What s New in Sage 100 v.2013 PC Retreat 2012

Transcription

1 100 ERP: The Road Ahead Joseph E. Gubser 100 ERP Roadmap Payments Mobile Payments Connected Service Exchange Portal Cloud CRM Gateway CRM.com Integration Shipping and Freight Cloud ERP Gateway SData Web Services Business Intelligence Usability Industry Solutions Visual Process Flows Distribution FRx to Intelligence Report converter Employee Management CRM Sales Integration CRM Multi-Company Advisor Automatic Notification Updates HRMS Payroll for CRM Web Order Intelligent In-Product User Premium Edition (SQL) Entry Training Tips and Advice Architecture MS SQL Server 2012 Windows 8 Crystal Reports 2011 Productivity Accounts Payable Invoice Number Expansion Inactivate Customers and Vendors View Cleared Checks in Vendor Maintenance Improved Inventory Maintenance workflow 2 Meeting the Needs of our Customers with A Fully Integrated Solution CRM CRM Cloud Shipping and Freight Customer Sales Tax Relationship efiling Management Connected Sales Services Management Billable Services (mobile) Sales Management (mobile) Product Architecture Delivers Innovation and Scale Across Our Product Portfolio Features as Services CRM Cloud Payments Payroll/HR Shipping and Freight Sales Tax Intelligence System Management Business Intelligence 100 ERP Financials Purchasing Management Payment Solutions Intelligence Data Cloud and Entitlement Management efiling Other Ideas Sales Management (Mobile) Billable Services (Mobile) 3 Features as Service Alerts and Workflow Document Management Fixed Assets Budgeting Tools Distribution Payroll Inventory Management HRMS 4 Delinquent Account Management and Billing Browser & Mobile Access Browser & Mobile Access ERPs Features as Services (on premise) Customer Access Points Early Adopter Early Adopter November through early December Highest priority Support backed by R&D team New sales targeted for early November New sales will be download only Limited DVD s available for a charge Auto delivery in early December Download only What s New for 100 ERP 2013? Inactivate Vendors and Customers Expanded A/P Invoice Number Ability to View Cleared Checks in Vendor Maintenance Post ACH Electronic Payments to Bank Rec in Detail Paperless Office SMTP Encryption Item Maintenance Main Tab Changes CRM Multi-Company Support 1

2 Inactivate Customers and Vendors New status includes Active, Inactive, and Temporary Add a Reason Code when inactivating New Reason Code Maintenance to setup codes Schema checking when setting to Inactive Disallows if Customer/Vendor in certain tables Cannot use Inactive in data entry Expanded A/P Invoice Number Can now enter up to 20 characters for invoice number Schema, Screens, Reports, Forms, Journals, Lookups all modified for new expanded invoice number Impacted A/P, P/O, G/L, J/C, BIE, BIR, ACH Reports display full invoice number Optionally exclude from lookups Security Event to allow cash receipts and payments Ability to View Cleared Checks in Vendor Maintenance New A/P Setup Option Changes to B/R entries Accept logic Changes to Vendor Maintenance Post ACH Electronic Payments to Bank Rec in Detail New A/P Setup Option Previously posted lump sum Can now post dollar value checks Paperless Office SMTP Encryption No need to maintain dedicated server!!! Google mail, Yahoo, Hotmail, etc. Chillkat now installed Company Maintenance tab Select SSL or TSL/STARTTLS Item Maintenance Main Tab A picture is worth a thousand words! 2

3 Business Alerts Important News! As of October 1, 2012 will not longer distribute Global Software s products (Business Alerts) and Global Software are working on a transition of customers, support and renewals Details will be communicated to partners and customers as soon as the details are finalized Features as a Service SERVICES Exchange 100 ERP Sales Tax Fixed Assets Credit Card Processing and Exchange CRM Exchange Environment Connected, Disconnected, data is moved these into are the payments commodities. hub. Payment Devices Connected Disconnected, When connected, requires customers data entry save to record over 4 minutes payment per transactions transaction! Exchange Administration Portal Connected Exchange Payments Hub ERP Desktop 17 Connected Administrative toolset & dashboard to manage your connected payments environment. Connected There are over 1 trillion cards in circulation! PCI Free Zone Payment Networks Make Connections with Web (mouse) and Tablet mobile and other devices (touch) Buy payments-related Metro UI (Windows 8 connected services active tile) dashboard (Marketplace) User configured Quick access to Reports dashboard Administer user roles & View your payments responsibilities environment Access to Exchange Support & knowledgebase Exchange Portal 3

