Sage MAS 90/200®

RepairCenter interfaces with Sage MAS Accounting software. This topic describes the steps needed to set up the interface between Sage MAS and RepairCenter.

Information needed

Before beginning the setup procedure, you should have available the following information:

  • DSN Name (usually SOTAMAS90_ARMS)
  • User ID
  • Password
  • Company Code
  • Division Number (this may already be filled in)
  • Version (this may already be filled in)
  • MAS folder location

In addition, your Accounting Log Directory must be set up. It must contain the ARMSAcctIF.mdb file. For multi-user systems, the Log Folder must be on a network drive.

ClosedTo set up the RepairCenter/Sage MAS interface

Step 1 - Select Accounting Package

  1. Click More , then Configuration , then select the Accounting tab. The General tab is open by default.
  2. In the Select Accounting Package field, select Sage MAS.
  3. Click Update.
  4. RepairCenter will need to be restarted to make the change effective. Click the Accounting tab to trigger the restart message. Click Yes. RepairCenter restarts with Sage/MAS configured as your accounting package.

Step 2 - Options

  1. Click More > Configuration, and then select the Accounting tab.
  2. Select the Sage MAS tab.
  3. Enter or confirm the Company Code.
  4. If Division Number and Version are not populated, enter the appropriate information.
  5. If the Client Software Directory is populated, confirm that it is correct. To add or change the directory, click Select Directory and browse to the desired directory. Click OK.
  6. Select one of the following options, as appropriate for your shop:
    1. Use insurance company as customer.
    2. Use System Generated Customer ID.
  1. If MAS 200 SQL is not selected, the SQL Connection String field will be inactive. If the MAS 200 SQL check box is selected, confirm or enter the correct value in the SQL Connection String box. Click Change.
  2. In DSN Settings, enter the appropriate information in DSN Name, User ID, and Password, then click Create DSN.
  3. Still in the Accounting tab, select the General subtab
  4. Select any or all of the Invoicing Options, as desired.
  • Show supplement lines on invoices. If this check box is not selected, supplement lines will not display on invoices.
  • Don't archive outstanding receivables. If there are a number of payments that have not yet been received, you can select this options to keep them from being automatically archived.
  • Do not show deleted lines on invoices. Selecting this check box suppresses deleted repair lines from showing on invoices.
  1. Set up Payment Types and Credit Card Types, as described below.
  2. Click Update.

Step 3 - Accounts

Set up your Profit Centers and Chart of Accounts. See Profit Center Setup.

Payment and Credit Card Types

Set up and maintain the types of payments and credit cards your shop accepts as payment.

ClosedTo set up payment and credit card types

Note: The instructions below work for both Payment Types and Credit Card Types.

  • Click Add to add a new payment or credit card type. Enter the new type name, then click OK. Click Update to save the changes.
  • To Edit an existing type, highlight the line, then click Edit. Make the change, then click OK. Click Update to save the changes.
  • To Delete a type, highlight the line, then click Delete. Click Yes to confirm. Click Update to save the changes.
  • To Import an existing .csv file of payment or credit card types, click Import, navigate to the location of the file, then click Open. Click Update to save the changes.
  • To Export your list of payment or credit card types to a .csv file, click Export, navigate to the desired location, adjust or enter the file name, then click Save.

Setting up your Chart of Accounts

If you have not already done so (see Step 3 - Accounts above), proceed now to Accounts Setup to set up your Chart of Accounts.

See Also

Accounting - General

Accounts Setup

Account Naming/Numbering

Accounting Interfaces