DSD Business Systems DSD Business Systems News 
Product News, Tech Tips and the Inside Scoop 
March
2004 l www.dsdinc.com l 619-683-9900

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

 

Up Close and Personal

by Doug Deane, President of DSD

The San Diego East County Chamber of Commerce just held its 12th annual Ethics in Business program for high school seniors. I founded this program back in 1989, and it's based on the same set of values and ethics that we live by here at DSD. Every year, we take about 120 students from 10 high schools in the East County, and we expose them to scenarios, experiences, and dilemmas that will prepare them to handle the many ethical challenges that will face them in their personal and business lives. We were lucky enough to have won the 2003 California Foundation for Commerce and Education Award last year for this program. A reference to the award can be found at: www.eastcountychamber.org.

Ron Hutzul on our staff joined me this year, and I think that he'd agree that the 30 or so facilitators from our business community get just as much out of the program as the students. It never ceases to amaze me how bright and thoughtful our high school students are. In these times of reduced budgets and increasing class size, I think that it's really important for the business community to come together to improve the quality of our children's education. If you are a Chamber of Commerce member in any city, I would strongly encourage you to participate in your chamber's business education committee.

The students in our program are most engaged by our definition of ethics. It's not just about honesty, it's also very much about not being manipulative, controlling, roundabout or insensitive. At DSD and in our Ethics in Business program, we define "ethics" as how you treat people. We think that more than any other factor, your ethics will determine how successful you'll be in your professional and personal life. We encourage you to look at DSD's Statement of Values on our website's About Us page.

-Doug

 


MAS 90/MAS 200

Upcoming MAS 90 and MAS 200 Classes

Library Master & Security   $425   Apr 12, May 10, Jun 14
General Ledger   $425   Apr 13, May 11, Jun 15
Accounts Payable   $425   Apr 14, May 12, Jun 16
Accounts Receivable   $425   Apr 15, May 13, Jun 17
Inventory Management   $425   Mar 15, Apr 19, May 17, Jun 21
Sales Order   $425   Mar 16, Apr 20, May 18, Jun 22
Purchase Order   $425   Mar 17, Apr 21, May 19, June 23
Crystal Reports (2 days)   $800   Apr 22-23 (2-day class)

You must sign up a week in advance of the scheduled class to reserve your spot! Late registrations are subject to availability and an additional $50 processing fee.

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

 

Two New Webinars from Sage Software

Managing Your Growth with Sage Software

In this new online series, Sage Software product and solutions experts spotlight the new features of MAS 90 and MAS 200 4.0-as well as some of the Sage Software add-on solutions currently available. You will see these products demonstrated and learn how they can add further functionality to your current MAS 90 and MAS 200 system. By automating complex processes with new software solutions, you can eliminate time-consuming steps and improve your company's profitability. And for customers that are looking for more advanced capabilities, migration to MAS 500 could be just the software you need to take your business to the next level. In the convenience of your home or office, please join us for an informative online session to learn more about the right direction for your organization.

The available dates are:

  • March 17, 2004 9:00 - 10:30am
  • April 21, 2004 9:00 - 10:30am
  • May 19, 2004 9:00 - 10:30am
  • July 21, 2004 9:00 - 10:30am

MAS 90 and MAS 200 4.0 - Best's Most Significant Release Yet!

MAS 90 and MAS 200 Version 4.0 represents the most significant release in Sage Software’s history! Attend this Web event and be among the first to see this exciting new version of MAS 90 and MAS 200 in action.

The available dates are:

  • March 16, 2004 10:00 am - 11:00am
  • March 30, 2004 10:00 am - 11:00am
  • April 6, 2004 10:00 am - 11:00am

To Register for the above webinars, please contact your Account Manager, Stephanie Smith at 619-683-9900 or StephanieS@dsdinc.com. 

 

MAS 90 and MAS 200 Promotions

Existing Customers

  • Receive a 10% Discount on the Purchase Order Module*

  • Receive a 15% Discount on the Starship Module*

  • Receive a $150 Rebate on a New purchase or Upgrade of the Visual Integrator Module*

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

*Some restrictions may apply. Please contact Stephanie Smith for further details and other available promotions.

 

Tech Tip: E-mailing an Order or Invoice Form from MAS 90 and MAS 200

By Jim Woodhead

There are several methods that can be used for e-mailing sales orders or invoices from MAS 90 or MAS 200 to a customer.  Methods include: 1. Using a Scanner.  2. Using Acrobat Writer.  3. Purchasing Third Party Enhancement. 4. E-mail from Print Preview.

