what's new in sage 100 erp 2015? a look at the recent product enhancements in sage 100
TRANSCRIPT
Start Time: 2:00pm EST
Welcome!
What's New in Sage 100 ERP 2015? A look at the latest release of Sage 100 ERP
Start Time: 2:00pm EST / 10:00am PST
Webinar Audio: You can dial the telephone numbers located on your webinar control panel.
Or listen in using your microphone or computer speakers. We will begin shortly.
Today’s Presenter
Howard Finestone | Net@Work Sage 100 ERP Practice Director
Stephanie Davis | Net@Work Sage 100 ERP Account Manager
Webinar Details
• Today’s Webinar is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
Net@Work Overview – Solutions & Services
What’s New in Sage 100 ERP
Sage 100 ERP 2015
Making it easier to do business
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Making it easier to do business Paperless Office Enhancements
Sage 100 ERP 2015
• Setup Paperless Office Delivery Options to use the email address in Data Entry for Paperless Office Delivery
• All reports now allow direct access to the associated Paperless Office Viewer by using the Save drop down menu
• Improved printing performance:
• An update to the Amyuni printer driver to version 5.0.0.9
• In printing checks and extended stubs to PDF through Paperless Office
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Making it easier to do business Paperless Office Enhancements
Sage 100 ERP 2015
The following reports and registers can now be printed using Paperless Office:
• Accounts Payable
• Vendor Contact Listing • Repetitive Invoice Listing
• Accounts Receivable
• Repetitive Invoice Listing • Customer Contact Listing
• Custom Office
• Customizer Summary Report
• Customizer Detail Listing
• General Ledger
• Sage Payroll Services Activity Log
• Inventory Management
• Item Valuation Change Register • Standard Cost Adjustment Register • Missing Count Card Listing
• Library Master
• Role Report • User Report • Activity Log Report
• Purchase Order
• Vendor Purchase Address Listing
• Return Merchandise Authorization
• RMA Receivers • Generate Transactions Listing
• Sales Order
• Customer Ship-To Address Listing
• Visual Integrator
• Job Listing • Data Dictionary Listing
Making it easier to do business Color-code by Company
Sage 100 ERP 2015
Easily differentiate between: • Multiple companies • Test/Demo companies • Back up companies
Sage 100 ERP 2015 10
Core Accounting • General Ledger • Accounts Payable • Accounts Receivable • Bank Reconciliation
Core Accounting Reverse Journal Entry
Sage 100 ERP 2015
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Core Accounting Retain prior selection for printing full comments in Journals/Registers
Sage 100 ERP 2015
Your current selection for “Print Full Comments” will be set as the default selection the next time you print
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Core Accounting Out of balance notification on GL Detail Report
Sage 100 ERP 2015
Note: This alert is also available on the General Ledger by Source Report in Sage 100 ERP 2015 PU-1
Core Accounting Enhanced sort and selection options on audit reports
Sage 100 ERP 2015
Sorting available on: • Items in Item Audit Report
• Vendors in Vendor Audit Report
• Accounts in the GL Audit Report
• Customers in the Customer Audit Report
Core Accounting Multi-column sorting
Sage 100 ERP 2015
Multi-column sorting available in: • Bank Reconciliation tasks
• Select Cash Receipts Invoices
• Select Manual Check and Payment Invoices
• Select Vendor Transfer Invoices
Core Accounting Vendor Name Expansion
Sage 100 ERP 2015
Now 50 characters
Core Accounting Purchase Vendor Transfer Invoice Selection
Sage 100 ERP 2015
Now available for: • All vendors
• Multiple invoice selection
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Credit Card Payments
Sage 100 ERP 2015
Payments Process second pre-authorization
19 Sage 100 ERP 2015
Minimize the risk of not getting paid by using the fix button to reauthorize a consumer’s credit card for payment when the first expiration has expired due to an unexpected delay.
