What’s new in Sage 300Rob LawsonApril 2016

05/03/2023 1

Sage 300cA glimpse into the future

A new face

New web screen activations

Sage 300 + mobility

Outside the office

Inside the office

New homepage

12 new widgets in 2016, 3 new widgets in 2016.1:

• Account Balances• Cash Position• Income and Expenses• Income from Operations• Top Vendors• Top Customers by Billing• Top Customers by Current Amount

Due• Expiring Vendor Discounts• Payables Aging• Receivables Aging• Previous Year Income Comparison• Previous Year Expenses

Comparison• Top Salespersons by period• Inventory Item Performance• Activity Trend

Multi-language support

Sage 300New features in 2016

GL Transaction Listing Report by Document Date

“Entered By” field in GL Journal Entry

New Post Button added to entry screens for GL, AP, AR, and Bank

Tax Tracking Report Updates

Adding an IT user

Performance

Bank:

• Reconcile Statement Scrolling

• Reconcile Statement Quick Clearing

• Reverse Transactions – Reverse Payment Finder

Project and Job Costing:

• Job Deletion now faster

05/03/2023 14

Other technical enhancements

• Support for− Microsoft Office 2016

− Windows 10

− SQL Server 2016

• No longer supporting Pervasive or Oracle

• Streamlined activation; no longer need to− Run day-end for activation

− Post outstanding batches

− Complete Bank Reconciliation

• User Account Control compliant and made easier

• Regacc.exe improvement, faster upgrades and installs

Sage 300What’s coming 2017

2017.0 (August) – Web UI Improvements

Usability feedback from customers

• Improve data entry flows

• Optimize screen real estate

• Remove unnecessary clutters

• Reduce vertical scrolling

UX/Design and development effort

• Reorganize form fields layouts

• Full-width layouts and data grids

• Collapsible areas to hide/show

• Better HTML/CSS structures and visual design patterns

2017.0 (August) – Web UI Improvements

Above screen fold1280 x 800 pixels

Before

After

Full-width screen support

Optimized entry fields layout

2017.0 (August) – Web UI Improvements

2017.0 – Web Screen (Customization, etc.)

Sage Connect 2016

• Web UI customization• Allow users to hide labels/controls on the web screens • New to Web screens – you can also edit labels• Note – there will be no connection between the

customizations done on the desktop and the web• i.e. if you hid a button on the desktop, the same button will

show up on the web screens unless you go and explicitly hide the button on the web screen as well

• No capability to add new controls to screens for the August release

• Additional 15 web screens including TX Tax Tracking Report

2017.0 – Notes

Sage Connect 2016

• Allows users to add in notes for • Customer records• Vendor records• Inventory items

• When a user uses the customer/vendor/inventory item in an order (sales order or purchase order), the notes will pop up

• Used as a reminder on items (e.g. extra discount to liquidate inventory, overdue payment of customer)

Prototype

2017.0 – Notes

Sage Connect 2016

• Will be available in both web screens and desktop screens

• Notes will be accessible in API• Let Jackie know if you are

interested in providing more feedback

Prototype

What’s New Sage 300 Add-on solutions

Add-ons

• Sage Inventory Advisor

• Sage Fixed Assets 2016

• Sage HRMS 2016

• Sage CRM 7.3 & SP2

• Sage Alerts & Workflow

• Sage Intelligence Reporting

• Sage Enterprise Intelligence

Sage Inventory AdvisorWhat’s new Sage Inventory Advisor

Designed To Address Two Questions

Classification Forecasts

Inventory Advisor

What needs attention today?

What to Order?

Risk & Buying Policy

What’s new?• Improved Dashboard layout to identify action items

• Separate treatment of new SKUs to reduce “noise”

• New “look forward” feature to manage unusual delays

• Added container “top-off” by weight, volume or cost

• Added top-down bulk forecast improvements

• Enhancements to layout of dynamic reorder levels

• Improved user access rules and rights

• Policy/rule overrides at more granular level

• Added in-product tours of screen elements

• Embedded context-sensitive video tutorials

Introducing SIA “Basics”:• Available only as a bundled application for 300c

• with either a Gold or Platinum Client Care Plan

Difference between the SIA “Full” vs. “Basics”

• A streamlined version that features a simpler interface

• No (BOM) Bill of Materials

• No Central Warehouse Distribution

• Simplified forecasting

Sage Fixed Assets 2016What’s new Sage Fixed Assets 2016

What’s new Sage Fixed Assets 2016

Most current download:

• Current version: 2016.1

Sage Fixed Assets 2016.1 includes:

• Tax Law of 2015 (PATH Act of 2015)

• User Management Utility

This update applies to:

• Depreciation

• Tracking

• Planning

• Reporting

05/03/2023 30

What’s new Sage Fixed Assets 2016To download the latest Sage Fixed Assets release:

• Go to http://support.na.sage.com

• Log on to the Customer Portal

• or click Join to create a new Customer Portal account

• Click on My Downloads in the upper right-hand corner

• Select Sage Fixed Assets

• Scroll down to Downloads and updates

• Click on the desired Sage Fixed Assets product to download

05/03/2023 31

Sage HRMS 2016What’s new Sage HRMS 2016

What’s new Sage HRMS 2016

• Simplified user interface with a new look and feel across endorsed solutions

• Easier navigation between Sage HRMS and web applications

• Single sign-on functionality so you can log on once with access to both Sage HRMS and Sage ESS (Employee Self Service)

• Enhanced document storage in Sage HRMS

• New Supported Platforms and SQL

• Windows 10, Server 2012 R2, SQL 2014

05/03/2023 33

Simplified user interface with a new look and feel

05/03/2023 34

What’s new Sage HRMS 2016 - Availability

The software can be downloaded from the Sage Knowledge Base• https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=69256

The KB article directs to the Sage download links for Sage HRMS• http://dlm.na.sage.com/d.aspx?_C=9BEFDDA59056C8AE

Sage ESS (Employee Self Service)• http://dlm.na.sage.com/d.aspx?_C=C28CD471C096E87C

 

05/03/2023 35

Sage CRM 7.3What’s new Sage CRM 7.3

Sage CRM has a fresh, contemporary look and feel.With a new navigation, Sage CRM is more intuitive than before.

Act on a range of preconfigured alerts and notifications

Save time with new alternative sales workflows

Gain greater insight on new management dashboards

Analyse sales campaigns activities with new KPI charts

Email quote information as a PDF in just one click

Business Accelerators for Sales

Supports iPhone, iPad, Android Phone and TabletsCreate and display custom data for people and opportunitiesCreate appointments & tasks on your phoneAdd phone contacts as a Person or Lead record in Sage CRM

Sage CRM Mobile App

Sage CRM 7.3, now with MailChimp

@@@Sage CRM7.3

Create a targeted email campaign using MailChimpSend this campaign to 2,000 subscribersSelect from dozens of premade email templatesCreate campaigns that work 365 days a yearTrack open and click-through rates

Sage CRM 7.3

What’s coming Sage CRM 7.3 SP2

What’s coming Sage CRM 7.3 SP2

Software Support

• Office 2016

• Office 365

• Exchange 2016

• SQL Server 2016

• Latest versions of Office 365

• Windows 10 server

• Sage 300 2016 Support − (Testing already done!!!)

Outlook Lite plugin for On-premise

• File Outlook emails in Sage CRM

• Add contacts from Outlook to Sage CRM 

• 64 bit compatible

Exchange integration issue fixed:

• When a synched meeting occurs in the past, changes made to that meeting in Sage CRM will no longer result in an update being sent to Outlook users

 

What’s coming Sage CRM 7.3 SP2continued…Mobile enhancements for iPhone and Android apps

• scheduled for submission to Apple & Google on 4/22

• Enhanced synching, branding updates

 

Customer for Life

• 45 Customer Cases fixed

05/03/2023 43

Sage Alerts & WorkflowWhat’s new Sage Alerts & Workflow

05/03/2023 45

What’s New: Sage Alerts & Workflow v9“Closed Loop Alerting”Sending an alert is all well & good, but how do you know that the person you’ve sent it to has received it and read it – and (most crucially) whether they’ll be able to act on it.

In version 9 of Alerts & Workflow, an outgoing alert message can now require that a recipient “acknowledge” the alert.

The acknowledgement option appears as a URL link within the received alert message.

No additional hardware or software is needed to use “acknowledgements” and all on-plan clients get acknowledgements free of charge.

alert message can now require that a recipient “acknowledge” the alert.

05/03/2023 46

05/03/2023 47

What’s New: Sage Alerts & Workflow v9

Acknowledgement OptionsAlerts & Workflow version 9 supports six kinds of “acknowledgement” responses; web form templates are provided and are 100% customizable.

Different events may use different kinds of acknowledgement forms; one form could be for customers to acknowledge order details, and another form could be for service techs to acknowledge an assigned service call.

