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Sage 300 ERP 2012
Emerging Trends: The Road Ahead
Jamie Kandola, Product Manager
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The Road Ahead
Connected Services
The Road Ahead
User Experience
Integrations
Functionality
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Top ideas from www.Sage300ERP.com\feedback
Voted by Customers
Enhancements
Functionality Enhancements
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User Experience
Visual Process Flows
Table Line ShadingTable Line Shading
Improved Finder
Documentation
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Sage Visual Process Flows
User Experience
User Experience
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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
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Visual Process Flows can be
customized for specific user roles or
customized processes
User Experience
User Experience
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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
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Table rows in grids are displayed in alternating shades to
make reading information easier
Table Line Shading
User Experience
User Experience
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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
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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
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Functionality
Operational Data Inquiry
Order Entry Improvements
Reverse GL BatchesReverse GL Batches
Multi-company License
Sage Advisor Update
Crystal Reports
Platforms
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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
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Order Entry Improvements
Functionality Enhancements
Functionality Enhancements
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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
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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
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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
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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.
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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
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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
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Integrations
Sage CRM
Sage Intelligence Reporting
Sage Payroll
Sage Budgeting & Planning
Sage Fixed Assets
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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
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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
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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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Join the BI Community
http://community.alchemex.com/
Register for FREE webcasts
www.alchemex.com/Webinars.aspx
Sage Intelligence Resources
Intelligence Reporting
Sign up for Sage Intelligence and Excel Tips & Tricks
www.alchemex.com/SubscribeNewsletters.aspx
Integrations –Intelligence Reporting
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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
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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
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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
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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 -
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Connected Services
Sage Payments
Sage Shipping by SmartLincSmartLinc
Sage Sales Tax by Avalara
Sage Alerts by Vineyardsoft
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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
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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
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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
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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
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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
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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
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Business. Anywhere. Anytime. Made possible by Sage.
Video
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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
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www.Sage300ERP.com/2012release
Presenter Contact Information:
Jamie Kandola
Questions & Contact