phone numbers e A list of all invoices to process e A list of all payments to process To obtain correct information from your Accounts Receivable module you must first bring it up to date with your existing accounts receivable system This is true whether you are using a manual system or a different computerized accounts receivable system Sage MAS 90 Installation and System Administrator s Guide 131 AppendixD Overview of Application Startup Conversion Process Complete th
48. aging their customer relationships in SageCRM 200 SageCRM 200 Requirements Install SageCRM 200 on one or more servers separate from the Sage MAS 90 server In addition to the system requirements for Sage MAS 90 there are different hardware operating system and software requirements for the SageCRM 200 servers Additional components must be installed on the SageCRM 200 servers including Microsoft Internet Information Services IIS and Microsoft SQL Server This guide assumes that you understand the IIS Web server and SQL Server environments User workstations accessing SageCRM 200 require additional software as well including Microsoft Internet Explorer For more information about specific SageCRM 200 server requirements refer to the Integrated Solutions Compatibility Matrix on the Sage Software Online Web site and your SageCRM 200 administrator s guide Sage MAS 90 Installation and System Administrator s Guide 45 Chapter 9 Integrating Sage MAS 90 with Sage CRM 200 Sage MAS 90 and SageCRM 200 Integration Architecture The integration between Sage MAS 90 and SageCRM 200 is divided between two or more primary servers and the user workstations which split the overall processing power requirement for optimal flexibility and performance SageCRM Server s The SageCRM server s host the SageCRM 200 program files IIS Web Server Sage CRM SQL Server database and Sage MAS 90 and 200 Integration These components should be in
49. allation and System Administrator s Guide Chapter Considerations for Installing on a Windows 2000 2003 Server Network A NOTE The following are special considerations to be aware of before Prior to beginning installing or upgrading Sage MAS 90 on a Windows 2000 2003 the installation process see network Pre Installation Checklist on e Perform the CD installation on Sage MAS 90 either directly at the page 113 server or from the workstation e When installing close down all other visible desktop applications for example Microsoft Office applications You should also shutdown some of the applications running in the system tray however you should not shutdown antivirus software unless it is actually interfering with the installation E N e At the server create a share at a parent folder above the Sage For ee MAS90 folder Do not create the share directly at the MAS90 information about folder Every workstation will be required to map a drive to this setting security share point permissions on Ba nn Each workstation must recognize the network drive on which 0 Parmisciona Sage MAS 90 is loaded using a mapped drive letter Using on page 117 Universal Naming Convention UNC paths is not supported Example Correct F Mas90 Home Pvxwin32 exe Wrong Servername Sharename Mas90 Home Pvxwin32 exe Sage MAS 90 Installation and System Administrator s Guide 27 E Chapter 4 Considerations for Installing on a Wi
50. an take several minutes If you are installing the integration with SageCRM 200 select the Customer Relationship Management check box to install the Customer Relationship Management module If this check box is selected you are also prompted to install the Sage MAS 90 and 200 Integration Engine at the end of the Sage MAS 90 installation For more information see Integrating Sage MAS 90 with SageCRM 200 on page 45 Click Next Sage MAS 90 p a Select the features you want to install and deselect the features you do not want to install rr 4 y Accounts Payable Accounts Receivable Payroll 2008 01 Tax Table Inventory Management Sales Order Purchase Order Job Cost p System Setup 297096 K lt Library Master General Ledger o Destination Folder CA ASage Software MAS 90 Yersiond MASIO software 12 Sage MAS 90 Installation and System Administrator s Guide INSTALLATION PROCESS Running the Sage MAS 90 Setup Program A 7 You can install modules that you have not purchased however you are WARNING j Do not integrate required to purchase and unlock these modules after 45 days The your existing 45 day trial period does not begin until the first time a module is modules with accessed Click Yes to change any of your module selections Click No to nonregistered continue with the installation process modules unless you plan to purchase those modules iesin If you choose to instal
51. antivirus antispyware and script UNC path or blocking applications before running Workstation Setup through Network Neighborhood 2 To begin the installation process from the CD ROM map a drive letter to the share point above the MAS90 folder on the server on which Sage MAS 90 is installed Place the Sage MAS 90 CD ROM in the CD ROM drive of your workstation To begin the installation process from a server installation of Sage MAS 90 map a drive letter to the share point above the MAS90 folder In the MAS90 Wksetup folder double click AUTORUN EXE to begin the installation 18 Sage MAS 90 Installation and System Administrator s Guide WORKSTATION SETUP Running Workstation Setup E 3 If Autorun is enabled on the workstation the Sage MAS 90 Autorun NOTE a screen appears otherwise select Windows Start menu gt Run and type Workstation Setup D AUTORUN EXE where D is the CD ROM drive On the Sage program after every MAS 90 Autorun screen click Run Workstation Setup The Workstation Sage MAS 90 Setup program takes a few seconds to launch software upgrade SAGE MAS 90 software MAS 90 Installation CD Install MAS 90 Run Workstation Setup Install Federal and State eFiling and Reporting Install e Business Manager Web Engine Install Acrobat Reader Browse CD Support sagesoftware com There are several options available on the Sage MAS 90 Autorun screen for installing Sage MAS 90 component
52. ar as well as beginning balances see Entering Data for Each Period in the Help system Use these procedures as a checklist to ensure that your current accounting system is in balance These procedures should be performed after completing the General Ledger System Startup process 138 Sage MAS 90 Installation and System Administrator s Guide INVENTORY MANAGEMENT Inventory Management Data You Need Before beginning Inventory Management System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e A list of all inventory items containing costs prices on hand quantities warehouse locations and reorder requirements e Any shipping documents receiving reports open purchase orders or adjustment vouchers that must still be processed To obtain correct information from your Inventory Management module you must first bring it up to date with your existing inventory system This is true whether you are currently using a manual system or a different computerized inventory system Conversion Process Complete the following process to ensure that your current accounting system is in balance These steps should be performed after System Startup and after adding all your inventory items to the Inventory file To convert your existing inventory system 1 Prepare a list of current on hand quantities for all inventory items You can use the balances as of your last closed invento
53. ate Level 3 Data Wizard InstallShield Wizard Do you want to migrate your Crystal reports F Yes All Crystal reports from your Level 3 x installation will be copied over to your Version 4 x installation with the following exception if a report with the same name already exists in Version 4 x it will not be overwritten with the Level 3 x report All reports will need to be reviewed and may need to be updated with new field names after migration No Crystal reports from your Level 3 x installation will not be copied over to your Version 4 installation software Sage MAS 90 Installation and System Administrator s Guide 79 Chapter 10 Performing System Startup 8 If Visual Integrator jobs exist in your Level 3 x system the Visual Integrator Job migration window appears Migrate Level 3 Data Wizard InstallShield Wizard gt y ri Do you want to migrate your Visual Integrator Job files r d j y C Yes All Visual Integrator jobs from your Level 3 x installation will be copied over to your Version 4 x installation After the jobs are copied review all of them prior to running the job in Version 4 x No Visual Integrator jobs from your Level 3 x installation will not be copied over to your Version 4 x installation software 80 Sage MAS 90 Installation and System Administrator s Guide MIGRATING LEVEL 3 X DATA Migrating Data E 9 Inthe Select Company window select one or more companies to
54. ayable Accounts Receivable Bar Code Bill of Materials Bank Reconciliation Fixed Assets Inventory Management e Business Manager Job Cost Material Requirements Planning Electronic Reporting for W2 and 1099s Purchase Order Payroll 112 Sage MAS 90 Installation and System Administrator s Guide Appendix 7 Checklists E Before beginning the installation test and validate all the hardware 5 a and network configurations using this manual and the Supported pgradingzt adihe Platform Matrix which can be found in the Support area of the Sage Customer Upgrade Software Online Web site Also review the current support library for Guide before any pertinent information particularly the Hot Pre Installation Issues installing page in the Support area of the Sage Software Online Web site Pre Installation Checklist 1 Read this document in its entirety 2___ Verify that the packing list is available The packing list contains the serial number customer number user key and product key information that is required to install Sage MAS 90 for the correct number of users and to register the modules This is also available on the Sage Software Online Web page under Profile Mgmnt gt Products 3 Verify that you have the required hardware configuration For more information see the Supported Platform Matrix in the Support area of the Sage Software Online Web site 4 Verify you have 150 MB of disk space available for System
55. billing or cash receipts that should be recorded in the current accounting period 6 Ifthe Accounts Receivable module is integrated with Job Cost use Job Billing Entry to enter all invoices that have been billed to outstanding jobs Use Accounts Receivable Cash Receipts Entry to enter cash receipts for job invoices If you are integrated with the General Ledger module you must back out these general ledger postings generated for these transactions to prevent double posting of information previously recorded Additionally if invoices relating to job billing are entered in the Accounts Receivable module before the installation of Job Cost reverse these invoices using the Adjustment feature in the Accounts Receivable Invoice Data Entry window before recording the job invoices This prevents doubling the invoice information in the Accounts Receivable module 142 Sage MAS 90 Installation and System Administrator s Guide MATERIAL REQUIREMENTS PLANNING 7 If Work in Process accounting is being used the initial Job Billing entries generate postings to the General Ledger module that adjust the appropriate Work in Process accounts with the total accumulated costs for each job You must back out these general ledger postings to prevent double posting of information previously recorded 8 Print the Work in Process Report for all jobs and check the job to date information printed Print the Job Billing History Report to check the billing and cash r
56. ble from within Sage E MAS 90 until the Credit Card Processing module is registered To enable NOTE the Credit Card Processing module for PCCharge Payment Server tara perform the following Processing module is not registered the fields on the a Select the Library Master Main menu gt Company Maintenance Servers tab are not available b Click the Servers tab At the Enable Credit Card Payment Server field select PCCharge c Complete the remaining fields Ek Company Maintenance ABC 5 31 2010 Company Code W Activate Convert Company Name ABC Distribution and Service Corp 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Credit Card Payment Server Enable Credit Card Payment Server PCCharge v Dr IP Address Path 3 Timeout 30 r Enable Batch Authorizations Force Reconnect for Each Authorization Accept Cancel Delete Sage MAS 90 Installation and System Administrator s Guide 43 i Chapter 8 Setting Up Credit Card Processing Accessing the Payment Server Manual The PCCharge Payment Server manual is available on the PCCharge Payment Server CD ROM If you do not have Adobe Acrobat Reader installed on your workstation you will need to install it before accessing the documentation You cannot view the PCCharge Payment Server manual until Adobe Acrobat Reader is installed To view the PCCharge Payment Server manual open Windows Explorer and browse
57. ce Data Entry enter any invoices billed since the last closed Ledger check boxis accounting period These invoices should not include any invoices cleared in the ae E entered in step 4 Post the distribution balance of each invoice to its Accounts Receivable Options appropriate general ledger account not to the Accounts Receivable window select the general ledger account number Print the Sales Journal and update the General Ledger check box before proceeding with the x i i N update 11 Prepare an adding machine tape totaling any cash receipts you received since your last closed accounting period invoices 12 Using Cash Receipts Entry enter these cash amounts For the deposit amount enter the adding machine tape total from step 11 If the checks entered represent payment for a previously issued invoice step 4 or 10 no general ledger distribution is required If any checks represent payment for an invoice not previously issued you must distribute the amounts to the appropriate general ledger accounts Sage MAS 90 Installation and System Administrator s Guide 133 AppendixD Overview of Application Startup 13 Print the Cash Receipts Journal The total should equal the adding machine tape total in step 11 If it does not return to Cash Receipts Entry correct the necessary entries and print the Cash Receipts Journal When the journal total and the adding machine tape agree update the cash receipts 14 Print
58. chase order system 1 Gather all open purchase orders as of your last closed accounting period 2 Prepare an adding machine tape totaling the orders Sage MAS 90 Installation and System Administrator s Guide 147 AppendixD Overview of Application Startup 3 Use Purchase Order Entry to enter the orders into the system In the Default Values for Purchase Order Entry window clear the Print Purchase Orders check box to prevent the conversion orders from being reprinted Next on the Purchase Order Entry Header tab select Standard Order at the Order Type field and Open at the Order Status field for each order Partially received or invoiced purchase orders cannot be processed using the system without double posting to the General Ledger and Inventory Management modules These orders should be processed manually until they are completed To enter these orders you must enter only the unreceived balance on each order as the original order quantity There are no such restrictions for outstanding orders that have not received any partial receipts or invoices against them 4 Print the detail version of the Open Purchase Order Report for all order types and orders with an open status The total on this report should equal the total on the adding machine tape you prepared in step 2 If the totals do not agree return to Purchase Order Entry and make any necessary corrections and reprint the report as an audit record of your outstanding orders 5
59. cific The path must be appended with MAS_XXX where XXX represents the company code 8 Click Accept Uninstalling Modules You can remove menu records and programs from the software for a specific module Prior to removing modules this utility will check to ensure there are no data files for that module If data files exist they can be deleted using the Delete feature in Company Maintenance The Custom Office module cannot be removed using Uninstall Modules Removing this module will impact access to customized forms and user defined fields UDFs Removing the Visual Integrator VI module will remove the module from the Modules menu however the VI folder and two associated files VIOPER and VIOXRF will remain in the file structure The VIOXRF file contains the definitions for the default VI perform logic and is a cross referenced file that provides shared UDF access between Visual Integrator and Custom Office Sage MAS 90 Installation and System Administrator s Guide 111 Chapter 11 System Administrator Tasks To uninstall a module 1 Use either of the following methods to open the System Configuration window e Inthe Administrator Tools screen click System Configuration e Select Library Master Setup menu gt System Configuration 2 Inthe System Configuration window click Uninstall 3 Inthe Uninstall Modules window select the module to uninstall and click Delete i Uninstall Modules Code Module Accounts P
