Sage MAS ERP What’s New in Sage MAS 500 v7.3 Kevin Karle Senior Solution Consultant February 18, 2011 Save time. Do more. Grow faster

Sage MAS ERP

What’s New in Sage MAS 500 v7.3

Kevin KarleSenior Solution Consultant

February 18, 2011

Save time. Do more. Grow faster.

Sage MAS ERP

Credit Card Processing

New Module

CCP Overview

Value Proposition – Credit Card

• Shorten the cash conversion process and improve cash flow– Simplify the order to cash process – Accept down payments– Capture funds during shipping – Stop shipments for failed credit cards– Reauthorize partial shipments– Quickly and easily process payment receipts– Decrease days sales outstanding – Reduce write offs– Open your business to new customers

Value Proposition (continued)

• Free to customers using Sage Payment Solutions or PSG Credit Card Processing

• Reduce transaction fees– Authorize transactions– Perform address verification– Capture Level I and Level II transactions– Require card security codes

• Reduce data entry and keying errors– Securely store credit card information for

reuse– Use check digit validation

Value Proposition (continued)

• Save time– Access pre-defined card information– See all transactions processed for a customer– Reduce collection efforts

• Ensure security– Comply with PCI standards– Protect customer information with the Sage Vault– Safely process transactions behind the gateway firewall

• Improve customer service– Offer more convenient payment options– Eliminate paper checks– Streamline customer’s purchasing process

Sage MAS ERP

Desktop

Enhancements

Enhancement Overview• Updated Sage MAS 500 Desktop

– Familiar Outlook look and feel

Enhancement Overview

• Updated Sage MAS 500 Desktop

Value Proposition - Desktop• Improve ease of use

– Simplify navigation– Gain faster access to frequently used tasks– Personalize the Tasks Explorer Bar to deliver

role-centric adaptability

• Save time– Automatically update Recently Accessed Tasks

based on individual activity– Customize content for each task group

according to business needs (i.e., web page, links to documents, statement of policies, or workflow diagrams)

• Streamline current workflows– Effectively organize information for each user’s

needs

Sage MAS ERP

Accounts Payable

Enhancements

Enhancement Overview• Electronic payments with Automated Clearing

House (ACH)

NACHA (US) and AFT (Canada)

formats

Enhancement Overview• Positive Pay


• PDF Document Transmittal– Generate and send important

vendor documents in PDF format– Increase security with documents

that cannot be edited

• Vendor Merge– Eliminate duplicate vendor records

by merging a source vendor into a target vendor

– Merge all aging and history records

Value Proposition – AP

• Save money– Reduce costs associated with paper checks and

postage– Eliminate lost or stolen checks– Reduce late fees associated with lost checks– Reduce bank fees and administrative costs – Eliminate check fraud

• Improve vendor relations– Improve cash flow for your vendors

• Eliminate manual processes– Generate and email secure PDF documents– Automate the merge of duplicate vendor records– Improve reporting accuracy

Sage MAS ERP

Inventory Management

Enhancements

Enhancement Overview• Improved physical count process


• New Inventory Management BIE views– Pending and posted inventory transactions– Pending lots and serial number previews

Value Proposition – Inventory

• Improve productivity– Provide a simplified method for performing

counts– Automatically set uncounted items to zero

• Reduce inventory costs – Perform counts more frequently– Reduce shrinkage– Improve auditing capabilities

• Accurately track inventory investment• Improve decision making

– Always have the information you need at your fingertips

Sage MAS ERP

Sales Order

Enhancements



Value Proposition – Sales Order• Improve customer service

– Quickly print invoice before committing shipment– Provide flexible credit card payment options

• Improve productivity– Leverage a more flexible and streamlined

process for sales orders– Experience improved system performance– Process commitments after hours without

impacting sales order processing– Cascade order header changes to order lines

• Improve cash flow– Accept credit card during order entry

Sage MAS ERP

Accounts Receivable

Enhancements


• Invoice merge– Merge multiple shipments into a single invoice

• Customer merge– Eliminate duplicate customers by merging a source

customer into a target customer– Merge all aging and history records

• Credit card refunds– Issue refunds in Process Cash Receipts and

Process Invoices

• PDF document transmittal– Generate and send important customer documents in PDF

format– Increase security with documents that cannot be edited

Value Proposition – AR

• Improve data accuracy– Merge duplicate records– Provide more accurate customer reporting (including aging

and history

• Improve customer service– Deliver faster access to all customer and invoice data– Support credit card refunds

