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Product Lifecycle Management
Alec Baghdasaryan
Session Number: SP-117
Wednesday, July 29th @ 11:45 am
Twitter: @iigservicesUSA
Information Integration Group, Inc.
Presentation by:
Alec Baghdasaryan ERP Product Specialist alec@iigservices.com
Bob Sosbee Senior Project Manager bobs@iigservices.com
Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com
Product Lifecycle Management
Developing Solutions for Sage Software Products since 1991
(For Sage 100 ERP and Sage 500 ERP)
www.iigservices.com
(877) 475-4092
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#SageSummit
The contents of this presentation were provided by the individual(s) and/or
company listed on the title page. The information and opinions presented in this
presentation may not represent the positions, strategies, or opinions of Sage.
Unless explicitly stated, Sage is not responsible for the content herein and no
endorsements are implied.
©2015 Sage Software, Inc. All rights reserved. Sage, the Sage logo, and any Sage
product and service names mentioned herein, are trademarks of Sage Software,
Inc. or its affiliates. All other names used in this presentation are for informational
purposes only and may be trademarks of their respective owners.
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Questions?
• Send any questions you may have about this session to the
following email by August 15:
ConferenceSessions.NA@sage.com
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Session survey
• Complete a survey for this session!
http://goo.gl/2MUPWW
Session code: SP-117
Session title: Expert Solutions for Business
6
#SageSummit
Introduction to IIG
• Founded in 1991
• Leading Sage Software partner, VAR, implementer and developer in SoCal
• 40+ employees, 80% technical
• Specialize in providing fully integrated solutions
• Publisher of Maestro Suite of Products for Sage 100 ERP
– Material Planning & Production, WO & MRP modules in Sage 100 ERP Premium (SQL)
– Warehouse Automation & Advanced Distribution Features for Sage 100 ERP
– Field Services Automation for Sage 100 ERP and Sage 500 ERP
– Rental Management for Sage 100 ERP and Sage 500 ERP
– Apparel – Product Life Cycle Management
• Supporting 1000+ customers across North America
• Supporting 100+ resellers across North America
• Sage Software Development Partner
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#SageSummit
Comprehensive end-to-end Solutions
• Web / Mobile solutions based on SData Web/Mobility Platforms
– 100% use of Business Objects Technology
– Client Agnostic Solutions (iPad, iPhone, Android, Surface)
• Sage CRM – our solutions integrate with Sage CRM – such as Service/ RMA
• Sage Inventory Advisor (Inventory Forecasting & Planning) – link to MPP for demand
– Load data info Material Requirement Planning dashboard from SIA
• Sage Intelligence (Financial Reporting)
– Pull data from IIG enhancements into generated reports
• Sage Sales Tax by Avalara (AvaTax)
• Sage Fixed Assets
• Sage Alerts and Workflow by Vineyardsoft (KnowledgeSync)
• Sage HRMS – HR, Payroll, Time & Attendance Mgmt
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#SageSummit
Comprehensive end-to-end Solutions – Other ISV
• Warehouse operation improvements for EDI based transactions
– SWK Mapadoc
– HighJump True Commerce
• Shipping automation enhancements supporting number of 3rd party shipping systems
– StarShip by V-Technologies
– Malvern
– Clipership Shipping Software
– SmartLink Shipping
• IIG enhancements Integration with popular eCommerce systems
– Integration of IIG’s Apparel and POS enhancements with Website Pipelines
– Integration of IIG’s Credit Card enhancement with Magento
• Advanced CC, POS - Sage Payment Solutions, VeriFone & Pay Assist
Process
Manufacturing
Sales Order Entry
Sage
Mobile
EDI eCommercePOS
Sales Force
Automation
Distribution
Discrete
Manufacturing
Purchasing
Landed Cost
Tracking
Container
Tracking
Apparel Processing
Rate Shopping / Palletized
Shipping
Multi-
Currency
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
Core / Royalty / Rebate / Consignment Goods
Rental Order Processing
Multi-Currency Processing
 Pricing
 Counters
Multi-Location Order
Processing
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Process
Manufacturing
Process
Manufacturing
Discrete
Manufacturing
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Drag & Drop Scheduling Board
Container
Tracking
Multi-
Currency
Live Demand calculation based on BOM All
Level
Preventive Maintenance
Job/Project Costing
Installation Management
Warranty RMA &
Service
Field Service Operations
Production /
Procurement
Process
Manufacturing
Recipe
Management
Discrete
Manufacturing
Material Requirement Planning
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Container
Tracking
Live Demand calculation based on BOM All
Level
Product Lifecycle Management
EDI eCommercePOS
Sales Force
Automation
Product Lifecycle Management
Production /
Procurement
Material Requirement Planning
Live Demand calculation based on BOM All
Level
Product Lifecycle Management
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#SageSummit
Material Planning & Production
• Ability to view Material Requirements, based on actual LIVE transactions (not based
on information updated as of last night)
• Quantity to produce or purchase is calculated based on entered MRP run parameters
and BOM entries (all levels). Parameters include:
– Calculate requirements based on an entered Sales Order Ship Date
– Calculate requirements based on Min/Max/EOQ values by warehouse
• Ability to auto-generate Purchase Orders for MRP run values calculated
• Ability to generate Work Orders:
– For finished good requirements of the MRP run
– For WIP/Sub-assemblies required to manufacture planned FG items
• Ability to auto schedule Work Orders based on preferred machine and calculated run
time
• Ability to create Work Orders from the Sales Order Entry program
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#SageSummit
MRP – Calculate Quantity to Produce/Purchase
Selection filters are used to manage the MRP runs
Requirements calculated are loaded into a grid. Users have the option
to manually adjust the demand calculated
Purchase and work orders can be auto
generated for the selected items
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#SageSummit
MRP Inquires from Calculate Quantity to Produce / Purchase
• Drill downs available to:
– Inventory Inquiry
– BOM Entry
– Where Used
– Vendor Activity
– MRP Display
– Item’s mold/machine setup
Product Lifecycle Management
Production /
Procurement
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Material Requirement Planning
Drag & Drop Scheduling Board
Live Demand calculation based on BOM All
Level
Discrete
Manufacturing
Manufacturing
Product Lifecycle Management
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#SageSummit
WO Generation & Scheduling Options
• Create Work Orders from the Calculate Quantity to Produce / Purchase
Screen
• Create Work Orders and Auto Schedule based on entered day/shift
information
• Create Work Orders using Scheduling Board based on finalized demands
in Calculate Quantity to Produce / Purchase Screen
• Create Work Orders from Sales Order Entry Program
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#SageSummit
WO Generation from Sales Order Entry
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#SageSummit
WO Generation from Scheduling Board
Work orders can be generated by dragging and dropping the items into
machine columns.
