FAQs Sage 50 Premium & Quantum Accounting

//FAQs Sage 50 Premium & Quantum Accounting
FAQs Sage 50 Premium & Quantum Accounting2018-03-29T08:53:12+00:00

FAQs Sage 50 US Edition

faqs

What versions of Sage 50 US is MISys Manufacturing compatible with?

MISys Manufacturing 6.4 is compatible with the US editions of Sage 50 Premium & Quantum Accounting  2016 through 2018.

How does MISys Manufacturing integrate with Sage 50 US?

MISys Manufacturing uses the Sage 50 US SDK/API provide by Sage for direct interaction between the two products.

Does Sage 50 US have to be on the same computer that MISys Manufacturing is installed and running on?

A copy of Sage 50 US must be installed and have a valid license on the same computer that any MISys Manufacturing client being used to perform Sage 50 US integration operations is installed on and running from.  Sage 50 US 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 US user licenses?

The MISys Manufacturing interface to Sage 50 US requires that Sage 50 US be running and a user logged into Sage 50 US.  MISys Manufacturing then utilizes this logged in user.  When MISys Manufacturing reads or updates Sage 50 US data, this copy of Sage 50 US will be unresponsive for the user, but can be used as normal when MISys Manufacturing is not doing the read or update.

How do General Ledger Accounts map between MISys Manufacturing and Sage 50 US?

In order for Sales Transfers and Period End to keep proper accounting in Sage 50 US, all MISys Manufacturing GL Accounts referenced in any MISys Manufacturing Account Set must exist in Sage 50 US (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 US – they either correspond to standard Sage 50 US GL Accounts or are non-interfering (aren’t normally created by Sage 50 US).  MISys Manufacturing provides a facility to check and automatically create any needed GL Accounts in Sage 50 US.

Does MISys Manufacturing support multi-segmented accounts in Sage 50 US?

Account numbers in MISys Manufacturing must match account numbers in Sage 50 US.  MISys Manufacturing itself doesn’t do anything specific for segments in an Account number; MISys Manufacturing supports up to 45 characters for an account number and does not care how the numbers are used for segmenting (sub-accounts).  As long as the Control Accounts map to the correct account numbers in Sage 50 US, all MISys Manufacturing/ Sage 50 US integration functionality will work properly.

How do Sage 50 US 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 US Inventory Items (referred to as Sales Inventory Items), including both Stock Items and  Assemblies.  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 US Items into MISys Manufacturing, exporting one or more MISys Manufacturing Items into Sage 50 US, or by mapping MISys Manufacturing Items to existing Sage 50 US items.  For importing and exporting, MISys Manufacturing requires the user to select a template item (in Sage 50 US for exporting or in MISys Manufacturing for importing) which facilitates setting standard item properties such as reorder levels, accounts to use, parent item, etc. when new items are created.

How do I transfer finished manufactured items from MISys Manufacturing to Sage 50 US?

There are several facilities within MISys Manufacturing that allow automated transfer of completed manufactured items to the Sage 50 US Sales Inventory.  You can use MISys Manufacturing’s ‘Replenish Sales Inventory’ function to automatically detect shortages in Sage 50 US based on either Sage 50 US ‘Reorder’ or ‘Bring to Zero’ (if Sage 50 US on hand is negative) levels for one or more items and transfer them from MISys Manufacturing to Sage 50 US.  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 US 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 US work in the same way from an accounting perspective.  They all create a single Inventory Adjustment transaction in Sage 50 US to increase or decease the inventory levels in Sage 50 US depending on if it’s a transfer to or from Sales.  This transaction increases the asset accounts in Sage 50 US for the corresponding Sage 50 US sales items. The ‘Sales Transfer Control’ control account ends up with credit equal to total amount of bill.

Note that the Inventory Adjustment used for the transfer sets the Item Cost in Sage 50 US for the adjustment.  Sage 50 US 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 US 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 US based on Sage 50 US 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 US based on Sage 50 US ‘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 US?

To facilitate common vendor/supplier information, MISys Manufacturing can import Vendors from Sage 50 US 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 US.  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 US.

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 US 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 US Sales Inventory.  If the MISys Manufacturing Supplier does not exist in Sage 50 US, you can set MISys Manufacturing to automatically create a corresponding Vendor in Sage 50 US before the Purchase Inventory Receipt is created. MISys Manufacturing credits the standard Accounts Payable account in Sage 50 US 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 US?

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 US Job for each MISys Manufacturing Job and references that Job in the sub-ledger entry MISys Manufacturing creates in Sage 50 US.

Reading Sage 50 US Sales Order and Sales Invoices seems slow, can I do anything about this?

Yes. Due to limitations of the Sage Sage 50 US API, the Sage 50 US integration with MISys Manufacturing when reading Sales Orders and related Sales Invoices can take a significant amount of time.  To improve the performance, make sure you limit dates to just the range you need to see.  For example, on the Process Sales Orders screen, set the “Retrieve Orders From/To” fields to the smallest range that is appropriate for your sales orders.  When creating a Master Production Schedule using Sales Orders or Sales Quotes, select “Exclude Sales Orders/Quotes Before” and set a reasonable date for this value.   Sage has made some improvement to the Peachtree API and Peachtree 2010 and later is much faster at reading Sales Orders and Invoices than Peachtree 2009.

Can I coordinate Serial/Lot Tracking information with Sage 50 US?

Yes, the MISys Manufacturing to Sage 50 US integration supports the transfer of Serial Tracking information for Items to Sage 50 US.  Lot Tracking is not supported in Sage 50 US, however. Lot numbers are tracked in MISys Manufacturing (if enabled) but the information is not transferred to Sage 50 US when the Item is transferred.

How is Decimal Precision Handled Between the Two Systems?

MISys Manufacturing always keeps all quantity and cost values internally as full 6 decimal precision numbers.  The display precision in the MISys Manufacturing company options only controls how the value is displayed to the user, the full precision is used for all calculations within MISys Manufacturing.  The settings for Sage 50 US Decimal precision in the MISys Manufacturing company options accounting tab controls the decimal precision used by MISys Manufacturing when rounding all quantity and cost values, as well as computed totals, before adding sub-ledger entries to Sage 50 US Accounting by a Period End or the quantity and unit cost values passed to Sage 50 US Accounting when creating PO invoices.  Note that the total for any PO invoice line is computed by Sage 50 US Edition based on the quantity and unit cost values and applies rounding per its own rules. For the most accurate results, you should make the decimal precision settings for the Sage 50 US integration identical to the equivalent settings in Sage 50 US itself.