What’s  New  in  Sage  100  ERP  

2015 Available  April  7th

Sage  100  ERP  2015

Making  it  easier  to  do  business

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Making  it  easier  to  do  businessPaperless  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  businessPaperless  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  businessColor-­‐code  by  Company

Sage  100  ERP  2015

Easily  differentiate  between:• Multiple  companies• Test/Demo  companies• Back  up  companies

Sage  100  ERP  2015 6

Core  Accounting• General  Ledger• Accounts  Payable• Accounts  Receivable• Bank  Reconciliation

Core  AccountingReverse  Journal  Entry

Sage  100  ERP  2015

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Core  AccountingRetain  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  AccountingOut  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  AccountingEnhanced  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  AccountingMulti-­‐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  AccountingVendor  Name  Expansion

Sage  100  ERP  2015

Now  50  characters

Core  AccountingPurchase  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

PaymentsProcess  second  pre-­authorization

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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.  

PaymentsLevel  3  Credit  Card  Processing

Data Level  1 Level  2 Level  3Merchant  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

Commodity Code

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

PaymentsLevel  3 Credit  Card  Processing

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PaymentsThird  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

Purchasingand  

Inventory

Sage  100  ERP  2015

Purchase  Order  HistoryModeled  after  Sales  Order  History

Streamlining  the  Purchasing  ProcessCopy  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  ProcessPurchase  Order  History  InquiryLine  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  ManagementExclude  Item  Vendors  or  Alias  Items  from  “Copy  From”

Sage  100  ERP  2015

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Inventory  ManagementDrill  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  ManagementLast  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  MaterialsSynchronize  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  MaterialsLaunch  Bill  of  Materials  from  Item  Maintenance

Sage  100  ERP  2015

Sage  100  ERP  2015 30

Control  SecurityFreedom

Sage  100  ERP  2015

Control  >>  Security  >>  FreedomNew  UI  scripting

Sage  100  ERP  2015

Control      >>      Access      >>      Security

Customers for life

Sage  100  ERP  2015

Sage  CRM  7.3  +  Sage  100  ERP  2015  Return  Material  Authorization  (RMA)  Entry

Launch  RMA  Entry  in  Sage  100  ERP  directly  from  Sage  CRM  7.3

Sage  100  ERP  2015

Sage  CRM  7.3  +  Sage  100  ERP  2015  PU-­1Workstation  Setup  not  required  to  Maintain  Relationships

In  Sage  CRM  select:• ERP  Preferences  Tab• Access  Sage  100  ERP  Tasks  Using  field• Web  Forms  Embedded  in  Sage  CRM  

Sage  100  ERP  2015

Sage  CRM  7.3  +  Sage  100  ERP  2015  PU-­1Maintain  Relationship

Maintain  Relationship  now  displays  in  CRM  browser

Sage  100  ERP  2015

New look consistent with Sage CRM 7.3

Sage  CRM  7.3  +  Sage  100  ERP  2015  PU-­1Updated  Quick  Order  Entry  Style  Sheet  

Sage  100  ERP  2015

Quick Print to printers on the network server is now available in Quick Order Entry

Sage  CRM  7.3  +  Sage  100  ERP  2015  PU-­1Quick  Print  in  Quick  Order  Entry

Sage  100  ERP  2015

Sage  CRM  7.3  +  Sage  100  ERP  2015  PU-­1Promote  Quote  to  Order

One-Step Quote to Order from Sage CRM 7.3

Sage  100  ERP  2015

Sage  100  ERP  2015  PU-­1Visual  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)  ReportingNew  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  MaintenanceOther  Members

Sage  100  ERP  2015

ACA  Employer  MaintenanceEmployee  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  Employer  MaintenanceEmployee  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  ScreenCovered  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  100  ERP  2015

What’s  NextMy  Sage  Sell  (mysagesell.com)

Sales  Playbook  for  Sage  100  ERP  2015  – ETA  April  7th

• What’s  New  in  Sage  100  ERP  2015  presentation  (this  presentation)

• Recording  of  this  webcast

• Email  Template  for  upcoming  customer  webcasts  on  What’s  New  in  Sage  100  ERP  2015

• Link  to  Installation  and  Upgrade  Information  (KB  article)  containing:

• Supported  Platform  Matrices  (SPMs)

• Integrated  Compatibility  Matrices  (ISCMs)

• Release  Guide  – What’s  New  in  Sage  100  ERP  2015

• Top  Reasons  to  Upgrade

• Marketing  and  Messaging  Guide  for  Sage  100  ERP  2015

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Deborah  Nelsondeborah.nelson@sage.com949-­‐790-­‐2081