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Page 1: This roadmap is intended for use as a guideline and for ... · This roadmap is intended for use as a guideline and for information purposes only, ... icons, required fields ... assign
Page 2: This roadmap is intended for use as a guideline and for ... · This roadmap is intended for use as a guideline and for information purposes only, ... icons, required fields ... assign

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.

The Roadmap outlined within this communication reflects on our commitment to

deliver solutions that are easy to deploy, easy to use and backed by the support you

deserve.

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28,000Business Partners

6.3m Customers

40,000Accountants’Clubs Members

#1 worldwide vendor of ERP software for SMBs*

$2.24 BillionRevenue

Source: *IDC #220937, Worldwide ERP Vendor Analysis, Based on ERP

revenue small business; <1000 employees

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The Road Ahead

User Experience

Functionality

Integrations

Connected Services

Mobility

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Sage 300 ERP Roadmap

2014 Release Q3 2013

User experience – entry screens, icons,

required fields indicator

User License Management Utility

Visual Processes link to 3rd party

GL Transaction listing

Sage Inventory Advisor Sage Mobile SalesSage Mobile ServiceSage Account Billing & Payments

Product Update February 2013

Payroll module upgrade

Online pay history

Color coded companies

CRM - Inventory lookup

Sage Intelligence Designer

add-in

Product Updates Q4 2013 & Q2 2014

Enhancements based on user

feedback

Sage Advisor Messenger

2013 2014

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Feature and Enhancement Suggestions

www.sage300erp.com/feedback

In-Product User Survey

Inspired by You!

Over 13,000 Votes!

Over 18,000

in-product surveys

completed!

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Functionality Enhancement Ideas

www.sage300erp.com/feedback

Suggest

Vote

Collaborate

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Date

Sage 300 ERP 2012 Product Update

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Users will be able to distinguish between open

companies by assigning a different color code.

Color Coded Companies

Usab

ilit

y i

mp

rovem

en

ts

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New Designer Add-In

Much easier to use

Better performance – in-memory processing

Able to show multi-offices/departments and multi-budgets

Sage Intelligence Reporting

Inte

gra

tio

ns –

Inte

llig

en

ce R

ep

ort

ing

Product Update 1

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Allows users click to look up inventory items in Sage

CRM, and then create a new quote or order for an item

Single Inventory Item look up

Inte

gra

tio

ns

–S

ag

CR

M

Product Update 1

Product Update 1

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In earlier versions, Inventory Control allowed you to

assign the same serial number to multiple items. This is

now a default that you can override.

Ensure Serial Numbers are unique

Usab

ilit

y i

mp

rovem

en

ts

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Improved Help for GL, IC and Financial reporter –

readability, usability and accuracy

Help videos available in Portal Learning

Center and http://www.youtube.com/user/sage300doc

New translated content - Help and Guides

Documentation

User

Exp

eri

en

ce

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Sage 300 ERP 2014 Release

Improving the user experience

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Improving the User Experience

User Interface refresh

Enhanced data entry screens

Required fields indicator

License Management

Visual Process Flow links

Report filters

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Current desktop

User

Exp

eri

en

ce

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Refreshed desktop

User

Exp

eri

en

ce

New ribbon

Modern

icons

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Refreshed icon library for all screens

User

Exp

eri

en

ce

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Current data entry screen

User

Exp

eri

en

ce

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Refreshed data entry screen

User

Exp

eri

en

ce

Improved

spacing and

alignment

Overall screen

size 30% larger

Modern coloring

and new icons

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New required fields indicator

User

Exp

eri

en

ce

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Lower total cost of ownership by managing users logged

into Sage 300 ERP

User License Management Utility

User

Exp

eri

en

ce

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Add external links to VPFs such as Macros or 3rd party

products

Visual Process Flow Links

User

Exp

eri

en

ce

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GL Transactions Listing Report - Filter by Range of

Fiscal Years

Report Filters

Inte

gra

tio

ns -

Cry

sta

l R

ep

ort

s

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Mobile and Cloud Applications

Sage Mobile

SalesSage Mobile

Services

Sage Inventory

Advisor

Sage Account Billing

& Payments

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Sage Inventory Advisor

27

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Account Billing & Payment

Improves customer

communications via electronic

billing reminders and invoices.

And, it automates numerous

time-consuming tasks.

Provides Customer billing

communications management,

installment payments, and tracking

which combine to reduce delinquent

accounts for customers.

Customer Billing Communication Details

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Sage 300 ERP 2014 Product Updates

New Functionality between Major Releases!

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Enhanced report security

Display original user that created a Purchase Order

New role based Visual Process Flows

E-mail AR\OE transactions using ship to email address

Delete user authorization when deleting a user

Sage Advisor Messenger

Sage 300 ERP 2014 Product Update

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Date

Sage 300 ERP 2015

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Sage 300 ERP 2015

– Attach documents

– GL transaction by transaction date

– Recurring AR Payments

– EFT Receivables via Sage Exchange

– Copy company setup

– Ability to offset debtors & creditors (contra entry)

– And more…

Under Consideration

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Sage 300 ERP Key Releases & Timeframes

Sage 300 ERP 2015

Product Updates

Sage 300 ERP 2014 Sage 300 ERP 2016

2013 2014 2015

Product Updates

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Sage 300 ERP Community

http://community.sageaccpac.com/

Get Your Voice Heard - Enhancement Requests

www.sageerp300.com/feedback

Sage Business Care Customer Support Programs

http://www.sageaccpac.com/Support-and-

Training/Business-Care-Plans