sales and product update - sage erp mas 50… · · 2011-09-22unit of measure improvements sage...
TRANSCRIPT
October 2011
This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of
its product direction.
The information is subject to change at any time without notice.
As Sage develops products using an Agile development methodology, any one of the milestones, features, release periods
or versions could change. None of the information should be interpreted as a commitment on the part of Sage.
A global publicly traded company
Over 13,000 employees
Over 6 million customers
Over 25 years of experience
Sage is #1 Worldwide*
Source: *IDC #220937, Worldwide ERP
2008 Vendor Analysis, published December
2009. Based on ERP revenue small
business; <1000 employees
Microsoft
10%
Sage
15%
Oracle
10%
Others
51% SAP
10%
Intuit
6%
Sage Overview
Market Finances Customers
Global company with
over 13,400 employees
Revenue of $2.24B
for FY2010
Provide advice to
customers through 1.7
million support
contracts
6.3 million customers
worldwide
Market capitalization of
approximately $4.3
billion
Manage around 40,000
customer calls each
day
One of the market
leaders
in the UK, North
America, Europe, South
Africa and Asia
Made over 40
acquisitions
since 1991
Work with over 27,000
reseller partners and
over 40,000
accountants
worldwide
Sage ERP strategic product
Fully integrated business
management solution
Superior architecture that
grows with your business
Collaborative ecosystem of
authorized resellers,
consultants and CPAs
Sage ERP MAS 500 Serving over
2.100
customers
Sage ERP MAS 500 Roadmap Serving over
2.100
customers
7.4 Product Update 1 Q3 2011
• Credit Card sale Exceeds Pre-
authorized Amount
• Print ACH Remittance
Version 7.4 June 2011
• BIE export and performance
• Customer Overpayments & Refunds
• Landed Cost Improvements
• UOM Improvements
• Manufacturing Workflow & Posting
• Server Smart Update
Intelligence Q4 2011
• Reporting Tree
• Report distribution
• Performance
Version 7.5 Q4 2012
• Multiple e-mail doc transmittals
• Mfg Batch Entry
• Expanded Customizations
• Customizer Improvements
• Import Cash Receipts
• Mass Pricing Updates
• Sage Exchange
Intelligence Q1 2012
Version 7.6 Q2 2014
• Sales Order Usability Improvements
• Connected Services
• TCO Improvements
• Sage Advisor
• FRx Conversion Utility
2011 2012 2013 2014
Date
Sage ERP MAS 500 Version 7.4
Released June 2011
Version 7.4
Business
Insights
Core Financials
& Distribution
Unit of Measure
Improvements
Sage ERP MAS
500 V7.4
Manufacturing
Improvements
Landed Cost
Improvements
Export to Excel, Excel Template, PDF, XML
Export All Data or Data In Grid
Quick Filters
Performance Improvements
New Views for UOM and Landed Costs
Version 7.4 – Business Insights
• Overpayments
• Refunds from Cash Receipts
Accounts Receivable
• Override Primary Vendor
Inventory Replenishment
• Negative Line Items
Sales Order
Version 7.4 – Core Financials & Distribution
Apply freight to item auto generates landed cost
Define landed cost types independent of specific item or vendor
Receipt lines use per-unit percent of cost or flat amount per unit
Receipt total and allocates by cost, quantity, weight, volume or manually
Override allocation method and/or change the cost amount
Override calculated line unit cost (with proper security)
Version 7.4 – Landed Cost Improvements
Expanded decimal precision in data tables
• Stored in expanded precision
• Displayed in user defined precision
Flexible rounding methods for base (smallest) UOM
UOM stored with transaction records
“Auto Adjustments” to prevent “invisible” quantities
Physical Count records quantity in both precisions
• Displayed in rounded quantity Bin transfers in any UOM
New Item UOM BIE view Inventory Reporting in alternative UOM
Version 7.4 – Unit of Measure
Complete work order steps without issuing material
Enable reversal of progress and production entries
Designate manufacturing preferred bins
Backflush from bin-tracked warehouses
Use transaction date as post date for manufacturing transactions
– Single point of control, selection filters
– Automatic batch generation
Version 7.4 Manufacturing Enhancements
Learn more about Version 7.4
Pre-Release Guide
Top Reasons to Adopt 7.4
Release Launch Messaging Document
Partner Marketing Resource Center
http://www.youtube.com/user/lscade
Anytime learning course
http://sageu.com/mas500
Sage ERP MAS 500 v7.4 Product Update 1
Now Available!
Adjust Credit Card for more than pre-
authorization
By popular request from www.sagemas.com/MAS_500_feedback
Ability to post-authorize for an amount in excess of pre-authorized
amount to allow for freight, etc.
7.4 Product Update 1
Available
Now!