Items selected by the Production
Requirements Calculation program are
loaded into a panel on the board.
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#SageSummit
Drag & Drop Scheduling Board
Work Orders generated can be viewed and re-scheduled by dragging
and dropping them from one day to another or from one machine/work
center to another
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#SageSummit
Process Manufacturing
• Manage batch sizes, enter component amounts by quantity or by
percentage
• Maintain components by type – brine, ingredient, label, packaging
• Maintain Sample, Production and Archive recipes
• Trace finished goods to raw material used / Recall Management
• Create multiple finished goods for the work order
• Enter Notes / instruction for production work orders
• Auto generated work orders based on demand
Product Lifecycle Management
Production /
Procurement
Material Requirement Planning
Landed Cost
Tracking
Live Demand calculation based on BOM All
Level
Product Lifecycle Management
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Drag & Drop Scheduling Board
Discrete
Manufacturing
Manufacturing
Container
Tracking
Multi-
Currency
Purchasing
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#SageSummit
Review Requirements – Generate Purchase Orders
• Access to pas historical information from the dashboard
• Change calculated numbers
• Generate purchase orders
Auto Generate Purchase Order
Maintain calculated quantity for FG and
Raw Material
Drill down to past vendor activity
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#SageSummit
Logistics – Container Tracking
• Created Landed Cost transaction based on vessel's bill of lading
• Load all or selected items in full or partially into created Landed
Cost transaction
• Allocate expenses entered for each container to items in the
container (as received). Create AP Invoices for entered invoices
• Receive inventory into in-transit warehouse for FOB Foreign Dock
purchase orders
• Duty classification entry by item. Auto loading of entered duty into
Landed Cost transactions
• Enter orders against inventory in transit
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#SageSummit
Multi-Currency Processing – AP / PO
• Processing purchase orders and payments in different currencies
• Exchange rates are entered by day for each currency code
• Vendors can be setup to use the entered exchange rate or a fixed rate by vendor
• Payment amounts can be finalized based on the exchange rate at the time of invoice entry
or check creation
• Purchase orders can be entered at the domestic or foreign currency
• The Inventory Maintenance program displays the costing information in both base and
foreign currencies
• Purchase orders can be generated in foreign currency and information in foreign currency
is printed on purchasing and accounts payable aging and check selection reports.
Product Lifecycle Management
Sales Order Entry
EDI eCommercePOS
Sales Force
Automation
Production /
Procurement Distribution
Material Requirement Planning
Live Demand calculation based on BOM All
Level
Product Lifecycle Management
Landed Cost
Tracking
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Drag & Drop Scheduling Board
Discrete
Manufacturing
Manufacturing
Container
Tracking
Multi-
Currency
Purchasing
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#SageSummit
Point of Sale / Enhanced Credit Card Processing
• Replacement for PC Charge using IIG’s PayWare Connect Integration
• Fast Sale feature for POS allows for quick generation of invoices
• Process high volume transactions
• Integration with Bank Reconciliation
• Deposit Processing - apply payments to one or
many sales orders, invoices or on-account
• Cash Drawer Reconciliation
• Post deposits to GL Liab Account
• Cashier Functions
• Multi-location (store) processing
• Debit and Gift Card processing
• PCI 3.0 compliant
• Card Terminal integration
• Can have 1,000’s of deposits
per order.
• Full logging of all activity
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#SageSummit
POINT System Terminal
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#SageSummit
IIG Credit Card Features
• Uses VeriFone PAYware Connect which links to over a dozen card processor
networks.
• Multiple simultaneous transactions at the same time.
• Secure vault for cards which can be used on any of the card processor networks. No
card data is stored in the customer’s system.
• Support for chip and pin processing terminals using the VeriFone POINT system for
ease of set up and maintenance.
• The POINT system does secure encryption of card data which never enters the
merchant’s system.
• PCI 3.0 compliant.
• For resellers, works with Sage Payments through the TSYS portal & directly.
• Support for ACH payments and refunds.
• Support for Gift Card processing.
