sage mas erp what’s new in sage mas 500 v7.3 kevin karle senior solution consultant february 18,...
TRANSCRIPT
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Sage MAS ERP
What’s New in Sage MAS 500 v7.3
Kevin KarleSenior Solution Consultant
February 18, 2011
Save time. Do more. Grow faster.
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Sage MAS ERP
Credit Card Processing
New Module
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CCP Overview
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Value Proposition – Credit Card
• Shorten the cash conversion process and improve cash flow– Simplify the order to cash process – Accept down payments– Capture funds during shipping – Stop shipments for failed credit cards– Reauthorize partial shipments– Quickly and easily process payment receipts– Decrease days sales outstanding – Reduce write offs– Open your business to new customers
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Value Proposition (continued)
• Free to customers using Sage Payment Solutions or PSG Credit Card Processing
• Reduce transaction fees– Authorize transactions– Perform address verification– Capture Level I and Level II transactions– Require card security codes
• Reduce data entry and keying errors– Securely store credit card information for
reuse– Use check digit validation
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Value Proposition (continued)
• Save time– Access pre-defined card information– See all transactions processed for a customer– Reduce collection efforts
• Ensure security– Comply with PCI standards– Protect customer information with the Sage Vault– Safely process transactions behind the gateway firewall
• Improve customer service– Offer more convenient payment options– Eliminate paper checks– Streamline customer’s purchasing process
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Sage MAS ERP
Desktop
Enhancements
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Enhancement Overview• Updated Sage MAS 500 Desktop
– Familiar Outlook look and feel
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Enhancement Overview
• Updated Sage MAS 500 Desktop
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Value Proposition - Desktop• Improve ease of use
– Simplify navigation– Gain faster access to frequently used tasks– Personalize the Tasks Explorer Bar to deliver
role-centric adaptability
• Save time– Automatically update Recently Accessed Tasks
based on individual activity– Customize content for each task group
according to business needs (i.e., web page, links to documents, statement of policies, or workflow diagrams)
• Streamline current workflows– Effectively organize information for each user’s
needs
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Sage MAS ERP
Accounts Payable
Enhancements
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Enhancement Overview• Electronic payments with Automated Clearing
House (ACH)
NACHA (US) and AFT (Canada)
formats
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Enhancement Overview• Positive Pay
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Enhancement Overview
• PDF Document Transmittal– Generate and send important
vendor documents in PDF format– Increase security with documents
that cannot be edited
• Vendor Merge– Eliminate duplicate vendor records
by merging a source vendor into a target vendor
– Merge all aging and history records
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Value Proposition – AP
• Save money– Reduce costs associated with paper checks and
postage– Eliminate lost or stolen checks– Reduce late fees associated with lost checks– Reduce bank fees and administrative costs – Eliminate check fraud
• Improve vendor relations– Improve cash flow for your vendors
• Eliminate manual processes– Generate and email secure PDF documents– Automate the merge of duplicate vendor records– Improve reporting accuracy
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Sage MAS ERP
Inventory Management
Enhancements
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Enhancement Overview• Improved physical count process
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Enhancement Overview
• New Inventory Management BIE views– Pending and posted inventory transactions– Pending lots and serial number previews
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Value Proposition – Inventory
• Improve productivity– Provide a simplified method for performing
counts– Automatically set uncounted items to zero
• Reduce inventory costs – Perform counts more frequently– Reduce shrinkage– Improve auditing capabilities
• Accurately track inventory investment• Improve decision making
– Always have the information you need at your fingertips
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Sage MAS ERP
Sales Order
Enhancements
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Enhancement Overview
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Enhancement Overview
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Value Proposition – Sales Order• Improve customer service
– Quickly print invoice before committing shipment– Provide flexible credit card payment options
• Improve productivity– Leverage a more flexible and streamlined
process for sales orders– Experience improved system performance– Process commitments after hours without
impacting sales order processing– Cascade order header changes to order lines
• Improve cash flow– Accept credit card during order entry
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Sage MAS ERP
Accounts Receivable
Enhancements
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Enhancement Overview
• Invoice merge– Merge multiple shipments into a single invoice
• Customer merge– Eliminate duplicate customers by merging a source
customer into a target customer– Merge all aging and history records
• Credit card refunds– Issue refunds in Process Cash Receipts and
Process Invoices
• PDF document transmittal– Generate and send important customer documents in PDF
format– Increase security with documents that cannot be edited
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Value Proposition – AR
• Improve data accuracy– Merge duplicate records– Provide more accurate customer reporting (including aging
and history
• Improve customer service– Deliver faster access to all customer and invoice data– Support credit card refunds
• Save time– Generate customer documents as PDF automatically
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Sage MAS ERP
Business Insights Explorer
Enhancements
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Enhancement Overview• Context Menu Utility
– Customize Business Insights Explorer• Customize existing views and add new views
• Add or hide preview, drill into, analyze and manage options
• Export customizations from a test environment and import customizations to a production system
