Sage MAS 90 Intelligence Module article featured in this Sage MAS 90 NY newsletter from SWK Technologies.

1. August 2010 • Volume 10 • Issue 4
HELP DESK
Newsletter for Sage ERP MAS 90 and 200
Sage ERP MAS Intelligence Module
What’s Inside FRx Replacement Module Produces Reports In The
Page 2 Familiar Excel Interface
Sage ERP MAS Intelligence
Module continued
W
Page 3 hen Microsoft announced the
Sage ERP MAS 90 and 200 retirement of the FRx financial
Product Roadmap reporting software, which has for
many years been included with Sage ERP
Page 4 MAS 90 and 200, Sage began searching for
Sage ERP MAS 90 and 200 a replacement. Sage ERP MAS Intelligence
Version 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 News
In 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 executive
both 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 to
customer conference and MAS Intelligence comes with a selection of build your intelligence solution to work the
Sage 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 Making
Taking place at the Gaylord
reports using all the flexibility and power of The Dashboard Analysis report provides a
National 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 both
10–13 and customer-fo- textually and graphically to help with daily
cused 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 year-to-date.
www.sagesummit.com/.
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. page 2 • HELP DESK Newsletter
Sage 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 requires
are Report Manager, Report Viewer, Report The Connector Module gives you access the purchase of an additional Report
Designer, 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 database
Report 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 Abra.
new reports, as well as filter and aggregate data.
Here you will find built-in report templates What’s Included?
ZOOM IN
that help you get a quick start using the sys- The Intelligence module will be available
tem. There are templates for financial reports for customers on Sage ERP MAS 90 and 200
as well as Financial Analysis, Dashboard Version 4.4 and Extended Enterprise Suite
Analysis, 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 a
Customer Sales. replacement for their FRx license, a one-user
With Report Manager it is a simple matter license for the Sage ERP MAS Intelligence
to create your layout, set multilevel groupings Report Manager. This license gives you the
and 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 data
instantly see the impact on an area of your based on existing data containers. Sage ERP MAS Intelligence comes with a graphical
business 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, and
thorized access or manipulation. inventory transactional reports. Note that because Sage ERP MAS
• Set security and permissions on all Intelligence utilizes Microsoft Excel, you will
Report 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, customers
staff 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 next
allows 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 of
eters such as date ranges. It also includes the Manger or a Connector license. previous releases, according to the published
ability 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 ERP
reports. When you have a Report Designer MAS Intelligence system:

3. Sage ERP MAS 90 and 200 • page 3
Sage ERP MAS 90 and 200 Product Roadmap
S age recently published a product
roadmap* for Sage ERP MAS 90 and
200, and Sage ERP MAS 200 for SQL. In
this article, we review the highlights of the
roadmap, including the just-released Product
Update 2 for Version 4.4.
The new Sage product strategy is to pro-
vide more value to customers with minimal
disruption to customers’ business processes.
Sage will accomplish this through more fre-
quent small enhancement releases, called
Product Updates, and with less frequent
major 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 Ahead
Sage also is incorporating the main function- product in a future newsletter. It will include Two Product Updates are already planned
ality 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 200
cialized capabilities that were previously only that customers may already own. This release Payroll module that will include new features
available 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 Product
downloadable 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 product
to 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 will
scheduled 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 Version
and 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 without
for Version 4.4. expansion of eBusiness Web Services to include notice.
the ability to Create, Read, Update, and Delete
Sage 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. 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 to
S
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 Contact
features 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 Berndt
needed “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.com
With 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 swktech.com.
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