MAS Upgrade 4.50 Information Package

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B e n e f i t s

Improve your decision-making with visibility to information across your business

Turn data into actionable, fact-based knowledge

Streamline data entry with uncluttered and user-friendly grid entry screens

Improve information sharing and collaboration with other teams

Offer your customers superior service with your choice of three CRM solutions

Work more efficiently with new usability enhancements

Get more tax benefits with the new Fixed Assets module

Easily customize report output with expanded Crystal Reports capabilities

Create your own user-defined fields and tables

What’s New in Sage MAS 90 and 200 v4.2?Sage MAS 90 and 200 4.2 Works the Way You Do

For over 20 years, Sage MAS 90 and Sage MAS 200 ERP systems have set the standard for ease of use, have helped businesses take the complexity out of their accounting and operational processes, and with the new 4.2 release, we’ve raised the bar even higher.

New inquiry tools and reporting capabilities make analysis and decision-making more straightforward. Enhancements throughout the software make data entry and navigation more natural and intuitive. The object-oriented architecture introduced in version 4.0 has been expanded throughout the core accounting applications, plus integration with CRM solutions and a new fixed asset management module extend the capabilities of your software.

Many of these enhancements are a direct result of customer feedback. We’re confident you’ll agree that Sage MAS 90 and 200 v4.2 is a release that can help your business take a leap forward with enhanced information access, integration, and agility.

Business Insights Explorer—Gain Instant Visibility Across Your BusinessBusiness Insights Explorer is an easy-to-use, on-the-fly inquiry and analysis tool that improves your decision-making by helping you identify opportunities, inefficiencies, challenges, successes, and more. With a smartly designed grid interface, it serves up information from across the Sage MAS 90 or 200 system. You get a perfect view into important information and tasks, as well as immediate answers to unanticipated inquiries without an existing report. You can even drill down and edit information at the transaction level directly from Business Insights Explorer!

Turn Data Into Actionable KnowledgeTurn your data into actionable, fact-based knowledge by using the powerful sort, group, and filter capabilities that you can personalize for your specific needs and organizational role. And, save those views for future use! Get quick answers to those “what-if” scenarios that may otherwise keep you awake at night. What if your largest customer increases their orders by 10 percent? Business Insights Explorer provides a better way for you to access and understand your data—and you don’t have to be a programmer to use it! Beginners can start right away, and because of its intuitive flexibility and depth of functionality, it will continue to grow with you and your business far into the future.

With just a few clicks, Business Insights Explorer provides daily quick and easy data inquiries, those occasional “what if” scenarios, and last-minute must-have executive requests.

Accounts Payable Made EasyVersion 4.2 brings a revolutionary user interface to the Accounts Payable module that helps you raise productivity through a dual-grid entry screen and improved reporting capabilities.

Streamlined, Personalized Grid EntryWith enhanced Accounts Payable in v4.2, the efficient, streamlined, and user-friendly grid entry screens are now throughout the entire core accounting suite in Sage MAS 90 and 200. You’ll enjoy more efficient data entry and virtually limitless flexibility, capitalizing on a dual-entry grid. It gives you the ability to work the way you want to, organize your more frequently used fields in a primary grid and your lesser-used fields in a secondary grid to maximize viewing capacity.

Crystal ReportsSimplify your business reporting. All bundled reports and forms now leverage Crystal Reports®. You gain tremendous capabilities to easily customize your reports, along with many more report output options that are supported through the Crystal Viewer, including Excel, Word, PDF, and e-mail.

Personalized Report SettingsReduce potential errors in report generation and streamline your printing process by creating personalized settings. Saved Report Settings are available with three different types of security access (Public, Read Only, and Private).

Powerful UDFsNow you can add user-defined fields (UDFs) to any data file within Accounts Payable, Accounts Receivable, and General Ledger. You can easily include the UDFs you create in your reports because they are considered the same as other data by the system. You can populate a UDF value from another table within Sage MAS 90 and 200 so the data appears where and when you need it. Plus, crosscheck your UDFs by building a user defined table (UDT). UDT’s can be used as a means for creating validations and referential integrity against the UDF’s within the system.

Improved Accounts Payable Workflow Features

Improved Batch AuditingUse enhanced auditing throughout your entire core accounting solution. View additional detailed data for each batch, including user, date, and time.

Right Mouse Click Your Smart MemosA right mouse click allows you to intelligently navigate memos. Bring relevant information to where you need it from anywhere in your core accounting applications or related tasks. Safeguard your data, reserving access and editing for those with security rights for the tasks.

Vendor MaintenanceYou’ll enjoy new uncluttered tabs within your workflow that are easier to use. Easily sort columns to fit your needs—even hide columns from view. Prevent duplicate entry of invoices from a selected vendor when you make entries through Receipt of Invoice Entry in the Purchase Order module, automatically updating the entry in Accounts Payable. Plus, invoice comments now appear on the check register for faster reference and auditing.

Registers, Manual Check Entry, and Quick PrintNow you can print General Ledger account descriptions on your Accounts Payable invoices and Manual Check Registers! And, you can post Accounts Payable Register details to the General Ledger or keep it simple with summary postings. Alphanumeric fields have been added to Manual Check Entry to help you facilitate wire transfer data. Also, Manual Check Entry prevents data entry errors by notifying you of the existence of a duplicate invoice. And there’s more, including incremented check numbers in Quick Print.

Forms and ReportsEnsure correct bank processing and gain efficiencies for your business by printing Accounts Payable checks on ANSI compliant forms. Plus, to streamline daily check processing, you can save the last form type used when performing Check Printing, Manual Check Printing, and Quick Print.

Sage MAS 90 and 200 4.2 Accounts Payable Enhancements

Quick and easy grid entry is efficient and flexible – personalize by moving items between

primary and secondary grids.

Manage Your Customer Relationships the Way You Want ToCustomers are arguably your most valuable asset. And to assist your efforts in providing them with superior service, version 4.2 integrates with three CRM solutions from Sage Software. You have the freedom to choose the CRM level that’s right for your business. Our CRM solutions will help you push customer service levels to new heights, improve customer loyalty and retention, and boost sales.

Your staff will be able to readily manage customer relationships with immediate access to critical customer data. Plus, you’ll increase productivity throughout your business with real-time data sharing between your CRM solution and your Sage MAS 90 or 200 system.

Integrating industry-leading Sage Software applications provides savings for your business by improving data integrity and eliminating the potential for costly order processing errors. You’ll also gain remarkable efficiencies by allowing your salespeople to issue sales orders, perform customer inquiries, or view detailed orders and invoices from Sage MAS 90 or 200 without leaving the CRM solution. Connect your sales force with the data in your accounting system, and watch your productivity and profitability rise.

ACT! by Sage IntegrationBuild long-term customer loyalty by enabling your front office immediate access to critical contact and customer information, customer details on invoice sales, and order history. ACT! by Sage is used by millions and praised by business experts.

SageCRM IntegrationSageCRM is an award-winning wireless and Internet-based CRM system that provides enterprise-wide access to your vital customer, partner, and prospect information. Beginning with v4.2, you’ll be able to take full advantage of this feature-rich CRM solution with comprehensive sales force automation and marketing campaign features.

Sage SalesLogix IntegrationAcquire, retain, and develop profitable relationships using Sage SalesLogix. Sage SalesLogix is the leader in customer relationship management for small to midsized businesses that require flexible, easy-to-use solutions for customer relationship management, sales force automation, marketing campaigns, and customer service management.

CRM Integration - Connect Sales with Accounting

Sage MAS 90 and ACT! by Sage Integration empowers ACT! users with seamless access to Sage MAS 90 and 200 information.

From Sage SalesLogix customer records, you can generate Sage MAS 90 and 200 sales orders and view credit history, payments, and shipping information.

Look up contact information, enter a sales order, perform customer maintenance, and access Sage MAS 90 and 200 information using Business Insights Explorer, directly from SageCRM.

A B O U T S A G E S O F T W A R E

Sage Software supports the needs, challenges, and dreams of more than 2.7 million small and midsized business customers in North America through easy-to-use, scalable, and customizable software and services. Our products help manage a complete range of business functions including: accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries.

©2007 Sage Software. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports is the registered trademark and technology of Business Objects SA. All other trademarks are the property of their repective owners. 5MAS154 03/07 07-3545/0307

Sage MAS 90 and 200 | 4.2 Enhancements

Introducing Sage MAS 90 and 200 Fixed Assets ModuleFixed Asset Accounting and DepreciationManage your assets effectively from acquisition to disposal. With the new Fixed Assets module for Sage MAS 90 and 200 v4.2, you’ll fully utilize assets, account for their value, and reap tax benefits whether your fixed assets inventory is 10 or 1,500. Fixed Assets provides you with fast, dependable, customizable fixed asset management so you can maximize your bottom line.

Utilize over 300,000 IRS and GAAP rules, seven books (Internal, Tax, ACE, AMT, State, and two user-definable books) and over 50 methods of depreciation including, MACRS, ACRS Straight Line, and Declining Balance. As a vital part of your core accounting solution, Fixed Assets combines acknowledged depreciation expertise and user friendliness with the added power, data security, and functionality that your business situation demands.

Run projection depreciation calculations, create IRS-ready depreciation tax forms, and move fixed assets between business units with ease. You’ll also be able to execute partial and whole transfers and disposals, conduct bulk disposals with automatic gain/loss calculations, and track transfer activity with as little as a single keystroke.

Plus, you get extra security features at the system level, company level, and user-defined menu levels, including complete audit histories on all changes made to the asset system. In addition, SmartLists provide user-defined values for each asset descriptor, ensuring a high level of consistency throughout your asset system.

Easy to install, customize and use, the Fixed Assets module is a comprehensive fixed asset management solution.

B E N E F I T S

Go green–save money, time, and the environment using electronic document e-mail, fax, and efficient storage capabilities

Turn your data into actionable knowledge

Immediately access up-to-date information the way you want to see it

Streamline your tax reporting process

Provide employees safe and secure direct deposit choices

What’s New in Sage MAS 90 and 200 4.3 ? Sage MAS 90 and 200 4.3 Delivers Customer Value

Based on the solid foundation that Sage MAS 90 and Sage MAS 200 ERP solutions

have set for over 20 years, our latest release works the way you do—and delivers more

value to growing companies like yours. Focused on the most requested customer

enhancements, Sage MAS 90 and 200 4.3 incorporates more business intelligence,

paperless office capabilities, direct deposit functionality, usability improvements, and

complete business solutions.

The list of 4.3 enhancements is led by additional Business Insights Explorer views, new

charting capabilities, and Business Insights Dashboard features. To help you drive efficiency,

enhancements include the incorporation of paperless office e-mail, fax, and document

storage functionality, built-in Federal and Sate Tax reporting and eFiling capabilities. For

both you and your employees, full direct deposit capabilities provide more efficient payroll

and options for deposit selections. Many of the enhancements are process and module

specific—resulting in streamlined workflows and improved everyday operational value.

With Sage MAS 90 and 200 4.3, we continue to listen to our customers and provide the

functionality that you tell us is most important to you. The addition of new features and

enhancements—along with a simplified upgrade process moving from 4.2—continues to

provide you a low total cost of ownership.

Use Business Insights Explorer for ad-hoc inquires in Sales Order, Accounts Receivable, and now General Ledger, Accounts Payable, Inventory

Management, and Purchase Order. Quickly convert your grid information into a chart on-the-fly

and display it the way you want to see it.

Increase Efficiencies Using Paperless OfficeSave time, money, and the environment by using the paperless

office capabilities provided to you in 4.3. Improve communications by

efficiently e-mailing and faxing documents to your customers, prospects,

vendors, resellers, and employees in the same office or remote locations.

Utilizing the powerful paperless office features, you’ll reduce paper costs

by eliminating the need to print lengthy reports and waste precious office

space for storage, and reduce the time you and your employees spend

searching through old files and reports. With paperless office, you can

quickly and easily find files, view reports and forms, and print only the

pages you want. And, when you need them again, retrieve them from

the archives using intuitive search and sort tools.

Enhanced Payroll and Accounts Payable Tax ReportingTo streamline your tax reporting processes, we’ve added more federal

and state eFiling and reporting functionality in 4.3. Over 250 federal

and state Unemployment, Withholding, and New Hire reports are now

included to assist you with filing payroll tax information. Automatically

eFile W-2s and 1099s to the appropriate state and federal agencies,

then print and mail the forms directly to your employees, while securely

posting the information on a Web site for their immediate access.

Offered on a transaction fee basis, our eFiling Service provides the ability

to streamline the tax reporting process for you. Or, for no additional fees,

all federal and state forms will be available to you to print and mail. You

can use blank, perforated W2 and 1099 forms, available for purchase

from our Forms Division.

Visibility Across Your BusinessBusiness Insights Explorer and Business Insights Dashboard offer new capabilities in 4.3 to better enable you to turn data into actionable knowledge. New data-centric views have been added to Business Insights Explorer so you can gain even more visibility into your business. And, since a picture is worth a thousand words, from any personalized view you can create a chart to illustrate what you want to emphasize. Business Insights Dashboard allows you to print your dashboard

sections or drill into the detailed information with ease.

Explore New Views and ChartsIn addition to the original Sales Order and Accounts Receivable views, Business Insights Explorer now provides ad-hoc inquiry, drill-down, and drill-around capabilities into General Ledger, Accounts Payable, Inventory Management, and Purchase Order. The smartly designed, easy-to-use interface continues to provide drag and drop, sort, filter, calculations, color highlighting, and the ability to save your personalized views. The standard and additional views will allow you to provide your customers with even better customer service, improve your operations monitoring, and get more efficient use of Sage MAS 90 or 200.

Quickly convert your Business Insights Explorer grid information into a chart and display your information the way you want to see it. Convert the data that best visualizes the knowledge you’ve discovered into a bar, line, area, or pie chart, add your title, and narrow to one or more selected series—so you can share with others inside or outside your company. You can further personalize by reordering data points and choosing how many data points you want to display with your charts created on-the-fly.

Start Your Day With the Information You Need Most

Select up to twelve standard graphical reports included in your

4.3 Business Insights Dashboard, to display the information you want

to see right on your desktop startup page. Use a simple startup wizard

to select which reports and graphs to display, the order in which you

want to see them, and the level of detail that you want to include.

Access more details directly from the dashboard, or view real-time

summaries on the main dashboard page.

Productive and Secure Direct DepositAdd direct deposit functionality, for an additional fee, to your Sage MAS 90

and 200 4.3 Payroll system to reduce the time and cost associated for you to

process and print checks, as well as time spent by your employees traveling

to their financial institutions to deposit their pay. Offer your employees split

disbursements between multiple accounts, such as savings and checking,

even if they are with different institutions, based on fixed dollar amounts or

percentages. Your employees can view their own direct deposit stubs

through the password protected employee self-service viewer.

You Asked for It! We’ve incorporated many enhancements as a direct result of your requests and from recently conducted usability studies. We’ve focused on adding value and efficiencies to enable your growing business to work the way you do. These customer-requested options allow you to:

Simplify report selection with straightforward terms such as: Yesterday, Today, Tomorrow, Last Week, Last Month, Last Year, Last 7 Days or Newer, 30 Days or Older, etc.

Readjust your selection criteria with ease. Did a “No Data Selected to Print” message appear? No worries, now the report selection window will stay open so you can produce your desired report.

Set your Income Statement Format to Actual, Budget, and Budget Variance values for comparative information between any financial periods—Period to Date, Year to Date, or Both Period and Year to Date period options. In General Ledger, you can reduce the number of pages printed for a Financial Trend Report by choosing condensed formatting.

Allow information to be automatically entered into boxes 8 and 9 in the new Internal Revenue Service 1099-INT form.

Get up-to-the-minute status of customer orders through a status column that can be viewed and shared by your shipping and customer service personnel. Status messages include: “New,” “Lines Complete,” and “Shipped.”

Streamline the process of updating your customer records in Accounts Receivable by utilizing the Global Customer Change Field Utility to change the assigned salesperson. When a salesperson leaves or joins the company, you’ll be able to completely reassign your accounts throughout the system.

Utilize the Split Commissions option in Sales Order, so the commission percentage of your pre-assigned salesperson will appear as the default amount.

Thwart errors if your users enter a discount where it isn’t allowed; a new warning will require them to choose an action and make adjustments to the lines on their Sales Order before invoicing.

Scan multiple items for shipment more efficiently when you’re using a wedge scanner. A new system option will recognize the item scanned, and your shipping personnel will quickly move through the order without keyboard interaction.

Print your standard reports and forms automatically on your default printer, regardless of who previously saved the report.

Return to the report selection screen after previewing and printing your reports, so you can adjust your selection criteria; available in General Ledger, Accounts Receivable, Accounts Payable, Bank Reconciliation, and Sales Order. Change your mind? Simple, now you can vary your date range or make changes to the print criteria selections until you choose to close the screen.

Reduce the time you spend selecting report criteria, view all print criteria on one screen and utilize smart selection — the system will choose an operand (equal to, range, etc.) intuitively, depending on your entry.

Sage Software supports the needs, challenges, and dreams of 2.8 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of business management software and services formed in 1981 and listed on the London Stock Exchange since 1989.

End-to-end solutions. Expert advice. Ongoing support. That’s Sage 360º.

Sage MAS 90 and 200 | Version 4.3

©2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. 5MAS176 04/08 08-07146

Proficiently Manage Your Fixed Assets Sage MAS 90 and 200 Fixed Assets provides fast, dependable,

customizable management of your fixed assets–whether

you have 10 or over 1,000 items. In 4.3, you can more

efficiently track assets and realize tax savings by auto-creating

assets when you’re entering invoices in Accounts Payable.

Alternatively, during Purchase Order Entry assign an asset

template, so in Receipt of Goods with an invoice, your register

will automatically update the asset so you can manage it

effectively from acquisition to disposal.

Start your day with the information you need most using Business Insights Dashboard. Use a simple startup page wizard to choose the Sage MAS 90 and 200 information you want to see on your desktop. Keep your finger on the pulse of your business with the level of details you want.

Automatically create a fixed asset during Purchase Order Entry by assigning an asset

template, so during Receipt of Goods with Invoice your receiving personnel won’t be

required to make any additional entries.

Sage MAS 90 and 200 ERP

What’s New in Sage MAS 90 and 200 4.4?

