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Introducing Sage ERP 300 – 2012 the new version Presented By: Jenny Garbuzova

Al 2012 Sage 300 ERP Roadmap

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Page 1: Al 2012 Sage 300 ERP Roadmap

Introducing Sage ERP 300 – 2012 the new version

Presented By: Jenny Garbuzova

Page 2: Al 2012 Sage 300 ERP Roadmap

Sage 300 ERP Release Timelines

2012 2013

September 2012 December 2012 June 2013

Sage ERP 2012Product Updates

Sage ERP 2013

Page 3: Al 2012 Sage 300 ERP Roadmap

Sage 300 ERP 2012 Release Highlights

Customer Relationship Management

Sales Management

Connected Services

Purchasing Management

System Management Financials

Business Intelligence

Inventory ManagementManufacturing

Payroll

Sage 300 ERP 2012

Sage Payments

User Experience

Sage Advisor

Sage CRM Integration

Platforms

Functionality

Reporting

Page 4: Al 2012 Sage 300 ERP Roadmap

Top ideas from www.Sage300ERP.com\feedback

Page 5: Al 2012 Sage 300 ERP Roadmap

User Experience

Visual Process Flows

Table Line Shading

Improved Finder

Documentation

Page 6: Al 2012 Sage 300 ERP Roadmap
Page 7: Al 2012 Sage 300 ERP Roadmap

Sage Visual Process Flows

• Version 2012 will include out-of-the-box Process Flows for:

• GL transactions• Bank transaction and reconciliation• AR transactions• AP transactions• OE transactions• IC transactions and inventory management

Page 8: Al 2012 Sage 300 ERP Roadmap
Page 9: Al 2012 Sage 300 ERP Roadmap

Table Line Shading- Table rows in grids are displayed in alternating shades to make reading information easier

Page 10: Al 2012 Sage 300 ERP Roadmap

With Microsoft SQL Server the Finder now uses case-sensitive collation

For example, if you searched for records that contain "client" records that contain "Client" or "CLIENT" will now also be returned

Improved Finder

Page 11: Al 2012 Sage 300 ERP Roadmap

Improved Help for OE and PO – readability, usability and accuracy

Guides are back - PDFs for OE, PO, and Payments

Help videos available in Portal LearningCenter and http://www.youtube.com/user/sage300doc

New translated content - Help and Guides

Documentation

Page 12: Al 2012 Sage 300 ERP Roadmap

Operational Data Inquiry

Order Entry Improvements

Reverse GL Batches

Multi-company License

Sage Advisor Update

Platforms

Functionality

Page 13: Al 2012 Sage 300 ERP Roadmap

Expanded Inquiry functionality to support custom queries and smart lists on your operational data, including:

Inventory Items/History

Orders/Sales History

Purchase Order Transactions/History

Functionality

Page 14: Al 2012 Sage 300 ERP Roadmap

Order Entry ImprovementsKnow who created the order – “Entered By” field

Understand why an order is on hold – “On Hold Reason” field

Track shipping information more easily

“Deliver By” date field added

“Ship Via”, description, and “Tracking No“ fields moved to Order Tab

Create a PO directly from OE

Create a copy of the current Order

Print an OE Invoice directly from AR Inquiry

Voted by Customers

Page 15: Al 2012 Sage 300 ERP Roadmap

Reverse GL BatchesIf you find any errors while reviewing the report content, you can now quickly reverse an entire General Ledger Batch with a new option in Batch Entry, rather than just one entry

Voted by Customers

Page 16: Al 2012 Sage 300 ERP Roadmap

Multi-Company License

Lower your total cost of ownership with Version 2012, when multiple Companies are accessed within Sage 300 ERP on the same computer by the same User

Page 17: Al 2012 Sage 300 ERP Roadmap

Sage Advisor Updates

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

Page 18: Al 2012 Sage 300 ERP Roadmap

View available updates

Schedule When to Check for

UpdatesEasily Download

Fixes and Updates

Page 19: Al 2012 Sage 300 ERP Roadmap

New Supported PlatformsMicrosoft

– Windows 8

– Office 2013

– Small Business Server 2011

Databases– Microsoft SQL Server 2012

– Pervasive 11

Virtualization Platforms– Microsoft Hyper-V

Page 20: Al 2012 Sage 300 ERP Roadmap

Report EnhancementsIC Inventory Worksheet – Exclude inactive inventory items

IC Inventory Reconciliation Report –Exclude inactive inventory items

GL Chart of Accounts Reports - Exclude Inactive Accounts

GL Transactions Listing Report - Filter by Range of Fiscal Years on (in Product Update)

