Slide#: 1© GPS Financial Services 2008-2009Revised 04/04/2009 Cougar Mountain Software Professional Version Cms 2 YE Closing+ tm Preparation & Closing.

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Cougar Mountain Software Professional Version
Cougar Mountain Software Professional Version
Presentation transcript:

Slide#: 1© GPS Financial Services Revised 04/04/2009 Cougar Mountain Software Professional Version Cms 2 YE Closing+ tm Preparation & Closing Inventory Module

Slide#: 2© GPS Financial Services Revised 04/04/2009 Product & Bundle Pricing >> Highest Product full price << Single Bundled  cms2AR FixCodesChg cms2AR FixMissingInfo $ 111$ 56  cms2AR AutoCreditHold$ 350$ 175  cms2AR AreaCodeFix or Add Fax #’s or Add SIC$ 350$ 175  cms2AR CopyCustomers-Prospects $ 350$ 175  cms2SH ShippingNotifications $ 155$ 74  cms2EX Excel$ 199$ 99  cms2EM $ 89$ 44  cms2AR IntegrityVer$ 350$ 175  cms2AR PhoneCheck/Fax$ 88$ 44  cms2AR PwrEntry$ 350$ 175  cms2UF LookupEnh+ or cms2UF UDF $100$ 50  cms2EM PDFblaster+Call $$$ A Little Advertising

Slide#: 3© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation  If possible, make returns to vendors for substandard inventory and overstocks.  Review and dispose of any obsolete or slow moving inventory. Preparing for Year End - Operational

Slide#: 4© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation  The first step to prepare for the year end is to go into the Inventory Module in order to post or clear all transactions for the year just completed.  The next step is to identify and fix any items with erroneous negative quantities.  Inventory costing problems need to be handled, especially erroneous zero values. Reports should also be reviewed for costing problems. If you have kitted items, be careful on unit of measure differences as they may need to be re-cost one at a time. Preparing for Year End

Slide#: 5© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation  Physical inventory adjustments can be major due to quantity shortages and even more to costing problems. The biggest problem is zero costing errors.  Inventory implications for year end processing in General Ledger are minimal. The Variance Amounts command in the “Period End” menu clears the variance accumulators. This option only applies to those using Standard Cost as their valuation method. Preparing for Year End - Physical Inventory

Slide#: 6© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation Preparing for Year End

Slide#: 7© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation  Period-end processing consists of printing reports that disclose or analyze the results of operations in the period that just ended. It then wipes the slate clean to start gathering information in the new period.  If you have been running CMS for years and you rely on the “available for sale quantities”, you should check whether you need cms2IN FixQty-swo. This will help to recalculate the OE on order, back order, and PO on order quantities.  Print all reports and back up your data files before you purge. If you have a PDF writer like PDF Blaster or cms2 , it is recommended that you store a copy on the hard disk. Preparing for Year End

Slide#: 8© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation  In normal business operations, fiscal periods usually overlap a day or two.  You do not need to halt operations at the end of a period to perform period-end processing. Simply continue to enter and post transactions in the new period, making sure that you have the correct transaction date entered. Your computer will post them in the next period accumulator. Note Although you do not have to halt operations at the end of a period to perform period-end tasks, it is important that you print time-sensitive reports before you post in a new period. (ex. the Control Report) Preparing for Year End

Slide#: 9© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation Period End in Inventory serves two functions:  It resets variance accumulators to zero if you are using the Standard Cost Method of Inventory Valuation.  It purges Inventory History up to a date specified by the user. Preparing for Year End

Slide#: 10© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Y.E. Preparation  If you use the Standard Cost of Valuation Method; variance accumulators associated with the Inventory Codes keep track of the variance between standard and actual costs. The decision to purge variance amounts is entirely up to you.  To purge variance amounts: 1. Select Variance Amounts from the “Period End” menu. 2. Then select “OK” to clear variance accumulators in Period End. Variance Amounts

Slide#: 11© GPS Financial Services Revised 04/04/2009 cms 2 YE Closing+ tm Module - Y.E. Preparation DescriptionPreparationClosing Stock Value Report-CondencedOFCOFC, CPA Price BookOFC Back OrderOFC MovementOFC Monthly MovementOFC ContolOFC Reports - Cougar Mtn Standard Reports With Creating a Prior Year Company

Slide#: 12© GPS Financial Services Revised 04/04/2009 cms 2 YE Closing+ tm Module - Y.E. Preparation DescriptionPreparationClosing Reports - Cougar Mtn Standard Reports Without Creating a Prior Year Company

Slide#: 13© GPS Financial Services Revised 04/04/2009 cms 2 YE Closing+ tm Module - Y.E. Preparation Reports - CMS to the MAX Enhanced Reports DescriptionPreparationClosing