Payments Level 3 Credit Card Processing
Data Level 1 Level 2 Level 3
Merchant Name
Transaction Amount
Transaction Date
Customer Code
Total Tax Amount
Ship From Zip
Ship to Zip
Invoice Number
Order Number
Freight Amount
Purchase Order Number
What is Level 3: • Level 3 requires additional data be sent in
credit card transaction • Merchant card processors (Visa,
MasterCard) may lower rates because they view the transaction to be more trustworthy of payment
• Some consumers using “P-Card”s may require it (e.g., Government or schools)
Sage 100 ERP 2015
Payments Level 3 Credit Card Processing
21 Sage 100 ERP 2015
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Payments Third Party Payment (TPP) Processing Through the Sage Exchange payment gateway, Third Party Payment processing provides customers the benefit of securely accepting electronic payments. Customers can now use the TPP service offered through Sage Exchange with their existing payment processor and as a gateway for seamless integration with their Sage 100 ERP software in a PCI compliant manner. Available to select Sage 100 ERP customers using one the following merchant processors:
• TSYS • Chase Paymentech (CAN) • First Data Nashville • First Data Omaha • Elavon
Sage 100 ERP 2015
Sage 100 ERP 2015
Purchasing and
Inventory
Sage 100 ERP 2015
Purchase Order History Modeled after Sales Order History
Streamlining the Purchasing Process Copy Purchase Orders
Sage 100 ERP 2015
Save a lot of time when generating large purchase orders by using the Copy From button!
Streamlining the Purchasing Process Purchase Order History Inquiry Line order when generating Purchase Orders from Sales Orders
Sage 100 ERP 2015
Reporting and Printing
Sage 100 ERP 2015
Forms can now be kept open to chain in AR, SO, and PO
Option to redisplay source document after Quick Print (i.e. Purchase Order)
Prints in landscape
Drop-shipped items marked with a “d”
Purge obsolete orders with cancellation code
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Inventory Management Exclude Item Vendors or Alias Items from “Copy From”
Sage 100 ERP 2015
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Inventory Management Drill into GL Source Journal from Item Maintenance
Sage 100 ERP 2015
New column to display Source Journal number
Zoom button added
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Inventory Management “Copy From” Added in Product Line Maintenance
Sage 100 ERP 2015
Copies values from the source with option to bring in the GL accounts
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Inventory Management Last Physical Count Now Updates by Item and Item / Warehouse
Sage 100 ERP 2015
Revamped the design to make it easier to complete physical count and no longer need to count all warehouse for a single item on the same day
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Bill of Materials Synchronize Bill and Item Description
Sage 100 ERP 2015
This feature only applies to items that do not have an extended item description
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Bill of Materials Launch Bill of Materials from Item Maintenance
Sage 100 ERP 2015
Sage 100 ERP 2015
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Control Security Freedom
Sage 100 ERP 2015
Control >> Security >> Freedom New UI scripting
Sage 100 ERP 2015
Control >> Access >> Security
Customers for life
Sage 100 ERP 2015
CRM for Sage 100 ERP 2015
Sage 100 ERP 2015
Sage 100 ERP 2015 PU-1 Visual Process Flows
• Customer Billing menu
• Job Billing
• Inventory menu • Physical Count Preparation
• Manufacturing menu *new* • Production • Disassembly • Create Work Order • Complete Work Order • Close Work Order
• Period End menu *new*
• Accounts Receivable • Accounts Payable • Inventory Management • Sales Order • Purchase Order • General Ledger Preparation • General Ledger
• Chart of Accounts menu *new*
• Create Accounts
Below are the new Visual Process Flows introduced in Sage 100 ERP 2015:
Affordable Care Act (ACA)
Affordable Care Act (ACA) Reporting New Crystal Report in Payroll Helps employers determine if they are required to report in January of 2016.
Prepare clients by enabling the option to Save Perpetual History in Payroll Setup now!
Sage 100 ERP 2015
Applicable Large Employer Report Definitions and Calculations
Full-time = 47 Part time = 7 x (93 hours/120) = 5.425 = 5 Total FT (47) + FTE (5) employees = 52 FT/FTE employees
Full-time = employees who worked 30+ hours/week (120+ hours/month) Part-time = employees who worked <30 hours/week (<120 hours/month)
Calculations: Calculate Full Time Equivalent (FTE) employees by dividing each part-time employee’s monthly hours by 120 and add all part-time employees’ numbers together. Round to the nearest whole number and combine that number with the number of full-time employees.
