The document summarizes new features and enhancements in Sage 100 ERP version 4.5 and 2013. Key points include: - Ease of use improvements like inactivating customers/vendors and viewing cleared checks in vendor maintenance. - Enhanced integration with Sage CRM including multi-company support and quick order entry. - Performance improvements to the Sage Intelligence reporting tool reducing report run times. - Connected services for shipping, eFiling, payroll, and CRM are highlighted. - Future themes mentioned are improved Sage CRM cloud integration, continued UI improvements, and mobility features.

1. Leanne Lowe, Sage Sales Engineer

3. Version 4.5
14 Extended Solutions
standard, such as National
Ease of Use Accounts for AR
MS SQL Server Database
Database Options option
One free Sage Customer
Customer Value Relationship Management
(CRM) server and user license
Business Reporting Trees and
Intelligence Distribution features in SMI
New Connected eMarketing for Sage CRM
Services
Cloud Deployment Sage 100 Online

4. Scalable Database Platform
Combining SQL Server’s high
performance database platform
that’s reliable, scalable, and easy
to manage with Sage 100 ERP’s
ease of use simplicity, and
maturity

6. Sell and ship goods
to one customer, bill
the invoice to
another

8. Sage 100 ERP Roadmap
Cloud CRM Gateway
Connected Service
SageCRM.com Integration
Shipping and Freight Cloud ERP Gateway
SData Web Services
2012 2013
Usability Industry Solutions
Business Intelligence
Visual Process Flows Distribution
FRx to Sage Intelligence
Report converter
CRM Sales Integration Sage Advisor
Employee Management Sage CRM Multi-Company Automatic Notification Updates
Sage HRMS Payroll for Sage CRM Web Order Intelligent In-Product User
Premium Edition (SQL) Entry Training Tips and Advice
Productivity
Architecture
Accounts Payable Invoice Number Expansion
MS SQL Server 2012 Inactivate Customers and Vendors
Windows 8 View Cleared Checks in Vendor Maintenance
Crystal Reports 2011 Improved Inventory Maintenance workflow
8

9. Meeting the Needs of our Customers with A
Fully Integrated Solution
Connected Services Sage CRM
Shipping and Freight Customer Sage CRM Cloud
Sales Tax Relationship
eFiling Management
Connected Sales
Services Management
System
Management Financials
Sage Intelligence
Sage 100 Sage HRMS
ERP
Business Purchasing
Intelligence Management
Connected Services
Inventory Billable Services (mobile)
Features as Service Distribution Management Sales Management (mobile)
Alerts and Workflow Payroll
Document Management
Sage Fixed Assets
Budgeting Tools
9

10. Product Architecture Delivers Innovation and Scale
Across Our Product Portfolio
Features as Services Connected Services
Sage Shipping Sales
Sage CRM
Payroll/HR and Freight Tax
Cloud
Sage
eFiling
Intelligence
Sage Data Cloud Other Connected Services
and Ideas
Entitlement Management  Sales Management (Mobile)
 Billable Services (Mobile)
 Delinquent Account
Management and Billing
Browser & Mobile Access
Sage ERPs Browser & Mobile Access
Features as Services Connected Services
(on premise)
10 Customer Access Points

11. What’s New for Sage 100 ERP 2013?
Inactivate Vendors and Customers
Expanded A/P Invoice Number
Ability to View Cleared Checks in Vendor Maintenance
Post ACH Electronic Payments to Bank Rec in Detail
Paperless Office SMTP Encryption
Item Maintenance Main Tab Changes
Sage CRM Multi-Company Support

12. Inactivate Customers and Vendors
New “status” includes Active, Inactive, and Temporary
Add a Reason Code when inactivating
New Reason Code Maintenance to setup codes
Schema checking when setting to Inactive
• Disallows if Customer/Vendor in certain tables
Cannot use Inactive in data entry
Optionally exclude from lookups
Security Event to allow cash receipts and payments

