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


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Asyma E3 2012

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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 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 Register for FREE webcasts Sign up for Sage Intelligence and Excel Tips & Tricks
  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
  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 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 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 Free “what’s new” course on SageU For customers: For Partners go to: Product training > What’s New Sage 300 ERP product blog Sage 300 ERP documentation YouTube channel SageU YouTube Channel 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 Presenter Contact Information: Jamie Kandola