FAQs Sage 50 CA
What versions of Sage 50 Canadian Edition (Sage 50 CA) is MISys Manufacturing compatible with?
MISys Manufacturing 6.4 is compatible with Sage 50 Canadian Edition (formerly Sage Simply Accounting) Premium, Enterprise or Accountants Edition versions 2016 through 2019.
How does MISys Manufacturing integrate with Sage 50 Canadian?
MISys Manufacturing uses the Sage 50 Canadian SDK/API provide by Sage for direct interaction between the two products.
Does Sage 50 Canadian have to be on the same computer that MISys Manufacturing is installed and running on?
A copy of Sage 50 Canadian must be installed and have a valid license on the same computer that any MISys Manufacturing client being used to perform Sage 50 Canadian integration operations is installed on and running from. Sage 50 Canadian does not have to be installed on the MISys Manufacturing Server computer unless the Client and Server are on the same PC.
Does MISys Manufacturing consume additional Sage 50 Canadian user licenses?
The MISys Manufacturing interface to Sage 50 Canadian requires a user license for the Sage 50 Canadian company database being used. You must specify a user name and password in the Sage 50 Canadian Integration setup screen in Company Options.
How do you set up MISys Manufacturing and Sage 50 Canadian so the integration works and changes are visible while both Products are running on the same PC?
The Sage 50 Canadian company and user should be configured in Sage 50 Canadian with the following settings in order for data to be auto updated in Sage 50 Canadian if run concurrently with MISys Manufacturing:
- You must run Sage 50 Canadian in multi-user mode.
- The Sage 50 Canadian Administrator needs to enable 3rd Party Product read/write access in Setup Users
- Make sure ‘Automatically refresh lists’ is checked in User Preferences Options section
- Need to enable Orders for Customers in the Settings Features section for Sales Orders to be visible
- Make sure session date is correct every time logging into Sage 50 Canadian
How do General Ledger Accounts map between MISys Manufacturing and Sage 50 Canadian?
In order for Sales Transfers and Period End to keep proper accounting in Sage 50 Canadian, all MISys Manufacturing GL Accounts referenced in any MISys Manufacturing Account Set must exist in Sage 50 Canadian (they must have exactly the same name and number). The default set of GL Accounts that MISys Manufacturing creates with any new company database are designed to be compatible with Sage 50 Canadian – they either correspond to standard Sage 50 Canadian GL Accounts or are non-interfering (aren’t normally created by Sage 50 Canadian). MISys Manufacturing provides a facility to check and automatically create any needed GL Accounts in Sage 50 Canadian. Note that all amounts set in ledger transactions from MISys Manufacturing to Sage 50 Canadian are in home currency.
How do Sage 50 Canadian Inventory Items map to MISys Manufacturing Inventory Items?
MISys Manufacturing Inventory Items (referred to as Mfg Inventory items), including both parts and assembled items, can be mapped to Sage 50 Canadian Inventory Items (referred to as Sales Inventory Items). The item names do not have to have the same name. MISys Manufacturing can create this mapping by either Importing one or more Sage 50 Canadian Items into MISys Manufacturing, exporting one or more MISys Manufacturing Items into Sage 50 Canadian, or by mapping MISys Manufacturing Items to existing Sage 50 Canadian items. For importing and exporting, MISys Manufacturing requires the user to select a template item (in Sage 50 Canadian for exporting or in MISys Manufacturing for importing) which facilitates setting standard item properties such as reorder levels, accounts to use, etc. when new items are created.
How do I transfer finished manufactured items from MISys Manufacturing to Sage 50 Canadian?
There are several facilities within MISys Manufacturing that allow automated transfer of completed manufactured items to the Sage 50 Canadian Sales Inventory. You can use MISys Manufacturing’s ‘Replenish Sales Inventory’ function to automatically detect shortages in Sage 50 Canadian based on either Sage 50 Canadian ‘Reorder’ or ‘Bring to Zero’ (if Sage 50 Canadian on hand is negative) levels for one or more items and transfer them from MISys Manufacturing to Sage 50 Canadian. You can also use MISys Manufacturing Direct Stock Sales Transfers to transfer user specified quantities of an MISys Manufacturing Mfg Inventory Item (including part types or assembled types) to Sage 50 Canadian Sales Inventory. A third way is to use the ‘Transfer to Sales’ function for an MISys Manufacturing Work Order to automatically transfer the Work Order’s completed assemblies.
