Custom Office enables you to make use of the unique business information in your application data files and greatly simplifies the process of creating custom communications to customers and vendors. The Custom Office module for Sage MAS 90 and Sage MAS 200 ERP systems provides the solution with a suite of tools composed of Customizer, and the MS Office Link, which integrate with the Microsoft Office suite.
The MS Office Link allows you to easily create letters or messages to individual customers or vendors. You can attach documents (such as scanned-in images) to specific records in the product’s data files (for example, a photograph to an inventory item or an invoice to the invoice record in Accounts Payable history). Customizer provides user-defined fields (UDFs) that you can easily implement without any special programming skills.
Automatically merge accounting information with Microsoft Word, Microsoft Excel, or Exchange software to quickly create custom documents, messages, and attachments. Since the Microsoft Office Link provides a direct connection between a Sage MAS 90 or 200 task or record and the desired Microsoft Office application, it is perfect for one-time, one-record integration.
A set of template documents is included for each Sage MAS 90 and Sage MAS 200 module, such as letters in Word and standard e-mail in Exchange software. The Microsoft Office Link also allows you to access the template documents specific to the task displayed. For example, in customer maintenance you can automatically create a welcome letter, credit limit advisory letter, and dunning letter, while in vendor maintenance you can create a letter requesting a price quotation. Similarly, you’ll have access to add and view attachments that are specific to the displayed data record. For Accounts Payable transactions, this might be a scanned-in image of the original invoice; in Inventory Management, it could be a picture of the item.
With Customizer, you can change the appearance of your Sage MAS 90 or Sage MAS 200 screens to match the way you prefer to work, helping to increase productivity by improving data entry speed and accuracy. For example, you can specify default values to reduce keystrokes (for example, default to your local area code in the phone number field). By customizing the screen to ignore unused fields and change tab sequences, you can change the screens to follow the exact order of the fields on an input form. You can also change the default field labels; for example, in a medical practice, it may be more appropriate to use “Patient” than “Customer.”
User-defined fields allow you to add your own data fields to masterfiles, even if you have no programming skills. These fields can carry over seamlessly to your reports, orders, and invoices. For example, an extra field you’ve added for shipping information to your customer masterfile can be included on sales orders and invoices using the integration of Crystal Reports® software for printed forms. User-defined fields are also automatically available for reports created with the Business Insights Reporter.
Expand the functionality of your system by adding a button to screens that will launch application tasks or bring up the Microsoft Windows calculator when you need to add a quick column of figures. You can even create a button with links to a VB script or J script, which can launch Microsoft Word, and automatically produce a dunning letter with the customer’s name and address, or perform any number of tasks. Your custom button can also play back sound annotations to the screen or display the current record.
Sage MAS 90 and MAS 200 Custom Office PDF
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