Sage MAS 500 Version 7.4 includes features that can help your business save time, do more and grow faster. Learn new MAS 500 features such as customer refunds, landed costs, preferred vendor override and much more.

1. Sage MAS 500 Version 7.4 Sneak Peak

2. What’s New in 7.4 and Why it’s Important
Productivity Enhancements
Landed Cost Improvements
Unit of Measure Improvements
Manufacturing & Distribution
Platform & Performance
Retirements

3. 7.4 - Productivity Enhancements
• Create and Track Overpayment of Invoices
• Process Customer Refunds in Cash Receipts
• Support Negative SO Non-Inventory Line Items
• Business Insights
o Export All Data or Only the Current View
o Return “Top N” Rows Only

4. Overpayments or Negative Invoices
Sales
Order
Payment = ≠
Shipment
Invoices
Customer
Status
Unapplied
Aged Amount
Cash
Receivables Invoice
Receipt
AR Trial
Balance
Statement

5. Overpayments or Negative Invoices

6. 7.4 Overpayments – Explore Invoices

7. Customer Refunds from Cash Receipts
To clear an unapplied credit memo or an unapplied payment in Accounts Receivable:
1. Create a batch in Process Invoices, and Enter Invoices.
2. Select Debit Memo from the Invoice list.
3. Click the Detail tab, and select the correct General Ledger account. Complete remaining fields as needed.
Note: When posted, the debit memo will debit A/R, and credit the offset account used for the debit memo line item.
4. Click the Totals tab, and click the Appls button.
5. Select the applicable unapplied memo or payment.
6. Save the record, and post the batch.
If Cash Management is used:
1. Create a batch in Process Bank Transactions, and create a bank transaction to reverse the effects of the original
deposit of the unapplied payment.
2. If a cash account is used on the A/R debit memo, use a cash account as an offset account for the Bank
Transaction. This has a net effect of zero for the cash account and updates Cash Management records.
If an A/P check is required for issue to the customer:
1. Create a vendor account for the customer in Maintain Vendors. If desired, associate the vendor record with the
customer record in Maintain Customers.
2. Expand Accounts Payable and Activities. Double-click Process Vouchers.
3. Create a batch.
4. Create a voucher for the vendor created above for the refund amount. Credit the appropriate accounts.
5. Generate and print the check using Process Invoices for Payment or Process Manual Checks. Alternatively, add the
voucher on the fly, and create a quick print check in Process Manual Checks.

8. Customer Refunds from Cash Receipts
1
2
3

9. Negative Sales Order Lines
Rebates
Coupons 24 Votes
One-time
Discounts

10. Negative Sales Order Lines

11. Business Insights Explorer

12. Business Insights Performance
Performance
Improvements

13. Business Insights Top “N”
Improves
performance and
provides a “Quick
Look” for top
performers

14. Business Insights Export

15. Business Insights Export

16. Landed Cost Improvements
Vendor Freight Expense
Per Item
Third Party Freight

17. 7.4 - Landed Costs Improvements
• New option to apply freight to item auto generates landed cost
• Flexibility to define landed cost types independent of specific item or
vendor
• Apply at receipt line using per-unit percent of cost or flat amount per unit
– OR
• Apply to receipt total and allocate by cost, quantity, weight,
volume or manually
• Override allocation method and/or change the cost amount
for predefined cost types where the amount is not
predefined
• Override calculated line unit cost (with proper security)

18. Post Freight Amount to Item

19. Allocation Options

20. Landed Cost Improvements

21. Unit of Measure Improvements
Round Buy
Kilos
Rounded Stock
Pounds
Rounded Issue
Ounces
Rounded
Up Receipt
Issue
100.0000 100.00 220.4624
15.6250
220.46 3527.3960 3527.40
15.63 250.0000 250.00
204.8374 204.83 3277.3960 3277.40
Issue 187.5000 187.50 3000.0000 3000.00
17.3374 17.33 277.3960 277.40
Issue 17.3125 17.31 277.0000 277.00
0.0249 0.02 0.3960 0.40
Round
Adjustment 0.0200 0.02 0.3200 0.32
0.0049 0.00 0.0760 0.0800
Adjustment 0.0050 0.01 0.0800 0.08
Down 0.0001 0.0100 0.0040 0.0000

22. 7.4 - Unit of Measure (UOM)
• Expanded decimal precision in data tables
o Stored in expanded precision
o Displayed in user defined precision
• Flexible rounding methods for base (smallest) UOM
• UOM stored with transaction records
• “Auto Adjustments” to prevent “invisible”
quantities
• Physical Count records qty in both
precisions – Displayed in rounded qty
• Bin transfers in any UOM
• New Item UOM BIE view
• Inventory Reporting in alternative UOM

23. Unit of Measure Improvements

24. Manufacturing

25. Override Primary Vendor
Advantages of Disadvantages of
Replenishment Replenishment
• Auto calculate demand • Locked into Primary
across the business Vendor
o Sales Order • Primary Vendor set by
o Production Warehouse Replenishment
• Take advantage of default with no override
quantity discounts from • Can’t take advantage of
vendors cost shopping
• Track and leverage • Can’t leverage express ship
external promotions
and internal
lead times

26. Override Primary Vendor

27. Complete Work Order Step
Progress
Customer Entry
Orders 50
Issue
Issue Work Material for
Order for 50 30
Customer
Begin Changes
Production Order to 30

28. Multiple
Steps to
Step Material Correct
Remains
Open
Quantity
Remains on
Step
Replenishment
Overstated

29. Complete Work Order Step

30. Reverse Progress and Production Entry
Working Away End of Day Last Entry
Distraction

31. Reverse Progress & Production Entry

32. Assign Manufacturing Preferred Bins
Only distribution
precedence
available – how can
I keep enough for
manufacturing?

33. Assign Manufacturing Preferred Bins

34. Backflush from Bin Tracked Warehouse
Bin Tracking makes Backflush makes material
picking faster and easier issues faster and easier
Cannot backflush
from bin tracked
warehouse

35. Backflush from Bin Tracked Warehouse
Labor
Backflush
Material

36. Improved Manufacturing Posting
GL Posting Date IM Transaction Date

37. Labor
Material
Outside
Process
Progress
Completion

38. Improved Manufacturing Posting

39. 7.4 – Platform and Performance
• Crystal XI R2 (v11.5)
• Microsoft Office 2010
• Improve Business Insights Explorer performance
• Update third-party controls
• Visual Studio 2010 and .Net
Framework 4.x
• Operating System and SQL
Server Service Packs
o SQL Server 2008 R2

40. Retirements
FRx eCustomer;
eSalesforce Office XP SQL Server
2000
Retired in
v7.3 Retired
Jan 2011
Replaced by Sage Replaced by
MAS Intelligence eBusiness
Suite

41. Questions

42. BKD Technologies Help Desk
• Sage Software - 866.832.4253
SageSupport@bkd.com
• Monday - Friday, 8 a.m. - 5 p.m.
Support Center toll free

43. Chad Walter
314.231.5544
cwalter@bkd.com
Thank You!