All of the above transfers to Sage 50 Canadian work in the same way from an accounting perspective. They all create a single Inventory Adjustment transaction in Sage 50 Canadian to increase or decease the inventory levels in Sage 50 Canadian depending on if it’s a transfer to or from Sales. This transaction increases the asset accounts in Sage 50 Canadian for the corresponding Sage 50 Canadian sales items. The ‘Sales Transfer Control’ control account ends up with credit equal to total amount of bill.
Note you must specify the Sage 50 Canadian Sales Location for transfers to or from Sales, the Sales Location defaults automatically if Sage 50 Canadian only has a single location defined.
Note that the Inventory Adjustment used for the transfer sets the Item Cost in Sage 50 Canadian for the adjustment. Sage 50 Canadian will adjust its running costing (average, etc.) information based on its own rules for using the transaction item cost.
A subsequent Period End balances the accounts by debiting the ‘Sales Transfer Control’ control account.
Can I create MISys Manufacturing Work Orders from Sage 50 Canadian Sales Orders?
You can use MISys Manufacturing’s ‘Process Sales Orders’ facility to create linked MISys Manufacturing Production Work Orders automatically for any user specified range of Sales Order dates.
Can I transfer MISys Manufacturing Manufactured Items to Sage 50 Canadian based on Sage 50 Canadian On Order levels?
If you don’t need to link Sales Orders to Work Orders, or you just need to build to order without linking to a specific Sales order, you can use MISys Manufacturing’s ‘Replenish Sales Inventory’ function to automatically detect shortages in Sage 50 Canadian based on Sage 50 Canadian ‘On Order’ levels for one or more items.
How do I coordinate MISys Manufacturing Purchase Order transactions (e.g. item receipts) with invoicing in Sage 50 Canadian?
To facilitate common vendor/supplier information, MISys Manufacturing can import Vendors from Sage 50 Canadian as MISys Manufacturing suppliers.
When you do a PO item receipt in MISys Manufacturing, MISys Manufacturing creates Period End sub-ledger records that refer to the PO Number and Supplier name to facilitate coordination with invoices entered in Sage 50 Canadian. Specifically, the MISys Manufacturing a sub-ledger entry for a PO receipt charges the associated cost for the item on the PO and the variance to the standard cost in general- ledger accounts as determined in the interface configuration. Received items costs are tallied in the ‘PO Liability’ control account, which by default is set to Account No. 2016 ‘Mfg PO Liability’. The price variance is tallied in the ‘Purchase Price Variance’ control account, which by default is set to Account No. 5416 ‘Mfg Purchase Price Variance’. The sum of these debits are offset by a credit to the ‘PO Receipt’ control account, which is by default set to Account No. 2014 ‘Mfg Accounts Payable’. Any of these control accounts can be set to a different account depending on the style of use in Sage 50 Canadian.
MISys Manufacturing also provides the capability to Invoice against a PO Receipt. When you perform a PO Invoice operation in MISys Manufacturing, a Purchase Inventory Receipt is automatically created in Sage 50 Canadian with the payee set to the correct Vendor for the PO. Expense lines are used, rather than Inventory Item lines, since the Item No. on the Purchase Order need not exist in the Sage 50 Canadian Sales Inventory. If the MISys Manufacturing Supplier does not exist in Sage 50 Canadian, you can set MISys Manufacturing to automatically create a corresponding Vendor in Sage 50 Canadian before the Purchase Inventory Receipt is created. MISys Manufacturing credits the standard Accounts Payable account in Sage 50 Canadian for the Bill which is offset by a debit to the ‘PO Receipt’ control account. MISys Manufacturing also allows adding a reference on the Purchase Inventory Receipt created for an Invoice; it can be set to refer either to the PO No. in MISys Manufacturing or the actual Invoice No.
Note that after performing both a PO Invoice and then a Period End, the ‘PO Receipt’ account will have been zeroed.
Can I track manufacturing activities by Jobs in Sage 50 Canadian?
Yes. When a user performs a Period End in MISys Manufacturing, and has ledger entries that refer to MISys Manufacturing jobs, MISys Manufacturing automatically creates an associated Sage 50 Canadian Project for each MISys Manufacturing Job and references that Project in the sub-ledger entry MISys Manufacturing creates in Sage 50 Canadian. Note, the Projects feature must be enabled in Sage 50 Canadian Settings to see them.
Can I coordinate Serial/Lot Tracking information with Sage 50 Canadian?
The current MISys Manufacturing to Sage 50 Canadian integration does not have specific functionality designed to transfer serial/lot tracking information for Items to Sage 50 Canadian. Serial and Lot tracking data is, however, tracked in MISys Manufacturing if enabled.
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