Sage MAS ERP
What’s New in Sage
MAS 500 v7.3
Save time. Do more. Grow faster.
Kevin Karle
Senior Solution Consultant
February 18, 2011
Sage MAS ERP
Credit Card
Processing
New Module
CCP Overview
Value Proposition – Credit Card
• Shorten the cash conversion process and improve
cash flow
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Simplify the order to cash process
Accept down payments
Capture funds during shipping
Stop shipments for failed credit cards
Reauthorize partial shipments
Quickly and easily process payment receipts
Decrease days sales outstanding
Reduce write offs
Open your business to new customers
Value Proposition (continued)
• Free to customers using Sage
Payment Solutions or PSG Credit
Card Processing
• Reduce transaction fees
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Authorize transactions
Perform address verification
Capture Level I and Level II transactions
Require card security codes
• Reduce data entry and keying errors
– Securely store credit card information for
reuse
– Use check digit validation
Value Proposition (continued)
• Save time
– Access pre-defined card information
– See all transactions processed for a customer
– Reduce collection efforts
• Ensure security
– Comply with PCI standards
– Protect customer information with the Sage Vault
– Safely process transactions behind the gateway firewall
• Improve customer service
– Offer more convenient payment options
– Eliminate paper checks
– Streamline customer’s purchasing process
Sage MAS ERP
Desktop
Enhancements
Enhancement Overview
• Updated Sage MAS 500 Desktop
– Familiar Outlook look and feel
Enhancement Overview
• Updated Sage MAS 500 Desktop
Value Proposition - Desktop
• Improve ease of use
– Simplify navigation
– Gain faster access to frequently used tasks
– Personalize the Tasks Explorer Bar to deliver
role-centric adaptability
• Save time
– Automatically update Recently Accessed Tasks
based on individual activity
– Customize content for each task group
according to business needs (i.e., web page,
links to documents, statement of policies, or
workflow diagrams)
• Streamline current workflows
– Effectively organize information for each user’s
needs
Sage MAS ERP
Accounts Payable
Enhancements
Enhancement Overview
• Electronic payments with Automated Clearing
House (ACH)
NACHA (US) and
AFT (Canada)
formats
Enhancement Overview
• Positive Pay
Enhancement Overview
• PDF Document Transmittal
– Generate and send important
vendor documents in PDF format
– Increase security with documents
that cannot be edited
• Vendor Merge
– Eliminate duplicate vendor records
by merging a source vendor into a
target vendor
– Merge all aging and history records
Value Proposition – AP
• Save money
– Reduce costs associated with paper checks and
postage
– Eliminate lost or stolen checks
– Reduce late fees associated with lost checks
– Reduce bank fees and administrative costs
– Eliminate check fraud
• Improve vendor relations
– Improve cash flow for your vendors
• Eliminate manual processes
– Generate and email secure PDF documents
– Automate the merge of duplicate vendor records
– Improve reporting accuracy
Sage MAS ERP
Inventory
Management
Enhancements
Enhancement Overview
• Improved physical count process
Enhancement Overview
• New Inventory Management BIE views
– Pending and posted inventory transactions
– Pending lots and serial number previews
Value Proposition – Inventory
• Improve productivity
– Provide a simplified method for performing
counts
– Automatically set uncounted items to zero
• Reduce inventory costs
– Perform counts more frequently
– Reduce shrinkage
– Improve auditing capabilities
• Accurately track inventory investment
• Improve decision making
– Always have the information you need at your
fingertips
Sage MAS ERP
Sales Order
Enhancements
Enhancement Overview
Enhancement Overview
Value Proposition – Sales Order
• Improve customer service
– Quickly print invoice before committing shipment
