Mapping Investment Strategy to 2015 release Sage 100 The road ahead Brett Pensinger Martin and Associates Modernized Look New UI based on Modern Windows Standards Persistent Web Content Personalization and Security Themes and Application UI Refresh www.martinandassoc.com 1
Application Scaling Business Insights Dashboard Other things you can expect in version 2016 Other things you can expect in version 2016 Expanding Customer Purchase Order number to 30 characters in Sales Order and Accounts Receivable Ability to add extended item description for misc. items, charges and special items in data entry Adding a default value to all Extended Description Key fields Custom reports, BIE and ad hoc queries can be defined with an INNER JOIN EQUAL on ExtendedDescriptionKey, retrieving result sets exponentially faster Adding capability to have memos to A/R Repetitive Invoices Adding additional Sales Order Quote to Order types other than standard New sales order option to define default expiration date for quotes New sales order option to default the date when promoting a quote to an order Ability to move a document between batches Additional Quick Wins Payroll 2.0 BEYOND 2016.0 Bring key components to the Framework Benefits of Custom Office Improving Reporting Availability in all editions of Sage 100 Integrations through web services, Sage Data Cloud Connector, or other Business Object Interface based applications Re writing & including Time Card De coupling of payroll and accounting solution Targeting late 2016 (2017.0) www.martinandassoc.com 2
Fixed Assets Update fixed Assets to the framework: Integration in all editions of Sage 100 Targeting June 2016 (2016.2) Job Cost Phase 1 Convert Job Cost to the business objects framework Phase 2 Build out additional feature sets for project accounting Explore web and mobile enablement Targeting late 2016 (2017.0) Phase 1 Sneak peek Job Cost Manufacturing 2.0 Not just about framework Phase 1 Initial design discussions (complete) Phase 2 Manuf Advisory Committee Leveraging internal and community resource to come up with an inproduct manufacturing solution Target design and schedule by EOY Sage Inventory Advisor Controls the right stock at the right place at the right time CONNECTED SERVICES Less time spent: Reacting to stock outs Expediting or placing orders Forecasting demand Organizing and manipulating numbers Optimized inventory results in: Maximizes use of working capital Improves sales Improves customer service Minimizes delays, stock outs, lost sales Extensive dashboard charts: Fill rate Surplus orders Stocked out / Potential stock out Excess stock www.martinandassoc.com 3
Sage CRM Cloud for Sage 100 Pilot Program Your existing Sage ERP data at a glance Get your sales team productive, quickly Help is at hand At your fingertips, see: Customer information Item purchase history Available item quantity http://na.sage.com/us/sagemobility/sage/sage mobilesales Sage Mobile Sales No charge iphone App Sage Billing and Payment Version 3.3 INTEGRATED SOLUTIONS Sage CRM 7.3 Implemented top 3 customer requests Improved mobile experience available on iphone and Android devices New contemporary user interface New MailChimp Integration www.martinandassoc.com 4
Sage Payments Sage Intelligence Reporting Refined user experience simplifies reporting Let customers pay as they please Set up shop anywhere Sync with ERP Sage Intelligence Reporting Refined user experience simplifies reporting Review of 2016 Release Cycle Example: dynamically add accounts Example: exclude zero rows automatically October 2015 (2016.0) UI Modernization, New Launcher, Theme Maintenance Payroll Posting Integration through Sage Payroll Services (Sync Wizard) Direct Deposit Integration with Sage Payroll Services Compliance and Compatibility (ACA Support, Windows 10 Support, etc.) February 2016 (2016.1) Payments Center Integration June 2016 (2016.2) Fixed Assets to framework Inactive Warehouse feature In Product Approval and Auto Configuration of Payments Settings www.martinandassoc.com 5