August 2010 • Volume 10 • Issue 4                                HELP DESK                                Newsletter for S...
page 2 • HELP DESK NewsletterSage ERP MAS Intelligence Module(continued from cover)Components                             ...
Sage ERP MAS 90 and 200 • page 3Sage ERP MAS 90 and 200 Product RoadmapS    age recently published a product     roadmap* ...
page 4 • HELP DESK Newsletter                                                                    IN THE SPOTlIgHT:        ...
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SAGE MAS 90 Newsletter - SWK Technologies


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SAGE MAS 90 Newsletter - SWK Technologies

  1. 1. August 2010 • Volume 10 • Issue 4 HELP DESK Newsletter for Sage ERP MAS 90 and 200 Sage ERP MAS Intelligence ModuleWhat’s Inside FRx Replacement Module Produces Reports In ThePage 2 Familiar Excel InterfaceSage ERP MAS IntelligenceModule continued WPage 3 hen Microsoft announced theSage ERP MAS 90 and 200 retirement of the FRx financialProduct Roadmap reporting software, which has for many years been included with Sage ERPPage 4 MAS 90 and 200, Sage began searching forSage ERP MAS 90 and 200 a replacement. Sage ERP MAS IntelligenceVersion 4.40 — Product has been identified as the ideal FRx replace-Updates 1 and 2 ment solution for Sage ERP MAS 90 and 200. It provides powerful and easy to use financial reporting, and it also can provide Business Intelligence across your entire sys- tem, including SageCRM and Sage Abra.Headline NewsIn 2011, Sage will be host- Power And Familiarity Of Excel Excel has become the reporting and analy-ing a joint conference for sis tool of choice for accountants and executiveboth customers and Sage management alike, so it made sense to choose knows your fiscal periods, chart of accounts,business partners, merging a reporting tool for Sage ERP MAS 90 that detail transactions, and various types of bal-the former Sage Summit is based on this familiar interface. Sage ERP ances. As a result, you will quickly be able tocustomer conference and MAS Intelligence comes with a selection of build your intelligence solution to work theSage Insights partner confer- report templates to help you quickly and way you do.ence. effortlessly produce pre-formatted reports. Then you can simply refine and expand your Informed Decision MakingTaking place at the Gaylord reports using all the flexibility and power of The Dashboard Analysis report provides aNational in Washington, Excel. Sage ERP MAS Intelligence allows you one-page summary of key business informa-D.C., the event will feature to spend more time focusing on analysis and tion, featuring Top-N details on customers,partner-focused tracks July less time pulling data together. items, and expenses. View information both10–13 and customer-fo- textually and graphically to help with dailycused tracks July 13–15. You Comprehensive Integration and long-term planning. In addition, com-can learn more at http:// Sage ERP MAS Intelligence is carefully parative Profit and Loss figures are displayed integrated so that it already recognizes the for current month and financial data structures within Sage ERP MAS 90. The You can drill down to get further insight into software reads your data and automatically what makes up the numbers. Continued on page 2
  2. 2. page 2 • HELP DESK NewsletterSage ERP MAS Intelligence Module(continued from cover)Components license you can import data from external • Import/Export functionality requires the Sage ERP MAS Intelligence is organized sources to be included in your reports. purchase of a Report Manager License,into several components, similar to that of Designer Module, or the Connector Module.the FRx system it replaces. The components Connector Module • Optional Report Scheduling requiresare Report Manager, Report Viewer, Report The Connector Module gives you access the purchase of an additional ReportDesigner, and the Connector Module. You can to information from multiple data sources Manager License, the Designer Module,mix and match the components to achieve the and Sage ERP MAS 90 companies. With or the Connector Module.level of functionality you require. this module you can produce consolidated • Connections to other types of databases financial reports for multiple companies and or more than one company databaseReport Manager connect to and report on data from other at a time requires the purchase of a At the heart of the system is Report ODBC-compliant data sources, including Connector Module.Manager. This is where you create and edit Sage reports, as well as filter and aggregate data.Here you will find built-in report templates What’s Included? ZOOM INthat help you get