Sage 300 ERP 2012Emerging Trends: The Road AheadJamie Kandola, Product Manager
The Road Ahead                                           Connected Services                                   Integrations...
Voted by Customers                              Top ideas from www.Sage300ERP.comfeedbackFunctionality Enhancements
User Experience   Visual Process Flows     Table Line Shading     Improved Finder   Documentation
Sage Visual Process FlowsUser Experience
Visual Process Flows provide users                    with a graphical, job-oriented user                  interface that ...
Visual Process Flows can be                  customized for specific user roles or                        customized proce...
Sage Visual Process Flows                   Version 2012 will include out-of-the-box process flows                   for: ...
Table Line Shading                   Table rows in grids are displayed in alternating shades to                   make rea...
Improved Finder                   With Microsoft SQL Server the Finder now uses case-                   sensitive collatio...
Documentation                   Improved Help for OE and PO – readability, usability and                   accuracy       ...
Functionality  Operational Data Inquiry    Order Entry Improvements      Reverse GL Batches       Multi-company License   ...
Operational Data Inquiry                              Expanded Inquiry functionality to support custom queriesFunctionalit...
Functionality Enhancements                             Order Entry Improvements
Order Entry Improvements                              Know who created the order – “Entered By” fieldFunctionality Enhance...
Reverse GL Batches                              If you find any errors while reviewing the report content,Functionality En...
Multi-company License                              Lower your total cost of ownership with Version 2012,Functionality Enha...
Sage Advisor UpdateFunctionality Enhancements                                  Schedule When                              ...
New Supported Platforms             Microsoft             – Windows 8             – Office 2013             – Small Busine...
Report Enhancements                                  IC Inventory Worksheet – Exclude inactive inventoryIntegrations - Cry...
Integrations   Sage CRM      Sage Intelligence Reporting       Sage Payroll      Sage Budgeting & Planning   Sage Fixed As...
Sage CRM v7.1 SP2 Functionality                           Multi-browser support                           Mail MergeIntegr...
Sage Intelligence ReportingIntegrations – Intelligence Reporting                                         New Designer Add-...
Increased Performance                  Faster!Integrations – Intelligence Reporting                                       ...
Sage Intelligence ResourcesIntegrations – Intelligence Reporting                                         Join the BI Commu...
Coming in a          Payroll                                  Product Update           Sage Source           Calculate gar...
Coming in a          Sage Source                         Product Update           Included with new Payroll           Empl...
Sage Budgeting and PlanningIntegrations – Budgeting and Planning                                         Shorter planning ...
Sage Fixed Assets 2013                               Combined Product FamiliesIntegrations - Fixed Assets                 ...
Connected Services   Sage Payments      Sage Shipping by      SmartLinc      Sage Sales Tax by      Avalara   Sage Alerts ...
Payment Processing Module                Enhancements                 Capture pre-authorizations at the time of shipping o...
Sage Shipping by SmartLinc                      Multi-Carrier solution                            UPS, FedEx, USPS – US an...
Sage Sales Tax by Avalara                      Makes paying sales tax simple for                      any business.Connect...
Sage Alerts by Vineyardsoft                      Business Activity Monitoring                      Notify staff about crit...
Learn more about Sage 300 ERP 2012 www.Sage300ERP.com/2012release Free “what’s new” course on SageU      For customers: ht...
Sage 300 ERP Release Timelines                                                           Sage 300 ERP 2013                ...
Business. Anywhere. Anytime.Made possible by Sage.                Video
Top 10 Reasons to Upgrade1.   Reduce time navigating business processes with Visual Process Flows2.   Make more informed d...
Questions & Contact www.Sage300ERP.com/2012release Presenter Contact Information:      Jamie Kandola      jamie.kandola@sa...