Something for Everyone in 4.4

Based on the solid foundation that Sage MAS 90 and Sage MAS 200 ERP solutions have continued to build on for over 20 years, our latest release provides something for everyone. From Core Financials and Project Management to Distribution and Manufacturing, Sage MAS 90 and 200 4.4 is loaded with features. You can work even more efficiently the way you want to with new features and enhancements focused on workflow and business process, especially in the inventory management, purchase order, bill of materials, and bar code areas of the system. Features and functionality in Sage MAS 90 and 200 version 4.4 include some of the most requested customer enhancements, and incorporates more personalization options, increasing flexibility in data entry and report creation, easier access to data, and many other usability improvements.

The list of 4.4 enhancements is led by the ability to use expanded fields, additional customization tools, more Business Insights Explorer views, personalized report settings, and the ability to perform more efficient inventory counts. To help you drive efficiency, moving up to the new version can now be done with more control and at much greater convenience to your company, so you won’t need to interrupt your daily operations and normal workflow in order to upgrade. Many of the enhancements are business process specific—resulting in streamlined workflows and improved everyday operational value.

Conveniently Move Up to the Current Release

Parallel Migration allows you to migrate to 4.4 from previous versions of Sage MAS 90 or 200 (versions 3.71, 4.0, 4.05, 4.10, 4.2, or 4.3) with more freedom and control over the process. You can continue normal business operations and work with your Business Partner to begin your upgrade, prepare and test, and then migrate when you are ready. Built-in premigration utilities scan your data and help you make the repairs necessary for a smooth migration. These new tools and features reduce the overall cost of upgrading by minimizing the impact on your business.

Increased Flexibility with Expanded Customer and Item Number Fields

In 4.4, you can expand your Customer and Item number fields, or elect to continue to use your existing field lengths. Twenty alphanumeric characters can be used for Customer numbers, and 30 for Item numbers. These new character field lengths allow you to add specific information within those character fields to improve your workflow and enhance business processes. Using up to 20 characters for customer numbers allows full company names to be used, or coded or themed information to be added, which assists in easy identification for multiple accounts of the same or similar names, and more. Expanding the item number to 30 characters improves productivity and business workflow through the use of smart part numbers, such as a UPC, recycling codes, a vendor number, special handling requirements information, and more.

B E N E F I T S

Improve productivity with more information in expanded customer and item numbers

Upgrade more conveniently with significantly less downtime

Simplify the process of applying customizations that survive upgrades

Dual Grid streamlines data entry throughout core Accounting, Distribution, and Bill of Materials

Increase productivity by accessing data with fewer clicks

Personalize reports, views, and other options throughout the system

Sage MAS 90 and 200 ERP I What’s New in Version 4.4

Easy Access to Information on the New Desktop

We’ve updated and enhanced the desktop area in 4.4 to provide you with an easy access point to information. From one screen you can click directly to the Sage MAS 90 and 200 Online Community, access current and back issues of the customer newsletter, contact Customer Support, view the most recent Training schedule, and sign up for classes. For easy reference, the Resources section provides access to the “What’s New” information, Help Center, Business Insights Dashboard, Help topics, Getting Started Guide, and Upgrade Guide PDFs. You can also access an online suggestion box to make an enhancement request, as well as view and vote on enhancement requests that other customers have made. Using this link, track the status of your submission as it moves through the Sage evaluation process, to see when and if it’s incorporated into a future version of the product.

Personalize Report Preview Setting

Did you ever want to have your own default setting for previewing reports instead of having to change the setting in order to work the way you want? You can now set your personal default magnification level for previewing reports. Others in your company can set their defaults at their desired setting, as well. This customer-requested feature provides ease of use, personalization, and efficiencies when viewing reports.

Enhanced Custom Office Features

In 4.4, Custom Office enhancements allow you to program events to run with or without user interaction (clicking a button) in addition to the ability to add user-defined fields and additional buttons. Customizations done using Custom Office now survive upgrades throughout most of your system, including those in Inventory Management, Purchase Order, Bill of Materials, and Bar Code, so the customizations do not have to be reapplied to a new release. For example, you can add expiration dates or other attributes for lot and serial items, and that information flows through the system. Or using standard scripting, Sales Oder Quote Expiration dates can automatically change according to the type of order or quote that you choose.

eBusiness Web Services

New Web services features and functionality have been incorporated into the 4.4 release. Available as a new module, eBusiness Web Services provides a powerful programming interface for integration with third-party applications and facilitates interoperability between disparate systems over the network, including the Internet. eBusiness Web Services can integrate operations for Customers, Contacts, and Sales Orders.

Utilize New Business Insights Explorer Views

New views have been added to Business Insights Explorer (BIE), our easy-to-use inquiry and analysis tool, and existing views were updated to provide additional up-to-the-minute reports and business information. Drag-and-drop, sort, filter, calculate, color highlight, and save personalized views in Inventory, Purchase Order, and Bill of Materials. For example, you can personalize a view to see options for one of your BOMs, with revisions, when they were done, what components were used, and the quantity on hand.


Powerful Inventory Management EnhancementsStreamline your workflows and inventory management process using new features in Inventory Management. You can now more efficiently make Standard Cost Adjustments and do Physical Counts, as well as increase the Decimal Precision used for your inventory costs. Your data entry processes can also be streamlined using dual grids that are easily personalized in physical count entry and inventory transaction entry.

Physical Count the Way You Want

Save valuable time during your physical count with the new Quantity On Hand report. To assist in streamlining the workflow of the physical count process and be assured of accuracy, you can print the system Quantity On Hand directly on the physical count worksheet, in the order you desire. The warehouse manager can be aware of the expected count during the process and be able to supervise employees as they go through the warehouse recording the results of their item count. Then to streamline entering the results, the expected quantity can be set as the default, so only the changes require an entry.

Increased Decimal Precision

In 4.4, track inventory quantities more accurately by using up to four decimal places, starting at raw materials and flowing through your workflow process to finished goods. The increase is implemented without decreasing the number of available characters to the left of the decimal point. Cost of Good Sold, Inventory Counts, and profitability reports provide more granular financial information and more accurate data to your management team.

Greater Productivity Using Batch Entry for Inventory Transactions

Increase productivity and employee accountability for anyone entering Inventory Transactions. Use Batch Entry with personalized grids to match your workflows, and efficiently navigate to essential information directly from the transaction entry screens. Select specific lot or serial numbers or specify a range to increase efficiencies and reduce necessary keystrokes. Unique batch numbers also provide independent updating and printing.

Simplify Standard Cost Adjustments

If you use the Standard Cost method to track your raw material costs, the new Standard Cost Adjustment feature streamlines the process by automatically calculating and posting the General Ledger variances. This preserves the accuracy of your Inventory value on hand and will give you an accurate and simplified audit trail.

Zero Cost Valuation

In 4.4, you can carry inventory items with a $0.0 value to accurately account for manufacturing samples or vendor over-runs. The Inventory Management Account in General Ledger will not be cluttered with $0.0 Standard Cost transactions.


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Increase productivity and employee accountability for anyone entering purchase order transactions using new options in 4.4. Your users can personalize dual grids in their entry screens according to their preference and workflow, select specific lot or serial ranges, and, by using unique batch numbers, multiple users can enter transactions at the same time, printing and updating independently, without affecting other batches. To help minimize data entry errors, the Purchase Order Variance Register calculates and prints before updating.

Auto-Generate Orders Selection

Improve and optimize your workflow with new selection criteria, making it easier to quickly identify the Sales Orders you want to be available for automatic purchase order generation—including Sales Order Date, Customer Number, and Salesperson. New options ensure that critical drop-ship sales order information is accurately communicated to the vendor. For example, if your customer requests that all his items are shipped at one time to save shipping costs, your Order Entry Clerk can add a Sales Order Main Comment such as “Ship Order Complete.” That comment then flows directly through to the Purchase Order Main Comment without rekeying. Also new in 4.4 is the ability to summarize by primary vendor—either select to roll up all orders for each primary vendor into a single Purchase Order (PO), or create individual POs for each item.

Informative Back Order Fill Reports

Handle backorders the way you want to. Identify your information quickly by sorting your Back Order Fill Report by Sales Order, Customer Number, or Bill to Name. You can even choose to print only items received with a backordered quantity on a Sales Order, or all Sales Order lines, to include all the Sales Order demand for the items you receive.

Greater Productivity with Batch Entry for Purchase Order Receipts, Returns, and Issues

Using batch entry, increase productivity and employee accountability for anyone entering purchase order transactions. With unique batch numbers, more than one of your users can enter transactions at the same time, printing and updating independently, without affecting other batches.

Receipt Labels Print before Receipt of Goods Update

Now in 4.4, your warehouse personnel can print your Receipt Labels from Purchase Order Receipt of Goods, prior to updating the Receipt of Goods Register. This allows your warehouse staff to cancel the Update and “reprint” the labels if they experience printing problems.

Enhanced Bar Code FeaturesBar Code in 4.4 processes 15 types of Sage MAS 90 and 200 transactions for Sales Order, Inventory Management, Bill of Materials, and more, streamlining warehouse processes by enabling your shipping and receiving staff to collect data rapidly and accurately. Radio-frequency handhelds are supported, and now when you add important information to your items, sales orders, purchase orders, or bills using user-defined fields (UDFs), it also flows through into your bar codes. For instance, if you add an expiration date to serial or lot numbers, it prints and correctly scans during receipt of goods and sales order shipments. Also, to simplify the resolution of import errors, a new Barcode Rejection Maintenance task provides clearly stated reasons for the rejection, such as Invalid Item Codes or Insufficient Quantity Available.

Enhanced Bill of Materials FeaturesGet a more comprehensive and personalized view of information using fewer keystrokes. The Bill of Materials Inquiry and Where Used Inquiry programs have been enhanced in 4.4 to allow you to see Single Level, Indented, or Summarized views in a list format, with the ability to resize and sort. See the entire bill or its individual components and their relationship at a glance. View Where Used information, and see all components used in the current revision or for all revisions by drilling directly into Item Maintenance or Bill of Materials Maintenance. From within an inquiry screen, you can see everything related to the bill—its subassemblies or its components—without having to use more than one window, saving time and streamlining the workflow. Increase accuracy and enhance your workflow with the ability to print comments and miscellaneous charges on your Picking Sheets.

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©2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Business Objects and the Business Objects logo, BusinessObjects and Crystal Reports are trademarks or registered trademarks of Business Objects in the United States and/or other countries. Microsoft SQL Server, Windows Vista and the Windows Vista logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. 09-19649/0110


Now Throughout Most of Your System!We’ve incorporated powerful Business Framework™ features throughout most of your system to provide workflow and business process enhancements in Bar Code, Bill of Materials, Inventory Management, and Purchase Order. These customer-requested options already in General Ledger, Accounts Payable, Accounts Receivable, Sales Order, Return Merchandise Authorization, and Bank Reconciliation, include:

Hyperlinks. Access related tasks with a single click to reduce access time and cut down on errors.

Memos. Your memos follow the workflow throughout the system to inform other users of important information about orders, customers, or vendors. Documents can also be attached to your memos to make sure they’re visible.

User and Date Timestamps. Retain valuable traceability information throughout the system. Most date- and time-stamped actions are recorded and identified by the user who performed them.

Reports and Forms. Popular benefits of the business framework include flexible reporting and form generation, enables personalization, more efficient workflows, and simplified reporting. Narrow your selection to a specific date range and specific data. Customize your reports using Crystal Reports® and Custom Office, and save your report settings for future use. View on screen, print, use paperless office to send by e-mail, and export the report data into Word or Excel.

Setup Wizards. Use intuitive Windows-standard wizards to set up and activate new modules or functionality, including reports.

Fiscal Year and Period. The business framework allows each of your companies to operate without having to close each accounting period or year. Instead, you can obtain a snapshot of your company’s financial position at any time by running reports for current, past, or future periods.

Flexible Security. Powerful security settings can be set according to each role in your company, allowing you to determine what activities are allowed to be performed down to the task level.

Business Object Interface. The Business Object Interface (BOI) enables integration with other business applications. You can use the BOI with the Customizer to automate tasks. The BOI also empowers third-party developers to write add-on specialized programs for your Sage MAS 90 or 200 system.

Dual Grid Entry. Productivity is enhanced using dual grid entry by personalizing the data entry screens to match your workflow and business needs.

Personalization. Tailor screens to individual users to accommodate your specialized needs and speed data entry. Resize screens, save settings, establish default printers, remove unneeded tabs and fields, or establish user-specific dashboards to monitor the pulse of your business.

Right-Click Menu. Locate and launch related tasks more quickly and efficiently. The Right-Click menu provides easy access to most common actions that you make from the screens you’re currently using.

Business Intelligence Data Access. Easily gain access to your data and turn it into actionable knowledge. Business Insights Explorer offers ad-hoc inquiry, drill-down, and drill-around capabilities using an intuitive interface with drag and drop, sort, filter, calculations, and the ability to save personalized private or group views, which can be quickly converted to a chart on-the-fly. Easily share what you’ve learned by e-mailing and exporting your views or charts in a variety of formats.

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Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update — 4.40.0.2 — is available via a compact download from Sage Online. Delivering additional features and functionality and product enhancements as an additional on-plan customer benefit, Product Update 2 delivers value across the system and in a range of modules including Bank Reconciliation, Accounts Payable, and Paperless Office. Many of these enhancements are the result of incorporating the main features and functionality of select Extended Solutions into the core product, and others are totally new customer-requested features that solve pain points. Also included in Product Update 2 is a new Pre-Installation Data Scan utility that will help identify data issues prior to installation. New features available to Sage ERP MAS 90 and 200 4.4 customers are: Bank Reconciliation – Automatically Reconcile Checks (similar to BR-1005) Efficiently and automatically reconcile check information you download from your financial institution. Use the new Auto Check Reconciliation Wizard to create the proper check setting format for your financial institution per their specifications. Or, your Business Partner can configure the setting in their office, export the file, and then import it into your system. Bank Reconciliation – Enforce Tighter Controls over Bank Reconciliation Adjusting Entries (New) Further refine and control who is allowed to enter modifications to the Current Balance in Bank Reconciliation using a new option in Role Maintenance, Common Information. For banks defined in Bank Code Maintenance, you can specify the users who are allowed to access and make adjusting balance entries. Bank Reconciliation – Enter Checks, Deposits, and Adjustments On-the-Fly (New) In Reconcile Bank, you have instant access to enter checks, deposits, and adjustments through a quick link button to bring you directly into Check or Deposit and Adjustment Entry for that bank — without navigating all the way back to the main menu to open a data entry screen, or exiting your Reconcile Bank screen. Bank Reconciliation – Conveniently Use Recalculate Outstanding Entries Totals Utility (New) To improve workflow, the Recalculate Outstanding Entries Totals Utility is available from the Bank Reconciliation module, via the Utilities Menu. This utility allows you to recalculate the totals of all outstanding check, deposit, and adjustment entries that have not been marked as cleared. Bank Reconciliation - Positive Pay Export (similar to BR-1004) Deter check fraud using the new Positive Pay features in the Bank Reconciliation module. Positive Pay assists your financial institution to monitor against suspicious check activity using a file you create and submit for comparison and verification. The Positive Pay file contains key information, such as check numbers and dollar amounts, to identify only the checks you have issued and authorized for payment. Components of the check must match exactly, or the check will not be paid by the financial institution. Checks sent to the bank using Positive Pay are identified with an Exported check box In Check, Deposit and Adjustment Entry.

July 2010 Page 1 of 2

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Bank Reconciliation - Positive Pay Export Wizard (New) Use the new Positive Pay Export Wizard to create the proper export file format specified by your financial institution, for comparison of the file you send with the checks that are presented for payment. To help you understand and translate formatting requirements, we’ve included a reference document that outlines the most commonly used field formatting and export details required by financial institutions. And, if your financial institution updates their specified file format, you can also use the Positive Pay Export Wizard to make the necessary changes without depending on a programmer to re-format it for you. Bank Reconciliation - Expanded Comment Field (New) In Check, Deposit and Adjustment Entry, the Comment field has been expanded to 2048 characters to allow you to add information to track why the adjustment was made. Accounts Payable – ACH Electronic Payments (similar to AP-1063) Increase your efficiencies, improve your cash management, reduce operating costs and lessen the risk of lost or stolen checks by paying vendors electronically using an ACH file created from the Accounts Payable module. Enable ACH electronic payments, define how they will be handled by your company, and the type of information that will be transmitted to your financial institution. You have the flexibility to select and set up one or more financial institution(s) for your electronic payments, and for each one you select, define the format and layout of the ACH file. The feature includes pre-note functionality, and flexibility in your electronic payment distribution, including options to allocate amounts between one or more accounts. ACH information on processed payments, historical information and vendors paid electronically is available on AP Reports. They can include auto checks, manual checks, voided checks, reversals, credit card transfers, electronic payments, wire transfer information in any combination. Paperless Office — Accounts Payable Checks, Extended Stubs, and Electronic Payment Remittance Advices (similar to AP-1095) Save time, money, and the environment by utilizing Paperless Office to process, send and retain electronic copies of Accounts Payable checks and extended stubs, and remittance advices created for ACH Electronic Payments in PDF format. Add a unique message to include when emailing or faxing electronic remittances. The PDFs you create are also available to e-mail and fax, retrieve and archive. Easily access PDFs using the Vendor Viewer from Paperless Office or the Checks panel in Vendor Maintenance Inquiry. Product Update Pre-Installation Scan Feature (New) Utilize the Product Update Pre-Installation Scan to identify data integrity issues during the installation. Determine your data’s health during the scan, and utilize Sage ERP MAS 90 and 200 Library Master Utilities for corrections as needed. The scan identifies suspect data and the accompanying log provides the necessary steps to address issues prior to the product update installation, streamlining the update process. Conveniently add this maintenance step to your normal process whenever you install a new product update. For more details on the new Pre-Installation Data Scan utility, please refer to the detailed scan utility document posted on the Sage ERP MAS 90 and 200 download section of Sage Online.

July 2010 Page 2 of 2

Sage ERP MAS 90 and 200 4.4 Product Update 3 Delivers Added Value!