a quick start using the sys- The Intelligence module will be availabletem. There are templates for financial reports for customers on Sage ERP MAS 90 and 200as well as Financial Analysis, Dashboard Version 4.4 and Extended Enterprise SuiteAnalysis, General Ledger Transaction Details, Version 1.4. Customers on a current sub-Inventory Status, Vendor Purchases, and scription plan will receive, at no charge as aCustomer Sales. replacement for their FRx license, a one-user With Report Manager it is a simple matter license for the Sage ERP MAS Intelligenceto create your layout, set multilevel groupings Report Manager. This license gives you theand consolidations, and add formulas where ability to:you want them, all using intuitive selection • Author new reports (organize, create,tools. You can even use “what-if” analysis to edit) as well as filter and aggregate datainstantly see the impact on an area of your based on existing data containers. Sage ERP MAS Intelligence comes with a graphicalbusiness by changing a set of values on your • Run, edit, and clone the standard report dashboard that provides executives with a compre- hensive view of the business.reports. Report Manager includes flexible templates, including financial reports,security settings to allow you to set permis- dashboards, financial trend analysis,sions and protect sensitive data from unau- general ledger, sales, purchases, andthorized access or manipulation. inventory transactional reports. Note that because Sage ERP MAS • Set security and permissions on all Intelligence utilizes Microsoft Excel, you willReport Viewer reports. need to have Excel 2003 or Excel 2007. In Report Viewer Licenses are available for • Connect to one company database at a order to run the Report Designer, customersstaff members who need to run reports, but time. If running two or more companies, will need Excel 2007.not create them. A Report Viewer License you can redirect the software as needed Sage will not include FRx in the nextallows you to view existing reports, including to access data from your other company release of Sage ERP MAS 90 and 200 (4.5).the ability to filter data and change param- codes or purchase an additional Report Sage will continue support of FRx as part ofeters such as date ranges. It also includes the Manger or a Connector license. previous releases, according to the publishedability to drill-down through existing reports. Supported Versions Policy. Please give us a Advanced Capability Add-ons call with your questions.Report Designer You can purchase the following advanced You can use Report Designer to author new capabilities to add to the basic Sage ERPreports. When you have a Report Designer MAS Intelligence system:
  3. 3. Sage ERP MAS 90 and 200 • page 3Sage ERP MAS 90 and 200 Product RoadmapS age recently published a product roadmap* for Sage ERP MAS 90 and200, and Sage ERP MAS 200 for SQL. Inthis article, we review the highlights of theroadmap, including the just-released ProductUpdate 2 for Version 4.4. The new Sage product strategy is to pro-vide more value to customers with minimaldisruption to customers’ business processes.Sage will accomplish this through more fre-quent small enhancement releases, calledProduct Updates, and with less frequentmajor new-version releases.Product Updates release is scheduled for the end of this year, support for Version 4.3 and 4.4 customers. You will find top-requested customer and leverages Business Framework technol-enhancements in the new Product Updates. ogy. Look for more details on this exciting new Looking AheadSage also is incorporating the main function- product in a future newsletter. It will include Two Product Updates are already plannedality of selected Extended Solutions into the the option to purchase Microsoft SQL Server for Version 4.5. In 2012, Sage will be offer-Product Updates. Extended Solutions are spe- licenses from Sage, or to use MS SQL licences ing a SQL version of the Sage ERP MAS 200cialized capabilities that were previously only that customers may already own. This release Payroll module that will include new featuresavailable as an additional purchase. does not include data migration for current such as Employee Self Service. Product Updates are delivered through a Sage ERP MAS 200 SQL users. Data migra- Sage ERP MAS 90 4.6 is on the Productdownloadable file rather than a physical CD. tion is planned to be available with the release Roadmap for the third quarter of 2012.Each Product Update is numbered according of Sage ERP MAS 90 and 200 4.5. The Roadmap also includes a productto the release that it is added to. For exam- retirement schedule:ple, there are currently five product updates Sage ERP MAS 90 and 200 4.5 • Sage MAS 90 and 200 Version 3.71 willscheduled for Sage ERP MAS 90 Version 4.4. Version 4.5 is targeted to be available in be retired as of September 30, 2010. Product Update 2 will soon be available the third quarter of 2011. A highlight of the • Sage MAS 200 SQL Edition Versionand includes the following enhancements: release will be additional SageCRM licens- 3.7x will be retired June 1, 2011.