Expanded Global Enhancements
Many of the enhancements made to the General Ledger module in Version 4.0 have been incorporated in the Accounts Receivable, Sales Order, Return Merchandise Authorization, and Bank Reconciliation modules in Version 4.10.

Note: Some, but not all of these global enhancements are also available in the e-Business Manager module.

Enhanced User Interface:
The following features have been added to allow for streamlined data entry processing:

• New controls for flexible line entry
• Customizable column widths
• Sort and hide fields
• Undo saved changes
• Resize windows
• Drag-and-drop interface
• Updated with redesigned icons
• Scrollable data entry lines
• Dual-grids for line item entry
• Hyperlinks for quick access to related information, such as salespersons and customers

Expanded Usage of Crystal Reports:

• You can now use Crystal Reports to customize all of your standard Sage MAS 90 and 200 reports.
• You can also benefit from the multiple report output options, including Word, Excel, and Adobe PDF.

Saved Report Settings:

• Set up pre-defined report selection options for reports, decreasing setup time and reducing errors in report generation.
• Establish selection criteria ranges based on the available fields, set the default printer and number of copies to print, as well as choose between summary and detailed output.
• Saved settings can be secured in the following ways:
• Public - Allows you to modify and save a particular report setting.
• Private - Displays for the user who created the report setting.
• Read Only - Allows you to modify the saved setting and print the report with the new settings, without saving the modifications to the setting.

Improved Batch Auditing:

• Additional data for each transaction batch is maintained to record an accurate audit trail of each batch created, such as:
• The user who created the batch
• The date and time the batch was created
• The user who last updated the batch
• The date and time of the last batch update
• The record count for the batch

Memo Management:

• Establish, manage, and display memos.
• Determine when and where specific memos automatically display and when memos can be edited.
• Attach documents or files to memos. These attachments can be used to track customer and vendor correspondence, company policies, and other internal workflow procedures.

Flexible Security Attributes:

• Now in the Accounts Receivable, Sales Order, Return Merchandise Authorization, and Bank Reconciliation modules, you can set permissions for each task within a particular role, giving the administrator or a user with administrator rights complete control over who can create, modify, delete, or view entries. These controls include: Full Control, Create, Modify, Delete, and View Only.
• Provide greater control of user access while allowing for more flexibility with security events, which have replaced module-level override password (previously defined in Setup Options).

Improved Customer Maintenance and Inquiries

Enhanced Credit Limit Checking

Improved Repetitive Invoice Entry

Copy Repetitive Invoices from One Customer to Another:

• Copy repetitive invoices from one customer to another. This is especially useful for customers who have monthly billings that are the same for a large group of customers.

Improved Cash Receipts Entry

Enter Separate Comment Lines:

• You can enter separate comment lines in Cash Receipts Entry. This is very useful in the collections process based on potential arrangements made between the business operator and their customer.

Easily Apply Payments:

• A new Select Cash Receipts Invoice window has been added for greater ease in applying payments to invoices.
• You can use the CTRL key or SHIFT key to select multiple invoices for speedy selection.

Enter Cash and Credit Card Receipts in One Deposit:

• You can now use Cash Receipts Entry to enter both cash credit card receipts in a single deposit.

New Attachment Capability

Send or Print Statements:

• You can send statements as an Adobe PDF attachment to the customer's specified e-mail address. Additionally, you can choose to e-mail and/or print statements in Accounts Receivable Statement Printing.

New Sales Order to Job Cost Integration
Companies that provide both material sales and services will discover that the sales order to job cost integration provides them with a seamless interaction between the sales and service departments.

Link Jobs to Orders:

• You can link a job to a given order. Manufacturers using the Job Cost module benefit from additional invoicing methods such as down payment or fixed-bid invoices established through the initial sales order linked to the job. The job can be used to track material and labor costs accrued to date and optionally billed back to the customer at job completion or on a time-and-materials basis.

Assign Cost Codes and Cost Types to Lines:

• You can assign the cost code and cost type to specific lines within a sales order.
• Additional services can be allocated to the job including labor, subcontracted services, purchase orders, and material.

Enhanced Sales Order Entry and S/O Invoice Entry

Serialized Item Distribution Streamlined:

• Selecting serialized items for distribution has been streamlined to save keystrokes and simplify the process, allowing multiple serial numbers to be selected and allocated at one time.

New Personalization Feature for Setting Defaults:

• A new Sales Order Entry personalization feature allows you to specify the warehouse, order type, print order, print pick sheet, ship via, or FOB as default attributes for current and future sales orders.
• This new feature makes data entry faster and more accurate.

Added Security Events:

• The following security events have been added to provide greater control in Sales Order Entry and S/O Invoice Data Entry:
• Prevent sales orders on hold from being invoiced.
• Prevent an item from being oversold based on the available quantity.
• Allow for manager overrides of backordered items.
• Prevent customer records from being added on the fly.

