DSD Business Systems DSD Business Systems News 
Product News, Tech Tips and the Inside Scoop 
July 2003 l www.dsdinc.com l 619-683-9900

Index   MAS 90 / MAS 200 - MAS 500 - Enhancements - CRM - The IT Guys

 

Kathy Moreno DSD Business Systems New MAS 90/200 Product Specialist

Since Kathy Moreno joined DSD as a MAS 90/200 Product Specialist a few months ago, we thought it only fitting to spend some time introducing her to our readers.

Kathy joined DSD to jump start and provide more focus in our consultative technical sales initiatives. Kathy will be responsible for targeting opportunities to consult with new businesses seeking to update their accounting software solution. Her expertise lies in the needs discovery process and in confirming a MAS 90, MAS 200 Client Server or MAS 200 SQL solution is an optimal fit for a particular client’s specific requirements. Kathy's been working with MAS 90 since 1987, originally starting out as an end-user while working as a Controller. Through this position, she developed hands-on accounting experience for businesses in the Account Management, Construction, Distribution and Manufacturing industries.

Kathy then moved into sales and began solution selling in March of 2000, where she met with tremendous success! Upon achieving Sage Software’s Circle of Excellence status last year, Kathy said, “I love what I do! I know the product, it’s the best out there, and I find it very rewarding to assist companies with their growth and expansion efforts.”. She adds, “My job is different every day. Every prospect is different and every company’s needs are unique, so you’re always learning, inquiring, researching and meeting new people; it truly is a lot of fun!”.

"We are pleased to welcome someone with Kathy’s range of experience and proven track record in sales aboard,” said April Holman, DSD’s Vice President of Sales and Marketing. “Kathy’s commitment to personal integrity and to servicing clients is an exact match for the team at DSD. She will definitely be a valuable asset to the company."

 

Upcoming MAS Versions
Release from Best

Irvine, CA June 9, 2003 - Sage Software, the leading provider of accounting software for the mid-market, today announced the upcoming release of MAS 500 version 6.3, the company’s enterprise-level business management solution, as well as the upcoming releases of the company’s popular MAS 90 and MAS 200 products. Best Software offered a sneak preview of the upcoming versions of these products for business partners at the company’s first Insights conference, last month in Orlando, FL.

Available in September, this release of MAS 500 represents a major milestone in the life of the product – the introduction of Business Insights Analyzer, Sage Software’s powerful new data querying tool. With this new tool, less technical financial and line managers will be able to extract and analyze information from the MAS 500 system with ease. Key to the Analyzer’s simplicity are several pre-defined data views that join all logically related data in a single grid. From there, users can slice and dice the information by useful parameters such as product line, department or customer class, using pivot tables. They can also view data as a graph or chart displayed right inside the MAS 500 Desktop for the ultimate in convenience.

“In today’s competitive marketplace, customers want more from their accounting and business management solutions than just being able to write checks and send invoices. With the Business Insights Analyzer, MAS 500 customers can wrap their arms around key business performance indicators and use them to make insightful decisions on a daily basis, ” said Sage Software’s Craig McCollum, Sr. VP and General Manager of Accounting Solutions.

For more: http://www.bestsoftware.com/newsroom/news/index.cfm?fuseaction=news.detail&id=300

 


MAS 90/MAS 200

MAS 90 and MAS 200 Promotions

Existing Customers
$400 Per User Credit for MAS 200 or MAS 200 SQL Upgrades* – Receive a $400 per user credit for MAS 200 or MAS 200 SQL upgrades from MAS 90 (must have 3 or more MAS 90 users).

$125 Rebate for RMA Module* 
Purchase the RMA module and receive a rebate of $125. Discount is based on SLP.

$500 Off FRx Desktop Upgrade from FRx Standard*
For a limited time, Customers on FRx Standard can upgrade to FRx Desktop for a discounted price. Customers using FRx Standard will need to upgrade to the Desktop version with the release of 4.0.

Receive 15% Off Any FRx Add-On Component*

Receive 20% Off the Credit Card Processing Module*

Discounts on Gold and Silver Plan Upgrades *
10% Discount on Silver plans when a customer upgrades from Basic Plan to Silver Plan. 20% Discount on Gold Plan when a customer upgrades from a Basic Plan to a Gold Plan. 

$1000 Silver Support Plan Tailored for Smaller Maintenance Needs*
For customers who are currently not on a Sage Software Phone Support Plan, and pay less than $1000 for their annual maintenance plan, Sage Software is offering Silver Phone Support for only $1000, a $500 savings off the regular price.