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Enhancement Overview
• Conveniently navigate your system with drill down and drill around analysis
• Optimize daily decision making by providing extensive personalization options
• View up-to-the-minute information• Easily access key tasks when you
need to take action• Integrate critical MAS 500 information
with desktop productivity tools such as Excel and Word
• Leverage new Inventory Management BIE views
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Value Proposition – BIE • Focus on the most critical information for your
business – Personalize views of key business information– Drill down and around to related data– Take action with direct access to
MAS 500 tasks
• Make effective and timely business decisions– Apply query, reporting and
statistical analysis– Assess the state of your business
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Sage MAS ERP
Performance and Scalability
Enhancements
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Enhancement Overview
v7.3 Performance Improvements Compared to v7.2
• Create and Process Sales Order – 90% more transactions per second
• Create Invoice – 100% more transactions per second• Create Purchase Order – 50% more transactions per second• Create Vouchers – 200% more transactions per second• Create Journal Entry – 60% more transactions per second• Cash Receipts Entry load and process – up to 99% faster
on large loads• Enter Sales Order and Print Invoice – approximately 75% faster• Sales Order Shipment Commit – approximately 70% faster• Manufacturing Work Order Posting – up to 95% faster on large
postings• Manufacturing Labor Transaction Posting – up to 89% faster
on large postings• Crystal Reports® – significantly improved
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Value Proposition – Performance
• Improve employee efficiency and productivity• Improve employee satisfaction• Improve customer service• Do more with fewer resources
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Demonstration
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Sage MAS ERP
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Sage MAS Intelligence
• Provides a simple and easy to use reporting solution leveraging Excel
• Delivers customizable and flexible reporting and analysis
• Replaces FRx as the financial report writer for all new financial reports
• Allows reports to be output to a specific file location, published to HTML, or emailed to recipients
• Eliminates “loose” Excel spreadsheet use by providing a user friendly and centralized interface
• Ensures a “single version of the truth” via a suite of preformatted report templates
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Warehouse Sales Office
Web Server
DataData
DataData
Data Data
Data Data
Data
Data
DataData
User Desktop
Remote Office
What is Sage MAS Intelligence?
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SMI Modules
• Report Manager– Create new reports from existing data– Sort, filter, and aggregate data– Email, schedule, and publish reports– Receive 4 Report Managers licenses in addition to each
purchased FRx Report Manager if on current a support plan
• Report Viewer– Run reports real-time with drill down capabilities– Change report parameters
– Receive licenses for each purchased FRx Drill Down Viewer
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SMI Modules
• Report Designer– Generate financial statements– Edit existing financial layouts and create new layouts
using drag and drop functionality
• Connector– Connect to an unlimited number of ODBC-compliant data
sources– Provide real-time financial and non-financial
consolidations
• Security Manager– Control access to SMI modules– Control ability to add, edit and delete reports
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Standard Reports
• Financial Reports (GAAP IS and BS)• Consolidated Financial Reports• Financial Trend Analysis• General Ledger Transaction Details• Customer Sales• Vendor Purchases• Inventory Status• Dashboard Analysis
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Report Designer• Makes financial report design simple, flexible and fast• Includes predefined financial report templates• Uses drag and drop functionality for report creation• Delivers pre-defined financial formulas with support for
new formula creation• Supports segmented chart of accounts, column-based
reporting and consolidations• Includes drill down to detailed ledger transactions• Provides “what if” analysis• Requires Excel 2007
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Connector
• Establish and maintain data links for customized reports
• Connect to any ODBC-compliant data sources• Create an unlimited number of containers• Add fields or other data to the container• Provide access to data using the Report Manager
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Report Manager
• Create, edit and manage reports• Leverage data from one or more tables and/or data
sources• Select columns• Establish filters• Define runtime parameters and default values• Use system variables to dynamically determine a
value at runtime • Link changes back to the report template
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Dashboards
• Consolidates information from multiple sources• Delivers information in a visual interface to display
performance metrics• Allows user to interact with the data (drill down)• Focuses on key trends, comparisons and exceptions• Delivers the most common application of business
intelligence
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Business Benefits
• Quickly generate financial statements and other reports from predefined templates– Deliver a rapid ROI via a suite of delivered standard
reports
• Edit and create new financial layouts using drag and drop– Leverage ease of use
• Simplify, automate and control the entire reporting process – Improve productivity
• Leverage data across your entire organization– Provide complete flexibility– Improve decision making
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Business Benefits
• Add newly created accounts with one-click refresh – Improve productivity
• Improve planning and forecasting decisions with “what if” analysis– Become proactive versus reactive
• Leverage native Excel for report presentation– Leverage existing knowledge in your organization– Eliminate manual repetitive work in Excel– Enhance report presentation
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Resourceshttp://www.sagemas.com/lp/sagemas/SMI/index.html
• Product Brochure• FAQ• Drivers of Success White Paper• Intelligence Component Comparison (FRx)• Available Training Courses from Sage University• Installation Guide and Installation Video
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Sage MAS ERP
What’s Coming in SAGE MAS 500 v7.4?
