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CitySoft Newsletter Sage300&CRM#1.1
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> CSC News
CitySoft Asia to roll out Sage X3 across South East Asia
Matthew Wilson NSW
> Sage 300 Product News
1.Receive 300c as part of your Sage 300 software assurance
2. What's new in Sage 300 2016
> Sage CRM Product News
Sage CRM 7.3 SP2 Release Notes
> Sage CRM Product Tips
Updating onscreen coaching
> Sage 300 Product Tips
- How to create a drop down list using Dynamic Data Validation
- Chart of accounts icon
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Dear <<First Name>>
Welcome to CitySoft's first edition of our new newsletter dedicated to Sage 300 and Sage CRM clients.
Every month we shall be highlighting product news, product updates and new features, as well as CitySoft's latest news.
Product Tips and Tricks will be featured to help you get the most out of Sage 300 and Sage CRM.
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CSC News
CitySoft Asia to roll out Sage X3 across South East Asia
ITS Holdings division, Interscience chooses Sage X3 for seven country roll out with project delivery for over 300 users.
Interscience, a business division under the ITS Group, with offices in Malaysia, Singapore, Vietnam, Myanmar, the Philippines, Thailand, and Indonesia, selected Sage X3 as their new advanced business management solution. Interscience, a regional leader in scientific & medical instruments, hospital infrastructure and turnkey solutions for laboratory fitout, will use Sage X3 to drive sales, manage equipment servicing and manufacturing activities. The feature rich multi-legislation, multi ledger functionality of Sage X3 will enhance and improve productivity across the technical, accounting and reporting complexities groups face when operating across multiple offices and multiple countries.
ITS Group is highly regarded throughout Asia as an industry leader with more than 30 years of experience in providing a comprehensive range of instruments and solutions in the scientific and medical industry. Sage X3 will assist ITS Group maintain and grow their leadership position through the use of modern flexible and mobile business software technology.
The seven country roll out is based on deploying Sage X3 PU 9 with a Microsoft SQL back-end on a Microsoft Windows platform and the use of Nectari (Sage Enterprise Intelligence) BI software for advanced financial and operational reporting and analysis.
Sage and CitySoft also provided ITS Group with an innovative hosted technology platform that accentuates the business advantages of using Web native Sage X3 software whilst also providing a cost effective fall-back position should any office experience Internet connectivity issues.
For Sage ASIA and CitySoft the ITS Group purchase of Sage X3 licensing and services represents a major advance in bringing Sage X3 to the region. It is: -
- The First subscription deal for Sage Asia
- The First Sage X3 five year subscription deal
- The First Sage X3 sale in South East Asia over 100 seats
- The First Sage South East Asian X3 multi-country deal sold out of Malaysia (7 countries)
- Sage ASIA & CitySoft Asia first collaborative sale between Partner and Vendor
Sara Lua Vice President, Sage X3 ASIA said “The sale will see Sage X3, Sage ASIA and CitySoft gain further traction in Asia” I would like to thank CitySoft for brilliant presales, service provisioning and commitment to invest in Asia.”
CitySoft Director Ian Hill said “CitySoft’s highly experienced Sage X3 team has the product knowledge and mid-market project management skills to successfully deliver this seven country project. We have already commenced mobilizing our resources for the project and will have full time Sage X3 functional consultants on the ground in Kuala Lumpur during the June July period working on the Interscience project. This is a fantastic project that demonstrates the adaptability, functional depth and technical superiority of Sage X3 for mid-sized enterprises”.
New Boss for NSW Office
CitySoft welcomes back Matthew Wilson who has re-joined CitySoft, to provide our NSW clients Account Management Services, and to grow the NSW business with new Sage X3 and SAP Business One projects.
Sage 300 product Tips
Chart Of Accounts Icon
Did you know that the 'Chart of Accounts' icon in Sage 300 provides access to several functions without having to click on individual icons?
This provides for a powerful dashboard into a number of General Ledger screens.
Go to:
General Ledger module > G/L Accounts > Chart of Accounts icon
Double click to open.
Select or input the GL starting account you wish to review, then the Period Ending to review
Click on the double arrow >> next to the Period Ending field.
Chart of Account information appears, including the period's YTD functional balance for each account.
The bottom of the window contains 5 short-cut buttons to review the selected account.
Open...
Takes you to the account's GL Account Setup screen.
Transactions..
Opens the GL Account Transaction History details and gives the ability to drill back to the source document for reviewing.
Comparison..
Reveals the GL Fiscal Set Comparison which lets you view a number of comparisons such as the GL Account Actual period balance vs the Budget amount.
Budget..
Accesses the GL Budget Maintenance window, allowing you to prepare or edit budget amounts.
History..
Shows the GL Account History Inquiry with the different period end balances for the fiscal year. You can double click on a period and drill to the Transaction history, then drill to the source document.
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Sage 300 News
1. Receive 300c as part of your software assurance
Clients current on Sage's software assurance plan are entitled to receive 300c as part of their software assurance.
Sage 300c offers a modern user interface and new web screens accessible from inside or outside the office from your desk, laptop, mac or tablet.
Click images to enlarge
2. Sage 300 2016 - What's new!
Easier posting, reporting and bank reconciliation
Sage CRM Product News
Sage CRM 7.3 Release Notes
Some of the highlights
- Lite Outlook integration
- Disable updates with Exchange integration
- Support for the latest Microsoft Technologies and Citrix XenApp 7
Sage CRM Product Tips
Updating Onscreen Coaching
One of the easiest ways to help your users learn and adopt new processes for using Sage CRM is to take advantage of the onscreen coaching facility. You can also create coaching tips for newly created system entities.
You need to allow coaching in the system level in:
Administration > System > System Settings
and enable it in each user's preferences.
 Click image to enlarge
Go to:
Administration > Customisation > Translations
Enable the inline coaching captions editing tickbox.
Then, find an example of the coaching text you wish to change
eg Find an opportunity and then click on the Add/Edit Coaching Text Hyperlink.
You can create new or edit existing text, or re-use the existing text against a different screen.
Make your changes and then click on the Save button to apply for all users.
NOTE: CitySoft recommend all Sage CRM Tips be fully tested on your system prior to using them in production.
Sage 300 Product Tips
How to create a drop down list using Dynamic Data Validation
A data validation list is an excellent feature that helps you quickly correct information into a data range.
Let's say you are entering departments, wouldn't you rather select the names from a drop down list instead of typing?
A Dynamic Data Validation list is a better option.
With a dynamic list, as you edit/update the source data, the validation list will display the new data. For example, if you add more departments to your source data, the validation list will reflect the current data. Therefore, you do not have to edit the data validation list.
To create a dynamic data validation list we shall use tables, named ranges and data validation.
1. Start by creating a table
a. Select the data range K1:K5
b. Select the Insert tab
c. Select Table
d. Click OK and ensure my data has the headers option ticked
2. Then create a defined name
a. select the data range K2:K5
b. Place the cursor in the name box
c. Type Dept and press enter
3. To create a dynamic data validation list
a. Select the data range C2:C11
b. Select the Data tab, then Data Validation
c. Select List under the Settings tab
d. Under source press F3 and select Dept.
e. Select OK
f. A dynamic data validation list will be created
 
g. Place the cursor in cell K6 and type Marketing.
h. Press Enter and type Development.
i. Press Enter.
j. Click cell C2 and select the drop down arrow. The new departments have been added to the list.
You can now quickly select the appropriate departments from a drop down list instead of typing them out each time.
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