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Dec 15 14

Update: Sage 100 ERP Tax Table Update, Payroll and Accounts Payable 2014 Year-End

by Joseph Powell

NOTE: If you are in charge of closing Sage 100 ERP for 2014, please be sure to review this post!

Sage will release the Sage 100 ERP 2015-Q1 Tax Table Update (TTU) and the 2014 Interim Release Download (IRD) next week (Dec 22 – 26).

These two updates from Sage affect users of the Accounts Payable and Payroll modules. The TTU contains important federal and state tax table changes, while the IRD updates your system to meet 2014 requirements for e-filing and reporting.
read more…

Dec 12 14

Year-End Closing Resources

by Joseph Powell

Year-end closing can be a hectic time for users of an accounting or ERP system. A successful year-end requires planning so you can produce accurate reports and prepare for the new fiscal year.

We highly recommend Sage 100 ERP users check out Sage’s resources for Year End help. There is a TON of info on the the Sage City websiteSage’s online support pages, and their video series.

The most important items to understand are:

  • The overall closing process and order of closing – click here
  • How to close and balance the Accounts Receivable, Accounts Payable, and General Ledger modules – click here
  • How to close the Payroll module – click here
  • What reports to print – click here
  • How to print/eFile W2 forms – click here
  • How to use the copy company utilities
  • How to close subsidiary modules

Here are some tips and reminders from us before you delve into Sage’s resources:

read more…

Nov 21 14

Webinar: Effectively Managing Inventory with Sage Inventory Advisor (December 4)

by Jason Madison

Sage Inventory AdvisorThe ultimate inventory management challenge is having enough stock to be prepared for demand, while avoiding the costs associated with stock overages.

If you’re looking for help finding that balance, we’re holding a Sage Inventory Advisor webinar on Thursday, December 4, 2014 from 1pm – 2pm ET.

Sage Inventory Advisor is an inventory dashboard that helps companies manage inventory effectively:

  • Accurately forecast inventory
  • Leverage the power of sales, purchasing, and supply chain data
  • Improve profitability with visibility into critical KPI’s and financials

It’s accessible on mobile devices and connects to the most popular Sage ERP systems, including Sage 100, Sage 300, Sage 500, and Sage X3.

Here’s the agenda for the webinar:

  • Intro to Sage Inventory Advisor
  • Compare Sage Inventory Advisor to Sage ERP
  • Demo (30 minutes)
  • Info on pricing, users, installation, etc.
  • Q&A

You can sign up for this webinar here:

Thursday, December 4, 2014
1pm – 2pm ET

Register Now

You can also learn more about Sage Inventory Advisor on our website, and read a customer success story.

Nov 11 14

Kissinger Enhancement Compatibility with Latest Sage 100 Product Updates

by Diane Schultz

Here’s the latest on the compatibility of Kissinger enhancement products with the following Sage 100 ERP Product Updates, released on October 27, 2014:

  • Sage 100 ERP 2014 Product Update 4 (5.10.4.0)
  • Sage 100 ERP 2013 Product Update 8 (5.00.8.0)
Checking Compatibility
Before installing Sage Product Updates, you should check the compatibility of any customizations you have, and all your third-party software, including your Kissinger Enhancements (lists below). If you need a compliance fix for our software, you can obtain it by logging into the Customer Portal or Business Partner Portal, and then clicking on the enhancements that need the fix.

 

Compatibility with Sage 100 ERP 2014 Product Update 4:

Compatibility with Sage 100 ERP 2013 Product Update 8:

Please note that when a compliance fix is required, the Kissinger enhancement software compliance fix should be installed after installing the Sage 100 Product Update.

Sage Product Update Tips

Review the Read Me files and Release Notes
You’ll find these located in the Sage Customer Portal. These files list all the enhancements and corrections included in the Sage product update, as well as friendly reminders.

Make a back up!
Don’t lose that data.

Are You Using Sage 100 ERP 2014 Yet?

You can get more information on the latest version of Sage 100 ERP  by contacting Kissinger.

