This roadmap is intended for use as a guideline and for information purposes only, and represents Sage s current view of its product direction.

Transcription

1 October 2011

2 This roadmap is intended for use as a guideline and for information purposes only, and represents Sage s current view of its product direction. The information is subject to change at any time without notice. As Sage develops products using an Agile development methodology, any one of the milestones, features, release periods or versions could change. None of the information should be interpreted as a commitment on the part of Sage.

3 Sage is #1 Worldwide* Sage 15% A global publicly traded company Over 13,000 employees Over 6 million customers Over 25 years of experience Others 51% SAP 10% Intuit 6% Microsoft 10% Oracle 10% Source: *IDC #220937, Worldwide ERP 2008 Vendor Analysis, published December Based on ERP revenue small business; <1000 employees

4 Sage Overview Market Finances Customers Global company with over 13,400 employees Revenue of $2.24B for FY2010 Provide advice to customers through 1.7 million support contracts 6.3 million customers worldwide Market capitalization of approximately $4.3 billion Manage around 40,000 customer calls each day One of the market leaders in the UK, North America, Europe, South Africa and Asia Made over 40 acquisitions since 1991 Work with over 27,000 reseller partners and over 40,000 accountants worldwide

5 Sage ERP MAS 500 Serving over customers Sage ERP strategic product Fully integrated business management solution Superior architecture that grows with your business Collaborative ecosystem of authorized resellers, consultants and CPAs

6 Sage ERP MAS 500 Roadmap Version 7.4 June 2011 BIE export and performance Customer Overpayments & Refunds Landed Cost Improvements UOM Improvements Manufacturing Workflow & Posting Server Smart Update Version 7.5 Q Multiple doc transmittals Mfg Batch Entry Expanded Customizations Customizer Improvements Import Cash Receipts Mass Pricing Updates Sage Exchange Version 7.6 Q Serving over customers Sales Order Usability Improvements Connected Services TCO Improvements Sage Advisor Product Update 1 Q Credit Card sale Exceeds Preauthorized Amount Print ACH Remittance Intelligence Q Reporting Tree Report distribution Performance Intelligence Q FRx Conversion Utility

7 Date Sage ERP MAS 500 Version 7.4 Released June 2011

8 Version 7.4 Core Financials & Distribution Business Insights Sage ERP MAS 500 V7.4 Landed Cost Improvements Manufacturing Improvements Unit of Measure Improvements

9 Version 7.4 Business Insights Export to Excel, Excel Template, PDF, XML Export All Data or Data In Grid Quick Filters Performance Improvements New Views for UOM and Landed Costs

10 Version 7.4 Core Financials & Distribution Overpayments Refunds from Cash Receipts Override Primary Vendor Negative Line Items Accounts Receivable Inventory Replenishment Sales Order

11 Version 7.4 Landed Cost Improvements Apply freight to item auto generates landed cost Define landed cost types independent of specific item or vendor Receipt lines use per-unit percent of cost or flat amount per unit Receipt total and allocates by cost, quantity, weight, volume or manually Override allocation method and/or change the cost amount Override calculated line unit cost (with proper security)

12 Version 7.4 Unit of Measure 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 quantity in both precisions Displayed in rounded quantity Bin transfers in any UOM New Item UOM BIE view Inventory Reporting in alternative UOM

13 Version 7.4 Manufacturing Enhancements Complete work order steps without issuing material Enable reversal of progress and production entries Designate manufacturing preferred bins Backflush from bin-tracked warehouses Use transaction date as post date for manufacturing transactions Single point of control, selection filters Automatic batch generation

14 Learn more about Version 7.4 Pre-Release Guide Top Reasons to Adopt 7.4 Release Launch Messaging Document Partner Marketing Resource Center Anytime learning course

15 Sage ERP MAS 500 v7.4 Product Update 1 Now Available!

16 7.4 Product Update 1 Adjust Credit Card for more than preauthorization By popular request from Available Now! Ability to post-authorize for an amount in excess of pre-authorized amount to allow for freight, etc.

