Sage 100 road map caribbean conference
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Transcript of Sage 100 road map caribbean conference
Leanne Lowe, Sage Sales Engineer
14 Extended Solutions standard, such as National
Accounts for AR
MS SQL Server Database option
One free Sage Customer Relationship Management
(CRM) server and user license
Reporting Trees and Distribution features in SMI
eMarketing for Sage CRM
Sage 100 Online
Version 4.5
Customer Value
Business Intelligence
New Connected Services
Ease of Use
Cloud Deployment
Database Options
Scalable Database Platform
Combining SQL Server’s high performance database platform that’s reliable, scalable, and easy to manage with Sage 100 ERP’s ease of use simplicity, and maturity
Sell and ship goods to one customer, bill
the invoice to another
Sage 100 ERP Roadmap
Cloud ERP Gateway SData Web Services
CRM Sales Integration Sage CRM Multi-Company Sage CRM Web Order Entry
Sage HRMS Payroll for Premium Edition (SQL)
Employee Management
Connected Service Shipping and Freight
Visual Process Flows
2012 2013 Usability
Accounts Payable Invoice Number Expansion Inactivate Customers and Vendors View Cleared Checks in Vendor Maintenance Improved Inventory Maintenance workflow
Productivity
SageCRM.com Integration
Cloud CRM Gateway
Industry Solutions Distribution
Sage Advisor Automatic Notification Updates Intelligent In-Product User Training Tips and Advice
FRx to Sage Intelligence Report converter
Business Intelligence
8
Architecture MS SQL Server 2012 Windows 8 Crystal Reports 2011
Meeting the Needs of our Customers with A Fully Integrated Solution
Customer Relationship Management
Sales Management
Connected Services
Purchasing Management
System Management Financials
Business Intelligence
Inventory Management Distribution
Payroll
Sage 100 ERP
Connected Services
Shipping and Freight Sales Tax eFiling
Sage CRM
Sage HRMS Sage Intelligence
Features as Service
Alerts and Workflow Document Management Sage Fixed Assets Budgeting Tools 9
Connected Services
Billable Services (mobile) Sales Management (mobile)
Sage CRM Cloud
Product Architecture Delivers Innovation and Scale Across Our Product Portfolio
Sage ERPs (on premise)
Sage CRM Cloud
Sage Payroll/HR
Sage Intelligence
Shipping and Freight
Sales Tax
eFiling
Browser & Mobile Access Features as Services
Browser & Mobile Access Connected Services
Features as Services Connected Services
Customer Access Points
Other Connected Services Ideas
Sales Management (Mobile) Billable Services (Mobile) Delinquent Account
Management and Billing
10
Sage Data Cloud and
Entitlement Management
What’s New for Sage 100 ERP 2013?
Inactivate Vendors and Customers
Expanded A/P Invoice Number
Ability to View Cleared Checks in Vendor Maintenance
Post ACH Electronic Payments to Bank Rec in Detail
Paperless Office SMTP Encryption
Item Maintenance Main Tab Changes
Sage CRM Multi-Company Support
Inactivate Customers and Vendors
New “status” includes Active, Inactive, and Temporary
Add a Reason Code when inactivating
New Reason Code Maintenance to setup codes
Schema checking when setting to Inactive •Disallows if Customer/Vendor in certain tables
Cannot use Inactive in data entry
Optionally exclude from lookups
Security Event to allow cash receipts and payments
Expanded A/P Invoice Number
• Can now enter up to 20 characters for invoice number • Schema, Screens, Reports, Forms, Journals, Lookups
all modified for new expanded invoice number • Impacted A/P, P/O, G/L, J/C, BIE, BIR, ACH • Reports display full
invoice number
Ability to View Cleared Checks in Vendor Maintenance • New A/P Setup Option • Changes to B/R entries
– Accept logic
• Changes to Vendor Maintenance
Post ACH Electronic Payments to Bank Rec in Detail • New A/P Setup Option • Previously posted lump sum • Can now post dollar value checks (previously posted lump
sum)
Paperless Office SMTP Encryption
• No need to maintain dedicated Email server!!!
• Google mail, Yahoo, Hotmail, etc. • Chillkat 9.3.0 now installed • Company Maintenance E-mail tab
– Select SSL or TSL/STARTTLS
Item Maintenance Main Tab
A picture is worth a thousand words!