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#SageSummit
IIG Magento Integration
• Creation of a new customer number numbers in Sage 100 for new customers
• Auto create sales orders in Sage 100 based on processed transactions in Magento
• Orders are generated using either flat files imports or live link created using Magento API
and Sage 100 Sdata
• Credit Card information such as tokenized number, authorization number and amount is
loaded into Sage 100
• Sales tax information from Magento is mapped into Sage 100
• Magento shipping codes are mapped to Sage 100 using Web Shipping Method field added
to the Shipping Rate Maintenance program
• Sage 100 invoice number is loaded into Magento as orders are invoiced in Sage 100
• Magento order number is loaded into Sage 100 Customer PO field
Product Lifecycle Management
Sales Order Entry
Sage
Mobile
Production /
Procurement Distribution
Rate Shopping / Palletized
Shipping
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
 Pricing
 Counters
Multi-Location Order
Processing
Material Requirement Planning
Live Demand calculation based on BOM All
Level
Product Lifecycle Management
EDI eCommercePOS
Sales Force
Automation
Landed Cost
Tracking
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Drag & Drop Scheduling Board
Discrete
Manufacturing
Manufacturing
Container
Tracking
Multi-
Currency
Purchasing
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#SageSummit
Advanced Distribution – Multiple Bin
• Multiple Bin Locations for an item in a warehouse
– Track inventory stored in multiple bin locations in a
warehouse
– Manage bin replenishments – transfer from bulk to pick
– Item availability management by bin location
– Traveler bin processing for staging products for orders or
moving staged products in one process
– Printing of bin labels
– Support for RF devices
– Support for Wave Picking
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#SageSummit
Advanced Distribution – Multiple Bin
Auto allocate inventory from bins during Sales Order
Entry or Pick Ticket printing based on:
 Zone
 Smallest quantity
 Bin type
 Received date (FIFO)
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#SageSummit
Advanced Distribution – Advanced Bin Mgmt
 Bin Transfer Program
 Wave Picking
 Traveler Bin Support
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#SageSummit
• Allocation of bins to items in Shipping Data and Receipts of Goods Entry programs
Advanced Distribution Functionalities
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#SageSummit
Inventory Allocation / Release BO
• Manual allocation of inventory to orders (in addition to quantity
committed managed by Sage 100 ERP)
• Process future orders – no inventory is allocated to the order – set
flag at header level or auto set based on ship date
• Auto nightly allocation of inventory based on ship date & customer
priority
• Allocate inventory received to orders based on customer priority or
scheduled ship date
• Print pick tickets based on inventory allocated to orders
• Processing orders based on quantity allocated – Shipping Data
Entry
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#SageSummit
Advanced Distribution – Shipping Options
• Detailed tracking of all parcels and
pallets by carrier tracking # or PRO#
• , including cancelled packages
• Automatic COD processing by
terms code
• Tracking of caneled packages by
reason code
• Links with most shipping software
(Starship/Malvern/SmartLinc)
• Links to the IIG UPC to speed processing of cases and pallets.
• ASN tracking of products from the point of shipping (True Commerce / Mapadoc).
• Ability to process on behalf of another merchant on their UPS or FedEx account
(Amazon)
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#SageSummit
Advanced Distribution – Shipping Options
• Carrier Interface & BOL Settings
• BOL and Master BOL processing (Short form/VICS)
• Small Parcel and LTL/TL processing (all major and regional carriers).
• Validated box level tracking of product shipped on any pallet.
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#SageSummit
Customer Shipping Options Setup
• Customer level settings for freight charges and shipping rule setup
• Custom packing sheets by customer or blind shipment packing sheets
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#SageSummit
Item Shipping Options Setup
Settings for:
• Item Tare for rating
• Freight Class and NMFC
codes
• HAZMAT information
• International commodity
codes and NAFTA required
fields
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#SageSummit
Advanced Distribution – Order Entry
Customer and item shipping setup
options are used as defaults and can be
changed at the order level.
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#SageSummit
Advanced Distribution – Rate Shopping
Sales Order Entry program will allow for rate shopping.
Item, quantity and ship-via Information from the Sales Order will be used to obtain the
shipping rate for the order.
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#SageSummit
Advanced Distribution Functionalities
• Multi Warehouse Functionality
• Inter-Warehouse Transfer Processing – Sales Orders or Inventory Transfer Transactions
• Transaction counters by Warehouse
• Support for special pricing by warehouse
• Centralized Purchasing for Locations
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#SageSummit
Warehouse RF Automation for all operations
• Supported functions:
– Shipping Data Entry
– Receipt of Good Entry
– Inventory Cycles Counts
– Inventory Transfers
– Bin Transfers
– Palletized Shipping
– Traveler Bins
• Integrates with
– Shipping System Integration
– Multiple Bin Location for each item in
a warehouse
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#SageSummit
Advanced Distribution - Item / UPC Setup
 Tracking of UPC code by Unit of Measure
 UPC Processing with ITF-14 functions
Product Lifecycle Management
Process
Manufacturing
Sales Order Entry
Sage
Mobile
EDI eCommercePOS
Sales Force
Automation
Production /
Procurement Distribution
Discrete
Manufacturing
Purchasing
Landed Cost
Tracking
Container
Tracking
Rate Shopping / Palletized
Shipping
Multi-
Currency
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
 Pricing
 Counters
Multi-Location Order
Processing
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Process
Manufacturing
Process
Manufacturing
Discrete
Manufacturing
Material Requirement Planning
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Drag & Drop Scheduling Board
Container
Tracking
Multi-
Currency
Live Demand calculation based on BOM All
Level
Apparel Processing
Product Lifecycle Management
EDI eCommercePOS
Sales Force
Automation
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#SageSummit
Apparel Processing
 Size and color tracking functionality by style in:
 Sales Order Processing
 Purchase Order Processing
 Inventory Management
 RMA
 BOM
 Ship items by scanning bar codes assigned to specific size and color
 Process pre-packs by item or specific customer
 Inventory replenishment and sales tracking by style and size and color
 Inventory allocation by order ship date and customer priority. Ability to process future
orders
 Optional features:
 Container Tracking – duty and advanced landed cost calculations
 Sample / Design Pack production management
 EDI interface using UPC codes
 eCommerce – interface with Website Pipeline
Product Lifecycle Management
Process
Manufacturing
Sales Order Entry
Sage
Mobile
EDI eCommercePOS
Sales Force
Automation
Production /
Procurement Distribution
Discrete
Manufacturing
Purchasing
Landed Cost
Tracking
Container
Tracking
Rate Shopping / Palletized
Shipping
Multi-
Currency
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
 Pricing
 Counters
Multi-Location Order
Processing
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Process
Manufacturing
Process
Manufacturing
Discrete
Manufacturing
Material Requirement Planning
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Drag & Drop Scheduling Board
Container
Tracking
Multi-
Currency
Live Demand calculation based on BOM All
Level
Apparel Processing
Product Lifecycle Management
EDI eCommercePOS
Sales Force
Automation
47
#SageSummit
Multi-Currency Processing – A/R & S/O
• Processing sales orders and cash receipts in foreign currencies
• Exchange rates are entered by day for each currency code
• Customers can be setup to use the entered exchange rate or a fixed rate by customer
• Payment amounts can be finalized based on the exchange rate at the time of or- der entry
or cash receipts
• Sales orders can be entered in the base or foreign currency, the sales order and invoice
amounts can be printed in currency code entered for the sales order / customer.