For more information, contact Stephanie Smith at 619-683-9900 or StephanieS@dsdinc.com

* Some restrictions may apply, please contact Stephanie Smith for promotion details and expiration dates.

 

Upcoming MAS 90 and MAS 200 Classes

Library Master & Security   $425   July 14,  Aug 11
General Ledger   $425   July 15, Aug 12
Accounts Payable   $425   July 16, Aug 13
Accounts Receivable   $425   July 17, Aug 14
Inventory Management   $425   July 22, Aug 19
Sales Order   $425   July 23, Aug 20
Purchase Order   $425   July 24, Aug 21
Crystal Reports (2 days)   $800   August 25 & 26 (2-day class)

You must sign-up a week before the class to reserve your spot!

All classes are held from 9am - 5pm, and cost $425 per person unless stated otherwise. Lunch is provided. They are held at the DSD Building in beautiful Mission Valley in San Diego.

To register by fax, download and print: Registration Form 

To register, call Sandy McCauley at 619-683-9900 or e-mail SandyM@dsdinc.com 

 
MAS 90 and MAS 200 TechTip: Identifying CDs

by Ken Phillips

As part of your annual Best MAS 90 and MAS 200 Software Maintenance Plan (or SMP), you automatically receive all MAS 90 upgrades.  You now have stacks of MAS 90 CDs, and don’t know what versions they are for.

Listed below are the Best MAS 90 and MAS 200 Release Dates and Level Numbers to help you.

Best originally listed only the Release Date on the CD (like GWCLXX1-1198) where the 1198 is the release month and year.  It was not until MAS 90 3.5 when Sage started labeling the CD's with both the date and version level.  This list should aid you in determining what CDs you currently have.

Along with the MAS 90 and MAS 200 Installation CD’s, you also receive Crystal Reports, Crystal Reports Resource Kit, the Technical Reference and Support Guide (TRSG) and Installation Guides and User Manuals CD’s.

DSD Business Systems recommends you retain the installation CD’s for the current version of MAS 90 you are currently running (including all future releases) and one prior release.  Older MAS 90 and MAS 200 CD’s may be discarded.  DSD Business Systems maintains a library of all MAS 90 and MAS 200 releases, so if at any time you need a prior release that you have a license for, DSD will be happy to make a copy for you.

Product/Version Release Date Disk Identification
MAS 90 3.20 2/98 CD – State of the Art, solid Green color
MAS 90 3.21 6/98 CD – State of the Art, solid Green color
MAS 90 3.22 12/98 CD – Evergreen trees, PC32
MAS 90 3.23   7/99 CD – Evergreen trees, PC32
MAS 90 3.30 11/98 CD – Evergreen trees, PC33
MAS 90 3.31 4/99 CD – Evergreen trees, PC33
MAS 90 3.40 9/99 CD – Silver color, PC33
MAS 90 3.41 3/00 CD – Silver color, PC33
MAS 90 3.50 8/00 CD – Silver color, Windows 2000
MAS 90 3.51 12/00 CD – Silver color, Windows 2000
MAS 90 3.60 6/01 CD – Silver color, Windows 2000
MAS 90 3.61 11/01 CD – Best, Silver color, Windows 2000
MAS 90 3.70 6/02 CD – Best, Silver color, Windows XP
MAS 90 3.71 11/02 CD – Best, Silver color, Windows XP
MAS 90 L/M: 3.02,S/S: 3.03 2/97 CD – solid green
MAS 90 L/M: 3.03, S/S: 3.04 6/97 CD – solid green
MAS 90 3.05 9/97 CD – solid green
Crystal Reports Version 5.0   3/97   CD – State of the Art, solid green color
Crystal Reports Version 7.0   4/99   CD – Silver color
Crystal Reports Version 8.0   8/00   CD – Silver color, Seagate Software
Crystal Reports Version 8.0   6/01   CD – Silver color, Crystal Decisions
Crystal Reports Version 8.5   11/01   CD – Best, Silver color, Crystal Reports

 

MAS 90 Inventory Transaction Types

by Ken Phillips


Inventory transaction types are displayed in Inventory Maintenance and Inventory Inquiry, and are printed on the Detail Transaction Report. The Inventory Transaction Search feature in Inventory Maintenance and Inventory Inquiry can be used to search on all transaction types or a specific transaction type. Transaction types are generated when inventory transactions are processed in MAS 90 or MAS 200. The following table defines the different inventory transaction types used by MAS 90 and MAS 200.