• Electronic reconciliation of Bank ing options and improved integration. All • Sage MAS 90 and 200 Version 4.0, 4.05, Reconciliation transactions between your Sage ERP MAS 90 and 200 subscription and 4.1 will be retired September 30, 2011. software and your bank. plan customers will be provided with one free Retirement means that Sage discontinues• Positive Pay capability helps you prevent SageCRM user license. support of the version and will no longer pro- check fraud. The release will incorporate a number vide updates to form 1099 and tax tables. If• ACH Electronic Payments. of customer-requested enhancements and you are still running older versions, give us a• Paperless Office for Accounts Payable the main features and functionality of select call for assistance planning your upgrade. Checks and Deposits. Extended Solutions to enhance a wide range of *This Sage product direction roadmap should Three more Product Updates are planned modules, such as simpler processes for revers- be used as a product direction guideline only,for Fall 2010, Winter 2010, and Spring 2011 ing everyday transactions. Also planned is the and is subject to change at any time withoutfor Version 4.4. expansion of eBusiness Web Services to include notice. the ability to Create, Read, Update, and DeleteSage ERP MAS 200 SQL 4.45 Inventory items. This release is planned to also The Sage ERP MAS 200 SQL 4.45 include Sage ERP MAS 200 SQL migration
  4. 4. page 4 • HELP DESK Newsletter IN THE SPOTlIgHT: Sage ERP MAS 90 and 200 Version 4.40 — Product Updates 1 and 2 new setup options • Picking Sheets now print with back order lines • You can have multiple earning codes per employee during a Payroll run • You can prevent the accidental posting of costs to a closed job in Job Cost With Product Update 2: • A new Pre-Installation Scan has been Beth McNeill added to ensure data integrity prior toS installing the Product Updates age ERP MAS 90 and 200 Version 4.40 has arrived and with it, some great new • Paperless Office can now process, send Contactfeatures in Product Updates 1 and 2. and retain Accounts Payable checks, Information These updates have taken Sage ERP MAS 90 stubs and remittance advices created for SWK Technologies, Inc.and 200 outside of the “box” and have added a the ACH Electronic Payments in PDF Debbie Berndtneeded “KICK” to the standard software. format Client Account Executive • Bank Reconciliation has some powerful (973) 758-6128 new features, such as Positive Pay debbie.berndt@swktech.comWith Product Update 1:• You can now enter A/R Cash Receipts Export, control over adjusting entries, Livingston, NJ by invoice number, in addition to the and the ability to automatically reconcile (973) 758-6100 standard customer number checks based on a file provided from Plainview, NY your financial institution (631) 271-6401• Wire Transfers can now be entered in • Accounts Payable now has ACH Syracuse, NY Accounts Payable Manual Check Entry (315) 451-3577• In Sales Orders, you can prevent the Electronic Payment capability Buffalo, NY re-use of a customer’s Purchase Order With all this added functionality, Sage (716) 656-7707 number ERP MAS 90 and 200 version 4.40 will Greenwich, CT• You are able to quick print a Picking increase efficiency, save time and money and (203) 987-3085 Sheet from Sales Order Entry, with the environment. If you are interested in see- or without the print screen selection ing these new features, contact our Client Account Executive, Debbie Berndt at 973- Request window opening More 758-6128 or email her at debbie.berndt@ Information• You can see where a sales order is in use, when printing a Picking Sheet, with the© Copyright 2000–2010 Tango Marketing, LLC. All Rights Reserved. This newsletter and its content have been registered with the United States Copyright Office. This content is licensed by Tango Marketing LLC and can be distributed by licensee until 01/31/2011 at which time the licensee must cease distribution and use of this content unless permission in writing is obtained from Tango Marketing LLC. Reproduction in whole or in part without permission is strictly prohibited. The capabilities, system requirements and/or compatibility with third-party products described herein are subject to change without notice. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.