Al 2012 Sage 300 ERP Roadmap
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Transcript of Al 2012 Sage 300 ERP Roadmap
Introducing Sage ERP 300 – 2012 the new version
Presented By: Jenny Garbuzova
Sage 300 ERP Release Timelines
2012 2013
September 2012 December 2012 June 2013
Sage ERP 2012Product Updates
Sage ERP 2013
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
Top ideas from www.Sage300ERP.com\feedback
User Experience
Visual Process Flows
Table Line Shading
Improved Finder
Documentation
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
Table Line Shading- Table rows in grids are displayed in alternating shades to make reading information easier
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
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
Operational Data Inquiry
Order Entry Improvements
Reverse GL Batches
Multi-company License
Sage Advisor Update
Platforms
Functionality
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
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
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
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
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
View available updates
Schedule When to Check for
UpdatesEasily Download
Fixes and Updates
New Supported PlatformsMicrosoft
– Windows 8
– Office 2013
– Small Business Server 2011
Databases– Microsoft SQL Server 2012
– Pervasive 11
Virtualization Platforms– Microsoft Hyper-V
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
Checkbox to include or exclude Inactive Items in Inventory Worksheet and Inventory Reconciliation
Reports
Ability to Exclude Inactive Accounts from GL Charts of Accounts
Reports
Ability to Enter a Range of Fiscal Years in the GL Transactions
Listing Report
Sage CRM
Sage Intelligence Reporting
Sage Payroll
Sage Budgeting & Planning
Integrations
Multi-browser support
Mail Merge
Document Filing
Sage CRM for Tablet
Sales Commission Splitting
Sage CRM v7.1 SP2 Functionality
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
Multiple Years
Multiple Budgets
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
Sage SourceComing in a
Product UpdateIncluded with new Payroll
Employee self-service web portal to access
Pay Stubs
Company announcements
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
Sage Payments
Sage Shipping by SmartLinc
Sage Alerts by Vineyardsoft
Connected Services
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
Sage Exchange Portal
Real time updates of your consolidated payment activity across entire organization
Platform for electronic payment processing
Credit Card Swipe When Cards are Present
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
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
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
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
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