• Cash Receipts information can be entered in the base or foreign currency and any variances
due to the exchange rate is posted to GL. The Sales Order / Quote History display the
information in foreign currency.
• This solution also has the ability to summarize rates in a separate company.
Product Lifecycle Management
Process
Manufacturing
Sales Order Entry
Sage
Mobile
EDI eCommercePOS
Sales Force
Automation
Production /
Procurement Distribution
Discrete
Manufacturing
Purchasing
Landed Cost
Tracking
Container
Tracking
Rate Shopping / Palletized
Shipping
Multi-
Currency
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
 Pricing
 Counters
Multi-Location Order
Processing
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Process
Manufacturing
Process
Manufacturing
Discrete
Manufacturing
Material Requirement Planning
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Drag & Drop Scheduling Board
Container
Tracking
Multi-
Currency
Live Demand calculation based on BOM All
Level
Apparel Processing Rental Order Processing
Product Lifecycle Management
EDI eCommercePOS
Sales Force
Automation
49
#SageSummit
Rental Order Processing
• Time based inventory availability display. Ability to drill down into rental
orders for a given date range
• User Defined Billing Periods - day, week, or month
• Ability to generate invoices in advance, upon return or periodically
• Ability to enter rental billing information for each line item on rental order
• Ability to sale and rent on the same rental order
• Ability to process early returns, partial returns or late returns
• Ability to rent kits, packages (rents with) or optional configuration of
products
• Ability to track history of serialized items
• Ability to process product swaps
• Sub Rental Processing
• Full Integration with IIG Crewing and POS modules
“Sage 100 ERP with IIG’s Rental,
Advanced Credit Card Processing, and
Service solutions made it possible for
us to triple in size in three years. It’s
the best business decision we ever
made.”
- Bob Moayeri,
Vision Communications
50
#SageSummit
Advanced Distribution – Other
• Invoice/Sales Order Email Spooler with detailed tracking links
• Order Process Tracking
– Tracks all changes to orders by user and time.
– See in detail when an order was entered, changed, shipped, printed, completed, or deleted.
• Pick Ticket/Sales Order Spoolers
– Automatically prints pick tickets or orders as they are released if not on hold.
• Consignment Goods Tracking – Vendors & Customers
• Core Processing
– Tracks cores and return of cores.
– Tracking and billing of core charges by item.
• Royalty Processing
• Rebate Processing
Product Lifecycle Management
Process
Manufacturing
Sales Order Entry
Sage
Mobile
EDI eCommercePOS
Sales Force
Automation
Production /
Procurement Distribution
Discrete
Manufacturing
Purchasing
Landed Cost
Tracking
Container
Tracking
Apparel Processing
Rate Shopping / Palletized
Shipping
Multi-
Currency
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
Core / Royalty / Rebate / Consignment Goods
Rental Order Processing
Multi-Currency Processing
 Pricing
 Counters
Multi-Location Order
Processing
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Process
Manufacturing
Process
Manufacturing
Discrete
Manufacturing
Material Requirement Planning
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Drag & Drop Scheduling Board
Container
Tracking
Multi-
Currency
Live Demand calculation based on BOM All
Level
Preventive Maintenance
Job/Project Costing
Installation Management
Warranty RMA &
Service
Field Service Operations
Product Lifecycle Management
EDI eCommercePOS
Sales Force
Automation
Field Service Management
• User configurable Dispatch Board
• Quick entry and dispatching of tasks
• Management of installation process
• Auto task generation for preventive maintenance
contracts
• Tracking inventory at customer site
• Skill matching – task’s requirements against
technician’s skill
• Field Data collection using handheld devices (iPad,
iPhone, Android, MS Surface, other tablet PCs)
• Customer signature capture in the field
• Auto creation of tasks based on Bill of Material and
linked routing settings
• Historical repair display and tracking of warranty
coverage for equipment on site
• Listing of parts needed for the service call
• Integration with MapQuest and GPS Devices
53
#SageSummit
Questions and Answers
Thank you
www.iigservices.com
(877) 475-4092
Presentation by:
Alec Baghdasaryan ERP Product Specialist alec@iigservices.com
Bob Sosbee Senior Implementation Analyst bobs@iigservices.com
Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com
Product Lifecycle Management
Process
Manufacturing
Sales Order Entry
Sage
Mobile
EDI eCommercePOS
Sales Force
Automation
Production /
Procurement Distribution
Discrete
Manufacturing
Purchasing
Landed Cost
Tracking
Container
Tracking
Apparel Processing
Rate Shopping / Palletized
Shipping
Multi-
Currency
Advanced Distribution Bundle
RF Based Warehouse
Automation
Rate Shopping
Multi-bin Locations for an
item in the WHSE
Shipping System Integration
Core / Royalty / Rebate / Consignment Goods
Rental Order Processing
Multi-Currency Processing
 Pricing
 Counters
Multi-Location Order
Processing
Process
Manufacturing
Auto Work Order Generation /
Scheduling
Shop Floor Control
Recipe
Management
Process
Manufacturing
Process
Manufacturing
Discrete
Manufacturing
Material Requirement Planning
Purchasing
Container
Tracking
Landed Cost
Tracking
Manufacturing
Drag & Drop Scheduling Board
Container
Tracking
Multi-
Currency
Live Demand calculation based on BOM All
Level
Preventive Maintenance
Job/Project Costing
Installation Management
Warranty RMA &
Service
Field Service Operations
EDI eCommercePOS
Sales Force
Automation
Thank you
Expert Solutions for Business
Alec Baghdasaryan
Session Number: SP-117
Wednesday, July 29th @ 11:45 am
Twitter: @iigservicesUSA

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2015 Sage Summit IIG session- Product Lifecycle Management

  • 1. Product Lifecycle Management Alec Baghdasaryan Session Number: SP-117 Wednesday, July 29th @ 11:45 am Twitter: @iigservicesUSA
  • 2. Information Integration Group, Inc. Presentation by: Alec Baghdasaryan ERP Product Specialist alec@iigservices.com Bob Sosbee Senior Project Manager bobs@iigservices.com Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com Product Lifecycle Management Developing Solutions for Sage Software Products since 1991 (For Sage 100 ERP and Sage 500 ERP) www.iigservices.com (877) 475-4092
  • 3. 3 #SageSummit The contents of this presentation were provided by the individual(s) and/or company listed on the title page. The information and opinions presented in this presentation may not represent the positions, strategies, or opinions of Sage. Unless explicitly stated, Sage is not responsible for the content herein and no endorsements are implied. ©2015 Sage Software, Inc. All rights reserved. Sage, the Sage logo, and any Sage product and service names mentioned herein, are trademarks of Sage Software, Inc. or its affiliates. All other names used in this presentation are for informational purposes only and may be trademarks of their respective owners.
