Sage 100 Training and Tutorials: Library Master
Welcome to our comprehensive training page for Sage 100 Library Master! Whether you’re a small business owner trying to keep your finances in order, an accounting professional looking to improve your efficiency, or a new user hoping to master the complexities of this powerful software, you’ve come to the right place. Our training materials are designed to provide you with the knowledge and tools to fully leverage the capabilities of Sage 100 Library Master. From understanding basic functionalities to exploring advanced features, we aim to enhance your proficiency, streamline your operations, and elevate your financial management to new heights.
How to Copy AR, AP, and IM Masterfiles from an Existing Company to a New Company
What you can Expect to Learn:
- The utility allows for copying chart of accounts, vendors, customers, and inventory items.
- The process involves activating the modules for the new company, setting up options, and then running the utility.
- The utility requires the same settings for accounts payable divisions and accounts receivable divisions in both companies.
- Copied information includes vendor contacts, vendor memos, terms codes, salesperson information, and inventory item details.
How to use Advanced Lookups for all Modules
What you can Expect to Learn:
- ALE allows users to create custom lookups and export them to Excel.
- Custom lookups are user-specific and not tied to workstations.
- Users can also create global lookups for specific users, companies, or user groups through the Library Master user Lookup Wizard.
- ALE demonstration involved creating custom views for accounts payable vendor maintenance, balance due, accounts receivable customer maintenance, and payroll employee maintenance.
How to Make Copies of Company Data
What you can Expect to Learn:
- Creating a copy company: In Library Master Company Maintenance, select "Copy" next to the company code.
- Choose a unique company code (e.g., "Y20" for year-end close) and optional company name (e.g., "Copy of ABC as of 12/31/20").
- Carefully select source and destination companies to avoid overwriting live data, and select modules to copy.
How to Customize Sage 100 Lookups
What you can Expect to Learn:
- Customizing lookups is possible in Sage 100, with the ability to create up to 99 different lookups per person.
- The process of customizing a lookup involves choosing fields, filtering data based on criteria, and setting default search options.
- Several examples of customized lookups are given, including vendor lists, customer lists, inventory items with last sold dates and quantities, and employee lists with active status and emergency contacts.
- The customization allows users to streamline their data view and improve data analysis for various purposes.
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Resources
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