Example: A company has 47 full-time employees who work 120 hours/month and 7 part-time employees who each work 93 hours/month. The FTE calculations indicate that the number of FTE employees is actually 5 employees, so the FT + FTE count = 52 for this company. They are required to report using the 1094-C and 1095-C forms in 2016.
This message will pop up every time the Applicable Large Employer Report runs to remind customers that calculations are being run to provide an estimate of the average number of hours an employee worked by calendar month
Sage 100 ERP 2015
Employee Maintenance Electronic Consent
Electronic consent for an ACA form is handled in a similar manner to how electronic consent is handled today for W2’s.
Sage 100 ERP 2015
ACA Employer Maintenance Other Members
Sage 100 ERP 2015
ACA Employee Maintenance Employee Maintenance for ACA Reporting in Payroll
There are two ways to access the new ACA Employee Maintenance screens from within Payroll
• ACA button in Employee Maintenance • ACA folder on the Main Payroll Menu
Sage 100 ERP 2015
Sage 100 ERP 2015
ACA Employee Maintenance Employee Maintenance for ACA Reporting in Payroll
ACA Employee Maintenance Monthly Detail
Sage 100 ERP 2015
Use the Copy button to streamline data entry
ACA Employee Maintenance Screen Covered Individuals
Dependents may change over the course of the year
Sage 100 ERP 2015
Free information offered to all Sage customers by the Sage HRMS group
ACA information specific to Sage 100 ERP
Sage 100 ERP 2015
Get started today! New spreadsheet for ACA Reporting Give large customers, those with ~1,000 employees, a head start on entering the employee information needed for 2016 reports
When we have released the Payroll enhancements for the supported versions of Sage 100 ERP, customers will be able to directly import this information into Sage 100 ERP Payroll using the VI job we include with the Product Update.
The worksheet is available for download in the ACA Center on Sage City now.
Sage 100 ERP 2015
Sage Support Retirement Schedule
Sage 100 ERP 2015
Sage 100 ERP (Standard, Advanced, Premium)
Version 2015 Version 2014 Version 2013 Version 4.50
Release Date April 2015 February 2014 December 2012 August 2011 Phone and Web Support (Retirement Date) Yes Yes Yes (Retires 9/30/2016) Retires 9/30/2015
Quarterly and Year End Updates (AP and Payroll as needed to support State and Federal eFiling)
12/31/17 (Use eFiling and Reporting)*
12/31/16 (Use eFiling and Reporting)*
12/31/15 (Use eFiling and Reporting)* 12/31/2014
Tax Table Updates (TTU) 12/31/2017 12/31/2016 12/31/2015 12/31/2014 Product updates Yes Yes 10/31/2014** 6/30/2013** Hot Fixes Yes Yes 12/31/2015 12/31/2014 Online Support Knowledgebase Yes Yes Yes Yes * As previously announced, the Electronic Reporting module has been retired. Please note, you still have the ability to
print Payroll and Accounts Payable tax forms using the Federal or State eFiling menu tasks. You can print and/or electronically file W-2, 941, 1099, plus 330+ signature-ready federal and state tax forms to plain paper. There is no cost to print, but there is a minimal cost to eFile.
** Sage will release the last product update for Payroll in June, 2015 to enable the recording of data for the Affordable Care Act.
*** Sage reserves the right to determine if and when Hot Fixes will be issued.
Start Time: 2:00pm EST
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Webinar Details - Handouts
Sage 100 ERP 2015 Overview – What’s New Top Reasons to Upgrade to Sage 100 ERP 2015
You can download the “Handouts” related to today’s topic via your webinar control panel
Thank You!
For any questions or more information contact your Account Manager:
Shaun Garrity | Net@Work Phone: 800-719-3307 Ext. 0817 [email protected]
Pat Russo | Net@Work Phone: 800-719-3307 Ext. 1767 [email protected]
Stephanie Davis | Net@Work Phone: 800-719-3307 Ext. 3812 [email protected]
Ashley Bonser | Net@Work Phone: 800-719-3307 Ext. 6080 [email protected]
John Guglielmo | Net@Work Phone: 800-719-3307 Ext. 3978 [email protected]
John Ellis | Net@Work Phone: 800-719-3307 Ext. 0880 [email protected]