The third Sage ERP MAS 90 and 200 4.4 Product Update — 4.40.0.3 — is now available via a compact download from Sage Online. Product Update 3 delivers value to our customers with new core features, and functionality enhancements, as an additional on-plan benefit. These new customer-requested features streamline workflows and solve Bank Reconciliation pain points. Also included in Product Update 3 is the Pre-Installation Data Scan utility introduced in Product Update 2 that will help identify data issues prior to installation. Sage ERP MAS 90 and 200 4.4 is now compatible with Microsoft Office 2010. New features available to Sage ERP MAS 90 and 200 4.4 customers are: Bank Reconciliation - Post to General Ledger (New) Enhancements to Bank Reconciliation streamline the workflow for entering checks, deposits, and adjustments such as bank fees and interest earned. Users can enter these adjustments and post to the General Ledger directly from the Check, Deposit and Adjustment Entry screen, and from the Reconcile Bank screen. Efficiently convert the Bank Reconciliation Report and Bank Reconciliation Transaction Register to a PDF, file the reports or share them with others using the Bank Reconciliation Paperless Office features. Bank Reconciliation - Check, Deposit and Adjustment Entry and Reconcile Bank (New) Easily select Bank Reconciliation transactions to flow to your General Ledger from the Check, Deposit and Adjustment Entry screen using new columns – Select for General Ledger Posting, Distribution Account Number, and Comment for Checks. These will also be available fields when entering checks, deposits and adjustments on the fly. Information you add into the comment field will also flow through to the General Ledger when the transactions are posted. And, when you’re reconciling your bank statement, quickly access the Bank Recap Report and Bank Reconciliation Transaction Register from the Reconcile Bank window. Bank Reconciliation - Transaction Register (New) This new task has been added to the Bank Reconciliation Main menu, as well as Check, Deposit and Adjustment Entry and Reconcile Bank to provide the ability to post selected transactions that are entered in Bank Reconciliation to the General Ledger module. To safeguard against unintended entries, posting is only allowed for those transactions entered directly into the Bank Reconciliation module. Bank Reconciliation - Security Events for Bank Reconciliation (New) In Role Maintenance, "Allow Updating of Registers from Preview" has been added for the Bank Reconciliation Transaction Register as a standard security event. Additionally, "Allow Access to the Select for G/L Posting Setting for Check Entries" and "Allow Access to the Select for G/L Posting Setting for Deposit and Adjustment Entries" have also been added as options for the Bank Reconciliation module. Bank Reconciliation - Paperless Office Options for Bank Reconciliation (New) Choose to print the Bank Reconciliation Report and Bank Reconciliation Transaction Register by specific bank codes, or by all bank codes, and use the go-green flexible Paperless Office features to e-mail and fax the PDFs. Convert, save, and retrieve the Bank Reconciliation Report and Bank Reconciliation Transaction Register in PDF. Compatibility with Microsoft Office 2010 (New) Sage ERP MAS 90 and 200 4.4 is now compatible with Microsoft Office 2010.

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Sage ERP MAS 90 and 200 4.40 Product Update 4

Product Update 4 (4.40.0.04) focuses on year-end changes and program fixes.

New features and functionality are added in other product updates. For more information, click the What’s New link for the specific update version.

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©2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities.

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The fifth Sage ERP MAS 90 and 200 4.4 Product Update — 4.40.0.5 — is now available via a compact download from Sage Online. Product Update 5 delivers new core features and functionality enhancements in Accounts Payable, Inventory Management, and Library Master as an additional on-plan benefit. These customer-requested features add more flexibility, streamline workflows, save time and minimize errors in your Sage ERP MAS 90 and 200 system. The 941 Form 2011 update is also included in Product Update 5. Multiple Company Aged Invoice Report (similar to AP-1101) You now have the flexibility to choose to print your Accounts Payable Aged Invoice report in a multi-company format, and combine vendor information across all the companies you select. This can be particularly useful if you have several companies, or unique operating units established as individual companies, in your Sage ERP MAS 90 or 200 system. You’ll get a complete picture of your vendors across all your operating units with this new multi-company report. Identify opportunities for improving your bottom-line, by negotiating better volume discounts, or consolidating your orders to save on shipping and delivery charges. Accounts Payable Check Sorting Options (similar to AP-1077) In Accounts Payable, you can print checks alphabetically by vendor name, or continue to sort your checks by vendor number. This flexibility allows you to group and mail checks for vendors that have the same name and mailing location, but different vendor numbers across multiple divisions. Consolidating your checks by vendor name may decrease your postage costs.

Expense Distribution Tables (similar to AP-1043) Streamline the entry of your standard invoices in Accounts Payable when you need to regularly allocate them across multiple departments. The new Expense Distribution Table feature allows you to pre-define your GL account distribution and their percentages, removing the extra steps of keying in the amounts separately each time an invoice needs to be paid. Utilizing up to six alphanumeric characters, assign meaningful codes for your tables. For example, set up a table named RENT for your monthly rent payments by allocating a percent of the $5,000.00 invoice to each of your 6 departments, using their GL codes. When creating a Sage ERP MAS 90 and 200 invoice you may select one of the tables for your default distribution. Security in Item Inquiry (similar to IM-1111) To keep your company confidential information secure, four new permission settings can be used to restrict unauthorized access. These new security events allow you the flexibility to prevent your order entry personnel from accessing your standard cost information while still allowing them access to price and the quantity on hand. You can also restrict access to your vendor information, including vendor number and name, and specifics on receipts. New Inventory Management Role Maintenance settings are:

x Allow Access to All Item Inquiry Tabs Including Main and Quantity x Allow Access to Costing, Receipts, and Vendor Information in Item Inquiry x Display Standard Cost Information in Item Inquiry x Display Vendor Information in Item Inquiry

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Inactive Items (similar to IM-1244) You now have the flexibility in Inventory Management to designate an item as Inactive so it can no longer be purchased or sold, while maintaining its associated information. Inactive Items will allow you to process returns using RMA or a credit memo in Sales Order, or maintain history for warranty purposes. This designation can also be used for your seasonal or holiday items that are available only during certain periods of time. The new inactive functionality can be useful for a new product line that you don’t want to be sold until a specific launch date. Your exciting new products can be in your system ready to be activated, and safeguarded from unintended early sales. Physical Count with Count Cards (similar to IM-1119) To assist you with conducting a physical count of diverse inventory in a large warehouse, you can now more easily enter your individual count card information. This new functionality will help prevent you from counting the same inventory twice, and is useful when you have the same items located in multiple locations across your warehouse. When you enter your individually numbered count card information, it can be more accurately tracked, and missing cards can be easily spotted. To speed the data entry process, multiple users can enter information that’s been noted on your cards. Once you’ve entered all your count card information, your quantities can be totaled by item for each warehouse, and you can make any necessary adjustments before finalizing your Physical Count reports. Company-Specific Background Colors (similar to LM-1028) When you establish multiple companies within Sage ERP MAS 90 and 200, you can choose to assign an easily identifiable background for each of the different companies. Color-coding is particularly helpful to ensure entries are made in the correct company. In Company Maintenance you can select these background colors from the normal Windows color-picker pallet, ranging from the basic colors to the definition of custom colors. RGB values can also be entered to produce a specific color. To see how your color selection will display when combined with text, a sample text box window is displayed using your background color. 941 Form 2011 Update Sage ERP MAS 90 and 200 4.4 Quarterly 941 eFiling and printing has been updated for the changes to the 2011 IRS 941 Form (Rev. January 2011). Included is a new entry field for Tax Due on Unreported Tips, and the necessary calculation changes to the following form types: Entire Form, Pre-Printed, and Worksheet. Please note that the IRS did not make changes to Schedule B. The 941 Form 2011 Update is also available as a separate download.

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©2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are

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The sixth Sage ERP MAS 90 and 200 4.4 Product Update — 4.40.0.6 — is now available via a compact

download from Sage Online. Product Update 6 delivers additional printing features from a variety of

modules, provided as an addition on-plan benefit. These customer-requested features add more

flexibility, streamline workflows, save time and minimize errors in your Sage ERP MAS 90 and 200

system.

Save Printer by Workstation for Report Settings and Form Codes

When saving Form Code and Report Settings, Sage ERP MAS 90 and 200 4.4 retains the last printer

used by workstation ID. This can be particularly useful in multi-user and multi-location environments

where each user wants to print to their specific printer, or where specific printers are used for

different types of printing. This feature is available for forms and reports for most Sage ERP MAS 90

and 200 4.4 modules, including Accounts Payable, Accounts Receivable, Bank Reconciliation, Bill of

Materials, Bar Code, Credit Card Processing, General Ledger, Inventory Management, Purchase Order,

Return Merchandise Authorization, and Sales Order.

Sage ERP MAS 90 and 200

What’s New in Sage ERP MAS 90 and 200 4.5?

Compelling value. More flexibility. Inspired by You.Sage ERP MAS 90 and 200 4.5 is packed with compelling value, new features and functionality, and even more flexibility. The enhancements in this exciting release are inspired by you—our customers—mainly in Accounts Receivable, Payroll, Purchase Order, and Sales Order. Customers upgrading to 4.5 will receive a FREE fully functional SageCRM 7.1 user and server license, and one Sage ERP MAS Intelligence Report Manager License. Intelligence now includes new Reporting Tree capabilities and enhanced report distribution. 4.5 is so flexible, you can choose to remain on your current system, or move to Sage ERP MAS 200 SQL*, running on a Microsoft SQL Server database. Also incorporated in 4.5 are the 37 enhancements provided through downloadable Product Updates since Sage ERP MAS 90 and 200 4.4 shipped last year, in Accounts Payable, Accounts Receivable, Bank Reconciliation, Inventory Management, Job Cost, Paperless Office, Payroll, Sales Order, as well as additional system-wide features and functionality.

National Account ManagementYou asked Sage for a more streamlined way to manage your customers who have a corporate or parent company, and subsidiaries or branches. So we’ve incorporated a new type of customer in 4.5, a National Account. Using this designation, you’ll be able to identify and bill the parent company for goods and services you sell and provide to the branch—while still keeping a unique customer account for each entity. Options in Accounts Receivable let you associate existing accounts, and establish the billing relationships you want for each. Then use Sales Order just as you normally do to enter National Accounts orders, check credit and inventory, and ship and bill. Efficiently provide goods and services to your customers, and correctly show what’s “Billed To” the parent company using its name and address, and then “shipped to” the branch.

B E N E F I T S

customer billing using National Account Management

of Payroll, Deductions, and Recalculations

features

Split Commissions

using enhanced Job Cost processing

Serial numbers

Purchase Orders created from Sales Orders

Management to improve your communication and marketing results

anywhere you want to see them

information distributed automatically from across your business

ranging from simple to sophisticated hierarchies

*Additional fees may apply, and not all modules are available on Sage ERP MAS 200 SQL.

Efficiently Handle Payroll Complexities Enhancements in Sage ERP MAS 90 and 200 version 4.5 will provide more assistance with handling the complexities of your Payroll processing and deduction calculations. We’ve added five new methods of calculations for use with a variety

your Payroll data entry process so you can more easily run recalculations, and do regular imports using standard formats. Even use 4.5 to manage your benefit accruals more efficiently when based on hours worked—for salaried, union, and part-time employees. Set the conditions, and 4.5 will compare whatever minimums you establish. Accruals will only occur if the conditions you set are achieved. Rest easy using new Payroll features and functionality in Sage ERP MAS 90 and 200 4.5 knowing that you’re making the appropriate deductions.

Sage ERP MAS 90 and 200 I What’s New in Version 4.5

Powerful Sales Order Enhancements

Beat the Competition—Encourage Customer Loyalty with Unique Pricing Motivate customers to buy your goods and services with flexible pricing enhancements in Sage ERP MAS 90 and 200 4.5. Reward the loyalty of your preferred customers with favorable pricing through price code or ship-to codes. Beat the competition with the ability to establish your pricing by total quantity, by item category, and for the totals purchased by product line. Encourage large purchases across

number of customers and item combinations are possible so you can be more responsive to marketplace changes and make more sales.

Reward Your Sales Team and Encourage Collaboration

maintain default splits between multiple salespeople, and identify the splits by customer. When your customers place an order,

spending today recalculating or overwriting commissions. If you pay multitier commissions, 4.5 will easily use rate tables and ensure your salespeople are paid correctly, even if you use many different commission rates by combinations of salespeople, customers, items, and effective dates.


Also create Purchase Orders easily when you enter a sales order, using

Order will be created using the vendor’s information for each line item, whether it’s a regular, miscellaneous, or special inventory item.

Improve Your Cash Flow—Streamline Purchase Orders

you sell but don’t normally stock, enhancements in 4.5 will create Purchase Orders automatically from Sales Orders. When your customer buys that item, an order will flow through to the appropriate vendor without your staff having to reenter anything, saving time and eliminating those secondary data entry mistakes. Using the flexible selection criteria, you’ll be able to preset the conditions you want to use so your business processes will flow

inventory and keep your customers happy.

Allocate by Lot and Serial Number New functionality in Sales Order will allow you to select lot and serial numbers when you’re creating a Sales Order. This will allow you to reserve limited-quantity lots or serial numbers for your best customers, or match the product you’ve previously shipped to a specific customer. For example, if you sell material of different types, colors, and grains for home construction, you can reserve a specific large piece that your customer chooses for their remodeling project, to be used at various stages. The lot and/or serial numbers will print on the sales orders and picking sheets to have more reliable processing and communication.


Enhanced Sales Order Integration with Job Cost The enhanced interaction between Sales Order and Job Cost in 4.5 will provide you with more flexibility in how you process and track work-in-progress. Use the additional options to efficiently post invoice costs to Job Estimates, post drop ship costs, and automatically mark the job as complete when you generate the invoice. Information will automatically flow through your system to relieve inventory. Depending on how you want to display a kit and its components, choose various methods to update Sales Kits, including by the Job Transaction Detail Report. New fields in Customer Maintenance will allow you to establish Default Cost Codes and Defaults Cost Types. You’ll also be able to more efficiently ship and bill work-in-progress multiple times against the same invoice.

Improve Communications and Drive Marketing Using Your Free SageCRM LicenseSageCRM builds upon the Sage ERP MAS 90 and 200 4.5 system’s core functionality by providing you with the ability to communicate more effectively, collaborate better internally, and compete in today’s marketplace. The new features in SageCRM 7.1 have been designed with you in mind and include total campaign management, Microsoft Exchange server integration, an Interactive Dashboard, new report charts, and a fully integrated eMarketing solution*.*

Sage eMarketing enables you to execute high-quality, targeted, end-to-end eMarketing and drip marketing

helps you create new attention-grabbing eMarketing campaigns with ease. Automatically track open, click, and bounce rates so you can calculate accurate ROI and deliver “hot leads” to your sales team.

For consistent execution, SageCRM 7.1 total campaign management functionality comes with campaign workflows, so you can map campaigns to your business processes. They enable your marketing team to execute multichannel marketing campaigns and then reuse the ones with the best results.

SageCRM integration with Microsoft Exchange delivers ease-of-administration as well as a seamless experience. Your Sales, Marketing, and Management teams will benefit from having access to their calendars, tasks, and contact information in real time, across your smartphone, laptop, or desktop PC for maximum ease-of-use and productivity.

7.1 gives you the ability to link multiple data feeds on a single screen with the Interactive Dashboard. Using data “widgets” the freestyle interactive dashboard

and repositioned anywhere on the screen so your data feeds are presented the way you want to see them.

The new look and feel of the report charts provides you with at-a-glance business insight. Report charts and graphics are now more visually impactful, making it easy for management to see comparisons, patterns, and trends in their data.


**A 60-day free trial of eMarketing is included, after that time additional fees apply.


©2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Business Objects and the Business Objects logo, BusinessObjects and Crystal Reports are trademarks or registered trademarks of Business Objects in the United States and/or other countries. Microsoft SQL Server, Windows Vista and the Windows Vista logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. 11-73250-RRD 08/11

6561 Irvine Center DriveIrvine, California 92618 800-854-3415 www.SageMAS.com

Distribution Settings

Manage Distribution Instructions

Select Instructions

Send Now

with Outlook profile

can be set up

for each unique distribution method

per instruction

to use for your report

report in the Report Manager to retain your settings for each report

Send Now to

Instructions for the current report

a scheduler command

Intelligence Reporting Trees and Enhanced Report Distribution Capabilities

reporting. Sage ERP MAS Intelligence meets that need with powerful financial reporting and analytics, empowering your staff with meaningful and insightful information from across your business. New features and functionalities for Sage ERP MAS Intelligence in version 4.5 allows you to create and attach Reporting Trees to Report Designer layouts, and distribute meaningful information in the familiar face of Excel.

Intelligence automatically consolidates data from multiple companies, divisions, and data sources for in-depth analysis. At the click of a button, the new Reporting Trees allows you to

different ways. Easily add or change reporting units without changing your financial data—accommodating reporting structures from simple to very sophisticated.

Improve your workflow and speed up your business processes using Sage ERP MAS Intelligence 4.5 to establish fully unattended, convenient report distribution. In a variety of standard formats, send reports to a file, publish to an FTP site, and send via email.

profile and address book.