  • 4. 4 #SageSummit Questions? • Send any questions you may have about this session to the following email by August 15: ConferenceSessions.NA@sage.com
  • 5. 5 #SageSummit Session survey • Complete a survey for this session! http://goo.gl/2MUPWW Session code: SP-117 Session title: Expert Solutions for Business
  • 6. 6 #SageSummit Introduction to IIG • Founded in 1991 • Leading Sage Software partner, VAR, implementer and developer in SoCal • 40+ employees, 80% technical • Specialize in providing fully integrated solutions • Publisher of Maestro Suite of Products for Sage 100 ERP – Material Planning & Production, WO & MRP modules in Sage 100 ERP Premium (SQL) – Warehouse Automation & Advanced Distribution Features for Sage 100 ERP – Field Services Automation for Sage 100 ERP and Sage 500 ERP – Rental Management for Sage 100 ERP and Sage 500 ERP – Apparel – Product Life Cycle Management • Supporting 1000+ customers across North America • Supporting 100+ resellers across North America • Sage Software Development Partner
  • 7. 7 #SageSummit Comprehensive end-to-end Solutions • Web / Mobile solutions based on SData Web/Mobility Platforms – 100% use of Business Objects Technology – Client Agnostic Solutions (iPad, iPhone, Android, Surface) • Sage CRM – our solutions integrate with Sage CRM – such as Service/ RMA • Sage Inventory Advisor (Inventory Forecasting & Planning) – link to MPP for demand – Load data info Material Requirement Planning dashboard from SIA • Sage Intelligence (Financial Reporting) – Pull data from IIG enhancements into generated reports • Sage Sales Tax by Avalara (AvaTax) • Sage Fixed Assets • Sage Alerts and Workflow by Vineyardsoft (KnowledgeSync) • Sage HRMS – HR, Payroll, Time & Attendance Mgmt
  • 8. 8 #SageSummit Comprehensive end-to-end Solutions – Other ISV • Warehouse operation improvements for EDI based transactions – SWK Mapadoc – HighJump True Commerce • Shipping automation enhancements supporting number of 3rd party shipping systems – StarShip by V-Technologies – Malvern – Clipership Shipping Software – SmartLink Shipping • IIG enhancements Integration with popular eCommerce systems – Integration of IIG’s Apparel and POS enhancements with Website Pipelines – Integration of IIG’s Credit Card enhancement with Magento • Advanced CC, POS - Sage Payment Solutions, VeriFone & Pay Assist
  • 9. Process Manufacturing Sales Order Entry Sage Mobile EDI eCommercePOS Sales Force Automation Distribution Discrete Manufacturing Purchasing Landed Cost Tracking Container Tracking Apparel Processing Rate Shopping / Palletized Shipping Multi- Currency Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration Core / Royalty / Rebate / Consignment Goods Rental Order Processing Multi-Currency Processing  Pricing  Counters Multi-Location Order Processing Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Process Manufacturing Process Manufacturing Discrete Manufacturing Purchasing Container Tracking Landed Cost Tracking Manufacturing Drag & Drop Scheduling Board Container Tracking Multi- Currency Live Demand calculation based on BOM All Level Preventive Maintenance Job/Project Costing Installation Management Warranty RMA & Service Field Service Operations Production / Procurement Process Manufacturing Recipe Management Discrete Manufacturing Material Requirement Planning Purchasing Container Tracking Landed Cost Tracking Manufacturing Container Tracking Live Demand calculation based on BOM All Level Product Lifecycle Management EDI eCommercePOS Sales Force Automation
  • 10. Product Lifecycle Management Production / Procurement Material Requirement Planning Live Demand calculation based on BOM All Level Product Lifecycle Management
  • 11. 11 #SageSummit Material Planning & Production • Ability to view Material Requirements, based on actual LIVE transactions (not based on information updated as of last night) • Quantity to produce or purchase is calculated based on entered MRP run parameters and BOM entries (all levels). Parameters include: – Calculate requirements based on an entered Sales Order Ship Date – Calculate requirements based on Min/Max/EOQ values by warehouse • Ability to auto-generate Purchase Orders for MRP run values calculated • Ability to generate Work Orders: – For finished good requirements of the MRP run – For WIP/Sub-assemblies required to manufacture planned FG items • Ability to auto schedule Work Orders based on preferred machine and calculated run time • Ability to create Work Orders from the Sales Order Entry program
  • 12. 12 #SageSummit MRP – Calculate Quantity to Produce/Purchase Selection filters are used to manage the MRP runs Requirements calculated are loaded into a grid. Users have the option to manually adjust the demand calculated Purchase and work orders can be auto generated for the selected items
  • 13. 13 #SageSummit MRP Inquires from Calculate Quantity to Produce / Purchase • Drill downs available to: – Inventory Inquiry – BOM Entry – Where Used – Vendor Activity – MRP Display – Item’s mold/machine setup
  • 14. Product Lifecycle Management Production / Procurement Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Material Requirement Planning Drag & Drop Scheduling Board Live Demand calculation based on BOM All Level Discrete Manufacturing Manufacturing Product Lifecycle Management
  • 15. 15 #SageSummit WO Generation & Scheduling Options • Create Work Orders from the Calculate Quantity to Produce / Purchase Screen • Create Work Orders and Auto Schedule based on entered day/shift information • Create Work Orders using Scheduling Board based on finalized demands in Calculate Quantity to Produce / Purchase Screen • Create Work Orders from Sales Order Entry Program
  • 17. 17 #SageSummit WO Generation from Scheduling Board Work orders can be generated by dragging and dropping the items into machine columns. Items selected by the Production Requirements Calculation program are loaded into a panel on the board.
