MISys Manufacturing 5.0 Integration with Sage Peachtree FAQ
Updated 5/17/2010
 What versions of Sage Peachtree is MISys Manufacturing compatible with?
MISys Manufacturing 5.0 is compatible with all editions of Sage Peachtree Accounting as well as Sage Peachtree Quantum 2009, 2010, 2011 and 2012.
How does MISys Manufacturing integrate with Peachtree?
MISys Manufacturing uses the Peachtree SDK/API provide by Sage for direct interaction between the two
products.
Does Peachtree have to be on the same computer that MISys Manufacturing is installed and running on?
A copy of Peachtree must be installed and have a valid license on the same computer that
any MISys Manufacturing client being used to perform Peachtree integration operations is installed on and
running from. Peachtree does not have to be installed on the MISys Manufacturing Server
computer unless the Client and Server are on the same PC.
Does MISys Manufacturing consume additional Peachtree user licenses?
The MISys Manufacturing interface to Peachtree requires that Peachtree be running and a user logged into
Peachtree. MISys Manufacturing then utilizes this logged in user. When MISys Manufacturing reads or updates Peachtree
data, this copy of Peachtree will be unresponsive for the user, but can be used as normal
when MISys Manufacturing is not doing the read or update.
How do General Ledger Accounts map between MISys Manufacturing and Peachtree?
In order for Sales Transfers and Period End to keep proper accounting in Peachtree, all
MISys Manufacturing GL Accounts referenced in any MISys Manufacturing Account Set must exist in Peachtree (they
must have exactly the same name and number). The default set of GL Accounts that
MISys Manufacturing creates with any new company database are designed to be compatible with
Peachtree – they either correspond to standard Peachtree GL Accounts or are noninterfering
(aren’t normally created by Peachtree). MISys Manufacturing provides a facility to check and
automatically create any needed GL Accounts in Peachtree.
Does MISys Manufacturing support multi-segmented accounts in Peachtree?
Account numbers in MISys Manufacturing must match account numbers in Peachtree. MISys Manufacturing itself doesn’t
do anything specific for segments in an Account number; MISys Manufacturing supports up to 45
characters for an account number and does not care how the numbers are used for
segmenting (sub-accounts). As long as the Control Accounts map to the correct account
numbers in Peachtree, all MISys Manufacturing/Peachtree integration functionality will work properly.
How do Peachtree Inventory Items map to MISys Manufacturing Inventory Items?
MISys Manufacturing Inventory Items (referred to as Mfg Inventory items), including both parts and
assembled items, can be mapped to Peachtree Inventory Items (referred to as Sales
Inventory Items), including both Stock Items and Assemblies. The item names do not
have to have the same name. MISys Manufacturing can create this mapping by either Importing one or
more Peachtree Items into MISys Manufacturing, exporting one or more MISys Manufacturing Items into Peachtree, or by
mapping MISys Manufacturing Items to existing Peachtree items. For importing and exporting, MISys Manufacturing
requires the user to select a template item (in Peachtree for exporting or in MISys Manufacturing for
importing) which facilitates setting standard item properties such as reorder levels,
accounts to use, parent item, etc. when new items are created.
How do I transfer finished manufactured items from MISys Manufacturing to Peachtree?
There are several facilities within MISys Manufacturing that allow automated transfer of completed
manufactured items to the Peachtree Sales Inventory. You can use MISys Manufacturing’s ‘Replenish
Sales Inventory’ function to automatically detect shortages in Peachtree based on either
Peachtree ‘Reorder’ or ‘Bring to Zero’ (if Peachtree on hand is negative) levels for one or
more items and transfer them from MISys Manufacturing to Peachtree. You can also use MISys Manufacturing Direct
Stock Sales Transfers to transfer user specified quantities of a MISys Manufacturing Mfg Inventory Item
(including part types or assembled types) to Peachtree Sales Inventory. A third way is to
use the ‘Transfer to Sales’ function for a MISys Manufacturing Work Order to automatically transfer the
Work Order’s completed assemblies.
All of the above transfers to Peachtree work in the same way from an accounting
perspective. They all create a single Inventory Adjustment transaction in Peachtree to
increase or decease the inventory levels in Peachtree depending on if it’s a transfer to or
from Sales. This transaction increases the asset accounts in Peachtree for the
corresponding Peachtree sales items. The ‘Sales Transfer Control’ control account ends
up with credit equal to total amount of bill.
Note that the Inventory Adjustment used for the transfer sets the Item Cost in Peachtree
for the adjustment. Peachtree will adjust its running costing (average, etc.) information
based on its own rules for using the transaction item cost.
A subsequent Period End balances the accounts by debiting the ‘Sales Transfer Control’
control account.
Can I create MISys Manufacturing Work Orders from Peachtree Sales Orders?
You can use MISys Manufacturing’s ‘Process Sales Orders’ facility to create linked MISys Manufacturing Production
Work Orders automatically for any user specified range of Sales Order dates.