Nov 10 14

7 Paths to Better Inventory Management

by James Gechter

Strengthen Your BusinessInventory is often one of the largest expenses for companies, so managing inventory well is absolutely crucial. Effective inventory management, sometimes called inventory control, means knowing what your company has in stock, where that stock is located, and how well orders are being filled.

That’s why managers often look at ways to improve their processes and practices. We wrote about inventory management last month as one of the places companies should look to improve efficiency:

“Monitoring inventory levels, along with proper forecasting, reduces excess inventory and increases inventory turns, which leads to lower working capital and frees up cash tied into inventory. Anything your company can do to reduce the time spent on manual monitoring and forecasting tasks involved in these processes is a project worth pursuing.”

Where to Improve?

Now let’s go beyond efficiency—what are some projects your company could start today to improve inventory management?

  1. Organize the warehouse to allow efficiencies in manufacturing, picking, and shipping.
  2. Implement cycle counts for items that seem to have issues, like those with a quantity on the shelf different from the quantity in the tracking system, or items that are chronically unavailable and delay shipping.
  3. Analyze your inventory count. Why you are short on items? Why do you have an excess? Why do there seem to be large variances for certain items?
  4. Break items into categories based on how well they move (ex. number of orders, total quantity sold, total dollars sold). Next, use those categories to improve your ordering process.
  5. Review item stock levels and sales history so you can compare previous performance with projections and prepare for future orders.
  6. Replace manual tracking with technology. Rather than physically looking for items or checking a workstation, employees can utilize smart phones or scanners to locate, track, and analyze inventory.
  7. Use an inventory dashboard to get an almost real-time view of your inventory and allow projections based on past sales.

Due to the size of inventory in a company’s expenses, successfully completing any of these projects could have a large impact your company’s inventory management, and boost revenue and productivity.

Take the monthly challenge

Pick one of the projects listed and start a project assessment. How long would this project take? How much benefit could it bring to the company? Aim for a starting point no later than December 31st.

Upcoming Webinar: Sage Inventory Advisor

Wednesday, December 4, 2014 from 1pm – 2pm ET

For Sage ERP customers (50, 100, 300, X3), Sage offers Inventory Advisor, a web-based dashboard that provides visibility to critical KPI’s and financials such as stock holding, stock outs, potential stock outs, and excess stock and surplus orders. You can sign up for this webinar here, or learn more about the solution on our website.

Need a hand?

Contact me if you’d like to talk about inventory management in your company. I’d be glad to help.

Nov 6 14

Sage 100 ERP Product Updates – 11.4.14

by James Gechter

Sage Software recently released new product updates for Sage 100 ERP versions 2014 and 2013:

  • Sage 100 ERP 2014 now has Product Update 4 (5.10.4.0)
  • Sage 100 ERP 2013 now has Product Update 8 (5.00.8.0)

Kissinger Enhancement Products are currently under review for compatibility with these new updates. Stay tuned for our follow up on what enhancement products are compatible and which require fixes.

General Sage Product Update Tips

Check compatibility

Before installing Sage Product Updates, you should always check the compatibility of any customizations you have, and all your third-party software, including your Kissinger Enhancements. If you need a compliance fix for our software, you can obtain it by logging into the Customer Portal or Business Partner Portal, and then clicking on the enhancement/s that need the fix.

Review the Read Me files and Release Notes

You’ll find these located in the Sage Customer Portal. These files list all the enhancements and corrections included in the Sage product update, as well as friendly reminders.

Make a back up!

Don’t lose that data.

Are You Using Sage 100 ERP 2014 Yet?

You can get more information on the latest version of Sage 100 ERP by reading what’s in the newest version or contacting Kissinger.

Nov 4 14

Sage Inventory Advisor – Customer Success Story

by Jason Madison

Sage Inventory AdvisorSage Inventory Advisor is a newer offer from Sage that integrates with any Sage ERP product (50, 100, 500, X3). This web-based dashboard provides visibility into critical KPI’s and financials such as stock holding, stock outs, potential stock outs, and excess stock and surplus orders.

Success Story: Hubert Glass Oil Company

Hubert Glass Oil Company utilized Sage Inventory Advisor and ended up saving $300,000 through inventory reductions.