• Save time– Generate customer documents as PDF automatically

Sage MAS ERP

Business Insights Explorer

Enhancements

Enhancement Overview• Context Menu Utility

– Customize Business Insights Explorer• Customize existing views and add new views

• Add or hide preview, drill into, analyze and manage options

• Export customizations from a test environment and import customizations to a production system


• Conveniently navigate your system with drill down and drill around analysis

• Optimize daily decision making by providing extensive personalization options

• View up-to-the-minute information• Easily access key tasks when you

need to take action• Integrate critical MAS 500 information

with desktop productivity tools such as Excel and Word

• Leverage new Inventory Management BIE views

Value Proposition – BIE • Focus on the most critical information for your

business – Personalize views of key business information– Drill down and around to related data– Take action with direct access to

MAS 500 tasks

• Make effective and timely business decisions– Apply query, reporting and

statistical analysis– Assess the state of your business

Sage MAS ERP

Performance and Scalability

Enhancements


v7.3 Performance Improvements Compared to v7.2

• Create and Process Sales Order – 90% more transactions per second

• Create Invoice – 100% more transactions per second• Create Purchase Order – 50% more transactions per second• Create Vouchers – 200% more transactions per second• Create Journal Entry – 60% more transactions per second• Cash Receipts Entry load and process – up to 99% faster

on large loads• Enter Sales Order and Print Invoice – approximately 75% faster• Sales Order Shipment Commit – approximately 70% faster• Manufacturing Work Order Posting – up to 95% faster on large

postings• Manufacturing Labor Transaction Posting – up to 89% faster

on large postings• Crystal Reports® – significantly improved

Value Proposition – Performance

• Improve employee efficiency and productivity• Improve employee satisfaction• Improve customer service• Do more with fewer resources

Demonstration

Sage MAS ERP

Sage MAS Intelligence

• Provides a simple and easy to use reporting solution leveraging Excel

• Delivers customizable and flexible reporting and analysis

• Replaces FRx as the financial report writer for all new financial reports

• Allows reports to be output to a specific file location, published to HTML, or emailed to recipients

• Eliminates “loose” Excel spreadsheet use by providing a user friendly and centralized interface

• Ensures a “single version of the truth” via a suite of preformatted report templates

Warehouse Sales Office

Web Server

DataData

DataData

Data Data

Data Data

Data

Data

DataData

User Desktop

Remote Office

What is Sage MAS Intelligence?

SMI Modules

• Report Manager– Create new reports from existing data– Sort, filter, and aggregate data– Email, schedule, and publish reports– Receive 4 Report Managers licenses in addition to each

purchased FRx Report Manager if on current a support plan

• Report Viewer– Run reports real-time with drill down capabilities– Change report parameters

– Receive licenses for each purchased FRx Drill Down Viewer

SMI Modules

• Report Designer– Generate financial statements– Edit existing financial layouts and create new layouts

using drag and drop functionality

• Connector– Connect to an unlimited number of ODBC-compliant data

sources– Provide real-time financial and non-financial

consolidations

• Security Manager– Control access to SMI modules– Control ability to add, edit and delete reports

Standard Reports

• Financial Reports (GAAP IS and BS)• Consolidated Financial Reports• Financial Trend Analysis• General Ledger Transaction Details• Customer Sales• Vendor Purchases• Inventory Status• Dashboard Analysis

Report Designer• Makes financial report design simple, flexible and fast• Includes predefined financial report templates• Uses drag and drop functionality for report creation• Delivers pre-defined financial formulas with support for

new formula creation• Supports segmented chart of accounts, column-based

reporting and consolidations• Includes drill down to detailed ledger transactions• Provides “what if” analysis• Requires Excel 2007

Connector

• Establish and maintain data links for customized reports

• Connect to any ODBC-compliant data sources• Create an unlimited number of containers• Add fields or other data to the container• Provide access to data using the Report Manager

Report Manager

• Create, edit and manage reports• Leverage data from one or more tables and/or data

sources• Select columns• Establish filters• Define runtime parameters and default values• Use system variables to dynamically determine a

value at runtime • Link changes back to the report template

Dashboards

• Consolidates information from multiple sources• Delivers information in a visual interface to display

performance metrics• Allows user to interact with the data (drill down)• Focuses on key trends, comparisons and exceptions• Delivers the most common application of business

intelligence

Business Benefits

• Quickly generate financial statements and other reports from predefined templates– Deliver a rapid ROI via a suite of delivered standard

reports

• Edit and create new financial layouts using drag and drop– Leverage ease of use