Transaction Code Transaction Type Description

BI

Product Issue

B/M Production Transaction

BR

Product Receipts

B/M Production Transaction

BZ

Negative Quantity Adjustment

B/M Production Transaction

IA

Item Adjustment

I/M Adjustment Transaction

II

Item Issued

I/M Issue Transaction

IN

Negative Tier Adjustment

I/M Transaction

IP

Physical Count

I/M Physical Count Entry

IR

Item Received

I/M Receipt Transaction

IS

Item Sold

I/M Sales Transaction

IT

Item Transfer

I/M Warehouse Transfer

IX

Purged Transactions

I/M Transaction

IZ

Cost Tier Adjustment

I/M Transaction

PM

Material Requisition

P/O Material Requisition

PO

Purchase Order Item

P/O Receipt or Return of Goods

PZ

Negative Quantity Adjustment

P/O Receipt of Goods

SI

Sales Order Issues

S/O Invoice (kit components)

SO

Sales Order Item

S/O Invoicing

WI

Work Order Issues

W/O Transaction Component

WR

Work Order Receipts

W/O Transaction Completion

The Freebie: Customer Sales Summary by Year Report

The Customer Sales Summary report prints sales history for selected customers for the five years 1999, 2000, 2001, 2002 and 2003. The report is sorted by Division and Customer Number.

Prompts: Division Range and Customer Number Range.

Table Reported From: A/R Invoice History Header (ARN) file.

Totals From: Taxable Sales + Non-Taxable Sales + Freight + Sales Tax – Discount Amount.

To get this freebie, visit: 

 http://www.dsdinc.com/products/mas90_and_mas200/tech_tips/mas90_techtip_9.htm 


MAS 500

MAS 500 Promotions

Family Upgrade Program
Receive 20% Off SLP or 0% Financing on MAS 500 Migrations*

Customers using a variety of Sage Software products can upgrade to MAS 500. Receive a 20% discount off the MAS 500 list price, or receive 0% financing on product purchases through the American Express Business Finance Program.*

Existing Customers
Receive 15% Off Project Accounting*

Receive 15% Off Any FRx Add-On Component*

* Some restrictions may apply, please contact Stephanie Smith for promotion details and expiration dates.

For more information, contact April Holman at 619-683-9900 or AprilH@dsdinc.com.  

MAS 500 Free Webinars

These web-based seminars are available so you can discover how MAS 500 can be used to improve your business.

For more information or to sign-up, visit: http://www.bestsoftware.com/sales/seminars/Default.htm

JULY

Date Seminar Topic Time (P.T.)
7/17 Distribution 8:30 a.m.
7/17 Manufacturing 10:00 a.m.
7/24 Overview 8:30 a.m.
7/24 Project Accounting 10:00 a.m.
7/31 Customization 8:30 a.m.
7/31 e-Business 10:00 a.m.

AUGUST

Date Seminar Topic Time (P.T.)
8/7 Distribution 8:30 a.m.
8/7 Manufacturing 10:00 a.m.
8/14 Overview 8:30 a.m.
8/14 Project Accounting 10:00 a.m.
8/21 Customization 8:30 a.m.
8/21 e-Business 10:00 a.m.
8/28 Distribution 8:30 a.m.
8/28 Manufacturing 10:00 a.m.


Enhancements

MAS 90 and MAS 200 Enhancements

Product of the Month: California Magnetic Media Unemployment Reporting

MRCA California DE6 Quarterly Unemployment Magnetic Media allows the generation of magnetic media (diskettes) compliant with the California Quarterly DE6 Wage Information as required by the State of California Employment Development Department

"Beginning with tax year 1995, employers are required to make their report of contributions and wages (section 1088 (a) (1) of the California Unemployment Insurance Code (CUIC) by magnetic media if the employer is required to report W-2 data to the federal government by magnetic media. Currently, the federal government requires employers with 250 or more W-2s to file by magnetic media. The magnetic media filing threshold of 250 or more employees applies only to California employees. Multi-state filers who have less than 250 California employees will not be required to report on magnetic media, however, they are encouraged to do so."

For more information, contact Kim Clark at 619-683-9900 or KimC@dsdinc.com

 


CRM

Zero Percent / Zero Cost Leasing Available on all SalesLogix Purchases!

