Acumatica Quick Tip: Import Scenarios

An award-winning Sage X3 partner, the Net at Work team is far more than just solution experts and consultants. We’re problem-solvers, promise-keepers and the trusted partner our clients call first for perspectives on, and solutions to, their business plans and hurdles. Our Sage X3 team solves problems across the entire enterprise and understands the big picture of how systems, software and people all need to work together. As much as the software and services we deliver, it’s the relationships our team forms that allow us to partner with organizations to truly unleash the power of business. Looking to Speak with a Sage X3 Specialist?
Our Sage X3 experts are ready to answer any questions you may have.
1-800-719-3307 Ext 2. | sage@netatwork.com
We’ve compiled a Top 10 List of reasons why you should choose Net at Work as your Sage X3 consultant and partner, whether you’re an existing user of Sage X3, or you are considering it as the next ERP (and last one you will ever need) for your business. 1. Consultants with Real-World Expertise We are and have always been a Business Management consulting firm. It’s in our DNA. Our consultants draw from decades of real-world experience in the industries they are now advising. More than half of our consultants come from management positions in your industries – managers, COOs, CFOs, etc. – so they know your business. This is important because we are not thinking of “how do we do this in Sage X3?” but, “is this right for the business?” and “can we recommend a new way of looking at processes based on best practices in Sage X3”? Hear from Nicolette Kavanagh, VP Operations, Starborn Industries about her experience working with Net at Work.
Want to hear more about working with Net at Work? Click here for more videos. 2. Deep Bench of Development and Technical Resources Net at Work’s ERP expertise runs deep—over two decades—and we back it up with an even deeper bench of talent. Our teams’ years of experience with business applications means clients profit from a tenured team with competency across ERP, CRM, Cloud, etc. With deep expertise in technology consulting, ERP implementation, IT management, software development and integration, we help you solve complex business problems with technology solutions that make sense. 3. Your Emergency is Our Emergency Run by serial entrepreneurs, Net at Work goes above and beyond to respond to our clients. We know that we are supporting your business-critical applications and if there is an urgent issue, we need to move now. One of our clients even accused us of “babying” them – and they didn’t want it to stop. We are available at all hours – when you need us, we are there. 4. Consultative Portfolio Management We can be your “one-stop shop” for all your business and technology needs. Whether it’s outsourced CIO services, cloud hosting, e-commerce, HR solutions, or credit card processing, we do it all in-house. We offer truly consultative client relationship services at NO CHARGE, meeting with your steering team every 2-4 weeks to consult on business challenges. This is above and beyond traditional “account management” services. We have researched and partnered with the best technology solutions and have an extensive ecosystem so we always have the best offering for your specific business need to help unleash the power of your business. And since we are not tied to any software publisher exclusively, we give you unbiased feedback and offer you the best solution for your business. 5. Local and Remote Assistance Although generally speaking, knowledge is more important than proximity, there are times when you need that “local” presence. With experts in 35 states and 18 offices throughout the U.S., there is always someone that can come to your office and provide one on one training and support – without breaking the bank in travel costs. 6. We Are YOUR Advocate Not to brag, but when we talk, Sage listens. We are the largest Sage partner in the US representing the largest slice of Sage revenue globally. If you have a problem with your system, Net at Work will be your advocate. We escalate mission critical issues with incredible success working with the appropriate teams at Sage – from account management, to product management, and support. 7. We Have You Covered in the Cloud Net at Work offers one of the industry’s most sophisticated private cloud hosting options. Our Cloud at Work division can virtualize ALL of your applications into a secure data center with multiple redundancy options and server management services included. This moves our clients beyond multi-tenant and single-tenant offerings by other providers and even Sage themselves. This kind of flexibility in the cloud with application support rolled in, cannot be matched. 8. Service Tailored for You Net at Work offers multiple service plans that allow you to tailor support to your business needs. Tiered rates based on experience allow us to create the best mix of resources to maximize your application service budget and ensure you obtain the quality work you expect at a price you can afford. Instead of relying on a helpdesk that doesn’t know your or your systems, you can rely on Net at Work. 9. On Time and On Budget Our team makes sure that your project is well scoped so we can deliver on time and on budget. Their main priority is to catch issues BEFORE they arise. Before you invest a dime, we invest in YOU. We analyze your business challenges and provide concrete answers to your questions. We set proper expectations so you can be confident that the end result will be what we both envision. 10. We Help You Unleash the Power of YOUR Business! This is not just our motto, it is our mantra and war-cry! We cannot be successful unless our clients are successful. We measure our success through yours. We are extremely focused on ROI and making sure that your technology spend translates into increasing the bottom line for your business! We’re about solving your business challenges. Net at Work combines technology and business expertise with exceptional care and communications to build long-term, trusted relationships. Ready to unleash your business? Contact us.

