asyma e3 2012 - sage 300 erp 2012 - emerging trends - jamie kandola

Sage 300 ERP 2012

Emerging Trends: The Road Ahead

Jamie Kandola, Product Manager

The Road Ahead

Connected Services

The Road Ahead

User Experience

Integrations

Functionality

Top ideas from www.Sage300ERP.com\feedback

Voted by Customers

Enhancements

Functionality Enhancements

User Experience

Visual Process Flows

Table Line ShadingTable Line Shading

Improved Finder

Documentation

Sage Visual Process Flows

User Experience

User Experience

Visual Process Flows provide users

with a graphical, job-oriented user

interface that gives a clear view of the

task they need to accomplish and

drive them through the different steps

User Experience

User Experience

Processes are

displayed in a graphical

view, and a simple click on a

process milestone will call

the underlying software

function

Visual Process Flows can be

customized for specific user roles or

customized processes

User Experience

User Experience

Version 2012 will include out-of-the-box process flows

for:

GL transactions

Bank transaction and reconciliation

AR transactions

Sage Visual Process Flows

User Experience

AR transactions

AP transactions

OE transactions

IC transactions and inventory management

User Experience

Table rows in grids are displayed in alternating shades to

make reading information easier

Table Line Shading

User Experience

User Experience

With Microsoft SQL Server the Finder now uses case-

sensitive collation

For example, if you searched for records that contain "client"

records that contain "Client" or "CLIENT" will now also be

returned

Improved Finder

User Experience

User Experience

Improved Help for OE and PO – readability, usability and

accuracy

Guides are back - PDFs for OE, PO, and Payments

Help videos available in Portal Learning

Center and http://www.youtube.com/user/sage300doc

Documentation

User Experience

Center and http://www.youtube.com/user/sage300doc

New translated content - Help and Guides

User Experience

Functionality

Operational Data Inquiry

Order Entry Improvements

Reverse GL BatchesReverse GL Batches

Multi-company License

Sage Advisor Update

Crystal Reports

Platforms

Expanded Inquiry functionality to support custom queries

and smart lists on your operational data, including:

Operational Data Inquiry

Functionality Enhancements

Inventory

Items/History

Orders/Sales History

Purchase Order

Transactions/History

Functionality Enhancements

Order Entry Improvements

Functionality Enhancements

Functionality Enhancements

Know who created the order – “Entered By” field

Understand why an order is on hold – “On Hold Reason”

field

Track shipping information more easily

“Deliver By” date field added

Order Entry Improvements

Functionality Enhancements

“Deliver By” date field added

“Ship Via”, description, and “Tracking No“ fields moved to

Order Tab

Create a PO directly from OE

Create a copy of the current Order

Print an OE Invoice directly from AR Inquiry

Functionality Enhancements

If you find any errors while reviewing the report content,

you can now quickly reverse an entire General Ledger

Batch with a new option in Batch Entry, rather than just

one entry

Reverse GL Batches

Functionality Enhancements

Functionality Enhancements

Lower your total cost of ownership with Version 2012,

when multiple companies are accessed within Sage 300

ERP on the same computer by the same user, only one

user license (Lanpak) is used, versus one license per

company opened

Multi-company License

Functionality Enhancements

Functionality Enhancements

Sage Advisor Update

Functionality Enhancements

Functionality Enhancements

View available

updates

Schedule When

to Check for

Updates

Easily Download

Fixes and

Updates

Note:

Installing updates can affect customizations or integrated products. If

you have questions about how installing an available update may

affect your software, contact your Sage certified solution provider.

Microsoft

– Windows 8

– Office 2013

– Small Business Server 2011

Databases

New Supported Platforms

Platform

s

Databases

– Microsoft SQL Server 2012

– Pervasive 11.2

Virtualization Platforms

– Microsoft Hyper-V

Crystal Reports 2011 (Runtime engine)

Platform

s

IC Inventory Worksheet – Exclude inactive inventory

items

IC Inventory Reconciliation Report –Exclude inactive

inventory items

GL Chart of Accounts Reports - Exclude Inactive

Report Enhancements

Crystal Reports

GL Chart of Accounts Reports - Exclude Inactive

Accounts

GL Transactions Listing Report - Filter by Range of

Fiscal Years on (in Product Update)

Integrations -Crystal

Integrations

Sage CRM

Sage Intelligence Reporting

Sage Payroll

Sage Budgeting & Planning

Sage Fixed Assets

Multi-browser support

Mail Merge

Document Filing

Sage CRM for Tablet

Sage CRM v7.1 SP2 Functionality

Integrations -Sage CRM

Sales Commission Splitting

Ability to split commissions when creating an order in Sage

CRM

Integrations

New Designer Add-In

Easier to use

Better performance – in-memory processing

New Report Templates

Sage Intelligence Reporting

Intelligence Reporting

Report Distribution

Reporting Trees

Integrations –Intelligence Reporting

Increased Performance

With New Report Designer Add-In

Faster!

