Sage 100 Demo Common Information Main Menu UI Screens.

Business Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the sage 100 erp common information module

sage 100 erp authorized partner reseller and technical support provider for the common information module Main Menu Interactive Demo Series

Sage 100 Common Information (CI) Introduction Recap

The Common Information Module, as the name suggests, is where setup and configuration of …more…cross module options and system-wide procedures for Sage 100 software occur. These user interface tasks and procedures may include Sales Tax Account setup, processing of AP and AR accounts such as, cash receipts and depostis for Accounts Receivable, cash disbursement and payments for Accounts Payable, or the inventory unit of measure (UOM) that spans the Purchase Order, Sales Order or other modules. Other Common Information functionality may include inventory items’ UOM that are associated with Work Order, Bill of Materials, Materials Requirements Planning or eCommerce Shipping processes for manufacturing or distribution.

Sage 100 CI Demo Series Information

In this BIS Sage 100 Common Information Demo Series, your will become familiar with …more…module setup, integration, and user support options. As with all BIS Virtual Tour Demo Series you can navigate and explore all the Sage 100 Common Information menu tree items that are accessible from the Sage 100 Explorer Menu: review the main maintenance tasks, discover reports powered by Crystal Reports for Sage, view module options for Sage 100 Common Information setup and configuration, view the file utilities, and learn about how to customize Sage 100 Common Information using Sage 100 Custom Office and how to add UDFs and UDSs to Sage 100 Common Information panel customizations to optimize Common Information Processing. After this BIS Sage 100 Common Information Demo series, you will see first-hand how flexible and effective Sage 100 ERP Software Processing can benefit your business.

Sage 100 Common Information Main Menu User Interface. Sage 100 CI Main Menu User Interface

About the Main Menu

In the following sections you will experience BIS and Sage support and training information for all Sage 100 task and report menu items infolded within the Sage 100 Explorer Main Menu.

Sage 100 illustrative figures

Bank Code Maintenance. Bank Code Maintenance

Section: Sage 100 Demo Bank Code Maintenance. Sage 100 Demo Bank Code Maintenance

The Common Information Bank Code Maintenance Task is used to establish multiple cash accounts to which receipts can be deposited and checks drawn.

Bank Code

Enter the bank code for the bank account to add or maintain, or click the Lookup button to list all bank codes. The bank code must be a letter or a number; do not enter a special character at this field.

When using the Accounts Payable and Accounts Receivable setup wizard, enter the bank code defined as the default bank code in Accounts Payable Options and Accounts Receivable Options.

Note Bank code A is the default bank code and is permanently assigned to your main bank account by the system; it cannot be deleted. Complete the information for this account before entering bank codes for other accounts.

Note Bank code Z is used during the clearing process. Do not use bank code Z if you plan on using AP from AR Clearing Selection. If you do not plan on using AP from AR Clearing Selection, you can use bank code Z for day-to-day entries.

Sage 100 Demo of the Common Information Bank Code Maintenance User Interface. Sage 100 CI Bank Code Maintenance User Interface.

Sage 100 Common Information Bank Code Maintenance Interactive Demostration of UI Screens.
Figure Sage 100 Training Lesson 1.  Sage 100 Bank Code Maintenance User Interface Initiate.
Fig.S100TL1. Sage 100 Bank Code Maintenance UI Initiate.
Fig. Sage 100 Traning Lesson 2. Sage 100 Bank Code List Advance Lookup Engine Screen.
Fig.S100TL2. Sage 100 Bank Code List ALE Screen.
Fig. Sage 100 Training Lesson 4. Sage 100 Bank Code Maintenance Account Information Screen.
Fig.S100TL3. Sage 100 Bank Code Maintenance Account Information Screen.
Fig. Sage Training Lesson 3. Sage 100 Bank Code Maintenance.
Fig.S100TL4. Sage 100 Bank Code Maintenance MICR information screen.
Sage 100 Bank Code Maintenance Account Information Screen Thumbnail Preview.
Sage 100 Bank Code Maintenance Account Information Screen Thumbnail Preview.