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Sage ERP MAS 90, 200, and 200 SQL Version 4.5 Release Guide

October 2011

Sage ERP MAS 90, 200, and 200 SQL 4.5 Release Guide

October 2011

TABLE OF CONTENTS

OVERVIEW ........................................................................................................................ 4�

AVAILABILITY .................................................................................................................... 6�

NEW FUNCTIONALITY IN ACCOUNTS RECEIVABLE ................................................................. 6�NATIONAL ACCOUNT MANAGEMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6�

ENHANCEMENTS TO PAYROLL ............................................................................................ 9�ADDIT IONAL DEDUCTION CALCULATION METHODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 �

DEDUCTION RECALCULATION IN PAYROLL ENTRY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 �

DEDUCTION CALCULATION BASED ON EARNINGS TYPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 �

PAYROLL DATA ENTRY IMPORTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13�

ENHANCED BENEFIT ACCRUAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 �

AUTOMATICALLY CREATE PURCHASE ORDERS FROM SALES ORDERS ................................. 14�

NEW FEATURES AND FUNCTIONALITY IN SALES ORDER ...................................................... 15�PRICE LEVEL BY CUSTOMER AND PRODUCT LINE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15�

PRICING FLEXIB IL ITY FOR TOTAL ITEM QUANTIT IES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 �

ENHANCED SALES ORDER INTEGRATION W ITH JOB COST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 �

DISTRIBUTE BY LOT AND SERIAL NUMBER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20�

MAINTAIN SPLIT COMMISSIONS BY CUSTOMER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 �

COMMISSION RATE TABLE BY SALESPERSON, CUSTOMER, ITEM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 �

USAGE AND COST OF OWNERSHIP RESEARCH ........................................................ 23�

FEATURES AND FUNCTIONALITY ADDED VIA PRODUCT UPDATES SINCE 4.4 .......................... 23�

SAGE ERP MAS INTELLIGENCE FOR 4.5 ........................................................................... 23�REPORTING TREES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23�

REPORT DISTRIBUTION ENHANCEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26�

CONVERSION UTIL ITY ASSISTANT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 �

BUSINESS PARTNER CERTIFICATION FOR 4.5 ..................................................................... 29�

FREE SAGECRM 7.1 SERVER LICENSE AND ONE SAGECRM USER LICENSE ...................... 29�

AVAILABLE MODULES FOR SAGE ERP MAS 200 SQL 4.5 ................................................ 31�

PRICING FOR 4.5 ............................................................................................................. 32�

SAGE ERP MAS 90 SMALL BUSINESS EDITION BUSINESS CARE PLAN CHANGES ............... 33�


October 2011

CONNECTED SERVICES .................................................................................................... 34�BUSINESS CREDIT MONITORING SERVICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 �

CREDIT CARD PROCESSING POW ERED BY SAGE PAYMENT SOLUTIONS . . . . . . . . . . . . . . . . . . . . . . . . . 34 �

FEDERAL AND STATE EFIL ING AND REPORTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 �

PAYROLL SERVICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35�

SALES TAX FOR SAGE, POW ERED BY AVATAX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 �

INTEGRATED SAGE SOLUTIONS......................................................................................... 36�SAGE HRMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 �

SAGE ACTIVE PLANNER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 �

SAGE MAS FIXED ASSETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 �

SAGE SALESLOGIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 �

THIRD PARTY CONSIDERATIONS ....................................................................................... 36�BUSINESS ALERTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36�

CRYSTAL REPORTS XI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 �

RETIREMENTS AND SUSPENSIONS ..................................................................................... 37�ACT! L INK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37�

EXTENDED ENTERPRISE SUITE TERMINOLOGY W ILL NO LONGER BE USED . . . . . . . . . . . . . . . . . . . . 37 �

FRX FINANCIAL REPORTER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37�

REPORT MASTER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38�

EXTENDED SOLUTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 �


October 2011

OVERVIEW The Sage ERP MAS 90 and 200 4.5 release focuses on providing compelling value to existing customers, being more competitive in the marketplace, and providing a smooth upgrade transition. Substantial value is provided to existing customers by addressing their top enhancement requests, including the ability to add SageCRM licenses to Sage ERP MAS 90, 200, and 200 SQL. To encourage adoption, all Sage ERP MAS 90 and 200 customers are eligible to receive a free SageCRM Server license and one free SageCRM user license when upgrading to 4.5. The Business Framework will allow the flexibility to provide current and new customers to choose ProvideX or Microsoft SQL Server. A migration process is provided to assist Business Partners with upgrading Sage ERP MAS 200 for SQL 3.7x customers to Sage ERP MAS 200 SQL 4.5.

The main features and functionality enhancements in Sage ERP MAS 90 and 200 4.5 are in Accounts Receivable, Payroll, Purchase Order, and Sales Order. These customer-requested features and functionality were obtained through various feedback and evaluation methods, including the Sage customer enhancement request website and user surveys. Many of the new features that have been incorporated are similar to the main features and functionality of 14 select Extended Solutions titles. Also, all 36 enhancements that have been provided through the Product Updates for 4.4 are included in the 4.5 release.

Sage ERP MAS Intelligence has been enhanced in 4.5 to include Reporting Tree capabilities and enhanced report distribution. With 4.5, Intelligence is also compatible with the Sage ERP MAS 200 SQL product.

Current Sage ERP MAS 90 and 200 Extended Enterprise Suite customers are provided with the equivalent 4.5 system on user-based pricing, and they have been merged into the core product line with equivalent Sage ERP MAS 90 and 200 licenses and separate SageCRM licenses. Both named and concurrent SageCRM licenses are available, although each customer is required to choose one type of licensing. It is not possible to mix the two types of licenses in one system. Customers on Business Care plans can stay current with the SageCRM product release schedule.

Both new and existing customers will find immediate benefit to their business operations from the tremendous enhancements in Sage ERP MAS 90 and 200 4.5. Sage will continue to listen to our customers and partners and provide the functionality that is most important to them. In 2012 in addition to customer-requested enhancements, Sage ERP MAS 90 and 200 Version 5.0 will focus on web-enabling the product to improve usability and allow customers more mobile access and additional web-based integrations. We strongly encourage customers running older versions of Sage ERP MAS 90 and 200 to plan to upgrade to the most current release and begin taking advantage of all the benefits outlined in this document.


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October 2011

SAGE ERP MAS 90, 200, AND 200 SQL 4.5 COMPELLING VALUE. MORE FLEXIBILITY. INSPIRED BY YOU!

RELEASE HIGHLIGHTS - TOP TEN REASONS TO UPGRADE TO 4.5

Use National Account Management features and

functionality to streamline your branch and corporate customer billing, and sales order processing while keeping unique accounts

Efficiently handle increasing complexities of Payroll processing with new methods of deduction calculations, benefits accruals, and recalculations

Beat the competition with flexible pricing set by combinations of totals, items, groups, and by customers

Allocate products by lot and serial numbers, reserve limited-quantity products for loyal customers or to match previous shipments

Improve cash flow with streamlined Purchase Orders created from Sales Orders

Flexibly track and bill for work-in-progress using enhanced Job Cost processing

Reward your Sales teams with automatic Split Commissions

Choose to migrate to Sage ERP MAS 200 SQL for more efficiency, scalability and flexibility

Utilize one FREE SageCRM 7.1 user and server license to communicate more effectively, collaborate better internally, and compete in today’s marketplace

Establish Reporting Tree structures in Sage ERP MAS Intelligence, ranging from simple to sophisticated hierarchies, and use the new distribution features to automatically provide information to key team members


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October 2011

AVAILABILITY Sage ERP MAS 90, 200, and 200 SQL 4.5 Beta was held during the month of August. General Availability and a new Early Adopter program for customers followed closely in early September 2011. The Auto-Delivery mailing and 4.5 download availability to Sage ERP MAS 90 and 200 Business Partners and the installed base customers are expected to begin the last week of October 2011.

NEW FUNCTIONALITY IN ACCOUNTS RECEIVABLE

NATIONAL ACCOUNT MANAGEMENT New features in 4.5 enable the creation of National Accounts in Accounts Receivable. This type of customer account provides the ability to establish relationships between the one National Account, typically a parent company, with multiple customer accounts, such as branches and subsidiaries. National Accounts enables invoicing of the larger company for goods and services provided to multiple locations, each with their own unique customer accounts. For example, these new features and functionality gives a distributor the ability to ship their goods to one customer, and invoice the National Account, rather than bill the “Sold To” customer account.

The new National Accounts features and functionality in 4.5 provides the ability to establish relationships between a parent company and branches or subsidiaries assigned a unique account. Goods and services can be provided to the associated “Ship To” account while automatically invoicing the “Bill To” National Account.


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From Customer Maintenance conveniently access the Bill To/Sold To information on your accounts using the More button

In Bill To/Sold To Maintenance, see all the relationships and the settings you’ve established for this account - for example, the Credit Hold, Credit Limit, and Default Address are set to use the Parent company


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October 2011

In Bill To Customer Maintenance, Link the branch to the Parent company, view account details, and confirm or change settings

From the Default button, conveniently set default values to be used for the Sold To accounts


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October 2011

ENHANCEMENTS TO PAYROLL New key Payroll features and functionality were added in 4.5, to offer more flexibility, streamline the data entry process, and provide more consistent and accurate calculations for deductions. The new 4.5 Payroll functionality includes five additional deduction calculation methods for processing payroll, the ability to automatically perform deduction recalculations and set deductions based on earnings type, provide enhanced Visual Integrator importing of common time management software formats into Payroll Data Entry, and the ability to establish a minimum number of hours worked for benefit accruals.

ADDITIONAL DEDUCTION CALCULATION METHODS Five new calculation methods are available for Payroll deductions in 4.5 ņ Based on Paid Hours, Based on Pay Rate, Based on Regular plus Overtime hours, Percentage of Total Hours and Percentage of Deduction Method. These additional calculation methods are often used for union deductions and dues.

1) Based on Paid Hours will provide a calculation for the total hours worked multiplied by the pay rate multiplier you choose.

2) Based on Pay Rate will calculate the selected pay rate multiplied by the number that is entered.

3) Based on Regular plus Overtime Hours will automatically provide a calculation based on the sum of regular and overtime hours multiplied by the pay rate.

4) Percentage of Total Hours will be calculated based on the total hours worked, regardless of regular or overtime, multiplied by the percentage you establish.

When entering an invoice, the National Account informational automatically populates the necessary fields you’ve previously established


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October 2011

5) Percentage of Deduction Method will be calculated during tax calculation such as Percentage of Net Wages and is only available for Employer Contributions.

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Five new Payroll options are available in Sage ERP MAS 90 and 200 4.5 to offer more flexibility, streamline the data entry process, and provide more consistent and accurate calculations for deductions.

Additional Payroll deduction calculation methods are available in 4.5.

If Percentage of Deduction method is selected, an additional field is displayed to allow the selected code to be entered.


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October 2011

DEDUCTION RECALCULATION IN PAYROLL ENTRY In Payroll Data Entry, workflow has been improved to automate the deductions based on changes in the earnings line. You are able to automatically recalculate the deduction while still in data entry, instead of deleting the information and then reentering. This will save valuable data entry time when running employee payroll, particularly with the various payroll complexities that businesses face today.

If Based on Pay Rate is selected, an additional drop down box is displayed to allow the selected rate to be chosen.


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October 2011

DEDUCTION CALCULATION BASED ON EARNINGS TYPE This new Payroll feature allows you to use payroll deduction codes according to a specified earnings type in order to calculate based on “Percent of Gross” or “Total Hours Worked”. This allows an employer to calculate benefits such as a Pension Plan and 401K contributions based only on regular, sick and vacation earnings.

A new Earnings button is available in 4.5 to allow the selection of specific types to be used for calculations.


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October 2011

PAYROLL DATA ENTRY IMPORTING Visual Integrator is enhanced in 4.5 to support importing a few of the more common labor management and time tracking systems into Payroll Data Entry. This enhancement will be particularly helpful when performing multiple data imports for regular, vacation, and sick time. File layouts and sample imports are included for the five most popular data import formats: Fixed Field, ADP, TimeBank/Kronos and TimeTrack.

Sample imports are included for:

o Format 2 – Fixed Field Format

o Format 3 – ADP Format

o Format 8 – “TimeBank” or Kronos Connect Format with department number + employee number imported

o Format 8 – “TimeBank” or Kronos Connect Format with only employee number imported

o Format M – Fixed Field Format for Timetrack v8.0

ENHANCED BENEFIT ACCRUAL New features and functionality have been added to benefit accrual processing in 4.5 that provides the ability to manage accruals based on hours worked, which can be used to support salaried employees, union employees, and part time employees. This new functionality uses the code assigned to an employee, compares the Minimum Hours Required for Benefit Accrual with the hours worked. If the conditions set are not achieved, then the accruals will not occur.


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October 2011

AUTOMATICALLY CREATE PURCHASE ORDERS FROM SALES ORDERS New 4.5 functionality will automatically create a Purchase Order from a Sales Order, allowing customers to save time and reduce data entry errors. Information will flow through to a Purchase Order without having to reenter the information, removing secondary data entry mistakes. For companies who operate on a business model where they don’t place an order from their suppliers for particular items until they make a sale, this will be a big time savings. They will be able to preset the conditions they want to use for the creation of Purchase Orders directly from the Sales Orders process to flow efficiently by entering the selection criteria.


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October 2011

NEW FEATURES AND FUNCTIONALITY IN SALES ORDER The Sales Order module is enhanced in 4.5 with features and functionality in six main areas. Pricing is available to be set by product line, by customer, and for total item quantities. At Sales Order entry, distribution can be set by lot and serial number. Commission splits can be established by customer, and by using a rate table to match salesperson, customer and item. Additional functionality is also added for Sales Order integration with Job Cost.

PRICE LEVEL BY CUSTOMER AND PRODUCT LINE This 4.5 enhancement allows a company to set default price levels for each of their customers by product line. This allows them to make it easier to incent or reward their customers with special discount pricing at the product line level, providing greater buying power for customers who purchase a large quantity of many items across a product portfolio, and not just for a large quantity of a specific product. Because discounts can be pre-set for each customer by price code or by ship-to code, order entry staff will not be burdened with having to remember, or refer to additional documentation, to determine the correct pricing discounts for customers. Especially helpful for companies with a large inventory and wide variety of items, combined with hundreds of customers, this flexibility will reward those customers and enable the company to more effectively challenge competitive pricing pressures.

Preset the conditions you want to use for the creation of Purchase Orders directly from Sales Orders, and information will efficiently flow through without having to reenter into Purchase Order.


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October 2011

PRICING FLEXIBILITY FOR TOTAL ITEM QUANTITIES Pricing flexibility was enhanced in 4.5 to include the ability to establish unit pricing based on the grouping of items and how item totals are calculated. Totals and associated pricing are able to be specified by the total of products in a product line, or the total for specific groups of products in a product category, or by the total sum quantity on the order. This flexibility is especially useful for manufacturers and distributors of products who offer many different colors and sizes of the same items.

For example, a company with multiple retail store outlets wants to run a special on widgets and widget accessories. They stock the widgets in four different sizes and 10 colors. Accessories fall into six different product groups and number in the hundreds. In 4.5, they will be able to discount the entire widget Product Line by 10%, select two of the accessory Item Categories for a 20% discount, and choose to discount the Total Order by an additional 5% if the total items ordered reach three or more.

A new feature in 4.5 allows you to enable and establish default price levels for specific customers. An unlimited number of customers and item combinations are possible.


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October 2011

ENHANCED SALES ORDER INTEGRATION WITH JOB COST Enhancements in the interaction between Sales Order and Job Cost will provide customers more flexibility in how they process and track work-in-progress. Additional Sales Order options will efficiently post invoice costs to Job Estimates, post drop ship costs using Job Cost, and automatically mark the job as complete when the invoice is generated. Information will automatically flow through the system to relieve inventory. Sales Kits can be updated using various methods, depending on how the customer wants to display a kit and its components, such as on the Job Transaction Detail Report. New fields in Customer Maintenance allow customers to establish Default Cost Codes and Defaults Cost Types. For easier reference, a new field displays the job number and the description of the job on the Accounts Receivable Invoice History Inquiry screen. These new options will allow customers to more efficiently enter multiple invoices for the same job, shipping work-in-progress multiple times against the same invoice.

An additional set of features are available in 4.5 to enable more flexible pricing: by Total Quantity, by Item Category, and for quantity by Product Line.


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October 2011

New Job Cost tab with associated options will provide more flexibility in how work-in-progress is processed and tracked.


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October 2011

For easier reference, the Job Number with its description will display on the Accounts Receivable Invoice History screen.

In Customer Maintenance, use new fields to establish Default Cost Code and Default Cost Type.


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October 2011

DISTRIBUTE BY LOT AND SERIAL NUMBER New functionally in Sales Order allows a company to select specific lot and serial numbers in order entry when creating a Sales Order. In addition to using lot and serial numbers to be tracked for potential recall of their products, this enhancement allows companies to reserve limited-quantity lots or serial numbers for their best customers, as well as to match the product previously shipped to a customer. If, for example, a granite supplier sells different types, colors and grains to be used in home construction, and allows their customers to choose a specific large piece to be used for a remodeling project, that item can be reserved for that specific customer. The selected lot and/or serial numbers can be printed on the sales orders and picking sheets for more reliable processing and communication.

MAINTAIN SPLIT COMMISSIONS BY CUSTOMER This 4.5 enhancement allows businesses to establish and maintain default Split Commissions between multiple salespeople by customer. So if you have an inside and outside sales representative, you will be able to set commissions so that each salesperson will receive the established share of the commission for that sale. After the default split commissions has been set up for a customer, this commission split will default automatically, rather than having to enter this

Enable the new Lot and Serial Number Distribution option during Sales Order Entry. This enhancement allows companies to reserve specific lots and/or serial numbers for particular customers. These new features and functionality also allow for more specific tracking, and for potential product recalls.


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October 2011

information each time a Sales Order or single-step invoice is created for that customer. The new default split commission customer settings provides the same functionality that exists today, for a primary salesperson plus up to four additional salespeople.

COMMISSION RATE TABLE BY SALESPERSON, CUSTOMER, ITEM This Sales Order enhancement will allow the user to setup salesperson commission rates by combinations of salesperson, customer, item and effective date using a new maintenance program. For companies with different pricing tiers for specific customers, a large number of items, and with multi-tier commissions, these new commission rate tables will provide an established and automatic method for ensuring their salespeople are paid correctly. Commission rates in the new maintenance program will be used for calculating line item commissions for inventory items on the sales order invoice, and will override any commission rates setup for items in Item Maintenance, or the commission rate entered for the invoice.


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October 2011

When Commission Type is Percent, the commission rate will display.

When Commission Type is Amount, the commission amount will display.


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October 2011

USAGE AND COST OF OWNERSHIP RESEARCH New features and functionality in 4.5 will assist us in driving the direction of the product to reduce the customers’ total cost of ownership (TCO). The Product Enhancement Program gathers important system and use information such as the platform and operating system information, usage of the system and most frequently used tasks. This information provides a framework for future usability and cost of ownership improvements. The information gathered will not include any confidential or company specific data. No user action is required and periodic uploads of data to Sage are seamless to the user. During installation the wizard alerts the administrator to the presence of the tool and affords an opt-out opportunity.

FEATURES AND FUNCTIONALITY ADDED VIA PRODUCT UPDATES SINCE 4.4 Included in the 4.5 release are more than 35 enhancements that have been added to the product since the introduction of 4.4. The additional features and functionality span across Accounts Receivable, Accounts Payable, Bank Reconciliation, Credit Card Security, Inventory Management, Job Cost, Library Master, Paperless Office, Payroll, Pre-Scan Utility, Purchase Order, and Sales Order. For more details, please see the What’s New in Product Update 1, 2, 3, and 5 documents posted on the Partner Marketing Resource Center (PMRC). Product Update 4 was limited to year end updates and did not contain new features and functionality.

SAGE ERP MAS INTELLIGENCE FOR 4.5 New features and functionalities included in Sage ERP MAS Intelligence for 4.5 include the ability to attach Reporting Trees to Report Designer layouts. The new trees will expand the options that companies can use for different reporting structures. A new 90 day trial period is included for Report Designer so customers can experience the benefits of expanded importing and exporting capabilities, and creating scheduler commands. Also included in 4.5 is more flexibility on how reports or any Excel workbooks are distributed, to include distribution via email, publishing to a public server, and FTP publishing.