60. d to bring the inventory management system up to date Use Transaction Entry to record the transactions You have now converted the inventory management system and are ready to begin routine processing activities 140 Sage MAS 90 Installation and System Administrator s Guide JOB COST Job Cost Data You Need Before beginning Job Cost System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e Estimates or estimate worksheets e Job contracts with all pertinent information e Estimated price lists e Standard cost code list e Job types list e Burden rate information e Overhead rate information e Invoices or billing documents that need to be processed To obtain correct information from your Job Cost module you must first bring it up to date with your existing job costing system This is true whether you are using a manual system or a different computerized job costing system Conversion Process Complete the following process to ensure your system is current These steps should be performed after completing System Startup and adding all jobs cost codes and cost types to the Job Cost master file To ensure that all accounting modules integrated with Job Cost including the Accounts Payable Accounts Receivable Payroll Purchase Order and Sales Order modules do not double post transactions that have been entered as part of the conversion process it is recomme
61. difying company preferences 110 modules uninstalling 111 My Tasks creating public tasks 108 N Novell NetWare Network installing 25 0 overview Credit Card Processing 39 Crystal Reports 31 PCCharge Payment Server 39 Sage Payment Solutions 39 P password requiring 98 Payroll converting beginning of calendar year 144 converting middle of calendar year 145 data you need 144 PCCharge Payment Server installing 40 manual accessing 44 overview 39 support 44 upgrades 44 performing system startup 63 post installation checklist 115 pre installation checklist 113 prompt for accounting date 102 public tasks creating 108 Purchase Order conversion process 147 data you need 147 R reinstalling Sage MAS 90 and 200 Integration Engine 61 requiring a password 98 restricting accounting date 104 Sage MAS 90 installing 113 setting permissions 117 Sage MAS 90 and 200 Integration Engine installing 12 15 45 50 manually installing 56 reinstalling 61 starting 55 uninstalling 61 Sage Payment Solutions overview 39 SageCRM 200 integration with Sage MAS 90 architecture 46 installation process 49 installing the Sage MAS 90 and 200 In tegration Engine 50 overview 45 required components 48 requirements 45 uninstalling 60 Sales Order conversion process 148 data you need 148 security accessing Sage MAS 90 with 66 accessing Sage MAS 90 without 64 administrative tasks 67 default user settings 65 See System Security setting
62. e 21853 36 MB Estimated Required Disk Space 44 92 MB Migrate System Files Migrate existing companies The following companies will be migrated ABC ABC Distribution and Service Corp software Sage MAS 90 Installation and System Administrator s Guide MIGRATING LEVEL 3 X DATA Migrating Data 11 Before clicking Finish select the Display Migration Log and Display System Conversion Log check boxes to display a log of the files that are migrated The logs appear in your default text editor such as Notepad after clicking Finish The Migration Log is located in the Migration folder under the MAS90 folder Migrate Level 3 Data Wizard InstallShield Wizard Migrate Level 3 Data Wizard Complete The Migrate Level 3 Data Wizard has completed migrating your MAS 90 or MAS 200 Level 3 x files to MAS 90 or MAS 200 Version 4 00 Directories for your company and payroll data files can be changed You can do this using the Preferences tab in Company Maintenance IV Display Migration Log IV Display System Conversion Log Click Finish to exit the wizard software CG NOTE For security purposes you can move your Payroll A folder after you The Migration wizard has copied your Level 3 x data to your version 4 x convert your data installation folder Now you must convert your data to the current level u the current For more information see Converting Data Files to the Current Level on evel page 84
63. e MAS 90 Installation and System Administrator s Guide 49 E Chapter 9 Integrating Sage MAS 90 with Sage CRM 200 Running the Sage MAS 90 and 200 Integration Engine Setup Program 7 Note After installing Sage MAS 90 you are ready to install the Sage MAS 90 The Sage MAS 90 and 200 Integration and 200 Integration Engine Engine is not a company specific Ihe Integration Engine must be installed to the same server as Sage Only one instance MAS 90 After the completion of the Sage MAS 90 Setup program the of the Integration Integration Engine Setup program is automatically launched if you Engine is required lled the Cust Relati hib M t dul forall Sage MAS 90 installed the Customer Relationship Management module companies integrated with To run the Integration Engine Setup program SageCRM 200 1 Complete the Sage MAS 90 Setup program on the server see Installing Sage MAS 90 on page 5 When selecting the features to install select the C Note Customer Relationship Management check box This ensures the If you installed Sage Customer Relationship Management module is installed and also that MAS 200 to a you are prompted to install the Integration Engine server from another workstation do not 9 install the Integration Engine immediately after installing Sage MAS 90 For more information see Manually Installing the Sage MAS 90 and 200 Integration Engine on page 56 At the completion of the Sage MAS 90 installatio
64. e agreement SOFTWARE LICENSE AGREEMENT PLEASE READ THIS LICENSE AGREEMENT CAREFULLY BEFORE USING THIS SOFTWARE BY CLICKING THE ACCEPT BUTTON OR BY USING THIS SOFTWARE YOU AGREE TO BECOME BOUND BY THE TERMS OF THIS LICENSE IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE CLICK THE DECLINE BUTTON DO NOT USE THIS SOFTWARE AND PROMPTLY RETURN IT TO THE PLACE WHERE YOU OBTAINED IT FOR A FULL REFUND Do you accept all the terms of the preceding License Agreement If you choose Decline the setup will close To install State Federal eFiling and Reporting you must accept this agreement tallSh eld 6 A progress meter appears while the installation is in progress When the installation is complete the following window appears Click Finish to exit InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successfully installed State Federal eFiling and Reporting Click Finish to exit the wizard Sage MAS 9 Installation and System Administrator s Guide 37 i Chapter 7 Installing Federal and State eFiling and Reporting 38 Sage MAS 90 Installation and System Administrator s Guide Chapter Setting Up Credit Card Processing Overview of Credit Card Processing You can use the Credit Card Processing module powered by either Sage Payment Solutions or PCCharge Payment Server for validation and authorization of credit cards through modules such as Accounts Receivable Sales Order and e Bu
65. e following process to ensure that your current accounting system is in balance These steps should be performed after System Startup and after adding all your customers to the Customer file If you maintain Accounts Receivable customers using a Balance Forward method it is not necessary to enter each invoice For balance forward customers total all unpaid invoices for each aging category and enter an invoice for each aging category for each customer For more information see Accounts Receivable Options Fields in the Help system To convert your existing accounts receivable system 1 Identify all unpaid invoices as of your last closed accounting period 2 Prepare an adding machine tape totaling the invoices This amount should equal the account balance for Accounts Receivable in your general ledger 3 Set the posting date to the last closed accounting period 4 Using Invoice Data Entry enter the invoices using the original invoice dates During the distribution process post the entire distribution balance to your Accounts Receivable general ledger account number These invoices are already posted in an accounting period and to post them again would duplicate the postings By posting to the Accounts Receivable general ledger account both a credit and an automatic debit are generated in the same amount to the Accounts Receivable general ledger account The two amounts offset each other and there is no effect on the general ledger Aft
66. eceipt transactions If any errors are found use Job Posting Entry or Job Billing Data Entry to make corrections 9 Perform full period end processing to clear the period to date information affected by the conversion data 10 Reset the accounting date to the first day of the current accounting period 11 Enter cost and billing transactions for the current accounting period You have now converted to the job cost system and are ready to begin using your Job Cost module Material Requirements Planning Data You Need Before beginning Material Requirements Planning System Startup have a list of available warehouses ready for use and know whether each warehouse is a standard distribution manufacturing warehouse or a distribution warehouse that will receive only transferred goods Sage MAS 90 Installation and System Administrator s Guide 143 AppendixD Overview of Application Startup Payroll Data You Need Before beginning Payroll System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e A list of the earnings and deductions used for payroll processing e Employer federal state and local tax ID numbers for each tax jurisdiction in which your employees are paid e Tax tables for the federal state and local tax jurisdictions in which your employees are paid e A list of employees complete with personal information and quarter to date and year to date earnin
67. eceivable Inventory Management Job Cost Purchase Order and Sales Order modules To restrict the accounting date 1 Select Library Master Main menu gt Company Maintenance 2 On the Preferences tab select the Restrict Accounting Date to Current and One Future Period check box E Company Maintenance ABC 5 31 2010 Company Code E ODA Company Name ABC Distribution and Service Corp 1 Main 2 Preferences 3 Servers 4 E mail Miscellaneous Print User Logon on Reports Change Data Location Use Workstation Default Printer for STANDARD Report Setting Use Workstation Default Printer for STANDARD Form Code Allow Extemal Access Retum City Names in All Caps Data Location C Program Files Sage Software MASSD Version4 MASSO MAS_ABC Select this check Payroll Data Location C Program Files Sage Software MASS0Wersiond MASSO MAS_ ABC box to restrict the 7 Date Settings accou nting date Prompt for lee oe Date to the current and lint Zune one future period Restrict Accounting Date to Current and One Future Period Accept Cancel Dette Jale 3 Click Accept 104 Sage MAS 90 Installation and System Administrator s Guide CHANGING YOUR ADMINISTRATOR PASSWORD Changing Your Administrator Password Frequently Changing Your Administrator Password Changing Your Administrator Password Frequently Changing your administrator password on a frequent basis is a go
68. ected below and then select the previously installed version of the software that you will install over and click Next Proceed to step 2 on page 17 e If you are installing a new copy of the software select Install a new instance of this application and then click Next Proceed to step 1 on page 7 16 Sage MAS 90 Installation and System Administrator s Guide REINSTALLING Selecting Installation Options 2 After selecting an existing version 4 x installation to install over you are asked to add reinstall or uninstall all modules e Select Add if you purchased additional modules and are adding them You will be required to enter a new product key e Select Reinstall to reinstall previously installed modules The product key information from the selected installation is used unless the information is invalid or has expired You will not be able to enter new product key information using this option E Note e Select Uninstall to completely uninstall Sage MAS 90 To uninstall If Sage MAS 90 is modules individually use the System Configuration task on the a andthen Library Master Setup menu reinstallea Paperless Office A oe A 7 m stbeset Up To reinstall over an existing version 4 x installation select Reinstall and again then click Next Proceed to step 6 on page 12 Sage MAS 90 current installation Select one of the options below C Add y N 3 Add modules Reinstall p Welcome to the Sage MAS 90 Se
69. efer to GL4000 KBA in the Migrating Level 3 Data folder in the Sage MAS 90 CD ROM Migrating Data After running the GL Level 3 Account Analysis utility and correcting any records with missing records or special characters you are ready to migrate your data If the Migration wizard detects existing Level 3 x accounts with special characters you will be prompted to exit the wizard and remove the special characters in existing account numbers If you choose to continue with the migration the company with the special characters will not migrate Review the Migration Log for companies that did not migrate Sage MAS 90 Installation and System Administrator s Guide 73 Chapter 10 Performing System Startup To migrate Level 3 x data 1 Select Library Master Utilities menu gt Migrate Level 3 Data 2 Inthe Migrate Level 3 Data Wizard Welcome window click Next Migrate Level 3 Data Wizard InstallShield Wizard Welcome to the Migrate Level 3 Data Wizard This wizard helps you migrate MAS 90 or MAS 200 Level 3 x data and system files to the new file structure used in MAS 90 and MAS 200 Version 4 x software You will be prompted to close the Sage MAS 90 Desktop Click OK Sage Desktop Shutdown Please note that you may need to manually close your Sage Desktop before the Migration Wizard can continue 74 Sage MAS 90 Installation and System Administrator s Guide MIGRATING LEVEL 3 X DATA Migrating Data 3 If you selected S
70. elect Windows Start menu gt My Computer Then select Tools menu gt Folder Options Click the View tab and scroll to the bottom Verify the Use Simple File Sharing Recommended check box is selected Each workstation must recognize the network drive on which Sage MAS 90 is loaded using a mapped drive letter Using Universal Naming Convention UNC paths are not supported Example Correct F Mas90 Home Pvxwin32 exe Wrong Servername Sharename Mas90 Home Pvxwin32 exe If company data is moved to a different data location using Library Master Company Maintenance the same drive letter must be used from all workstations to point to the alternate folders including the server if it is used as a workstation If you are using Windows 2000 Professional or Windows XP Professional and need to use the same drive letter on the server as you do on the workstation because you have moved company data to an alternate location at the server create a drive mapping to the share point Do not use the SUBST command For the hardware and service pack requirements for both the workstations and server see the Supported Platform Matrix located in the Support area of the Sage Software Online Web site 30 Sage MAS 90 Installation and System Administrator s Guide Chapter Installing Crystal Reports Crystal Reports Overview Crystal Reports is a powerful graphics oriented reporting program that allows users to customize their graphical forms Cry
71. er the conversion process you will not normally post to the Accounts Receivable general ledger account number but will post to individual general ledger accounts as appropriate 132 Sage MAS 90 Installation and System Administrator s Guide ACCOUNTS RECEIVABLE As an alternative to this procedure in the Accounts Receivable Options window clear the General Ledger check box You can then distribute invoices to their respective accounts and no general ledger postings will occur If you use this alternate procedure be sure to select the General Ledger check box again in the Accounts Receivable Options window after the conversion process has completed and you have updated the Daily Transaction Register 5 Print the Sales Journal The invoice total shown on the Sales Journal should equal the total on the adding machine tape prepared in step 2 If it does not an error has been made Check the adding machine tape and the Sales Journal return to Invoice Data Entry and make any necessary corrections Print the Sales Journal 6 Update the invoices 7 Print the Aged Invoice Report and retain a copy of this report for your accounting files The total on this report should equal the adding machine tape total 8 Run Period End Processing by selecting Period End Processing from the Period End menu and then clicking Proceed 9 Reset the posting date to the first day of the current accounting period A WARNING lf the General 10 Using Invoi