– Provide flexible credit card payment options
• Improve productivity
– Leverage a more flexible and streamlined
process for sales orders
– Experience improved system performance
– Process commitments after hours without
impacting sales order processing
– Cascade order header changes to order lines
• Improve cash flow
– Accept credit card during order entry
Sage MAS ERP
Accounts
Receivable
Enhancements
Enhancement Overview
• Invoice merge
– Merge multiple shipments into a single invoice
• Customer merge
– Eliminate duplicate customers by merging a source
customer into a target customer
– Merge all aging and history records
• Credit card refunds
– Issue refunds in Process Cash Receipts and
Process Invoices
• PDF document transmittal
– Generate and send important customer documents in PDF
format
– Increase security with documents that cannot be edited
Value Proposition – AR
• Improve data accuracy
– Merge duplicate records
– Provide more accurate customer reporting (including aging
and history
• Improve customer service
– Deliver faster access to all customer and invoice data
– Support credit card refunds
• Save time
– Generate customer documents as PDF automatically
Sage MAS ERP
Business Insights
Explorer
Enhancements
Enhancement Overview
• Context Menu Utility
– Customize Business Insights Explorer
• Customize existing views and add new views
• Add or hide preview, drill into, analyze and manage options
• Export customizations from a test environment and import
customizations to a production system
Enhancement Overview
• Conveniently navigate your system with
drill down and drill around analysis
• Optimize daily decision making by
providing extensive personalization
options
• View up-to-the-minute information
• Easily access key tasks when you
need to take action
• Integrate critical MAS 500 information
with desktop productivity tools such as
Excel and Word
• Leverage new Inventory Management
BIE views
Value Proposition – BIE
• Focus on the most critical information for your
business
– Personalize views of key business information
– Drill down and around to related data
– Take action with direct access to
MAS 500 tasks
• Make effective and timely
business decisions
– Apply query, reporting and
statistical analysis
– Assess the state of your business
Sage MAS ERP
Performance and
Scalability
Enhancements
Enhancement Overview
v7.3 Performance Improvements Compared to v7.2
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Create and Process Sales Order – 90% more transactions
per second
Create Invoice – 100% more transactions per second
Create Purchase Order – 50% more transactions per second
Create Vouchers – 200% more transactions per second
Create Journal Entry – 60% more transactions per second
Cash Receipts Entry load and process – up to 99% faster
on large loads
Enter Sales Order and Print Invoice – approximately 75% faster
Sales Order Shipment Commit – approximately 70% faster
Manufacturing Work Order Posting – up to 95% faster on large
postings
Manufacturing Labor Transaction Posting – up to 89% faster
on large postings
Crystal Reports® – significantly improved
Value Proposition – Performance
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Improve employee efficiency and productivity
Improve employee satisfaction
Improve customer service
Do more with fewer resources
Demonstration
Sage MAS ERP
Sage MAS Intelligence
• Provides a simple and easy to use reporting solution
leveraging Excel
• Delivers customizable and flexible reporting and
analysis
• Replaces FRx as the financial report writer for all new
financial reports
• Allows reports to be output to a specific file location,
published to HTML, or emailed to recipients
• Eliminates “loose” Excel spreadsheet use by providing
a user friendly and centralized interface
• Ensures a “single version of the truth” via a suite of
preformatted report templates
What is Sage MAS Intelligence?