4 What else is new in 100 ERP 2013 Credit Card Processing? Exchange Vault Secure, compliant storage of sensitive credit card info Card numbers not stored within 100 ERP Bank routing numbers and account numbers also stored for ACH ( 100 ERP Product Update will integrate with this) New Integration Points Take credit cards for Accounts Receivable Invoices Services companies without inventory can take payments within normal invoicing workflow When batch of invoices is updated, payments are captured Take credit cards for Recurring Invoices Generate recurring invoices as you normally do and have credit card associated with them When invoice batch is updated, payments are captured More Credit Card Enhancements More intuitive workflow to speed entry when processing credit cards in A/R Cash Receipts. Print the amount of the credit card payment on the appropriate Sales Order Invoice to deliver confirmation to your customers. Because every business and it s transactions are unique, you can decide how much to pre-authorize on each transaction rather than always using the sales order amount. Credit Card Swipe When Cards Are Present Elimination of PC Charge As of December 31, 2012, PC Charge will no longer be supported for any version of 100 ERP PC Charge WILL NOT WORK with 100 ERP 2013 and subsequent versions of the software Prior to converting customers that own credit card processing, be certain the customer has an active Payment Solutions merchant account 4

5 What s New in Fixed Assets Combined Product Families Government, Nonprofit, Canada and US in one product Editable Notes Attach PDF s to Assets Advisor Update For a quick overview and a virtual tour visit: sagefixedassets2013.com Fixed Assets 2013 Availability Scheduled for release by Fixed Assets - Sept. 28, 2012 For ERP customers, notification will be sent to channel partners and customers with the 100 ERP 2013 autodelivery process 100 ERP efiling and Reporting Enhancements 100 ERP Tax Forms will be deprecated in tax year 2014 Compliance will be maintained through 2013 Tax Year filings TTU updates will still be available 100 ERP efiling and Reporting will attempt to Auto-Install when accessing the efiling Applications for the first time Basic 100 ERP efiling and Reporting features are free for all 100 ERP customers current on Maintenance Print P/R and A/P Tax Forms (including W-2) Electronically file Tax Forms with the Government, small fee associated CRM Multi-Company Support Map multiple ERP companies to single CRM system Requires one-to-one relationship between ERP and CRM systems Cannot link one CRM company to two or more ERP customers in different companies Need to create a CRM company for each ERP customer CRM Server Options allows creation of Instances of CRM Allows for multiple installations of CRM Supports pre-existing multi-company workaround for existing users Must map each 100 ERP Company to a specific Instance CRM Web Client Quick Orders Create Orders in a new web interface Allows users to create an order/quote outside the firewall No launching of the Sales Order Screen Users will have the choice of New or Old Screens No 100 ERP workstation setup required to use web client CRM Integration (Other Enhancements) Tasks launched from CRM do not use a 100 ERP license Allows for distinct separation between front and back office Installations Updated to Maintain the Integrity of Customer and Partner Customizations Minimizes the number of changes that need to be re-done after each upgrade Still may require some re-work if customizations are made to the same forms that modifies Sales Order Memos will now auto display Full Support of Chrome, Firefox, Safari and Internet Explorer 5

6 Shipping Advisor IMPROVED INTEGRATIONS AND TOOLS Intelligence Reporting HRMS and Payroll 100 ERP Cloud Shipping by SmartLinc 100 ERP Cloud Shipping by SmartLinc Small Parcel up to 2000/month Subscription based pricing Multi-Carrier solution UPS, FedEx, USPS 100 ERP integration automatically populates the Ship To, Ship From and Ship Via to Produces carrier compliant shipping label Updates all ship data and costs back to ERP Tracking number Cost of Shipment Automatic notification to customer Maintains shipping history Advisor Advisor Update Advisor Update Automated way for products to deliver updates Developed by our Nonprofit Solutions Group to be integrated with other products Advisor Messenger Advisor PEP 6

7 Advisor Where Are We Now? In less than 1 year: has received 2.6 million PEP uploads for ERP There is an estimated 38,000 workstations using Advisor enabled releases of ERP How are we using the data captured? Operating System support Product Decisions Where is the heaviest usage Where is the lowest volume System capacity Potential migration concerns Innovation team data Messenger (future) - What does a typical message look like? Messages will have a relevant topic with a brief description explaining how we can help solve their problem. We often include a link to collateral with more detailed information or instruction. A user can optionally choose to Save for later or Don t show again depending on their preference. Performance Performance Financials Distribution Distribution Report Designer Add-In Multiple Years Multiple Budgets Intelligence Reporting Platforms Platforms User User Experience Cloud Connectivity Future themes Public Beta Available Now! Add & Delete Your Own Groupings Smoother Dragging Larger Text Maximize Window Insert At Selection 7