Slide#: 14© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Closing Warning BACK UP YOUR DATA BEFORE PURGING. Once you have purged this information, there is no way to retrieve it without a backup or changing to the prior year company code. You may also want to print a Stock Value Report, Stock Movement Report, and an Inventory History Report before purging so that you have a hard copy of the information. If a backup is made, it is suggested to put it in a special location, such as \YE-IN-2008 so that it won’t get overwritten. The best technique to do this, is to copy the “IN” files only from your ongoing company to your prior year company (ex. Y08) manually or by using our product (cms2SY CopyModule) that lets you copy one module from one company code to another. Backing up or Copying Files (optional but highly recommended)

Slide#: 15© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Closing  Purge History removes unwanted transactions from the history file that have a transaction date older than the purge date you specify.  The decision to purge transactions is entirely up to you.  You may want to purge to reduce the amount of computer hard disk space occupied by Inventory data files, or to speed up processing time when sorting or printing the Inventory History. Purge History (optional but not recommended)

Slide#: 16© GPS Financial Services Revised 04/04/2009 Cms 2 YE Closing+ tm Inventory Module - Closing To purge Inventory History, do the following: 1. Select Purge History from the “Period End” menu. 2. Enter the date up to which you wish to purge transactions. 3. Select “OK” to process or choose “Cancel” to exit without processing. 01/01/2008 or later up to 09/30/08 Purge History (optional but not recommended)

Slide#: 17© GPS Financial Services Revised 04/04/2009 cms 2 YE Closing+ tm All Modules - Post Closing Post Closing  Inventory costing problems need to be handled, especially erroneous zero values. Reports should also be reviewed for costing problems. If you have kitted items, be careful on unit of measure differences as they may need to be re-cost one at a time  As protection before re-indexing, backup your files using the default directory.  Re-index files even though they don’t appear on most screens. Some purged items remain in the files until they are re-indexed.  Consider changing server, workstation & Cougar passwords.

Slide#: 18© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ by CMS to the MAX

Slide#: 19© GPS Financial Services Revised 04/04/2009  This product should require no troubleshooting. Its beautiful in its simplicity.  Re-indexing is almost always a first step  If a record locking error occurs, use UTICMS to delete any blank records  If problems still exist, use dbFix & FileFix to rebuild the file  If the problem remains, it might be desirable to use UTICMS to zap the file and recreate. cms 2 XX XX ™ Troubleshooting

Slide#: 20© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ by CMS to the MAX

Slide#: 21© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ Upgrades, Service Packs & Smart Patches  This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility  If a custom report was installed, it will need to be reloaded

Slide#: 22© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ by CMS to the MAX

Slide#: 23© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ Technical Information

Slide#: 24© GPS Financial Services Revised 04/04/2009 The pricing on future enhancements is not known at this time cms 2 XX XX ™ by CMS to the MAX

Slide#: 25© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ Future Plans  Pending

Slide#: 26© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ by CMS to the MAX

Slide#: 27© GPS Financial Services Revised 04/04/2009 How Can I Get the CMStotheMax ™ Products? You can get this product from your favorite Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax us at:

Slide#: 28© GPS Financial Services Revised 04/04/2009 CMS to the MAX & Cougar-Magic

Slide#: 29© GPS Financial Services Revised 04/04/2009  cms 2 EM ™  cms 2 EX Excel ™  cms 2 EM PDFblaster ™  cms 2 AR PowerEntry+ ™  cms 2 AR AutoCreditHold ™  cms 2 SY Lookup-Enh ™  cms 2 OE Collection-Notes ™  cms 2 AR PastDueNotices tm  cms 2 CM Collections ™  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 RAR AreaCodeFix ™  cms 2 OE Unpost ™  cms 2 R&R LearnCD tm  cms 2 SH UPS/Fedex/more ™  cms 2 SH ShippingAcknow ™  cms 2 CT ContactMgt ™  Cougar-Magic ™  cms 2 SY UDF ™ Top Sellers & New Products

Slide#: 30© GPS Financial Services Revised 04/04/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & /Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

Slide#: 31© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ by CMS to the MAX

Slide#: 32© GPS Financial Services Revised 04/04/2009

Slide#: 33© GPS Financial Services Revised 04/04/2009 Enhanced & Custom Reports Pricing Normal Enhanced Report  Single Normal Enhanced Report$ 55  All normal enhanced reports in a module$100  All normal enhanced reports, report tab only all modules$188  All normal enhanced reports for all modules$288 Premium Enhanced Reports  Comparative Sales & Profits (2 period or 3 periods)$110  Customers with no purchases in a date range$ 55  Past Due Invoices in a date range$110

Slide#: 34© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ Enhanced Reports  Pending

Slide#: 35© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ by CMS to the MAX

Slide#: 36© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ Examples  Pending

Slide#: 37© GPS Financial Services Revised 04/04/2009 cms2XX XX ™ by CMS to the MAX

Slide#: 38© GPS Financial Services Revised 04/04/2009 cms 2 XX XX ™ Tips & Tricks  Pending