17 7.4 Product Update 1 Ability to Print ACH Remittance Advice By popular request from Ability to print a Remittance advice when using the ACH process Available Now!

18 Ongoing Product Updates Released Approximately Quarterly May Include Feature Enhancements Vehicle for Year End Updates Sage Advisor Enhancements Delivered Technology Updates Included

19 Date Sage Connected Services On Demand Solutions

20 Sage Connected Services Sage offers a number of connected services to help optimize your business Sage Sales Tax, powered by AvaTax Credit Card Processing, powered by Sage Payment Solutions Business credit monitoring services, powered by Experian

21 Sales Tax for Sage, powered by AvaTax Makes paying sales tax simple for any business Automatically performs address validation, sales tax jurisdiction research, and rate calculation Seamlessly integrated with Sage ERP MAS 500 Covers all sales tax jurisdictions in US and Canada Protect yourself from the risk of an audit Eliminate the need to research and maintain sales tax codes or schedules Set best practices in sales tax compliance Get back to focusing on revenue-generating activities! A Sage Connected Service

22 Sales Tax for Sage Auto-Address Decrease data entry time and reduce shipping rates with the best source of address data in the country Auto-Jurisdiction Auto-Jurisdiction returns correct jurisdiction and sales tax rate for each transaction Statutory Requirements Reduce audit risk and ensure that you are charging the correct amounts, 13,000+ jurisdictions and counting Reporting Access all data securely online with ease Consolidate data on multiple companies Returns Automate the entire returns process and collect sales tax information from various internal and external sources A Sage Connected Service

23 Learn more at Overview video andmas200/walkthroughmas.swf Online demo andmas200/index.html

24 Credit Card Processing Powered by Sage Payment Solutions Automatically connects to Merchant Accounts for credit card authorizations and settlements Complete, secure, 24/7 online transaction reporting Compliant with Visa and MasterCard Payment Card Industry (PCI) data security standard Stored credit card numbers are encrypted Credit Verification Version 2 (CVV2) to help verify card authenticity Multiple address verification options add an additional layer of credit card authentication

25 Credit Card Processing Sign up for a Sage Merchant Account Call to get connected with your personal Sage Payments Account Executive Call your Sage Business Partner to order the no-charge Module

26 Learn more at Credit Card Processing Module Anytime learning course PCI Compliance Information

27 Sage SmartBusinessReports Powered by Experian offers Sage s business customers A Sage Connected Service Easy to read business credit reports on their company, or on their customers Business credit monitoring and alerts Access business credit reports at Free module with Version 6.0

28 Microsoft SQL Server Now available from Sage

29 Microsoft SQL Server Runtime Edition Microsoft SQL Server available from Sage Offers same functionality and performance as Microsoft SQL Server 2008 R2 Standard edition For use with Sage products and integrated solutions No restrictions on users or database size Licensing Client Access License (CAL) per user - $175 Per Processor License for unlimited users - $5,000

30 Sage ERP MAS 500 on the Web Web Solutions

31 Sage ERP MAS 500 ebusiness Suite Fully integrated solution Browser Based Multi-Company Support Streamlined order entry and RMA PO Receipt of Goods Processing Enter 3-Step Transfers Remote Access B2B and B2C Capabilities Supports Credit Card Processing On-line Customer Self-Service Access anytime, anywhere

32 Sage ERP MAS 500 ebusiness Suite All the features of ecustomer and esalesforce Plus RMA Inquiry Enhanced Invoice Search Backorder Inquiries Advanced Filtering and User Fields Portal Log Free trade-in of ecustomer or esalesforce licenses available Sales Promotion Inquiry Contacts Administration Web User Administration

