The document provides an overview of new features and enhancements in Sage 100 ERP 2015. Key updates include expanded paperless office capabilities, color-coding by company for easier differentiation, enhanced sorting and selection options on audit reports, and new visual process flows for manufacturing and period-end processes. It also outlines integration improvements between Sage 100 ERP and Sage CRM 7.3, including launching Sage 100 tasks directly from Sage CRM and maintaining relationships without workstation setup. Additional changes relate to purchasing, inventory, payments, security, and reporting to support the Affordable Care Act.

1. What’s New in
Sage 100 ERP
2015 Available
April 7th

2. Sage 100 ERP 2015
Making it
easier to do
business

3. 3
Making it easier to do business
Paperless Office Enhancements
Sage 100 ERP 2015
• Setup Paperless Office Delivery Options
to use the email address in Data Entry
for Paperless Office Delivery
• All reports now allow direct access to
the associated Paperless Office Viewer
by using the Save drop down menu
• Improved printing performance:
• An update to the Amyuni printer
driver to version 5.0.0.9
• In printing checks and extended
stubs to PDF through Paperless
Office

4. 4
Making it easier to do business
Paperless Office Enhancements
Sage 100 ERP 2015
The following reports and registers can now be printed using Paperless Office:
• Accounts Payable
• Vendor Contact Listing
• Repetitive Invoice Listing
• Accounts Receivable
• Repetitive Invoice Listing
• Customer Contact Listing
• Custom Office
• Customizer Summary
Report
• Customizer Detail Listing
• General Ledger
• Sage Payroll Services Activity Log
• Inventory Management
• Item Valuation Change Register
• Standard Cost Adjustment Register
• Missing Count Card Listing
• Library Master
• Role Report
• User Report
• Activity Log Report
• Purchase Order
• Vendor Purchase Address Listing
• Return Merchandise Authorization
• RMA Receivers
• Generate Transactions Listing
• Sales Order
• Customer Ship-­To Address Listing
• Visual Integrator
• Job Listing
• Data Dictionary Listing

5. Making it easier to do business
Color-­‐code by Company
Sage 100 ERP 2015
Easily differentiate between:
• Multiple companies
• Test/Demo companies
• Back up companies

6. Sage 100 ERP 2015 6
Core Accounting
• General Ledger
• Accounts Payable
• Accounts Receivable
• Bank Reconciliation

7. Core Accounting
Reverse Journal Entry
Sage 100 ERP 2015

8. 8
Core Accounting
Retain prior selection for printing full comments in Journals/Registers
Sage 100 ERP 2015
Your current selection for “Print Full
Comments” will be set as the default
selection the next time you print

9. 9
Core Accounting
Out of balance notification on GL Detail Report
Sage 100 ERP 2015
Note: This alert is also available on the General Ledger by Source Report
in Sage 100 ERP 2015 PU-­‐1

10. Core Accounting
Enhanced sort and selection options on audit reports
Sage 100 ERP 2015
Sorting available on:
• Items in Item Audit Report
• Vendors in Vendor Audit Report
• Accounts in the GL Audit Report
• Customers in the Customer Audit Report

11. Core Accounting
Multi-­‐column sorting
Sage 100 ERP 2015
Multi-­‐column sorting available in:
• Bank Reconciliation tasks
• Select Cash Receipts Invoices
• Select Manual Check and Payment Invoices
• Select Vendor Transfer Invoices

12. Core Accounting
Vendor Name Expansion
Sage 100 ERP 2015
Now 50 characters

13. Core Accounting
Purchase Vendor Transfer Invoice Selection
Sage 100 ERP 2015
Now available for:
• All vendors
• Multiple invoice selection

14. 14
Credit Card Payments
Sage 100 ERP 2015

15. Payments
Process second pre-­authorization
15
Sage 100 ERP 2015
Minimize the risk of not getting
paid by using the fix button to
reauthorize a consumer’s credit
card for payment when the first
expiration has expired due to an
unexpected delay.