REPORTING TREES The new Sage ERP MAS Intelligence 4.5 Reporting Tree structure allows the customer to generate reports that automatically follow their internal company structure, with the flexibility to accommodate anything from a simple to a very sophisticated hierarchy. Using Reporting Units, reports are able to be set up to represent the company’s hierarchies, and then easily generated at a Detailed or Summary level. These Reporting Units can be departments by GL accounts, or higher level groups in the company, established by building as many parent and child relationships as is necessary. Sage ERP MAS Intelligence will provide the ability to set up hundreds of Tree Units for those companies who have very complex corporate hierarchies, as well as meeting the needs of flatter and more simple organizations who will require much fewer tree units. Once established, as business needs change, the Reporting Trees will be able to be easily added to, changed, renamed, and copied, without requiring a change to financial data.


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October 2011

The example below shows Worldwide Enterprises (the Summary Reporting Unit), a company with locations in New York and Chicago, Sales and Services in each location, and their departments (detailed units).

The Manage Reporting Trees screen will allow users to easily build, modify, add, rename and duplicate existing trees.


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October 2011

The Worldwide ABC example below shows the parent child relationship of the company’s US locations.


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REPORT DISTRIBUTION ENHANCEMENTS Sage ERP MAS Intelligence 4.5 includes increased flexibility to distribute Intelligence Reports and Excel workbooks, including sending reports to a file, publishing to an FTP site, or send via email in a variety of standard formats. Customers can choose the reports they want to distribute, how they want to send them, and the recipients. Report Distribution in 4.5 improves workflow and speeds up business processes by automating report delivery and distribution.

4.5 Intelligence features includes the ability to establish unique settings for each email format, choosing from PDF, HTML and XLSX, and to create custom criteria for report distribution. Customers can send a report to different destinations, establish a regular distribution to managers and executives, or use an existing outlook profile and address book. Flexible options include the ability to add pertinent information to the report when it’s distributed via the chosen electronic method, including the powerful ability to include a specific cell into the body of the email.


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October 2011

Using the File Publish tab, a customer will be able to easily distribute reports to locations within their company’s network in PDF, HTML and XLSX.

Using the FTP tab, a customer will be able to easily distribute reports to FTP locations in PDF, HTML and XLSX.


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4.5 Intelligence provides the ability to establish convenient, fully unattended report distribution. Once the required Distribution Instructions are setup and linked to worksheets within a report, users will be able to flag the linked distribution instructions to be automatically sent whenever the report is run by a Scheduler Command within Report Manager.

CONVERSION UTILITY ASSISTANT With Microsoft’s permission, Sage is developing a utility that will decrypt proprietary FRx files. The Conversion Utility Assistant will allow consultants or users familiar with FRx to recreate similar reports in Intelligence more quickly, and reduce the effort in migrating FRx reports over to Intelligence.


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October 2011

BUSINESS PARTNER CERTIFICATION FOR 4.5 The certification for 4.5 includes classes to provide all necessary information so that Sage Business Partners can provide customers with flexibility in their choice of Sage ERP MAS 90, 200 or 200 SQL. Certification for 4.5 has also been simplified ņ we will no longer require separate certification for Sage ERP MAS 90 and 200, Sage ERP MAS 200 SQL, and Extended Enterprise Suite. Version 4.5 certification includes all the new features and functionality in 4.5, installing SageCRM, configuring the SageCRM and MAS integration, understanding the integration points, and effectively using the features. The sessions also include installing and implementing Sage ERP MAS 200 SQL 4.5, and upgrading 3.x SQL customers to 4.5.

For more details on Certification and re-certification, please refer to the Sage Partner University product certifications section, or the Sage ERP MAS 90 and 200 4.5 Business Partner Frequently Asked Questions document.

FREE SAGECRM 7.1 SERVER LICENSE AND ONE SAGECRM USER LICENSE 4.5 is compatible with SageCRM 7.1, and Sage ERP MAS 90, 200, and 200 SQL on-plan customers are eligible to receive a free SageCRM Server license and free single-user license, including Small Business Edition when upgrading to 4.5. Current Sage ERP MAS 90 and 200 Extended Enterprise Suite customers are also eligible to receive a free SageCRM user license which will be added to their existing user count when upgrading to 4.5. SageCRM v7.1 delivers the tools companies need to communicate more effectively, collaborate better internally and compete in today’s marketplace. SQL Express will be allowed to be used to try the free SageCRM user license, but is not compatible or supported with SageCRM when customers are running live data. Both named and concurrent SageCRM licenses will be available in 4.5. For more information on pricing and licensing please refer to the pricing section of this document, or the Sage ERP MAS 90, 200, and 200 SQL Price List.

The new eMarketing module for SageCRM delivers all the power of e-marketing software directly through SageCRM for end-to-end e-marketing campaign management. It enables users to execute high-quality, targeted email marketing and create drip marketing campaigns quickly and easily, automatically delivering email communications to the right people at the right time for maximum impact. Open, click and bounce rates will be automatically tracked, enabling marketers to calculate accurate ROI and deliver hot leads to the sales team. Users will benefit from a simple 3-step wizard to create new e-marketing campaigns with ease and a choice of over 90 templates to get started immediately. Follow-up call lists can then be based on e-marketing responses, closing the loop between email and telesales.


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SageCRM v7.1 total campaign management functionality comes with full campaign workflow so organizations can map campaigns to their business processes for consistent execution. It enables marketing users to execute multi-channel marketing campaigns and then clone those campaigns that have worked the best for easy re-use. This drives marketing-wide collaboration by enabling marketing users to share best practice within teams and re-create campaigns quickly and easily.

SageCRM v7.1 delivers a seamless calendar management experience thanks to real-time synchronization between SageCRM and Microsoft Exchange, enabling users to access up-to-date appointments, tasks and contacts within SageCRM on their smartphone, laptop or desktop PC for maximum ease-of use and productivity.

SageCRM integration with Microsoft Exchange delivers ease-of-administration as well as a seamless integration experience. Exchange Server integration can be created and synchronization occurs rapidly. System administrators benefit from a single point of entry from where they can manage existing Exchange users and add new users. 7.1 is compatible with version 2007 and 2010 of Exchange.

Users are able to create graphical report charts quickly and easily with SageCRM v7.1. Providing at-a-glance business insight, report charts and graphics are now more visually impactful, making it easy for management and users to see comparisons, patterns, and trends in their data.


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October 2011

Current Sage ERP MAS 90 and 200 Extended Enterprise Suite customers will need to upgrade to SageCRM 7.0 before installing 7.1. SageCRM 7.0 is available for download from the Extended Enterprise Suite section on SSO, for those customers when upgrading to 4.5.

AVAILABLE MODULES FOR SAGE ERP MAS 200 SQL 4.5 When Sage ERP MAS 200 SQL 4.45 was introduced in November 2010, it was available for new license sales only. As previously stated, with the 4.5 release current customers are able to choose to migrate to SQL. However, because not all Sage ERP MAS 90 and 200 modules are available for SQL, customers should work with their Business Partners to carefully evaluate their business needs before migrating to SQL and inactivating those modules. A process for migration will be provided to assist Business Partners in upgrading Sage ERP MAS 200 for SQL 3.7x customers to Sage ERP MAS 200 SQL 4.5. New for Sage ERP MAS 200 SQL 4.5 is the ability to add SageCRM, Sage ERP MAS Intelligence, and FAS Asset Accounting.

Sage SQL Runtime Edition licenses, Microsoft SQL Server 2008 R2 Standard Edition licenses, continue to be available from Sage in two licensing models – per user or per processor. Licenses are limited for use with Sage ERP and integrated third party or development partner solutions. Per user licensing is sold as client server access licenses (CAL) with a minimum purchase of 5 users. Per processor licenses may be more cost effective for customers with 20 or more users.


Page 32

October 2011

Modules and Sage solutions that will be available for Sage ERP MAS 200 SQL 4.5 are: � Accounts Payable � Accounts Receivable � Bank Reconciliation � Bar Code � Bill of Materials � Business Insights Dashboard � Business Insights Explorer � CompuPay Service � Credit Card Processing � Crystal Reports Designer � Custom Office � eBusiness Web Services � Federal and State eFiling and Reporting � General Ledger � Inventory Management � KnowledgeSync � Paperless Office � Purchase Order � Return Merchandise Authorization � SageCRM � Sage ERP MAS Intelligence � Sage FAS Asset Accounting � Sage HRMS Payroll & HR � Sales Order � Sales Tax powered by AvaTax � Visual Integrator

PRICING FOR 4.5 New license sales of Sage ERP MAS 90, 200 or 200 SQL 4.5 includes the option of either traditional a-la-carte pricing or the user-based pricing model. User-based pricing is very similar to the Extended Enterprise Suite model, requires a minimum purchase of 5-users, and includes similar Sage ERP MAS modules. (See module list below.) One difference between the Extended Enterprise Suite pricing model and the new 4.5 user-based pricing is that Fixed Assets and SageCRM user licenses will be sold separately. The traditional a-la-carte pricing has not changed from what is currently available today. Once a pricing model is selected, customers will remain on that pricing model – no migrations will be allowed to a different pricing model. Existing Sage ERP MAS 90 and 200 customers (non-Extended Enterprise Suite) who are current on a Business Care Plan will remain on traditional a-la-carte pricing. As of December 1, 2011, the Sage ERP MAS 200 SQL 4.5 product will be priced at a premium of $350 per user over the Sage ERP MAS 200 SQL 4.45 pricing, and M&S will be charged at the new list price. Any current 4.45 customers will be merged into the 4.5 traditional a-la-carte pricing model without incurring any fees. No product price changes have been made to the Sage ERP MAS 90 Small Business Edition and the Sage SQL Server Runtime edition of Microsoft SQL Server licenses.

Current Sage ERP MAS 90 and 200 Extended Enterprise Suite customers will remain as user-based pricing. They will be merged into the standard product when upgrading to 4.5 without incurring fees, with the same modules and number of users. As described in the SageCRM section earlier in this document, because all customers will receive one free SageCRM user


OCTOBER 2011 - 33 -

with 4.5, current Extended Enterprise Suite customers are also eligible to receive an incremental SageCRM user license when they upgrade to 4.5, which will be added to their account at no additional cost.

SageCRM offers two types of user licenses – Named and Concurrent. Both Named and Concurrent SageCRM user licenses will be available to be added to new and current Sage ERP MAS 90, 200 and 200 SQL systems. All customers on a current Business Care Plan upgrading to 4.5 are eligible to receive one free SageCRM server license, and one free SageCRM user license. On each system, SageCRM user licenses must be of the same type, so when adding licenses it is not possible to mix Named and Concurrent.

Platform migration pricing will be greatly simplified with the 4.5 release. Customers who want to move up from their current platform, such as from Sage ERP MAS 90 to Sage ERP MAS 200, or from Sage ERP MAS 200 to Sage ERP MAS 200 SQL will simply pay the price difference between their current platform and their new platform, with their Sage Business Care calculated based on their new platform.

User-Based Pricing will include the following modules:

o Accounts Payable o Accounts Receivable o Bank Reconciliation o Bill of Materials o Business Insights Dashboard, BI Explorer, BI Reporter o Credit Card Processing by Sage Payment Solutions o Crystal Reports Designer o Custom Office o Federal and State eFiling and Reporting o General Ledger o Inventory Management o Library Master o Paperless Office o Purchase Order o Return Merchandise Authorization o Sage ERP MAS Intelligence – single user Report Manager o Sales Order o Visual Integrator

For more detailed information on 4.5 pricing see the Sage ERP MAS 90, 200, and 200 SQL Price List or refer to the Sage ERP MAS 90 and 200 4.5 Business Partner Frequently Asked Questions document.

SAGE ERP MAS 90 SMALL BUSINESS EDITION BUSINESS CARE PLAN CHANGES As a reminder, any new Sage ERP MAS 90 Small Business Edition sale will require a Silver plan subscription the first year. Prior to the 4.5 release, changes to the overall Business Care Plans changed the initial requirement from a six month Silver Plan to a one year Silver plan. The six-month plan option is no longer available.


OCTOBER 2011 - 34 -

CONNECTED SERVICES The following connected services offer Sage ERP MAS 90, 200, and 200 SQL 4.5 customers accessibility to current and accurate calculations, and visibility into critical data from almost anywhere and anytime.

BUSINESS CREDIT MONITORING SERVICES Experian provides business credit reports and monitoring services to Sage ERP MAS 90 or 200 customers. They can purchase easy-to-read Experian business credit reports, and sign up for Business Credit Monitoring and Alerts, which provides updates about the credit status of their key business relationships. Access is through their Web browser, so they don’t have to worry about hardware or software requirements. Critical credit data is securely delivered through their email address. This service allows the monitoring of issues that indicate when a business may be headed for trouble, such as:

x Indications of a key supplier’s plans to go out of business x Alerts when a key account gets behind on payments x Opportunity to review their own credit report for errors that can negatively affect their

cash flow position

Additional information can be found at Experian Smart Business Reports for Sage ERP MAS.

CREDIT CARD PROCESSING POWERED BY SAGE PAYMENT SOLUTIONS Credit Card Processing powered by Sage Payment Solutions will continue to be compatible with Sage ERP MAS 90 and 200 4.5 to provide a complete credit card processing solution. For new sales, this module will be distributed on the Sage ERP MAS 90 and 200 product DVDs; no special program download will be required. For upgrading customers, the credit card processing module will be included with the Sage ERP MAS 90 and 200 product download. A complete payment processing solution, the Credit Card Processing powered by Sage Payment Solutions module gives Sage ERP MAS 90 and 200 customers the benefits of comprehensive business management coupled with the benefits of credit card processing—all from Sage. What’s more, having all payment processing in-house with Sage Payment Solutions enables Sage to pass savings onto customers, resulting in a lower total cost of ownership. Credit Card Processing powered by Sage Payment Solutions provides a complete credit card processing solution for mail order, telephone order, and Internet businesses, including corporate and government purchasing cards. Data can be entered through the Sales Order and Accounts Receivable modules and .store and .order e-Business Manager applets. Transactional information, such as authorization codes, is captured and stored for historical and reconciliation purposes.

FEDERAL AND STATE EFILING AND REPORTING Sage ERP MAS 90 and 200 Federal and State eFiling and Reporting will continue to be included in 4.5 to streamline tax reporting. With Sage ERP MAS 90 and 200 Federal and State eFiling and Reporting, customers can print and mail virtually all federal and state forms. Customers are able to automatically eFile W–2s and 1099s to the appropriate state and federal agencies, print and mail the forms to their employees, or they can choose to use the fee-based eFiling service. W-2s and other Payroll forms are not available for Sage ERP MAS 200 SQL.


OCTOBER 2011 - 35 -

PAYROLL SERVICES CompuPay will continue to provide payroll services for Sage ERP MAS 90, 200, and 200 SQL 4.5 customers, ranging from small start-up businesses to national corporations with several thousand employees.

SALES TAX FOR SAGE, POWERED BY AVATAX Sales Tax for Sage, Powered by AvaTax, makes paying sales tax simple for any business. This hosted, Web-based solution automatically performs address validation, sales tax jurisdiction research, and rate calculation—all on the fly within your accounting application, with no change to your existing workflow.


OCTOBER 2011 - 36 -

INTEGRATED SAGE SOLUTIONS Sage will continue to provide solutions across the entire enterprise for Sage ERP MAS 90 and 200 customers, including:

SAGE HRMS 4.5 will remain compliant with the most recent release of Sage HR, version 10.1, with no new integration points. For additional details, please contact your authorized Sage HRMS Business Partner.

SAGE ACTIVE PLANNER Sage Active Planner is now available for Sage ERP MAS 90 and 200 4.5 and 4.4, and will provide customers with the ability to transform a budgeting nightmare into a collaborative budgeting and planning process. Empowering the financial staff with more control, shorter planning cycles and time to focus on continuous performance improvement will help the company realize its strategic goals.

SAGE MAS FIXED ASSETS Sage ERP MAS 90 and 200 4.5 release will use Sage ERP MAS Fixed Assets 2011.1. The Fixed Asset module is not compatible with Sage ERP MAS 200 SQL 4.5 - to address Fixed Asset Accounting needs, FAS 500 is available. Sage FAS 500 includes a link to Sage ERP MAS 200 General Ledger.

SAGE SALESLOGIX Sage ERP MAS 90 and 200 4.5 will use DynaLink 7.1 for integration to Sage SalesLogix versions 7.5.3. This option is not available for Sage ERP MAS 200 SQL 4.5.

THIRD PARTY CONSIDERATIONS

BUSINESS ALERTS Business Alerts 5.1 will be compatible with 4.5, to utilize email for notification to individuals or a group of individuals whenever something significant happens in your Sage ERP MAS 90 and 200 system. Business Alerts can be used to automatically communicate shipment information to customers, keep staff informed of specific events, and track important business functions.

CRYSTAL REPORTS XI Crystal Reports provides access to your data and allows you to format it and deliver it as meaningful information inside and outside your organization. Crystal Reports XI will be used with 4.5.


OCTOBER 2011 - 37 -

RETIREMENTS AND SUSPENSIONS To help you plan customer upgrades, we want to give you advance notice that with the 4.5 release, several retirements are planned.

ACT! LINK The integration from ACT! to Sage ERP MAS 90 and 200 is retired as of the 4.5 release. It was previous suspended with our 4.4 release. At this time, Sage will continue to focus future development efforts on SageCRM for integrated Sage ERP MAS 90 and 200 and CRM functionality.

EXTENDED ENTERPRISE SUITE TERMINOLOGY WILL NO LONGER BE USED With the release of 4.5 and the merge of the standard and Sage ERP MAS 90 and 200 Extended Enterprise Suite products, the term Extended Enterprise Suite will no longer be used to market the benefits of using SageCRM with Sage ERP MAS 90 and 200, for the user-based pricing model, or the simplified installation process. Those benefits will be available for all three versions of Sage ERP MAS 90, 200 and 200 SQL 4.5.