• Simplify, automate and control the entire reporting process – Improve productivity

• Leverage data across your entire organization– Provide complete flexibility– Improve decision making

Business Benefits

• Add newly created accounts with one-click refresh – Improve productivity

• Improve planning and forecasting decisions with “what if” analysis– Become proactive versus reactive

• Leverage native Excel for report presentation– Leverage existing knowledge in your organization– Eliminate manual repetitive work in Excel– Enhance report presentation

Resourceshttp://www.sagemas.com/lp/sagemas/SMI/index.html

• Product Brochure• FAQ• Drivers of Success White Paper• Intelligence Component Comparison (FRx)• Available Training Courses from Sage University• Installation Guide and Installation Video

http://www.sagemas.com/lp/sagemas/SMI/index.html

Sage MAS ERP

What’s Coming in SAGE MAS 500 v7.4?

A CLOSER LOOK

Advanced Mfg – Step Complete

Market Problem Customers want the flexibility to use Work Order to record labor and processing costs with non-inventory items.

Solution Name Complete Work Order Step without Issuing Material

Solution Description A material issue is no longer a requirement to complete a work order step. Users can complete the step at any point in the process allowing the requested flexibility. Additionally, completing a step clears unissued quantities from the Quantity Req’d for WO in Replenishment.

Benefit (Why/ROI to solve)

Productivity; Ease of Use

Business Impact (how will the business improve)

Simplified process will increase productivity by eliminating steps and increase user satisfaction by making a common task easier to accomplish

User Persona (what persona cares)

COO, Production Manager, Shop Floor Manager

Advanced Mfg – Return Progress / Production Entry

Market Problem Production and Progress entries are sometimes processed in error or orders get cancelled prior to completion. Reversing those entries has been problematic in prior versions.

Solution Name Reverse Progress and Production Entries

Solution Description Entries processed in error can now be reversed, reopening the associated steps for reversal and / or allowing reentry of the corrected quantity produced.




New tasks in version 7.4 accommodate the need to reverse entries when warranted, reversing the production posting and reopening associated steps for reversal if needed.



Advanced Mfg – Preferred Bins

Market Problem Preferred bin capabilities applied to both distribution and manufacturing picking. Users want the ability to assign separate preferred bins depending on the purpose of the pick.

Solution Name Assign Manufacturing Preferred Bins

Solution Description Enhancements to Maintain Inventory provide added controls to streamline the manufacturing process and automate material issues by identifying a Manufacturing Preferred Bin for a Warehouse and Item on the Inventory Control tab. Users can optionally set the Distribution Preferred Bin(s) to be used for manufacturing as well or, choose to set distinct manufacturing preferences.




New settings in version 7.4 accommodate the need to have separate distribution and manufacturing bin preferences.



Advanced Mfg – Backflush from Bin Tracked Warehouse

Market Problem Users want the ability to distribute materials using the backflush method from bin tracked warehouses.

Solution Name Backflush from Bin Tracked Warehouses

Solution Description When at least one Preferred Bin is identified for an item, the bin preference is then used in backflush transactions generated in Labor Entry.




New settings in version 7.4 allow backflush transactions from bin tracked warehouses when at least one preferred bin is identified for an item.



Advanced Mfg – Improved Posting

Market Problem Manufacturing posting dates in the Inventory sub-ledger do not tie to the General Ledger Posting date. Posting manufacturing transactions is complicated and time consuming.

Solution Name Improved Manufacturing Posting

Solution Description New “Post MF Transactions” task automatically creates batches grouped by transaction date and consolidates the batches into a single point of control with selection filters allowing users to select and review transactions. Transaction posting dates are automatically synchronized to GL posting dates.

Benefit (Why/ROI to solve) Productivity; Ease of Use


Simplified posting process. Dates will always match to facilitate reconciliation.


CFO, Financial Manager, COO, Production Manager, Shop Floor Manager

MANUFACTURING DEMOS

Business Insights Improvements

Market Problem Business Insights Explorer can be slow on the initial load of data and when exporting to Microsoft Excel, all columns and rows export – thus duplicating the work

Solution Name Business Insight Explorer Improvements

Solution Description An option was added to limit the number of lines displayed on initial load and an additional option was added to the export dialogue allowing export of only the data in the grid






Controller, Finance Manager, COO, CEO, Accounting staff, Customer Service Representative, Sales Manager

Business Insights Performance+Updated controls+Improvements to the select engine+Optimization of metadata =Reduced time to return selection and filtered results

•Option to limit output to the “top n” results provides a way to limit results returned and provide a quick view of top performers.

