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.
To set up the RepairCenter/Sage MAS interface
Step 1 - Select Accounting Package
- Click More , then Configuration , then select the Accounting tab. The General
tab is open by default.
- In the Select
Accounting Package field, select Sage
MAS.
- Click Update.
- 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
- Click More > Configuration,
and then select the Accounting tab.
- Select the Sage MAS tab.
- Enter or confirm the Company Code.
- If Division
Number and Version are
not populated, enter the appropriate information.
- 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.
- Select one of the following
options, as appropriate for your shop:
- Use insurance company
as customer.
- Use System Generated
Customer ID.
- 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.
- In DSN
Settings, enter the appropriate information in DSN
Name, User ID, and Password, then click Create
DSN.
- Still in the Accounting tab, select the General subtab
- 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.
- Set up Payment Types and Credit Card Types, as described below.
- 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.
To 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.
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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