33 Sage ERP MAS 500 Web Services Functional Areas Covered: Customer Maintenance Customer Lookup Customer Status Recent Shipments Recent Orders Invoice History Inquiry Payment History Inquiry Sales Order History Inquiry Item Lookup Price Lookup Inventory Stock Status Lookup Item Alias entry and lookup Order Entry Inventory Transfer Order Entry AutoShip functionality with the Sales Order Module Shipment History Inquiry So much more than just B2B or B2C capabilities

34 Sage ERP MAS Intelligence Sage s FRx Replacement Solution

35 Sage ERP MAS Intelligence Complex reporting made easy Business Intelligence in a familiar Microsoft Excel interface Easily customizable out of the box financial, sales, purchasing, and inventory report templates and dashboards Predefined financial and operations reports for management, sales, purchases and inventory Access to all modules and data (not just GL!) Dashboard and trend analysis reports Consolidation of multiple companies and databases User-level security Free trade-in of your FRx licenses for Intelligence licenses available

36 Your data pulled directly into Excel

37 Intelligence What s New Reporting Trees Performance improvements Improve report load times by up to 700% for large databases Report distribution Available with v7.4 Product Update 2 , publish file, or ftp file Windows-based report shortcuts

38 FRx Conversion Utility Utility to assist converting FRx files to Intelligence files The utility will Convert native columns like Actual/Budget columns Target Availability Q Convert calculated columns that involve basic arithmetic Proprietary FRx formulas will not be converted Map limited row formats to Report Designer row structure Due to limited correlation between FRx and Intelligence row formatting, manual rework will likely be required post-conversion Convert Reporting Trees to the reporting tree structure implemented in the Report Designer (for v7.4 only) Convert Catalogs to layouts in the Report Designer if the Catalog s column layout and the row format can both be converted Not convert multicurrency calculations

39 Learn more at Free anytime learning course The Sage ERP Learning Channel

40 Sage ERP MAS 500 Version 7.5

41 Version Themes Productivity Sage ERP MAS 500 v7.5 Manufacturing Customization

42 Version 7.5 Sage Exchange Integrated payment solution platform that provides Credit card processing Mobile payments Push Pay Check 21 Prepaid, loyalty and gift cards For more information Services/Sage-Exchange.aspx

43 Version 7.5 Productivity Feature Requests Based on feedback from Under consideration Multiple recipients for document transmittals Means to perform mass pricing updates Reversal of Credit Memos applied to Debit Memos and Invoices Hard close of sub-ledger fiscal periods Track miscellaneous cash receipts in AR Import pending cash receipts Bath authorization for recurring credit card transactions

44 Version 7.5 Manufacturing Feature Requests Improved workflow and usability in manufacturing Under consideration Add scrap factor to material step to allow for shrinkage Support use of non-inventory items in manufacturing Backflush setup hours option (always, once, never) Batch entry of material issues Delete or cancel work orders created in error

45 Version 7.5 Customization Improvements Enhanced customization capabilities Upgrades survivability Under consideration Expand fields available in the form chooser UDF data flow from one module to another Call control events within Customizer Script Editor Customize grid lines in Enter Sales Order Additional API s to isolate custom work

46 Version 7.5 Upgrades Survivable customizations Reduce costs associated with upgrades and updates Under consideration Smart Install Customization Report Smart Install Comparison Tool Auto Update Tool

47 Looking Ahead Version 7.6

48 Version 7.6 Proposed Themes Q Sales Order Usability Expand Sage Advisor Capabilities Version 7.6 Proposed Themes Reduced Cost of Ownership Connected Services

49 End of Support Dates Version September 30, 2011 Version 7.2 September 30, 2012 Version 7.3 September 30, 2013 For more details see w_attach/sso/supportpolicy_mas.pdf

50 Additional Resources Collaborate with other users -Sage ERP MAS Community Get Your Voice Heard - Enhancement Requests ing#p/c/3b5b584e67904c57 LinkedIn Group ar=&gid= &goback=%2eanp_ _ _1%2Egmp_

51 Get Connected Linda Cade