External Roadmap Sage 100 and 100c - Chortek · 2017-12-11 · External Roadmap –Sage 100 and 100c ... advanced customization and integration advancements. In partnership with xkzero

External Roadmap – Sage 100 and 100cLinda Cade, Senior Product Manager

16 Oct 2017

Sage 100 ERP• What’s new in 2018, 2017, etc.

• http://www.chortek.com/sage-software-

document-library/

Sage 100c

• Subscription

• Current promo for April to September

2018 renewals

http://www.chortek.com/sage-software-document-library/

2017 Summary

• Released September 2016

• Modernized Launcher & Interface

• AP Automation

• Commodity Codes

• Accounts Receivable ACH – need SPS

• Sage CRM version 7.3

• Multi bin

Sage 100 2017

Product Roadmap – June, 2017

Click-to-pay capabilities added to Sage 100 invoices e-mailed through SPS Payment Center

Customers desire a means to

allow their customers to quickly

submit an electronic payment

upon receipt of a paperless

invoice from Sage 100.

2017.2

Payroll & Payments

Desktop Payroll – Partner /

Customer Preview

Click-to-pay – SPS Payment

Center

Connected ecosystemBeanworks – AP Automation

Experience Payments setup wizard

Maintenance

8

Click-to-pay capabilities added to Sage 100

invoices e-mailed through SPS Payment Center

Product Roadmap – July, 2017

Credit CardElectronic Check (ACH)


2017.2

Payroll & PaymentsDesktop Payroll – Partner /

Customer Preview


Budgeting & Planning

Experience

Maintenance

Customers point to the processing

and payment of accounts payable

invoices (including the matching

and approval of purchasing

documents) as one of the most

time consuming tasks in their

organization.

In partnership with Beanworks provide a new

solution that: eliminates lost invoices;

automates approvals, coding and PO

matching; maximizes early payment

discounts; minimizes late payments; improves

cash flow; promotes timely disbursements

2017.2

Payroll & Payments

Desktop Payroll – Partner /

Customer Preview

Click-to-pay – SPS Payment

Center


Experience Payments setup wizard

Maintenance


In partnership with Beanworks provide a new solution that: eliminates lost invoices; automates

approvals, coding and PO matching; maximizes early payment discounts; minimizes late

payments; improves cash flow; promotes timely disbursements

12 Month Product Roadmap – Sage 100 and 100c

October 2017 (2018.0) December 2017 (2018.1) March 2018 (2018.2) June 2018 (2019.0) September 2018 (2019.1)

Payroll &

Payments

Desktop Payroll:

Payroll 2.17.0

Desktop Payroll:

Payroll 2.18.0

Desktop Payroll:

Timecard to framework

Desktop Payroll:

Payroll 2.18.2

Desktop Payroll:

Payroll 2.18.3

Invoice Presentment:

eInvoicing – Terms on Time

Connected

ecosystem

Mobility:

Scanco – Mobility for

Barcode

Business Intelligence:


eCommerce and POS:

e-Commerce – XM

Development

Bank Integrations:

Auto Bank Feeds – PLAID

Office 365

Cloud Data:

Sage Contacts plug-in

Cloud Data:

Paperless Office 365 (GL)

Cloud Data:

Paperless Office 365 (AP)

Cloud Data:

Bots

Experience

Modernization:

Job Cost to framework

Pain Points:

Job Cost updates

Onboarding:

Customer Marketplace

Modernization:

Work Order to framework

Onboarding:

Account management

Pain points:

Inactivate Warehouse

Pain points:

Reprint Orders from history

Pain points:

Consolidated Invoicing

Pain points:

International Addresses

Pain points:

Spell check

Pain points:

Lot / Serial expiry dates

MaintenanceGovernment compliance:

Tax updates

GAAP compliance:

Revenue recognition

Product Roadmap – October, 2017

2018.0

Payroll & PaymentsDesktop Payroll –

Commercial availability

Connected ecosystemMobility – Mobile warehouse

- Scanco

Office 365

Experience

Modernization – Job Cost 2.0

Pain points – Spell check

Pain points – Inactivate

warehouse

Maintenance

General release of PR 2.0 – Update to framework; top enhancements; new tax engine

Customers need a modern, easy

to use payroll solution that meets

today’s payroll demands and is

flexible enough to accommodate

future demands in this critical

part of their business.


General release of PR 2.0 – Update to framework; top enhancements; new tax engine


Manual transaction entry can be

prone to errors and tedious at

best. The ability to easily import

transaction files or scan entries

improves productivity and

reduces downtime.

Barcode becomes “Mobility” with a complete

update to the module and a brand new name

… plus new scanning apps for iOs or Android

2018.0



Connected ecosystemMobility – Mobile warehouse

- Scanco

Office 365

Experience




warehouse

Maintenance


15

Barcode becomes “Mobility” with a complete update to the module and a brand new name … plus

new scanning apps for iOs or Android


2018.0



Connected ecosystem

Bank integration – Auto bank

feeds

Office 365 - Contacts

Experience




warehouse

Maintenance

The Job Cost module still uses

older architecture precluding

customers from using the

advanced customization and

integration advancements.