Description

Type the name of the bank or a description of the bank account.

Cash Account Number

Enter the general ledger cash account number corresponding to this checking account, or click the Lookup button to list all general ledger account numbers. Accounts can be created in this field if the appropriate settings are defined in the Auto Create when all Segments are Valid field in General Ledger Options.

When performing Cash Receipts Entry, select the account to debit by entering a bank code.

Note If an account is defined in A/P Division Maintenance, the cash account defined for the bank code at this field is ignored during the Check Register and Manual Check and Payment Register update processes.

Note A different cash account should be selected for each bank code.

Bank Account Number

Type the bank account number for this bank account. This number can be found on your monthly statement and on the bottom of your checks.

Next Check Number

Type the next check number to use for this bank account. This number increments automatically each time a check is issued for this bank code. If you do not want to enter the next check number, leave this field blank. This field is updated automatically when checks are updated. While checks are being processed for this account, this number cannot be changed. After the checks are updated, the next check number can be reset, if necessary.

Note If the Bank Reconciliation module was installed while checks were being processed in Accounts Payable or Payroll, the next check number for the appropriate module appears and cannot be changed while the check update is in process.

Note This field is available only if the Accounts Payable module is installed, and if you accessed Bank Code Maintenance from Common Information, Accounts Payable, Payroll, or Bank Reconciliation.

Default Form Code

Enter a default form code to use for printing checks with the specified bank code, or click the Lookup button to list all form codes. If you do not select a form code, the first form code on file is used.

Note If form codes do not appear, a form has not been created for the current company. To create an Accounts Payable default form code, see Check Printing.

Note This field is available only if the Accounts Payable module is installed, and if you accessed Bank Code Maintenance from Common Information or Accounts Payable.

Current Balance

During Bank Reconciliation system setup, enter the ending balance shown on the last reconciled bank statement for this account.

After the current balance is established and during regular processing, the current balance will be maintained automatically. The current balance is a running total of debits and credits from the general ledger and displays only the balance as of the most future date.

Note This field is available only if the Bank Reconciliation module is installed, the appropriate security is set up, and if you accessed Bank Code Maintenance from Common Information or Bank Reconciliation.

Sage 100 Database Table Field and Sage 100 Business Objects Interface Reference Documents. Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Bank Code Maintenance

  1. Sage 100 Overview Document for Bank Code Maintenance.
  2. Sage 100 File Layout on Tables and Field Document for Bank Code Maintenance.
  3. Sage 100 Business Objects Interface Information Reference Document for Bank Code Maintenance.

Sage 100 Miscellaneous Item Maintenance Miscellaneous Item Maintenance

Section: Sage 100 Demo Miscellaneous Item Maintenance. Sage 100 Demo Miscellaneous Item Maintenance

The Common Information Miscellaneous Item Maintenance Task is used to add, view, or maintain miscellaneous items, charges, and comment items. An item code can be a product part number, an abbreviation, or any other code identifying your products or services. The general ledger account number for sales, cost of goods sold, purchases, inventory, and manufacturing cost postings can be defined for item codes.

Section: Sage 100 User Support Option. User Support Options

  1. Use Miscellaneous Item Maintenance to establish charge and miscellaneous items if you routinely bill customers for services that are not inventory items.
  2. You can determine whether items are posted to a particular account number, or to a substituted account number where a subaccount serves as a segment substitution.
  3. You can type standardized comment lines. Commented item codes allow you to print comments on sales orders, invoices, purchase orders, receipts, returns, material requisition issues, and bill of materials component lists.

Section: Sage 100 Setup Integration Support Options. Setup Integration Support Options

  1. If the eBusiness Manager module is installed and set up for the current company, you can set up and enable access to your eBusiness Manager Web Pages for Miscellaneous Items and Charge Codes.
  2. Inventory item types can be maintained in Item Maintenance.