16. Payments
Level 3 Credit Card Processing
Data Level 1 Level 2 Level 3
Merchant Name
Transaction Amount
Transaction Date
Customer Code
Total Tax Amount
Ship From Zip
Ship to Zip
Invoice Number
Order Number
Freight Amount
Purchase Order Number
Commodity Code
What is Level 3:
• Level 3 requires additional data be sent
in credit card transaction
• Merchant card processors (Visa,
MasterCard) may lower rates because
they view the transaction to be more
trustworthy of payment
• Some consumers using “P-Card”s may
require it (e.g., Government or schools)
Sage 100 ERP 2015

17. Payments
Level 3 Credit Card Processing
17
Sage 100 ERP 2015

18. 18
Payments
Third Party Payment (TPP) Processing
Through the Sage Exchange payment gateway, Third Party Payment processing provides customers
the benefit of securely accepting electronic payments.
Customers can now use the TPP service offered through Sage Exchange with their existing payment
processor and as a gateway for seamless integration with their Sage 100 ERP software in a PCI
compliant manner.
Available to select Sage 100 ERP customers using one the following merchant processors:
• TSYS
• Chase Paymentech (CAN)
• First Data Nashville
• First Data Omaha
• Elavon
Sage 100 ERP 2015

19. Sage 100 ERP 2015
Purchasing
and
Inventory

20. Sage 100 ERP 2015
Purchase Order History
Modeled after Sales Order History

21. Streamlining the Purchasing Process
Copy Purchase Orders
Sage 100 ERP 2015
Save a lot of time when
generating large
purchase orders by
using the Copy From
button!

22. Streamlining the Purchasing Process
Purchase Order History Inquiry
Line order when generating Purchase Orders from Sales Orders
Sage 100 ERP 2015

23. Reporting and Printing
Sage 100 ERP 2015
Forms can now be kept open
to chain in AR, SO, and PO
Option to redisplay source document
after Quick Print (i.e. Purchase Order)
Prints in landscape
Drop-­‐shipped items
marked with a “d”
Purge obsolete orders
with cancellation code

24. 24
Inventory Management
Exclude Item Vendors or Alias Items from “Copy From”
Sage 100 ERP 2015

25. 25
Inventory Management
Drill into GL Source Journal from Item Maintenance
Sage 100 ERP 2015
New column to display Source
Journal number
Zoom button added

26. 26
Inventory Management
“Copy From” Added in Product Line Maintenance
Sage 100 ERP 2015
Copies values from the source with
option to bring in the GL accounts

27. 27
Inventory Management
Last Physical Count Now Updates by Item and Item / Warehouse
Sage 100 ERP 2015
Revamped the design to make it easier to complete
physical count and no longer need to count all
warehouse for a single item on the same day

28. 28
Bill of Materials
Synchronize Bill and Item Description
Sage 100 ERP 2015
This feature only applies to items
that do not have an extended item
description

29. 29
Bill of Materials
Launch Bill of Materials from Item Maintenance
Sage 100 ERP 2015

30. Sage 100 ERP 2015 30
Control
Security
Freedom

31. Sage 100 ERP 2015
Control >> Security >> Freedom
New UI scripting

32. Sage 100 ERP 2015
Control >> Access >> Security

33. Customers
for life

34. Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015
Return Material Authorization (RMA) Entry
Launch RMA Entry
in Sage 100 ERP
directly from Sage
CRM 7.3

35. Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 PU-­1
Workstation Setup not required to Maintain Relationships
In Sage CRM select:
• ERP Preferences Tab
• Access Sage 100 ERP Tasks Using field
• Web Forms Embedded in Sage CRM

36. Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 PU-­1
Maintain Relationship
Maintain
Relationship
now displays in
CRM browser

37. Sage 100 ERP 2015
New look
consistent with
Sage CRM 7.3
Sage CRM 7.3 + Sage 100 ERP 2015 PU-­1
Updated Quick Order Entry Style Sheet

38. Sage 100 ERP 2015
Quick Print to
printers on the
network server is
now available in
Quick Order Entry
Sage CRM 7.3 + Sage 100 ERP 2015 PU-­1
Quick Print in Quick Order Entry

39. Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 PU-­1
Promote Quote to Order
One-Step Quote
to Order from
Sage CRM 7.3