Let's face it. Investing in high-quality CRM software isn't cheap. Add to that the customization usually required to get it to work the way your company works, and budgets can be busted in a flash. SalesLogix has taken the pain out of purchasing an all-encompassing CRM package. You can now get zero percent leasing through American Express on approved credit. This allows you to "spread" the price of SalesLogix out over 12, 24, or even 36 months, without ever accruing a finance charge (or "money factor" as they say in leasing.) Leasing offers significant advantages to businesses, and you can't do better than zero percent leasing.* 

* Some restrictions may apply, please contact Stephanie Smith for promotion details and expiration dates.

Contact Nicole Stone, Stephanie Smith, or Mike Mahoney today to find out more about zero percent leasing.

Contact Mike Mahoney (MikeM@dsdinc.com or 619-683-9900) for an analysis of your current TeleMagic software and in making the best recommendation about which CRM product is right for you.

To find out more general information on SalesLogix, please contact Stephanie Smith (StephanieS@dsdinc.com or 619-683-9900).

 

A New Feature in SalesLogix Version 6!

In Version 6 of SalesLogix, you can now set the Activity Follow-up default. This new setting was added to the Tools > Options > Activities tab and you can select Phone Call, Meeting, or To-Do. Changing this setting here will help you follow the rule of thumb, "Never have a prospect or customer in your database that doesn't have an activity assigned to them" and save a few mouse-clicks when completing an activity

 

Don't Make the Same Mistakes as Other Companies!

In some circles, CRM (Customer Relationship Management) has become a dirty acronym. This is because many large companies sunk vast amounts of money into a CRM initiative, just to see it fail. Some analyst reports indicate that up to 80% of all CRM initiatives fail. There seem to be 10 common mistakes that companies make when initiating a CRM project. We will be focusing on a couple of these mistakes in each upcoming newsletter. 

In our last newsletter, we talked about mistake #1: Failure to Factor in Strategy and mistake #2: Customers don't want to be managed. If you missed them, please visit http://www.dsdinc.com/newsletters/2003-06_DSD_News.htm

Mistake #3: Lack of Success Metrics

There are many companies that go out and put in a CRM system without any overall goals or metrics that measure whether the project can be deemed a success (or not.) The problem with this is you never really know whether your CRM project ended up being a success or not. To rectify this, start with the sentence "This CRM project will be considered a success if it ___________". The blank might contain something like:

  • allows our call center reps to close more trouble tickets in half the time.
  • results in 15% increase in response rates to marketing campaigns.
  • reduces data gathering time to less than 5 minutes per call.
  • increases the sales reps sales by 20% per quarter.

The best way to establish the CRM success metrics is to link them to the business's overall goals and objectives.

Mistake #4: Underestimating Data Integration Issues.

The goal of a great CRM system is that all data relevant to a customer or prospect is in one place. That usually does not mean that all that information was data entered into the CRM system and nothing else. Everyone wants to avoid "islands of data", but this is trickier than everyone thinks. You must take special care in integrating your other systems with your CRM purchase, and in particular your accounting system. If your accounting program is a proprietary package that does not offer an open way to access it's data from outside programs, or does not offer a link to popular CRM systems, then it's time to dump and replace your accounting program first before implementing your CRM system.

Don't get bogged down in the technical details of whether data should be replicated in the CRM system or whether data should be accessed on the fly when needed. The point is to ensure that open standards exist between your systems, and ensure that people who need the information can access it when looking at a given customer or prospect. This will go a long way to solving the many problems that occur when you implement a CRM system.

Please contact Mike Mahoney (MikeM@dsdinc.com or 619-683-9900) for more information.

 


The IT Guys

Shields Up!

by Bill Herde and Andrew Ault

You have undoubtedly heard that hackers can access computers via the Internet without permission. If a computer is hooked up to a cable modem or DSL line without precautions, it is probably going to become the plaything of a hacker. The person may use your computer to send Spam e-mail to others, act as a webserver or ruin your computer.

DSD's IT department can, of course, help keep this from happening. But wouldn't it be nice to be able to click on a link in a website and test your Internet security? Well, you can!

Computer pioneer Steve Gibson's Gibson Research Corporation at http://www.grc.com offers an Internet probe service called Shields Up! From his site, you can test your Internet security. Just go to the link shown above and scroll down until you find Shields Up! and follow the instructions. This can often expose vulnerabilities in a system's Internet defenses.

If you find any problems, call our IT Guys at 619-683-9900!

 

 

 


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All prices and offers are subject to change without notice. Copyright 2004 , DSD Business Systems, San Diego, CA. All rights reserved.