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What’s New in Sage 100 ERP
2015 Available April 7th
Sage 100 ERP 2015
Making it easier to do business
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Making it easier to do businessPaperless Office Enhancements
Sage 100 ERP 2015
• Setup Paperless Office Delivery Options to use the email address in Data Entry for Paperless Office Delivery
• All reports now allow direct access to the associated Paperless Office Viewer by using the Save drop down menu
• Improved printing performance:
• An update to the Amyuni printer driver to version 5.0.0.9
• In printing checks and extended stubs to PDF through Paperless Office
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Making it easier to do businessPaperless Office Enhancements
Sage 100 ERP 2015
The following reports and registers can now be printed using Paperless Office:
• Accounts Payable• Vendor Contact Listing• Repetitive Invoice Listing
• Accounts Receivable• Repetitive Invoice Listing• Customer Contact Listing
• Custom Office• Customizer Summary Report
• Customizer Detail Listing
• General Ledger• Sage Payroll Services Activity Log
• Inventory Management• Item Valuation Change Register• Standard Cost Adjustment Register• Missing Count Card Listing
• Library Master• Role Report• User Report• Activity Log Report
• Purchase Order• Vendor Purchase Address Listing
• Return Merchandise Authorization• RMA Receivers• Generate Transactions Listing
• Sales Order• Customer Ship-To Address Listing
• Visual Integrator• Job Listing• Data Dictionary Listing
Making it easier to do businessColor-‐code by Company
Sage 100 ERP 2015
Easily differentiate between:• Multiple companies• Test/Demo companies• Back up companies
Sage 100 ERP 2015 6
Core Accounting• General Ledger• Accounts Payable• Accounts Receivable• Bank Reconciliation
Core AccountingReverse Journal Entry
Sage 100 ERP 2015
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Core AccountingRetain prior selection for printing full comments in Journals/Registers
Sage 100 ERP 2015
Your current selection for “Print Full Comments” will be set as the default selection the next time you print
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Core AccountingOut of balance notification on GL Detail Report
Sage 100 ERP 2015
Note: This alert is also available on the General Ledger by Source Report in Sage 100 ERP 2015 PU-‐1
Core AccountingEnhanced sort and selection options on audit reports
Sage 100 ERP 2015
Sorting available on:• Items in Item Audit Report• Vendors in Vendor Audit Report• Accounts in the GL Audit Report• Customers in the Customer Audit Report
Core AccountingMulti-‐column sorting
Sage 100 ERP 2015
Multi-‐column sorting available in:• Bank Reconciliation tasks• Select Cash Receipts Invoices • Select Manual Check and Payment Invoices • Select Vendor Transfer Invoices
Core AccountingVendor Name Expansion
Sage 100 ERP 2015
Now 50 characters
Core AccountingPurchase Vendor Transfer Invoice Selection
Sage 100 ERP 2015
Now available for:• All vendors• Multiple invoice selection
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Credit Card Payments
Sage 100 ERP 2015
PaymentsProcess second pre-authorization
15Sage 100 ERP 2015
Minimize the risk of not getting paid by using the fix button to reauthorize a consumer’s credit card for payment when the first expiration has expired due to an unexpected delay.
PaymentsLevel 3 Credit Card Processing
Data Level 1 Level 2 Level 3Merchant Name
Transaction Amount
Transaction Date
Customer Code
Total Tax Amount
Ship From Zip
Ship to Zip
Invoice Number
Order Number
Freight Amount
Purchase Order Number
Commodity Code
What is Level 3:
• Level 3 requires additional data be sent in credit card transaction
• Merchant card processors (Visa, MasterCard) may lower rates because they view the transaction to be more trustworthy of payment
• Some consumers using “P-Card”s may require it (e.g., Government or schools)
Sage 100 ERP 2015
PaymentsLevel 3 Credit Card Processing
17Sage 100 ERP 2015
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PaymentsThird Party Payment (TPP) Processing
Through the Sage Exchange payment gateway, Third Party Payment processing provides customers the benefit of securely accepting electronic payments.
Customers can now use the TPP service offered through Sage Exchange with their existing payment processor and as a gateway for seamless integration with their Sage 100 ERP software in a PCI compliant manner.
Available to select Sage 100 ERP customers using one the following merchant processors:• TSYS• Chase Paymentech (CAN)• First Data Nashville• First Data Omaha• Elavon
Sage 100 ERP 2015
Sage 100 ERP 2015
Purchasingand
Inventory
Sage 100 ERP 2015
Purchase Order HistoryModeled after Sales Order History
Streamlining the Purchasing ProcessCopy Purchase Orders
Sage 100 ERP 2015
Save a lot of time when generating large purchase orders by using the Copy From button!