Business Alerts • Important News! • As of November 1, 2012 Sage will not longer
distribute Global Software’s products (Business Alerts)
• Sage and Global Software are working on a transition of customers, support and renewals
• Details will be communicated to partners and customers as soon as the details are finalized
SERVICES Features as a Service Connected Services
Sage 100 ERP Sales Tax
Sage Fixed Assets
Sage CRM
What’s New in Sage Fixed Assets 2013.0
• Combined Product Families – Government, Nonprofit,
Canada and US in one product
• Editable Notes • Attach PDF’s to Assets • Sage Advisor Update For a quick overview and a virtual tour visit:
sagefixedassets2013.com
Sage Fixed Assets 2013 Availability
• Released by Sage Fixed Assets – October 8th, 2012 • For Sage ERP customers, notification will be sent to channel
partners and customers with the Sage 100 ERP 2013 autodelivery process
Sage 100 ERP eFiling and Reporting Enhancements • Sage 100 ERP Tax Forms will be deprecated in tax
year 2014 – Compliance will be maintained through 2013 Tax Year filings – TTU updates will still be available
• Sage 100 ERP eFiling and Reporting will attempt to Auto-Install when accessing the eFiling Applications for the first time
• Basic Sage 100 ERP eFiling and Reporting features are free for all Sage 100 ERP customers current on Maintenance – Print P/R and A/P Tax Forms (including W-2) – Electronically file Tax Forms with the Government, small fee
associated
100 ERP
100 ERP customers
25
All interactions with client on one page
26
Quote and Sales Order Entry within CRM
Sage CRM Web Client – Quick Orders for Sage 100 ERP Advanced
Create Orders in a new web interface
– Allows users to create an order/quote outside the firewall
– No launching of the Sales Order Screen
– Users will have the choice of New or Old Screens
– No Sage 100 ERP workstation setup required to use web client
Integrated Customer Profile
Service Desk
Application-Aware CRM • Sage CRM and MS Outlook synchronization for Tasks
and Appointments, contacts and emails – Communications are associated with Accounts for
ingoing and outgoing emails
CRM synchronization with Outlook can be
automatic or with a click of a button
Multi-Company Support
• Map multiple ERP companies to single Sage CRM system – Requires one-to-one relationship between ERP and CRM systems
• Cannot link one CRM company to two or more ERP customers in different companies
• Need to create a CRM customer for each ERP customer
– CRM Server Options allows creation of “Instances” of Sage CRM • Allows for multiple installations of Sage CRM • Must map each Sage 100 ERP Company to a specific Instance
Sage CRM version 7.1, SP 2
More Sage CRM Integration • Tasks launched from Sage CRM do not use a Sage
100 ERP license – Allows for distinct separation between front and back office
• Installations Updated to Maintain the Integrity of Customer and Partner Customizations – Minimizes the number of changes that need to be re-done
after each upgrade – Still may require some re-work if customizations are made to
the same forms that Sage modifies
• Sales Order Memos will now auto display • Full Support of Chrome, Firefox, Safari and Internet
Explorer
Going Mobile • iPad & Smart Phone
– Where ever you have phone access – you are connected – Ease of use – Sales staff and execs can work from anywhere, airport, car,
hotel
Sage CRM for Tablets
Sage
CR
M
Available Now!
Visual Process Flows • A Visual Process Flow is a GUI that enables
the user to better understand the workflow
• Reduce training costs for new users learning the applications, and existing users learning new processes
• Out-of-the-box process flows for:
• Sales – Entry and Invoice – Pack and Ship – Return Goods
• Customer Billing – Invoice and Receive Payment
• Inventory – Physical Count
• Purchases – Entry and Receipts
• Vendor Payments – Invoice and Process Payment
Customize business processes to specific user roles or new processes with the Process Flow Designer
Use
r Exp
erie
nce
Processes are displayed in a graphical view, and a simple click on a process milestone will call the underlying
software function
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 steps
Use
r Exp
erie
nce
Visual Process Flows can be customized for specific user roles
or customized processes
IMPROVED INTEGRATIONS AND TOOLS
Connected Services
Sage Shipping
Sage Advisor
Sage Intelligence Reporting
Sage HRMS and Payroll
Sage 100 ERP Shipping by SmartLinc
• Small Parcel up to 2000/month • Subscription based pricing (cloud only) • Multi-Carrier solution
• UPS, FedEx, USPS • Sage 100 ERP integration automatically populates the Ship To, Ship
From and Ship Via • 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
Sage Advisor Update notifies you when updates are available for the Sage products you use. You can use this console to:
– set notification options
– review information about available updates
– download updates
– monitor the status of your Sage Business Care account
Note: Installing updates can affect customizations or integrated products.