FRX FINANCIAL REPORTER Prior to the 4.5 release, Microsoft® announced the retirement of FRx® so Sage started the process of evaluating alternative solutions. Sage ERP MAS Intelligence was identified as the ideal candidate to take customers from simple financial reporting to reporting and analyzing their entire ERP solution. In the fall of 2010, Intelligence launched to Sage ERP MAS customers. On January 31, 2011, Sage officially retired FRx. To help migrate customers over to Intelligence, current FRx users were giving the equivalent Intelligence license(s) and/or module(s). Over the coming year, Sage will work with customers and business partners to make sure customers are using the ideal financial reporting solution for their business. With Microsoft’s permission, Sage is developing a utility that will decrypt proprietary FRx files. The conversion utility will allow consultants or users familiar with FRx to recreate similar reports in Intelligence more quickly, and reduce the effort in migrating FRx reports over to Intelligence.

We expect v4.5 to continue to be backwards compatible with existing FRx installations and reporting functionality.

STARSHIP PARCEL AND STARSHIP FREIGHT Prior to the 4.5 release, and as of April 1, 2011, our relationship with VTechnologies changed, and StarShip Parcel and StarShip Freight are no longer available from Sage. We are expecting to introduce a new shipping solution this year. Please check this section for updated information in the future.

PC CHARGE CREDIT CARD PROCESSING The 4.5 release is the last version that will be compatible with Credit Card Processing powered by PC Charge. We will support the solution until December 31, 2012. Credit Card Processing powered by Sage Payment Solutions will continue to be compatible with Sage ERP MAS 90 and 200 4.5 to provide a complete credit card processing solution.


OCTOBER 2011 - 38 -

REPORT MASTER With the 4.5 release, the Report Master will be fully retired. Report Master was partially retired with the 4.2 release and was no longer able to use source data from any modules updated to the new Business Framework.™ Currently Report Master is only compatible for existing customers with Non-Framework modules which includes Job Cost, Payroll, and Work Order. We recommend using Sage MAS Intelligence or Crystal Reports for any reports that are needed.

EXTENDED SOLUTIONS All Extended Solutions titles are now officially retired with the release of 4.5. The main features and functionality of many Extended Solutions were incorporated into the core product in the last few Sage ERP MAS 90 and 200 releases and Product Updates. The last of the select Extended Solutions titles, shown below, are now retired with the 4.5 release.

PR-1067 Additional Deduction Calculation Methods PR-1116 Deduction Recalculation in Payroll Entry PR-1015 Deduction Calculation Based on Earnings Type PR-1031 Payroll Date Entry Import Utility PR-1091 Enhanced Benefit Accrual SO-1005 Price Level by Customer/Product Line SO-1173 Item Pricing by Total Quantity SO-1530 Enhanced Sales Order Integration with Job Cost SO-1175 Lot Serial/Distribution Entry from Sales Order SO-1417 Maintain Split Commissions by Customer SO-1354 Commission Rate Table by Salesperson/Customer/Item AR-1068 Customers with National Accounts PO-1020 Purchase Orders created from Sales Orders SO-1489 Auto Generate Purchase Orders for S/O Entry

Business Partners and customers have a voice in our roadmap and in features and functionality that will be incorporated into future Sage ERP MAS 90 and 200 releases. Please use your voice on the new feedback and request site www.sagemas.com/MAS_90_200_feedback. Sign up, view ideas already submitted, suggest new ideas, collaborate on suggested enhancements, and—most importantly—vote on the ideas that you value. It takes just a few minutes to participate.

The information contained in this document represents the current view of Sage Software, Inc. on the issues discussed as of the date this document was prepared. Sage cannot guarantee the accuracy of any information presented after the date of publication. The capabilities, system requirements and/or compatibility with third-party products described herein are subject to change without notice. Contact Sage for the most current information. Always consult a network specialist to discuss the security risks involved before implementing any Internet solution. Sage is not responsible for the content or maintenance of third-party Web sites referred to herein. This document is for informational purposes only and may not be distributed to third parties. SAGE MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, IN THIS DOCUMENT.

6561 Irvine Center Drive Irvine, CA 92618-2301

800.854.3415 www.SageMAS.com

©2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities. All other trademarks are the property of their respective owners.

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Sage ERP MAS 90 ERP Version 4.50

Supported Platform Matrix Revised as of August 17, 2011

Copyright© 2011 Sage, Inc. All rights reserved. Page 1 of 7

The information in this document applies to Sage ERP MAS 90 Version 4.50. Detailed product update information and support policies can be found on the Sage Online Web site at: www.sagesoftwareonline.com This document is intended to cover all information regarding the compatibility of various operating systems with Sage ERP MAS 90 as of August 17, 2011. Any operating system not listed should be considered incompatible. Note: It is critical that before and during an installation, this document is thoroughly reviewed, along with the Sage ERP MAS 90 Installation and System Administrator’s Guide and other documents found by clicking the Installation Information link of the main Sage ERP MAS 90 and 200 Support Web page. This Web page can be found on the Sage Online Web site at www.sagesoftwareonline.com. If development partner or Extended Solutions customizations or modifications have been made to your Sage ERP MAS 90 software, coordinate with your Sage business partner and your development partner before installing Sage ERP MAS 90.

For information about integrated solutions compatibility, refer to the Integrated Solutions Compatibility Matrix on the Sage Online Web site at: www.sagesoftwareonline.com

Web site content can change at any time. Sage has no control over, and cannot be responsible for, the content of other companies' Web sites.

If your platform is not listed in the matrices below, it is not supported.

Supported Workstations Remarks

The following information applies to all standalone (single user) workstations, peer-to-peer workstations, and client workstations attached to Windows servers, unless indicated otherwise.

Peer-to-Peer Networks: In a peer-to-peer network where the computer acting as the file server is not dedicated, only 2 concurrent user seat accesses will be supported. If the computer acting as the file server is a dedicated machine, a 5 concurrent user maximum is allowed.

Windows 7 (32 and 64-bit)

Professional, Enterprise, and Ultimate

Service Pack 1

Notes � Sage recommends installing Sage ERP MAS 90 to a location other than the C:\Program Files folder (for example,

C:\Sage).

Not Supported

The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions.

� Windows 7 peer-to-peer networks are not supported. � Windows 7 Home Basic and Windows 7 Home Premium editions are not supported.

Windows Vista (32-bit)

Business, Enterprise, and Ultimate

Service Pack 2


C:\Sage).

Not Supported


� Windows Vista peer-to-peer networks are not supported. � Windows Vista Home Basic and Windows Vista Home Premium editions are not supported. � Windows Vista 64-bit version is not supported.

Windows XP Professional

Windows XP Tablet PC Edition

Service Pack 2-3

http://www.sagesoftwareonline.com/







Microsoft supported servers defined as Operating System software specifically designed to be used as a network server (not peer-to-peer)

ERP Supported Servers Remarks

Windows Server 2008 (32 and 64-bit) Standard and Enterprise

Service Pack 2

Windows Server 2008 R2 (64-bit) Standard and Enterprise

Service Pack 1

Windows Server 2003 (32-bit) Standard and Enterprise

Service Pack 2 Windows Server 2003 R2 (32-bit) Standard and Enterprise Service Pack 2 Windows Small Business Server 2011

Standard and Premium Windows Small Business Server 2008

Standard and Premium Windows Small Business Server 2003 R2 (32-bit)

Standard and Premium

Notes

� Sage ERP MAS 90 is not a 64-bit application so it executes, by default, in a 32-bit mode when running on a 64-bit operating system.

� If eBusiness Manager is installed, the ISAPI Plug-in must be installed manually for new Sage ERP MAS 90 installations.

� If a Windows Server 2008 64-bit server is to be used as the IIS Server to connect to the Sage Web Engine, the Application Pool specified for the Web site must have True selected for the Enable 32-bit Applications option.

� Workstations from remote sites are supported only through Terminal Services or Citrix. Running Sage ERP MAS 90 over a Virtual Private Network (VPN) and/or a Wide Area Network (WAN) or through any other remote means is not supported.

� The eBusiness Web Services service can only be installed on a Windows Server platform, such as Windows Server 2003 or 2008. For more information, see the eBusiness Web Services Installation and Reference Guide found by clicking the Documentation link on the Sage ERP MAS 90 and 200 Autorun window of the install DVD.

Recommendations

� Sage ERP MAS 90 should be installed on a dedicated member/application server. Although supported, certain Windows configurations are not recommended due to possible instability and performance issues. Support from Sage Customer Support may be limited in the following circumstances:

o Running Sage ERP MAS 90 on a Windows Small Business Server or a Windows server acting as an Active Directory domain controller managing a large number of user accounts, computer accounts, group policies, organizational units, remote sites, or other network resources.

o Running Sage ERP MAS 90 on any server actively running other applications or services, such as e-mail (for example, Exchange Server), IIS, fax programs, or other software.

Not Supported


� Service Pack 1 on Windows Server 2003 is not supported.

� Using a server operating system as a Sage ERP MAS 90 Workstation is not supported (not even as a client to another server).

� Sage ERP MAS 90 is not designed for any version of Windows Datacenter Server and is not supported on this platform.

� Windows Server 2003 R2 64-bit is not supported.




SageCRM Supported Servers Remarks

Windows Server 2008 (32- and 64-bit) Standard and Enterprise Service Pack 2

Windows Server 2008 R2 (64-bit) Standard and Enterprise Service Pack 1


Notes

� Microsoft SQL Server is required for SageCRM Server.

� SageCRM can be installed on MS SQL Server 2005, 2008 (32- and 64-bit), and 2008 R2 Standard and Enterprise editions.

� SageCRM Server cannot be installed on a server running Microsoft Exchange or Lotus Notes Domino.

Outlook Plug-In for SageCRM

� To install CRM Outlook Integration, download the Outlook plug-in from within CRM in the My CRM menu > Preferences tab. The user must be an Administrator or Power User of the client machine to install the Outlook plug-in.

� If installing the CRM Outlook Integration in a Terminal Services environment, administrator rights are required on the Terminal Services machine. All instances of Internet Explorer and Outlook must be closed to install the plug-in. At the time of the installation, exclusive access to the server is required for each user. After the plug-in is installed, administrator rights are no longer required.

� CRM Outlook client integration is supported only for e-mail accounts running on Microsoft Exchange Server.

Terminal Services/Citrix Supported Servers Remarks


Service Pack 2 Terminal Services


Service Pack 1 Remote Desktop Services



Windows Server 2003 R2 (32-bit) Standard and Enterprise Service Pack 2 Terminal Services

Citrix XenApp 5.0 Citrix XenApp 6.0 (Sage ERP Only)

Notes

� Windows Server 2008 R2 Remote Desktop Services is a new name for former Terminal Services Service. � Terminal Services or Citrix must be installed on a supported version of Windows Server, such as 2003 or 2008. � Windows thin clients are supported with Terminal Services and Citrix. For more information, refer to:

www.microsoft.com � For more information on Terminal Services/Citrix, see the Miscellaneous Notes section in this document.

SageCRM Notes

� Running SageCRM through Terminal Services or Citrix is only supported when run through a remote session to the Desktop and not as a Published Application.

� SageCRM is supported on XenApp 5.0 32-bit version only. � SageCRM does not support running on Citrix XenApp 6.0

Recommendations

� Sage ERP MAS 90 Server can be installed on the same server as Terminal Services or Citrix, or on a separate server. If Sage ERP MAS 90 is installed on a separate server from the Terminal Services/Citrix server, use 100 Mbps or better network components to connect the two servers.

Not Supported


� Service Pack 1 for Windows Server 2003 is not supported.

� Running SageCRM on a Terminal Services session from a Terminal Services or Citrix server installed on a

Windows Server 2003 is not supported.

� Citrix does not support Citrix XenApp 5.0 on Windows Server 2008 R2.

http://www.microsoft.com/




Virtual Platforms Remarks

Citrix XenServer 5.0 Citrix XenServer 5.6

VMWare Workstation 6.0 VMWare ESX 4.1 VMware vSphere Hypervisor (ESXi) 4.1

Microsoft Virtual PC 2007 Windows Virtual PC Windows Server 2008 R2 Hyper-V

Notes

� All supported Operating Systems listed under the Supported Workstations, ERP Supported Servers and SageCRM Supported Servers sections are supported when hosted on these Citrix virtual platform products.

� Hardware and software requirements (minimum and recommended) for Sage ERP MAS products apply to virtual environments as well.

� Some third party products might not support the same virtualization platforms as Sage ERP MAS products. For verification, please check with the third party vendor.




Miscellaneous Notes

1. Antivirus software on your workstations and server should be configured to exclude files with the extensions SOA, LIB, M4T, M4L, DD, DDE, and DDF. If antivirus software is configured to scan compressed CAB files, performance issues may occur. You may want to exclude scanning of CAB files and network drives. Also, you should not have ..\MAS90\*.* files on the server scanned simultaneously by multiple instances of antivirus software. Desktop/Home versions of antivirus software that are not supported by the publisher for business use are also not supported by Sage. Desktop/Home versions typically have less configurable options (such as exclusion of file extensions over the network) for tuning the automatic, background, memory resident scans.

2. If you are using Symantec Antivirus Corporate or Enterprise Edition, review Resolution ID 415534 in the Sage InfoSource Knowledgebase.

3. Verify that you install the correct driver for your network adapter card (NIC), and use only high-quality cards. Using an incompatible or outdated driver or a low-quality card can cause serious data corruption issues.

4. Always run Workstation Setup after installing, re-installing, or upgrading the Windows operating system, and verify that the Windows printers in Control Panel > Printers are still operational.

5. Verify that all hardware involved in running Sage ERP MAS 90 is on your operating system vendor's Hardware Compatibility List. Incompatible hardware can cause severe data corruption. For more information, refer to the Microsoft Hardware Compatibility List at: www.microsoft.com/whdc/hcl/default.mspx

6. The eBusiness Manager module may have additional separate program fixes for the Web Engine. You should apply the latest Web Engine bundle. For the latest program updates, go to the Sage Online Web site at: www.sagesoftwareonline.com

If third-party enhancements are installed, always contact your development partner to verify compatibility before installing any updates. Some program fixes are specifically excluded from the program fix collection and should be installed only if you are experiencing the problem they address.

7. The eBusiness Web Services service can be installed only on a Windows Server platform, such as Windows Server 2003 or 2008. For more information, see the eBusiness Web Services Installation and Reference Guide found by clicking the Documentation link on the Sage ERP MAS 90 and 200 Autorun window of the install CD.

8. Always validate compatibility of development partner enhancements before upgrading.

9. Sage is committed to supporting future Microsoft operating systems as they are released to market for all Sage ERP MAS 90 modules; however, Sage does not support beta-level operating systems. As new operating system levels are scheduled for general release, Sage will verify their compatibility, and this document will be updated when Sage’s evaluations are completed.

10. For more information about performance, log on to the Sage Online Web site at www.sagesoftwareonline.com, and review Resolution ID 415534 "Slow Performance when running Sage MAS 90 Version 4.0 across a network" in the Sage InfoSource Knowledgebase.

11. Wireless local area networks (WLANs) are not recommended for desktop or laptop connections, because using a wireless LAN may result in dropped packets and lost connections.

12. The Microsoft Fax Services feature provided with Windows Server 2003 and 2008, Windows XP, Windows Vista, and Windows 7 is supported for Paperless Office and batch faxing. For more information, refer to the Integrated Solutions Compatibility Matrix on the Sage Online Web site at: www.sagesoftwareonline.com

http://www.microsoft.com/whdc/hcl/default.mspx







Recommended Minimum System’s Hardware Configuration

Recommended Minimum1

Single User/Client Workstation

Processor Physical Memory (RAM) Available Memory (RAM)2

Workstation (client) operating system versions not listed in this document will not be supported with Sage ERP MAS 90 version 4.50.

Windows 7 (32 and 64-bit)

Professional, Enterprise, and Ultimate Intel Core 2 Duo 2 GB 512 MB

Windows Vista

Business, Enterprise, and Ultimate Intel Core 2 Duo 2 GB 512 MB


Windows XP Tablet PC Edition Intel Pentium 4 class 1.8 GHz 1 GB 512 MB

Network Bandwidth (for multi-user systems) Recommended Minimum

100 Base-T – 100 Mbps at Full Duplex

1 The recommended minimum is designed to ensure the systems used for Sage MAS 90 are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software. 2 Regardless of the recommended minimum specified above, users should check the available memory on the workstation prior to installing Sage MAS 90 and use the Windows Task Manager to check the Available Physical Memory on the Performance tab. A minimum of 256 MB of physical RAM should be available to Sage MAS 90 when all other applications that will be used with Sage MAS 90 are loaded. A minimum of 512 MB of RAM should be available if using Windows Vista. Sage cannot guarantee acceptable performance when running Sage MAS 90 concurrently with other applications that consume system resources required for Sage MAS 90 to perform at an optimum level.




Recommended Minimum System Configuration for ERP and SageCRM Servers

• Recommended Minimum1

ERP and SageCRM Supported Servers

Processor Memory (RAM) Additional Requirements

Windows Server 2008 (32 and 64-bit)

Standard and Enterprise

Windows Server 2008 R2 (64-bit)



Standard and Enterprise For 64-bit systems:

Intel or AMD 64-bit capable, such as Intel Xeon or Quad-Core AMD

Opteron

For 32-bit systems:

Intel Pentium 4 class 2.4 GHz

Dual processor recommended

2 GB + 4-6 MB per concurrent user

100 Mbps network connection

Additional ERP Only Supported Servers Memory (RAM) Additional Requirements

Windows Server 2003 (32-bit)


Windows Small Business Server 2003 R2 (32-bit)

Windows Small Business Server 2008 (32 and 64-bit)

Windows Small Business Server 2011 (64-bit)


1 GB + 4-6 MB per concurrent user


Terminal Services and Citrix Memory (RAM) Additional Requirements

Windows Server 2008 R2 Remote Desktop Services

Windows Server 2008 Terminal Services


Citrix XenApp 5.0

Citrix XenApp 6.0

Recommended minimum and as required by Terminal Services or Citrix, plus 128 MB per

concurrent user2


ERP and SageCRM Web Servers Processor Memory (RAM) Additional Requirements

Windows Server 2008 R2 Intel or AMD 64-bit capable, such as: Intel Xeon or Quad-Core AMD Opteron

2 GB Internet Information Services 7.0

Windows Server 2008 Intel Pentium 4 class 2.8 GHz 2 GB Internet Information Services 7.0

Windows Server 2003 Intel Pentium 4 class 2.8 GHz 1 GB Internet Information Services 6.0

E-mail Servers Processor Memory (RAM) Additional Requirements

Microsoft Exchange Server 2003

Microsoft Exchange Server 2007 (32-bit) Intel Pentium 4 class 2.8 GHz 2 GB 100 Mbps network connection

1 The recommended minimum is designed to ensure the systems used for Sage MAS 90 are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software. 2 128 MB is based on an average of three concurrent tasks per user (Sage MAS 90 Desktop plus two additional tasks, such as Sales Order Entry or Customer Maintenance). Averages of more than three concurrent tasks per user will require additional RAM.