Streamlining the Purchasing ProcessPurchase Order History InquiryLine order when generating Purchase Orders from Sales Orders
Sage 100 ERP 2015
Reporting and Printing
Sage 100 ERP 2015
Forms can now be kept open to chain in AR, SO, and PO
Option to redisplay source document after Quick Print (i.e. Purchase Order)
Prints in landscape
Drop-‐shipped items marked with a “d”
Purge obsolete orders with cancellation code
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Inventory ManagementExclude Item Vendors or Alias Items from “Copy From”
Sage 100 ERP 2015
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Inventory ManagementDrill into GL Source Journal from Item Maintenance
Sage 100 ERP 2015
New column to display Source Journal number
Zoom button added
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Inventory Management“Copy From” Added in Product Line Maintenance
Sage 100 ERP 2015
Copies values from the source with option to bring in the GL accounts
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Inventory ManagementLast Physical Count Now Updates by Item and Item / Warehouse
Sage 100 ERP 2015
Revamped the design to make it easier to complete physical count and no longer need to count all warehouse for a single item on the same day
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Bill of MaterialsSynchronize Bill and Item Description
Sage 100 ERP 2015
This feature only applies to items that do not have an extended item description
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Bill of MaterialsLaunch Bill of Materials from Item Maintenance
Sage 100 ERP 2015
Sage 100 ERP 2015 30
Control SecurityFreedom
Sage 100 ERP 2015
Control >> Security >> FreedomNew UI scripting
Sage 100 ERP 2015
Control >> Access >> Security
Customers for life
Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 Return Material Authorization (RMA) Entry
Launch RMA Entry in Sage 100 ERP directly from Sage CRM 7.3
Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 PU-1Workstation Setup not required to Maintain Relationships
In Sage CRM select:• ERP Preferences Tab• Access Sage 100 ERP Tasks Using field• Web Forms Embedded in Sage CRM
Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 PU-1Maintain Relationship
Maintain Relationship now displays in CRM browser
Sage 100 ERP 2015
New look consistent with Sage CRM 7.3
Sage CRM 7.3 + Sage 100 ERP 2015 PU-1Updated Quick Order Entry Style Sheet
Sage 100 ERP 2015
Quick Print to printers on the network server is now available in Quick Order Entry
Sage CRM 7.3 + Sage 100 ERP 2015 PU-1Quick Print in Quick Order Entry
Sage 100 ERP 2015
Sage CRM 7.3 + Sage 100 ERP 2015 PU-1Promote Quote to Order
One-Step Quote to Order from Sage CRM 7.3
Sage 100 ERP 2015
Sage 100 ERP 2015 PU-1Visual Process Flows
• Customer Billing menu• Job Billing
• Inventory menu• Physical Count Preparation
• Manufacturing menu *new*• Production• Disassembly• Create Work Order• Complete Work Order• Close Work Order
• Period End menu *new*• Accounts Receivable• Accounts Payable• Inventory Management• Sales Order• Purchase Order• General Ledger Preparation• General Ledger
• Chart of Accounts menu *new*• Create Accounts
Below are the new Visual Process Flows introduced in Sage 100 ERP 2015:
Affordable Care Act (ACA)
Affordable Care Act (ACA) ReportingNew Crystal Report in Payroll
Helps employers determine if they are required to report in January of 2016.
Prepare clients by enabling the option to Save Perpetual History in Payroll Setup now!
Sage 100 ERP 2015
Applicable Large Employer Report Definitions and Calculations
Full-‐time = 47 Part time = 7 x (93 hours/120) = 5.425 = 5 Total FT (47) + FTE (5) employees = 52 FT/FTE employees
Full-‐time = employees who worked 30+ hours/week (120+ hours/month)Part-‐time = employees who worked <30 hours/week (<120 hours/month)
Calculations: Calculate Full Time Equivalent (FTE) employees by dividing each part-‐time employee’s monthly hours by 120 and add all part-‐time employees’ numbers together. Round to the nearest whole number and combine that number with the number of full-‐time employees.
Example: A company has 47 full-‐time employees who work 120 hours/month and 7 part-‐time employees who each work 93 hours/month. The FTE calculations indicate that the number of FTE employees is actually 5 employees, so the FT + FTE count = 52 for this company. They are required to report using the 1094-‐C and 1095-‐C forms in 2016.
This message will pop up every time the Applicable Large Employer Report runs to remind customers that calculations are being run to provide an estimate of the average number of hours an employee worked by calendar month
Sage 100 ERP 2015
Employee Maintenance Electronic Consent
Electronic consent for an ACA form is handled in a similar manner to how electronic consent is handled today for W2’s.
Sage 100 ERP 2015
ACA Employer MaintenanceOther Members
Sage 100 ERP 2015
ACA Employer MaintenanceEmployee Maintenance for ACA Reporting in Payroll
There are two ways to access the new ACA Employee Maintenance screens from within Payroll• ACA button in Employee Maintenance• ACA folder on the Main Payroll Menu
Sage 100 ERP 2015
Sage 100 ERP 2015
ACA Employer MaintenanceEmployee Maintenance for ACA Reporting in Payroll
ACA Employee Maintenance Monthly Detail
Sage 100 ERP 2015
Use the Copy button to streamline data entry
ACA Employee Maintenance ScreenCovered Individuals
Dependents may change over the course of the year
Sage 100 ERP 2015
Free information offered to all Sage customers by the Sage HRMS group
ACA information specific to Sage 100 ERP
Sage 100 ERP 2015
Get started today! New spreadsheet for ACA Reporting Give large customers, those with ~1,000 employees, a head start on entering the employee information needed for 2016 reports
When we have released the Payroll enhancements for the supported versions of Sage 100 ERP, customers will be able to directly import this information into Sage 100 ERP Payroll using the VI job we include with the Product Update.
The worksheet is available for download in the ACA Center on Sage City now.
Sage 100 ERP 2015
Sage 100 ERP 2015
What’s NextMy Sage Sell (mysagesell.com)
Sales Playbook for Sage 100 ERP 2015 – ETA April 7th
• What’s New in Sage 100 ERP 2015 presentation (this presentation)
• Recording of this webcast
• Email Template for upcoming customer webcasts on What’s New in Sage 100 ERP 2015
• Link to Installation and Upgrade Information (KB article) containing:
• Supported Platform Matrices (SPMs)
• Integrated Compatibility Matrices (ISCMs)
• Release Guide – What’s New in Sage 100 ERP 2015
• Top Reasons to Upgrade
• Marketing and Messaging Guide for Sage 100 ERP 2015
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Deborah [email protected]‐790-‐2081