This document provides an agenda and summary of updates for a September 2013 Sage 100 ERP user group meeting. The agenda includes discussions on what's new in Sage 100 ERP 2013 and 2014 releases, tips and tricks, a trivia session, and a question and answer period with experts. Key updates covered include enhancements to customer and vendor inactivation, accounts payable invoices, paperless office settings, item maintenance, Sage CRM integration, and visual process flows. The meeting also provides information on payroll, credit card processing, and reporting changes.
3. What’s New for Sage 100 ERP
2013?
Inactivate Vendors and Customers
Expanded A/P Invoice Number
Ability to View Cleared Checks in Vendor Maintenance
Post ACH Electronic Payments to Bank Rec in Detail
Paperless Office SMTP Encryption
Item Maintenance Main Tab Changes
Sage CRM Multi-Company Support
4. Inactivate Customers and
Vendors
New “status” includes Active, Inactive, and Temporary
Add a Reason Code when inactivating
New Reason Code Maintenance to setup codes
Schema checking when setting to Inactive
•Disallows if Customer/Vendor in certain tables
Cannot use Inactive in data entry
Optionally exclude from lookups
Security Event to allow cash receipts and payments
8. Visual Process Flows
• Lower the learning curve for key processes
• introduced with the 2013 release
– Sales Order
– Returns
– Shipping
– Inventory, Physical Count
– Purchase Order
– Accounts Receivable
– Accounts Payable
9.
10. Paperless Office SMTP
Encryption
• No need to maintain dedicated Email
server!
• Google mail, Yahoo, Hotmail, etc.
• Chillkat 9.3.0 now installed
• Company Maintenance E-mail tab
– Select SSL or TSL/STARTTLS
12. Business Alerts
• Important News!
• As of October 1, 2012 Sage will not longer
distribute Global Software’s products (Business
Alerts)
• Sage and Global Software are working on a
transition of customers, support and renewals
• Details will be communicated to partners and
customers as soon as the details are finalized
13. Sage Exchange Vault
• Secure, compliant storage
of sensitive credit card
info
• Card numbers not stored
within Sage 100 ERP
• Bank routing numbers
and account numbers
also stored for ACH (Sage
100 ERP Product Update
will integrate with this)
14. New Integration Points
• Take credit cards for Accounts Receivable
Invoices
– Services companies without inventory can take
payments within normal invoicing workflow
– When batch of invoices is updated, payments
are captured
• Take credit cards for Recurring Invoices
– Generate recurring invoices as you normally do
and have credit card associated with them
– When invoice batch is updated, payments are
captured
15. Swipe when cards are present
More intuitive workflow to speed entry when
processing credit cards in A/R Cash Receipts.
Print the amount of the credit card payment on the
appropriate Sales Order Invoice to deliver
confirmation to your customers.
Because every business and it’s transactions are
unique, you can decide how much to pre-authorize on
each transaction rather than always using the sales
order amount.
More Credit Card
Enhancements
16. Elimination of PC Charge
• As of December 31, 2012, PC Charge will no
longer be supported for any version of Sage 100
ERP
• PC Charge WILL NOT WORK with Sage 100 ERP
2013 and subsequent versions of the software
• Sage Payment solutions merchant account will be
needed
17. Sage 100 ERP eFiling and
Reporting Enhancements
• Sage 100 ERP Tax Forms will be deprecated in tax
year 2014
– Compliance will be maintained through 2013 Tax
Year filings
– TTU updates will still be available
• Sage 100 ERP eFiling and Reporting will attempt to
Auto-Install when accessing the eFiling Applications
for the first time
• Basic Sage 100 ERP eFiling and Reporting features
are free for all Sage 100 ERP customers current on
Maintenance.