8 Better User Experience Easy to Use Ribbon Menus New Templates! Boardroom Ready Exciting Modern Look & Feel Easier Navigation Improved Productivity Decreased Learning Curve More Data! Faster! Performance Pre-defined Financial Reports Report Designer Add-In (Beta) Financial Report Designer 2 GB Database 2 Fiscal Years 2700 Accounts Budget Balances 6.5 Minutes to Run 2 Fiscal Years Accounts Budget Balances 25 Minutes 2.5 GB Database 11 Fiscal Years 5600 Accounts Budget Balances 42 Seconds 10 Fiscal Years Accounts 0 Budget Balances 1 Minute 100 ERP Intelligence Reporting Add-In Add-In PU1 PU2 Financials (Reporting Trees, Row grouping, FRx Conversion) Distribution User Experience (Ribbon, drag&drop, templates) Performance (5 min to 40 seconds) Platforms (Office 2013, 64-bit) Templates (CRM/ERP, others) Potential Future Themes Report Designer for more ERP Modules Mobility Alerting Predictions Social Collaboration More Reports templates! Additional Learning Opportunities Join the BI Community - Register for FREE webcasts Sign up for Intelligence and Excel Tips & Tricks Free Sales report template: 100 ERP and CRM Report 8

9 HRMS and Payroll HRMS Payroll Payroll Reporting Pricing More Info Federal and State e-filing and Reporting Why Partner HRMS Options Certification Payroll? Pricing based e-filing Required on employee from Aatrix levels Improved or register GL Direct No Integration for requirement Deposit (included and PSG Free services to purchase HRMS printed forms Quarterly New License Updates unlimited) full tier suite Low credit!!! cost e-filing Federal/State/Provincial/Local Employees Paycards License Subscription Start selling Crystal today reports Taxes for custom reporting Multiple Attend years session 1-50 of P-0485 historyto $1750 learn about bringing Edit payroll Prior in-house Year History $2500 Bonus- Source for online $3150 Paystub viewing $ $5500 See price list for higher employee levels TECHNOLOGY UPDATES SAP Crystal Reports 2011 For Updated to latest version of SAP Crystal Reports 2011 for Updated the report engine run-time components utilizing a modern.net architecture All standard reports and forms saved with a 2011 backwards compatible format Crystal Conversion Utility updated with the.net architecture and a new user interface Allows 100 ERP to stay current with SAP Crystal Reports new features and product updates 64-bit ProvideX OBDC Driver New 64-bit ProvideX ODBC Driver Available Allows Integrations with 64-bit Applications Microsoft SQL Server Microsoft Office Separate Installation found off the Productivity Tools menu on the 100 ERP Autorun Menu SData SData - is a communication protocol powering the integration of products Applications supporting SData open their information for consumption not only among themselves but for all participants in the World Wide Web SData is a REST-style web services protocol See for the official SData site. Late Breaking News! New for the 2013 release.. 9

10 Visual Process Flows! Based on ERP X3 design and code Lower the learning curve for key processes 7 process flows will be introduced with the 2013 release Sales Order Returns Shipping Inventory, Physical Count Purchase Order Accounts Receivable Accounts Payable Beyond the 2013 Release 100 ERP Future Release Themes CRM Cloud Integration Support the innovation results Exchange and credit card processing ACH Receivables to be released in a Product Update Split payments between two or more credit cards User Interface improvements Feature enhancements Features as a service Note: Next major release scheduled for August 2013 Pillars of CRM Cloud Integration Easy Mobile Cloud Easy to try, buy and use Any device data integration Lower TCO User Interface Improvements New Icons will provide an updated look Additional Visual Process Flows New background color enhancements Provide ROI quickly ERP data integration without the complexity Easier to setup & administer Easier to kick the tires and purchase Easier to sell with shorter sales cycles Drive NEW sales for CRM Cloud and ERP Lower TCO which helps to open the door Leverage the ERP installed base (Upgrades) 10

11 Potential Enhancements Usability Auto-suggest for entry in fields Ability to move columns in all grids and have them persist like you can in data entry grids Correct issue of a new window appearing behind current window Export to Excel with formatting Technology Windows 2008 support Crystal Reports usability Mobile and tablet innovations Tighter integration with Aatrix Integration with crm.com Shipping by SmartLinc Exchange Customer Driven Enhancements Sales enablement Revenue acceleration From Ideas Website Direct Customer feedback Influence the Design session Mobility and Modern Technology INNOVATION Mobile Service (Billable Services) Billable Services Mobile Services The Road Questions? Additional Learning Opportunities For information about additional learning opportunities visit ( University). Training options include: Anytime Learning Recorded online training sessions. Realtime Learning Live, online learning. Replay Learning Recordings of live classes. 11