  • 18. 18 #SageSummit Drag & Drop Scheduling Board Work Orders generated can be viewed and re-scheduled by dragging and dropping them from one day to another or from one machine/work center to another
  • 19. 19 #SageSummit Process Manufacturing • Manage batch sizes, enter component amounts by quantity or by percentage • Maintain components by type – brine, ingredient, label, packaging • Maintain Sample, Production and Archive recipes • Trace finished goods to raw material used / Recall Management • Create multiple finished goods for the work order • Enter Notes / instruction for production work orders • Auto generated work orders based on demand
  • 20. Product Lifecycle Management Production / Procurement Material Requirement Planning Landed Cost Tracking Live Demand calculation based on BOM All Level Product Lifecycle Management Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Drag & Drop Scheduling Board Discrete Manufacturing Manufacturing Container Tracking Multi- Currency Purchasing
  • 21. 21 #SageSummit Review Requirements – Generate Purchase Orders • Access to pas historical information from the dashboard • Change calculated numbers • Generate purchase orders Auto Generate Purchase Order Maintain calculated quantity for FG and Raw Material Drill down to past vendor activity
  • 22. 22 #SageSummit Logistics – Container Tracking • Created Landed Cost transaction based on vessel's bill of lading • Load all or selected items in full or partially into created Landed Cost transaction • Allocate expenses entered for each container to items in the container (as received). Create AP Invoices for entered invoices • Receive inventory into in-transit warehouse for FOB Foreign Dock purchase orders • Duty classification entry by item. Auto loading of entered duty into Landed Cost transactions • Enter orders against inventory in transit
  • 23. 23 #SageSummit Multi-Currency Processing – AP / PO • Processing purchase orders and payments in different currencies • Exchange rates are entered by day for each currency code • Vendors can be setup to use the entered exchange rate or a fixed rate by vendor • Payment amounts can be finalized based on the exchange rate at the time of invoice entry or check creation • Purchase orders can be entered at the domestic or foreign currency • The Inventory Maintenance program displays the costing information in both base and foreign currencies • Purchase orders can be generated in foreign currency and information in foreign currency is printed on purchasing and accounts payable aging and check selection reports.
  • 24. Product Lifecycle Management Sales Order Entry EDI eCommercePOS Sales Force Automation Production / Procurement Distribution Material Requirement Planning Live Demand calculation based on BOM All Level Product Lifecycle Management Landed Cost Tracking Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Drag & Drop Scheduling Board Discrete Manufacturing Manufacturing Container Tracking Multi- Currency Purchasing
  • 25. 25 #SageSummit Point of Sale / Enhanced Credit Card Processing • Replacement for PC Charge using IIG’s PayWare Connect Integration • Fast Sale feature for POS allows for quick generation of invoices • Process high volume transactions • Integration with Bank Reconciliation • Deposit Processing - apply payments to one or many sales orders, invoices or on-account • Cash Drawer Reconciliation • Post deposits to GL Liab Account • Cashier Functions • Multi-location (store) processing • Debit and Gift Card processing • PCI 3.0 compliant • Card Terminal integration • Can have 1,000’s of deposits per order. • Full logging of all activity
  • 27. 27 #SageSummit IIG Credit Card Features • Uses VeriFone PAYware Connect which links to over a dozen card processor networks. • Multiple simultaneous transactions at the same time. • Secure vault for cards which can be used on any of the card processor networks. No card data is stored in the customer’s system. • Support for chip and pin processing terminals using the VeriFone POINT system for ease of set up and maintenance. • The POINT system does secure encryption of card data which never enters the merchant’s system. • PCI 3.0 compliant. • For resellers, works with Sage Payments through the TSYS portal & directly. • Support for ACH payments and refunds. • Support for Gift Card processing.
