Al 2012 Sage 300 ERP Roadmap


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  • 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 stepsProcesses aredisplayed in a graphical view, and a simple click on a process milestone will call the underlying software function
  • Visual Process Flows can be customized for specific user roles or customized processes
  • only one user license (Lanpak) is used, versus one license per company opened
  • only one user license (Lanpak) is used, versus one license per company opened
  • Al 2012 Sage 300 ERP Roadmap

    1. 1. Introducing Sage ERP 300 – 2012 the new version Presented By: Jenny Garbuzova
    2. 2. Sage 300 ERP Release Timelines Sage ERP 2013 Product UpdatesSage ERP 2012September 2012 December 2012 June 2013 2012 2013
    3. 3. Sage 300 ERP 2012 Release Highlights Sage CRM Integration Customer Relationship Platforms Management Connected Sales Sage Payments Services Management System Management Financials Functionality Sage Advisor Sage 300 ERP 2012 Business Purchasing User Experience Intelligence Management Reporting Inventory Manufacturing Management Payroll
    4. 4. Top ideas from www.Sage300ERP.comfeedback
    5. 5. User ExperienceVisual Process Flows Table Line Shading Improved FinderDocumentation
    6. 6. Sage Visual Process Flows• Version 2012 will include out-of-the-box Process Flows for: • GL transactions • Bank transaction and reconciliation • AR transactions • AP transactions • OE transactions • IC transactions and inventory management
    7. 7. Table Line Shading- Table rows in grids are displayed in alternating shades to make reading information easier
    8. 8. Improved FinderWith Microsoft SQL Server the Finder now uses case-sensitive collation For example, if you searched for records that contain "client" records that contain "Client" or "CLIENT" will now also be returned
    9. 9. DocumentationImproved Help for OE and PO – readability, usability andaccuracyGuides are back - PDFs for OE, PO, and PaymentsHelp videos available in Portal LearningCenter and translated content - Help and Guides
    10. 10. FunctionalityOperational Data Inquiry Order Entry Improvements Reverse GL Batches Multi-company License Sage Advisor UpdatePlatforms
    11. 11. FunctionalityExpanded Inquiry functionality to support custom queriesand smart lists on your operational data, including: Inventory Items/History Orders/Sales History Purchase Order Transactions/History
    12. 12. Order Entry ImprovementsKnow who created the order – “Entered By” fieldUnderstand why an order is on hold – “On Hold Reason”fieldTrack shipping information more easily “Deliver By” date field added “Ship Via”, description, and “Tracking No“ fields moved to Order TabCreate a PO directly from OECreate a copy of the current OrderPrint an OE Invoice directly from AR Inquiry
    13. 13. Reverse GL BatchesIf you find any errors while reviewing the report content, youcan now quickly reverse an entire General Ledger Batch witha new option in Batch Entry, rather than just one entry
    14. 14. Multi-Company LicenseLower your total cost of ownership with Version 2012, whenmultiple Companies are accessed within Sage 300 ERP onthe same computer by the same User
    15. 15. Sage Advisor UpdatesSage Advisor Update notifies you when updates are availablefor 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
    16. 16. Schedule When to Check for View available Easily Download Updates updates Fixes and Updates
    17. 17. New Supported PlatformsMicrosoft– Windows 8– Office 2013– Small Business Server 2011Databases– Microsoft SQL Server 2012– Pervasive 11Virtualization Platforms– Microsoft Hyper-V
    18. 18. Report EnhancementsIC Inventory Worksheet – Exclude inactive inventory itemsIC Inventory Reconciliation Report –Exclude inactive inventoryitemsGL Chart of Accounts Reports - Exclude Inactive AccountsGL Transactions Listing Report - Filter by Range of FiscalYears on (in Product Update)
    19. 19. Checkbox to include orexclude Inactive Items inInventory Worksheet and Inventory Reconciliation Reports
    20. 20. Ability to ExcludeInactive Accounts fromGL Charts of Accounts Reports
    21. 21. Ability to Enter a Range of Fiscal Yearsin the GL Transactions Listing Report
    22. 22. IntegrationsSage CRM Sage Intelligence Reporting Sage PayrollSage Budgeting & Planning
    23. 23. Sage CRM v7.1 SP2 FunctionalityMulti-browser supportMail MergeDocument FilingSage CRM for TabletSales Commission Splitting
    24. 24. Sage Intelligence ReportingNew Designer Add-In Easier to use Better performance – in-memory processingNew Report TemplatesReport DistributionReporting TreesAutomatically installed with General Ledger
    25. 25. Multiple Multiple Years Budgets
    26. 26. Payroll Coming in aSage Source Product UpdateCalculate Garnishments on wagesChild support payments withsupport of electronic paymentsReport updatesEmployee Earning distribution –spilt employee earnings betweenseveral GL accountsWorkers compensation included asa regular tax - now calculatedduring payroll processing
    27. 27. Sage Source Coming in aIncluded with new Payroll Product UpdateEmployee self-service web portal to access Pay Stubs Company announcements
    28. 28. Sage Budgeting and PlanningShorter planning cycles through collaborative budgeting Security and access control Web accessibilitySeamless integration with ERP dataFunctionality Automated Consolidation Ability to handle “Rolling Forecasts” and copy forward Highly ConfigurableGreat Price/Value ratio
    29. 29. Connected ServicesSage Payments Sage Shipping by SmartLincSage Alerts byVineyardsoft
    30. 30. Connected, data Disconnected, Sageis moved into the these are Exchange payments hub. commodities. Portal Connected Sage Exchange Payments Hub PaymentPayment Connected ConnectedDevices Networks Connected Sage ERP Desktop PCI Free Zone
    31. 31. Sage Exchange PortalReal time updates of your consolidated payment activityacross entire organizationPlatform for electronic payment processing
    32. 32. Credit Card Swipe When Cards are Present
    33. 33. Mobile Cash PaymentsTurn your mobile phone into apayments deviceEnd-to-End encryption and PCIcompliant with a credit card reader soyou can get the lowest "card present"ratesNo additional fees for mobiletransactionsWorks on more than 400 mobiledevices
    34. 34. Mobile Cash Payments Optional „Card Swiper‟Securely login Optional signature capture for the lowest Enter amount, tax Add additional invoice credit card rate and tip if applicable information.
    35. 35. Sage Shipping by SmartLincMulti-Carrier solution UPS, FedEx, USPS – US and CanadaProduces carrier compliant shipping http://www.smartlinc.netlabelUpdates all ship data and costs backto ERP Tracking number Cost of ShipmentAutomatic email notification tocustomerMaintains shipping history
    36. 36. Sage Alerts by VineyardsoftBusiness Activity MonitoringNotifications to staff of criticalbusiness issuesIdentify trends of problems acrossthe entire system http://www.sageknowledgesync.comCombines and analyses informationfrom multiple systems
    37. 37. Learn more about Sage 300 ERP 300 ERP product blog http://sage300erpinsights.comSage 300 ERP documentation YouTube channel http://www.sageknowledgesync.comSageU YouTube Channel feature=plcp