13. Expanded A/P Invoice Number
• Can now enter up to 20 characters for invoice number
• Schema, Screens, Reports, Forms, Journals, Lookups
all modified for new expanded invoice number
• Impacted A/P, P/O, G/L, J/C, BIE, BIR, ACH
• Reports display full
invoice number

14. Ability to View Cleared Checks in Vendor
Maintenance
• New A/P Setup Option
• Changes to B/R entries
– Accept logic
• Changes to Vendor Maintenance

15. Post ACH Electronic Payments to Bank
Rec in Detail
• New A/P Setup Option
• Previously posted lump sum
• Can now post dollar value checks (previously posted lump
sum)

16. Paperless Office SMTP Encryption
• No need to maintain dedicated
Email server!!!
• Google mail, Yahoo, Hotmail, etc.
• Chillkat 9.3.0 now installed
• Company Maintenance E-mail tab
– Select SSL or TSL/STARTTLS

17. Item Maintenance Main Tab
A picture is worth
a thousand words!

18. Business Alerts
• Important News!
• As of November 1, 2012 Sage will not longer
distribute Global Software’s products (Business
Alerts)
• Sage and Global Software are working on a transition
of customers, support and renewals
• Details will be communicated to partners and
customers as soon as the details are finalized

19. Features as a Service Connected Services
SERVICES

20. Sage 100 ERP Sales Tax
Sage Fixed Assets
Sage CRM

21. What’s New in Sage Fixed Assets 2013.0
• Combined Product
Families
– Government, Nonprofit,
Canada and US in one
product
• Editable Notes
• Attach PDF’s to Assets
• Sage Advisor Update
For a quick overview and a
virtual tour visit:
sagefixedassets2013.com

22. Sage Fixed Assets 2013
Availability
• Released by Sage Fixed Assets – October 8th, 2012
• For Sage ERP customers, notification will be sent to channel
partners and customers with the Sage 100 ERP 2013
autodelivery process

23. Sage 100 ERP eFiling and
Reporting Enhancements
• Sage 100 ERP Tax Forms will be deprecated in tax
year 2014
– Compliance will be maintained through 2013 Tax Year filings
– TTU updates will still be available
• Sage 100 ERP eFiling and Reporting will attempt to
Auto-Install when accessing the eFiling Applications
for the first time
• Basic Sage 100 ERP eFiling and Reporting features
are free for all Sage 100 ERP customers current on
Maintenance
– Print P/R and A/P Tax Forms (including W-2)
– Electronically file Tax Forms with the Government, small fee
associated

24. 100 ERP
100 ERP customers

25. All interactions with client on one page
25

26. Quote and Sales Order Entry within CRM
26

27. Sage CRM Web Client – Quick Orders
for Sage 100 ERP Advanced
Create Orders in a new web
interface
– Allows users to create an
order/quote outside the
firewall
– No launching of the Sales
Order Screen
– Users will have the
choice of New or Old
Screens
– No Sage 100 ERP
workstation setup
required to use web client

29. Integrated Customer Profile

30. Service Desk

31. Application-Aware CRM
• Sage CRM and MS Outlook synchronization for Tasks
and Appointments, contacts and emails
– Communications are associated with Accounts for
ingoing and outgoing emails
CRM synchronization
with Outlook can be
automatic or with a click
of a button

43. Sage CRM version 7.1, SP 2
Multi-Company Support
• Map multiple ERP companies to single Sage CRM system
– Requires one-to-one relationship between ERP and CRM systems
• Cannot link one CRM company to two or more ERP customers in
different companies
• Need to create a CRM customer for each ERP customer
– CRM Server Options allows creation of “Instances” of Sage CRM
• Allows for multiple installations of Sage CRM
• Must map each Sage 100 ERP Company to a specific Instance

