New for Sage 100 ERP v4.5 (formerly MAS 90/200) – Introducing National Accounts

See Sage 100 ERP v4.5 (formerly MAS 90 & MAS 200) in action this March at ISM’s v4.5 Launch Party! Whether you own it, or are looking to upgrade, the v4.5 Launch Party will show you exactly how you can leverage the improvements introduced in v4.5 to make your job – and indeed your life – much easier. Register today, space is limited! Did we mention lunch is included?

• Portland – Wednesday, March 7th, 11:00am – 1:00pm PST – Click Here to Register
• Manassas – Tuesday, March 13th, 3:00pm – 5:00pm EST – Click Here to Register
• San Diego – Tuesday, March 20th, 11:00am – 1:00pm PST – Click Here to Register
• Phoenix – Wednesday, March 21st, 11:00am – 1:00pm PST – Click Here to Register

Managing Large Customers with Multiple Locations

The newest version of Sage 100 ERP (formerly Sage ERP MAS 90 and 200) introduces a new feature called National Accounts. If you work with customers that have a parent company along with multiple locations or branches, this new feature is for you. Let’s take a closer look at the new National Accounts functionality.

It’s All About Relationships

Inspired by MAS 90 and MAS 200 customer feedback, National Accounts allows you to establish a  relationship between a “Parent” company (or corporate office) and its subsidiaries or branches. Put simply, National Accounts is a new customer type in Accounts Receivable, making it easier to invoice the parent for goods and services shipped to the branch locations.

For example, a wholesale distributor using Sage 100 ERP (formerly Sage ERP MAS 90) can now ship goods to three different customer locations while sending just one invoice to the corporate headquarters. All the while, you can still retain a unique customer account/ID for each location.

How It Works

In Accounts Receivable Options, you establish the relationship between the parent company and branches or subsidiaries. Next, determine how you’d like to track and report on customer sales history (by Bill To, Sold To, or Both) and configure default settings like credit limit, payment terms, and pricing. Then, establish the billing relationship between parent and subsidiaries in the Customer Maintenance screen and you’re all set.

Processing Orders and Payments

During Sales Order entry (or Accounts Receivable Invoice Entry), the national account information and default preferences automatically populate the appropriate fields. Sage ERP MAS 90 or MAS 200 will check credit limits and print orders just as you normally do. The order will correctly display who was billed and where items were shipped. You can also print consolidated statements for national accounts showing orders that were shipped to all locations, a specific group, or individual location.

During payment processing, Accounts Receivable will display transactions for all members of the national account on the same screen. This provides a faster and easier way of applying payments to the appropriate location, branch, or customer ID.

In a nutshell, the new National Accounts feature makes it much easier to invoice and apply payments on larger customer accounts while allowing each location to retain its own identity for reporting and analytical purposes.

Look Inside Version 4.5

Join us next month in person at our v4.5 Launch Party if you’d like to get up close and personal with the latest enhancements for Payroll, Sales Order, CRM, and National Accounts. Click here for more information and to register.

Or Contact Us if you’d like to discuss an upgrade from your current version.

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