Voted by Customers

Page 21: Al 2012 Sage 300 ERP Roadmap

Checkbox to include or exclude Inactive Items in Inventory Worksheet and Inventory Reconciliation

Reports

Page 22: Al 2012 Sage 300 ERP Roadmap

Ability to Exclude Inactive Accounts from GL Charts of Accounts

Reports

Page 23: Al 2012 Sage 300 ERP Roadmap

Ability to Enter a Range of Fiscal Years in the GL Transactions

Listing Report

Page 24: Al 2012 Sage 300 ERP Roadmap

Sage CRM

Sage Intelligence Reporting

Sage Payroll

Sage Budgeting & Planning

Integrations

Page 25: Al 2012 Sage 300 ERP Roadmap

Multi-browser support

Mail Merge

Document Filing

Sage CRM for Tablet

Sales Commission Splitting

Sage CRM v7.1 SP2 Functionality

Page 26: Al 2012 Sage 300 ERP Roadmap

Sage Intelligence Reporting

New Designer Add-In

Easier to use

Better performance – in-memory processing

New Report Templates

Report Distribution

Reporting Trees

Automatically installed with General Ledger

Page 27: Al 2012 Sage 300 ERP Roadmap

Multiple Years

Multiple Budgets

Page 28: Al 2012 Sage 300 ERP Roadmap

PayrollSage Source

Calculate Garnishments on wages

Child support payments with support of electronic payments

Report updates

Employee Earning distribution – spilt employee earnings between several GL accounts

Workers compensation included as a regular tax - now calculated during payroll processing

Coming in a Product Update

Page 29: Al 2012 Sage 300 ERP Roadmap

Sage SourceComing in a

Product UpdateIncluded with new Payroll

Employee self-service web portal to access

Pay Stubs

Company announcements

Page 30: Al 2012 Sage 300 ERP Roadmap

Sage Budgeting and PlanningShorter planning cycles through collaborative budgeting

Security and access control

Web accessibility

Seamless integration with ERP data

Functionality

Automated Consolidation

Ability to handle “Rolling Forecasts” and copy forward

Highly Configurable

Great Price/Value ratio

Page 31: Al 2012 Sage 300 ERP Roadmap

Sage Payments

Sage Shipping by SmartLinc

Sage Alerts by Vineyardsoft

Connected Services

Page 32: Al 2012 Sage 300 ERP Roadmap

Disconnected, these are

commodities.

Payment Devices

Sage Exchange

Portal

Sage ExchangePayments Hub

Sage ERP Desktop

Connected, data is moved into the payments hub.

ConnectedConnected

Connected

Payment Networks

PCI Free Zone

Connected

Page 33: Al 2012 Sage 300 ERP Roadmap

Sage Exchange Portal

Real time updates of your consolidated payment activity across entire organization

Platform for electronic payment processing

Page 34: Al 2012 Sage 300 ERP Roadmap

Credit Card Swipe When Cards are Present

Page 35: Al 2012 Sage 300 ERP Roadmap

Mobile Cash PaymentsTurn your mobile phone into a payments device

End-to-End encryption and PCI compliant with a credit card reader so you can get the lowest "card present" rates

No additional fees for mobile transactions

Works on more than 400 mobile devices

Page 36: Al 2012 Sage 300 ERP Roadmap

Mobile Cash Payments

Securely login

Enter amount, tax and tip if applicable

Add additional invoice information.

Optional ‘Card Swiper’

Optional signature capture for the lowest credit card rate

Page 37: Al 2012 Sage 300 ERP Roadmap

Multi-Carrier solution

UPS, FedEx, USPS – US and Canada

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

http://www.smartlinc.net

Sage Shipping by SmartLinc

Page 38: Al 2012 Sage 300 ERP Roadmap

Sage Alerts by Vineyardsoft

Business Activity Monitoring

Notifications to staff of critical business issues

Identify trends of problems across the entire system

Combines and analyses information from multiple systems

http://www.sageknowledgesync.com

Page 39: Al 2012 Sage 300 ERP Roadmap

http://www.sageknowledgesync.com

Learn more about Sage 300 ERP 2012

www.Sage300ERP.com/2012release

Sage 300 ERP product blog

http://sage300erpinsights.com

Sage 300 ERP documentation YouTube channel

http://www.youtube.com/user/sage300doc

SageU YouTube Channel

http://www.youtube.com/playlist?list=PL71CC436DE250DB34&feature=plcp