72. essing The Current Quarter field in the Payroll Options window increments to the current quarter Sage MAS 90 Installation and System Administrator s Guide 145 AppendixD Overview of Application Startup If you are converting your payroll at the beginning of the current quarter proceed to step 12 If you are converting in the middle of the quarter you must record each check issued during the current quarter using the following procedure To record current quarter checks 8 Enter each check issued during the current quarter as a manual check in Payroll Data Entry that is in the Pay Cycle window clear the Print Checks check box and select the Manual Taxes check box Enter the earnings deductions and tax information exactly as written on the original checks You can enter a combined total of the checks issued for each employee This method however does not provide the full detail and complete audit trail facilitated by a detailed entry of each check 9 Print the Payroll Data Entry Audit Report and verify the accuracy of all entries If necessary make any corrections using Payroll Data Entry and print the Payroll Data Entry Audit Report 10 Print the Check Register and perform the Check Register update 11 Print the Daily Transaction Register and perform the Daily Transaction Register update 12 Print the Quarterly Tax Report and the Payroll Check History Report and verify all employee information 13 Print and verify the
73. etting Use Workstation Default Printer for STANDARD Form Code Allow Extemal Access Retum City Names in All Caps Select this check box to set Data Location C Program Files Sage Software MAS90 Version4 MASSO MAS_ABC a prompt for the accounti ng Payroll Data Location C Program Files Sage Software MASS0 Version4 MASSO MAS_ABC date The default date is T the system date Prompt for Accounting Date Restrict Accounting Date to Current and One Future Period Accent cance peee i 3 Click Accept If a prompt for the accounting date is not set in Company Maintenance the module defaults to the accounting date it was last set at on that workstation unless the Auto Set Accounting Date from System Date check box is selected 102 Sage MAS 90 Installation and System Administrator s Guide SETTING ACCOUNTING DATE PREFERENCES Setting the Accounting Date from the System Date Setting the Accounting Date from the System Date The accounting date for all modules can be set from the workstation s system date for convenience and to ensure that users do not accidentally use an old accounting date To set the accounting date from the system date 1 Select Library Master Main menu gt Company Maintenance 2 On the Preferences tab select the Auto Set Accounting Date from System Date check box ith Company Maintenance ABC 5 31 2010 Company Code E WW OLORO Company Na
74. etting a Workstation to Automatically Log Off 4 Inthe Copy User window at the Copy From field enter the user you are copying from ik Copy User Copy From User Logon Options 5 Select whether you are copying all user information including roles and preferences and then click Proceed Setting Additional User Preferences for Security Note User preferences are preferences that apply to each user You can set up T h r ais A a E a o access the User additional security measures for individual users such as setting a Maintenance Preferences tab Workstation to automatically log off and manually locking certain users you must have the out of the system correct security permissions setup For security purposes a workstation can automatically log off if it is left for your role For iore informati n unattended for a specified period of time This feature ensures that see Setting Up workstations are not accidently left with the software running allowing Roles and Users for unauthorized users access to sensitive information Security on page 86 Setting a Workstation to Automatically Log Off To automatically log off a workstation 1 Use any of the following methods to open the User Maintenance window e Inthe Administrative Tools screen click User Maintenance e Inthe Manage Your System screen click Define Users and Security Access e Select Library Master Main menu gt User Maintenance 2 Select
75. f copies of the Program on your hardware accepted all of the terms and conditions of this Agreement YOU WILL INDICATE THAT YOU HAVE ACCEPTED THIS AGREEMENT BY DOING ONE OR MORE OF THE FOLLOWING OR ALLOWING OR Do you accept all the terms of the preceding license agreement If you click No the setup will close To install Sage MAS 90 you must accept N this agreement software 8 Sage MAS 90 Installation and System Administrator s Guide INSTALLATION PROCESS Running the Sage MAS 90 Setup Program 3 The Setup program requires you to specify where to install Sage MAS 90 Click Browse to view a listing of all drives and folders available on the server You are prompted to create the path if the path you enter does not exist ZN Warnina If you are upgrading your system from Level 3 x you can only perform Data rust be a parallel installation You must first install the current version 4 x migrated from its 3 x software to a new location and then migrate and convert your Level 3 x location to the 4 x data to version 4 x location After selecting a path click Next Sage MAS 90 B gt r Sage MAS 90 will be installed in the folder indicated below we d To install to this folder click Next To install to a different folder click Browse Destination Folder EA ASage Software MAS IO WersiondiMAS90 software Sage MAS 90 Installation and System Administrator s Guide 9 Chapter 2 Getting S
76. ftware The Setup program verifies that no other programs are running that may be using files to be installed by the Setup program If you receive a message after clicking Next stating that Setup cannot copy files because they are currently in use close all programs and select Continue and then click Next To exit the Setup program select Exit and click Next If you receive a message at the end of the installation stating that Setup was unable to detect an installation of Adobe Acrobat Reader click OK to continue with the installation After the installation process the Autorun screen appears You can install Acrobat Reader from this window Acrobat Reader is needed to view the online Getting Started Guide the module report samples and module overview PDFs in the Help system 14 Sage MAS 90 Installation and System Administrator s Guide INSTALLATION PROCESS Running the Sage MAS 90 Setup Program 10 If you are performing a new installation or installing over an existing version 4 x installation your installation is complete Click Finish If you have Level 3 x data to migrate to this installation use the Migrate Level 3 Data task on the Library Master Utilities menu For more information see Migrating Level 3 x Data on page 73 If you selected to install the Customer Relationship Management module you are prompted to install the Sage MAS 90 and 200 Integration Engine Proceed to step 2 on page 50 Sage MAS 90 3 E j
77. g it up to date with your existing order processing system This is true whether you are currently using a manual system or a different computerized sales order system Conversion Process Complete the following process to ensure that your current accounting system is in balance These steps should be performed after System Startup and after adding all your sales orders to the Sales Order file First enter any unpaid invoices as of your last closed accounting period into the Open Invoice file This process is performed using the Accounts Receivable module Second use the Sales Order module to enter any open orders or back orders into the system To convert your existing sales order system 1 Identify all open orders as of your last closed accounting period 2 Prepare an adding machine tape totaling the orders Sage MAS 90 Installation and System Administrator s Guide 149 AppendixD Overview of Application Startup 3 Using Sales Order Entry enter these orders into the system Use the standard order type for standard sales orders and the open order status for open orders When entering the Sales Order Entry default values clear the Print Sales Orders and Print Pick Sheets check boxes and enter 00 at the No of Ship Labels field in the Default Values for Sales Order Entry dialog box to prevent these documents from being printed 4 Identify all open back orders as of your last closed accounting period 5 Prepare an adding machine tape
78. gs and deduction history To obtain correct information from your Payroll module you must first bring it up to date with your existing payroll system This is true whether you are using a manual system or a different computerized payroll system In compliance with federal and state tax reporting requirements payroll systems operate on a calendar year basis As the year progresses large quantities of quarter to date and year to date data are accumulated therefore the ideal time to convert from your existing payroll system to the Payroll module is on January 1 If this is not possible for your company guidelines for installing the Payroll module at different times during the year follow Converting at the Beginning of the Calendar Year If you are installing the Payroll module at the beginning of the calendar year enter your information into the module however make no entries at any quarter to date or year to date fields These fields are maintained automatically as payroll is processed throughout the year With these tasks completed you can proceed directly to the year s first payroll cycle 144 Sage MAS 90 Installation and System Administrator s Guide PAYROLL Converting in the Middle of the Calendar Year To obtain correct year end totals and proper tax calculations from your Payroll module you must first bring it up to date with your current payroll totals including quarter to date and year to date earnings and a record of vaca
79. in the Windows Environment 7 Note The following installation procedures address the Windows Prior to beginning environments For information on the specific operating system the installation ee process see requirements see the Supported Platform Matrix in the Support area Pre Installation of the Sage Software Online Web site Checklist on page 113 After you have verified the compatibility of your hardware and operating system software you must verify the available hard disk storage space before proceeding with the installation process To do this calculate the total disk storage requirements for each module to be installed This calculation ensures that your hard disk contains adequate space to accommodate your processing requirements System Setup and Library Master require approximately 150 MB of hard disk space Each module occupies approximately 15 to 25 MB of hard disk space An additional 400 MB of disk space is required to install the Crystal Reports Designer Sage MAS 90 Installation and System Administrator s Guide 3 Chapter2 Getting Started Installation Process Read this guide completely before installing and setting up a new installation of Sage MAS 90 Each module has a setup options window that allows you to customize Sage MAS 90 for your specific needs Taking the time to understand all the options available before you install and set up your modules allows you to use your accounting software to its fullest
80. ing are special considerations to be aware of before installing or upgrading Sage MAS 90 on a Novell NetWare network Chapter E All users must exit Sage MAS 90 before performing an upgrade Sage MAS 90 users need full rights to all the files and folders below the MAS90 folder including read write create erase modify and file scan Not granting these rights will result in errors when using Sage MAS 90 Long file name support must be enabled on the server For a list of the supported versions of the Novell Client software and Novell NetWare server and additional information on restrictions and stipulations when running Sage MAS 90 in the Novell NetWare environment see the Supported Platform Matrix located in the Support area of the Sage Software Online Web site Each workstation must recognize the network drive on which Sage MAS 90 is loaded using a mapped drive letter Using Universal Naming Convention UNC paths are not supported Example Correct F Mas90 Home Pvxwin32 exe Wrong Servername Sharename Mas90 Home Pvxwin32 exe If company data is moved to a different data location using Library Master Company Maintenance the same drive letter must be used from all workstations to point to the alternate folders including the server if it is used as a workstation Sage MAS 90 Installation and System Administrator s Guide 25 E Chapter 3 Considerations for Installing on a Novell NetWare Network 26 Sage MAS 90 Inst
81. ion of the window jy Company Maintenance ABC 5 31 2010 Company Code li w 07 Company Name ABC Distribution and Service Corp 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Company Information Address 123 Technology Dr Telephone 949 555 1212 Irvine CA 92618 Fax 184915551213 FederallD No 95 123456789012 State ID No URL Address o E mail Address Trade Name 3 Activated Modules Module Data Level Accounts Payable 4 30 Accounts Receivable 4 30 Bank Reconciliation 4 30 Common Information 4 30 General Ledger 4 30 Inventory Management 4 30 Accept Cancel Delete e 70 Sage MAS 90 Installation and System Administrator s Guide CREATING AND ACTIVATING COMPANIES Copying a Company Copying a Company You can create a new company from an existing company You can copy company information including company forms only company files or only company forms from the source company To copy a company 1 Use any of the following methods to open the Company Maintenance window e Inthe Administrative Tools screen click Sage MAS 90 Company Maintenance e Inthe Manage Your System screen click Create and Manage Your Sage MAS 90 Companies e Select Library Master Main menu gt Company Maintenance Note 2 Inthe Company Maintenance window enter a company code and Although you can company name define multiple company c
82. ion requirements refer to your SageCRM 200 administrator s guide 46 Sage MAS 90 Installation and System Administrator s Guide SAGE MAS 90 AND SAGECRM 200 INTEGRATION OVERVIEW Sage MAS 90 and SageCRM 200 Integration Architecture The following chart illustrates a possible configuration of the SageCRM 200 and Sage MAS 90 server and workstation integration components Your configuration may be different depending on your SageCRM 200 server requirements SageCRM Server SageCRM 200 SQL Server Microsoft Internet Information Services IIS Explorer Server Internet SQL Server Database Sage MAS 90 and 200 Integration Engine Sage MAS 90 Sage MAS 90 Server Workstation Sage MAS 90 Installation and System Administrator s Guide 47 i Chapter 9 Integrating Sage MAS 90 with SageCRM 200 Installing the Sage MAS 90 and SageCRM 200 Components To install the integration between Sage MAS 90 and SageCRM 200 you must install several components These components are provided on separate CD ROMs and should be installed in the order described in the Installation Process on page 49 Required Installation Components The following components are provided on the SageCRM for MAS 90 and 200 CD ROM and must be installed on the SageCRM 200 server s e SageCRM 200 e Sage MAS 90 and 200 Integration The following components are provided on the Sage MAS 90 CD ROM and must be installed on the Sage MAS 90 server and or workstations e
83. l System Sage MAS 90 and 200 Integration Engine account has network access to Sage MAS 90 data and the Select the account to be used by the Sage MAS 90 and 200 Integration SageCRM 200 SQL r f Engine service database The account used must have access to Sage MAS 90 or 200 data and the SageCRM SQL database Local System Account This Account User Name software 52 Sage MAS 90 Installation and System Administrator s Guide INSTALLING THE SAGE MAS 90 AND SAGECRM 200 COMPONENTS Running the Sage MAS 90 and 200 Integration Engine Setup Program 5 Type the port ID to be used by the Integration Engine By default the port value is 8888 but the Integration Engine can use any port between 5000 and 65534 Each instance of the Integration Engine must use a unique port ID Click Next Sage MAS 90 and 200 Integration Engine Type the port ID for the Sage MAS 90 and 200 Integration Engine to use Port ID 8888 software Sage MAS 90 Installation and System Administrator s Guide 53 Chapter 9 Integrating Sage MAS 90 with SageCRM 200 6 Click Install to begin the installation Sage MAS 90 and 200 Integration Engine Click Install to begin the installation To review or change any of your installation settings click Back Click Cancel to exit the wizard software 54 Sage MAS 90 Installation and System Administrator s Guide INSTALLING THE SAGE MAS 90 AND SAGECRM 200 COMPONENTS Star