BI Export Options

Export all or only selected data

Core Financials

Market Problem Too many steps - Today users have to leave the Cash Receipts task and the Accounts Receivable module, and access Accounts Payable to create a voucher and issue a refund check.

Solution Name Customer Refunds from Cash Receipts

Solution Description Enhanced refund process and simplified steps to issue Customer Refund checks






Controller, Financial Manager, Accounts Receivable and Accounts Payable Clerk

Core FinancialsMarket Problem Feature Gap - Today users are unable to create or track

negative invoices in Accounts Receivable.

Solution Name Negative Invoicing

Solution Description Users now have the ability to overpay an invoice, resulting in a negative balance, by applying any of four (4) transaction types to an existing invoice in AR Enter Cash Receipts or AR Apply Payments and Memos. Those transaction types are - Cash; Customer Payment; Credit Memo; Another Overpaid invoice’s negative balanceFurther, they will be visible to the user in Print / Re-Print Invoices; Customer Status on the Ledger Tab; Customer Statements; AR Aged Receivables and AR Trial Balance; AR Insights Views, Explore Invoices/Applications and Customer Payments/Applications




New process will increase productivity by eliminating steps and increase user satisfaction by improved tracking of a common occurrence without additional steps. Improved visibility of overpayments.


Controller, Financial Manager, Accounts Receivable Clerk

ACCOUNTS RECEIVABLE DEMOS

Distribution – Landed CostsMarket Problem Landed costs were limited to the costs set by vendor

or item. Users want the ability to apply actual landed costs at either the receipt or line item level to improve accuracy, and to override costs as needed.

Solution Name Landed Cost Improvements

Solution Description Users are now able to define, override or apply landed costs on an individual receipt basis. Landed costs at the receipt level can also be allocated to the individual lines by one of several allocation methods. Alternatively, costs can be applied to individual receipt lines rather than at the receipt level, using a per-unit percent of cost or flat amount per unit. Individual line costs can be overridden as needed.


Productivity; Ease of Use; Improved Accuracy


The new options allow increased flexibility and improved accuracy in applying landed costs.


CFO, Financial Manager, COO, Receiving Manager

LANDED COST DEMO

Distribution – Unit of Measure

Market Problem Unit of Measure conversions and rounding could be unpredictable resulting in ‘orphaned’ quantities. Reporting was limited to only the Stock UOM

Solution Name Unit of Measure Improvements

Solution Description Additional options are added to improve control and predictability in rounding. Reporting allowed in alternative units of measure. Conversion factors are now stored with the transactions.


Productivity; Ease of Use; Improved Accuracy


The new options allow increased flexibility and improved accuracy in unit of measure conversions and reporting.


CFO, Financial Manager

7.4 - Unit of Measure (UOM)• 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 qty in both

precisions – Displayed in rounded qty• Bin transfers in any UOM• New Item UOM BIE view• Inventory Reporting in alternative UOM

CI Set Up Units Of Measure

7.407.30

Changes to Maintain Items

Distribution – Primary VendorMarket Problem Preferred Vendor determined by the selection of

a Primary Vendor in Warehouse Replenishment, with no opportunity to override the selection when processing Inventory Replenishment or Material Requirements Planning.

Solution Name Override Primary Vendor

Solution Description The addition of a checkbox in Maintain Inventory on the Replenishment tab in version 7.4 enables the option to continue the use of the default Primary Vendor from Warehouse Replenishment, or, when cleared, to assign an item specific Primary Vendor. Added ability to override Primary Vendor during Replenishment or MRP.






COO, Purchasing Manager, Warehouse Manager

PRIMARY VENDOR DEMO

Technology Updates

Crystal XI R2 (v11.5)

Microsoft Office 2010

Updated third-party controls

Visual Studio 2010 and .Net Framework 4.x

Operating System and SQL Server Service Packs– SQL Server 2008 R2– Availability of Run-Time SQL Server

Sage MAS ERP

Q&A

[email protected]

Documents

Sage MAS ERP What’s New in Sage MAS 500 v7.3 Kevin Karle Senior Solution Consultant February 18, 2011 Save time. Do more. Grow faster