Information on Crystal Reports and Xcelsius is also included.  Both these products work well with Sage MAS90 and MAS200.  Everything is wrapped up in an entertaining and visual video and avatar presentation format.

Click HERE to go to our sub-site.

© 2010, Mark Chinsky. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

Clients First held their fifth in a series of monthly MAS90/200 Tips and Tricks Webinars. The focus of these webinars is to offer our clients free training and tips regarding specific functionality and issues that apply to a large portion of our client base nationally. The third of these had over 30 attendees and has been recorded for your convenience.

This particular episode focused on the MAS90 Credit Card Processing solution.

Thanks to all who invested valuable time and attended and thanks to the hard working Clients First team who worked tireless hours prepare all of this content!

Tips & Tricks from YouTube

© 2009, Mark Chinsky. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

You can maintain customers credit card data (fully encrypted) and use their card for future purchases. All data entered via credit card is automatically validated with pre-approvals obtained directly from the Sage Payment Services processing bureau.

Interested in how this works? Here’s a quick 5 to 10 minute overview that demonstrates the entire process of accepting credit cards into MAS 90. The video is a little scripted but I think covers all the major points and serves as a good example of how this works within Sage MAS 90 and Sage MAS 200.

MAS90 Credit Card Demo Online

© 2009, Wayne Schulz. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

A big thanks to 90minds member Wayne Shulz of Shulz Consulting (www.s-consult.com) for contributing his, as usual, great MAS90, MAS200 year end closing webinar to the site

Below is the un-edited full length recording of his December 17, 2008 presentation titled “Closing The Year is Sage MAS90: Everything You Need To Know But Where Never Told.

The audio on this video is a little loud, so be sure to adjust your speakers down before viewing.

© 2008 – 2009, Mark Chinsky. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

Customizer_Part1.wmv (42:33)

This session covers how to add user defined tables (UDT) as well as user defined fields (UDF) that validate against those tables to capture some survey information (demographics, source of customer, etc.) and how that information can be used in conjunction with Business Insights Explorer (BIE) to do some charting and sales analysis.  This also covers how to overcome real estate issues on forms when adding UDFs as well as how to set Tab orders to streamline data entry.

Playback Link: Part 1

Customizer_Part2.wmv (37:23)

This session covers adding a UDT to maintain information related to projects.  In addition it covers how to add a Project Code UDF to both AP Invoice Data Entry Detail as well as AR Invoice Data Entry Detail that validate against the Project UDT and have that information flow through to the General Ledger Detail table.  We then used BIE to do some profitability analysis by Project.

Playback Link: Part 2

Customizer_Part3.wmv (27:57)

This session covers the Advanced Field Settings in customizer, showing how to set default values and change attributes of standard MAS90 fields, including showing how to validate a standard MAS90 field against a UDT.  This session also contains a demonstration of how to set up a Sales Order routing system, using UDFs and BIE to set up multiple “in-boxes” by routing status (“PENDING”, “APPROVED”, “CREDIT”, etc.)

Playback Link: Part 3

Customizer_Part4.wmv (13:09)

This session demonstrates a Mash-Up, using UDFs and UDTs along with VB Scripting and the Business Object Interface to map out delivery driving instructions for Invoices, using Google Maps complete with a Starbucks stop.

Playback Link:  Part 4

Customizer_Part5.wmv (30:53)

This session adds a Territory UDF to both Customer and Ship-to Address tables which will then flow from Sales Order Entry to Invoice Entry to Invoice History to RMA.  We then show how to use BIE to do Sales Analysis by Territory.

Playback Link:  Part 5

Customizer_Part6.wmv (36:54)

This session covers Linked Dialogs and VB scripts and was the main focus of the Deep Dive in Customer session at Insights.  We create a VB Script to calculate an order discount percentage and whether or not an order is eligible for free freight, based on information stored in a Promotions UDT.  Another script is covered that uses the Business Object interface to apply a new promotion to the customer table.

Playback Link:  Part 6

Customizer_Part7.wmv (12:21)

This session touches on more examples using the business object interface and VB Scripts to enable customers to view a .PDF and bring up an e-mail with the .PDF as an attachment.  Another script is created using the business object interface that creates an RMA directly from AR Invoice History Inquiry.

Playback Link: Part 7

Customizer_Part8.wmv (11:54)

This session covers the Customizer Export Utility that creates the Insights.M4X file included with this download.  It explains how to export all of the customizer modifications made in the previous 7 session and package them up to allow installation on a 4.30 system.

Playback Link: Part 8

via: Mark Chinsky, New Jersey CT , Sage MAS 90 and 200, Job Ops, and SAP Business One consultant from Clients First Business Solutions

© 2008 – 2009, Mark Chinsky. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.