Sage 100 What s New in Tracey Brinkman Senior Consultant BKD Technologies tbrinkman@bkd.com

Transcription

1 Sage 100 What s New in 2013 Tracey Brinkman Senir Cnsultant BKD Technlgies tbrinkman@bkd.cm

2 Presenter Tracey Brinkman Senir Cnsultant BKD Technlgies

3 2013 Overview Glbal Enhancements Accunts Payable Enhancements Accunts Receivable Enhancements Bank Recnciliatin Enhancements Cmmn Infrmatin Enhancements Credit Card Prcessing Enhancements Custmer Relatinship Management Enhancements Inventry Management Enhancements Paperless Office Enhancements Sales Order Enhancements Visual Prcess Flws

4 Glbal Enhancements SAP Crystal Reprts SAP Crystal Reprts 2011 is nw included with Sage 100 ERP. Enhancements in versin 2011 include a.net runtime engine cmpnent, the ability t exprt directly t Excel.xlsx file, Adbe Flash integratin, built-in bar cde supprt & enhanced SAP Crystal Reprt Designer features. Native SData Prvider Yu can nw use SData, an HTTP-based cmmunicatin prtcl, t cmmunicate with the wrkstatin, server & web-based applicatins, as well as third-party applicatins & the Wrld Wide Web. SData is enabled in System Cnfiguratin, and security is assigned by rle fr each user in Rle Maintenance. 64-Bit ODBC Driver A 64-bit ODBC driver, which allws third-party 64-bit applicatins t access Sage 100 ERP data, is nw available. The installatin prgram fr driver can be run frm the Sage 100 ERP Applicatin installatin prgram.

5 Glbal Enhancements Sage Advisr Update Yu can nw keep yur Sage prducts up t date with the latest releases & updates. Sage Advisr Update reviews Sage prducts yu have installed n yur server & lists nline updates available fr dwnlad. Sage Advisr Update is autmatically installed & can be launched frm yur Prgram Files > Sage flder & frm icn lcated in system tray. Fr mre infrmatin, see Sage 100 ERP Installatin & System Administratrs Guide. Installing with Micrsft Windws Installer (MSI) Sage 100 ERP is nw installed using Micrsft Windws Installer (MSI). MSI will prvide single installatin per versin n yur system, multiple instances cannt be installed.

6 Glbal Enhancements ALE Lkups in Data Entry Windws Yu can nw select t display r hide inactive custmers & vendrs in sme ALE lkups. These ptins can be selected in Cmpany Maintenance. Feedback Frm in Help System Feedback frm has been added t all Help System tpics. Yu can nw indicate whether tpic is helpful & prvide annymus feedback that will be used t imprve prduct dcumentatin. Expanded Accunts Payable Invice Number Invice number field is nw expanded t 20 characters, frm 10 characters in previus releases. Reprts & listings nw display full invice number while retaining prtrait rientatin. Jurnals, register updates, inquiries, lkups, explrer views & data entry prgrams will als display full invice number. 20-character invice number can be viewed in Jb Cst & General Ledger cmments n reprts. Full invice number will be printed n check stubs.

7 Accunts Payable Enhancements View Cleared Checks in Vendr Maintenance Tw new fields have been added in Vendr Maintenance that will allw yu t view check status infrmatin n checks that have cleared the bank in Bank Recnciliatin. Ability t view cleared checks in Vendr Maintenance can be enabled n Main tab in Accunts Payable Optins if Accunts payable mdule is integrated with Bank Recnciliatin. Viewing cleared checks in Vendr Maintenance applies nly t checks prcessed in versin 2013 r higher. Yu can nw pst ACH electrnic payments in detail t Bank Recnciliatin mdule. This feature is enabled in Accunts Payable Optins if Accunts Payable is integrated with Bank Recnciliatin.

8 Accunts Payable Enhancements Inactive Vendrs In Vendr Maintenance, Temprary check bx has been replaced with Vendr Status drp-dwn list that cntains Active, Inactive, & Temprary statuses. Inactive ptin allws yu t prevent users frm selecting inactive vendrs in the fllwing tasks AP frm AR Clearing Entry Check & Electrnic Payment Maintenance A/P Invice Data Entry Manual Check & Payment Entry A/P Repetitive Invice Entry Salespersn Maintenance Item Maintenance Jb Masterfile Maintenance (fr cst cdes nly) Jb Psting Entry (fr direct-csts nly) Purchase Order Entry Receipt f Gds/Receipt f Invice Entry Return f Gds Entry RMA Entry RMA Receipts Entry Sales Order Entry S/O Invice Data Entry Wrk Order Transactin Entry (fr utside prcessing charges nly)