84. l any modules that you have not purchased you are allowed 45 days access From the First time the module is used DO NOT INTEGRATE any of your existing modules with the nonregistered modules unless you plan to purchase the module s Do you want to change any of your installation selections 8 A program group and icon are established in the Start menu to run Sage MAS 90 Modify this folder if needed and click Next Sage MAS 90 Program icons will be added to the program folder listed below You can type a new folder name or select one from the Existing Folders list Program Folder o Sage Software Sage MAS 90 Existing Folders Accessories Administrative Tools Adobe Crystal Reports Tools software Sage MAS 90 Installation and System Administrator s Guide 13 Chapter2 Getting Started 9 Review your settings and click Next to begin the installation Sage MAS 90 Review the current settings below before the installation begins To change any settings click Back Click Next to begin installing files Current Settings Target Directory C Program Files Sage Software MAS 90 WVersiond MAS30 Estimated Required Disk Space 489264K Estimated Available Disk Space 2097151K Security Model Standard Security System Setup Library Master General Ledger Accounts Payable counts Receivable Payroll Payroll Tax Table Inventory Management Sales Order Purchase Order Job Cost so
85. lation and System Administrator s Guide INSTALLING THE SAGE MAS 90 AND SAGECRM 200 COMPONENTS Manually Installing the Sage MAS 90 and 200 Integration Engine 6 Select the folder where Sage MAS 90 is installed Click Browse to select the MAS90 folder After selecting a path click Next Sage MAS 90 and 200 Integration Engine Click Browse to locate the MAS90 folder for the Sage MAS 90 or MAS 200 installation to be accessed by the Sage MAS 90 and 200 Integration Engine Click Next to continue 7 Target Folder C Sage Software MAS 90 Versiond MASI0 software 7 Proceed to step 4 on page 52 to complete the installation Sage MAS 90 Installation and System Administrator s Guide 59 i Chapter 9 Integrating Sage MAS 90 with SageCRM 200 Uninstalling the Integration Between SageCRM 200 and Sage MAS 90 and 200 Uninstalling the integration between Sage MAS 90 and SageCRM 200 requires uninstalling each component separately The Sage MAS 90 and 200 Integration Engine must be uninstalled first to unlock the necessary files for uninstalling Sage MAS 90 and SageCRM 200 Uninstallation Process The installation process below describes all the procedures that must be performed to uninstall the integration between Sage MAS 90 and SageCRM 200 1 Uninstall the Sage MAS 90 and 200 Integration Engine see Uninstalling the Sage MAS 90 and 200 Integration Engine on page 61 2 In Library Master Company Maintenance remove all Cu
86. low access all modules and all security to permissions for the role select the e You can further allow or restrict the level of access to tasks within a MAS OU chee BOX module by selecting or clearing the check boxes for tasks within modules ie Role Maintenance ABC 5 31 2010 Fle 008 Description Accounts Payable Clerk 1 Tasks 2 Security Events 3 Module Options 4 ODBC Security J MAS 90 Accounts Payable Explorer View Inquiry Maintenance Data Entry Miscellaneous Tasks Reports Forms Setup Options Update Period End Accounts Receivable O Bank Reconciliation Bar Code Bill of Materials JAAR aH e Within each task of the General Ledger Library Master Accounts Payable Accounts Receivable Bank Reconciliation Business Insights Customizer e Business Manager Return Merchandise Authorization and Sales Order modules you can further allow or restrict the levels of security for the role Sage MAS 90 Installation and System Administrator s Guide 89 Chapter 10 Performing System Startup E 8 On the Security Events tab select the check boxes next to the module NOTE and security events that you want to assign to the role For more Supervisor rights y i A i must be granted to information see Role Maintenance in the Help system each module it is not a global user option Role Maintenance ABC 5 31 2010 Role ler OOOO Copy Role 1 Tasks 2 Security Events
87. may take a few seconds to launch Click Next Sage MAS 90 software Sage MAS 90 Installation and System Administrator s Guide 7 Chapter 2 Getting Started 2 Click I Accept to accept the terms of the license agreement You must accept the agreement to continue with the installation Sage MAS 90 p a Press the PAGE DOWN key to see the rest of the agreement e f y END USER LICENSE AGREEMENT IMPORTANT SCROLL THROUGH AND READ THIS END USER LICENSE AGREEMENT THIS AGREEMENT CAREFULLY AND IN ITS ENTIRETY INCLUDING THE INTRODUCTION DEFINITIONS AND TERMS AND CONDITIONS Introduction In order for you defined below to have a license to use defined below the Program defined below you must have accepted this Agreement in the manner described below and have thereby formed a legal agreement between you and the Sage company that publishes and grants licenses to use it The Sage company that publishes the Program and grants licenses to use the Program and the Documentation defined below is referred to herein as Sage Software and is willing to grant to you a license of the scope described herein only upon the conditions that you or someone acting on your direction and behalf such as your Distributor defined below a has provided Sage Software with information including serial numbers to register you as a licensee of the Software defined below covered by this license and b has before or during installation o
88. me ABC Distribution and Service Corp 1 Main 2 Preferences 3 Servers 4 E mail Miscellaneous Print User Logon on Reports Change Data Location Use Workstation Default Printer for STANDARD Report Setting Y Y Use Workstation Default Printer for STANDARD Form Code Allow External Access Retum City Names in All Caps Data Location e AProgram FilesiSage Software MAS30 Version4 MASSO MAS_ABC Select this check box to Payroll Data Location C Program Files Sage Software MAS90Wersion4 MASSO MAS_ABC automatically set the x Date Settings accounting date from the y il system date Auto Set Accounting Date from System Date Restrict Accounting Date to Current and One Future Period Accent cancel Dette EE 3 Click Accept Sage MAS 90 Installation and System Administrator s Guide 103 Chapter 10 Performing System Startup Restricting the Accounting Date to Current and One Future Period When performing certain data entry and register printing functions the accounting date is used as the default When the posting date used for updates does not fall within the current and one future period for the module the summarized totals for the current or future period will not match the transaction detail reports To prevent this problem users with supervisor rights can restrict the accounting date to the current and one future period for the Accounts Payable Accounts R
89. mission settings for user accounts performing Sage MAS 90 tasks on the server Minimum Minimum Share NTFS Folder Setting Setting All Tasks Change Write MAS90 Application Utilities Change Write MAS90 Business Insights Explorer Change Write MAS90 Business Insights Reporter Change Write MAS90 Change Data Location Change Write MAS90 Custom Office Change Write MAS90 Office Template Manager Change Write MAS90 Modifying Forms and Reports Change Write MAS90 from within Modules Library Master Utilities Change Modify MAS90 Printing Tasks Change Write MAS90 Report Manager for Change Write MAS90 modifying forms 118 Sage MAS 90 Installation and System Administrator s Guide SAGE MAS 90 WORKSTATION PERMISSION SETTINGS Minimum Minimum Share NTFS Folder Setting Setting Updates for Pre Version 4 0 Change Modify MAS90 Modules Updates for Version 4 0 Change Read MAS90 Modules Sage MAS 90 Workstation Permission Settings Administrator rights must be set at the local workstation to install the workstation software and to run the Migrate Level 3 x wizard Sage MAS 90 Installation and System Administrator s Guide 119 AppendixB Sage MAS 90 Security Permissions 120 Sage MAS 90 Installation and System Administrator s Guide Appendix e Converting Sage MAS 90 Crystal Reports from a Prior Version
90. missions Setting NTFS and Share Permissions There are two methods mentioned in this appendix for applying permission settings in an operating system the Share share point method and the NTFS method The following procedures describe how to set permissions using each method To set permissions using the Share method 1 In Windows Explorer right click the share point folder and select Properties The Properties window appears 2 Click the Sharing tab and then select Share this folder 3 Click Permissions The Permissions window appears 4 Inthe Group or user names section select the group or user 5 Inthe Permissions section select the applicable permission Full Control Change or Read To set permissions using the NTFS method 1 In Windows Explorer right click the folder and select Properties The Properties window appears 2 Click the Security tab 3 Inthe Group or user names section select the group or user 4 Inthe Permissions section select the applicable permission Full Control Modify Read or Write Sage MAS 90 Installation and System Administrator s Guide 117 AppendixB Sage MAS 90 Security Permissions Sage MAS 90 User Settings The following information provides minimum permission settings for group and user accounts as well as permission settings needed to perform update tasks in Sage MAS 90 Permissions for Users on the Application Server The following information provides the minimum per
91. n a dialog box appears prompting you to install the Integration Engine Click Yes Question 2 Customer Relationship Management has been installed Do you want to install the Sage MAS 90 and 200 Integration Engine 50 Sage MAS 90 Installation and System Administrator s Guide INSTALLING THE SAGE MAS 90 AND SAGECRM 200 COMPONENTS Running the Sage MAS 90 and 200 Integration Engine Setup Program 3 Click Next to proceed with the installation Sage MAS 90 and 200 Integration Engine The InstallShield Wizard will install Sage MAS 90 and 200 Integration Engine on your computer To continue click Next software Sage MAS 90 Installation and System Administrator s Guide 51 Chapter 9 Integrating Sage MAS 90 with SageCRM 200 E a 4 Select This Account to enter the Windows user account the Integration is oie Engine will use to access Sage MAS 90 data and the SageCRM 200 SQL appropriate security Server database The user account must have the appropriate access for the permissions for accessing both Sage MAS 90 data and the SageCRM 200 Integration Engine SQL database over the network consult your system administrator At the User Name field type the user account name If you are installing on a Windows domain network this entry must include the Windows E NOTE domain name hosting the account At the Password field type the Select the Local password for the account Click Next System account option only if the Loca
92. n be found on the Crystal Reports CD ROM prior to installing the software 9 When installing the Payroll module you must also install the Tax Table Update TTU Failure to install the TTU will cause a FILE PRU SOA NOT FOUND message to appear when Payroll is first set up for a company If this condition is encountered you must install the TTU E Note 10 If you are installing the integration with SageCRM 200 determine To set up the the network user account that will be used by the Sage MAS 90 appropriate security and 200 Integration Engine to access Sage MAS 90 data and the access for the Sage a MAS 80 and 200 SageCRM 200 SQL database Depending on your security setup Integration Engine you can use the Local System account or another network account consult your The account must have the appropriate security setup to access network Sage MAS 90 data and the SageCRM SQL database If necessary administrator create a domain account to use You will be prompted to provide this account information during the Sage MAS 90 and 200 Integration Engine installation For more information see Integrating Sage MAS 90 with SageCRM 200 on page 45 11___ If you are installing the integration with SageCRM 200 install the software provided on the SageCRM for Sage MAS 90 and 200 installation CD ROM onto the SageCRM server For more information see Integrating Sage MAS 90 with SageCRM 200 on page 45 and your SageCRM 200 administrator s guide 114
93. n for the role for example Accounts Payable Clerk file Role Maintenance ABC 5 31 2010 Role ae Dien p O Copy Role Description Accounts Payable Clerk 1 Tasks 2 Security Events 3 Module Options 4 ODBC Securite MAS 90 O Accounts Payable O Accounts Receivable O Bank Reconciliation Bar Code O Bill of Materials Business Insights O Common Information O Custom Office O e Business Manager O Electronic Reporting for W2 and 1099s O Fixed Assets O General Ledger le lala 4 Ifyou are creating a role from an existing role click Copy Role otherwise skip to step 7 5 In the Copy Role window enter the name and description of the new role to create Ik Copy Role Copy From AF Elai New Role Name Description Options Copy Menu Tasks Copy Security Events 6 Select the check boxes for copying menu tasks security events and module options permissions then click Proceed 88 Sage MAS 90 Installation and System Administrator s Guide SETTING UP ROLES AND USERS FOR SECURITY Defining Roles 7 On the Tasks tab you can restrict access to modules tasks or security permissions within tasks e To expand each level click the graphic To select all items in a level select the check box next to the option 7 Note e To refine the level of security to individual modules and tasks To allow access to select the check box next to the individual modules to al
94. nded that the conversion process be performed immediately after the completion of period end processing for all integrated modules Sage MAS 90 Installation and System Administrator s Guide 141 AppendixD Overview of Application Startup To convert from your existing job cost system 1 Prepare a list of job to date cost information detailed by cost code and cost type for each open job You should use the information from your last closed accounting period If you are changing the coding format of your cost code from your previous system indicate the new cost codes to use for each entry 2 Inthe Job Cost Options window clear the Post to G L for Direct Cost Transactions and Post to G L for Billing amp Cash Receipt Transactions check boxes The job to date conversion information to be entered should not be posted to the general ledger 3 Set the Job Cost accounting date to the last day of the last closed accounting period 4 InJob Posting Entry enter a separate batch of direct cost entries for each job Enter a separate entry with the job to date units quantity and job to date cost for each cost code and or cost type detail If each job contains a large number of cost code and or cost type detail update each batch separately 5 Ifthe Accounts Receivable module is not integrated with Job Cost use Job Posting Entry to enter billing and cash receipt transactions for each job up to the last closed accounting period Do not enter any
95. ndows 2000 2003 Server Network If company data is moved to a different data location using Library Master Company Maintenance the same drive letter must be used from all workstations to point to the alternate folders including the server if it is used as a workstation Make sure the drive mapping is created so it remains persistent after restarting the workstation Generally this is accomplished either through a logon script or by selecting the Reconnect at Logon check box in the Map Network Drive window at the workstation e For the hardware and service pack requirements for both the workstations and server see the Supported Platform Matrix located in the Support area of the Sage Software Online Web site 28 Sage MAS 90 Installation and System Administrator s Guide Chapter Considerations for Installing on a Windows Peer to Peer Network 7 Note The following are special considerations to be aware of before ae installing or upgrading Sage MAS 90 on a Windows Peer to Peer process see network Pre Installation Checklist on e Only the following operating systems are supported in a page 113 peer to peer configuration e Windows 2000 Professional e Windows XP Professional Edition e Windows Vista Business with Service Pack 1 e Windows Vista Enterprise with Service Pack 1 e Windows Vista Ultimate with Service Pack 1 e The server and all workstations must be using the same operating system For example if the server and three