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Asyma E3 2012 - Sage 300 ERP 2012 - Emerging Trends - Jamie Kandola

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Asyma E3 2012 - Sage 300 ERP 2012 - Emerging Trends - Jamie Kandola

  1. 1. Sage 300 ERP 2012Emerging Trends: The Road AheadJamie Kandola, Product Manager
  2. 2. The Road Ahead Connected Services Integrations Functionality User Experience
  3. 3. Voted by Customers Top ideas from www.Sage300ERP.comfeedbackFunctionality Enhancements
  4. 4. User Experience Visual Process Flows Table Line Shading Improved Finder Documentation
  5. 5. Sage Visual Process FlowsUser Experience
  6. 6. Visual Process Flows provide users with a graphical, job-oriented user interface that gives a clear view of the task they need to accomplish and drive them through the different stepsUser Experience Processes are displayed in a graphical view, and a simple click on a process milestone will call the underlying software function
  7. 7. Visual Process Flows can be customized for specific user roles or customized processesUser Experience
  8. 8. Sage Visual Process Flows Version 2012 will include out-of-the-box process flows for: GL transactionsUser Experience Bank transaction and reconciliation AR transactions AP transactions OE transactions IC transactions and inventory management
  9. 9. Table Line Shading Table rows in grids are displayed in alternating shades to make reading information easierUser Experience
  10. 10. Improved Finder With Microsoft SQL Server the Finder now uses case- sensitive collation For example, if you searched for records that contain "client"User Experience records that contain "Client" or "CLIENT" will now also be returned
  11. 11. Documentation Improved Help for OE and PO – readability, usability and accuracy Guides are back - PDFs for OE, PO, and PaymentsUser Experience Help videos available in Portal Learning Center and http://www.youtube.com/user/sage300doc New translated content - Help and Guides
  12. 12. Functionality Operational Data Inquiry Order Entry Improvements Reverse GL Batches Multi-company License Sage Advisor Update Crystal Reports Platforms
  13. 13. Operational Data Inquiry Expanded Inquiry functionality to support custom queriesFunctionality Enhancements and smart lists on your operational data, including: Inventory Items/History Orders/Sales History Purchase Order Transactions/History
  14. 14. Functionality Enhancements Order Entry Improvements
  15. 15. Order Entry Improvements Know who created the order – “Entered By” fieldFunctionality Enhancements Understand why an order is on hold – “On Hold Reason” field Track shipping information more easily “Deliver By” date field added “Ship Via”, description, and “Tracking No“ fields moved to Order Tab Create a PO directly from OE Create a copy of the current Order Print an OE Invoice directly from AR Inquiry
  16. 16. Reverse GL Batches If you find any errors while reviewing the report content,Functionality Enhancements you can now quickly reverse an entire General Ledger Batch with a new option in Batch Entry, rather than just one entry
  17. 17. Multi-company License Lower your total cost of ownership with Version 2012,Functionality Enhancements when multiple companies are accessed within Sage 300 ERP on the same computer by the same user, only one user license (Lanpak) is used, versus one license per company opened
  18. 18. Sage Advisor UpdateFunctionality Enhancements Schedule When to Check for View available Easily Download Updates updates Fixes and Updates Note: Installing updates can affect customizations or integrated products. If you have questions about how installing an available update may affect your software, contact your Sage certified solution provider.
  19. 19. New Supported Platforms Microsoft – Windows 8 – Office 2013 – Small Business Server 2011Platforms Databases – Microsoft SQL Server 2012 – Pervasive 11.2 Virtualization Platforms – Microsoft Hyper-V Crystal Reports 2011 (Runtime engine)
  20. 20. Report Enhancements IC Inventory Worksheet – Exclude inactive inventoryIntegrations - Crystal Reports items IC Inventory Reconciliation Report –Exclude inactive inventory items GL Chart of Accounts Reports - Exclude Inactive Accounts GL Transactions Listing Report - Filter by Range of Fiscal Years on (in Product Update)
  21. 21. Integrations Sage CRM Sage Intelligence Reporting Sage Payroll Sage Budgeting & Planning Sage Fixed Assets
  22. 22. Sage CRM v7.1 SP2 Functionality Multi-browser support Mail MergeIntegrations - Sage CRM Document Filing Sage CRM for Tablet Sales Commission Splitting Ability to split commissions when creating an order in Sage CRM
  23. 23. Sage Intelligence ReportingIntegrations – Intelligence Reporting New Designer Add-In Easier to use Better performance – in-memory processing New Report Templates Report Distribution Reporting Trees
  24. 24. Increased Performance Faster!Integrations – Intelligence Reporting With New Report Designer Add-In 2GB Database 2GB Database 2 Fiscal Years 11 Fiscal Years 2700 Accounts 5600 Accounts 35061 Budget Balances 117000 Budget Balances 6.5 Minutes to Run 42 Seconds to Run 2.5GB Database 2.5GB Database 2 Fiscal Years 10 Fiscal Years 10281 Accounts 46580 Accounts 25 Minutes 1 Minute to Run
  25. 25. Sage Intelligence ResourcesIntegrations – Intelligence Reporting Join the BI Community http://community.alchemex.com/ Register for FREE webcasts www.alchemex.com/Webinars.aspx Sign up for Sage Intelligence and Excel Tips & Tricks www.alchemex.com/SubscribeNewsletters.aspx
  26. 26. Coming in a Payroll Product Update Sage Source Calculate garnishments on wages Child support payments with support of electronic paymentsPayroll Report updates Employee earning distribution – spilt employee earnings between several GL accounts Workers compensation included as a regular tax - now calculated during payroll processing And more .
