Sage MAS 90 and 200 Virtual User Group Meeting

Transcription

1 Sage MAS 90 and 200 Virtual User Group Meeting What s New in Version 4.4 November 18, 2010 Presenters: Bob Whalen Teresa Grady

2 Agenda Recap of What s New in v4.3 Extended Solutions What Now? What s New in v4.4 Sage MAS 90 and 200: Road Ahead Recap of MAS Intelligence Sage Summit Questions and Answers

3 Sage MAS 90 and 200 version 4.3 Focus on requested enhancements Enhanced Business Insights capability EXPLORER VIEWS!!! Paperless Office incorporated Additional AP and Payroll tax electronic reporting tools Payroll Direct Deposit MAS Fixed Assets Many minor enhancements

4 Sage MAS 90 and 200 Extended Solutions Extended Solutions Retired in V4.3 Many will be rolled into the standard product in future updates Extended Solutions not being rolled forward Sage Software selected a list of Master Developers to support the other extended solutions Your take away You can still upgrade if you have extended solutions

5 Sage MAS 90 and 200 version 4.4 Completion of Framework Parallel Migration Customer Number Expansion Item Number Expansion Usability Improvements Customizer Enhancements Web Services

6 Sage MAS 90 and 200 version 4.4 Inventory, Purchase Order, Bill of Materials Capabilities Realized by Business Framework Reports & Forms Dual Grid Entry Memo Manager Saved Report Settings Batch Manager Keep Window Open After Customizer Print or Preview Enhancements Setup Wizards Hyperlinks Crystal Reports and PTD/YTD based on Detail Forms Security Flexibility User/Date Timestamps Create/Modify/View/Con Right-Click Menu trol Security Events Object Interface

7 Sage MAS 90 and 200 version 4.4 Parallel Migration Key benefits Migrate Sage MAS 90 or 200, v3.71 and up, to v4.4 Removes Time Constraints Customer will be able to Continue their Business Operations During their Upgrade Re-Migrate Current Data to the New Installation Migrate to Same Server or a Different Server

8 Sage MAS 90 and 200 version 4.4 Parallel Migration Parallel Migration Wizard Data files Images (Ex: Item Maintenance Additional tab Image) Link Maintenance Utility Memo Attachments Office Templates Paperless Office PDF 8

9 Sage MAS 90 and 200 version 4.4 Customer Number Expansion From 7 to 20 Characters Division Remains 2 Characters Implemented From Accounts Receivable Setup Options Expansion By Company New License Installation Will Be 20 Characters 9

10 Sage MAS 90 and 200 version 4.4 Item Code Expansion From 15 to 30 Characters Includes IM Item, Miscellaneous Item and Bill Number Implemented From Common Information Setup Options Expansion By Company New License Installation Will Be 30 Characters 10

11 Sage MAS 90 and 200 version 4.4 Business Desktop Global Enhancements Persistent Zoom on Report Preview View Alias Item info Throughout System Data Entry Screens Inquiry Screens Quantity Decimal Precision 11

12 Sage MAS 90 and 200 version 4.4 Business Desktop Highlights Sage Community Forum. IdeaScope Realtime feedback. 12

13 Sage MAS 90 and 200 version 4.4 Common Information New Miscellaneous Item Detail Transaction Report Allow Entry of Expanded Item Code Years to Retain Item History Relocated to Common Information Number of Decimal Places from IM Options Purge Item History PO & BOM Miscellaneous Charge Maintenance Tasks Purchase and Quantity History GL Accounts 13

14 Sage MAS 90 and 200 version 4.4 Inventory Management Increased Usability Standard Cost Adjustment Register and Update Physical Count Entry Prints Current Quantity on Worksheet Pre-populates Expected Quantities in Entry Print Current or Historical Standard Cost Inventory Valuation Report by Period Inventory Trial Balance 14

15 Sage MAS 90 and 200 version 4.4 Inventory Management Increased Usability Reports Available in Landscape & Portrait Inventory Detail Transaction Report Inventory Valuation Report by Period Inventory Trial Balance 15

16 Sage MAS 90 and 200 version 4.4 Standard Cost Adjustment Register and Update Modeled after Automatic Cost/Price Change Includes Adjustments Updated to GL Removed Ability to Adjust from IM Maintenance Item with a Zero Quantity May Still be Adjusted from IM Maintenance Item with Quantity can Only be Adjusted Through this Utility System Activity Log will Indicate the Start, Finish and Number of Items Updated 16

17 Sage MAS 90 and 200 version 4.4 Standard Cost Adjustment Register and Update Cost Change Methods Percentage Amount Select & Manually Enter Value 17

18 Sage MAS 90 and 200 version 4.4 Standard Cost Adjustment Register and Update Adjustment Entry View, Change or Manually Select Items 18

19 Sage MAS 90 and 200 version 4.4 Drop Ship Purchase Order - Increased Usability Receipt History Included in PO Purchase History Lines Populate PO, Regardless of Primary Vendor or Item Vendor Maintenance Optionally include Drop Ship Lines from SO if PO Vendor Matches any Vendor Assigned to that Item Auto-Generate a Single Order for Multiple Items to Same Customer 19