Before getting started working with the below Sage X3 product functionality – please use caution. Always make changes in the PILOT folder test and if working properly copy to LIVE, never make change directly to LIVE before testing. If necessary, seek our assistance, or that of your network administrator. The following is an example of the process for making Admin changes to the screen in Sage X3 (Sage Enterprise Management) that controls the sales order line.  This process is the same for other screens; to lookup a field value and screen code simply enter the function to which changes are required, select the field that will be changed, and select ESC + F6.  This will display the screen below: Note: Screen names beginning with “W” are system generated and should not be modified. Changes made to these screens will be overwritten when the associated screen or Entry Transaction is validated. Example: The abbreviation for the Sales Orders lines screen is SOH4. There is one SOH4 screen for each Transaction Entry. The base screen code is SOH4 and is not associated with a Entry Transaction. The Standard Entry Transaction screen code is WK2STD4. Screen modifications should be made to SOH4 and not WK2STD4. To change the tab order of the fields in the sales order line entry begin by: Following Development > Script Dictionary > Screens > Screens Select screen SOH4 Select the Fields tab All the fields and their numeric position control the tab order on the line Save changes once ordering is correct Validate Changes Note:  Block #1 is the sales order line, if making changes to other screens it is important to be mindful of the block numbering in addition to the position number.    To ensure these changes are not lost during an upgrade of Sage X3 (Sage Enterprise Management) it is important to use an activity code on each line that is modified.   If you have not done so already, create a new generic activity code by using the following steps: Select the action card in the column titled activity. Select new. Enter a code beginning with “Z” this is an easy way to identify changes made by users rather that changes from Sage patches and upgrades. Select save and close the window. Enter this code in the “Act” column of the line that has been modified. Save and validate changes. Finally, to ensure that these changes are copied over to the entry transactions: Follow Setup > Sales > Entry Transactions > Orders Validate all entry transactions that are being used and/or active.

The Affordable Care Act (the complete title is The Patient Protection and Affordable Care Act) was signed into law in March 2010. Together with the Health Care and Education Reconciliation Act, it represents the most significant regulatory overhaul of the U.S. healthcare system since the passage of Medicare and Medicaid in 1965. The ACA was enacted with the goals of:
• Increasing the quality and affordability of health insurance
• Lowering the uninsured rate by expanding public and private insurance coverage
• Reducing the costs of healthcare for individuals and the government It introduced a number of mechanisms—including mandates, subsidies, and insurance exchanges—meant to increase coverage and affordability. It mandates that many businesses provide health insurance that meets certain levels to their employees. The law requires insurance companies to cover all applicants within new minimum standards and offer the same rates regardless of pre-existing conditions or sex. Additional reforms aim to reduce costs and improve healthcare outcomes by shifting the system towards quality over quantity through increased competition, regulation, and incentives to streamline the delivery of healthcare. As of May 2014, approximately 20 million Americans had gained health insurance coverage under the ACA, and the percentage of uninsured Americans dropped from 18 percent in 2013 to 13.4 percent in May 2014. From the outset, the law and its implementation have continued to face challenges in Congress and federal courts, and from some state governments, conservative advocacy groups, labor unions, and small business organizations. This means that the exact level of compliance and reporting required from businesses is a bit of a moving target. Below we review the current status of compliance: new reporting requirements, which businesses must comply with providing affordable healthcare, and the penalties for non-compliance. If you have fewer than 50 full-time or FTE employees – approximately 96 percent of all businesses – your company isn’t required to provide healthcare benefits and will not be subject to penalties. In companies with 50 or more full-time or FTE employees, you may choose to offer benefits that conform to provisions in the Affordable Care Act, such as affordability and minimum value coverage, or face penalties if a full-time employee receives subsidized coverage through an exchange. Employer Mandate – Pay or play
Starting in 2015, larger companies that fail to offer affordable, quality healthcare will pay an “Employer Shared Responsibility Assessment”, a $2000 penalty for every full-time worker who is not offered health coverage. A different penalty pertains if workers are offered coverage, but it does not meet Affordability or Minimum Value requirements. Employers need to decide whether the penalty makes more overall sense for their business than offering compliant coverage. Many, perhaps most, will recognize that offering coverage makes sense for the tax benefits and increased employee retention. The benefit of higher employee satisfaction will usually outweigh the benefit of not paying for coverage. Organizations Required To Comply
The mandate to offer insurance to employees is already in effect for employers with over 100 full-time employees, and rules are in effect to prevent employers from changing their employee mix just to come in below this level. Currently, organizations with 50-100 employees will have to comply starting in 2016. However, everyone needs to comply with the reporting requirements of 2015 information. Calculating FTE Employees
If your organization is close to either the 50 or 100 employee levels, you’ll want to carefully calculate your full-time employee (FTE) equivalents. Start by dividing each part-time employee’s monthly hours by 120. Add all part-time employees’ numbers together. Combine that number with the number of full-time employees working 30+ hours per week. Example:
You have 47 full-time employees and seven employees who each work 93 hours per month.
Part-time = 7 x (93 hours/120) = 5.425 Full-time= 47
Total FT/FTE employees= 52.425 rounded down to 52 Reporting Requirements
Reporting requirements have been delayed, changed, and debated for over a year. Implementation of compliance may be difficult. Reporting compliance with forms 6055/6056 is first due in early 2016 for 2015 information. Additional penalties are leveraged for failure to comply with these requirements. While information is not due until early 2016, employers need to be tracking this information in 2015 to be able to comply in 2016. The reporting requirements are very detailed – you must be able to report coverage premiums by employee, by month – and track employer and employee portions separately. Proposed Legislative Changes
ACA is still a work in progress. There are a number of proposals pending in the legislature, including: • Changing the definition of an FTE from a 30 hour work week to 40.
• Expanding small business health insurance tax credits
• Creating a new, more affordable “copper” health plan
• Fund more health insurance co-ops Short term legislative changes are thought to be unlikely, but executive action is also possible, especially in the area of further delaying dates for compliance. For More Information
Download the Healthcare Reform Survival Guide or call us with your questions.