Roadmap to Sage Evolution 27 February 2013

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What’s new in Version 6.81

What’s planned for Version 7.00+

New software solution partner

Input from the floor

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What’s new in Version 6.81

Alert Management is now part of the core module offering, which allows you to send and receive notifications via SMS or e-mail based on predefined criteria. This allowing you to keep your employees, customers and suppliers up-to-date with business related information, account balances, inventory status updates etc.

Research shows that 97% of mobile users read and respond to a SMS within an hour of receiving it. For this reason, Alert Management can create efficiency, pro-activeness and enhance communication with your employees, customers and suppliers.

Alert Management allows you to create alert notifications based on user requirements, send group messages to customers and suppliers or create custom alerts specific to your business, all of which can be scheduled at various intervals.

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Main features of the Sage Evolution Alert Management Module• Forms part of the Sage Evolution Premium Core

offering• Alert Management runs as a service• Create SMS and e-mail alert notifications based on

user requirements• Allows for group customer and supplier notifications• Customise alert configurations and messages using

SQL queries• Generate detailed reports on alert notifications sent• Alerts can be scheduled at various intervals

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What’s new in Version 6.81

The Inventory Issue feature manages and tracks your internal stock distribution between departments, business units, staff members, jobs & projects.

The following diagram illustrates the Inventory Process Flow:

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What’s new in Version 6.81

Main features of the Sage Evolution Inventory Issue Module:• It generates inventory requisitions for approval within

a multi-level workflow environment• Allows you to issue inventory for job cards, general

ledger accounts and projects• Different templates for recurring entries can be

created using this feature• Allows you to process Inventory Issue transactions in

batches

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What’s new in Version 6.81 Municipal Billing

• The band breakdown calculation for sanitation has been added to customer statements

• New fields were added to the posting tables to print PropertyID, PortionID and ServiceID’s on customer statements which links in to ageing per service

• You are now able to view meter readings as well as an ERF number lookup that has been added to Accounts Receivable

• An age analysis per service has been made available• Property Valuation Rolls have been added to accurately

calculate a property value, and keep history of valuations• You are now able to set a payment priority by Service Type

at Receipting level• We added General ledger consolidations of billing

transactions• You are now able to set Accounts Receivable transaction

codes for direct deposits• We added a process to issue clearance certificates

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What’s new in Version 7.00+

SCOA development Unlimited Financial Periods – No more purging! MB Service ID’s in AR and Cashbook Batches MB in Evolution System Tree – Required for Branch

Accounting Municipal Billing

• Rebate Rule Maintenance• Additional Property Categories• Processing Efficiency – Large Volume Customers• 3-Phase Meters• Advanced Reporting:-

− Meter History Report− Consumption Reports in Units / Customer / Month− Create Indigent Customer (As to Property)

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Input from the floor

The Auditor-General says:-• IT Exposure – 89%• SCM Contravention – 84%• Poor quality service delivery reporting – 79%• Material errors and omissions in AFS – 79%• Poor human resource management – 79%

Your priorities

1 Age Analysis Opening Balances

2 Receipting Direct Deposits Reversal

3 Does not allow for payments in advance Allocations

4 Debtpack legislation – product demo

5 Purging July 2013

6 Commitments in all budget reports

7 PO linked to requisitions

SCOA readiness 27 February 2013

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What is SCOA?

What are the design principles?

The facts about SCOA readiness

The way forward

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What is SCOA?

Standard Chart of Accounts for Local Government SCOA is a standard classification system that will be used across

all municipalities (general ledger account structure) Aligned to high-level ERF (Economic Reporting Framework)

principles applied to national and provincial departments (NB: cash versus accrual based accounting) to enhance “whole of government” reporting

Provides for the peculiarities and accounting principles unique to local government

Multi segmental chart implying populating fields within a database with specific information to be classified according to Item, Function, Fund, Regional Indicator and Project

Facilitate comparable budget reporting returns, annual financial statements and specific interest reporting, eg. DWA, NERSA, STATSSA, etc.

Future upgrade of LG database to provide for more detailed monthly returns and functionalities for optimal utilisation of information

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What are the design principles?

Classification framework limited to financial information International standards, guidance and best practices Comply with legislative framework for local government Labels and accounts to be clearly defined Comprehensive framework (grid) to satisfy stakeholders

needs Information to be easily extracted Alignment of financial and budget reporting formats Integration of GRAP standards Standardisation of terminology Standardisation of transaction classification Reporting on “whole-of-local government and government” Simple classification Financial system integration with optimised business rules

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The facts about SCOA readiness

MFMA Circular 66, 2012 – Implementation for the SCOA is envisaged for 1 July 2016

Due to the fact that SCOA has not yet been finalised, so-called “SCOA Compliance” is impossible for now

The following design elements of SCOA are already part of our Sage Evolution Premium product offering:

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The Way Forward Promulgation – Expected to be finalised latter half 2013 Pilot Sites

• To be registered with NT after promulgation • Municipalities must request NT in writing to be registered as

a pilot, with commitment from Sage Evolution On-going Product Development

• GL Account Lookup per Segment• Locked COA• Standardised Transaction Types• Data Migration – Data Staging and Warehousing• Reporting to NT Web Portal

Training• Learner Management System• Accredited Training (FASSET and AAT(SA) accredited

training courses) Municipality Feedback to both Sage Evolution and National

Treasury

Advanced Procurement27 February 2013

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Why Advanced Procurement

What are the Main Features

Advanced Procurement on the Web

Product Demo

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Why Advanced Procurement

The Auditor-General found 84% of Audited Municipalities to be non-compliant with Supply Chain Management Regulations

64% of Auditees had findings related to unfair or uncompetitive procurement processes

The Advanced Procurement module allows you to manage and streamline your SCM processes in compliance with SCM Regulations:-• Rotation of Suppliers• PPPFA Compliant:-

− BBBEE Score Cards− Evaluation in terms of 80/20 or 90/10 Points

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What are the Main Features

Manages your requisition processes Manages your purchase order processes Manages your tender processes Allows you to rotate preferred suppliers Categorise suppliers by sector Allows you to request quotes using workflows Create specific user defined fields to identify preferred

suppliers to supply certain requested commodities Set specific qualifying criteria for supplier as well as

selecting whether the system should manually or automatically calculate supplier scores

Import and export functionality for supplier quotes Compare and evaluate quotes and supplier Provides you with reason codes for authorised deviations

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Advanced Procurement on the Web

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Advanced Procurement on the Web

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Advanced Procurement on the Web

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Advanced Procurement on the Web

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Advanced Procurement on the Web

Advanced ProcurementProduct Demo