Ability to Print ACH Remittance Advice
By popular request from www.sagemas.com/MAS_500_feedback
Ability to print a Remittance advice when using the ACH process
7.4 Product Update 1
Available
Now!
• Released Approximately Quarterly
• May Include Feature Enhancements
• Vehicle for Year End Updates
• Sage Advisor Enhancements Delivered
• Technology Updates Included
Ongoing Product Updates
Date
Sage Connected Services
On Demand Solutions
Sage offers a number of connected services to help
optimize your business
– Sage Sales Tax, powered by AvaTax
– Credit Card Processing, powered by Sage Payment Solutions
– Business credit monitoring services, powered by Experian
Sage Connected Services
Makes paying sales tax simple for any business
Automatically performs address validation, sales tax jurisdiction research, and rate calculation
– Seamlessly integrated with Sage ERP MAS 500
– Covers all sales tax jurisdictions in US and Canada
Protect yourself from the risk of an audit
Eliminate the need to research and maintain sales tax codes or schedules
Set best practices in sales tax compliance
Get back to focusing on revenue-generating activities!
Sales Tax for Sage, powered by AvaTax
A Sage
Connected
Service
Auto-Address
– Decrease data entry time and reduce shipping rates with the best source of address data in the country
Auto-Jurisdiction
– Auto-Jurisdiction returns correct jurisdiction and sales tax rate for each transaction
Statutory Requirements
– Reduce audit risk and ensure that you are charging the correct amounts, 13,000+ jurisdictions and counting
Reporting
– Access all data securely online with ease
– Consolidate data on multiple companies
Returns
– Automate the entire returns process and collect sales tax information from various internal and external sources
Sales Tax for Sage A Sage
Connected
Service
Learn more at http://www.avalara.com/Sage
Overview video
http://www.avalara.com/Media/Flash/MAS90
andMAS200/WalkThroughMAS.swf
Online demo
http://www.avalara.com/Media/Flash/MAS90
andMAS200/index.html
Automatically connects to Merchant
Accounts for credit card authorizations
and settlements
Complete, secure, 24/7 online
transaction reporting
– Compliant with Visa and MasterCard Payment Card
Industry (PCI) data security standard
– Stored credit card numbers are encrypted
– Credit Verification Version 2 (CVV2) to help verify card
authenticity
– Multiple address verification options add an additional layer
of credit card authentication
Credit Card Processing Powered by Sage Payment Solutions
Sign up for a Sage Merchant
Account
– Call 1-800-477-8574 to get connected with your
personal Sage Payments Account Executive
Call your Sage Business Partner
to order the no-charge Module
Credit Card Processing
Learn more at www.sagemas.com/demo
PCI Compliance Information
www.sagemasinfo.com/M500PCI
Anytime learning course
http://sageu.com/mas500
Credit Card Processing Module
http://www.sagemas.com/products
Powered by Experian offers Sage’s
business customers
– Easy to read business credit reports on their company, or on
their customers
– Business credit monitoring and alerts
Access business credit reports at
– http://www.smartbusinessreports.com/?link=1241
Sage SmartBusinessReports
Free module
with
Version 6.0
A Sage
Connected
Service
Microsoft SQL Server
Now available from Sage
Microsoft SQL Server available from Sage
– Offers same functionality and performance as Microsoft SQL
Server 2008 R2 Standard edition
– For use with Sage products and integrated solutions
– No restrictions on users or database size
Licensing
– Client Access License (CAL) per user - $175
– Per Processor License for unlimited users - $5,000
Microsoft SQL Server Runtime Edition
Sage ERP MAS 500 on the Web
Web Solutions
On-line Customer
Self-Service
Access
anytime,
anywhere Supports Credit
Card Processing
Remote Access
B2B and B2C
Capabilities
Fully integrated solution
Browser Based
Multi-Company Support
Streamlined order entry and RMA
PO Receipt of Goods Processing
Enter 3-Step Transfers
Sage ERP MAS 500 eBusiness Suite
All the features of eCustomer and
eSalesforce
Plus
RMA Inquiry
Enhanced Invoice Search
Backorder Inquiries
Advanced Filtering and User Fields
Portal Log
Sales Promotion Inquiry
Contacts Administration
Web User Administration
Sage ERP MAS 500 eBusiness Suite
Free trade-in of
eCustomer or
eSalesforce
licenses available
Functional Areas Covered:
Customer Maintenance
Customer Lookup
Customer Status
Recent Shipments
Recent Orders
Invoice History Inquiry
Payment History Inquiry
Sales Order History Inquiry
Shipment History Inquiry
Item Lookup
Price Lookup
Inventory Stock Status Lookup
Item Alias entry and lookup
Order Entry
Inventory Transfer Order Entry
“AutoShip” functionality with the Sales
Order Module
Sage ERP MAS 500 Web Services
So much more
than just B2B or
B2C capabilities
Sage ERP MAS Intelligence
Sage’s FRx Replacement Solution
Complex reporting made easy
– Business Intelligence in a familiar Microsoft Excel interface
– Easily customizable “out of the box” financial, sales, purchasing, and inventory report templates and dashboards
Predefined financial and operations reports for management, sales, purchases and inventory
Access to all modules and data (not just GL!)