This article describes e-mailing from Print Preview using Crystal Report Writer.

Print from Preview Requirements:

  1. Crystal Reports 8.5 must be installed on the local workstation.
  2. Microsoft MAPI e-mail client must be installed on the local workstation, either Outlook (98, 2000, 2003) or Outlook Express.
  3. MAS 90 3.71 or MAS 200 3.71 or above must be used.
  4. The forms must be using GUI or Crystal forms (selected in Options, Form tab).

Steps to e-mail the Sales Order or Invoice:

  1. Launch or start MAS 90 or MAS 200.
  2. Open the Sales Order or Invoice.
  3. Select the ‘Quick Print’ button (at the top of the window screen).
  4. Select the ‘Preview’ button (at the bottom of the Crystal Printing window).
  5. The sales order or invoice will be displayed on your screen.
  6. Select the ‘Export’ function (the envelope button at the top of the screen).
  7. Select the PDF option for the format, and MAPI option for the destination.
  8. Select Page Range ‘All’ at Export Options panel.
  9. In the Send Mail panel, type the E-mail address, Subject and Message.
  10. Send the E-mail with the attached sales order or invoice.
  11. Close Print Preview window, and returning to the sales order or invoice.

Follow this link to a more complete version of this article on our website.

 


MAS 500

MAS 500 Promotions

Existing Customers

  • Receive Up to a 15% Discount on Manufacturing Modules*
  • Receive a 15% Discount on the Purchase of the Starship Module*

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

*Some restrictions may apply. Please contact Stephanie Smith for further details and other available promotions.

Additional MAS 500 New Features - Manufacturing Module

by Josh Thigpen

MAS 500 version 6.3 was released in September and DSD is spotlighting some of the powerful new features that have been incorporated in this release. In this month’s feature, we’ll outline improvements to the Manufacturing module. Best has made significant improvements to Manufacturing’s integration with the rest of the package as well as adding a number of valuable enhancements directly to the Manufacturing module.

For those organizations that use project accounting, Best has made significant strides in improving the integration between PA and the Manufacturing module. Once a project is posted in 6.3, the Generate Work Orders button becomes available and this allows you to tag work orders to specific items on that project. This allows manufacturers to group work orders to a project for costing purposes. To go along with this new “tagged Work Order” function, Best has also improved the Work Order inquiry to include Project and Master Project ID navigator options, and they’ve added a Project and Master Project MRP button, which allows project managers to run mini-MRP for single projects and gain greater insight into their future requirements.

Purchase Order Generation from MRP is also improved in this new release allowing improved consolidation of planned purchase orders. This not only reduces the number of purchase orders generated, but makes order management that much simpler. Sales Order also has improved integration with the ability to generate a work order from the out of stock manager, allowing the sales staff to jump-start the process of replenishing, leaving the production manager to perform scheduling and logistics tasks. Additionally, you now have the ability to explode BOM on quotes and sales order acknowledgments for configured and simple bills of material, as well as control the explosion of the first level of the BOM and the printing of any Configurator options.

Best has also made a number of enhancements to the Manufacturing module itself including merging Inventory and Manufacturing Cost tiers, which means that the inventory cost tiers now include all manufacturing cost components. The BOM report now allows sorting and selection by routing ID and status and the Work Order Picklist can now be saved and reprinted. Machines, Work Centers and Tools see improvements in maintenance and inspection functionality. Inspection dates have been added allowing preventative maintenance on tools and machines and assign employees to conduct those inspections. On completion, you can trap any comments associated with the inspection in history. To better manage this functionality, Best has added alerts for inspection and overdue inspections, which will send notifications to assigned employees (identified as inspectors in Business Alerts), making the management of this critical process automated.

For more information on MAS 500 please contact Josh Thigpen of DSD Professional Services at 619-683-9900 or JoshT@dsdinc.com.



CRM

TeleMagic Users Should Consider this Upgrade

As you may know, TeleMagic is at the end of it's life span. Technical support is no longer available from Best Software, and no new versions have been created in two years. However, Best Software would like to keep you in the "family". DSD Business Systems, in conjunction with Sage Software is offering a deal of a lifetime for those TeleMagic installation that would like to upgrade to something more robust - SalesLogix.

Until the end of March, you can upgrade from TeleMagic to SalesLogix on a license-for-license basis for 50% off the retail price of SalesLogix. In addition, your mandatory maintenance and support fees, which usually adds 20% to the cost of the software, have been waived for the first year. There is no requirement to purchase additional maintenance and support in subsequent years, but it is usually a good idea to do so.