44. More Sage CRM Integration
• Tasks launched from Sage CRM do not use a Sage
100 ERP license
– Allows for distinct separation between front and back office
• Installations Updated to Maintain the Integrity of
Customer and Partner Customizations
– Minimizes the number of changes that need to be re-done
after each upgrade
– Still may require some re-work if customizations are made to
the same forms that Sage modifies
• Sales Order Memos will now auto display
• Full Support of Chrome, Firefox, Safari and Internet
Explorer

45. Going Mobile
• iPad & Smart Phone
– Where ever you have phone access – you are connected
– Ease of use
– Sales staff and execs can work from anywhere, airport, car,
hotel

46. Sage CRM for Tablets
Available Now!
Sage CRM

47. Visual Process Flows
• A Visual Process Flow is a GUI that enables
the user to better understand the workflow
• Reduce training costs for new users learning
the applications, and existing users learning
new processes
• Out-of-the-box process flows for:
• Sales
– Entry and Invoice
– Pack and Ship
– Return Goods
• Customer Billing
– Invoice and Receive Payment
• Inventory
– Physical Count
• Purchases
– Entry and Receipts
• Vendor Payments
– Invoice and Process Payment
Customize business processes to specific user roles or new processes with the
Process Flow Designer

48. 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 steps
User Experience
Processes are
displayed in a graphical
view, and a simple click
on a process milestone
will call the underlying
software function

49. User Experience

50. Visual Process Flows can be
customized for specific user roles
or customized processes

52. Connected Services
IMPROVED INTEGRATIONS AND
TOOLS

53. Sage Shipping
Sage Advisor
Sage Intelligence Reporting
Sage HRMS and Payroll

54. Sage 100 ERP Shipping by SmartLinc
• Small Parcel up to 2000/month
• Subscription based pricing (cloud only)
• Multi-Carrier solution
• UPS, FedEx, USPS
• Sage 100 ERP integration automatically populates the Ship To, Ship
From and Ship Via
• Produces carrier compliant shipping label
• Updates all ship data and costs back to ERP
• Tracking number
• Cost of Shipment
• Automatic email notification to customer
• Maintains shipping history

55. Sage Advisor Update
Sage Advisor Update notifies you when updates are
available for the Sage products you use. You can use this
console to:
– set notification options
– review information about available updates
– download updates
– monitor the status of your Sage Business Care account
Note: Installing updates can affect customizations or integrated
products.

56. Schedule When
to Check for View available Easily Download
Updates updates Fixes and
Updates

57. Financials
Financials
Performance Distribution
Performance Distribution
Sage Intelligence Reporting
Cloud
Platforms
Platforms Connectivity
User
User
Future
Experience
Experience themes

58. Sage ERP 100 Intelligence

59. Sage ERP 100 Intelligence
REPORT COMPONENTS:
• Data Container
• Report Creation & Properties
• Predefined financial and operations reports for
REPORT COMPONENTS: management, sales, purchases and inventory
– Access to all modules and data (not just GL!)
– Dashboard and trend analysis reports
– Consolidation of multiple companies and
databases
– Data Output to MS Excel and template

60. Sage ERP 100 Intelligence
Available
in 4.5 and
2013

61. Multiple
Multiple
Budgets
Years
Report Designer Add-In

62. Add & Delete
Your Own
Groupings

63. Larger Maximize
Smoother
Text Window
Dragging
Insert At
Selection

64. Easy to Use
Ribbon
Better User Experience Menus
Easier Navigation
Improved Productivity
Decreased Learning Curve
File Home Tools Help
Rename Run Sample
Delete Check/Test
Copy Move Paste Add Folder Add Report Refresh Run Design Save Create Lock/Unlock History
To Template Shortcut
Actions Report
File Home Tools Help
Rename
Delete
Copy Move Paste Test Lookup Add Dependencies Find & Check/Test All Add Add Data Driver
Check/Test Sample Data Refresh
To Expressions Replace Expressions Connection Container Properties
Actions Expression Data Container Connection