2GB Database

2 Fiscal Years

2GB Database

11 Fiscal Years

5600 Accounts

Intelligence Reporting

2 Fiscal Years

2700 Accounts

35061 Budget Balances

6.5 Minutes to Run

5600 Accounts

117000 Budget Balances

42 Seconds to Run

2.5GB Database

2 Fiscal Years

10281 Accounts

25 Minutes

2.5GB Database

10 Fiscal Years

46580 Accounts

1 Minute to Run

Integrations –Intelligence Reporting

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Intelligence Reporting

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Integrations –Intelligence Reporting

Sage Source

Calculate garnishments on wages

Child support payments with support of electronic payments

Report updates

Payroll

Payroll

Coming in a

Product Update

Report updates

Employee earning distribution – spilt employee earnings between several GL accounts

Workers compensation included as a regular tax - now calculated during payroll processing

And moreI.

Payroll

Included with new Payroll

Employee self-service web portal

to access

Pay Stubs

Company announcements

Sage Source

Payroll

Coming in a

Product Update

Company announcements

Payroll

Shorter planning cycles through collaborative budgeting

and planning process

Security and access control

Web accessibility

Seamless integration with ERP data

Sage Budgeting and Planning

Budgeting and Planning

Seamless integration with ERP data

Best-of-breed functionality

Automated Consolidation

Ability to handle “Rolling Forecasts” and copy forward

Highly Configurable

Great Price/Value ratio

Integrations –Budgeting and Planning

Combined Product Families

Government/Nonprofit/Canada/

US editions in one product

Editable Notes

Attach PDF’s to Assets

Sage Fixed Assets 2013

Fixed Assets

Attach PDF’s to Assets

Sage Advisor Update Console

Integration

For a quick overview and a virtual

tour visit

www.sagefixedassets2013.com

Integrations -

Connected Services

Sage Payments

Sage Shipping by SmartLincSmartLinc

Sage Sales Tax by Avalara

Sage Alerts by Vineyardsoft

Capture pre-authorizations at the time of shipping or

invoicing

Batch capture and invoice credit card transactions

Usability enhancements including the ability to default

cardholder address

Payment Processing Module Enhancements

Sage Payments

cardholder address

Automatically ‘force’ an expired pre-authorization

Sage Payments

Multi-Carrier solution

UPS, FedEx, USPS – US and Canada

Produces carrier compliant shipping label

Updates all ship data and costs

Sage Shipping by SmartLinc

Connected Services

http://www.smartlinc.net

Updates all ship data and costs back to ERP

Tracking number

Cost of Shipment

Automatic email notification to customer

Maintains shipping history

Connected Services

Makes paying sales tax simple for

any business.

Automatically performs address

validation, sales tax jurisdiction

research, and rate calculation

Sage Sales Tax by Avalara

Connected Services

http://go.sageerpsolutions

.com/content/AccpacSageresearch, and rate calculation

Seamlessly integrated with Sage

300 ERP

Covers all sales tax jurisdictions in

US and Canada

Protect yourself from the risk of an

audit

Connected Services

SalesTax

Business Activity Monitoring

Notify staff about critical business

issues – when they occur

Identify trends or problems across

your business

Sage Alerts by Vineyardsoft

Connected Services

http://www.sageknowledgesync.com

your business

Trigger “workflow” to update your

applications, schedules intelligent

tasks, and moves information

between an organization’s

disparate software systems

Connected Services

www.Sage300ERP.com/2012release

Free “what’s new” course on SageU

For customers: http://tinyurl.com/sageU

For Partners go to: Product training > What’s New

Sage 300 ERP product blog

Learn more about Sage 300 ERP 2012

Sage 300 ERP product blog

http://sage300erpinsights.com

Sage 300 ERP documentation YouTube channel

http://www.youtube.com/user/sage300doc

SageU YouTube Channel

http://www.youtube.com/playlist?list=PL71CC436DE250DB34&feature=plcp

Q2 2013

Sage 300 ERP 2012

Product Update 1

Product Updates

5.6 & 6.0Q3 2013

Sage 300 ERP 2013

Sage 300 ERP Release Timelines

Sage 300 ERP 2012

January 2013

Q2 2013

September

Product Update 1

2012 2013

Sage 300 ERP 2012 GA

Business. Anywhere. Anytime. Made possible by Sage.

Video

1. Reduce time navigating business processes with Visual Process Flows

2. Make more informed decisions with better reports, improved Intelligence, and operational Inquiry

3. Process orders more efficiently with customer-requested enhancements in Order Entry

4. Lower your cost of accessing multiple companies by a single user

5. Access information faster with easier to read tables, an improved Finder,

Top 10 Reasons to Upgrade

5. Access information faster with easier to read tables, an improved Finder, and expanded Help

6. Save time reversing GL entries in batches

7. Stay informed about available updates and fixes with Sage Advisor Update

8. Process credit cards more easily with enhanced Payment Processing functionality

9. Get additional benefits delivered in Product Updates throughout the year

10. Ship cost-effectively and efficiently while improving delivery times with Sage Shipping

www.Sage300ERP.com/2012release

Presenter Contact Information:

Jamie Kandola

Questions & Contact

jamie.kandola@sage.com