Why should you upgrade to Sage 500 ERP 2017?

Linda Cade, Sr. Product Manager – Sage

Russ Griffith, VP Sage 500 ERP Practice – RKL eSolutions

How long has it been …

Since your last

software upgrade?

What you’ve missed out on — financials

7.3 2016201420137.4 2017

• Accept integrated

credit card

payments

• Pay vendor

invoices via ACH

• Positive pay

• Merge customer

• Merge vendors

• Credit card

refunds

• Create & track negative

invoices in AR

• Refund checks from

cash receipts entry

• Card swipe capabilities

• Sage Exchange

• Import pending cash

receipts

• Track misc cash receipts

• Reprint Bank Rec

register

• Hard close sub-ledgers

• Accept ACH payments

through Sage Exchange

• Reverse payment

application

• Reverse memo and

invoice application

• Level 3 Credit Card Data

• Multi-GL Cash Management

entry

• Sage Exchange 2.0 (2016.3)

• Update GL account

status based on Natural

segment status change

• Period Cash Flow

projections

• Vendor performance

report

What you’ve missed out on — inventory and distribution

7.3 2016201420137.4 2017

• Inventory count

improvements

• Inventory

transaction BIE

views

• Streamlined SO

entry

• Merge invoices

• UOM precision improvements

• Transfer or report in alternate

UOM

• Override primary vendor in

MRP or replenishment

• Negative lines for non-

inventory items in SO

• Sage 500 Shipping

• Global price changes

• Sage Inventory Advisor

• Shipment ID in Generate

Shipments

• Line item sales order

numbers printed on

invoices

• Inventory purge reimagined

• Inventory on-hand

analysis report in SI

What you’ve missed out on — manufacturing

• WO step complete flag

• Production entry return

• Progress entry return

• Manufacturing preferred bins

• Backflush from bin tracked

warehouse

• Redesigned manufacturing

posting

• Routing for non-

inventory items

• Backflush setup hours

• Delete or cancel WO

• WO purge utility

7.4 2013 2014 2016 20177.3

What you’ve missed out on — purchasing

• Capitalize freight at receipt of

goods

• Apply or override landed costs

at receipt or receipt line

• Improved landed cost

definitions

7.3 20172016

201420137.4

What you’ve missed out on — global enhancements

• Export all or displayed data

from BIE views to Excel or

PDF

• Visual process flows

• Multiple e-mail addresses in

doc transmittals

• Keyword replacement in doc

transmittals

• Sage Intelligence reporting

trees

• Check syntax on customizer

scripts

• Expanded custom controls

• Add custom tabs to existing

screens

7.3 20172016201420137.4

• Virtualization

• PDF Doc transmittals

• Performance

improvements

• E-mail address expanded to

255 characters

• Color coded companies

• Maintain tab position when

scrolling between records

• Customer memo pop-up

• ALL NEW Sage Intelligence

• Sage Enterprise Intelligence

• Operational templates in Sage

Intelligence

What’s holding you back …

Evaluate your current system

Do you have customizations to consider?

Are they itemized so that you can validate

them after upgrade?

Do you have integrations to external systems?

Are you integrated to your eCommerce

site?

Do you have 3rd party add-ons?

Support Considerations?

Are you on a supported version?

If no, issues within the software will not be

addressed on your version.

Staying current on Operation Systems, SQL Server

Versions and Microsoft Office

Security Improvements and Patches

Consider limitations you are putting on other

software

Ability to get supported hardware? Maybe

moving to virtual servers would be wise?

And More Things to consider…

Will you have time to test?

Completing a test upgrade and having users test all functionality.

Are you willing (and able) to have your system down if you fail to test?

While your partner is familiar with your system, they cannot possibly know everything about how you

use your system.

How is Sage 500 ERP deployed in your environment?

Citrix/Terminal Server deployment of the client or individual workstations

How many workstations need to be upgraded?

Do you have Business Forms and other customized reports backed up for easy deployment?

Have you planned for training users on new features?

Get the most out of the upgrade by training users and preparing them for the change.

3rd Party Add-ons…Some of the 3rd party add-ons to review

Credit Card Processing

What version are you on today?

Avalara Sales Tax

Shipping Solutions

Direct integration to Fed Ex / UPS

Sage ERP Shipping by SmartLinc (Process Shipper)

Sage Inventory Advisor

Warehouse Management

DC Warehouse

O2 Mobile

Scanco

Sage Fixed Assets (FAS)

Reporting Solutions

CRM Links

EDI

Document Management

Manufacturing Enhancements from e2b

eRequester

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.

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and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other

trademarks are the property of their respective owners.

Interested in Upgrading?

If you want to learn more about what a Sage 500 upgrade would

look like for your company contact RKL eSolutions at 888-222-8827

or www.rklesolutions.com