Sage 100 User Group

1. Welcome!

2. Today’s Agenda
• Introduction and NAW – 9:00
• What’s New/What’s Ahead – 9:15
• Break (10:00)
• Getting at your Data – 10:15
• Tips & Tricks – 11:15

3. 180+ Business
Technology Architects
and Consultants
ERP/
Accounting
CRM &
Marketing
Automation
HRMS/
Employer Solutions
BI, Analytics &
Reporting
IT Road Mapping
& Strategic Planning
Business
Process Review
IT & Managed
Services
Cloud
Services
Document
Management
Nonprofit
Solutions Web Development
& e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
Ecosystem

4. Sage 100 2016
• New Features
• Sage 100c - A Look into the Future
• What’s Coming
• Support and Compatibility Schedule
• Upgrading … Why, When and How?

5. New Features in v2016
• User self-control over screen defaults
• Transfer documents between Batches
• Extended Descriptions for Miscellaneous Items
• SO Quote Expiration Date Calculation and Options
• New Options when promoting SO Quotes
• Expanded fields on Sales Orders
• Enhanced AP and AR Aging Reports
• Features to meet additional ACA Requirements
• Enhanced 128bit security in email configuration
• Additional Features in Task Scheduler
• Integration with latest version of CRM & Sage Payroll Services

6. Other Recently Added Features
• One Click journal reversal
• Expanded Vendor Name field & Added 1099 Fields
• Purchase Order History and Copy Purchase Orders
• Transaction Type controlled in Security
• Enhanced Security for Item Vendor Maintenance
• Copy Product Lines
• Copy From options for Inventory Items
• Print Full Comments on Registers & Journals
• New Customer/Vendor Memo button in SO/PO Entry
• Omit Orders on Hold when printing Orders
• Sort by Multiple Columns on Selection Screens

7. Other Recently Added Features
• Improved Color Control for multi-company users
• Out of Balance Warning on GL Detail Report
• Reprint “Quick Print” Checks
• Cash Receipt List Button
• Ship Via field added to Ship To Maintenance
• Alert when quantity packed and shipped don’t match
• Batch# added to “SO/PO Being Invoiced/Received”
• New Sort Option for auto-generate Purchase Orders
• Last Physical Date added to Item Maintenance
• Option to Synchronize Bill and Item Description

8. Sage 100c – A Glimpse into the Future
• Easier web-like interface
• Persistent web content for common destinations
• Application scaling to fit your enhanced screens
• Option for Subscription Licensing
Today…
Tomorrow…
• ????

9. Road Ahead
 v2016.2 (June 2016)
 Fixed Assets to framework
 Inactive warehouse feature
 In product approval and auto-configuration of payments settings
 v2017 (~late Oct 2016)
 Details at Summit 2016
 v2018 (~late 2017)
On Sage’s Horizon ???
 Payroll ???, Job Cost ???

10. Support & Compatibility
Sage 100 Version
100c 2016 2015 2014 2013 4.5
Support
Net@Work 09/16
Sage 09/16 11/15
Tax Tables & Hot Fixes 12/17 12/16 12/15 06/14
Product Updates 03/16 11/15 12/14 06/13
Workstation
Windows 10
Windows 8.1
Windows 8
Windows 7
Windows Vista
Server
Windows Server 2012 R2
Windows Server 2012
Windows Server 2008 R2
Windows Server 2008
Windows SB Server 2011
Windows SB Server 2008
Windows Server 2003 R2
Windows Server 2003

11. Upgrading … Why, When and How
Why
 New Features
 Excellent Add-ons (Alerts, GetX, Scanning, ExtSol, InstaDocs)
 Continued Support
 Hardware/Operating System
 “Kicking Can” leads to bigger cost down the road
When
 Now, before it becomes an emergency
How to get started
 Contact your Net@Work Account Manager

12. Sage 100 User Group
Mining Your Data

13. Mining Your Data
• Custom Reporting
• Advanced Lookup Engine (ALE)
• Business Insights Explorer (BIE)
• Visual Integrator (VI)
• Data from Excel
• Sage MAS Intelligence (SMI)
• DataSelf
Mining Your Data

14. Custom Reporting
(Crystal Reports)
Mining Your Data

15. Custom Reporting
• Modify an Existing MAS 90 Report
• Create a New Report
• Business Insights Reporter - Wizard
Mining Your Data – Custom ReportingMining Your Data – Custom Reporting

16. Advanced Lookup Engine
(ALE)
Mining Your Data

17. • Create Custom Look-Ups
• Create Ad-Hoc Reporting
• Filter based on selected fields
• Export to Excel
• Alt Z (Zoom)
Mining Your Data - ALEMining Your Data - ALE

18. Mining Your Data - ALE
Mining Your Data - ALE

19. Business Insights Explorer
(BIE)
Mining Your Data

20. • View various Data from 1 screen
• Ability to Filter
• Ability to Sort / Group
• Ability to Drill-Down
Mining Your Data - BIEMining Your Data - BIE

21. Navigation Pane
• Preview
• Explore
• Tasks
Mining Your Data - BIEMining Your Data - BIE

22. Mining Your Data - BIEMining Your Data - BIE

23. Visual Integrator
Mining Your Data

24. Extracting Data from Excel
Mining Your Data

25. • Convenient “universal” format – share data
with others within & outside the organization
– without granting access to your accounting
system & records
• Ability to easily perform further calculations
• Familiar and easy interchange with other
Microsoft Office Applications.
Mining Your Data - ExcelMining Your Data - Excel

26. Mining Your Data - ExcelMining Your Data - Excel

27. Sage MAS Intelligence
Mining Your Data

28. Mining Your Data - SMIMining Your Data - SMI

29. DataSelf
Mining Your Data

30. Mining Your Data - DataSelf
DataSelf provides:
- A powerful yet easy-to-use reporting solution
- Over 2,400 reports and KPIs
Empowers decision makers to easily access operational data
when and where it is needed.
Mining Your Data - DataSelf

31. Sage University – online, live, recorded, and classroom training
• http://www.sageu.com/mas90/
Sage MAS Community – Collaborate with other users
• http://community.sagemas.com/sagemas/
Videos on YouTube
• www.youtube.com/user/SageUERPLearning
Mining Your Data - ResourcesMining Your Data - Resources

32. Sage 100 User Group
Productivity Tips & Tricks

33. Sage 100 - Productivity Tips & Tricks
• Opening Tasks in a 2nd Company
• Security – Provides Controls
• Color Frames to Identify Company
• Using Soft Field to Categorize
• Using Inactive Feature
Sage 100 - Productivity Tips & Tricks

34. • Multiple Criteria in Reporting Selection
• Preventing Extended Description From Popping Up
• Adding a Button to Launch a Report From Another Screen
• Modifying Data Entry Screen Grids
Sage 100 - Productivity Tips & TricksSage 100 - Productivity Tips & Tricks

35. • Expense Distribution Tables
• Task Scheduler
• Business Reporter (Crystal for Dummies)
• Adding Task and External Program as Buttons on Toolbar
Sage 100 - Productivity Tips & TricksSage 100 - Productivity Tips & Tricks

36. Lisa Margolies Sean Munzert
Sage 100 Consulting Manager Client Care Manager
lmargolies@netatwork.com smunzert@netatwork.com
Chris Dorsey - Sr Consultant
cdorsey@netatwork.com
Account Managers:
Shaun Garrity – sgarrity@netatwork.com
Nicole Zandier – nzandier@netatwork.com
Stephanie Davis – sdavis@netatwork.com
Questions?