New Settings to Interface with StarShip:

• You can set the shipping address as a residential address which flows seamlessly to StarShip for rate calculation and delivery.
• A new e-mail address for the customer ship-to address allows the ship-to e-mail address to be passed to and leveraged by StarShip for notification purposes.

Improved Sales Price Recalculation for Options Bills:

• Recalculating the price of an exploded bill of material (BOM) now includes the prices associated with all bill options specified with the BOM, eliminating the need to reselect bill options.

Default Warehouse for Inventory Items:

• A new option in Sales Order Options allows you to use an inventory item's warehouse as the default warehouse instead of the header warehouse.
• Select an item from Sales Order Entry to automatically assign the default warehouse, ensuring that items are sold from the preferred warehouse.

Prevent Duplication of Customer Purchase Orders:

• The customer purchase order number entered now validates against past customer purchase order numbers for proper tracking to the original customer request.
• You have the option of looking up previous purchase order numbers. This can be used to prevent accidental duplication of customer orders.

Automatically Calculate Credit History Aging Totals:

• The aging totals within the Customer Credit History lookup window dynamically calculate based on period-to-date information, ensuring that you have the most current credit figures available at all times.

Shipping Enhancements

Customer Memos Available in Shipping Data Entry:

• Customer memos created through Memo Manager are now accessible from Shipping Data Entry.

Sort and Match Picked Items for Shipping:

• You can sort to match the sort order of picking sheets to streamline the shipping process.
• This feature allows the shipping clerk to match picked items to ship them, and fill orders faster than ever before.

Set Backorder Amounts for a Shipment:

• A new shipping setup option allows the shipper to set the backorder amount for a shipment to zero or to leave a line in unresolved status. This is useful for some organizations that do not want to backorder items or need to prioritize quantities to specific orders.

Enhanced Form and Reporting Capabilities

New Report Sort and Selection Criteria:

• Many reports in the Accounts Receivable, Sales Order, and Return Merchandise Authorization modules now have new sort and selection criteria added for greater reporting capability.

Include Bill Options in Order and Picking Sheet Printing:

• You can now include bill of material (BOM) bill options in order and picking sheet printing.

Increased Number of Tracking Numbers Prints:

• Previously, only three package tracking numbers associated with an invoice were printed on the invoice or visible from invoice history. Now, a complete list of all tracking numbers assigned to a given sales order prints and is visible from invoice history.

Print Sales Orders by Warehouse:

• A new option allows for the printing of sales order invoices by warehouse for added flexibility. This is especially useful for Sage MAS 200 customers that may have branches throughout the country with each branch responsible for invoicing their own shipments.

Enhanced Customer Sales Analysis Report Options:

• You can select to print period-to-date and year-to-date data on the Customer Sales Analysis report.
• You can also select the fiscal year and accounting period to include in the report.

Print Labels in Multiple Avery Formats:

• In the Accounts Receivable module, you can now select labels to print in multiple Avery formats supported through Crystal Reports.

Display Discounts:

• When printing statements, you can display discounts based on a statement date. This is useful when the invoice is outside the discount date.

Maintain and Report History by Year and by Period:

• Two new reports, Customer Sales History by Period and Salesperson Sales History by Period reports allow you to to print customer and salesperson sales history information by period for a specified fiscal year.

Improved Auto Generate Invoice Selection

Filter on Ship Date and Promise Date:

• The Auto Generate Invoice Selection window now includes the ability to filter on ship date and promise date to help narrow down your search and expedite the invoice creation process.

New Lot and Serial Number Tracking Inquiry

Track Purchases Based on Lot or Serial Number:

• There is a new serial and lot tracking inquiry that allows you to determine who purchased a particular item based on a serial or lot number.
• This feature allows you to send shipments to a customer based on the same lot to ensure consistency.

New and Enhanced Purge Utilities

Purge Accounts Receivable Historical Data:

• A new purge utility, Purge Accounts Receivable History, allows you to purge Accounts Receivable historical data, including invoice, cash receipts, customer sales, deposit, and salesperson history. You can purge multiple history files, a combination of history files, or one history file at a time.

Purge Sales Tax History:

• The Purge Sales Tax History utility in the Accounts Receivable module now has an option for removing sales tax history by tax code.

Purge Obsolete and Backordered Sales Orders:

• A new sales order purge utility, Purge Obsolete Sales Orders, allows you to purge obsolete and backordered sales orders without affecting the status of any open orders.
• You can filter by date and other various sales order attributes. This is very useful for companies that have no intent of fulfilling orders for outdated products that have been placed on backorder as well as orders that were inadvertently processed over time.

Renumber Internet Customers:

• You can use the Delete and Change Customers utility to renumber any Internet customer records that have changed to a customer type with a different division, ensuring that the division set up for electronic commerce is properly maintained for reporting purposes.

Enhanced Visual Integrator Capabilities

Enhanced Substring and Multiple Manipulation:

• Jobs for all modules now support the capability to perform substring manipulations. Specifying substrings allows you to import only a portion of the data.
• Support now also includes multiple manipulations of the same field, including changing the start position, length, and in some cases, the maximum field length.