User Desktop
Report
Manager
Excel Workbook
Data
Data
Data
Data
Data
Data
Data
Data
Data
Security
Data
Data
Data
Web Server
Connector
Warehouse
Sales Office
Remote Office
SMI Modules
• Report Manager
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Create new reports from existing data
Sort, filter, and aggregate data
Email, schedule, and publish reports
Receive 4 Report Managers licenses in addition to each
purchased FRx Report Manager if on current a support
plan
Report Viewer
– Run reports real-time with drill down capabilities
– Change report parameters
– Receive licenses for each purchased FRx Drill Down Viewer
SMI Modules
• Report Designer
– Generate financial statements
– Edit existing financial layouts and create new layouts
using drag and drop functionality
• Connector
– Connect to an unlimited number of ODBC-compliant data
sources
– Provide real-time financial and non-financial
consolidations
• Security Manager
– Control access to SMI modules
– Control ability to add, edit and delete reports
Standard Reports
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Financial Reports (GAAP IS and BS)
Consolidated Financial Reports
Financial Trend Analysis
General Ledger Transaction Details
Customer Sales
Vendor Purchases
Inventory Status
Dashboard Analysis
Report Designer
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Makes financial report design simple, flexible and fast
Includes predefined financial report templates
Uses drag and drop functionality for report creation
Delivers pre-defined financial formulas with support for
new formula creation
Supports segmented chart of accounts, column-based
reporting and consolidations
Includes drill down to detailed ledger transactions
Provides “what if” analysis
Requires Excel 2007
Connector
• Establish and maintain data links for customized
reports
• Connect to any ODBC-compliant data sources
• Create an unlimited number of containers
• Add fields or other data to the container
• Provide access to data using the Report Manager
Report Manager
• Create, edit and manage reports
• Leverage data from one or more tables and/or data
sources
• Select columns
• Establish filters
• Define runtime parameters and default values
• Use system variables to dynamically determine a
value at runtime
• Link changes back to the report template
Dashboards
• Consolidates information from multiple sources
• Delivers information in a visual interface to display
performance metrics
• Allows user to interact with the data (drill down)
• Focuses on key trends, comparisons and exceptions
• Delivers the most common application of business
intelligence
Business Benefits
• Quickly generate financial statements and other
reports from predefined templates
– Deliver a rapid ROI via a suite of delivered standard
reports
• Edit and create new financial layouts using drag
and drop
– Leverage ease of use
• Simplify, automate and control the entire reporting
process
– Improve productivity
• Leverage data across your entire organization
– Provide complete flexibility
– Improve decision making
Business Benefits
• Add newly created accounts with one-click refresh
– Improve productivity
• Improve planning and forecasting decisions with
“what if” analysis
– Become proactive versus reactive
• Leverage native Excel for report presentation
– Leverage existing knowledge in your organization
– Eliminate manual repetitive work in Excel
– Enhance report presentation
Resources
http://www.sagemas.com/lp/sagemas/SMI/index.html
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Product Brochure
FAQ
Drivers of Success White Paper
Intelligence Component Comparison (FRx)
Available Training Courses from Sage University
Installation Guide and Installation Video
Sage MAS ERP
What’s Coming in SAGE
MAS 500 v7.4?
A CLOSER LOOK
Advanced Mfg – Step Complete
Market Problem
Customers want the flexibility to use Work Order
to record labor and processing costs with noninventory items.
Solution Name
Complete Work Order Step without Issuing
Material
Solution Description
A material issue is no longer a requirement to
complete a work order step.
Users can
complete the step at any point in the process
allowing the requested flexibility. Additionally,
completing a step clears unissued quantities
from the Quantity Req’d for WO in
Replenishment.
Benefit
solve)
(Why/ROI
to
Productivity; Ease of Use
Business Impact (how will Simplified process will increase productivity by
eliminating steps and increase user satisfaction
the business improve)
by making a common task easier to accomplish
User
Persona
persona cares)
(what COO, Production Manager, Shop Floor Manager
Advanced Mfg – Return Progress /
Production Entry
Market Problem
Production and Progress entries are sometimes
processed in error or orders get cancelled prior to
completion.
Reversing those entries has been
problematic in prior versions.
Solution Name
Solution Description
Reverse Progress and Production Entries
Benefit
solve)
(Why/ROI
Entries processed in error can now be reversed,
reopening the associated steps for reversal and / or
allowing reentry of the corrected quantity produced.
to
Productivity; Ease of Use
Business Impact (how will New tasks in version 7.4 accommodate the need to
reverse entries when warranted, reversing the
the business improve)
production posting and reopening associated steps
for reversal if needed.
User Persona (what persona COO, Production Manager, Shop Floor Manager
cares)
Advanced Mfg – Preferred Bins
Market Problem
Preferred bin capabilities applied to both
distribution and manufacturing picking. Users want
the ability to assign separate preferred bins
depending on the purpose of the pick.
Solution Name
Solution Description
Assign Manufacturing Preferred Bins
Benefit
solve)
(Why/ROI
Enhancements to Maintain Inventory provide
added controls to streamline the manufacturing
process and automate material issues by
identifying a Manufacturing Preferred Bin for a
Warehouse and Item on the Inventory Control tab.