  • 28. 28 #SageSummit IIG Magento Integration • Creation of a new customer number numbers in Sage 100 for new customers • Auto create sales orders in Sage 100 based on processed transactions in Magento • Orders are generated using either flat files imports or live link created using Magento API and Sage 100 Sdata • Credit Card information such as tokenized number, authorization number and amount is loaded into Sage 100 • Sales tax information from Magento is mapped into Sage 100 • Magento shipping codes are mapped to Sage 100 using Web Shipping Method field added to the Shipping Rate Maintenance program • Sage 100 invoice number is loaded into Magento as orders are invoiced in Sage 100 • Magento order number is loaded into Sage 100 Customer PO field
  • 29. Product Lifecycle Management Sales Order Entry Sage Mobile Production / Procurement Distribution Rate Shopping / Palletized Shipping Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration  Pricing  Counters Multi-Location Order Processing Material Requirement Planning Live Demand calculation based on BOM All Level Product Lifecycle Management EDI eCommercePOS Sales Force Automation Landed Cost Tracking Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Drag & Drop Scheduling Board Discrete Manufacturing Manufacturing Container Tracking Multi- Currency Purchasing
  • 30. 30 #SageSummit Advanced Distribution – Multiple Bin • Multiple Bin Locations for an item in a warehouse – Track inventory stored in multiple bin locations in a warehouse – Manage bin replenishments – transfer from bulk to pick – Item availability management by bin location – Traveler bin processing for staging products for orders or moving staged products in one process – Printing of bin labels – Support for RF devices – Support for Wave Picking
  • 31. 31 #SageSummit Advanced Distribution – Multiple Bin Auto allocate inventory from bins during Sales Order Entry or Pick Ticket printing based on:  Zone  Smallest quantity  Bin type  Received date (FIFO)
  • 32. 32 #SageSummit Advanced Distribution – Advanced Bin Mgmt  Bin Transfer Program  Wave Picking  Traveler Bin Support
  • 33. 33 #SageSummit • Allocation of bins to items in Shipping Data and Receipts of Goods Entry programs Advanced Distribution Functionalities
  • 34. 34 #SageSummit Inventory Allocation / Release BO • Manual allocation of inventory to orders (in addition to quantity committed managed by Sage 100 ERP) • Process future orders – no inventory is allocated to the order – set flag at header level or auto set based on ship date • Auto nightly allocation of inventory based on ship date & customer priority • Allocate inventory received to orders based on customer priority or scheduled ship date • Print pick tickets based on inventory allocated to orders • Processing orders based on quantity allocated – Shipping Data Entry
  • 35. 35 #SageSummit Advanced Distribution – Shipping Options • Detailed tracking of all parcels and pallets by carrier tracking # or PRO# • , including cancelled packages • Automatic COD processing by terms code • Tracking of caneled packages by reason code • Links with most shipping software (Starship/Malvern/SmartLinc) • Links to the IIG UPC to speed processing of cases and pallets. • ASN tracking of products from the point of shipping (True Commerce / Mapadoc). • Ability to process on behalf of another merchant on their UPS or FedEx account (Amazon)
  • 36. 36 #SageSummit Advanced Distribution – Shipping Options • Carrier Interface & BOL Settings • BOL and Master BOL processing (Short form/VICS) • Small Parcel and LTL/TL processing (all major and regional carriers). • Validated box level tracking of product shipped on any pallet.
  • 37. 37 #SageSummit Customer Shipping Options Setup • Customer level settings for freight charges and shipping rule setup • Custom packing sheets by customer or blind shipment packing sheets
  • 38. 38 #SageSummit Item Shipping Options Setup Settings for: • Item Tare for rating • Freight Class and NMFC codes • HAZMAT information • International commodity codes and NAFTA required fields
  • 39. 39 #SageSummit Advanced Distribution – Order Entry Customer and item shipping setup options are used as defaults and can be changed at the order level.
  • 40. 40 #SageSummit Advanced Distribution – Rate Shopping Sales Order Entry program will allow for rate shopping. Item, quantity and ship-via Information from the Sales Order will be used to obtain the shipping rate for the order.
  • 41. 41 #SageSummit Advanced Distribution Functionalities • Multi Warehouse Functionality • Inter-Warehouse Transfer Processing – Sales Orders or Inventory Transfer Transactions • Transaction counters by Warehouse • Support for special pricing by warehouse • Centralized Purchasing for Locations
  • 42. 42 #SageSummit Warehouse RF Automation for all operations • Supported functions: – Shipping Data Entry – Receipt of Good Entry – Inventory Cycles Counts – Inventory Transfers – Bin Transfers – Palletized Shipping – Traveler Bins • Integrates with – Shipping System Integration – Multiple Bin Location for each item in a warehouse
  • 43. 43 #SageSummit Advanced Distribution - Item / UPC Setup  Tracking of UPC code by Unit of Measure  UPC Processing with ITF-14 functions
  • 44. Product Lifecycle Management Process Manufacturing Sales Order Entry Sage Mobile EDI eCommercePOS Sales Force Automation Production / Procurement Distribution Discrete Manufacturing Purchasing Landed Cost Tracking Container Tracking Rate Shopping / Palletized Shipping Multi- Currency Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration  Pricing  Counters Multi-Location Order Processing Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Process Manufacturing Process Manufacturing Discrete Manufacturing Material Requirement Planning Purchasing Container Tracking Landed Cost Tracking Manufacturing Drag & Drop Scheduling Board Container Tracking Multi- Currency Live Demand calculation based on BOM All Level Apparel Processing Product Lifecycle Management EDI eCommercePOS Sales Force Automation
  • 45. 45 #SageSummit Apparel Processing  Size and color tracking functionality by style in:  Sales Order Processing  Purchase Order Processing  Inventory Management  RMA  BOM  Ship items by scanning bar codes assigned to specific size and color  Process pre-packs by item or specific customer  Inventory replenishment and sales tracking by style and size and color  Inventory allocation by order ship date and customer priority. Ability to process future orders  Optional features:  Container Tracking – duty and advanced landed cost calculations  Sample / Design Pack production management  EDI interface using UPC codes  eCommerce – interface with Website Pipeline
  • 46. Product Lifecycle Management Process Manufacturing Sales Order Entry Sage Mobile EDI eCommercePOS Sales Force Automation Production / Procurement Distribution Discrete Manufacturing Purchasing Landed Cost Tracking Container Tracking Rate Shopping / Palletized Shipping Multi- Currency Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration  Pricing  Counters Multi-Location Order Processing Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Process Manufacturing Process Manufacturing Discrete Manufacturing Material Requirement Planning Purchasing Container Tracking Landed Cost Tracking Manufacturing Drag & Drop Scheduling Board Container Tracking Multi- Currency Live Demand calculation based on BOM All Level Apparel Processing Product Lifecycle Management EDI eCommercePOS Sales Force Automation
  • 47. 47 #SageSummit Multi-Currency Processing – A/R & S/O • Processing sales orders and cash receipts in foreign currencies • Exchange rates are entered by day for each currency code • Customers can be setup to use the entered exchange rate or a fixed rate by customer • Payment amounts can be finalized based on the exchange rate at the time of or- der entry or cash receipts • Sales orders can be entered in the base or foreign currency, the sales order and invoice amounts can be printed in currency code entered for the sales order / customer. • Cash Receipts information can be entered in the base or foreign currency and any variances due to the exchange rate is posted to GL. The Sales Order / Quote History display the information in foreign currency. • This solution also has the ability to summarize rates in a separate company.