SalesLogix boasts many features, including multiple contacts and opportunities for a given account record, a "tabbed" interface for additional information on a given record, excellent integration to Microsoft Outlook, literature requests and fulfillment, a customer service and support module, sales forecasting, and automated processes. In many cases, customization is just not necessary because SalesLogix contains everything you need to get your sales, marketing, and support efforts to the next level.

Many clients using SalesLogix have reported to us that using this product is so easy that it actually doubled their sales within one year. Why doesn't your company become one of the many happy statistics? Contact Stephanie Smith (StephanieS@dsdinc.com) at 619-683-9900 today to ask for your upgrade to SalesLogix.

DynaLink for SalesLogix

In these days of cut-throat competition, the more information you have in one place on your customer, the better. DynaLink for SalesLogix raises the bar for your business by linking your MAS 90, MAS 200 or MAS 500 accounting software with SalesLogix.

Inside of SalesLogix, you can see a customer's current balances, invoice history, open orders, and even the last payment received. All this without leaving a SalesLogix screen. Reporting on past sales plus future opportunities for a given client becomes a far more easier task than ever. You can even place a sales order in MAS 90, MAS 200 or MAS 500 just by clicking one button in SalesLogix!

Give your sales and customer service people the tools they need to excel in your business. Contact Nicole Stone (Nicoles@dsdinc.com) or Stephanie Smith (StephanieS@dsdinc.com) at 619-683-9900 for more information about DynaLink for SalesLogix.

Your Company Can Afford SalesLogix

The "Sales Edition" from SalesLogix is an inexpensive way for smaller businesses to harness the power of a full CRM system without the full system price tag. For just under $3500 (excluding sales tax), you can get a 5 user SalesLogix system that includes a SQL based engine, a full featured sales client - Account records, Contact records, and opportunity records. Also included are automatic processes for streamlining the sales process, a complete integration to Microsoft Outlook's E-mail and Calendaring capabilities, literature fulfillment features, activity and task management, and a full mail merge and e-mail merge capability. You can even deploy remote users on their laptops with a copy of SalesLogix, so that your road warriors know what's up with a given customer. Additional users for this system are just under $700.

Contact Nicole Stone (NicoleS@dsdinc.com) at 619-683-9900 for more information on this affordable way to get the best - SalesLogix.

SalesLogix Tech Tip

What are Opportunity records and how can they help?

Opportunity records are there to track a potential sale. A potential sale is composed of a number of elements…
  1. The company (account) of the potential sale.
  2. The expected decision date.
  3. The potential amount of the sale (goods and services).
  4. The chance of winning that potential sale.
  5. The list of contacts for the account that is associated with the potential sale, including their role and influence.
  6. The competition, and their strengths and weaknesses.

Once this is documented, potential sales can be marked as “Closed – Won” or “Closed – Lost” when a decision has been made, as well as tracking the reasons why the potential sale was won or lost.

What good is tracking all of this information? Having this information can give you reports or items like…
  1. The ratio of deals that have been won to the number of potential deals.
  2. The “pipeline” timeframe for an average sale.
  3. A forecast of what can be expected to close next week, month, etc.
  4. A listing of all pending proposals. (Places focus on the follow-up of the “low-hanging fruits.”)
  5. History of proposals made to a company in the past. 
  6. With the proper accounting link, opportunities can easily be converted into sales order in the accounting system. 

For more information about using the Opportunity System in SalesLogix more effectively, please contact Mike Mahoney (MikeM@dsdinc.com or 619-683-9900).

 


Enhancements

Product of the Month: IMLU Lot/Serial UDF's 

IMLU has been designed to allow for entry and maintenance of User-Defined Fields (UDFs) for Lot and Serial Items. 

Up to 20 UDF’s may be defined in the I/M Setup Menu, Lot/Serial UDF Maintenance.  These UDF’s can have different attributes: String, Uppercase, Numeric, Zero-Filled, Date, PO Number, Vendor Number, and Yes/No (checkbox).

Also customizable is the length of each UDF and if the specific UDF can be changed AFTER PO Receipt of Goods, SO Invoicing, or I/M Transaction Receipts.

For Lot Items, a UDF may be defined as a Number and if the same Lot is received multiple times, that UDF number may be “added” to the existing UDF field in Inventory.

For Lot Items, if the same Lot is received multiple times, that UDF may be flagged to overwrite existing UDF fields already in Inventory.