Users can optionally set the Distribution Preferred
Bin(s) to be used for manufacturing as well or,
choose to set distinct manufacturing preferences.
to
Productivity; Ease of Use
Business Impact (how will New settings in version 7.4 accommodate the need
to have separate distribution and manufacturing bin
the business improve)
User
Persona
persona cares)
preferences.
(what COO, Production Manager, Shop Floor Manager
Advanced Mfg – Backflush from Bin
Tracked Warehouse
Market Problem
Users want the ability to distribute materials using
the backflush method from bin tracked warehouses.
Solution Name
Solution Description
Backflush from Bin Tracked Warehouses
Benefit
solve)
(Why/ROI
When at least one Preferred Bin is identified for an
item, the bin preference is then used in backflush
transactions generated in Labor Entry.
to
Productivity; Ease of Use
Business Impact (how will New settings in version 7.4 allow backflush
transactions from bin tracked warehouses when at
the business improve)
least one preferred bin is identified for an item.
User Persona (what persona COO, Production Manager, Shop Floor Manager
cares)
Advanced Mfg – Improved Posting
Market Problem
Manufacturing posting dates in the Inventory sub-ledger
do not tie to the General Ledger Posting date. Posting
manufacturing transactions is complicated and time
consuming.
Solution Name
Solution Description
Improved Manufacturing Posting
Benefit (Why/ROI to solve)
Productivity; Ease of Use
Business Impact (how will the
business improve)
User Persona (what persona
cares)
Simplified posting process. Dates will always match to
facilitate reconciliation.
New “Post MF Transactions” task automatically creates
batches grouped by transaction date and consolidates
the batches into a single point of control with selection
filters allowing users to select and review transactions.
Transaction
posting
dates
are
automatically
synchronized to GL posting dates.
CFO, Financial Manager, COO, Production Manager,
Shop Floor Manager
MANUFACTURING DEMOS
Business Insights Improvements
Business Insights Explorer can be slow on the
initial load of data and when exporting to Microsoft
Excel, all columns and rows export – thus
duplicating the work
Business Insight Explorer Improvements
Market Problem
Solution Name
Solution Description
Benefit
solve)
(Why/ROI
An option was added to limit the number of lines
displayed on initial load and an additional option
was added to the export dialogue allowing export
of only the data in the grid
to
Productivity; Ease of Use
Business Impact (how will Simplified process will increase productivity by
eliminating steps and increase user satisfaction by
the business improve)
making a common task easier to accomplish
User
Persona
persona cares)
(what Controller,
Finance Manager, COO, CEO,
Accounting
staff,
Customer
Service
Representative, Sales Manager
Business Insights Performance
+Updated controls
+Improvements to the
select engine
+Optimization of
metadata
=Reduced time to return
selection and filtered
results
•Option to limit output to
the “top n” results
provides a way to limit
results returned and
provide a quick view of
top performers.
BI Export Options
Export
all or
only
select
ed
data
Core Financials
Market Problem
Too many steps - Today users have to leave the
Cash Receipts task and the Accounts Receivable
module, and access Accounts Payable to create a
voucher and issue a refund check.
Solution Name
Solution Description
Customer Refunds from Cash Receipts
Benefit
solve)
(Why/ROI
Enhanced refund process and simplified steps to
issue Customer Refund checks
to
Productivity; Ease of Use
Business Impact (how will Simplified process will increase productivity by
eliminating steps and increase user satisfaction by
the business improve)
making a common task easier to accomplish
User
Persona
persona cares)
(what Controller, Financial Manager, Accounts Receivable
and Accounts Payable Clerk
Core Financials
Market Problem
Feature Gap - Today users are unable to create or track
negative invoices in Accounts Receivable.
Solution Name
Solution Description
Negative Invoicing
Benefit
solve)
(Why/ROI
to
Business Impact (how will
the business improve)
User Persona (what persona
cares)
Users now have the ability to overpay an invoice,
resulting in a negative balance, by applying any of four
(4) transaction types to an existing invoice in AR Enter
Cash Receipts or AR Apply Payments and Memos.