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A CLOSER LOOK
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Advanced Mfg – Step Complete
Market Problem Customers want the flexibility to use Work Order to record labor and processing costs with non-inventory items.
Solution Name Complete Work Order Step without Issuing Material
Solution Description A material issue is no longer a requirement to complete a work order step. Users can complete the step at any point in the process allowing the requested flexibility. Additionally, completing a step clears unissued quantities from the Quantity Req’d for WO in Replenishment.
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
Simplified process will increase productivity by eliminating steps and increase user satisfaction by making a common task easier to accomplish
User Persona (what persona cares)
COO, Production Manager, Shop Floor Manager
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Advanced Mfg – Return Progress / Production Entry
Market Problem Production and Progress entries are sometimes processed in error or orders get cancelled prior to completion. Reversing those entries has been problematic in prior versions.
Solution Name Reverse Progress and Production Entries
Solution Description Entries processed in error can now be reversed, reopening the associated steps for reversal and / or allowing reentry of the corrected quantity produced.
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
New tasks in version 7.4 accommodate the need to reverse entries when warranted, reversing the production posting and reopening associated steps for reversal if needed.
User Persona (what persona cares)
COO, Production Manager, Shop Floor Manager
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Advanced Mfg – Preferred Bins
Market Problem Preferred bin capabilities applied to both distribution and manufacturing picking. Users want the ability to assign separate preferred bins depending on the purpose of the pick.
Solution Name Assign Manufacturing Preferred Bins
Solution Description Enhancements to Maintain Inventory provide added controls to streamline the manufacturing process and automate material issues by identifying a Manufacturing Preferred Bin for a Warehouse and Item on the Inventory Control tab. Users can optionally set the Distribution Preferred Bin(s) to be used for manufacturing as well or, choose to set distinct manufacturing preferences.
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
New settings in version 7.4 accommodate the need to have separate distribution and manufacturing bin preferences.
User Persona (what persona cares)
COO, Production Manager, Shop Floor Manager
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Advanced Mfg – Backflush from Bin Tracked Warehouse
Market Problem Users want the ability to distribute materials using the backflush method from bin tracked warehouses.
Solution Name Backflush from Bin Tracked Warehouses
Solution Description When at least one Preferred Bin is identified for an item, the bin preference is then used in backflush transactions generated in Labor Entry.
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
New settings in version 7.4 allow backflush transactions from bin tracked warehouses when at least one preferred bin is identified for an item.
User Persona (what persona cares)
COO, Production Manager, Shop Floor Manager
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Advanced Mfg – Improved Posting
Market Problem Manufacturing posting dates in the Inventory sub-ledger do not tie to the General Ledger Posting date. Posting manufacturing transactions is complicated and time consuming.
Solution Name Improved Manufacturing Posting
Solution Description New “Post MF Transactions” task automatically creates batches grouped by transaction date and consolidates the batches into a single point of control with selection filters allowing users to select and review transactions. Transaction posting dates are automatically synchronized to GL posting dates.
Benefit (Why/ROI to solve) Productivity; Ease of Use
Business Impact (how will the business improve)
Simplified posting process. Dates will always match to facilitate reconciliation.
User Persona (what persona cares)
CFO, Financial Manager, COO, Production Manager, Shop Floor Manager
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MANUFACTURING DEMOS
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Business Insights Improvements
Market Problem Business Insights Explorer can be slow on the initial load of data and when exporting to Microsoft Excel, all columns and rows export – thus duplicating the work
Solution Name Business Insight Explorer Improvements
Solution Description An option was added to limit the number of lines displayed on initial load and an additional option was added to the export dialogue allowing export of only the data in the grid
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
Simplified process will increase productivity by eliminating steps and increase user satisfaction by making a common task easier to accomplish
User Persona (what persona cares)
Controller, Finance Manager, COO, CEO, Accounting staff, Customer Service Representative, Sales Manager
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Business Insights Performance+Updated controls+Improvements to the select engine+Optimization of metadata =Reduced time to return selection and filtered results
•Option to limit output to the “top n” results provides a way to limit results returned and provide a quick view of top performers.