You will be able to review / maintain these UDF’s in a variety of areas, including:  PO Receipt of Goods, PO Receipt History Inquiry, Inventory Maintenance / Inquiry, S/O Invoice Data Entry, S/O Shipping Data Entry, S/O History Inquiry, I/M Transaction Entry, B/M Production Entry, RMA Data Entry, RMA Receipts Entry, and A/R Invoice History Inquiry.  A UDF Button appears in all of these areas and a pop-up panel will display these UDF’s.

CRW / ODBC Dictionaries are added for each data file storing UDF’s so that a user can link in to existing CRW reports.

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

 


The IT Guys

You've got...Spyware!

by Andrew Ault

Spyware is any process that helps gather information about computer users without their knowledge. Some spyware can be worse and allow control of a computer by a hacker. It can reduce the functionality of the computer.

You've Got Spyware if…

  • You get pop-up advertisements that know you by name.
  • You get pop-up advertisements even when your browser is not running.
  • You get pop-up advertisements on pages that do not normally have them. For instance, if you get pop-up ads when looking at DSD's site, your computer is infected.
  • Your browser homepage is not what you selected.
  • A toolbar appears on your web browser even though you did not install one.
  • An item appears in Favorites that you did not put there.
  • When you search using Internet Explorer's address bar an unfamiliar site does the search.
  • Your spyware scanning program ceases to function normally.
  • Your system runs slowly and when you look in Task Manager Processes, a process that you've not seen before is using almost all the CPU cycles. Actually this could be more serious than Spyware, this could mean that you computer is being used by hackers to send spam or for other evil purposes.

Avoid Peer-to-Peer File Sharing Programs

Most of the popular P2P (peer-to-peer) file sharing programs put spyware on your Windows system. Never download programs via P2P because you cannot know from where they are being downloaded.

Beware of Cookies

It is possible to use cookies as part of a sophisticated information collection system that can reveal your Internet activities.

Avoid Opening E-mail Attachments

Of course you probably must open e-mail attachments. If you receive a message from someone that you know and the attachment is expected, then that is relatively safe to open in relation to attachments that are not expected. For example, if you regularly get a report in Word format from a coworker, then receiving another such report probably should not be a cause for alarm. However, if you receive a "funny thing" from even someone you know, beware. It is pretty easy to send an e-mail that appears to be from someone you know without that person being aware of it.

Naturally, never open attachments from people you do not know. This has a high probability of being a malicious program that will have adverse consequences to your computer.

Avoid Opening Spam E-mail

E-mail that is in the HTML format can do unwanted things. For example, the HTML can display a picture from a web server and that web server will record that you've read the message. This will be interpreted to mean that yours is a valid e-mail address and that you will read spam of the type you've opened. So, your address is more valuable and you are likely to have an increase in unwanted e-mail.

This means you should avoid even looking at these messages. This includes turning off the preview pane in your e-mail client.

Make Sure that Browser Security Settings are Adequate

In Internet Explorer, the browser Internet Zone setting must be at least medium. Do not allow the browser to install ActiveX controls without your permission. Also, don't install ActiveX controls unless you are certain that they are safe and do not contain spyware. Search for the name and of the control and "spyware" using a search engine to find out.

Do Not Install Anything Unless You Know Exactly What it is

Install only programs from known, good sources. Installing from an original CD-ROM is probably safe. Installing from a known good copy of a CD-ROM is also probably safe. If you are installing something from the Internet, you must use due diligence and carefully examine the providence of the software. You must be certain that the software is legal for you to install (this is not directly related to spyware, but is still important). You must get the program from a trusted site that you are certain maintains adequate security. You should read reviews of the software and comments from the Internet community. Try to find out if the program contains spyware by reading about it.

Read the end-user license agreement (EULA). Look for references to spyware, tracking and information gleaned and sent somewhere.

Educate Yourself About Spyware

A website that can inform you about what spyware is circulating and how to identify it is PestPatrol's Research Center at www.pestpatrol.com/pestinfo.

Get a Free Program to Detect and Remove Spyware

Fortunately, there are a couple of good quality programs available for free that can detect and remove spyware.

Spybot Search and Destroy: http://www.safer-networking.org/ 

Adaware: http://www.lavasoftusa.com/software/adaware/ 

For more information, contact David Yaeger at 619-683-9900 or DavidY@dsdinc.com

 


This monthly newsletter is sent to DSD Business Systems customers and partners. If you do not wish to receive this publication, please reply with the Subject "Remove" and we'll exclude you from receiving it.

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