  27. 27. Coming in a Sage Source Product Update Included with new Payroll Employee self-service web portal to access Pay StubsPayroll Company announcements
  28. 28. Sage Budgeting and PlanningIntegrations – Budgeting and Planning Shorter planning cycles through collaborative budgeting and planning process Security and access control Web accessibility Seamless integration with ERP data Best-of-breed functionality Automated Consolidation Ability to handle “Rolling Forecasts” and copy forward Highly Configurable Great Price/Value ratio
  29. 29. Sage Fixed Assets 2013 Combined Product FamiliesIntegrations - Fixed Assets Government/Nonprofit/Canada/ US editions in one product Editable Notes Attach PDF’s to Assets Sage Advisor Update Console Integration For a quick overview and a virtual tour visit www.sagefixedassets2013.com
  30. 30. Connected Services Sage Payments Sage Shipping by SmartLinc Sage Sales Tax by Avalara Sage Alerts by Vineyardsoft
  31. 31. Payment Processing Module Enhancements Capture pre-authorizations at the time of shipping or invoicing Batch capture and invoice credit card transactionsSage Payments Usability enhancements including the ability to default cardholder address Automatically ‘force’ an expired pre-authorization
  32. 32. Sage Shipping by SmartLinc Multi-Carrier solution UPS, FedEx, USPS – US and CanadaConnected Services Produces carrier compliant shipping label http://www.smartlinc.net Updates all ship data and costs back to ERP Tracking number Cost of Shipment Automatic email notification to customer Maintains shipping history
  33. 33. Sage Sales Tax by Avalara Makes paying sales tax simple for any business.Connected Services Automatically performs address validation, sales tax jurisdiction http://go.sageerpsolutions research, and rate calculation .com/content/AccpacSage SalesTax Seamlessly integrated with Sage 300 ERP Covers all sales tax jurisdictions in US and Canada Protect yourself from the risk of an audit
  34. 34. Sage Alerts by Vineyardsoft Business Activity Monitoring Notify staff about critical businessConnected Services issues – when they occur http://www.sageknowledgesync.com Identify trends or problems across your business Trigger “workflow” to update your applications, schedules intelligent tasks, and moves information between an organization’s disparate software systems
  35. 35. Learn more about Sage 300 ERP 2012 www.Sage300ERP.com/2012release Free “what’s new” course on SageU For customers: http://tinyurl.com/sageU For Partners go to: Product training > What’s New Sage 300 ERP product blog http://sage300erpinsights.com Sage 300 ERP documentation YouTube channel http://www.youtube.com/user/sage300doc SageU YouTube Channel http://www.youtube.com/playlist?list=PL71CC436DE250DB3 4&feature=plcp
  36. 36. Sage 300 ERP Release Timelines Sage 300 ERP 2013 Product Updates Q3 2013 5.6 & 6.0 Sage 300 ERP 2012Sage 300 ERP 2012 Product Update 1 Q2 2013 GA January 2013September2012 2013
  37. 37. Business. Anywhere. Anytime.Made possible by Sage. Video
  38. 38. Top 10 Reasons to Upgrade1. Reduce time navigating business processes with Visual Process Flows2. Make more informed decisions with better reports, improved Intelligence, and operational Inquiry3. Process orders more efficiently with customer-requested enhancements in Order Entry4. Lower your cost of accessing multiple companies by a single user5. Access information faster with easier to read tables, an improved Finder, and expanded Help6. Save time reversing GL entries in batches7. Stay informed about available updates and fixes with Sage Advisor Update8. Process credit cards more easily with enhanced Payment Processing functionality9. Get additional benefits delivered in Product Updates throughout the year10. Ship cost-effectively and efficiently while improving delivery times with Sage Shipping
  39. 39. Questions & Contact www.Sage300ERP.com/2012release Presenter Contact Information: Jamie Kandola jamie.kandola@sage.com
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