Sage ERP MAS 200 Version 4.50



The information in this document applies to Sage ERP MAS 200 Version 4.50. Detailed product update information and support policies can be found on the Sage Online Web site at: www.sagesoftwareonline.com This document is intended to cover all information regarding the compatibility of various operating systems with Sage ERP MAS 200 as of August 17, 2011. Any operating system not listed should be considered incompatible. Note: It is critical that before and during an installation, this document be thoroughly reviewed, along with the Sage ERP MAS 200 Installation and System Administrator’s Guide and other documents found by clicking the Installation Information link of the main Sage ERP MAS 90 and 200 Support Web page. This Web page can be found on the Sage Online Web site at www.sagesoftwareonline.com. If development partner or Extended Solutions customizations or modifications have been made to your Sage ERP MAS 200 software, coordinate with your Sage business partner and your development partner before installing Sage ERP MAS 200. For information about integrated solutions compatibility, refer to the Integrated Solutions Compatibility Matrix on the Sage Online Web site at: www.sagesoftwareonline.com Web site content can change at any time. Sage has no control over, and cannot be responsible for, the content of other companies' Web sites. If your platform is not listed in the matrices below, it is not supported.


Windows 7 (32 and 64-bit) Professional, Enterprise, and Ultimate

Service Pack 1


C:\Sage).

Not Supported

The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Windows 7 Home Basic and Windows 7 Home Premium editions are not supported.

Windows Vista (32-bit) Business, Enterprise, and Ultimate

Service Pack 2

Notes

� Sage recommends installing Sage ERP MAS 200 Workstation Setup to a location other than the C:\Program Files folder (for example, C:\Sage).

Not Supported

The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Windows Vista Home Basic and Windows Vista Home Premium editions are not supported. � Windows Vista 64-bit version is not supported.

Windows XP Professional and Windows XP Tablet PC Edition

Service Pack 2-3







Microsoft Dedicated Servers defined as Operating System software specifically designed to be used as a network server (not peer-to-peer)


Windows Server 2008 (32 and 64-bit) Standard and Enterprise Service Pack 2


Windows Server 2003 (32-bit)

Standard and Enterprise Service Pack 2


Notes

� Sage ERP MAS 200 is not a 64-bit application so it executes, by default, in a 32-bit mode when running on a 64-bit operating system.

� If eBusiness Manager is installed, the ISAPI Plug-in must be installed manually for new Sage ERP MAS 200 installations.

� If a Windows Server 2008 64-bit server is used as the IIS Server to connect to the Sage Web Engine, the Application Pool specified for the Web site must have True selected for the Enable 32-Bit Applications option.

� The eBusiness Web Services service can be installed only on a Windows Server platform, such as Windows Server 2003 or 2008. For more information, see the eBusiness Web Services Installation and Reference Guide found by clicking the Documentation link on the Sage ERP MAS 90 and 200 Autorun window of the install DVD.

Recommendations

� Sage ERP MAS 200 should be installed on a dedicated member/application server. Although supported, certain Windows server configurations are not recommended due to possible instability and performance issues. Support from Sage Customer Support may be limited in the following circumstances: o Running Sage ERP MAS 200 on a Windows server acting as an Active Directory domain controller

managing a large number of user accounts, computer accounts, group policies, organizational units, remote sites, or other network resources.

o Running Sage ERP MAS 200 on any server actively running other applications or services, such as e-mail (for example, Exchange Server), IIS, fax programs, SQL Server, or other software.

Not Supported

The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Running Sage ERP MAS 200 on any Windows Small Business Server operating system – regardless of the

number of user and computer accounts it is managing, is not supported. Small Business Server runs Active Directory and Exchange Server by default, and that has been a factor in many reported cases of instability and performance issues. Instability may also result if Small Business Server is further configured to run other applications concurrently, such as IIS, Shared Fax Services, and SQL Server.

� Service Pack 1 on Windows Server 2003 is not supported. � Using a server operating system as a Sage ERP MAS 200 workstation is not supported (not even as a client to

another server). However, this configuration can be utilized for testing. � Sage ERP and SageCRM Suite were not designed for any version of Windows Datacenter Server and are not

supported on this platform. � Windows Server 2003 R2 64-bit is not supported.




SageCRM Supported Server Remarks




Service Pack 2

Notes

� Microsoft SQL Server is required for SageCRM Server. � SageCRM can be installed on MS SQL Server 2005, 2008 (32- and 64-bit), and 2008 R2 Standard and Enterprise

editions. � SageCRM Server cannot be installed on a server running Microsoft Exchange or Lotus Notes Domino.

Outlook Plug-In for SageCRM

� To install CRM Outlook Integration, download the Outlook plug-in from within CRM in the My CRM menu > Preferences tab. The user must be an Administrator or Power User of the client machine to install the Outlook plug-in.



Terminal Services/Citrix Supported Servers Remarks




Service Pack 1 Remote Desktop Services



Windows Server 2003 R2 (32-bit) Standard and Enterprise Service Pack 2 Terminal Services


Notes

� Windows Server 2008 R2 Remote Desktop Services is a new name for former Terminal Services Service. � Terminal Services or Citrix must be installed on a supported version of Windows Server, such as 2003 or 2008. � Installing Sage ERP MAS 200 or SageCRM Server on the same server as Terminal Services or Citrix is not

supported. � Windows thin clients are supported with Terminal Services and Citrix. For more information, refer to

www.microsoft.com � For more information on Terminal Services/Citrix, see the Miscellaneous Notes section in this document. SageCRM Notes � Running SageCRM through Terminal Services or Citrix is only supported when run through a remote session to

the Desktop and not as a Published Application. � SageCRM is supported on XenApp 5.0 32-bit version only � SageCRM does not support running on Citrix XenApp 6.0

Not Supported

The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Service Pack 1 on Windows Server 2003 is not supported. � Running SageCRM on a Terminal Services session from a Terminal Services or Citrix server installed on a

Windows Server 2003 is not supported. � Citrix does not support Citrix XenApp 5.0 on Windows Server 2008 R2. � Crystal Enterprise is not supported on any version of Windows Server 2008.









Notes

� All supported Operating Systems listed under the Supported Workstations, ERP Supported Servers and SageCRM Supported Servers sections are supported when hosted on these Citrix virtual platform products.

� Hardware and software requirements (minimum and recommended) for Sage ERP MAS products apply to virtual environments as well.

� Some third party products might not support the same virtualization platforms as Sage ERP MAS products. For verification, please check with the third party vendor.




Miscellaneous Notes

1. When running Sage ERP MAS 200 over a local area network (LAN) environment, the ping timings will vary depending on the speed and configuration of the network. Typical ping timings with 1,800 bytes of data should be 20 – 30 milliseconds or faster. Unacceptable ping speeds are over 40 milliseconds.

2. In the Sage ERP MAS 200 client/server environment, integrated applications do their processing at the workstation, not at the server. As a result, users may experience performance issues when running integrated applications from remote locations. Some of the applications affected include Crystal Reports, FRx, and F9.

Sage ERP MAS 200 includes a client/server based ODBC driver. This can be used instead of the client ODBC driver for faster processing.

Note: If the report was created using Business Insights Reporter (BIR) without runtime filters, and was not further modified with Crystal Reports, it is not likely to be a report design issue because reports created using the BIR run off a single pre-populated view.

3. Virtual private network (VPN) and wide area network (WAN) connections should be set up as point-to-point connections, as opposed to Internet connections, for better stability and performance. If an Internet connection is used, ensure the Internet Service Provider (ISP) can provide a guaranteed bandwidth; otherwise, users may experience dropped sessions and lost connections. With any type of low speed WAN connection, for each remote user, select the Low Speed Connection check box in User Maintenance.

4. If a VPN connection is used, keep in mind the following: � VPN solutions are either software-based, hardware-based (such as a VPN firewall), or a hybrid of both. � If a hardware-based solution is used on Level 3.x, verify that it supports secure, encrypted connections for applications that use back channels. � Software-based VPNs result in slower connection speeds due to the security overhead of encrypting the data. Hardware-based solutions run faster. � Low-speed connections are subject to considerable performance issues when using a software-based VPN. It may cause the connection to have a bandwidth of less

than 128 Kbps. For information on guaranteed bandwidth requirements, see miscellaneous note above. � Printing or previewing Crystal Reports and forms will require the Client Server driver (see miscellaneous note 3), or a Terminal Server or Citrix connection.

5. Suggestions for faster remote printing of Crystal reports over a WAN and virtual private network (VPN) are:

� Using the Sage ERP MAS 200 Client/Server ODBC driver provided with Sage ERP MAS 200

� Using Citrix or Terminal Services

� Using non-graphical forms (those not based on Crystal Reports) if available

6. Always run Workstation Setup after installing, re-installing, or upgrading the Windows operating system, and verify that the Windows printers in Control Panel > Printers are still operational.

7. Verify that all hardware involved in running Sage ERP MAS 200 is on your operating system vendor's Hardware Compatibility List. Incompatible hardware can cause severe data corruption. For more information, refer to the Microsoft Hardware Compatibility List at: http://www.microsoft.com/whdc/hcl/default.mspx

8. The eBusiness Manager module may have additional separate program fixes for the Web Engine. You should apply the latest Web Engine bundle. For the latest program updates, go to the Sage Online Web site at: www.sagesoftwareonline.com

If third-party enhancements are installed, always contact your development partner to verify compatibility before installing any updates. Also note that some program fixes are specifically excluded from the program fix collection and should be installed only if you are experiencing the problem they address.

9. The eBusiness Web Services service can be installed only on a Windows Server platform, such as Windows Server 2003 or 2008. For more information, see the eBusiness Web Services Installation and Reference Guide found by clicking the Documentation link of the Sage ERP MAS 90 and 200 Autorun window.

10. Always validate compatibility of development partner enhancements before upgrading.






11. Sage is committed to supporting future Microsoft operating systems as they are released to market for all Sage ERP MAS 200 modules; however, Sage does not support beta-level operating systems. As new operating system levels are scheduled for general release, Sage will verify their compatibility, and this document will be updated when Sage’s evaluations are completed.

12. Sage requires a guaranteed minimum bandwidth of 128 Kbps per user for running Sage ERP MAS 200 through a low speed remote connection. For each user, 256k or higher is recommended. Select the Low Speed Connection check box in the Sage ERP MAS 200 User Maintenance task.

13. TCP/IP must be installed and properly configured so that you can ping by computer name and IP address from the workstation to the server. The server must be able to ping the workstation by IP address. You must be able to use the Windows TELNET.EXE utility or equivalent to communicate with the Application Server on a specific port ID and IP address, or on a specific port ID and name from all workstations to the server. If this cannot be done, you must contact your Microsoft support organization. Sage Customer Support cannot assist with this task. For more information on connection requirements, refer to your Sage ERP MAS 200 Installation and System Administrator’s Guide.

14. The Sage ERP MAS 200 Application Server is a Windows Sockets application that listens on a single port (default port 10000). You must open this port on your firewall/router so clients can properly connect to the Application Server. The client does not listen back on its own port, so opening ports for clients is not necessary. Also, the Application Server is compatible with Network Address Translation (NAT).

15. If the Sage ERP MAS 200 Application Server is configured to run as a service and you are experiencing "connection timed out" errors, white screens, hanging, or slow performance, but only after a certain number of Sage ERP MAS 200 users are in the system, review document SS3003-A on Sage Online at www.sagesoftwareonline.com. If you are running the Application Server on the desktop instead of running it as a service, the same problem may occur in a very large multi-user environment. If that is the case, review document SS3003-A on Sage Online.


17. The Microsoft Fax Services feature provided with Windows Server 2003 and 2008, Windows XP, Windows Vista, and Windows 7 is supported with Paperless Office and batch faxing. For more information, refer to the Integrated Solutions Compatibility Matrix on the Sage Online Web site at: www.sagesoftwareonline.com

http://support.sagesoftwareonline.com/mas/query/index.cfm?action=abcdetail&abc_id=210






Recommended Minimum System Configuration


Client Workstation


Workstation (client) operating system versions not listed in this document will not be supported with Sage ERP MAS 200 version 4.40.


Intel Core 2 Duo 2 GB 512 MB

Windows Vista Business, Enterprise, and Ultimate Intel Core 2 Duo 2 GB 512 MB

Windows XP Professional Windows XP Tablet PC Edition Intel Pentium 4 class 1.8 GHz 1 GB 512 MB

Network Bandwidth Recommended Minimum


1 The recommended minimum is designed to ensure that the systems used for Sage ERP MAS 200 are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software. 2 Regardless of the recommended minimums specified above, users should check the available memory on the workstation prior to installing Sage ERP MAS 200 and use the Windows Task Manager to check the Available Physical Memory on the Performance tab. A minimum of 512 MB of physical RAM should be available to Sage ERP MAS 200 when all other applications that will be used with Sage ERP MAS 200 are loaded. Sage cannot guarantee acceptable performance when running Sage ERP MAS 200 concurrently with other applications that consume system resources required for Sage ERP MAS 200 to perform at an optimum level. Refer to the article “How to determine memory” on the Sage Online Web site at: www.sagesoftwareonline.com





Recommended Minimum System Configuration for ERP and SageCRM Servers


ERP and SageCRM Supported Servers

Processor Memory (RAM) Additional Requirements




For 64-bit systems: Intel or AMD 64-bit capable, such as Intel Xeon or Quad-Core AMD

Opteron

For 32-bit systems: Intel Pentium 4 class 2.4 GHz Dual processor recommended

2 GB + 4-6 MB per concurrent user 100 Mbps network connection

Additional ERP Only Supported Servers Memory (RAM) Additional Requirements Windows Server 2003 (32-bit)



Terminal Services and Citrix Memory (RAM) Additional Requirements Windows Server 2008 R2 Remote Desktop Services Windows Server 2008 Terminal Services Windows Server 2003 Terminal Services Citrix XenApp 5.0 Citrix XenApp 6.0

Recommended minimum and as required by Terminal Services or Citrix, plus 128 MB per concurrent user2


ERP and SageCRM Web Servers Memory (RAM) Additional Requirements Windows Server 2008 R2 Windows Server 2008 2 GB Internet Information Services 7.0

Windows Server 2003 1 GB Internet Information Services 6.0

E-mail Servers Processor Memory (RAM) Additional Requirements Microsoft Exchange Server 2003 Microsoft Exchange Server 2007 (32-bit)

Intel Pentium 4 class 2.8 GHz 2 GB 100 Mbps network connection

1 The recommended minimum is designed to ensure the systems used for Sage ERP MAS 200 are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software. 2 128 MB is based on an average of three concurrent tasks per user (Sage ERP MAS 200 Desktop plus two additional tasks, such as Sales Order Entry or Customer Maintenance). Averages of more than three concurrent tasks per user will require additional RAM.

Sage ERP MAS 200 SQL Version 4.50 Supported Platform Matrix

Revised as of August 17, 2011

Copyright© 2010 Sage Software, Inc. All rights reserved. Page 1 of 8

The information in this document applies to Sage ERP MAS 200 SQL Version 4.50. Detailed product update information and support policies can be found on the Sage Online Web site at: www.sagesoftwareonline.com This document is intended to cover all information regarding the compatibility of various operating systems with Sage ERP MAS 200 SQL as of August 17, 2011. Any operating system not listed should be considered incompatible.

Note: It is critical that before and during an installation, this document be thoroughly reviewed, along with the Sage ERP MAS 200 SQL Installation and System Administrator’s Guide and other documents found by clicking the Installation Information link of the main Sage MAS 90 and 200 Support Web page. This Web page can be found on the Sage Online Web site at www.sagesoftwareonline.com. If development partner or Extended Solutions customizations or modifications have been made to your Sage ERP MAS 200 SQL software, coordinate with your Sage business partner and your development partner before installing Sage ERP MAS 200 SQL. For information about integrated solutions compatibility, refer to the Integrated Solutions Compatibility Matrix on the Sage Online Web site at: www.sagesoftwareonline.com Web site content can change at any time. Sage has no control over, and cannot be responsible for the content of other companies' Web sites. If your platform is not listed in the matrices below, it is not supported.

Supported Workstations Remarks Windows 7 (32- and 64-bit)

Professional, Enterprise, and Ultimate Service Pack 1

Notes � Sage recommends installing Sage ERP MAS 200 SQL Workstation Setup to a location other than the C:\Program

Files folder (for example, C:\Sage).

Not Supported The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Windows 7 Home Basic and Windows 7 Home Premium editions are not supported.

Windows Vista (32-bit) Business, Enterprise, and Ultimate Service Pack 2

Notes � Sage recommends installing Sage ERP MAS 200 SQL Workstation Setup to a location other than the C:\Program

Files folder (for example, C:\Sage).

Not Supported The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Windows Vista Home Basic and Windows Vista Home Premium editions are not supported � Windows Vista 64-bit version is not supported.

Windows XP Professional Service Pack 3







Microsoft Dedicated Servers defined as Operating System software specifically designed to be used as a network server (not peer-to-peer).




Notes � Sage ERP MAS 200 SQL is not a 64-bit application so it executes, by default, in a 32-bit mode when running on

a 64-bit operating system. � The eBusiness Web Services service can be installed only on a Windows Server platform, such as Windows

Server 2008. For more information, see the eBusiness Web Services Installation and Reference Guide found by clicking the Documentation link on the Sage ERP 200 SQL Autorun window of the install DVD.

� Unless absolutely necessary, avoid installing Sage ERP MAS 200 SQL to system controlled folders, such as C:\Program Files or C:\Program Files(x86). Sage recommends installing Sage ERP MAS 200 SQL to a dedicated non-system controlled folder, such as C:\Sage.

� The eBusiness Web Services service can only be installed on a Windows Server platform, such as Windows Server 2008. For more information, see the eBusiness Web Services Installation and Reference Guide found by clicking the Documentation link of the Sage ERP MAS 200 SQL Autorun screen.

Recommendations � Sage ERP MAS 200 SQL should be installed on a dedicated member/application server. Although supported,

certain Windows server configurations are not recommended due to possible instability and performance issues. Support from Sage Customer Support may be limited in the following circumstances: o Running Sage ERP MAS 200 SQL on a Windows server acting as an Active Directory domain controller

managing a large number of user accounts, computer accounts, group policies, organizational units, remote sites, or other network resources.

o Running Sage ERP MAS 200 SQL on any server actively running other applications or services, such as e-mail (for example, Exchange Server), IIS, fax programs, or other software.