In partnership with xkzero we are

bringing the Job Cost module to the

business object interface framework.


In partnership with xkzero we are bringing the Job Cost module to the business object

interface framework.

• New setup wizard

• Modernized user interface

• New views and drill-down capabilities

• New dual-grid data entry

• Maintenance and Setup task converted to

framework standard

• Visual Integrator capable

• Expanded Custom Office capabilities

• Resizable screens

• Hyperlinks to related tasks

• Calendar, calculator and similar lookup buttons

• Normalized file structure

• Memos flow to historical files

• Copy record capabilities added

• More …

Job Cost 2.0

Data Entry Grids

Batch Entry

History

Job number still 7 characters or 4-3 if using sub jobs

Cost codes still 9 total characters with three possible segments

No change to Work in Process report – ie unable to run “as of date”

Memo codes with attachments – now available in this release

Batch processing for invoices (as well as transaction posting) now available (MAJOR ITEM)

Cannot upgrade to 2018 if using TimeCard with Payroll – wait until first half of 2018 to upgrade when TimeCard is upgraded.

Invoice formats customized in prior release will need to be redone in 2018 – normal for a business framework module change.


Add the ability to check the spelling on

common text fields

Customers need to be able to produce and send

professional looking documents, free from

misspelled words.

2018.0



Connected ecosystem


feeds


Experience




warehouse

Maintenance

20

Add the ability to check the spelling on

common text fields


• New 100c only feature

• Turn on/off in Library Master

• Right-click to see suggested

corrections or add to dictionary

• Available in GL, AP, AR, IM, SO, PO,

RMA, JC, PR, BM, WO, BR, CI, SY,

and eBusiness Manager

• Works in customizer UDF text fields

as well if the control is added to the

UDF

Spell Checking

Memo’s

Message that print on forms (invoices, statements, checks)

Paperless Office Electronic Delivery windows

Comments

Notes in Customer Contact Maintenance and Vendor Contact Maintenance

E-mail Notification Maintenance (accessed from eBusiness Manager)

Test E-Mail and Test Fax subject fields (accessed from Company Maintenance)

Broadcast Message (accessed from Master Console)

When adding a multi-line user-defined field (UDF) to a screen, you can select

whether to enable spell check.


Customers have created “virtual” warehouses to workaround the inability to assign multiple bins in a single warehouse location, or for other reasons warehouses have been created that are no longer in use. There is a desire to be able to designate these locations as “Inactive” and eliminate them from lookups and future transaction processing.

Add the ability to inactive an existing

warehouse such that future transactions

cannot be received into or distributed

from said location.

2018.0



Connected ecosystem


feeds


Experience




warehouse

Maintenance


Add the ability to inactive an existing warehouse such that future transactions cannot be

received into or distributed from said location.

New drop-box:• Active

• Inactive

• Restricted

New behaviors defined based on status

System checking for existing quantities on hand

Usage restrictions based on status

Option to include or exclude from lookups

Product Roadmap – December, 2017

Customers resort to Excel

worksheets to manage budgets

for their business which are hard

to manage and maintain and

existing solutions are cost

prohibitive.

As a benefit of Sage 100c include the

improved Budgeting & Planning solutions with

the new Implementation wizard and pre-

defined budgeting templates

2018.1

Payroll & Payments Desktop Payroll – 2.18.1

Connected ecosystemBusiness Intelligence –


Office 365

Experience Job Cost Updates

Maintenance Tax table updates & IRD

Product Roadmap – December, 2017

Add as a benefit of Sage 100c the improved Budgeting & Planning solution.

Connect to your GL accounts and balances with an easy to follow, step-by-step tool

Implement-ation

wizard

Quick-start templates pre-defined with commonly used formulas, columns and analysis capabilities

Choice of 4 pre-defined

budget templates

Product Roadmap – March, 2018

Timecard to framework – cloud-based, updated time entry module on new business object framework

Customers need modernized

time entry module fully

integrated with payroll, job cost,

and potentially manufacturing

modules.

2018.2

Payroll &

Payments

Desktop Payroll – Timecard to Framework

Invoice Presentment — eInvoicing –

Terms on Time

Connected

ecosystem

eCommerce and POS — e-Commerce –

XM Development

Bank Integrations — Auto Bank Feeds --

PLAID

Office 365Cloud data – Sage Contacts

BOTS

Experience

Onboarding – Customer Marketplace

Pain points – Reprint sales invoices from

history

Maintenance


Processing paper invoices can

be costly and time consuming –

not to mention the delay in

collecting outstanding

receivables and incoming cash

flow.

In partnership with Terms on Time expand

capability to electronically deliver AR and

SO invoices to include “click-to-pay”

capability and an online customer portal

2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance


In partnership with Terms on Time expand capability to electronically deliver AR and SO invoices

to include “click-to-pay” capability and an online customer portal


Sage 100 customers have the

ability to create and maintain these

pages, but the technology is aging

and cumbersome. There is a need

for a flexible, affordable service to

address the ever changing needs

of the market.

