What s New in Sage 500 ERP 2014 The Road Ahead LOCATION DATE PRESENTER

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1 What s New in Sage 500 ERP 2014 The Road Ahead LOCATION DATE PRESENTER

2 Our Vision: To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed

3 How?

4 Top 5 Global Demand Drivers Peace of Mind that data is secure Connect me with a knowledgeable person when I need them Appealing and Intuitive software Control of the business to achieve success and grow Work Smartly and Efficiently

5 Peace of mind

6 MS SQL Server Sage Data Cloud Sage Exchange

7 Appealing & Intuitive Software

8 Copy Records Tutorials Context Help Right-click Navigation Drill-down views Merge Records Doc Transmittals Office Templates

9

10 2013 Release

11 2013 Release Multi-Recipient Doc Transmittals By Contact Designate Which Documents Auto Generated Copies

12 2014 Release Expanded Address Improved Contact Management Enhanced Paperless Capability Document Control Improved Customer / Vendor Relations

13 Appealing & Intuitive Software

14 v7.05 v7.20 v7.30 v7.40 Business Insights Explorer/Analyzer Gross Profit Display Credit Management Business Insights Dashboard Sage Intelligence Reporting Positive Pay Credit Card Processing ACH Payments Business Insights Export Improvements Sage Intelligence Templates

15 2013 Release BIE Pricing Views Hard Close Sub-Ledger Vaulted CC Data Sage Intelligence Improvements Track Misc Cash Receipts Sales Tax Nexus and Jurisdiction

16 2014 Release Sage Inventory Advisor Analysis at a Glance High Value Customers High Profit Items Slow Performing Items Potential Stock-outs Pro-active Planning

17 Work Smarter, Not Harder

18 Minimize steps Automate Easier to process Easier to recover from errors

19 v7.05 v7.20 v7.30 v7.40 AP/AR Settlement Easier Costing/ Promotions Simplified Picking Drop Shipments Real-time Inventory Lot / Serial series assignment Demand Smoothing Import Manager Memo Management Cycle Count Improved Streamlined SO Entry Virtualization Override Primary Vendor in IR/MRP Refunds from Cash Receipt Entry Landed Cost Improved Manufacturing Preferred Bins Backflush from Bin Tracked Warehouse Manufacturing Transaction Reversals

20 2013 Release Reduce steps Automate Improve Process Copy SO to Another Customer Global Price Changes Backflush Setup Hours Import Pending Cash Receipts Purge WO Sage Shipping Non-Inventory items in Mfg Improved Bank Rec Consistent Posting Screens Delete or Cancel WO

21 Work Smarter, Not Harder Shipment ID Quick Reference for further processing Speeds Shipment Processing ID Displayed on single shipment Refers to report for multishipment

22 Work Smarter, Not Harder SO # on Invoice Faster check-in Easier reconciliation Quicker payment processing Improved cash flow Fewer returns

23 Work Smarter, Not Harder Reverse Applications Fewer steps Easy to use grid format

24 Work Smarter, Not Harder Electronic Funds Transfer (EFT)* Requires New Tender Type Setup Setup task renamed Customer Setup similar to credit card Uses Account Number and Bank Routing instead of Card Number *Also known as Automated Clearing House (ACH)

25 Work Smarter, Not Harder Electronic Funds Transfer (EFT)* Processing Screens Renamed Processing similar to credit card processing All Payment Transactions processed as a Sale

26 Sage Mobile Sales Sage Mobile Service Sage Billing and Payment ipad app For sales companies Travel with catalogue Create quotes and orders Need to track inventory iphone app For field services Service work details on mobile Update and complete work orders Need to track work performed Web app Electronic invoicing Click-to-Pay button in invoice Portal with communication history

27 Sage 500 ERP Roadmap Sage Inventory Advisor Sage Mobile Sales Sage Mobile Svc Billing & Payments Sage CRM Sage Enterprise Intelligence ISV Enablement Sage Fixed Assets Budgeting & Planning Reverse Memo / Cash Applications Electronic Funds Transfers in SPS Extended address Shipment ID Display SO # on Invoice Improved IM Purge Different skins Last window position Customer memo notification Multi-GL distribution in CM Document transmittal for AP EFT Single Posting Register Report

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