  • 48. Product Lifecycle Management Process Manufacturing Sales Order Entry Sage Mobile EDI eCommercePOS Sales Force Automation Production / Procurement Distribution Discrete Manufacturing Purchasing Landed Cost Tracking Container Tracking Rate Shopping / Palletized Shipping Multi- Currency Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration  Pricing  Counters Multi-Location Order Processing Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Process Manufacturing Process Manufacturing Discrete Manufacturing Material Requirement Planning Purchasing Container Tracking Landed Cost Tracking Manufacturing Drag & Drop Scheduling Board Container Tracking Multi- Currency Live Demand calculation based on BOM All Level Apparel Processing Rental Order Processing Product Lifecycle Management EDI eCommercePOS Sales Force Automation
  • 49. 49 #SageSummit Rental Order Processing • Time based inventory availability display. Ability to drill down into rental orders for a given date range • User Defined Billing Periods - day, week, or month • Ability to generate invoices in advance, upon return or periodically • Ability to enter rental billing information for each line item on rental order • Ability to sale and rent on the same rental order • Ability to process early returns, partial returns or late returns • Ability to rent kits, packages (rents with) or optional configuration of products • Ability to track history of serialized items • Ability to process product swaps • Sub Rental Processing • Full Integration with IIG Crewing and POS modules “Sage 100 ERP with IIG’s Rental, Advanced Credit Card Processing, and Service solutions made it possible for us to triple in size in three years. It’s the best business decision we ever made.” - Bob Moayeri, Vision Communications
  • 50. 50 #SageSummit Advanced Distribution – Other • Invoice/Sales Order Email Spooler with detailed tracking links • Order Process Tracking – Tracks all changes to orders by user and time. – See in detail when an order was entered, changed, shipped, printed, completed, or deleted. • Pick Ticket/Sales Order Spoolers – Automatically prints pick tickets or orders as they are released if not on hold. • Consignment Goods Tracking – Vendors & Customers • Core Processing – Tracks cores and return of cores. – Tracking and billing of core charges by item. • Royalty Processing • Rebate Processing
  • 51. Product Lifecycle Management Process Manufacturing Sales Order Entry Sage Mobile EDI eCommercePOS Sales Force Automation Production / Procurement Distribution Discrete Manufacturing Purchasing Landed Cost Tracking Container Tracking Apparel Processing Rate Shopping / Palletized Shipping Multi- Currency Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration Core / Royalty / Rebate / Consignment Goods Rental Order Processing Multi-Currency Processing  Pricing  Counters Multi-Location Order Processing Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Process Manufacturing Process Manufacturing Discrete Manufacturing Material Requirement Planning Purchasing Container Tracking Landed Cost Tracking Manufacturing Drag & Drop Scheduling Board Container Tracking Multi- Currency Live Demand calculation based on BOM All Level Preventive Maintenance Job/Project Costing Installation Management Warranty RMA & Service Field Service Operations Product Lifecycle Management EDI eCommercePOS Sales Force Automation
  • 52. Field Service Management • User configurable Dispatch Board • Quick entry and dispatching of tasks • Management of installation process • Auto task generation for preventive maintenance contracts • Tracking inventory at customer site • Skill matching – task’s requirements against technician’s skill • Field Data collection using handheld devices (iPad, iPhone, Android, MS Surface, other tablet PCs) • Customer signature capture in the field • Auto creation of tasks based on Bill of Material and linked routing settings • Historical repair display and tracking of warranty coverage for equipment on site • Listing of parts needed for the service call • Integration with MapQuest and GPS Devices
  • 53. 53 #SageSummit Questions and Answers Thank you www.iigservices.com (877) 475-4092 Presentation by: Alec Baghdasaryan ERP Product Specialist alec@iigservices.com Bob Sosbee Senior Implementation Analyst bobs@iigservices.com Janice Haywood Channel Sales and Marketing Manager janice@iigservices.com
  • 54. Product Lifecycle Management Process Manufacturing Sales Order Entry Sage Mobile EDI eCommercePOS Sales Force Automation Production / Procurement Distribution Discrete Manufacturing Purchasing Landed Cost Tracking Container Tracking Apparel Processing Rate Shopping / Palletized Shipping Multi- Currency Advanced Distribution Bundle RF Based Warehouse Automation Rate Shopping Multi-bin Locations for an item in the WHSE Shipping System Integration Core / Royalty / Rebate / Consignment Goods Rental Order Processing Multi-Currency Processing  Pricing  Counters Multi-Location Order Processing Process Manufacturing Auto Work Order Generation / Scheduling Shop Floor Control Recipe Management Process Manufacturing Process Manufacturing Discrete Manufacturing Material Requirement Planning Purchasing Container Tracking Landed Cost Tracking Manufacturing Drag & Drop Scheduling Board Container Tracking Multi- Currency Live Demand calculation based on BOM All Level Preventive Maintenance Job/Project Costing Installation Management Warranty RMA & Service Field Service Operations EDI eCommercePOS Sales Force Automation
  • 55. Thank you Expert Solutions for Business Alec Baghdasaryan Session Number: SP-117 Wednesday, July 29th @ 11:45 am Twitter: @iigservicesUSA