Sage 100 Demo of the Common Information Miscellaneous Item Maintenance User Interface. Sage 100 Demo of the Common Information Miscellaneous Item Maintenance User Interface

Sage 100 Common Information Miscellaneous Item Maintenance Interactive Demostration of UI Screens.
Figure Sage 100 Training Lesson 1.  Sage 100 Miscellaneous Item Maintenance Initiate User Interface Screen.
Fig.S100TL1. Sage 100 Miscellaneous Item Maintenance Initiate UI Screen.
Figure Sage 100 Training Lesson 2. Sage 100 Miscellaneous Items List Advance Lookup Engine ALE Screen.
Fig.S100TL2. Miscellaneous Items List ALE Screen.
Figure. Sage 100 Training Lesson 3. Sage 100 Miscellaneous Item Maintenance Main Tab to maintain pricing, cost and unit information.
Fig.S100TL3. Sage 100 Training Lesson Sage 100 Miscellaneous Item Maintenance Main Tab to maintain pricing, cost and unit information.
Figure. Sage 100 Training Lesson 4. Sage 100 Miscellaneous Item setup sales tax account classes important message about sales tax.
Fig.S100TL4. Sage 100 Miscellaneous Item setup sales tax account classes important message about sales tax.
Figure. Sage 100 Training Lesson 5. Sage 100 Miscellaneous Item setup or select sales tax account class.
Fig.S100TL5. Sage 100 Miscellaneous Item setup or select sales tax account class.
Figute. Sage 100 Training Lesson 6. Miscellaneous Item ALE Sales Tax Account Class.
Fig.S100TL6. Sage 100 Miscellaneous Items List ALE Sales Tax Account Class.
Figure. Sage 100 Training Lesson 7. Sage 100 Miscellaneous Item setup or select unit of measure.
Fig.S100TL7. Sage 100 Miscellaneous Item setup or select unit of measure.
Figure. Sage 100 Training Lesson 8. Sage 100 Miscellaneous Item Maintenance browse directory for item's image file.
Fig.S100TL8. Sage 100 Miscellaneous Item Maintenance browse directory for item’s image file.
Figure. Sage 100 Training Lesson 9. Sage 100 Miscellaneous Item preveiw item's image attachement.
Fig.S100TL9. Sage 100 Miscellaneous Item preveiw item’s image attachement.
Figure. Sage 100 Training Lesson 10. Sage 100 Miscellaneous Item Maintenance Map activity to General Ledger Accounts for sales, cogs, inventory, purhcases and/or manufacturing costs.
Fig.S100TL10. Sage 100 Miscellaneous Item Maintenance Map activity to General Ledger Accounts for sales, cogs, inventory, purhcases and/or manufacturing costs.
Figure. Sage 100 Training Lesson 11. Sage 100 Miscellaneous Item History Tab, Quantities View.
Fig.S100TL11. Sage 100 Miscellaneous Item History Tab, Quantities View.
Figure. Sage 100 Training Lesson 12. Sage 100 Miscellaneous Item History Tab, Quantities View Compare Previous Years Quantities View.
Fig.S100TL12. Sage 100 Miscellaneous Item History Tab, Quantities View Compare Previous Years Quantities View.
Figure. Sage 100 Training Lesson 14. Sage 100 Miscellaneous Item History Tab, Quantities View.
Fig.S100TL13. Sage 100 Miscellaneous Item History Tab, Quantities View.
Figure. Sage 100 Training Lesson 14. Sage 100 Miscellaneous Item History Tab, Quantities View Compare Previous Year Quantities View.
Fig.S100TL14. Sage 100 Miscellaneous Item History Tab, Quantities View Compare Previous Year Quantities View.
Figure. Sage 100 Training Lesson 15. Sage 100 Miscellaneous Item History Tab, Sales View.
Fig.S100TL15. Sage 100 Miscellaneous Item History Tab, Sales View.
Figure. Sage 100 Training Lesson 16. Sage 100 Miscellaneous Item History Tab, Compare Previous Year Sales View.
Fig.S100TL16. Sage 100 Miscellaneous Item History Tab, Compare Previous Year Sales View.
Figure. Sage 100 Training Lesson 17. Miscellaneous Item History Tab, Receipts View.
Fig.S100TL17. Sage 100 Miscellaneous Item History Tab, Receipts View.
Figure. Sage 100 Training Lesson 18. Sage 100 Miscellaneous Item History Tab, Compare Previous Year Receipts View.
Fig.S100TL18. Sage 100 Miscellaneous Item History Tab, Compare Previous Year Receipts View.
Sage 100 Miscellaneous Item Maintenance Thumbnail Preview.
Sage 100 Miscellaneous Item Maintenance Thumbnail Preview.

Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Miscellaneous Item Maintenance. Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Miscellaneous Item Maintenance

  1. Sage 100 Overview Document for Miscellaneous Item Maintenance.
  2. Sage 100 File Layout on Tables and Field Document for Miscellaneous Item Maintenance.
  3. Sage 100 Business Objects Interface Information Reference Document for Miscellaneous Item Maintenance.

Sage 100 Memo Manager Maintenance Memo Manager Maintenance

Sage 100 Demo of Memo Manager Maintenance. Sage 100 Demo of Memo Manager Maintenance

The Common Information Memo Manager Maintenance Task is used to view, maintain, and manage memos system-wide. In Memo Manager Maintenance, you can define where memos can be displayed or maintained within the software.

Section: Sage 100 User Support Options. User Support Options

  1. Multiple Types of Memos can be defined per module.
  2. You can specify a default setting for the automatic display of memos when accessing certain tasks.
  3. Note: The auto-display settings defined in Memo Manager Maintenance for the Default role can be overridden for individual memos in Override Auto Display Settings. After a memo is created, any changes made to the auto-display settings for a memo type do not affect the existing memo.

Section: Sage 100 Setup Integration Support Options. Setup Integration Support Options

  1. Memos for modules not listed in the Memo Manager Maintenance window in the Module field are maintained in their applicable modules’ Memo Maintenance window.

Sage 100 Demo of the Common Information Memo Manager Maintenance User Interface. Sage 100 Demo of the Common Information Memo Manager Maintenance User Interface

Sage 100 Common Information Memo Manager Maintenance Interactive Demostration of UI Screens.
Sage 100 Demo of Memo Manager Maintenance - Initiate User Interface Screenshot Demo.
Sage 100 Memo Manager Maintenance Initiate UI Screen.
Memo Manager Maintenance Lookup Select Module Screenshot.
Memo Manager Maintenance Lookup Select Module Screen.
Memo Manager Maintenance Lookup Code Select Memo Type.
Memo Manager Maintenance Lookup Select Security Role.
Memo Manager Maintenance Lookup Security Role.
Memo Manager Maintenance Lookup Select Security Role.
Memo Manager Maintenance Lookup Select Security Role.
Memo Manager Maintenance, Purge Memo Dates.
Memo Manager Maintenance, Purge Memo Dates.
Memo Manager Maintenance, Maitain Code.
Memo Manager Maintenance, Maitain Code.
Memo Manager Maintenance user interface screenshot.
Memo Manager Maintenance.

Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Memo Manager Maintenance. Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Memo Manager Maintenance

  1. Sage 100 Overview Document for Memo Manager Maintenance
  2. Sage 100 File Layout for Tables and Field Document for Memo Manager Maintenance
  3. Sage 100 Business Objects Interface Information Reference Document for Memo Manager Maintenance.

Sage 100 Sales Tax Account Maintenance. Sales Tax Account Maintenance

Sage 100 Demo of Sales Account Tax Maintenance Sage 100 Demo of Sales Account Tax Maintenance

The Common Information Sales Tax Account Maintenance Task is used to set up registration numbers, exemption numbers, and general ledger account numbers for your business. The sales tax and nontaxable sales amounts are reflected on the Sales Tax Report or can be viewed by clicking Sales or Purchases, as applicable.

Section: Sage 100 User Support Options User Support Options

  1. Enter your company-specific registration numbers and exemption numbers for each tax code, if required.
  2. Entering a general ledger account for the tax code overrides the Sales Tax Code in Division Maintenance.