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BI Export Options
Export all or only selected data
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Core Financials
Market Problem Too many steps - Today users have to leave the Cash Receipts task and the Accounts Receivable module, and access Accounts Payable to create a voucher and issue a refund check.
Solution Name Customer Refunds from Cash Receipts
Solution Description Enhanced refund process and simplified steps to issue Customer Refund checks
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
Simplified process will increase productivity by eliminating steps and increase user satisfaction by making a common task easier to accomplish
User Persona (what persona cares)
Controller, Financial Manager, Accounts Receivable and Accounts Payable Clerk
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Core FinancialsMarket Problem Feature Gap - Today users are unable to create or track
negative invoices in Accounts Receivable.
Solution Name Negative Invoicing
Solution Description Users now have the ability to overpay an invoice, resulting in a negative balance, by applying any of four (4) transaction types to an existing invoice in AR Enter Cash Receipts or AR Apply Payments and Memos. Those transaction types are - Cash; Customer Payment; Credit Memo; Another Overpaid invoice’s negative balanceFurther, they will be visible to the user in Print / Re-Print Invoices; Customer Status on the Ledger Tab; Customer Statements; AR Aged Receivables and AR Trial Balance; AR Insights Views, Explore Invoices/Applications and Customer Payments/Applications
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
New process will increase productivity by eliminating steps and increase user satisfaction by improved tracking of a common occurrence without additional steps. Improved visibility of overpayments.
User Persona (what persona cares)
Controller, Financial Manager, Accounts Receivable Clerk
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ACCOUNTS RECEIVABLE DEMOS
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Distribution – Landed CostsMarket Problem Landed costs were limited to the costs set by vendor
or item. Users want the ability to apply actual landed costs at either the receipt or line item level to improve accuracy, and to override costs as needed.
Solution Name Landed Cost Improvements
Solution Description Users are now able to define, override or apply landed costs on an individual receipt basis. Landed costs at the receipt level can also be allocated to the individual lines by one of several allocation methods. Alternatively, costs can be applied to individual receipt lines rather than at the receipt level, using a per-unit percent of cost or flat amount per unit. Individual line costs can be overridden as needed.
Benefit (Why/ROI to solve)
Productivity; Ease of Use; Improved Accuracy
Business Impact (how will the business improve)
The new options allow increased flexibility and improved accuracy in applying landed costs.
User Persona (what persona cares)
CFO, Financial Manager, COO, Receiving Manager
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LANDED COST DEMO
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Distribution – Unit of Measure
Market Problem Unit of Measure conversions and rounding could be unpredictable resulting in ‘orphaned’ quantities. Reporting was limited to only the Stock UOM
Solution Name Unit of Measure Improvements
Solution Description Additional options are added to improve control and predictability in rounding. Reporting allowed in alternative units of measure. Conversion factors are now stored with the transactions.
Benefit (Why/ROI to solve)
Productivity; Ease of Use; Improved Accuracy
Business Impact (how will the business improve)
The new options allow increased flexibility and improved accuracy in unit of measure conversions and reporting.
User Persona (what persona cares)
CFO, Financial Manager
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7.4 - Unit of Measure (UOM)• Expanded decimal precision in data
tables– Stored in expanded precision– Displayed in user defined precision
• Flexible rounding methods for base (smallest) UOM
• UOM stored with transaction records• “Auto Adjustments” to prevent “invisible”
quantities• Physical Count records qty in both
precisions – Displayed in rounded qty• Bin transfers in any UOM• New Item UOM BIE view• Inventory Reporting in alternative UOM
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CI Set Up Units Of Measure
7.407.30
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Changes to Maintain Items
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Distribution – Primary VendorMarket Problem Preferred Vendor determined by the selection of
a Primary Vendor in Warehouse Replenishment, with no opportunity to override the selection when processing Inventory Replenishment or Material Requirements Planning.
Solution Name Override Primary Vendor
Solution Description The addition of a checkbox in Maintain Inventory on the Replenishment tab in version 7.4 enables the option to continue the use of the default Primary Vendor from Warehouse Replenishment, or, when cleared, to assign an item specific Primary Vendor. Added ability to override Primary Vendor during Replenishment or MRP.
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the business improve)
Simplified process will increase productivity by eliminating steps and increase user satisfaction by making a common task easier to accomplish
User Persona (what persona cares)
COO, Purchasing Manager, Warehouse Manager
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PRIMARY VENDOR DEMO
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Technology Updates
Crystal XI R2 (v11.5)
Microsoft Office 2010
Updated third-party controls
Visual Studio 2010 and .Net Framework 4.x
Operating System and SQL Server Service Packs– SQL Server 2008 R2– Availability of Run-Time SQL Server
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Sage MAS ERP
Q&A