Sage 300 - The Road Ahead Session number: MM-7612 Date/time: Tuesday 12:30/Wednesday 11:00 Speaker: Jacqueline Li Twitter: @JacquelineLi
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Agenda Sage 300c Vision 2016 review What s new in Sage 300 2017 What s new in Sage CRM 7.3 SP2 A look ahead into next year Q&A #SageSummit @JacquelineLi 3
Sage Vision We energize the success of businesses and communities around the world through the imagination of our people and smart technology. #SageSummit @JacquelineLi 4
Modernization bridging the past to the future Sage 50 Leveraging modern technology to invest in current products to meet tomorrow s expectations of our customers and partners Sage 100 Sage 300 Construction HRMS #SageSummit @JacquelineLi 5
Sage 300c vision Technology Consumer expectations Business expectations Our customer needs and expectations are evolving but business cannot be disrupted
Delivering on modernization Modern-looking user interface Mobile access across multiple devices Full integration of payments and payroll services Functional enhancements delivered as Features as a Service Cloud services to connect with the ecosystem Improved integration, customization, and upgrades Modernization bridges the gap between on-premises and the cloud to create a hybrid cloud solution #SageSummit @JacquelineLi 7
What does it mean to you? More efficiently execute today s tasks Automate more manual activities Work more effectively with your ecosystem Solve more of your business problems Extend help to more users inside and outside of the building #SageSummit @JacquelineLi 8
Sage 300c Desktop Application (Microsoft Windows Screens Desktop ISVs) Cloud Applications (HTML 5 Web screens, Cloud ISVs) Business logic for application (General Ledger, Accounts Payable, Accounts Receivable, Order Entry, Purchase Order, Inventory, + Payroll & more) Microsoft SQL database #SageSummit @JacquelineLi 9
Modernization journey to date November 2015 Sage 300 2016 May 2016 New Direct Deposit service for US payroll February 2016 Sage 300 2016.1 August 2016 Sage 300 2017 #SageSummit @JacquelineLi 10
Sage 300 2016 (November 2015) #SageSummit @JacquelineLi 11
Sage 300 2016 (November 2015) #SageSummit @JacquelineLi 12
Sage 300 2016 (November 2015) #SageSummit @JacquelineLi 13
Sage 300 2016.1 (February 2016) #SageSummit @JacquelineLi 14
Sage 300 2016.1 (February 2016) #SageSummit @JacquelineLi 15
New Direct Deposit Service (US Payroll) (May 2016) Free for customers on US payroll subscription Pay employees by creating an ACH file and let Sage pass it to the bank #SageSummit @JacquelineLi 16
Sage 300 2017 Increase company-wide business visibility with notes Optimize and forecast your inventory Process incoming payments faster Customize and improve your user experience #SageSummit @JacquelineLi 17
Increase company-wide business visibility with notes
Increase business visibility with notes #SageSummit @JacquelineLi 19
Creating a note When creating a note, you can Apply simple formatting Specify Customer/Vendor/Inventory Item Specify active date (can be future) Decide whether or not the note is dismissible Full audit trail you can always see who last modified the note and when #SageSummit @JacquelineLi 20
#SageSummit @JacquelineLi 21
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Optimize and forecast inventory
Optimize and forecast inventory #SageSummit @JacquelineLi 24
Optimize and forecast inventory #SageSummit @JacquelineLi 25
Optimize and forecast inventory #SageSummit @JacquelineLi 26
Optimize and forecast inventory #SageSummit @JacquelineLi 27
Optimize and forecast inventory #SageSummit @JacquelineLi 28
Process incoming payments faster
Current workflow to pre-authorize a credit card 1 2 3 4 5 6 7 8 #SageSummit @JacquelineLi 30
Credit card quick pre-authorize #SageSummit @JacquelineLi 31
Credit card quick-charge Charge a customer with a click of the mouse! #SageSummit @JacquelineLi 32
Batch process credit card payments #SageSummit @JacquelineLi 33
Customize your user experience
Web screen customization Remove fields and labels in web screens you don t use Screen size re-adjusts when fields are removed Helps with simplifying web screens that are data-heavy New to web: edit labels of fields #SageSummit @JacquelineLi 35
Web screen customization - before #SageSummit @JacquelineLi 36
Web screen customization - after #SageSummit @JacquelineLi 37
Adding Crystal Report shortcuts #SageSummit @JacquelineLi 38
Web screen improvements Above screen fold 1280 x 800 pixels After Optimized entry fields layout Before Full-width screen support #SageSummit @JacquelineLi 39
Additional web screens in Sage 300 2017 #SageSummit @JacquelineLi 40
Additional Information on 2017
Supported versions of Sage 300 Sage 300 2017 Works with Payroll version 7.3 Sage 300 2016 Works with Payroll version 7.2 Sage 300 2014 Works with Payroll version 7.2 #SageSummit @JacquelineLi 42
What s new in Sage CRM 7.3 SP2 #SageSummit @JacquelineLi 43
New Lite Outlook integration File Outlook emails to Sage CRM Attach Sage CRM documents to Outlook emails Add contacts from Outlook to Sage CRM Integrate Sage CRM with Outlook in a 64- bit environment. An Exchange Integration in Sage CRM is not a requirement for Lite Outlook Integration #SageSummit @JacquelineLi 44
Outlook Exchange integration enhancement When a synched meeting occurs in the past, changes made to that meeting in Sage CRM will no longer need to result in an update being sent to Outlook users. A new Synch Option Send Updates for Past Appointments is available to the administrator to control behaviour when configuring the integration. #SageSummit @JacquelineLi 45
Sage CRM 7.3 platform support Microsoft Windows Server 2016 Microsoft Exchange Server 2016Microsoft Office 2016 Microsoft SQL Server 2016 Citrix XenApp 7.6 Latest version of Exchange 365 #SageSummit @JacquelineLi 46
A look ahead into next year #SageSummit @JacquelineLi 47
Coming to Sage 300 in the coming year Generate financial reports from the web screens E-Invoicing Accounts payable automation integration Pulling bank transactions to Sage 300 New Sage CRM integration using Sage 300 web screens Ability for 3 rd party developers to add controls to existing web screens Additional web screens #SageSummit @JacquelineLi 48
Generating financial reports from web screens Generate Financial Reports on the web via Sage Intelligence #SageSummit @JacquelineLi 49
E-Invoicing USER CUSTOMER SAGE 300 Printing Copying for archiving Archiving Folding, stuffing in envelope Stamping Postal Network USER CUSTOMER SAGE 300 Self Service #SageSummit @JacquelineLi 50
Accounts payable automation integration #SageSummit @JacquelineLi 51
Pulling bank transactions to Sage 300 In-Product Workflow Reconciliation UI and logic for existing Invoices Bank Feeds Triage discrepancies manually #SageSummit @JacquelineLi 52
Sage CRM Integration based on web screens #SageSummit @JacquelineLi 53
Additional web screens 2017.1 (December 2016) OE Shipment Entry OE Invoice Entry 2018.0 (September 2017) Web Inquiry Tool 2017.2 (April 2017) Full Financials #SageSummit @JacquelineLi 54
Thank you! #SageSummit @JacquelineLi 55