In partnership with XM Developments deliver

an eCommerce solution that provides on-line

customer self-service capabilities such as

B2B, B2C and Customer portal

2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance


eCommerce solution that provides on-line customer self-service capabilities such as B2B, B2C

and Customer portal – XM Developments


In partnership with PLAID -- Real-time bank feeds integrated with Bank Reconciliation download cleared items and auto match to items in Sage 100

Customers need real-time

access to information on items

clearing their banks versus items

recorded in Sage 100

2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance


Today

Tomorrow

Auto bank feeds


Office 365 — Contacts; the ability to view

in real-time information related to Sage

100 contacts through Office 365

Customers need real-time access

to information from Sage 100

contacts in Microsoft Outlook or

Skype without needing to launch

the Sage 100 desktop

2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance

Product Roadmap, February 2018

Office 365 – Sage Contacts

34

Balance due

Credit status

Address details

Organization details

Invoice / payment

history

Communications

Notes


Artificial intelligence BOTS respond to key

performance indicator queries based on

Sage 100 data

Customers need real-time access

to information from Sage 100

such as key performance

indicators using plain text query

language from mobile devices

2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance


Customers need an easy to access, centralized way to discover, select and consume additional benefits available to complement their 100c implementation.

Dedicated HTML landing page within Sage 100c

desktop displaying icons representing Sage and

OEM or Endorsed connected services, linked to

additional information and / or onboarding resources

to enable selection, purchase, and onboarding of

cross-sell / up-sell products and services. Additional

links to allow account management such as adding

user licenses or renewals.

2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance


Dedicated HTML landing page within Sage 100c desktop displaying icons representing Sage and OEM or

Endorsed connected services, linked to additional information and / or onboarding resources to enable

selection, purchase, and onboarding of cross-sell / up-sell products and services. Additional links to allow

account management such as adding user licenses or renewals.


Customers need the ability to reprint a Sales Order invoice once it has been processed and closed when a customer loses or disputes the delivery or charges. Invoices are stored in history and should be available for reprint as historical documents.

Reprint sales order invoices from history.2018.2

Payroll &

Payments



Terms on Time

Connected

ecosystem


XM Development


PLAID


BOTS

Experience



history

Maintenance


Customers need a modernized

method to store and distribute

documents generated in Sage

100.

Paperless Office 365 (General Ledger) Using Office

365 and One-drive we will re-imagine the Paperless

Office feature.

2019.0

Payroll &

Payments

Desktop Payroll – 2.18.2

Connected

ecosystem

Office 365 Paperless Office 365 (General Ledger)

Experience

Modernization – Work Order to framework

Pain points – Consolidated sales order

invoicing

Maintenance GAAP compliance – Revenue recognition


Customers need the Work Order

module modernized to the business

object framework standard in order

to seamlessly integrate with the rest

of the solution, be more easily

customizable and integration ready,

and to allow for mobile access.

Architectural modernization – Bring the Work Order

architecture up to the business object framework

standard

2019.0

Payroll &

Payments


Connected

ecosystem


Experience



invoicing



Customers need the ability to

optionally combine multiple Sales

Orders for the same customer,

shipping to the same address into

a single invoice.

Consolidated sales order invoicing2019.0

Payroll &

Payments


Connected

ecosystem


Experience



invoicing


Product Roadmap – September, 2018

Paperless Office 365 (Accounts Payable) Using

Office 365 and One-drive we will re-imagine the

Paperless Office feature.

2019.1

Payroll &

Payments


Connected

ecosystem

Office 365 Paperless Office 365 (Accounts Payable)

Experience

Onboarding – Account management

Pain points – International addresses

Pain points – Lot / serial expiry dates


Customers need a modernized

method to store and distribute

documents generated in Sage

100.



manage their account with Sage

through a centralized, easy to

locate portal.

Onboarding – Account management2019.1

Payroll &

Payments


Connected

ecosystem


Experience







enter addresses for business

contacts outside the United

States or North America.

Additional fields and/or expansion

of existing fields is required to

allow for this requirement.

Pain points – International addresses – Expand the

address fields to accommodate global address

requirements

2019.1

Payroll &

Payments


Connected

ecosystem


Experience







track and dispose of “stale” or

“expired” materials if potency,

health, or other concerns impact

the value of the stock being

tracked.

Pain points – Lot / serial expiry dates – Add expiry

dates to lot and serial tiers in Sage 100 to further

facilitate stock management

2019.1

Payroll &

Payments


Connected

ecosystem


Experience





Future outlook

• Timecard to

framework

• Garnishments

• Batch entry

Desktop Payroll

• Point of Sale

Connected

ecosystem

• Inter-company

transactions

• KPI BOTS

• Workflow

BOTS

Experience

• Work Order

to framework

• MRP to

framework

Architectural

modernization

Modernization

Documents

External Roadmap Sage 100 and 100c - Chortek · 2017-12-11 · External Roadmap –Sage 100 and 100c ... advanced customization and integration advancements. In partnership with xkzero