Those transaction types are - Cash; Customer Payment;
Credit Memo; Another Overpaid invoice’s negative
balance
Further, they will be visible to the user in Print / Re-Print
Invoices; Customer Status on the Ledger Tab; Customer
Statements; AR Aged Receivables and AR Trial Balance;
AR Insights Views, Explore Invoices/Applications and
Customer Payments/Applications
Productivity; Ease of Use
New process will increase productivity by eliminating steps
and increase user satisfaction by improved tracking of a
common occurrence without additional steps.
Improved
visibility of overpayments.
Controller, Financial Manager, Accounts Receivable Clerk
ACCOUNTS RECEIVABLE
DEMOS
Distribution – Landed Costs
Market Problem
Landed costs were limited to the costs set by vendor
or item. Users want the ability to apply actual landed
costs at either the receipt or line item level to
improve accuracy, and to override costs as needed.
Solution Name
Solution Description
Landed Cost Improvements
Benefit
solve)
(Why/ROI
Users are now able to define, override or apply
landed costs on an individual receipt basis. Landed
costs at the receipt level can also be allocated to the
individual lines by one of several allocation methods.
Alternatively, costs can be applied to individual
receipt lines rather than at the receipt level, using a
per-unit percent of cost or flat amount per unit.
Individual line costs can be overridden as needed.
to
Productivity; Ease of Use; Improved Accuracy
Business Impact (how will The new options allow increased flexibility and
improved accuracy in applying landed costs.
the business improve)
User Persona (what persona CFO, Financial Manager, COO, Receiving Manager
cares)
LANDED COST DEMO
Distribution – Unit of Measure
Market Problem
Unit of Measure conversions and rounding could be
unpredictable resulting in ‘orphaned’ quantities.
Reporting was limited to only the Stock UOM
Solution Name
Solution Description
Unit of Measure Improvements
Benefit
solve)
(Why/ROI
Additional options are added to improve control and
predictability in rounding. Reporting allowed in
alternative units of measure. Conversion factors
are now stored with the transactions.
to
Productivity; Ease of Use; Improved Accuracy
Business Impact (how will The new options allow increased flexibility and
improved accuracy in unit of measure conversions
the business improve)
and reporting.
User
Persona
persona cares)
(what CFO, Financial Manager
7.4 - Unit of Measure (UOM)
• Expanded decimal precision in data
tables
– Stored in expanded precision
– Displayed in user defined precision
• Flexible rounding methods for base
(smallest) UOM
• UOM stored with transaction records
• “Auto Adjustments” to prevent “invisible”
quantities
• Physical Count records qty in both
precisions – Displayed in rounded qty
• Bin transfers in any UOM
• New Item UOM BIE view
• Inventory Reporting in alternative UOM
CI Set Up Units Of Measure
7.30
7.40
Changes to Maintain Items
Distribution – Primary Vendor
Preferred Vendor determined by the selection of a
Primary Vendor in Warehouse Replenishment,
with no opportunity to override the selection when
processing Inventory Replenishment or Material
Requirements Planning.
Override Primary Vendor
Market Problem
Solution Name
Solution Description
Benefit
solve)
(Why/ROI
to
The addition of a checkbox in Maintain Inventory
on the Replenishment tab in version 7.4 enables
the option to continue the use of the default
Primary Vendor from Warehouse Replenishment,
or, when cleared, to assign an item specific
Primary Vendor. Added ability to override Primary
Vendor during Replenishment or MRP.
Productivity; Ease of Use
Business Impact (how will Simplified process will increase productivity by
eliminating steps and increase user satisfaction
the business improve)
User
Persona
persona cares)
by making a common task easier to accomplish
(what COO, Purchasing Manager, Warehouse Manager
PRIMARY VENDOR DEMO
Technology Updates
Crystal XI R2 (v11.5)
Microsoft Office 2010
Updated third-party controls
Visual Studio 2010 and .Net Framework 4.x
Operating System and SQL Server Service Packs
– SQL Server 2008 R2
– Availability of Run-Time SQL Server
Sage MAS ERP
Q&A
kevin.karle@sage.com