Technology in Practice

More and more, distribution companies are having to manage contracts between the manufacturers they represent (suppliers) and the customers they sell those products to. In some industries this is referred to as rebate management, others call it customer pricing support (CUPS). Most organizations manage these contracts manually – using spreadsheets – which is a complicated, slow and mistake-prone process that often leaves your money on the table. TRACK, CALCULATE, AUTOMATE, & MANAGE REBATES Sage X3 ERP includes native rebate functionality which allows users to create a pricing rebate to the customer, or to the supplier, but the native functionality does not manage contract eligibility, or overlapping contracts between suppliers and customers, or pick the most lucrative contract. BUILT FOR Built for Sage X3, Net at Work’s Rebate Management solution provides the ability to set up rebate agreements and calculate and report rebates on sales transactions. In addition, it enables you to generate claims that book the financial impact, giving you control and a holistic view of the process. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } CORE FEATURES OF REBATE (CUPS) MANAGEMENT: Track rebates given for items sold. Track multiple eligible contracts per product. Select the most lucrative contract based on eligibility. Calculate the impact of rebates on sales profit (and cost). Calculate rebates using guaranteed profit percentage, amount flat rate per unit, or actual rebate per unit depending on your business needs. Automatically create claims to the supplier based on a number of parameters. Re-calculate rebates when rebates are modified or backdated. Automated tracking of purchases and sales against agreements. Automated accruals recording. Automatic invoicing/supplier debits. Extensive and granular reports. A reliable and extensive audit trail. Ability to track history/revision of contracts with your suppliers. KEY BENEFITS FOR SAGE X3 USERS: Manage contract eligibility by product group or specific products including date ranges. Manage pricing/rebate contract agreements between customers AND vendors, based on sale or purchase of goods and services. Assess impact of rebates on profitability. Real-time view of rebates applied per transaction. Simplified and more efficient processes due to automation. Minimal disputes and easier identification of the causes of disputes through accurate audit trails, allowing for faster resolution. Improved cash flow due to timely accurate rebate claims. Improved margin due to more accurate rebate and pricing calculations. Automating processes frees up finance and commercial teams to increase productivity in other areas. Better supplier collaboration leading to improved profitability and growth. For more information about Rebate Management for Sage X3, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

Effectively managing the challenges of field service operations requires a business management solution like Acumatica Cloud ERP which has built-in functionality designed specifically to meet the needs of Field Services. In this on-demand webcast we’ll show how the Acumatica Field Service Edition, a web-based and fully mobile field service management software, connects customer service, inventory management, dispatching, routing, accounting, and billing in one seamless workflow, with functionality including: Scheduling, Dispatching and Call Center in Acumatica Field Service Edition Route Planning in Acumatica in Acumatica Field Service Edition Service Contract Management in Acumatica Field Service Edition Warranty Management in Acumatica Field Service Edition Equipment Maintenance in Acumatica Field Service Edition When field service management and operations are fully integrated with the back office with software like Acumatica, you can maintain a real-time view of your customer’s activities across your complete business. Watch and see how to turn field service appointments into an orchestrated and seamless experience.

Amid the global increase in remote work driven by the Coronavirus pandemic users are increasingly susceptible to attacks through malware, phishing, and targeted threats. Perimeter security deployed at the office is no longer enough to adequately defend your employees in this new environment. Net at Work will host cybersecurity and Cisco experts for a webcast discussion covering these topics and more: Navigating Cybersecurity during a Pandemic The challenges facing today’s security professionals Simple actions you can take to reduce malware and secure the expanded remote workforce How to rapidly deploy an additional layer of defense against cyberthreats with Cisco Umbrella Protect, detect, and respond to advanced threats for remote workers anytime, anywhere using Advance Malware Protection (AMP) for Endpoints A Net at Work partner, Cisco Umbrella is the leading provider in network security and Domain Name System (DNS) services enabling the world to connect to the internet with confidence on any device. [blogpromo type=’webinar’ link=’https://www.netatwork.com/resource/taking-telework-cybersecurity-to-new-levels-it/’ btntext=’Watch Now’ iconlabel=’Recorded Webinar’] Taking Telework Cybersecurity to New Levels [/blogpromo] It is the easiest way to protect all your employees, no matter where they work from. With no hardware to install and no software to manually update ongoing management is simple. Contact us to learn more about cybersecurity and securing your devices from everywhere.