Section: Sage 100 Setup Integration Support Options. Setup Integration Options

  1. Setup Integration Support Options.

Sage 100 Demo of the Common Information Sales Tax Account Maintenance User Interface. Sage 100 Demo of the Common Information Sales Tax Account Maintenance User Interface

Sage 100 Common Information Sales Tax Account Maintenance Interactive Demostration of UI Screens.
Screenshot of Sales Tax Account Maintenance User Interface Screen.
Sage 100 Sales Tax Account Maintenance Initiate UI Screen.
Sales Tax Account Class List ALE screenshot .
Sales Tax Account Class List ALE Screenshots.
Sales Tax Account Maintenance Views Sales Information.
Sales Tax Account Maintenance Views Sales Information.
Sales Tax Account Maintenance Views Purchase Information.
Sales Tax Account Maintenance Views Purchases Information.
Sales Tax Account Maintenance View General Ledger Account Information.
Sales Tax Account Maintenance View General Ledger Account Information.
Sales Tax Account Maintenance, maintain certificate numbers, exemption numbers and general ledger account assignment.
Sales Tax Account Maintenance, maintain certificate numbers, exemption numbers and general ledger account assignment.
Sales Tax Account Maintenance, maintain certificate numbers, exemption numbers and general ledger account assignment.
Sales Tax Account Maintenance, maintain certificate numbers, exemption numbers and general ledger account assignment.

Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Sales Tax Account Maintenance. Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Sales Tax Account Maintenance

  1. Sage 100 Overview Document for Sales Tax Account Maintenance.
  2. Sage 100 File Layout for Tables and Field Document for Sales Tax Account Maintenance
  3. Sage 100 Business Objects Interface Information Reference Document for Sales Tax Account Maintenance.

Sage 100 Inactive Code MaintenanceInactive Code Maintenance

Sage 100 Demo of Inactive Reason Code Maintenance. Sage 100 Demo of Inactive Reason Code Maintenance

The Common Information Inactive Reason Code Maintenance Task is used to set up the reasons customers or vendors are inactive.

Section: Sage 100 User Support Options. User Support Options

  1. The inactive reason codes can be used in Customer Maintenance and Vendor Maintenance.
  2. Inactive reason codes are printed on the Customer Audit Report and Vendor Audit Report, and they can be viewed in Customer Inquiry and Vendor Inquiry.

Sage 100 Demo of the Common Information Sales Tax Account Maintenance User Interface. Sage 100 Demo of the Common Information Sales Tax Account Maintenance User Interface

Sage 100 Common Information Inactive Reason Code Maintenance Interactive Demostration of UI Screens.
Sage 100 Inactive Reason Code Initiate User Interface Screenshot demo.
Sage 100 Inactive Reason Code Initiate UI Screenshots.
Inactive Reason Code Maintain Codes .
Inactive Reason Code Maintian Codes.
Inactive Reason Code Maintain Codes Thumbnail Preview.
Inactive Reason Code Maintian Codes Thumbnail Preview.

Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Inactive Reason Code Maintenance Sage 100 Database Table Field File Layout Information and Sage 100 Business Objects Interface Reference Documents for Inactive Reason Code Maintenance

  1. Sage 100 Overview Document for Inactive Reason Code Maintenance
  2. Sage 100 File Layout for Tables and Field Document for Inactive Reason Code Maintenance
  3. Sage 100 Business Objects Interface Information Reference Document for Inactive Reason Code Maintenance

For sage 100 software product sales, support and training questions and general information about the Sage 100 software suite, contact Business Information System - a Sage 100 Authorized Partner, Sage 100 Reseller, Sage 100 Certified Consultant and Solution Provider.  Have Sage 100 Support Questions? Contact Brian Parker at BIS.

For sage 100 software product sales, support and training questions and general information about the Sage 100 software suite, contact Business Information System – a Sage 100 Authorized Partner, Sage 100 Reseller, Sage 100 Certified Consultant and Solution Provider.

Thank you for visiting the Sage 100 Common Information Main Menu page at BIS on bisnets.net

  • Regards,
  • Brian Parker
  • Business Information Systems Inc.
  • call: (858) 449-5947
  • e-mail: bparker@bisnets.net

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