9 Accunts Payable Enhancement New field, Inactive Reasn, has been added t Additinal tab in Vendr Maintenance. Use this field t add reasn cde fr inactive vendr. New Inactive Status Exceptin List windw allws yu t view & print list f reasns why vendr status cannt be changed t Inactive. Yu can als drill dwn t surce dcument, if applicable. This windw appears after clicking Details if message dialg bx warns yu that vendr status cannt be changed. Security event has been added t allw selectin f inactive vendrs in Check & Electrnic Payment Maintenance & t allw selectin f inactive vendrs invices in Invice Payment Selectin. Yu can nw select t include r exclude inactive vendrs frm Vendr Listing, Vendr Listing with Balances & Vendr Mailing Labels.

10 Accunts Payable Enhancement New clumn, Status, has been added t sme ALE vendr lkups. This field allws yu t grup & filter inactive, temprary & active vendrs. New task, Inactive Reasn Cde Maintenance, has been added t Setup menu. This task allws yu t create reasn cdes fr inactive vendrs. Pre-defined reasn cde, OUTOB (Out f Business), has been added & cannt be deleted. New utility, Remve Inactive Vendrs, has been added t Utilities menu. This utility allws yu t delete inactive vendrs.

11 Accunts Receivable Enhancements Credit Card Prcessing Yu can nw integrate with Sage Exchange t Secure yur custmers credit card numbers in Sage Exchange Vault accunt, which is PCIcmpliant lcatin fr string sensitive credit card & banking infrmatin Prcess credit card transactins withut string credit card numbers in sftware. Only last fur digits f credit card number are stred in Sage 100 ERP Prcess Credit card transactins in the fllwing tasks Cash Receipts Entry Invice Data Entry In Repetitive Invice Entry, stre credit card transactins fr prcessing at a later time when invice is prcessed Swipe credit cards fr payment acceptance Prcess credit cards in a batch View credit card payment infrmatin in Payment Infrmatin windw fr selected invice In Custmer Maintenance, Card ID field has been added t Additinal tab fr entering unique card ID number t identify credit card recrds. Yu can nw add credit card n the fly by typing new card ID number in this field t launch Custmer Credit Card Maintenance Printed invices nw reflect credit card payments

12 Accunts Receivable Enhancements Inactive Custmers In Custmer Maintenance, Temprary check bx has been replaced with Custmer Status drp-dwn list that cntains Active, Inactive & Temprary statuses. Inactive ptin allws yu t prevent users frm selecting inactive custmers in the fllwing tasks AP frm AR Clearing Entry Cash Receipts Entry Finance Charge Entry A/R Invice Data Entry Repetitive Invice Entry User ID Maintenance Jb Billing Data Entry Jb Estimate Maintenance Jb Masterfile Maintenance (fr pen jbs nly) Material Requirements Planning Maintain Prjected Demands RMA Entry/RMA Receipts Entry S/O Invice Data Entry Sales Order Entry

13 Accunts Receivable Enhancements Inactive Custmers Yu can nw select t include r exclude inactive custmers frm Statement Printing, Custmer Listing, Custmer Listing with Balances, & Custmer Mailing Labels. New clumn, Status, has been added t sme ALE custmer lkups. This field allws yu t grup & filter inactive, temprary & active custmers. New task, Inactive Reasn Cde Maintenance, has been added t Setup menu. This task allws yu t create reasn cdes fr inactive vendrs. Pre-defined reasn cde, OUTOB (Out f Business), has been added & cannt be deleted. New utility, Remve Inactive Custmers, has been added t Utilities menu. This utility allws yu t deleted inactive custmers.

14 Bank Recnciliatin Enhancements New field, Cleared Date, has been added t all data entry tasks in this mdule. Yu can enter a date when check has cleared the bank if date is different than mdule default date. Cleared date can be viewed in registers & reprts when recnciling bank statement. Field is available fr inclusin in Aut Check Recnciliatin check settings. ACH electrnic payments can nw be listed in Recncile Bank & Check, Depsit & Adjustments Entry based n selectin made in Accunts Payable Optins. If ptin is selected, ACH payments will be listed n Checks tab. If ptin is cleared, ne psting will be listed n Depsit/Adjust tab.