Objective: Create an Application Link in Sage Enterprise Intelligence (SEI) that links to a screen in Sage X3. This allows you to link specific values from you worksheet to use as a hyperlink to your Sage X3 application. You can also use these defined links in the SEI excel add-in. In our scenario, we will be creating a link from an invoice number in SEI to the corresponding invoice record in Sage X3. Before setting up the Application Link, we need to go into the Invoices process in SEI, confirm the SEI process has a column for the field being used to Link To into Sage X3, and confirm the field column has a Global Parameter in it, or assign one. In our example, we assigned one by changing the Parameter Name to DocumentNo to represent the Invoice Number. Setup of Application Link: 1. Go to Administration > Application Links. 2. Add a New Record of ‘Link’. 3. Enter in a description and the following link: https://app2:8124/syracuse-main/html/main.html?url=/trans/x3/erp/LIVE/$sessions?f={INPUT FUNCTION CODE}/2//M/{INPUT PARAMETER}. In your case, the https://app2:8124 would be updated with your X3 web link. LIVE will be updated with your folder’s name in Sage X3. Although not required, you can make this a dynamic field using global variables if you want to use the application link among multiple SEI folders. Where INPUT FUNCTION CODE = GESSIH NOTE: You need to identify the function’s code in Sage X3 that your Application Link will be using. For example, if the Application Link is creating a hyperlink to the ‘Sales Invoice’ screen, then you would use the ‘GESSIH’ code in the application formula. You can see this code by hovering over the function (Sales > Invoices > Invoices). And INPUT PARAMETER = @DocumentNo (You can drag and drop this from the left panel.) *This is based on the global parameters. The ones you need should be set up and mapped to the design process/data model if they haven’t been already* 4. Click ‘Update’ and  you’re all set. Your Sage X3 web link is ready to use. How to use your Application Link: 1. Select your view. 2. Select the invoice number you want to see as a record in Sage X3. 3. Select the ‘X3 Invoice’ Application Link that we created. 4. A new tab will open and the invoice record will open up. For help creating Application Links in SEI, or any other Sage X3 question, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

In many industries, organizations need to manage sales and payments at a granular level, that is, by the individual lines of account receivable invoices. In previous versions of Acumatica Cloud ERP, the system allowed users to apply payments fully or partially to only an accounts receivable (AR) invoice as a whole. As a result, if an invoice was partially paid, the payment could not be linked to specific lines of it. Acumatica ERP 2020 R1 introduces the ability to enter payments for accounts receivable documents by individual lines. You can now apply payments to specific lines of an invoice in Acumatica! When the “Payment Application by Line” feature is enabled on the Enable/Disable Features (CS100000) form, users can still apply payments fully or partially, but they can also select whether to apply payments to the entire document or to individual document lines. If the “Retainage Support” feature is able enabled on the Enable/Disable Features form, users can now track retainage by the induvial document line. Contact us if you want the full list of new features and enhancements, including Matrix Inventory.

In a time of social distancing, many organizations are embracing remote work on a large scale for the first time. For these organizations, it can be a major cultural shift to have employees working from home. Fortunately, with CRM solutions such as Salesforce, business leaders can feel confident that the transition to a remote workforce will not only be a smooth one in the short term, but can also bring about lasting organizational change. Join our team for this virtual training session, we will explore practical steps that Salesforce administrators can take to set their team members up for success without having to leave the house, including: Use activities and process automation to maintain full productivity Enable users to collaborate as a team Identify opportunities for business process integration

In this quick tips video, we’ll cover editing and modifying a generic inquiry in Acumatica Cloud ERP. Watch an example as we go over step by step how to add an additional column and address line to the customers screen in Acumatica. Contact us if you have any questions or would like more information about new features and enhancements in Acumatica. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

The Net at Work team is continuing to help Sage 100 users through this time by providing access to complimentary live training courses on selected topics. These Sage 100 training courses will be hosted as live web-sessions and are perfect if you are new to using Sage 100 and want to know how to use the Accounts Receivable, Accounts Payable, or General Ledger modules, or if you just need a refresher! Join our Sage 100 experts as we take an in-depth look at these featured topics: Sage 100 Accounts Receivable Module Refresher Sage 100 General Ledger Module Refresher Sage 100 Accounts Payable Module Refresher Visit here for full course details and to register for these training sessions. Sage University Free Training Through May 31, 2020 Sage is also offering courses for Sage 100 clients through this time by providing complimentary access to select Sage 100 eLearning packages, Webinars and Certification Exams. To take advantage of complimentary Sage 100 training, you must have a Sage University account. You will need to know your Sage Account # to create your Sage University account. a. If you know your Sage Account number, click here to log in and register. b. If you do not know your Sage Account number, we will be happy to provide it to you. Please contact us. For more details and a complete list of Sage’s available free offerings, click here.

One of the many nice features of Sage X3 is that inquiries, screens, and entry screens are customizable. Quite a few of the screens have a certain number of columns frozen on them. This brief explanation will show you where to change them for screens, inquiries, and enterprise planning workbench. IMPORTANT REMINDER: Always test changes that are outlined in this post in a test or pilot folder before deploying to your live production folder. Remember to validate the objects after changes. And don’t forget to document these kinds of changes for testing after upgrades. #1 Changing a Screen: Production Tracking Screen Manufacturing > Production Tracking > Production Tracking To Change: Development > Script Dictionary > Screens [MTK1] The options column controls how many columns are frozen on this particular page. If you change the KR4 to KR2 you would only have 2 frozen columns (Tracking Type and Operation). #2 Changing an Inquiry: Stock by Site Stock > Inquiries > Stock by Site To Change: Setup > General Parameters > Inquiry Screens Select the inquiry from the left list that you would like to change. Please note that the majority of the inquiries in the left list have an ALL and STD version, you’ll want to make sure you’re updating the correct one. Change the “No. of fixed columns” to reflect the number of columns you would like frozen. Results: Stock by Sites Stock > Inquiries > Stock by Site #3 Changing Enterprise Planning Transactions One of the easiest to change is the enterprise planning workbench because it is part of the entry transaction setup. Go to Setup > Manufacturing > Enterprise Planning On the display tab you can change the “Number of fixed columns” In conclusion, if you are frustrated with which columns or how many columns are frozen on a particular screen or inquiry it is just a matter of finding the right place to look. For help locking and unlocking entry screen columns, or any other Sage X3 question, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users