Dashboard and trend analysis reports
Consolidation of multiple companies and databases
User-level security
Sage ERP MAS Intelligence
Free trade-in of
your FRx licenses
for Intelligence
licenses available
Your data
pulled
directly
into Excel
Reporting Trees
Performance
improvements
– Improve report load times by
up to 700% for large
databases
Report distribution
– Email, publish file, or ftp file
Windows-based
report shortcuts
Intelligence – What’s New
Available
with v7.4 Product
Update 2
Utility to assist converting FRx files to Intelligence files
The utility will
– Convert native columns like Actual/Budget columns
– Convert calculated columns that involve basic arithmetic
Proprietary FRx formulas will not be converted
– Map limited row formats to Report Designer row structure
Due to limited correlation between FRx and Intelligence row formatting, manual rework will likely be required post-conversion
– Convert Reporting Trees to the reporting tree structure implemented in the Report Designer (for v7.4 only)
– Convert Catalogs to layouts in the Report Designer if the Catalog’s column layout and the row format can both be converted
– Not convert multicurrency calculations
FRx Conversion Utility Target
Availability Q1
2012
Learn more at http://www.sagemas.com/intelligence
Free anytime learning course
http://www.sageu.com/mas500
The Sage ERP Learning Channel
www.youtube.com/user/SageUERPLearning
Sage ERP MAS 500 Version 7.5
Version 7.5 - Themes Productivity
Customization
Sage ERP
MAS 500
v7.5
Manufacturing
Version 7.5 – Sage Exchange
Integrated payment solution platform that provides
– Credit card processing
– Mobile payments
– Push Pay
– Check 21
– Prepaid, loyalty and gift cards
For more information http://www.sagepayments.com/Sage-
Services/Sage-Exchange.aspx
Based on feedback from
www.sagemas.com/MAS_500_feedback
Under consideration
– Multiple e-mail recipients for document transmittals
– Means to perform mass pricing updates
– Reversal of Credit Memos applied to Debit Memos and Invoices
– Hard close of sub-ledger fiscal periods
– Track miscellaneous cash receipts in AR
– Import pending cash receipts
– Bath authorization for recurring credit card transactions
Version 7.5 – Productivity Feature Requests
Improved workflow and usability
in manufacturing
Under consideration
– Add scrap factor to material step to allow for
shrinkage
– Support use of non-inventory items in
manufacturing
– Backflush setup hours option (always, once,
never)
– Batch entry of material issues
– Delete or cancel work orders created in error
Version 7.5 – Manufacturing Feature Requests
Under consideration
– Expand fields available in the form chooser
– UDF data flow from one module to another
– Call control events within Customizer Script
Editor
– Customize grid lines in Enter Sales Order
– Additional API’s to isolate custom work
Version 7.5 – Customization Improvements
Enhanced customization capabilities
Upgrades survivability
Survivable customizations
Reduce costs associated with upgrades and updates
Under consideration
– Smart Install Customization Report
– Smart Install Comparison Tool
– Auto Update Tool
Version 7.5 – Upgrades
Looking Ahead
Version 7.6
Reduced
Cost of
Ownership
Version 7.6 Proposed Themes – Q2 2014
Sales Order
Usability
Expand Sage
Advisor
Capabilities
Connected
Services
Version 7.6
Proposed
Themes
Version 7.05 - September 30, 2011
Version 7.2 – September 30, 2012
Version 7.3 – September 30, 2013
End of Support Dates
For more details see http://infosource.sagesoftwareonline.com/s
w_attach/sso/SupportPolicy_MAS.pdf
Collaborate with other users -Sage ERP MAS Community
http://community.sagemas.com
Get Your Voice Heard - Enhancement Requests
www.sagemas.com/MAS_500_feedback
Additional
Resources
http://www.sageu.com/mas500
http://www.youtube.com/users/SageUERPLearn
ing#p/c/3B5B584E67904C57
LinkedIn Group
http://www.linkedin.com/groups?mostPopul
ar=&gid=1963050&goback=%2Eanp_1963
050_1295029703843_1%2Egmp_1963050
Get
Connected
linda.cadeSagePM
@LindaCade1
Linda Cade
http://youtube.com/user/lscade
http://sageerpmas500users.wordpress.com