Sage 300 ERP 2012 includes enhancements to user experience, functionality, platforms, and integrations. Key updates include visual process flows, table line shading, an improved finder, expanded inquiry functionality, the ability to reverse GL batches, and new integrations with Sage CRM, Intelligence Reporting, Payroll, Budgeting & Planning, Payments, and Alerts by Vineyardsoft. The new version also supports additional platforms like Windows 8 and Office 2013.
7. Sage Visual Process Flows
• Version 2012 will include out-of-the-box
Process Flows for:
• GL transactions
• Bank transaction and reconciliation
• AR transactions
• AP transactions
• OE transactions
• IC transactions and inventory management
9. Table Line Shading
- Table rows in grids are displayed in alternating shades to make reading information easier
10. Improved Finder
With Microsoft SQL Server the Finder now uses case-
sensitive collation
For example, if you searched for records that contain "client"
records that contain "Client" or "CLIENT" will now also be
returned
11. Documentation
Improved Help for OE and PO – readability, usability and
accuracy
Guides are back - PDFs for OE, PO, and Payments
Help videos available in Portal Learning
Center and http://www.youtube.com/user/sage300doc
New translated content - Help and Guides
13. Functionality
Expanded Inquiry functionality to support custom queries
and smart lists on your operational data, including:
Inventory
Items/History
Orders/Sales History
Purchase Order
Transactions/History
14. Order Entry Improvements
Know who created the order – “Entered By” field
Understand why an order is on hold – “On Hold Reason”
field
Track shipping information more easily
“Deliver By” date field added
“Ship Via”, description, and “Tracking No“ fields moved to
Order Tab
Create a PO directly from OE
Create a copy of the current Order
Print an OE Invoice directly from AR Inquiry
15. Reverse GL Batches
If you find any errors while reviewing the report content, you
can now quickly reverse an entire General Ledger Batch with
a new option in Batch Entry, rather than just one entry
16. Multi-Company License
Lower your total cost of ownership with Version 2012, when
multiple Companies are accessed within Sage 300 ERP on
the same computer by the same User
17. Sage Advisor Updates
Sage Advisor Update notifies you when updates are available
for the Sage products you use. You can use this console to
set notification options
review information about available updates
download updates
monitor the status of your Sage Business Care account
18. Schedule When
to Check for View available Easily Download
Updates updates Fixes and
Updates
19. New Supported Platforms
Microsoft
– Windows 8
– Office 2013
– Small Business Server 2011
Databases
– Microsoft SQL Server 2012
– Pervasive 11
Virtualization Platforms
– Microsoft Hyper-V
20. Report Enhancements
IC Inventory Worksheet – Exclude inactive inventory items
IC Inventory Reconciliation Report –Exclude inactive inventory
items
GL Chart of Accounts Reports - Exclude Inactive Accounts
GL Transactions Listing Report - Filter by Range of Fiscal
Years on (in Product Update)
21. Checkbox to include or
exclude Inactive Items in
Inventory Worksheet and
Inventory Reconciliation
Reports
25. Sage CRM v7.1 SP2 Functionality
Multi-browser support
Mail Merge
Document Filing
Sage CRM for Tablet
Sales Commission Splitting
26. Sage Intelligence Reporting
New Designer Add-In
Easier to use
Better performance – in-memory processing
New Report Templates
Report Distribution
Reporting Trees
Automatically installed with General Ledger
28. Payroll
Coming in a
Sage Source Product Update
Calculate Garnishments on wages
Child support payments with
support of electronic payments
Report updates
Employee Earning distribution –
spilt employee earnings between
several GL accounts
Workers compensation included as
a regular tax - now calculated
during payroll processing
29. Sage Source
Coming in a
Included with new Payroll Product Update
Employee self-service web portal to access
Pay Stubs
Company announcements
30. Sage Budgeting and Planning
Shorter planning cycles through collaborative budgeting
Security and access control
Web accessibility
Seamless integration with ERP data
Functionality
Automated Consolidation
Ability to handle “Rolling Forecasts” and copy forward
Highly Configurable
Great Price/Value ratio
32. Connected, data
Disconnected, Sage
is moved into the
these are Exchange
payments hub.
commodities. Portal
Connected
Sage Exchange
Payments Hub Payment
Payment Connected Connected
Devices Networks
Connected
Sage ERP
Desktop PCI Free Zone
33. Sage Exchange Portal
Real time updates of your consolidated payment activity
across entire organization
Platform for electronic payment processing
35. Mobile Cash Payments
Turn your mobile phone into a
payments device
End-to-End encryption and PCI
compliant with a credit card reader so
you can get the lowest "card present"
rates
No additional fees for mobile
transactions
Works on more than 400 mobile
devices
36. Mobile Cash Payments
Optional „Card
Swiper‟
Securely login Optional signature
capture for the lowest
Enter amount, tax Add additional invoice credit card rate
and tip if applicable information.
37. Sage Shipping by SmartLinc
Multi-Carrier solution
UPS, FedEx, USPS – US and
Canada
Produces carrier compliant shipping http://www.smartlinc.net
label
Updates all ship data and costs back
to ERP
Tracking number
Cost of Shipment
Automatic email notification to
customer
Maintains shipping history
38. Sage Alerts by Vineyardsoft
Business Activity Monitoring
Notifications to staff of critical
business issues
Identify trends of problems across
the entire system
http://www.sageknowledgesync.com
Combines and analyses information
from multiple systems
39. Learn more about Sage 300 ERP 2012
www.Sage300ERP.com/2012release
Sage 300 ERP product blog
http://sage300erpinsights.com
Sage 300 ERP documentation YouTube channel
http://www.youtube.com/user/sage300doc
http://www.sageknowledgesync.com
SageU YouTube Channel
http://www.youtube.com/playlist?list=PL71CC436DE250DB34&
feature=plcp
Notes de l'éditeur
Visual Process Flows provide users with a graphical, job-oriented user interface that gives a clear view of the task they need to accomplish and drive them through the different stepsProcesses aredisplayed in a graphical view, and a simple click on a process milestone will call the underlying software function
Visual Process Flows can be customized for specific user roles or customized processes
only one user license (Lanpak) is used, versus one license per company opened
only one user license (Lanpak) is used, versus one license per company opened