96. nstallShield Wizard will install Sage MAS 90 Workstation on your computer To continue click 18 software 20 Sage MAS 90 Installation and System Administrator s Guide WORKSTATION SETUP Running Workstation Setup 5 Select the folder where Sage MAS 90 is installed Click Browse to select the MAS90 folder After selecting a path click Next If you are running the Workstation Setup program from the MAS90 Wksetup folder this screen does not appear Sage MAS 90 Workstation p a Click Browse to locate the MAS90 directory to install Sage MAS 90 Workstation to your computer Ls d Ab Click Next to continue p Destination Folder C Program Files Sage Software software Sage MAS 90 Installation and System Administrator s Guide 21 Chapter 2 Getting Started 6 Aprogram group and icon are established in the Start menu to run Sage MAS 90 Modify this folder if needed and click Next Sage MAS 90 Workstation p N P Program icons will be added to the program folder listed below You can type a new folder name or 1 7 select one from the Existing Folders list 1 d Program Folder Sage Software Sage MAS 90 Existing Folders Accessories Administrative Tools Adobe Crystal Reports Tools software 22 Sage MAS 90 Installation and System Administrator s Guide WORKSTATION SETUP Running Workstation Setup 7 Click Install to begin the installation Sage MAS 90 Workstati
97. ntegration Architecture 46 Installing the Sage MAS 90 and SageCRM 200 Components 48 Required Installation Components 48 Installation Process 49 Running the Sage MAS 90 and 200 Integration Engine Setup Program 50 Starting the Sage MAS 90 and 200 Integration Engine 55 Manually Installing the Sage MAS 90 and 200 Integration Engine 56 Uninstalling the Integration Between SageCRM 200 and Sage MAS 90 and 200 60 Uninstallation Process 60 Uninstalling the Sage MAS 90 and 200 Integration Engine 61 Chapter 10 Performing System Startup 63 Starting the Software with No Security 64 Edit Default User Settings 65 Starting the Software with Standard Security 66 Performing Administrative Tasks 67 Creating and Activating Companies 68 Company Activation 68 Copying a Company 71 Migrating Level 3 x Data 73 Verifying Data 73 Migrating Data 73 Converting Data Files to the Current Level 84 Converting Data Files 84 Setting Up Roles and Users for Security 86 Defining Roles 87 Creating Users and Assigning Roles 91 Copying a User 94 ii Sage MAS 90 Installation and System Administrator s Guide Contents Setting Additional User Preferences for Security 95 Setting a Workstation to Automatically Log Off 95 Locking Users Out 97 Setting System Preferences 98 Requiring a Logon and Password 98 Setting Accounting Date Preferences 102 Setting a Prompt for the Accounting Date 102 Setting the Accounting Date from the System Date 103 Restricting the Accounting Date to
98. od idea to protect your system from unauthorized users To change your administrator password 1 Inthe Administrative Tools screen click Change Administrator Password 5 MAS 90 Security Password a Type a password for the Administrator logon below The Administrator logon only has access to certain Library Master programs and cannot be used to run other modules After security is enabled it cannot be disabled Password Confirm Password 2 Inthe MAS 90 Security Password window enter the Password and Confirm Password fields and click OK Sage MAS 90 Installation and System Administrator s Guide 105 i Chapter 10 Performing System Startup 106 Sage MAS 90 Installation and System Administrator s Guide Chapter System Administrator Tasks This chapter provides procedures for maintaining certain tasks that are performed by a system administrator Determining Who is Accessing the System Modules Use Master Console to display all currently logged on users The Master Console includes data on each workstation the module and task being accessed and the accounting date for each user To determine who is accessing the system modules 1 Use either of the following methods to open the Master Console window e Select Library Master Main menu gt Master Console e Select File gt Master Console e On the Standard toolbar click the Master Console button 2 Inthe Master Console window determine the module and task being
99. odes you must define at Ek Company Maintenance ABC 5 31 2010 least one company Company Code 008 Conveit code before Compary Name ABC Distribution and Service Corp Cops A 7 Copy activating any modules 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Company Information Address Telephone Fax Federal ID No j State ID No URL Address Tu E E mail Address Trade Name Activated Modules Module Data Level Use as Default Company for Server Settings Accept Cancel Delete a a Sage MAS 90 Installation and System Administrator s Guide 71 Chapter 10 Performing System Startup 3 Click Copy 4 Inthe Copy Data window at the Source Company field enter the company you are copying from Ik Copy Data Source Company ABC 18 ABC Distribution and Service Corp Destination Company JBC John s Company Data Options o al a SIISE Common Information General Ledger Accounts Receivable Accounts Payable Payroll Inventory Management Sales Order Purchase Order Return Merchandise Authorization Job Cost Bill of Materials Work Order 5 Select whether you are copying all company information including company data and forms only data or only forms and then click Proceed 72 Sage MAS 90 Installation and System Administrator s Guide MIGRATING LEVEL 3 X DATA Verifying Data Migrating Level 3 x Data CG NOTE Prior
100. of days when the entire shop is closed e A calendar for each work center with exceptions to the shop calendar e A list of tools to be used during operations optional To obtain correct information from your Work Order module you must first bring it up to date with your existing work order system This is true whether you are currently using a manual system or a different computerized work order system Because the Inventory Management module is integrated with Work Order it may be impractical to bring the system up to date and reconstruct the original material cost information that should have been recorded If you have installed the Inventory Management module it is difficult to record past material issue transactions for work orders without affecting the current inventory balances The easiest and most effective way to convert the Work Order module is to enter only new work orders into the system Do not record any transactions related to preexisting work orders using the Work Order module You can use the Inventory Management module or the Bill of Materials module to record issues and receipts related to these work orders For labor and miscellaneous expenses the general ledger can be adjusted directly using General Ledger General Journal Entry If the duration of your work orders is short you can quickly complete the conversion process after all of the preexisting work orders are completed Conversion Process Complete the following
101. on B 3 a Click Install to begin the installation 3 y To review or change any of your installation settings click Back Click Cancel to exit y y NL software If you receive a message after clicking Install stating that Setup was unable to detect an installation of Adobe Acrobat Reader click OK to continue with the installation After the installation process the Autorun screen appears You can install Acrobat Reader from this window Acrobat Reader is needed to view the online Getting Started Guide the module report samples and module overview PDFs in the Help system After the Workstation Setup program has copied the necessary files to your workstation a program group is created and an icon is added to the Start menu to run Sage MAS 90 Sage MAS 90 Installation and System Administrator s Guide 23 l Chapter 2 Getting Started 24 Sage MAS 90 Installation and System Administrator s Guide Considerations for Installing on a Novell NetWare Network E NOTE Prior to beginning the installation process see Pre Installation Checklist on page 113 e CG NOTE Integration between Sage MAS 90 and SageCRM 200 is not supported on Novell NetWare networks CG NOTE Every workstation running Sage MAS 90 must use only the supported versions of the Novell Client as specified in the Supported Platform Matrix Not doing so May result in data corruption concurrency and stability issues The follow
102. on Successfully converted reports generate an unconverted backup file in the same folder with a file extension of rp_ If Status Complete appears the report is successfully converted If Status Failed appears note the error message and verify that the company you are logged onto using ODBC contains application data files for the selected report If the conversion wizard cannot convert that report the report must be manually converted If errors are encountered during the conversion the wizard will skip the report and continue with the next selected report 126 Sage MAS 90 Installation and System Administrator s Guide Appendix Overview of Application Startup A WARNING This appendix explains how to successfully upgrade from another After System business management system to Sage MAS 90 for the following Startup has begun modules this process should not be interrupted Any interruption e Accounts Payable may cause important e Accounts Receivable information to be e E lost e Bank Reconciliation e Bar Code e Bill of Materials e e Business Manager e Electronic Reporting for W2 amp 1099s e General Ledger e Inventory Management e Job Cost e Material Requirements Planning e Payroll e Purchase Order e Sales Order e Work Order This appendix is organized alphabetically for ease of reference Sage MAS 90 Installation and System Administrator s Guide 127 AppendixD Overview of Application Startup
103. on and specifying lockout duration Requiring a Logon and Password To further protect your system you can require all users to have a logon and password First decide if you will set up your users with a unified logon or a Sage MAS 90 logon A unified logon allows Sage MAS 90 to authenticate and use the Windows logon If you implement a unified logon users do not need to reenter a logon and password when accessing the software You can however require that users enter their password before accessing the software A Sage MAS 90 logon is independent of the Windows logon and will be required to enter the software When you set up a Sage MAS 90 logon you can enable intruder detection Intruder detection locks a user out of the system when a certain number of logon attempts fail This prevents unauthorized users from trying numerous passwords while attempting to access your system 98 Sage MAS 90 Installation and System Administrator s Guide SETTING SYSTEM PREFERENCES Requiring a Logon and Password To require a unified logon 1 Use any of the following methods to open the System Configuration window e Inthe Administrative Tools screen click System Configuration e Select Library Master Main menu gt System Configuration 2 Inthe System Configuration window select the Use Unified Logon check box to enable a unified logon for each user ik System Configuration ABC 5 31 2010 Registered Customer Sage Software Inc ASec
104. oot Crystal Reports CD ROM Sage MAS 90 Installation and System Administrator s Guide 31 E Chapter 6 Installing Crystal Reports Installing Crystal Reports to the Workstation To install Crystal Reports to the workstation 1 Place the Crystal Reports for Sage CD ROM in the CD ROM drive 2 If Autorun is enabled on the workstation the splash screen appears otherwise on the Start menu click Run and type D Setup exe where D is the CD ROM drive Click Install Crystal Reports 3 The Crystal Reports 10 for Sage Setup window appears Click Next ig Crystal Reports 10 for Sage Setup Welcome to the Crystal Reports 10 for Sage Installation Wizard It is strongly recommended that you exit all Windows programs before running this Setup Program Click Cancel to quit Setup and close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law 4 Inthe License Agreement dialog box select I accept the License Agreement and then click Next 32 Sage MAS 90 Installation and System Administrator s Guide CRYSTAL REPORTS OVERVIEW Installing Crystal Reports to the Workstation 5 Click Browse to change the installation path Select Typical
105. ore you can access the system Sage MAS 90 Installation and System Administrator s Guide 67 i Chapter 10 Performing System Startup Creating and Activating Companies You must create and activate the companies for which data will be processed Many systems are set up with multiple companies to keep financial records for individual companies separate and to separate real company data from test company data Each company is identified using a three character company code Within the modules you can set up data files for each company If you are creating companies that contain similar information you can create companies from an existing company by copying information from the source company For more information see Copying a Company on page 71 Company Activation To create and activate a company 1 Use any of the following methods to open the Company Maintenance window e Inthe Administrative Tools screen click Sage MAS 90 Company Maintenance e Inthe Manage Your System screen click Create and Manage Your Sage MAS 90 Companies e Select Library Master Main menu gt Company Maintenance 68 Sage MAS 90 Installation and System Administrator s Guide CREATING AND ACTIVATING COMPANIES Company Activation 2 Inthe Company Maintenance window enter a company code and company name 3 Enter the fields appropriate to your company including the Federal ID No field Ek Company Maintenance ABC 5 31 2010 Comiat YODO
106. potential You must run the Sage MAS 90 Setup program to perform a new Sage MAS 90 installation to upgrade your system from Level 3 x and to re install over an existing version 4 x installation The InstallShield wizard guides you through the installation The options on the wizard may vary depending on your installation option A series of procedures must be completed for new installations If you are upgrading your software from Level 3 x you must follow additional procedures after installing Sage MAS 90 to migrate your existing data and convert it to the current level Follow these procedures to perform a new installation upgrade your system from Level 3 x or install over an existing version 4 x installation 1 Run the Sage MAS 90 Setup program see Running the Sage MAS 90 Setup Program on page 7 2 If you are upgrading your system from Level 3 x review the following e Migrating Level 3 x Data on page 73 e Converting Data Files to the Current Level on page 84 7 Note 3 Install Crystal Reports this is optional If you do not install pap nn Set up and activate the module files for your companies create roles new reports or create user codes and set up system preferences see Performing modify existing System Startup on page 63 reports and forms 5 Ifyou are converting your existing business management system to Sage MAS 90 assemble the data you need to set up each module see Overview of Application Startup on page
107. process to ensure that your current accounting system is in balance These steps should be performed after System Startup and after adding all of your work order information to the Work Order master file Sage MAS 90 Installation and System Administrator s Guide 151 AppendixD Overview of Application Startup To convert your existing work order system 1 Inthe Work Order Options window clear the General Ledger check box to prevent any postings being made to the general ledger while entering conversion information 2 Enter all open work orders using Work Order Entry 3 Enter all transactions recorded for open work orders using Work Order Transaction Entry Material costs may not be the same as the original costs 4 Print the Work Order Transaction Journal and perform the update 5 Print the Open Work Order Report to verify the information recorded If adjustments are necessary repeat steps 3 and 4 6 Print the Work in Process Recap report to verify the information recorded and to reconcile to the general ledger 7 If you are entering material transactions for existing work orders you can freeze inventory and perform a physical count and physical count entry without updating Updating the Physical Count Variance Register should be performed only after all material issue transactions are recorded for existing work orders Adjustments made during the Physical Count Variance Register update are recorded as physical adjustments in the