Not Supported The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions. � Running Sage ERP MAS 200 SQL on any Windows Small Business Server operating system – regardless of the

number of user and computer accounts it is managing, is not supported. Small Business Server runs Active Directory and Exchange Server by default, and that has been a factor in many reported cases of instability and performance issues. Instability may also result if Small Business Server is further configured to run other applications concurrently, such as IIS, Shared Fax Services, and SQL Server.

� Using a server operating system as a Sage ERP MAS 200 SQL workstation is not supported (not even as a client to another server). However, this configuration can be utilized for testing.

Sage ERP and SageCRM Suite were not designed for any version of Windows Datacenter Server and are not supported on this platform.




SageCRM Supported Server Remarks Windows Server 2008 (32- and 64-bit)

Standard and Enterprise Service Pack 2



Service Pack 2

Notes � Microsoft SQL Server is required for SageCRM Server. � SageCRM can be installed on MS SQL Server 2005, 2008 (32- and 64-bit), and 2008 R2 Standard and Enterprise

editions. � SageCRM Server cannot be installed on a server running Microsoft Exchange or Lotus Notes Domino.

Outlook Plug-In for SageCRM � To install CRM Outlook Integration, download the Outlook plug-in from within CRM in the My CRM menu >

Preferences tab. The user must be an Administrator or Power User of the client machine to install the Outlook plug-in.



Not Supported

� Small Business Server is not supported for SageCRM.

ERP and SageCRM Supported MS SQL Servers Remarks

Microsoft SQL Server 2008 (32- and 64-bit) Standard and Enterprise Service Pack 1

Microsoft SQL Server 2008 R2 (32- and 64-bit)

Standard, Enterprise

Additional SageCRM Only Supported MS SQL Servers

Remarks

Microsoft SQL Server 2005 (32-bit) Standard and Enterprise Service Pack 3




Terminal Services/Citrix Servers Remarks

Windows Server 2008 (32- and 64-bit) Standard and Enterprise


Windows Server 2008 R2 (64-bit) Standard and Enterprise Terminal Services


Notes � Windows Server 2008 R2 Remote Desktop Services is a new name for former Terminal Services Service. � Terminal Services or Citrix must be installed on a supported version of Windows, such as Windows Server 2008. � Installing Sage ERP MAS 200 SQL or SageCRM Server on the same server as Terminal Services or Citrix is not

supported. � Windows thin clients are supported with Terminal Services and Citrix. For more information, refer to

www.microsoft.com � For more information on Terminal Services/Citrix, see the Miscellaneous Notes section in this document. SageCRM Notes � Running SageCRM through Terminal Services or Citrix is only supported when run through a remote session to the

Desktop and not as a Published Application. � SageCRM is supported on XenApp 5.0 32-bit version only � SageCRM does not support running on Citrix XenApp 6.0

Not Supported The items listed here are intended to be used for clarification purposes only, and are not intended to represent a comprehensive list of exclusions.

� Service Pack 1 on Windows Server 2003 is not supported. � Running SageCRM on a Terminal Services session from a Terminal Services or Citrix server installed on a Windows

Server 2003 is not supported. � Citrix does not support Citrix XenApp 5.0 on Windows Server 2008 R2. � Crystal Enterprise is not supported on any version of Windows Server 2008.





Notes � All supported Operating Systems listed under the Supported Workstations, ERP Supported Servers and SageCRM

Supported Servers sections are supported when hosted on these Citrix virtual platform products. � Hardware and software requirements (minimum and recommended) for Sage ERP MAS products apply to virtual

environments as well. � Some third party products might not support the same virtualization platforms as Sage ERP MAS products. For

verification, please check with the third party vendor.





Miscellaneous Notes 1. When running Sage ERP MAS 200 SQL over a local area network (LAN) environment, the ping timings will vary depending on the speed and configuration of the

network. Typical ping timings with 1,800 bytes of data should be between 20–30 milliseconds or faster. Unacceptable ping speeds are over 40 milliseconds.

2. In the Sage ERP MAS 200 SQL client/server environment, integrated applications do their processing at the workstation, not at the server. As a result, users may experience performance issues when running integrated applications from remote locations. Some of the applications affected include Crystal Reports.

3. Virtual private network (VPN) and wide area network (WAN) connections should be set up as point-to-point connections, as opposed to Internet connections, for better stability and performance. If an Internet connection is used, ensure the Internet Service Provider (ISP) can provide a guaranteed bandwidth; otherwise, users may experience dropped sessions and lost connections. With any type of low speed WAN connection, for each remote user, select the Low Speed Connection check box in User Maintenance.

4. Always re-run Sage ERP MAS 200 SQL Workstation Setup after re-installing or upgrading the Windows operating system, and verify that a default Windows printer is still available and operational.

5. Verify that all hardware involved in running Sage ERP MAS 200 SQL is on Microsoft’s Hardware Compatibility List. Incompatible hardware can cause severe data corruption. For more information, refer to the Microsoft Hardware Compatibility List at: http://www.microsoft.com/whdc/hcl/default.mspx

6. Sage is committed to supporting future Microsoft operating systems as they are released to market for all Sage ERP MAS 200 SQL modules; however, Sage does not support beta-level operating systems. As new operating system levels are scheduled for general release, Sage will verify their compatibility, and this document will be updated when Sage’s evaluations are completed.

7. Using Citrix or Terminal Services is suggested for faster remote printing of Crystal reports over a WAN and virtual private network (VPN)

8. Sage requires a guaranteed minimum bandwidth of 256 Kbps per user for running Sage ERP MAS 200 SQL through a low-speed remote connection. For each user, 512 Kbps or higher is recommended. Select the Low Speed Connection check box in the Sage ERP MAS 200 SQL User Maintenance window.

9. If a VPN connection is used, keep in mind the following: � VPN solutions are either software-based, hardware-based (such as a VPN firewall), or a hybrid of both. � Software-based VPNs may result in slower connection speeds due to the security overhead of encrypting the data. Hardware-based solutions run faster. � Low-speed connections are subject to considerable performance issues when using a software-based VPN. It may cause the connection to have a bandwidth of less

than 256 Kbps. For information on guaranteed bandwidth requirements, see miscellaneous note above.





10. TCP/IP must be installed and properly configured so that you can ping by computer name and IP address from the workstation to the server. The server must be able to at least ping the workstation by its IP address. You must be able to use the Windows TELNET.EXE utility or equivalent to communicate with the Application Server on a specific port ID and IP address, or on a specific port ID and name from all workstations to the server. If this cannot be done, you must contact your Microsoft support organization. Sage Customer Support cannot assist with this task. For more information on connection requirements, refer to your Sage ERP MAS 200 SQL Installation and System Administrator’s Guide.

11. The Sage ERP MAS 200 SQL Application Server is a Windows Sockets application that listens on a single port (typically port 10000). You must open this port on your firewall/router so clients can connect to the Application Server properly. The client does not listen back on its own port, so opening ports for clients is not necessary. Also, the Application Server is compatible with Network Address Translation (NAT).

12. If the Sage ERP MAS 200 SQL Application Server is configured to run as a service and you are experiencing connection timed out errors, white screens, hanging, or slow performance, but only after a certain number of Sage ERP MAS 200 SQL users are in the system, review document SS3003-A on the Sage Online Web site at www.sagesoftwareonline.com. If you are running the Application Server on the desktop instead of running it as a service, the same problem may occur in a very large multi-user environment. If that is the case, review document SS3003-A on Sage Online.


14. The Microsoft Fax Services feature provided with Windows Server 2008, Windows XP, Windows Vista, and Windows 7 is supported only for Paperless Office and batch faxing. For more information, refer to the Integrated Solutions Compatibility Matrix on the Sage Online Web site at: www.sagesoftwareonline.com

http://support.sagesoftwareonline.com/mas/query/index.cfm?action=abcdetail&abc_id=210






Recommended Minimum System Configuration


Client Workstation


Workstation (client) operating system versions not listed in this document will not be supported with Sage ERP MAS 200 SQL version 4.50.


Intel Core 2 Duo 2 GB 512 MB

Windows Vista Business, Enterprise, and Ultimate Intel Core 2 Duo 2 GB 512 MB

Windows XP Professional Intel Pentium 4 class 1.8 GHz 1 GB 512 MB

Network Bandwidth Recommended Minimum


1 The recommended minimum is designed to ensure that the systems used for Sage ERP MAS 200 SQL are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software. 2 Regardless of the recommended minimums specified above, users should check the available memory on the workstation prior to installing Sage ERP MAS 200 SQL and use the Windows Task Manager to check the Available Physical Memory on the Performance tab. A minimum of 512 MB of physical RAM should be available to Sage ERP MAS 200 SQL when all other applications that will be used with Sage ERP MAS 200 SQL are loaded. Sage cannot guarantee acceptable performance when running Sage ERP MAS 200 SQL concurrently with other applications that consume system resources required for Sage ERP MAS 200 SQL to perform at an optimum level. Refer to the article “How to determine memory” on the Sage Online Web site at: www.sagesoftwareonline.com





Recommended Minimum System Configuration for ERP and SageCRM Servers Recommended Minimum1 ERP and SageCRM Supported Servers Processor Memory (RAM) Additional Requirements



For 64-bit systems:

Intel or AMD 64-bit capable, such as Intel Xeon or Quad-Core

AMD Opteron

For 32-bit systems: Intel Pentium 4 class 2.4 GHz Dual processor recommended


Additional SageCRM Only Supported Servers

Memory (RAM) Additional Requirements


Standard and Enterprise 1 GB + 4-6 MB per concurrent user 100 Mbps network connection

Terminal Services and Citrix Memory (RAM) Additional Requirements

Windows Server 2008 R2 Remote Desktop Services


Citrix XenApp 5.0

Citrix XenApp 6.0

Recommended minimum and as required by Terminal Services or Citrix, plus 128 MB per concurrent user

1


ERP and SageCRM Web Servers Memory (RAM) Additional Requirements

Windows Server 2008

Windows Server 2008 R2 2 GB Internet Information Services 7.0

E-mail Servers Processor Memory (RAM) Additional Requirements

Microsoft Exchange Server 2003

Microsoft Exchange Server 2007 (32-bit) Intel Pentium 4 class 2.8 GHz 2 GB 100 Mbps network connection

1 The recommended minimum is designed to ensure the systems used for Sage ERP MAS 200 SQL are capable of providing adequate performance with a standard complement of normally installed applications, such as virus protection software. 2 128 MB is based on an average of three concurrent tasks per user (Sage ERP MAS 200 SQL Desktop plus two additional tasks, such as Sales Order Entry or Customer Maintenance). Averages of more than three concurrent tasks per user will require additional RAM.

Sage ERP MAS 90 and 200 Version 4.50 Integrated Solutions Compatibility Matrix

Revised as of October 14, 2011

Copyright© 2011 Sage Software, Inc. All rights reserved Page 1 of 6

The Integrated Solutions Compatibility Matrix is intended to cover all information as of October 14, 2011, regarding all Integrated Solutions compatibility with Sage ERP MAS 90 and 200 version 4.50. Any version not listed should be assumed incompatible. If your configuration is not listed, Sage Customer Support cannot provide support for you. All hardware and system requirements must meet or exceed the minimum requirements as indicated in the Sage ERP MAS 90 and 200 Supported Platform Matrix. Only additional requirements are listed in this matrix. Note: It is critical that before and during an installation, this document be thoroughly reviewed, along with the Sage ERP MAS 90 or 200 Installation and System Administrator's Guide and other documents found by clicking the Installation Information link of the main Sage ERP MAS 90 and 200 Support Web page. This Web page can be found on the Sage Online Web site at: www.sagesoftwareonline.com Throughout this document, other companies' Web sites are referenced; the content on those sites can change at any time. Sage has no control over, and cannot be responsible for the content of other companies' Web sites. Note: Please check for and apply any available Sage product updates from the Sage Online Web site at: www.sagesoftwareonline.com. For more information, consult your Sage

business partner. Integrated product version compatibility indicated in this document does not necessarily imply that the integrated product vendor supports noncurrent versions. Refer to

the integrated product vendors’ Web site for specific information on supported versions. Regarding support for integrated product 64-bit operating system and Microsoft operating system compatibility, consult the integrated product vendor’s Web site for the

most current information. Aatrix Product Version Sage ERP

MAS 90/200 PVX Version

Supported

Sage ERP MAS 200 SQL

Version Supported

Hardware and System Requirements Remarks

Aatrix 2011 Qtr3 X X Workstation O/S installation only

eFiling & Reporting is only available for Accounts Payable in the Sage ERP MAS 200 SQL version

Sage CRM Product Version Sage ERP


Supported


Version Supported


7.1 SP1 X X The current patch is available on the Sage Online Web site at: www.sagesoftwareonline.com







Sage Abra Suite Product Version Sage ERP


Supported


Version Supported


9.07 to 9.X

X Abra HR 9.1 to Sage ERP MAS 90 requires Link version 4.23 others require 4.22.

Contact Sage Employer Solutions group for integration options.

Sage HRMS Product Version Sage ERP


Supported


Version Supported


10.10 X Abra HR to Sage ERP MAS 90 Link version 10.10 is required.

Contact Sage Employer Solutions group for integration options.

Business Alerts Product Version Sage ERP


Supported


Version Supported


4.4.0–5.1 X Microsoft Outlook 2003/2007/2010 CDO (Collaborative Data Objects) must be installed prior to installing

Business Alerts if using MAPI or Exchange for Microsoft Outlook 2003/2007

SMTP E-mail Agent requires an available SMTP Server

Crystal Reports for Sage ERP MAS 90 and 200 Product Version Sage ERP


Supported


Version Supported


XI R2 X X




DynaLink (D/L) / SalesLogix (S/L) Product Version Sage ERP


Supported


Version Supported


DynaLink 7.0.1.0 TBD TBD For more information, see

http://infosource.sagesoftwareonline.com/sw_attach/sso/dynalink.htm

SalesLogix 7.5.2–7.5.3 TDB TBD For more information, see the Sage SalesLogix Implementation Guide.

FAS 100 Asset Accounting Product Version Sage ERP


Supported


Version Supported


2012 X Remote access; cannot be used across subnets without Terminal Server and/or Citrix

Due to frequent tax law changes, the most current version of FAS 100 Asset Accounting should be used.

FAS 50 Asset Accounting 2012 X Remote access; cannot be used across subnets without Terminal Server and/or

Citrix Due to frequent tax law changes, the most current version of FAS 50 Asset Accounting should be used.

Sage Fixed Assets 2011.1 X Remote access; cannot be used across subnets without Terminal Server and/or

Citrix Due to frequent tax law changes, the most current version and Product Update of Sage ERP MAS 90 and 200 should be used. An upgrade for this release is anticipated to be released in early February 2012, subject to timely legislative changes.






FAS 500 Asset Accounting Product Version Sage ERP


Supported


Version Supported


2012 X Remote access; cannot be used across subnets without Terminal Server and/or Citrix

Due to frequent tax law changes, the most current version and Product Update of Sage ERP MAS 90 and 200 should be used. Sage ERP MAS 200 SQL Visual Integrator is required. Only GL Depreciation Link is supported

FRx Desktop for Sage ERP MAS 90 and 200 Product Version

Sage ERP MAS 90/200 PVX Version

Supported


Version Supported


6.7.11027 X FRx is not supported on 64 bit O/S Only for Existing User of Sage ERP MAS 90/200 4.40 The FRx OEM relationship has been terminated. FRx version 6.7 sp 11 is the

final version that will be supported with Sage ERP MAS 90 and 200. Prior to performing an upgrade, compact the current spec set database and turn

off security. Export all report, column, and row formats before upgrading from versions prior

to 6.7 to 6.7.x. Note: Upgrades prior to version 6.7 must be installed to a new directory.

Microsoft Office Product Version

Sage ERP MAS 90/200 PVX

Version Supported


Version Supported


2010 X X Exporting to Word and Excel on a Windows 7 64-bit system is not supported.






Microsoft Fax Services Product Version Sage ERP


Supported


Version Supported


In supported operating systems

X X Modem connected to analog line Functioning modem driver

PCCharge Payment Server Product Version Sage ERP


Supported


Version Supported


5.8.3–5.9.3 X X Microsoft Jet Database Engine Service Pack 8 or higher loaded on the server

Internet connection for TCP/IP communication

Contact VeriFone Technical Support at 877-659-8981. For a list of the supported Credit Card Processors, refer to the PCCharge Certified Processor list located at: http://www.verifone.com/card-acceptance.aspx

If you are upgrading, you must settle all transactions prior to the upgrade.

Use the most recent version of PCCharge Payment Server certified by Sage for your version of Sage ERP MAS 90 or 200. The latest certified copy of PCCharge Payment Server is located at: http://support.sagesoftwareonline.com/mas/pccharge.cfm

Print the Credit Card Settlement Report from PCCharge. For more information, see Resolution ID 518784 in the Sage InfoSource Knowledgebase on the Sage Online Web site at: www.sagesoftwareonline.com

Credit Card Processing, powered by Sage Payment Solutions Product Version Sage ERP


Supported


Version Supported


All (Web service) X X To apply for a merchant account, contact a Sage Connected Services Specialist at 800-854-3415, ext. 340123. For more information, go to: www.sagemas.com/creditcardprocessing

http://www.verifone.com/card-acceptance.aspx

http://www.verifone.com/card-acceptance.aspx

http://support.sagesoftwareonline.com/mas/pccharge.cfm

http://support.sagesoftwareonline.com/mas/pccharge.cfm





Sage ERP MAS 90 and 200 Sales Tax. Powered by AvaTax Product Version Sage ERP


Supported


Version Supported


Estimated Availability

December 2011

Estimated Availability

December 2011

For connector information, go to: www.avalara.com

Sage MAS Intelligence Product Version Sage ERP


Supported


Version Supported


4.50.7107.015 X Report Manager module requires Excel 2003 or higher

Report Designer module requires Excel 2007 or higher

Not compatible with 64 bit Excel 2010

Sage Payroll Services - CompuPay Product Version Sage ERP


Supported


Version Supported


All (Web service) X X

Sage TimeSheet MAS 90 Edition Product Version Sage ERP


Supported


Version Supported


2011 X

http://www.avalara.com/

MAS Upgrade 4.50 Information Package

Documents

Transcript of MAS Upgrade 4.50 Information Package