Among the acknowledgement options are the ability for an alert recipient to respond with a “yes”, “no”, or “cancel”, and to send back any pertinent comments.

Response options

Ability for an alert recipient to respond with a “yes”, “no”, or “cancel”, and to send back any pertinent comments.

05/03/2023 48

05/03/2023 49

What’s New: Sage Alerts & Workflow v9

Who Has - & Hasn’t - Acknowledged

When an alert recipient acknowledges receipt of an alert, that acknowledgement triggers other Alerts & Workflow notifications (such as alerting a sales representative that a client has acknowledged their order details).

Alerts & Workflow itself automatically tracks which alerts have required acknowledgements, who has (and hasn’t!) acknowledged their alerts (along with the recipient’s comments), and how long it took a recipient to acknowledge.

Where service levels and response times are involved, Acknowledgements are essential.

Sage Intelligence ReportingWhat’s New Sage Intelligence Reporting

What’s New Sage Intelligence Reporting

Integration with Sage CRM

The whitepaper I wrote up on this topic can be found here:

http://bit.ly/WhitepaperSItoCRM

05/03/2023 51

05/03/2023 52

Standard Reports

* Reports which require a Designer License in order to utilise report.

Report

Financial Trend Analysis

GL Transaction Detail

Financial Report Designer: Layout Generator and Task Pane*

Financial Income Statement

Financial Balance Sheet

Financial Ratio

Dashboard Analysis

Dashboard Analysis AR

Inventory Master

Purchase Master

Sales Master

Sales Master AR

Additional report templates can be found from the Report Template Utility or the Free Report Templates group on the Sage Intelligence Community

Sage Intelligence Report Utility

Dashboard

05/03/2023 54

New Features

05/03/2023 56

Hide Zero Rows

05/03/2023 57

Group Category Code

Out of the box reporting - layouts

Financial Report Designer

59

Missing Accounts

03/05/2023

05/03/2023 60

Distribution with editable formulas

05/03/2023 61

Dynamic Account Ranges

May 3, 2023 62

Dynamic Account Ranges

Sage 300 ERP 2016 Intelligence Reporting

May 3, 2023 63

Allow Reports in this Role to be edited

May 3, 2023 64

Additional featuresSupport for alpha characters in General Ledger account numbers

Additional account separators

Sage Enterprise IntelligenceWhat’s New Sage Enterprise Intelligence

What’s New Sage Enterprise Intelligence

Integration with

• Sage 300

• Sage CRM

05/03/2023 66

Web (BI)

• Intuitive User Interface

• Integrated with Sage 300

• Real-time access to Sage 300

• and other data sources

• Pre-built templates

• Easy to share information

• Centralized security layer

• KPIs and dashboards

• Drill-down to transactional data

• Data entry (ie. Budgeting)

• Distribution module

• Data warehouse and consolidation (OLAP)

Key Features and Benefits:

67

• Anywhere, Anytime BI

• Real-time data access from any device

• Fingertip analysis with KPIs and drill-down

• Worry-free secure access

• Immediate visibility of key business information

• Improves collaboration and decision making

Key Features and Benefits

68

Mobile

• Seamless integration between Excel and any, and multiple, data sources

• Increase productivity by eliminating manual entry

• Access live enterprise data securely from within Excel

• Produce real-time financial statements and reports quickly

• Drill-down to transactional data

• Consolidation of multiple data sources

• Advanced Excel pivot capabilities

Key Features and Benefits

69

TemplatesAccounts Payable • AP Payment Batch Entries • AP Invoice Batch Details • AP Vendor Statistics • AP Posted Transactions

Accounts Receivable • AR Invoice Batch Details • AR Posted Transactions • AR Customer Statistics

Finance • Un-posted Detail Actual • Budget • Detail Transactions • Account Summary • Actuals and Budgets 2023-05-03 70

Excel Add-In

Cash Flow • Cash Flow Inventory • IC Location Details • IC Transfers • IC Historical Transactions

Order Entry • OE Credit Note Summary • OE Invoices with Details • OE Orders with Details • OE Invoice Summary • OE Order Summary • OE Shipment Summary

Project and Job Costing • PJC Projects and Staff • PJC Transactions • PJC Categories • PJC Contracts

Purchasing • Purchase Order Lines • Purchase Orders

• Sales Analysis • Sales History

Questions?

05/03/2023 71

Thank youWe will be at the Sage booth if you have any questions