108. r tax forms Every report is saved in its own history or draft file for easy retrieval Considerations for Installing Federal and State eFiling and Reporting The following are special considerations to be aware of before installing Federal and State eFiling and Reporting e To use Federal and State eFiling and Reporting with data created in Sage MAS 90 version 4 20 or prior or from another business management system perform the conversion to version 4 30 after the quarter end and before the first payroll in the current quarter to avoid values being placed in the wrong boxes on some forms If conversion is performed mid quarter some eFiling and Reporting forms will require editing e If you are upgrading from version 4 20 or prior and a tax limit type other than Annual is selected in Tax Table Maintenance your limit values will not be calculated correctly on eFiling and Reporting forms until the first payroll run after conversion to version 4 30 Sage MAS 90 Installation and System Administrator s Guide 35 Chapter 7 Installing Federal and State eFiling and Reporting Installing Federal and State eFiling and Reporting to the Workstation You must install Federal and State eFiling and Reporting separately on each Sage MAS 90 workstation To install Federal and State eFiling and Reporting to the workstation 1 Place the Sage MAS 90 CD ROM in the CD ROM drive 2 If Autorun is enabled on the workstation the splash screen appears o
109. ration Engine from the list of installed programs Click Change Remove to start the uninstall process 3 When the Do you want to completely remove the selected application and all of its features message dialog box appears click Yes Sage MAS 90 Installation and System Administrator s Guide 61 Chapter 9 Integrating Sage MAS 90 with Sage CRM 200 62 Sage MAS 90 Installation and System Administrator s Guide Chapter Performing System Startup After installing Sage MAS 90 you are ready to set up companies security and system preferences Enabling security is not required however one company must be created before anyone can access the system Sage MAS 90 offers a flexible security system that can be used to provide appropriate access to the system and to meet your company s specific requirements The security system can be simple or it can be elaborate protecting various combinations of companies modules menus tasks and security permissions by creating multiple roles and assigning these roles to users Roles are assigned to users so that users are restricted to only those tasks that pertain to the roles they are assigned to If the user attempts to access a secured area access is denied When you installed the software you either selected a standard security model for your system or no security The standard security model requires users to log on to the software and allows you to define user roles that allow or restrict
110. ribution balance of each cleared in the a Accounts Payable invoice to its appropriate general ledger account not to the Accounts Options window Payable general ledger account number Print the Invoice Register and select the General update the invoices Ledger check box before proceeding 11 with the update Prepare an adding machine tape totaling any checks you have written since your last closed accounting period 12 Using Manual Check Entry enter these checks step 11 into the system If the check paid an invoice previously entered step 4 or 10 no general ledger distribution is required Type the invoice number exactly as you did when you entered it in step 10 If the check paid an invoice that you did not previously enter you must distribute it to the appropriate general ledger account s 13 Print the Manual Check Register The total should equal the total of the adding machine tape in step 11 If it does not return to Manual Check Entry correct the necessary entries and print the Manual Check Register When the register total and the adding machine tape agree update the manual checks 130 Sage MAS 90 Installation and System Administrator s Guide ACCOUNTS RECEIVABLE 14 Print the Aged Invoice Report and verify that all invoices paid by the manual checks recorded in step 12 are indicated as paid on the report You have now converted to the accounts payable system and are ready to begin using your Accounts Pay
111. ry accounting period end or you can perform a physical count 2 Inthe Inventory Management Options window at the Current Inventory Period field select the previous period the last closed period 3 Inthe Inventory Management Options window clear the General Ledger check box 4 Set the posting date to the last day of the last closed accounting period Sage MAS 90 Installation and System Administrator s Guide 139 AppendixD Overview of Application Startup 5 Inthe Transaction Entry window enter each item s current on hand quantity as a receipt by selecting Receipts at the Transaction Type field You must enter the quantity on hand and the unit cost for each item You can use a single receipt reference for entering the on hand quantities for all items or items can be separated into any logical grouping and entered under different references 6 Print the Transaction Journal and verify all information If necessary select Transaction Entry to make corrections 7 When the register is correct perform the Transaction Journal update 8 Inthe Period End Processing window select Full Period End Processing The current period is set to the period in which you begin processing 9 Inthe Inventory Management Options window select the General Ledger check box 10 Reset the posting date to the first day of the current accounting period 11 Enter any transactions such as sales issues and receipts for the current accounting perio
112. s e Install MAS 90 Select this option to install the Sage MAS 90 Setup program This option is required For more information see Installation Process on page 4 Run Workstation Setup Select this option to install the Workstation Setup program to local workstations Workstation Setup can also be run from the Sage MAS 90 installation This option is required for all workstations Sage MAS 90 Installation and System Administrator s Guide 19 Chapter 2 Getting Started e Install Federal and State eFiling and Reporting Select this option to install Federal and State eFiling and Reporting which allows you to print and electronically file your payroll tax forms as well as your 1099 forms using signature ready plain paper tax forms This option requires the Accounts Payable and or Payroll modules For more information see Installing Federal and State eFiling and Reporting on page 35 A NOTE Install e Business Manager Web Engine Select this option to install the For information on installing the Web Web Engine This option requires the e Business Manager module Engine refer to your e Business e Install Acrobat Reader Select this option to install Adobe s Acrobat Manager Reader Acrobat Reader is required to view the online Getting Started Ala ton Guide Guide the module report samples and module overview PDFs in the Help system 4 Click Next to proceed with the installation Sage MAS 90 Workstation Te I
113. server where Sage MAS 90 is installed 2 If Autorun is enabled on the workstation the Sage MAS 90 Autorun screen appears otherwise select Windows Start menu gt Run and type D AUTORUN EXE where D is the CD ROM drive SAGE MAS 90 software MAS 90 Installation CD Install MAS 90 Run Workstation Setup Install Federal and State efiling and Reporting Install e Business Manager Web Engine Install Acrobat Reader Browse CD Support sagesoftware com 3 Click Browse CD In the Windows Explorer window that appears open the Components folder and launch the IntegrationEngineSetup exe file 56 Sage MAS 90 Installation and System Administrator s Guide INSTALLING THE SAGE MAS 90 AND SAGECRM 200 COMPONENTS Manually Installing the Sage MAS 90 and 200 Integration Engine 4 Click Next to proceed with the installation Sage MAS 90 and 200 Integration Engine The InstallShield Wizard will install Sage MAS 90 and 200 Integration Engine on your computer To continue click Next software Sage MAS 90 Installation and System Administrator s Guide 57 Chapter 9 Integrating Sage MAS 90 with SageCRM 200 5 Click I Accept to accept the terms of the license agreement You must accept the agreement to continue with the installation Sage MAS 90 and 200 Integration Engine Press the PAGE DOWN key to see the rest of the agreement END USER LICENSE AGREEMENT mn IMPORTANT SCROLL THROUGH AND READ T
114. siness Manager Both Sage Payment Solutions and PCCharge Payment Server work with a number of popular merchant accounts Sage Payment Solutions The Credit Card Processing module powered by Sage Payment Solutions is installed with Sage MAS 90 and requires the Accounts Receivable and Sales Order modules to be installed For more information see Set Up the Credit Card Processing Module for Sage Payment Solutions in the Help system PCCharge Payment Server The Credit Card Processing module powered by PCCharge Payment Server is installed with Sage MAS 90 and requires the PCCharge Payment Server and the Accounts Receivable and Sales Order modules to be installed Sage MAS 90 Installation and System Administrator s Guide 39 Chapter8 Setting Up Credit Card Processing Installing the PCCharge Payment Server Installation of the PCCharge Payment Server is a multi phase process To install the PCCharge Payment Server 1 Make sure you have all the information required to configure your PCCharge Payment Server before running the installation Follow the instructions included in the PCCharge Payment Server online documentation 2 Review the PCCharge Payment Server manual available on the PCCharge Payment Server CD ROM The manual is provided as a PDF file A dle 3 Install the PCCharge Payment Server Select a server on your network a that has a modem connection or access to the Internet You will need to modem connections determine your
115. st in version 4 x Select Yes to migrate your existing Previously migrated i A Da a a companies The companies that already exist in version 4 x will appear files and existing version 4 x files will on the Select Company page allowing you to select them for migration be deleted if you Select No if you are migrating for the first time Click Next migrate existing companies Migrate Level 3 Data Wizard InstallShield Wizard Do you want to migrate companies that already exist in Version 4 x Yes Select this option to migrate your existing companies to Version 4 x Companies that already exist in your Version 4 x installation will appear on the Select Company page allowing you to select them for migration If you previously migrated companies during a 4 x installation all company data for those companies selected will be deleted before the Level 3 x files are migrated No Select this option if you do not want to migrate existing company data that exists in Version 4 x Any companies that currently exist in your Version 4 x installation will not display on the Select Company page software 78 Sage MAS 90 Installation and System Administrator s Guide MIGRATING LEVEL 3 X DATA Migrating Data 7 Inthe Migrate Reports window decide if you want to migrate existing Level 3 x Crystal reports If you migrate Crystal reports they will need to be added to the Custom Reports menu using Library Master Report Manager Migr
116. stal Reports is fully integrated with Sage MAS 90 Sage MAS 90 provides a number of customizable Crystal Reports forms as part of the standard installation The Workstation Setup program for Sage MAS 90 installs the standard Crystal Reports Run Time Engine on each workstation allowing all users to view reports created through Crystal however to modify or customize the standard forms included with Sage MAS 90 or to create your own reports you must install the Crystal Reports Design Environment This is provided ona separate Crystal Reports CD ROM Installing the Design Environment You can install Crystal Reports in a number of different configurations For information on the various options and configurations available refer to the Crystal Reports user s manual and online documentation This section of the manual discusses the relevant options required to run in the Sage MAS 90 environment Each user that will be designing customizing or modifying Crystal Reports will need to install Crystal Reports on their local system If you are installing to the workstation for the purposes of modifying or creating Crystal reports you will need to install Crystal Reports and perform a Typical installation The Typical installation uses pre assigned settings For more information see Installing Crystal Reports to the Workstation on page 32 If you are installing Crystal Reports to the network server refer to the Install PDF file located at the r
117. stalled on a separate server from the Sage MAS 90 server Sage CRM 200 and Sage MAS 90 and 200 Integration must be installed on the same IIS Web Server Depending on the number of users accessing Sage CRM 200 it may be necessary to split the Sage CRM 200 SQL Server database and the IIS Web server across two or more machines For more information refer to your Sage CRM 200 administrator s guide Only one company in Sage MAS 90 can be integrated with a single SageCRM 200 database If you are integrating multiple companies in Sage MAS 90 with Sage CRM 200 you must create a separate SageCRM 200 database for each Sage MAS 90 company you are integrating Sage MAS 90 Server a NOTE This is the server on which Sage MAS 90 including the Customer an ge Relationship Management module and the Sage MAS 90 and 200 MAS 90 and 200 Integration Engine are installed The Sage MAS 90 and 200 Integration Integration Engine Engine is a service that provides the interface between Sage MAS 90 is referred to simply data and SageCRM 200 data Sage MAS 90 and the Sage MAS 90 sated ne and 200 Integration Engine must be installed on the same server User Workstations Each workstation accessing the integration requires the installation of Sage MAS 90 workstation components Installation of Microsoft Internet Explorer is also required for users to access the SageCRM 200 Web pages hosted on the SageCRM 200 Web server For more information about SageCRM 200 workstat
118. stem is current These steps should be performed after completing System Startup and after adding all of your account information to the Accounts Payable file To convert your existing accounts payable system 1 Identify all unpaid invoices as of your last closed accounting period 2 Prepare an adding machine tape totaling the invoices This amount should equal the account balance for Accounts Payable in your general ledger 3 Set the posting date to the last day of the last closed accounting period 4 Using Invoice Data Entry enter these invoices into the system Enter the outstanding balance amount for each invoice as of the end of the last closed accounting period During the distribution process post the entire distribution balance to your Accounts Payable general ledger account number This is done because you have already expensed these invoices in a previous accounting period and to do so again would duplicate those expenses By posting to the Accounts Payable account both a debit and an automatic credit are generated in the same amount to the Accounts Payable general ledger account therefore the two amounts offset each other and there is no effect on the general ledger After the conversion process you would not normally post to the Accounts Payable general ledger account number but would post to individual general ledger accounts as appropriate As an alternative to this procedure clear the General Ledger check box in the
119. stomer Sage Software Inc Maintenance 1 Security 2 Modules 3 Registation 4 008C window Unified Logor Internal Security Require all Users to Enter a Password Require all User Passwords to be System Defined Strong Passwords User Defined Passwords must be of a Minimum Length Length Days Attempts 3 Minutes 120 Force Password Change After a Set Number of Days Lock Dut User After a Set Number of Invalid Logon Attempts HAOUOW Unlock User After a Set Number of Minutes Elapse from the Last Invalid Logon ODBC Security Enable ODBC Security within Role Maintenance a 8 Click Accept Sage MAS 90 Installation and System Administrator s Guide 101 Chapter 10 Performing System Startup Setting Accounting Date Preferences Setting a Prompt for the Accounting Date The software maintains personal preferences for each workstation One of these preferences is to prompt for the accounting date the first time a user accesses a module for that day To set a prompt for the accounting date 1 Select Library Master Main menu gt Company Maintenance 2 On the Preferences tab select the Prompt for Accounting Date check box Ek Company Maintenance ABC 5 31 2010 Company Name ABC Distribution and Service Corp 1 Main 2 Preferences 3 Servers 4 E mail 5 Fax Miscellaneous Print User Logon on Reports Change Data Location Use Workstation Default Printer for STANDARD Report S
