MAS 90 (Sage)

iMIS provides support to meet export requirements for MAS 90 version 3.21 or greater. This support is in place in iMIS LAN version 3.52 or greater and iMIS version 4.11 or greater.

To set up iMIS for MAS 90

This document provides some implementation setup steps for integrating iMIS with MAS 90. It also includes the instructions for importing the iMIS export/import files into MAS 90.

On the MAS 90 side, follow the steps outlined in MAS 90 Data Exchange Setup.

  1. From AR/Cash, select Set up module, and click G/L Interface to open the AR/Cash General Ledger Interface window.
  2. Click Edit.
  3. From the GL interface type drop-down list, select MAS 90 Exchange. Note that the MAS 90 choice remains for those users who have not upgraded from older versions of MAS 90.
  4. You may also need to modify the Output file path/name to dictate the naming and placement of the output file. The Output file path/name you enter in iMIS AR/Cash GL Interface should agree with the path and file name that you enter for your Import Transactions in the MAS 90 General Ledger module. MAS 90 requires a single detail transaction file only; iMIS correctly exports as the filename specified above.
  5. Click Save.

To set up MAS 90

The following instructions were established with the assumption that MAS 90 version 3.21 has been fully installed/upgraded and is functioning properly. The General Ledger module must be installed before the following steps can be performed. Refer to your MAS 90 Installation Guide if you need assistance installing MAS 90.

Note: Be sure to enter your new or revised General Ledger module registration keys at the appropriate point during the MAS 90 install or upgrade. These keys make it possible for you to access the General Ledger module (which contains the Import Transactions feature) after it is properly installed.

Follow these steps to set up the MAS 90 Data Exchange to import a comma-delimited detail transaction line file into MAS 90.

  1. Launch MAS 90. The main window opens.
  2. Create a Source Journal (or use an existing one) for importing transactions. In the pane on the left, select Modules > General Ledger > Setup. Double click Source Journal Maintenance in the pane on the right. The Source Journal Maintenance window opens.
  3. Create a Source Journal with the following settings:
    • Source Journal = IM
    • Description = Import GL Transactions, or whatever is appropriate for your setup.
    • Journal Type = Financial
    • Next Register Number = Use the defaults or whatever is appropriate for your setup.
    • Next Journal Entry Number = Use the defaults or whatever is appropriate for your setup.
  4. Click Accept.
  5. Click X to close the Source Journal Maintenance window.

To import data into MAS 90

  1. Open the Data Exchange area in the General Ledger module. In the pane on the left, select Module > General Ledger > Xchange.

  2. Double-click on Import Transactions in the pane on the right to display the Import Transactions window.

  3. Enter the following settings:
    • Import File Name = The default location where MAS 90 looks for import files is <root>:\MAS90\Home, but you can customize the Import File Name setting to a path and filename that is appropriate for your system. In this example, we use C:\TMP\GLINTDEMO.TXT to correspond to the setting for Output file path/name in iMIS AR/Cash GL Interface.
    • Import File Type = Delimited
    • Starting Date = N/A
    • Ending Date = N/A
    • Source Journal = IM

    Note: You must have already created a Source Journal listing of IM before you enter this setting for your import operation. See MAS 90 Data Exchange setup.

  4. Click Proceed.
  5. When a message box reporting the number of records imported prompts you to print the import log, click Yes. The GL Import Log window opens.

  6. Click Preview and view the results to determine the possible cause for transactions that were not imported successfully.

  7. Review the results as necessary and print the output as necessary with the printer icon button in the lower right portion of the window.
  8. Click X to close the window.