Sage Advisor Update
View available updates
Schedule When to Check for
Updates Easily Download
Fixes and Updates
Financials
Distribution
Cloud Connectivity
User Experience
Platforms
Performance Performance
Platforms User
Experience
Financials Distribution
Future themes
Sage Intelligence Reporting
Sage ERP 100 Intelligence
Sage ERP 100 Intelligence
REPORT COMPONENTS:
REPORT COMPONENTS: • Data Container • Report Creation & Properties • 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 – Data Output to MS Excel and template
Available in 4.5 and
2013
Sage ERP 100 Intelligence
Report Designer Add-In
Multiple Years
Multiple Budgets
Add & Delete Your Own Groupings
Maximize Window Smoother
Dragging Larger
Text
Insert At Selection
Better User Experience
Easier Navigation Improved Productivity Decreased Learning Curve
ToolsHomeFile Help
Copy Move To
Actions
Paste
Report
Add Folder RunAdd Report Save Template
Create Shortcut
Design Lock/Unlock
Rename
Delete
Refresh
Run Sample
Check/Test
History
ToolsHomeFile Help
Copy Move To
Actions
Paste
Rename
Delete
Connection
Refresh Add Connection
Driver Properties
Check/Test All Expressions
Add Data Container
Find & Replace
DependenciesAdd Expressions
Check/Test
Data Container
Sample Data
Expression
Test Lookup
Easy to Use Ribbon Menus
New Templates!
Exciting Modern Look
& Feel Boardroom
Ready
Performance
Pre-defined Financial Reports
Financial Report Designer
Report Designer Add-In
Faster! More Data!
2 Fiscal Years 2700 Accounts 35061 Budget Balances 6.5 Minutes to Run
11 Fiscal Years 5600 Accounts 117000 Budget Balances 42 Seconds
2 Fiscal Years 10281 Accounts 133000 Budget Balances 25 Minutes
10 Fiscal Years 46580 Accounts 0 Budget Balances 1 Minute
2 GB Database
2.5 GB Database
Sage 100 ERP Intelligence Reporting
2011 2012 2013
Distribution
Templates (CRM/ERP, others)
Financials (Reporting Trees, Row grouping, FRx Conversion)
User Experience (Ribbon, drag&drop, templates)
Performance (5 min to 40 seconds)
Platforms (Office 2013, 64-bit)
2013 PU1 PU2 Add-In Add-In 2
Potential Future Themes for Sage Intelligence
Report Designer for more ERP Modules
Mobility
Alerting
Predictions
Social Collaboration
More Reports templates!
Additional Learning Opportunities • Join the BI Community - http://community.alchemex.com/
• Register for FREE webcasts
www.alchemex.com/Webinars.aspx
• Sign up for Sage Intelligence and Excel Tips & Tricks www.alchemex.com/SubscribeNewsletters.aspx
• Free Sales report template: Sage 100 ERP and Sage CRM Report
Sage HRMS Payroll Payroll Reporting Pricing More Info
Why Sage HRMS Payroll? Improved GL Integration Quarterly Updates Federal/State/Provincial/Local Taxes Multiple years of history Edit Prior Year History Bonus- Sage Source for online Paystub viewing
Options Direct Deposit (included and
unlimited) Sage Paycards
Federal and State e-filing and Reporting e-filing from Aatrix
Free printed forms Low cost e-filing
Crystal reports for custom reporting
Pricing based on employee levels No requirement to purchase Sage HRMS full suite
• http://na.sage.com/sage-hrms/
Sage HRMS and Payroll
TECHNOLOGY UPDATES
SAP® Crystal Reports 2011 For Sage
• Updated to latest version of SAP® Crystal Reports 2011 for Sage
• Updated the report engine run-time components utilizing a modern .NET architecture – All standard reports and forms saved with a 2011 backwards
compatible format
• Crystal Conversion Utility updated with the .NET architecture and a new user interface
• Allows Sage 100 ERP to stay current with SAP® Crystal Reports new features and product updates
64-bit ProvideX OBDC Driver
• New 64-bit ProvideX ODBC Driver Available • Allows Integrations with 64-bit Applications
– Microsoft SQL Server – Microsoft Office
• Separate Installation found off the Productivity Tools menu on the Sage 100 ERP Autorun Menu
Demonstration
Demonstration
Beyond the 2013 Release
Pillars of Sage CRM Cloud Integration
Provide ROI quickly
Easy Mobile Cloud
Any device data
integration
Easy to try, buy and
use
Lower TCO
ERP data integration without the complexity Easier to setup & administer Easier to sell with shorter sales cycles
Drive NEW sales for Sage CRM Cloud and Sage ERP Easier Implementation
Sage 100 ERP Future Release Themes
• Sage CRM Cloud Integration • Support the innovation results • User Interface improvements • Feature enhancements • Features as a service Note: Next major release scheduled for August 2013
User Interface Improvements • New Icons will provide an updated look • Additional Visual Process Flows • New background color enhancements
INNOVATION Mobility and Modern Technology
The
Roa
d
Sage Mobile Service (Billable Services)
Billable Services Sage Mobile Services
Top ideas from https://www11.v1ideas.com/SageERP/MAS90and200
Vote On Your Ideas!
Questions? Sage Regional Sales Manager Peter Grajczyk (604)-207-9480 [email protected] Leanne Lowe Sage [email protected]