120. stomer Relationship Management module data for the Sage MAS 90 company This step must be performed for all companies in Sage MAS 90 For more information see Remove Data in the Help system 3 Uninstall SageCRM 200 Before uninstalling verify all users are logged out of SageCRM 200 and shut down IIS Also shut down all processes and services associated with the SageCRM SQL database The SageCRM 200 uninstallation program removes SageCRM 200 the SageCRM 200 SQL database and the Sage MAS 90 and 200 Integration components For more information refer to your SageCRM 200 administrator s guide 60 Sage MAS 90 Installation and System Administrator s Guide UNINSTALLING THE INTEGRATION BETWEEN SAGECRM 200 AND SAGE MAS 90 AND 200 Uninstalling the Sage MAS 90 and 200 Integration Engine Uninstalling the Sage MAS 90 and 200 Integration Engine G NOTE The Integration Engine must be uninstalled separately from Sage MAS 90 You may need to stop the Integration Tf you need to reinstall the Integration Engine for a particular port number Engine service ou must first uninstall the Integration Engine for that port number and before uninstalling Y 8 8 P noer it then install it again You cannot update or maintain an existing instance of the Integration Engine To uninstall the Integration Engine 1 In the Windows Control Panel double click the Add or Remove Programs icon 2 Inthe Add or Remove Programs window select Sage MAS 90 and 200 Integ
121. t user settings no security 65 defining System Security 86 DOS environment installing 3 E e Business Manager data you need 137 editing default user settings 65 eFiling and Reporting installing 35 Electronic Reporting data you need 137 enabling intruder detection 101 F Federal and State eFiling and Reporting installing 35 first time installations System Setup for 7 G General Ledger conversion process 138 data you need 138 graphic conventions 1 H how to use this manual 1 installing Crystal Reports 31 Customer Relationship Management 12 15 45 DOS environment 3 Federal and State eFiling and Reporting 35 from CD ROM 5 modules after installing the software 16 Novell NetWare Network 25 PCCharge Payment Server 40 Sage MAS 90 113 Sage MAS 90 and 200 Integration Engine 12 15 45 50 single user systems 45 Windows 2000 Server 27 Windows environment 3 Windows NT Server 27 Windows Peer to Peer Network 29 Windows Server 2003 27 intruder detection enabling 101 Inventory Management conversion process 139 data you need 139 J Job Cost conversion process 141 data you need 141 L Level 3 x data migrating 73 lockout duration specifying 101 logon requiring 98 Material Requirements Planning data you need 143 migrating Level 3 x data companies 78 Crystal Reports 79 overview 73 system files 77 verifying 73 Visual Integrator jobs 80 154 Sage MAS 90 Installation and System Administrator s Guide mo
122. tandard Security during installation type your Administrator password Click Next Migrate Level 3 Data Wizard InstallShield Wizard Enter Administrator password Password software This window does not appear if security is not enabled Sage MAS 90 Installation and System Administrator s Guide 75 Chapter 10 Performing System Startup 4 Enter the source folder of your existing Level 3 x data The MAS90 folder must be included in the path Click Next Migrate Level 3 Data Wizard InstallShield Wizard Enter the location of your current MAS 90 or MAS 200 Level 3 x directory Use the full path starting with the drive letter or the UNC The path should point to the MAS90 directory for example F apps MAS30 Click Browse to locate the directory software 76 Sage MAS 90 Installation and System Administrator s Guide MIGRATING LEVEL 3 X DATA Migrating Data E 5 Inthe Migrate System Files window select Yes to migrate your system NOTE A A A Ss rol files System files include user logons company information ZIP igrating system i K files does not Codes country codes system preferences and Customizer files Click migrate system Next menu security You will need to enable security for your Migrate Level 3 Data Wizard InstallShield Wizard system after you migrate and convert your data Do you want to migrate your system files Yes Select this option to migrate your Le
123. tarted E i 4 Type the company and registration information found on your packing bd list to register your software If your serial number includes leading zeros make You can access most modules for 45 days before you must register them sure to enter all however the e Business Manager Custom Office Electronic Reporting zero and Visual Integrator modules must be registered before they can be accessed Sage MAS 90 p a e Type your company name and registration information Ed 4 Y u Company Name Reseller Name w N Sage Software Inc None aB Serial Number Customer Number The serial number 7654321 654321 user key customer User Key number and product gt AA1BB2CCIDDAEFSSEGG key are required Product Key SASAS R5R5R SR5RS irspsr SA5R5 software 10 Sage MAS 90 Installation and System Administrator s Guide INSTALLATION PROCESS Running the Sage MAS 90 Setup Program E 5 Selecta security model for the system If you select No Security all users NOTE E a hr a will be able to access all modules and menu tasks until security is fter security is g g R enabled it cannot enabled at a later time If you select Standard Security you will set up be disabled companies roles user information and system configuration after installing the software Standard Security requires users to log on to the system Sage MAS 90 p wi Security is used to prevent unauthorized access to
124. ter 2 Getting Started 3 Overview of System Startup 3 Installing in the Windows Environment 3 Installation Process 4 Installing Sage MAS 90 5 Running the Sage MAS 90 Setup Program 7 Reinstalling 16 Selecting Installation Options 16 Workstation Setup 18 Running Workstation Setup 18 Chapter 3 Considerations for Installing on a Novell NetWare Network 25 Chapter 4 Considerations for Installing on a Windows 2000 2003 Server Network 27 Chapter 5 Considerations for Installing on a Windows Peer to Peer Network 29 Chapter 6 Installing Crystal Reports 31 Crystal Reports Overview 31 Installing the Design Environment 31 Installing Crystal Reports to the Workstation 32 Chapter 7 Installing Federal and State eFiling and Reporting 35 Federal and State eFiling and Reporting Overview 35 Considerations for Installing Federal and State eFiling and Reporting 35 Installing Federal and State eFiling and Reporting to the Workstation 36 Chapter 8 Setting Up Credit Card Processing 39 Overview of Credit Card Processing 39 Sage Payment Solutions 39 Sage MAS 90 Installation and System Administrator s Guide i Contents PCCharge Payment Server 39 Installing the PCCharge Payment Server 40 Accessing the Payment Server Manual 44 Support and Upgrades 44 Chapter 9 Integrating Sage MAS 90 with SageCRM 200 45 Sage MAS 90 and SageCRM 200 Integration Overview 45 SageCRM 200 Requirements 45 Sage MAS 90 and SageCRM 200 I
125. tes for any role assigned to the user This feature allows a user access to certain areas of the system and security events for the limited period of time Before you create user logons and passwords decide whether your system will require a unified logon or a Sage MAS 90 logon for all users For more information see Requiring a Logon and Password on page 98 Note To create a user and assign a role You can only access User A Maintenance if you 1 Use any of the following methods to open the User Maintenance are logged on as window Administrator or if you have a role e Inthe Administrative Tools screen click User Maintenance assigned to you that allows access to Inthe Manage Your System screen click Define Users and Security User Maintenance Access e Select Library Master Main menu gt User Maintenance Sage MAS 90 Installation and System Administrator s Guide 91 Chapter 10 Performing System Startup 2 In the User Maintenance window enter the User Logon field If you selected the Use Unified Logon check box in the System Configuration window this field must match the Windows logon name for the user For more information see Requiring a Logon and Password on page 98 ER User Maintenance ABC 5 31 2010 User Logon yrit LEOL First Name John LastName Smith User Code JWS Password Confirm Password Customization Group Expires 1 Maintenance 2 Preferences Company Start Date
126. the Aged Invoice Report and verify that all invoices that are paid by the cash receipts recorded in step 12 are indicated as paid on the report You have now converted the accounts receivable system and are ready to begin using your Accounts Receivable module Bank Reconciliation Conversion Process To obtain correct information from your Bank Reconciliation module you must first bring it up to date with your existing bank reconciliation system This is true whether you are using a manual system or a different computerized bank reconciliation system To convert your existing bank reconciliation system 1 Verify that all modules being integrated with Bank Reconciliation are fully installed and operational before beginning System Startup 2 Select the Bank Reconciliation check box in the General Ledger Options Accounts Payable Options Accounts Receivable Options Payroll Options and Purchase Order Options windows as appropriate 3 Manually reconcile the last bank statement for each account that you want to use in your bank reconciliation system 4 Perform all preliminary startup activities define the files and set the accounting date using the ending date shown on your last reconciled bank statement 5 Set up the Bank Code file using the ending bank balance from your last reconciled bank statement as a source for the bank account number and ending bank balance 134 Sage MAS 90 Installation and System Administrator s Guide
127. therwise select Windows Start menu gt Run and type D AUTORUN EXE where D is the CD ROM drive To begin the installation process from a server installation of Sage MAS 90 map a drive letter to the share point above the MAS90 folder In the MAS90 Wksetup folder double click AUTORUN EXE to begin the installation 3 On the Sage MAS 90 Autorun screen click Install Federal and State eFiling and Reporting 4 The InstallShield Wizard for the Federal and State eFiling and Reporting option appears Click Next to begin the installation InstallShield Wizard Resuming the InstallShield Wizard for State Federal eFiling and Reporting Wizard will complete the installation of State Federal eFiling and Reporting on your computer To continue click ext It is strongly recommended that you exit all programs before running this Setup program Click Cancel to quit Setup and then close any programs you have running Click Next to continue with the Setup program eme 36 Sage MAS 90 Installation and System Administrator s Guide FEDERAL AND STATE EFILING AND REPORTING OVERVIEW Installing Federal and State eFiling and Reporting to the Workstation 5 Click Accept to accept the terms of the license agreement You must accept the agreement to continue with the installation State Federal eFiling and Reporting License Agreement Please read the following license agreement carefully Press the PAGE DOWN key to see the rest of th
128. ting the Sage MAS 90 and 200 Integration Engine 7 The installation is complete Click Finish The Integration Engine service starts automatically after installation If the service does not start automatically you can start the service manually For more information see Starting the Sage MAS 90 and 200 Integration Engine on this page Sage MAS 90 and 200 Integration Engine The InstallShield Wizard has successfully installed Sage MAS 90 and 200 Integration Engine Click Finish to exit the wizard software Starting the Sage MAS 90 and 200 Integration Engine After installation the Integration Engine starts automatically however at times you may need to manually start the service To start the Integration Engine 1 Select Windows Start menu gt Programs gt Administrative Tools gt Services 2 Inthe Services window select the Sage MAS 90 and 200 Integration Engine Click the Start Service button Sage MAS 90 Installation and System Administrator s Guide 55 Chapter 9 Integrating Sage MAS 90 with SageCRM 200 Manually Installing the Sage MAS 90 and 200 Integration Engine If the Integration Engine is not installed immediately after the Sage MAS 90 Setup program is completed you can manually install it using the following procedure The Integration Engine must be installed to the same server as Sage MAS 90 To manually install the Integration Engine 1 Place the Sage MAS 90 CD ROM in the CD ROM drive of the
129. tion sick leave and benefit accrued hours This is true whether your existing payroll system is manual or computerized To record year to date information 1 Perform the normal setup procedures and enter all employee information into the system 2 Inthe Payroll Options window at the Current Quarter field select the previous quarter 3 Inthe Payroll Options window clear the General Ledger check box This ensures that no general ledger postings are made from the Payroll module Because the prior quarter information should already be reflected in your general ledger balances allowing the postings to update would result in duplicate postings 4 Enter manual checks using Payroll Data Entry for each employee to record the year to date earnings and tax information In the Pay Cycle window verify the Manual Taxes check box is selected and the Print Checks check box is cleared You can use the previous quarter number as the check number Enter all earnings deductions and tax information using the year to date information from the end of the previous quarter If an employee has worked in more than one state make sure the earnings information is entered separately for each state 5 Print the Payroll Data Entry Audit Report and verify all information If necessary make any corrections using Payroll Data Entry 6 Print the Check Register and perform the Check Register update 7 Inthe Period End Processing window select Quarter End Proc
130. to beginning the installation process see Pre Installation Checklist on page 113 CG NOTE GL4000 KBA is also available on the Sage Software Online Web site If you are upgrading from Sage MAS 90 Level 3 x after you install the Sage MAS 90 Setup program for new installations you must migrate your Level 3 x data to the location of your version 4 x installation before it can be converted and ready to use System data that can be migrated from Level 3 x includes company information ZIP Codes country codes system preferences and Customizer files To migrate your Level 3 x user logons before running the Migrate Level 3 x Data wizard you must have security enabled with one user set up If security is enabled you must have security access to the File Utilities security event in order to run the Migrate Level 3 Data wizard Verifying Data The General Ledger module does not allow special characters to be entered as part of an account number or as part of main accounts or segments Special characters are defined as any value other than 0 9 and A Z This does not include the separator value Use the GL Level 3 Account Analysis utility to identify if there are missing records in Account Maintenance or special characters in general ledger accounts The GL Level 3 Account Analysis utility can be downloaded from the Support area of the Sage Software Online Web site For more information on how to prepare your data prior to migrating r
131. to the CD ROM drive where the PCCharge Payment Server CD ROM is located and double click the DOCUMENTATION PDF file Support and Upgrades VeriFone formerly GO Software provides support for the PCCharge Payment Server product and can assist you with troubleshooting the setup configuration and continuing maintenance of the server Contact VeriFone if you are having problems receiving authorizations For contact information refer to the PCCharge Payment Server online documentation 44 Sage MAS 90 Installation and System Administrator s Guide Chapter Integrating Sage MAS 90 with SageCRM 200 This chapter specifically covers the installation of the Customer Relationship Management module and the Sage MAS 90 and 200 Integration Engine which are required for the integration between Sage MAS 90 and SageCRM 200 Read this guide and your Sage MAS 90 or 200 Integration Installation and System Administrator s Guide completely before installing and setting up the integration between Sage MAS 90 and SageCRM 200 Sage MAS 90 and SageCRM 200 Integration Overview The Customer Relationship Management module in Sage MAS 90 provides an integration between Sage MAS 90 and SageCRM 200 SageCRM 200 is an Internet enabled customer relationship management application that provides access to customer prospect and partner information When SageCRM 200 is integrated with Sage MAS 90 SageCRM users can access Sage MAS 90 accounting system tasks while man