18. Sage CRM
• Map multiple ERP companies to single Sage CRM system
• Web Client – Quick Orders
• Tasks launched from Sage CRM do not use a Sage 100 ERP
license
• Installations Updated to Maintain the Integrity of Customer
and Partner Customizations
– Minimizes the number of changes that need to be re-
done after each upgrade
– Still may require some re-work if customizations are
made to the same forms that Sage modifies
• Sales Order Memos will now auto display
• Full Support of Chrome, Firefox, Safari and Internet
Explorer
19. SAP® Crystal Reports 2011 For
Sage
• Updated to latest version of SAP® Crystal Reports
2011 for Sage
• Updated the report engine run-time components
utilizing a modern .NET architecture
– All standard reports and forms saved with a 2011
backwards compatible format
• Crystal Conversion Utility updated with the .NET
architecture and a new user interface
• Allows Sage 100 ERP to stay current with SAP®
Crystal Reports new features and product updates
21. Improving the User Experience
UX - Flashlight lookup for invoices
UX - Auto complete
UX – Keep Window open
UX – Updated search defaults
Sage Intelligence enhancements
Payroll enhancements
22. Flashlight lookup for invoices
Sage 100 ERP 22
Flashlight lookup
added to AP Invoice
Data Entry and
AP/AR Repetitive
Invoice Entry
23. Auto Complete
Sage 100 ERP 23
For Customers,
Vendors and
Inventory Items
Defaults
customized by user
for each entity
24. Payroll Enhancements
W2 filing – ability to select up to 16 different Box 12 codes
Federal e-Filing & Reporting – changed display of Form IDs & Form Description
Add mapping of Earnings & Deductions Codes for Puerto Rico reporting
AP and PR tax reporting via eFiling and Reporting only
31. Brain Teaser
Johnny’s mother had three children.
The first child was named April. The
second child was named May. What
was the third child’s name?
JOHNNY
33. Brain Teaser
A clerk at a butcher shop stands five
feet ten inches tall and wears size 13
sneakers. What does he weigh?
Meat
34. Sage Promotions
Discounts available for Sage Payroll,
Sage HRMS, Sage CRM, Sage Fixed
Assets
Talk to your Account Manager if you
are interested in learning more.
35. Next User Group Meeting
Second week in December
Year End Procedures
Tips and Tricks
We welcome suggestions for 2014 topics!
Flashlight lookup added to AP/AR UX - Auto completeUX - Print Dialog openSage Intelligence on menuPayroll and tax forms to Aatrix
83 votes
On any standard Sage report (in any module), you can name and save your report selections for easy retrieval. The above example illustrates the screen that prompts for the name once the “Save” button is clicked. The report settings may be saved as Public or Private, and the report can also become the Default report for that menu option.Presenter should illustrate this in the Sage demo system
Presenter should demonstrate the right click functionality usaing Sales Order 149 in company ABCRight Cliicking during a line entry function provides multiple options that might be useful. A very useful option is the Find function providin gthe ability to search through line entries to find those that meet the criteria entered. There are other useful functions available when you right click in line entry such as Hide, Show and Freeze columns
Presenter should demonstrate ability to perform related tasks. The screen above illustrates related tasks for Customer Maintenance.You can perform certain tasks, such as performing an Invoice Inquiry or printing an Aging Report, without closing a maintenance record and navigating to the appropriate menu option. Simply right click in the maintenance screen (customers, vendors and inventory items) and select Related Tasks to choose from common tasks performed while maintaining records.
Presenter should demonstrate the process of copying from Invoice HistoryMost experienced users of Sales Order know that you can copy one order from another, But you are not limited to copying from orders only. You can copy a new Quote or Order from a historical invoice record. Simply select the “Copy To” function at the top of the Sales Order screen, drop down the “Copy From” box and select Invoice History to select to copy the l ines on any historical invoice.
Presenters: I don’t know why anyone would want to undock the task menu in Sage 100. Maybe you do? In any case, I have accidentally undocked the task menu several times and struggled to redock it. I thought others might have the same confusion.To undock the Modules and Tasks windowIn the Desktop’s Detail View, double-click the Modules and My Tasks tabs title bar. The Modules and Tasks window is undocked from the Desktop.To re-dock the Modules and Tasks windowDouble-click the Modules and Tasks window title bar. Note The Desktop must not be minimized to re-dock the window.