Check out this excerpt of their story with comments from Hubert’s Controller, Les Johnson:

Johnson says that Sage Inventory Advisor has replaced the various tools and reports he used to rely on when making purchasing decisions. “The dashboard provides a quick, concise look at my inventory status,” he explains. “I can quickly see what products we are running low on, and the suggested timing and quantity of our next order. There is even the option to export the recommended order quantities to Sage 100 ERP and automatically create the purchase orders.”

If you’re looking for a better way to analyze and manage inventory, and are using a Sage ERP product, Sage Inventory Advisor is definitely worth a look. You can read the full success story about Hubert here, or learn more about Inventory Advisor.

Sage Inventory Advisor Webinar: December 4th

We are holding a Sage Inventory Advisor webinar on Thursday, December 4, 2014 from 1pm – 2pm ET for anyone interested in seeing how this solution addresses inventory issues to help reduce excess inventory, reduce working capital, and reduce stock-outs. Tom Wilson, Product Sales Specialist for Sage Inventory Advisor will also be in attendance to show off the solution and answer questions.

Please contact me now or sign up here if you’re interested so we can save you a seat!

Oct 22 14

3 Places to Start Improving Business Processes

by Joseph Powell

Strengthen Your BusinessWe recently challenged companies like yours to identify an inefficient business process and start our 6 Steps to Improve Business Processes. Depending on your company’s size and complexity, it can be difficult to pick a process to start with, or pick one that’s easy to understand quickly. If you’re unsure where to begin, here are some ideas:

read more…

Oct 15 14

Take the Monthly Challenge…

by Joseph Powell

Strengthen Your BusinessWe recently posted “6 Steps to Efficient Business Processes” to help you identify inefficient processes in your company and implement change.

The 6 steps discussed were:

  1. Take a tour
  2. Talk to employees
  3. Map the process
  4. Analyze and redesign
  5. Make the change
  6. Monitor and adjust

Then we laid out a challenge to YOU — Pick at least one process you think might be inefficient and start your “tour.” Take a look at each step of that process and ask yourself “Why do we do it this way?”

If you haven’t started looking at processes yet, pick a random one and reference the Take a Tour step from the article. You’ll see how the concept works and be prepared once you identify an inefficient process. Also be sure to encourage open communication among managers and employees so inefficiencies are brought up as they arise.

No matter where you are with reviewing or improving processes, remember that changes are rarely perfect right from the start. It’s likely you’ll have to fine tune the details after new steps are put into place. Also, be sure to communicate the changes to stakeholders and affected employees before a new process is implemented.

Where are you with your business process review?

Let us know your successes, challenges, or questions. If you want to know more, contact me about our business consulting services. We’ll also have another article later this month on how to choose a process if you’re still having trouble.

Oct 9 14

Re: Unsupported versions of Sage 100 ERP (formerly MAS 90/200)

by James Gechter

Sage 100 ERP logoAs of September 30, 2014, Sage 100 ERP (formerly MAS 90 and MAS 200) versions 4.4 and below are no longer supported by Sage. While Sage 100 users on these unsupported versions might be happy with their systems’ performance, it is never a good idea to run an organization on an unsupported version of critical software.

Here are 10 reasons to upgrade Sage 100 if you’re on version 4.4 or below:

  1. Take advantage of subscription pricing to get back on plan with no penalties — and get a predictable monthly charge.
  2. Use national account management features and functionality to streamline your branch and corporate customer billing and sales order processing while keeping unique accounts.
  3. Efficiently handle increasing complexities of payroll processing with new methods of deduction calculations, benefits accruals, and recalculations.
  4. Beat the competition with flexible pricing set by combinations of totals, items, groups, and customers.
  5. Allocate products by lot and serial numbers; reserve limited-quantity products for loyal customers or to match previous shipments.
  6. Improve cash flow with streamlined purchase orders created from sales orders.
  7. Increase efficiencies of your system with easy-to-download product updates.
  8. Reward your sales team with automatic split commissions.
  9. Choose to migrate to Sage 100 Premium ERP (previously MAS 200 SQL) for more efficiency, scalability, and flexibility.
  10. Lower the cost of personalizing your system with easier and more powerful methods of applying customizations that will not be impacted by upgrades.