132. totaling the back orders 6 Using Sales Order Entry enter these back orders into the system Use the back order order type for back orders and the open order status for open orders 7 Print the detail version of the Open Sales Order Report for all order types and the open order status The Open Order and Open Back Order field totals shown on this report should equal the totals on the adding machine tapes prepared in steps 2 and 5 If the totals do not agree check your adding machine tapes and the Open Sales Order Report Return to Sales Order Entry and make any necessary corrections and then reprint the report as an audit record of your outstanding orders You have now converted to the sales order system and are ready to begin routine processing activities Work Order Data You Need Before beginning Work Order System Startup have the following information assembled and available for use e Your General Ledger Chart of Accounts e A list of work center locations including the number of employees and number of standard hours available per week at each location e A list of operations to be performed including cost and overhead calculations and general ledger production cost accounts 150 Sage MAS 90 Installation and System Administrator s Guide WORK ORDER e A list of employees optional including labor rates and social security numbers e A list of labor crews optional including the employees in each crew e A calendar
133. tup Maintenance program This program allows you to modify the we d y Reinstall previously installed modules Uninstall El Remove all installed modules software Sage MAS 90 Installation and System Administrator s Guide 17 Chapter2 Getting Started Workstation Setup The Workstation Setup program is used specifically for Windows 7 Note workstations attached to a Novell or Windows network This program must nage Sofware be run in order to use Sage MAS 90 software on any workstation The does not support running Sage workstation from which the Sage MAS 90 software was originally installed MAS 90 through a does not need to run this Setup The Workstation Setup program copies all shared network the necessary Dynamic Link Libraries and programs to the installation of Windows Windows System folder and also sets up the initialization files for this particular workstation For workstation operating system requirements see the Supported Platform Matrix in the Support area of the Sage Software Online Web site Running Workstation Setup A WARNING The Workstation Setup program can be run from the Sage MAS 90 The Workstation CD ROM or from the server where Sage MAS 90 is installed Setup program will not run if it is not executed froma To run Workstation Setup mapped drive letter Do not run the 1 Close all other programs before beginning the installation process In ie i 2 addition temporarily shut down
134. ture is correct and complete 6 Print a Bill Validation Report This report examines the entire Bill of Materials file Correct any inaccuracies and print this report again if applicable You have now converted the bill of materials system and are ready to begin using your Bill of Materials module 136 Sage MAS 90 Installation and System Administrator s Guide E BUSINESS MANAGER e Business Manager Data You Need Before beginning e Business Manager System Startup have the following information assembled and available for use 7 Note e The IP address and port number for each of the three servers IIS SMTP Ferme and Web Engine regarding setup procedures refer to e A list of your item categories your e Business Manager e A list of user IDs and passwords to assign to Internet enabled customers instalation Guide for the order applet only e A list of user ID e mail addresses and the company to which each user is assigned Electronic Reporting for W2 amp 1099s Data You Need Before beginning Electronic Reporting System Startup have the following information assembled and available for use e The appropriate government forms and publications e The Quarterly Tax Report printed from the Payroll module e A Vendor Listing printed from the Accounts Payable module for which you have selected the Print 1099 Payment History check box in the Vendor Listing window Sage MAS 90 Installation and System Administrator s
135. uiy 2Modules 3 Registration 4 ODBC Sage Unified Logon Use Unified Logon Internal Security Require all Users to Enter a Password Length Days Attempts Minutes ODBC Security Enable ODBC Security within Role Maintenance 3 Click Accept Sage MAS 90 Installation and System Administrator s Guide 99 Chapter 10 Performing System Startup To require a Sage MAS 90 password 1 Use any of the following methods to open the System Configuration window e Inthe Administrative Tools screen click System Configuration e Select Library Master Main menu gt System Configuration 2 Inthe System Configuration window select the Require all Users to Enter a Password check box Ei System Configuration ABC 5 31 2010 Dark Registered Customer Sage Software Inc Uninstall 1 Secuiy 2 Modules 3 Regstaton 4 ooeec Unified Logori Internal Security Force Password Change After a Set Number of Days Days user accesses the software a dialog box will prompt the user to define a password DDEC Security Enable ODBC Security within Role Maintenance Attempts If this check box is selected 7 Require all Users to Enter a Password Y after user codes are set up Require all User Passwords to be System Defined Strong Passwords O without passwords when a User Defined Passwords must be of a Minimum Length C Length O O Lock Out User After a Set Number of Invalid Logon Attempts Minutes
136. uld contain PROVIDEX DDF Definition File Path of INI file for non dictionary defined files 122 Sage MAS 90 Installation and System Administrator s Guide USING THE CRYSTAL REPORT CONVERSION WIZARD 4 Select the Logon tab At the Company code field type your company code in uppercase Verify that the company selected has the appropriate modules installed For example do not convert Manufacturing Crystal Reports W O or B M for demo company code ABC Those modules do not exist and the conversion will not complete on the reports At the Default UserID field type the user logon and at the Password field type the password and click OK MA ProvideX ODBC Driver Setup XA Basic Server Logon Options Debug About Company code ABC Default UserlD JCN Password MM Session ID Apoy 5 At the User ID and Password fields type the same user logon and password that you typed in the ProvideX ODBC Driver Setup window Click Next MAS Crystal Report Conversion Wizard Choose a Data Source The Conversion Wizard needs access to a valid data source in order to verify the changes made to each report Data Source ProvideX SOTAMAS90 Configure User ID IWSMITH ROA Password lt Back Next gt Cancel Sage MAS 90 Installation and System Administrator s Guide 123 Appendix C Converting Sage MAS 90 Crystal Reports from a Prior Version 6 At the Reports Path field
137. ut of the system Users can also be locked out of the system if a number of incorrect logon attempts occur or if the expiration date for all users roles has expired This can be done using the System Configuration task To lock users out of the system 1 Use any of the following methods to open the User Maintenance window e Inthe Administrative Tools screen click User Maintenance e Inthe Manage Your System screen click Define Users and Security Access e Select Library Master Main menu gt User Maintenance 2 Select a user at the User Logon field ik User Maintenance ABC 5 31 2010 DAX User Logon Ws 0 00 1 First Name John LastName Smith User Code JWS Password Confirm Password Customization Group Expires 1 Maintenance 2 Preferences Company Role Start Date Expiration Date 1 ABC ABC Distribution and Service AP Clerk Accept Cancel Delete 3 Select the User Account Locked check box and click Accept Sage MAS 90 Installation and System Administrator s Guide 97 i Chapter 10 Performing System Startup Setting System Preferences The software is equipped with a number of features that can effectively keep unauthorized users from accessing programs and files In addition to basic security features additional measures can be taken to further secure your data These additional measures include requiring a logon and password enabling intruder detecti
138. vel 3 system files to Version 4 System files include user codes if you selected Standard Security during installation company setup files ZIP Codes Payroll Tax Tables system preferences and Customizer files If you previously migrated your Level 3 system files or entered any data in Version 4 and select this option again ALL Data in Version 4 files will be removed before the Level 3 system files are te migrated C No Select this option if you do not want to migrate your Level 3 system and Customizer files to Version 4 If you do not migrate your system files at this time you will need to set up your system information and Customizer for example user codes ZIP Codes and Customizations If you previously migrated your system and Customizer files these files will remain unchanged software If you are remigrating data remigrating system files will delete most existing system files and remigrate them from your Level 3 x system Click Yes to remigrate the files Question 9 WARNING If you have previously migrated your level 3 system files or have created system files within your Level 4 ns installation those files will be deleted before the Level 3 system files are migrated Continue with System migration Sage MAS 90 Installation and System Administrator s Guide 77 Chapter 10 Performing System Startup N 6 The Migrate Companies window allows you to migrate companies that WARNING Ei gt e may already exi
139. vents that allow users to perform tasks related to their jobs Roles are company independent though you can assign roles to users who are restricted from entering certain companies G NoTE Security is not required however a Default role is included in Sage MAS 90 a for all users Users assigned to the Default role have access to allmodules ba disabled except security events The Default role cannot be modified When establishing your system s security use the concept of roles to identify the specific tasks and options you want users to be able to access Users can be assigned to multiple roles so design your roles to be as granular as you like Role permissions are cumulative which means if a user is assigned to two roles where one role gives the user access to a program while another role does not the user will be granted access to this program You must determine the requirements for your security system In most cases it is better to start with a simple arrangement As more sophistication is needed this flexible system can be refined easily 86 Sage MAS 90 Installation and System Administrator s Guide SETTING UP ROLES AND USERS FOR SECURITY Defining Roles Defining Roles Note Roles are set up to reflect the functional roles within an organization These ce roles are global to the software and are company independent Permissions must be logged on assigned to roles allow assigned users access to the areas of the software
140. y miscellaneous codes that you want to set up such as for overhead labor and outside processing Sage MAS 90 Installation and System Administrator s Guide 135 AppendixD Overview of Application Startup To obtain correct information from your Bill of Materials module you must first bring it up to date with your existing bill processing system This is true whether you are using a manual system or a different computerized bill of materials system Conversion Process Complete the following process to ensure that your system is current These steps should be performed after completing System Startup and after adding all of your bill information to the Bill file To convert your existing bill of materials system 1 Prepare a list of existing bills from your manual or computerized system Verify that the information is current 2 Review the structure of the existing bills When possible employ the modular bill structure to save work and provide increased flexibility 3 Enter the bills and complete the header information 4 Enter the component items miscellaneous codes and comments for each bill If your bills use bill options examine the bills to verify that all options and any option interactions are taken into account 5 Print a Single Level Bill of Materials Report for all bills and verify the information against the listings provided in your old system Print an Indented Bill of Materials Report and verify that the bill struc
141. your Sage MAS 90 system If you are migrating gt F 2 from an existing system you must select Standard Security to migrate users Select a security Y model below y 2 No Security k Security will not be configured Security can be enabled at any time using Role Maintenance and User Maintenance If you select Standard Security create an 4 N Standard Security ini Select this option to restrict access to specific users Individual roles can be configured to administrator password refine access to modules and tasks in the system Selecting Standard Securty creates an You will need this he Administrator logon Type a password for the Administrator logon below The Administrator logon only has access to certain Library Master tasks and cannot be used to run other password to enter the modules After security is enabled it cannot be disabled system create companies and set up roles users and system preferences Administrator Password nmm The Administrator password must be at least eight characters long Confirm Password mimi software Sage MAS 90 Installation and System Administrator s Guide 11 Chapter 2 Getting Started 6 Modules that have been purchased are automatically selected Clear the check box of each applicable module that you do not want to install The time required for installing modules depends on the number of modules installed If several modules are installed this process c
142. ystem 127 Accounts Payable conversion process 129 data you need 128 Index converting to a Sage MAS 90 system continued Accounts Receivable conversion process 131 data you need 131 Bank Reconciliation conversion process 134 Bar Code data you need 135 Bill of Materials conversion process 136 data you need 135 e Business Manager data you need 137 Electronic Reporting data you need 137 General Ledger conversion process 138 data you need 138 Inventory Management conversion process 139 data you need 139 Job Cost conversion process 141 data you need 141 Material Requirements Planning data you need 143 Payroll converting beginning of calendar year 144 converting middle calendar year 145 data you need 144 Purchase Order conversion process 147 data you need 147 Sales Order conversion process 148 data you need 148 Work Order conversion process 151 data you need 150 copy a company 71 creating companies 68 public tasks 108 user code 91 Credit Card Processing setting up 39 Crystal Reports converting 121 converting from a prior version 121 Sage MAS 90 Installation and System Administrator s Guide 153 Crystal Reports continued installing 31 migrating 79 overview 31 Customer Relationship Management installing 12 15 45 setting up 49 customizing My Tasks 108 D data files converting 84 date restricting accounting date 104 setting prompt for 102 setting the accounting date from the system 102 defaul
143. ystem Administrator s Guide E NOTE If a field name used within the report or form no longer exists in the data source it will be noted on the listing and removed from the report or form If the removed field is contained in a formula a Crystal Reports error in printing message will appear when printing USING THE CRYSTAL REPORT CONVERSION WIZARD 7 Click Finish to initiate the conversion process click Back to return to the previous wizard or screen click Cancel to exit the wizard MAS Crystal Report Conversion Wizard Completing the MAS Crystal Report Conversion Wizard The wizard has collected all the necessary information to perform the report conversion process To convert your reports click Finish 8 Click Print to get a listing of the selected reports and the conversion status of each report The listing prints to the default Windows printer Converting Reports Starting report conversion process Report C Program Files Sage Software MAS 30 Wersion MASIOReports APWOOL RPT Status Complete Report C Program Files 5age Software MAS 90 Version4 MAS90 Reports AP WO02 RPT Status Complete Report C Program Files Sage Software MAS 90 Version4IMAS9D Reports APWOD3 RPT Status Complete Report conversion process finished Sage MAS 90 Installation and System Administrator s Guide 125 AppendixC Converting Sage MAS 90 Crystal Reports from a Prior Versi

Sage MAS 90 Version 4.3 Installation and Administration

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