Oates and Company Blog

Did you know that you can import budgets directly into Sage MAS 500 via the GL Import Utility?  Using the GL Import Utility you can transfer data into the General Ledger module using either a fixed length ASCII or comma-delimited formatted source files. 

Did you know that the March 2011 product update for MAS 500 is now available?  It is critical to keep up to date with the product updates released by Sage to take advantage of the new enhancements to the software.  Product updates consist of two installers, one for the server and one for the client.  The March 2011 product update includes release notes that document all of the program changes made to the software.  These changes include: bug fixes, form changes, Business Insights Explorer adjustments and more.  It is important to keep up with the product updates to take full advantage of your software’s capabilities.  These product updates can be found directly on Sage’s website and are included in your yearly maintenance plan.  For more information on the March 2011 product update or product updates in general please contact Oates & Company.

Yesterday we met with a company and the president told us, “I don’t want you to just fix my problems today.  I want you to help me plan for what we will look like in five years”.  If planned and executed correctly, an ERP software purchase and implementation can create a strategic advantage for a company.  In this company’s case, we are looking at a short range goal of putting in a bar code WMS system into their manufacturing and distribution process.  The long term goal is to create customer and sales portals whereby the users can gain instant access to manufacturing and distribution data on the web.  Our next step is to perform a business process review and a review of the strategic vision and apply the technology tools that we have to align the two to make the company better.

Recently, we began to offer yearly fixed price support plans.  Why is this a good thing for our clients and Oates?

·        The client gets to have a “budgetable” line item for support of their ERP system.  This allows for no surprises.

·        The client does not have to go through bi-weekly invoices to make sure that each line item was legitimate and that the issue was resolved.  On the flip side, Oates does not have to create the invoices. 

·        Since neither the client nor Oates is watching the clock, we are allowed to provide a deeper level of support.  This in turn makes our clients happier. 

We think this is the right way to do support.   If you'd like to discuss your personalized plan, give us a call at 336-230-0200 or send email us at info@oatesco.com.

We know.  You were just thinking about it, right?  Well, your questions have been answered with answers directly from Sage Software.  Just some of the updates include updated controls in Business Insights, negative invoicing in A/R, and improvements to Landed Costs.  To see the presentation, click here.

Did you know that you can customize any reports that come out of Sage MAS 90 and 200?  All reports generated from within Sage MAS 90 and 200 are written and viewed in Crystal Reports.  One of the largest challenges

The Integration between SageCRM and MAS90/200 is effective and efficient.  The integration allows users to maintain customers in one location with automatic

Recently, Oates set out on a new journey becoming a reseller for Intacct - http://www.oatesco.com/Products/Intacct/intacct_solutions_business.html

Intacct, a leader in cloud financial management and accounting applications, today announced that Oates & Company, an experienced consulting services firm and long-time Sage partner, has joined the Intacct Business Partner Program.  This new sales, marketing and development partnership with Intacct – Oates & Company’s first with a cloud computing vendor – will help the firm meet growing demand for cloud-based financial management and accounting.

Did you know about the User Guides Built into Sage MAS 500? User guides contain information on configuring and processing within a specific application.  User guides can be accessed