15 Cmmn Infrmatin Enhancements Credit Card Prcessing Enhancements Cmmn Infrmatin Enhancement: New task, Inactive Reasn Cde Maintenance, has been added t Main menu. This task allws yu t create reasn cdes fr inactive custmers & vendrs. Additinally, OUTOB (Out f Business) pre-defined reasn cde has been added & cannt be deleted. Credit Card Prcessing Enhancements: Credit Card Prcessing is nw ffered exclusively thrugh Sage Exchange, a PCIcmpliant payment prcessing applicatin service ffered by Sage Payment Slutins. All credit card infrmatin is nw securely stred in Sage Exchange Vault instead f within Sage 100 ERP.

16 Custmer Relatinship Management Enhancements Autmatic Installatin f Mdule The Custmer Relatinship Management mdule is nw autmatically installed with Library Master & n lnger has t be activated. Previusly, yu were required t install mdule separately & activate in Cmpany Maintenance. Use f Sage 100 ERP License Launching Sage 100 ERP task frm Sage CRM n lnger uses Sage 100 ERP license. Multiple-Cmpany Integratin with Sage CRM Yu can nw integrate multiple Sage 100 ERP cmpanies with ne instance f Sage CRM, r yu can cntinue using multiple instances f Sage CRM.

17 CRM Quick Order Entry In Sage 100 Advanced & Premium ERP, yu can nw install & use Quick Order Entry t enter & edit sales rders & qutes in Sage CRM. This task has essential fields & functinality available in Sales Order Entry. Sme fields & functinality have been mitted t streamline data entry prcess. Orders & qutes can be printed t PDF & sent as attachments frm Quick Order Entry. The lcatin fr string PDF files & URL fr viewing them are entered in Reprts Flder & Reprts Prtal fields in CRM Cmpany Optins. Yu can elect t use either Quick Order Entry r the standard Sales Order Entry windw by selecting an ptin in Default Frm fr Qutes/Orders field n ERP Preferences tab in Sage CRM. Yu must have apprpriate security set up in Sage 100 ERP t access new windw.

18 Inventry Management Enhancements Paperless Office Enhancements Inventry Management Enhancements In Item Maintenance, Quantities grid has been added t Main tab. Grid allws yu t view quantity detail infrmatin fr selected item & all warehuses. Yu can click Quantity Recap buttn t view recap fr all warehuses r a selected warehuse. Additinally, sme fields have been mved t Additinal tab t accmmdate Quantities grid. Paperless Office Enhancements Yu can nw use Simple Mail Transfer Prtcl (SMTP) authenticatin t send messages. This includes Transprt Layer Security (TLS) & Secure Sckets Layer (SSL) mail service t encrypt cmmunicatin between client & server & prtect sensitive cmpany infrmatin. This ptin can be enabled in Cmpany Maintenance.

19 Sales Order Enhancements Credit Card Prcessing Yu can nw integrate with Sage Exchange t Secure yur custmers credit card numbers in Sage Exchange Vault accunt, which is a PCI-cmpliant lcatin fr string sensitive credit card & banking infrmatin. Prcess credit card transactins withut string credit card numbers in sftware. Only last fur digits f credit card number are stred in Sage 100 ERP. Prcess Credit Card transactins in the fllwing tasks Sales Order Entry Invice Data Entry Swipe credit cards fr payment acceptance. Prcess credit cards in a batch by credit card transactin. Printed sales rders & invices nw reflect credit card payments. In Sales Order Entry, yu can nw btain pre-authrizatin fr amunt that is greater r less than rder amunt.

20 Prcess Flws Visual prcess flws are interactive wrkflw diagrams that shw steps t cmplete a task r prcess. Elements n prcess flws are linked t Sage 100 ERP tasks; clicking an element starts linked task. Other actins, such as shwing r hiding bjects n prcess flw, can als be assigned t elements. Seven predefined prcess flws are available n Visual Prcess Flws submenus. Yu can use these predefined prcess flws as templates t create yur wn custmized prcess flws, which appear n Custm Prcess Flws menu in applicable mdules. Visual Prcess Flws Manager task, lcated n Visual Prcess Flws Setup menu, allws yu t create, cpy & delete custm prcess flws, mdify their settings & pen them in Visual Prcess Flw Designer.

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22 BKD Technlgies Supprt Center Sage Supprt Center Mnday - Friday, 8 a.m. - 5 p.m., Central time Supprt Center tll free Hliday Hurs: Clsed n July 4 th

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24 Tracey Brinkman Senir Cnsultant