65. Exciting
Boardroom Modern Look
New Templates! Ready & Feel

66. More Data! Faster!
Performance
Pre-defined Financial Reports Report Designer Add-In
Financial Report Designer
2 GB Database
2 Fiscal Years 11 Fiscal Years
2700 Accounts 5600 Accounts
35061 Budget Balances 117000 Budget Balances
6.5 Minutes to Run 42 Seconds
2.5 GB Database
2 Fiscal Years 10 Fiscal Years
10281 Accounts 46580 Accounts
133000 Budget Balances 0 Budget Balances
25 Minutes 1 Minute

67. Sage 100 ERP Intelligence Reporting
Add-In Add-In 2
2013 PU1 PU2
Financials (Reporting Trees, Row grouping, FRx Conversion)
User Experience (Ribbon, drag&drop, templates)
2011 2012 2013
Performance (5 min to 40 seconds)
Distribution Platforms (Office 2013, 64-bit)
Templates (CRM/ERP, others)

68. Potential Future Themes for Sage
Intelligence
Report Designer for more ERP Modules
Mobility
Alerting
Predictions
Social Collaboration
More Reports templates!

69. Additional Learning Opportunities
• 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
• Free Sales report template:
Sage 100 ERP and Sage CRM Report

70. Sage HRMS and Payroll
Sage HRMS Payroll
Payroll Reporting Pricing More Info
Federal and State e-filing and Reporting
Options
Why Sage HRMS Payroll?
 e-filing from Aatrix
• http://na.sage.com/sage-hrms/ and
 Pricing Deposit (included levels
Direct based on employee
 Improved GL Integration printed forms
 Free
No requirement to purchase Sage HRMS
 Quarterly Updates Low cost e-filing
unlimited)
 full suite
 Federal/State/Provincial/Local Taxes custom reporting
Sage Paycards
 Crystal reports for
 Multiple years of history
 Edit Prior Year History
Bonus- Sage Source for online Paystub
viewing

71. TECHNOLOGY UPDATES

72. SAP® Crystal Reports 2011 For Sage
• Updated to latest version of SAP® Crystal Reports
2011 for Sage
• Updated the report engine run-time components
utilizing a modern .NET architecture
– All standard reports and forms saved with a 2011 backwards
compatible format
• Crystal Conversion Utility updated with the .NET
architecture and a new user interface
• Allows Sage 100 ERP to stay current with SAP®
Crystal Reports new features and product updates

73. 64-bit ProvideX OBDC Driver
• New 64-bit ProvideX ODBC Driver Available
• Allows Integrations with 64-bit Applications
– Microsoft SQL Server
– Microsoft Office
• Separate Installation found off the Productivity Tools
menu on the Sage 100 ERP Autorun Menu

74. Demonstration
Demonstration

75. Beyond the 2013 Release

76. Pillars of Sage CRM Cloud Integration
Easy Mobile Cloud
Easy to try, Any device Lower
buy and data TCO
use integration
Provide ROI quickly
 ERP data integration without the complexity
 Easier to setup & administer
 Easier to sell with shorter sales cycles
 Drive NEW sales for Sage CRM Cloud and Sage ERP
 Easier Implementation

77. Sage 100 ERP Future Release Themes
• Sage CRM Cloud Integration
• Support the innovation results
• User Interface improvements
• Feature enhancements
• Features as a service
Note: Next major release scheduled for August 2013

78. User Interface Improvements
• New Icons will provide an updated look
• Additional Visual Process Flows
• New background color enhancements

79. Mobility and Modern Technology
INNOVATION

80. Sage Mobile Service
(Billable Services)
The Road

81. Billable Services
Sage Mobile Services

82. Vote On Your Ideas!
Top ideas from
https://www11.v1ideas.com/SageERP/MAS90and200

83. Questions?
Sage Regional Sales Manager
Peter Grajczyk
(604)-207-9480
Peter.grajczyk@Sage.com
Leanne Lowe
Sage
Sage100erppresales@sage.com