20 Sage MAS 90 and 200 version 4.4 Purchase Order - Increased Usability Back Order Fill Report - PO Receipt of Goods Purchase Order Options Printing Sort By Sales Order, Customer Number, Bill To Name Only Print Items Received Only includes Items Received with a Backordered Quantity on a Sales Order Include All Sales Order Lines Includes all SO Demand for Items Received PO Variance Register and Update Calculations and Register Occur Before Receipts Update Receipt Labels Receipt of Goods Update Offered to Print Receipt Labels Before Update Prompt 20

21 Sage MAS 90 and 200 version 4.4 Bill of Materials - Increased Usability Bill of Materials Maintenance Bill of Material Inquiry & Where Used Inquiry More Relevant Information Displayed Easier to Read & Understand Drill Down & Around Picking Sheet Printing 21

22 Sage MAS 90 and 200 version 4.4 Demonstration 22

23 Customizer The Next Generation MAS 90 Events Run without User Interaction Automatically Total Detail Numeric UDFs to a Header UDF Cumulative Calculations on Multiple Records No ProvideX Programming Skills Required VB Scripting Customizations Survive Upgrades Create in your office, Export, then to Customer to Import 23

24 Sage MAS 90 and 200: The Road Ahead

25 Sage MAS Intelligence

26 Sage ERP MAS Intelligence: What is it? Sage ERP MAS Intelligence or Intelligence is a easy-to use reporting tool based on the familiar Microsoft Excel application. With Intelligence you will be able to create reports and analyze data. Intelligence is a module of MAS. Is Intelligence an alternative solution for FRx and F9 customers? Yes. Is Intelligence one product, or are different types of licenses and modules available? Intelligence is available for different user levels and multiple databases. Report Viewer License Report Manager License Report Designer License

27 How Do I Download Intelligence? You will need: Your Activation Code Your Account # minutes for the download. Go To: or Please contact Schneider Downs for any assistance with the Download, Module Set-up, Training or Report Conversion Assistance. 27

28 What is the cost? All on-plan Sage ERP MAS 90 and 200 (v4.4) customers will receive one free Intelligence Report Manager license. If customers purchased additional FRx and/or F9 licenses and/or modules, they will receive an equivalent product mix.

29 If customers want to purchase additional license and/or modules, what will the cost be? Report Manager Licenses $1,000 U.S. Author new reports (organize, create, edit), Filter and aggregate data, Set permissions/security for reports, Per user/workstation Report Viewer Licenses $250 U.S. Basic editing capabilities (filter/change parameters), Drill-down functionality on existing reports and templates, For staff members who do not need to create new reports, Per user/workstation Connector Module $2,000 U.S. Simplifies day-to-day operational tasks of financial managers, Access information from multiple sources, Consolidation of data from multiple companies, Allows for connectivity to unlimited ODBC data sources Report Designer Module $1,000 U.S. Support business strategy and decision making, Advanced analysis of trends and what-if scenarios, Utilize built-in Microsoft Excel PivotTables to provide an easy-to-use, drag-and-drop design system For a limited time any current on-plan FRx and F9 customers who did not receive a Intelligence Report Designer and/or Intelligence Connector Module can opt in to receive the Intelligence Report Designer for free and the Intelligence Connector Module for 50% off the regular listed price. However, software maintenance rates still apply.

30 How do I get more information? Sage ERP MAS Intelligence Web-Site Schneider Downs Website

31 Sage MAS 90 and 200: The Road Ahead Value for Maintenance Product Updates deliver both fixes and product enhancements every 3-6 months as an ongoing valuable benefit of maintenance & support plans 31

32 Sage MAS 90 and 200: The Road Ahead Product Update 1 Highlights: Eight Extended Solutions incorporated and new enhancements across Accounts Receivable Accounts Payable Sales Order Payroll Job Cost Inventory Product Update 2 Highlights: Four Extended Solutions incorporated and new enhancements Bank Reconciliation Import cleared check file from your bank Positive Pay export to your bank Accounts Payable ACH payment file creation Product Update 3 Highlights: Bank Reconciliation Post to General Ledger Compatible with Microsoft Office

33 Sage ERP MAS 200 version 4.45 (SQL) 33

34 Sage ERP MAS 200 version 4.45 (SQL) 34

35 Sage ERP MAS 200 version 4.45 (SQL) 35

36 Sage ERP MAS 90 and 200 V4.5 36

37 Sage ERP MAS 90 and 200 V4.5 37

38 Sage ERP MAS 90 and 200 V4.5 38

39 Sage Summit Introducing a whole new conference experience in Sage partners will join Sage customers at the next Sage Summit! The event will feature partner-focused tracks July and customerfocused tracks July Learn more about Sage Summit 2011 go to 39

40 Questions? Thank you for attending today s webinar. Presenter Sales Bob Whalen bwhalen@schneiderdowns.com Teresa Grady tgrady@schneiderdowns.com