40. Sage 100 ERP 2015
Sage 100 ERP 2015 PU-­1
Visual Process Flows
• Customer Billing menu
• Job Billing
• Inventory menu
• Physical Count Preparation
• Manufacturing menu *new*
• Production
• Disassembly
• Create Work Order
• Complete Work Order
• Close Work Order
• Period End menu *new*
• Accounts Receivable
• Accounts Payable
• Inventory Management
• Sales Order
• Purchase Order
• General Ledger Preparation
• General Ledger
• Chart of Accounts menu *new*
• Create Accounts
Below are the new Visual Process Flows introduced in Sage 100 ERP 2015:

41. Affordable Care Act (ACA)

42. Affordable Care Act (ACA) Reporting
New Crystal Report in Payroll
Helps employers determine if they are required to report in January of 2016.
Prepare clients by enabling the option
to Save Perpetual History in Payroll
Setup now!
Sage 100 ERP 2015

43. Applicable Large Employer Report
Definitions and Calculations
Full-­‐time = 47 Part time = 7 x (93 hours/120) = 5.425 = 5 Total FT (47) + FTE (5) employees = 52 FT/FTE employees
Full-­‐time = employees who worked 30+ hours/week (120+ hours/month)
Part-­‐time = employees who worked <30 hours/week (<120 hours/month)
Calculations: Calculate Full Time Equivalent (FTE) employees by dividing each part-­‐time employee’s monthly hours by
120 and add all part-­‐time employees’ numbers together. Round to the nearest whole number and combine that
number with the number of full-­‐time employees.
Example: A company has 47 full-­‐time employees who work 120 hours/month and 7 part-­‐time employees who each
work 93 hours/month. The FTE calculations indicate that the number of FTE employees is actually 5 employees, so the
FT + FTE count = 52 for this company. They are required to report using the 1094-­‐C and 1095-­‐C forms in 2016.
This message will pop up every time
the Applicable Large Employer
Report runs to remind customers
that calculations are being run to
provide an estimate of the average
number of hours an employee
worked by calendar month
Sage 100 ERP 2015

44. Employee Maintenance
Electronic Consent
Electronic consent
for an ACA form is
handled in a similar
manner to how
electronic consent is
handled today for
W2’s.
Sage 100 ERP 2015

45. ACA Employer Maintenance
Other Members
Sage 100 ERP 2015

46. ACA Employer Maintenance
Employee Maintenance for ACA Reporting in Payroll
There are two ways to
access the new ACA
Employee Maintenance
screens from within
Payroll
• ACA button in Employee Maintenance
• ACA folder on the Main Payroll Menu
Sage 100 ERP 2015

47. Sage 100 ERP 2015
ACA Employer Maintenance
Employee Maintenance for ACA Reporting in Payroll

48. ACA Employee Maintenance
Monthly Detail
Sage 100 ERP 2015
Use the Copy
button to
streamline
data entry

49. ACA Employee Maintenance Screen
Covered Individuals
Dependents may change over
the course of the year
Sage 100 ERP 2015

50. Free information
offered to all
Sage customers
by the Sage
HRMS group
ACA information
specific to Sage
100 ERP
Sage 100 ERP 2015

51. Get started today! New spreadsheet for ACA Reporting
Give large customers, those with ~1,000 employees, a head start on entering the employee information
needed for 2016 reports
When we have released the Payroll enhancements
for the supported versions of Sage 100 ERP,
customers will be able to directly import this
information into Sage 100 ERP Payroll using the VI
job we include with the Product Update.
The worksheet is available for download in the
ACA Center on Sage City now.
Sage 100 ERP 2015

52. Sage 100 ERP 2015
What’s Next
My Sage Sell (mysagesell.com)
Sales Playbook for Sage 100 ERP 2015 – ETA April 7th
• What’s New in Sage 100 ERP 2015 presentation (this presentation)
• Recording of this webcast
• Email Template for upcoming customer webcasts on What’s New in Sage 100 ERP 2015
• Link to Installation and Upgrade Information (KB article) containing:
• Supported Platform Matrices (SPMs)
• Integrated Compatibility Matrices (ISCMs)
• Release Guide – What’s New in Sage 100 ERP 2015
• Top Reasons to Upgrade
• Marketing and Messaging Guide for Sage 100 ERP 2015

53. 53

54. Deborah Nelson
deborah.nelson@sage.com
949-­‐790-­‐2081