Can I transfer MISys Manufacturing Manufactured Items to Peachtree based on Peachtree On Order
levels?
If you don’t need to link Sales Orders to Work Orders, or you just need to build to order without linking to a specific Sales order, you can use MISys Manufacturing’s ‘Replenish Sales Inventory’ function to automatically detect shortages in Peachtree based on Peachtree ‘On Order’ levels for one or more items.
How do I coordinate MISys Manufacturing Purchase Order transactions (e.g. item receipts) with invoicing
in Peachtree?
To facilitate common vendor/supplier information, MISys Manufacturing can import Vendors from Peachtree as MISys Manufacturing suppliers.
When you do a PO item receipt in MISys Manufacturing, MISys Manufacturing creates Period End sub-ledger records that refer to the PO Number and Supplier name to facilitate coordination with invoices entered in Peachtree. Specifically, the MISys Manufacturing a sub-ledger entry for a PO receipt charges the associated cost for the item on the PO and the variance to the standard cost in general- ledger accounts as determined in the interface configuration. Received items costs are tallied in the ‘PO Liability’ control account, which by default is set to Account No. 2016 ‘Mfg PO Liability’. The price variance is tallied in the ‘Purchase Price Variance’ control account, which by default is set to Account No. 5416 ‘Mfg Purchase Price Variance’. The sum of these debits are offset by a credit to the ‘PO Receipt’ control account, which is by default set to Account No. 2014 ‘Mfg Accounts Payable’. Any of these control accounts can be set to a different account depending on the style of use in Peachtree.
MISys Manufacturing also provides the capability to Invoice against a PO Receipt. When you perform a PO Invoice operation in MISys Manufacturing, a Purchase Inventory Receipt is automatically created in Peachtree with the payee set to the correct Vendor for the PO. Expense lines are used, rather than Inventory Item lines, since the Item No. on the Purchase Order need not exist in the Peachtree Sales Inventory. If the MISys Manufacturing Supplier does not exist in Peachtree, you can set MISys Manufacturing to automatically create a corresponding Vendor in Peachtree before the Purchase Inventory Receipt is created. MISys Manufacturing credits the standard Accounts Payable account in Peachtree for the Bill which is offset by a debit to the ‘PO Receipt’ control account. MISys Manufacturing also allows adding a reference on the Purchase Inventory Receipt created for an Invoice; it can be set to refer either to the PO No. in MISys Manufacturing or the actual Invoice No.
Note that after performing both a PO Invoice and then a Period End, the ‘PO Receipt’ account will have been zeroed.
Can I track manufacturing activities by Jobs in Peachtree?
Yes. When a user performs a Period End in MISys Manufacturing, and has ledger entries that refer to
MISys Manufacturing jobs, MISys Manufacturing automatically creates an associated Peachtree Job for each MISys Manufacturing Job and
references that Job in the sub-ledger entry MISys Manufacturing creates in Peachtree.
Reading Peachtree Sales Order and Sales Invoices seems slow, can I do anything about
this?
Yes. Due to limitations of the Sage Peachtree API, the Peachtree integration with MISys Manufacturing when reading Sales Orders and related Sales Invoices can take a significant amount of time. To improve the performance, make sure you limit dates to just the range you need to see. For example, on the Process Sales Orders screen, set the “Retrieve Orders From/To” fields to the smallest range that is appropriate for your sales orders. When creating a Master Production Schedule using Sales Orders or Sales Quotes, select “Exclude Sales Orders/Quotes Before” and set a reasonable date for this value. Sage has made some improvement to the Peachtree API and Peachtree 2010 and later is much faster at reading Sales Orders and Invoices than Peachtree 2009.
Can I coordinate Serial/Lot Tracking information with Peachtree?
Yes, the MISys Manufacturing to Peachtree integration supports the transfer of Serial Tracking information for Items to Peachtree. Lot Tracking is not supported in Peachtree, however. Lot numbers are tracked in MISys Manufacturing (if enabled) but the information is not transferred to Peachtree when the Item is transferred.
How is Decimal Precision Handled Between the Two Systems?
MISys Manufacturing always keeps all quantity and cost values internally as full 6 decimal precision numbers. The display precision in the MISys Manufacturing company options only controls how the value is displayed to the user, the full precision is used for all calculations within MISys Manufacturing. The settings for Peachtree Decimal precision in the MISys Manufacturing company options accounting tab controls the decimal precision used by MISys Manufacturing when rounding all quantity and cost values, as well as computed totals, before adding sub-ledger entries to Peachtree Accounting by a Period End or the quantity and unit cost values passed to Peachtree Accounting when creating PO invoices. Note that the total for any PO invoice line is computed by Peachtree Accounting based on the quantity and unit cost values and applies rounding per its own rules. For the most accurate results, you should make the decimal precision settings for the Peachtree Accounting integration identical to the equivalent settings in Peachtree Accounting itself. |
