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Date Created: 12/18/15
August 2010 • Volume 10 • Issue 4b H ELP D ESK Newsletter for Sagde ERP MAS 90 and 200 Sage ERP MAS Intelligence Module What’s Inside FRx Replacement Modulme Produces Reports In The Page 2 Familiar Excel Intermface Sage ERP MAS Intel2ligence Module continued Page 3 hen Microsoft announced the Sage ERP MAS 90 and2 200 retirement of the FRx financial Product Roadmap W reporting software, which has for many years been included with Sage ERP Page 4 MAS 90 and 200, Sage began searching for Sage ERP MAS 90 and2 200 a replacement. Sage ERP MAS Intelligence Version 4.40—Product has been identified as the ideal FRx replace- Updates 1 and 2 ment solution for Sage ERP MAS 90 and 200. It provides powerful and easy to use financial reporting, and it also can provide Business Intelligence across your entire sys- tem, including SageCRM and Sage Abra. Headline News In 2011, Sage will b2e host- Power And Familiaridty Of Excel Excel has become the reporting and analy- ing a joint conference for sistoolofchoiceforaccountantsandexecutive both customers and S2age business partners, m2erging managementalike,soitmadesensetochoknows your fiscal periods, chart of accounts, a reporting tool for Sage ERP MAS detail transactions, and various types of bal- the former Sage Summi2t is based on this familiar interfacances. As a result, you will quickly be able to customer conference and MAS Intelligence comes with a selebuild your intelligence solution to work the report templates to help you quickway you do. Sage Insights partn2er confe-r ence. effortlessly produce pre-formatted reports. Taking place at the2 Gaylord Then you can simply refine and expInformed Decision Mdaking reports using all the flexibility anThe Dashboard Analysis report provides a National in Washington, Excel.SageERPMASIntelligenceallowsone-page summary of key business informa- D.C., the event wi2ll feature to spend more time focusing on anation, featuring Top-N details on customers, partner-focused tracks July2 less time pulling data together. items, and expenses. View information both 10–13 and customer-fo- textually and graphically to help with daily cused tracks July 13–215. You Comprehensive Integratidon and long-term planning. In addition, com- can learn more at http:// Sage ERP MAS Intelligence is carparative Profit and Loss figures are displayed integrated so that it already recofor current month and financial year-to-date. www.sagesummit.com/. datastructureswithinSageERPMAS90.TYou can drill down to get further insight into software reads your data and automwhat makes up the numbers. Continued on page s2 page 2 • H ELP D ESK Newsletter Sage ERP MAS Intelligence Module (continued from cover) Components license you can import data from external • Import/Exportfunctionalityrequiresthe Sage ERP MAS Intelligence is organized sources to be included in your reports. purchaseofaReportManagerLicense, into several components, similar to that of DesignerModule,ortheConnectorModule. the FRx system it replaces. The components Connector Module • Optional Report Scheduling requires are Report Manager, Report Viewer, Report The Connector Module gives you access the purchase of an additiponal Report Designer,andtheConnectorModule.Youcan to information from multiple data sources Manager License, thep Designer Module, mix and match the components to achieve the and Sage ERP MAS 90 companies. With or the Connector Mpodule. leveloffunctionalityyourequire. this module you can produce consolidated • Connections to othper types of databaspes financial reports for multiple companies and or more than one company pdatabase Report Manager connect to and report on data from other at a time requires the purchase of a At the heart of the system is Report ODBC-compliant data sources, including Connector Module. Manager. This is where you create and edit Sage Abra. newreports,aswellasfilterandaggregatedata. Here you will find built-in report templates What’s Included? that help you get a quick start using the sys- The Intelligence module will be available ZOOM IN tem. There are templates for financial reports for customers on Sage ERP MAS 90 and 200 as well as Financial Analysis, Dashboard Version 4.4 and Extended Enterprise Suite Analysis, General LedgerTransaction Details, Version 1.4. Customers on a current sub- Inventory Status, Vendor Purchases, and scription plan will receive, at no charge as a Customer Sales. replacement for their FRx license, a one-user With Report Manager it is a simple matter license for the Sage ERP MAS Intelligence to create your layout, set multilevel groupingsReport Manager. This license gives you the and consolidations, and add formulas where ability to: you want them, all using intuitive selection • Author new reports (organize, create, tools. You can even use “what-if” analysis to edit) as well as filter and agpgregate data instantly see the impact on an area of your based on existing dpata containers. Sage ERP MAS Intelrligence comes with ra graphical business by changing a set of values on your • Run, edit, and clonpe the standard report dashboard that providers executives with a rcompre- reports. Report Manager includes flexible templates, includinpg financial reports, hensive view of ther business. security settings to allow you to set permis- dashboards, financial trend analysis, sions and protect sensitive data from unau- general ledger, sales, purchases, and thorized access or manipulation. inventory transactional reports. Note that because Sage ERP MAS • Set security and perpmissions on all Intelligence utilizes Microsoft Excel, you will Report Viewer reports. need to have Excel 2003 or Excel 2007. In Report Viewer Licenses are available for • Connect to one comppany database at a p order to run the Report Designer, customers staff members who need to run reports, but time. If running two or more companies, will need Excel 2007. not create them. A Report Viewer License you can redirect the software as needed Sage will not include FRx in the next allows you to view existing reports, including to access data from your other company release of Sage ERP MAS 90 and 200 (4.5). the ability to filter data and change param- codes or purchase an additionapl Report Sage will continue support of FRx as part of eters such as date ranges. It also includes the Manger or a Connectopr license. previous releases, according to the published ability to drill-down through existing reports. Supported Versions Policy. Please give us a Advanced Capability dAdd-ons call with your questions. Report Designer You can purchase the following advanced YoucanuseReportDesignertoauthornew capabilities to add to the basic Sage ERP reports. When you have a Report Designer MAS Intelligence system: Sage ERP MAS 90 and d200 • page 3 Sage ERP MAS 90 and 2200 Product Roadmap age recently published a product S roadmap* for Sage ERP MAS 90 and 200, and Sage ERP MAS 200 for SQL. In this article, we review the highlights of the roadmap, including the just-released Product Update 2 for Version 4.4. The new Sage product strategy is to pro- vide more value to customers with minimal disruption to customers’ business processes. Sage will accomplish this through more fre- quent small enhancement releases, called Product Updates, and with less frequent major new-version releases. Product Updates release is scheduled for the end of this year,support forVersion 4.3 and 4.4 customers. You will find top-requested customer and leverages Business Framework technol- enhancements in the new Product Updates. ogy.Lookformoredetailsonthisexcitingnew Looking Ahead Sage also is incorporating the main function-product in a future newsletter. It will include Two Product Updates are already planned ality of selected Extended Solutions into thethe option to purchase Microsoft SQL Server for Version 4.5. In 2012, Sage will be offer- ProductUpdates.ExtendedSolutionsarespe- licensesfromSage,ortouseMSSQLlicences ing a SQL version of the Sage ERP MAS 200 cialized capabilities that were previously onthat customers may already own. This release Payroll module that will include new features available as an additional purchase. does not include data migration for current such as Employee Self Service. Product Updates are delivered through a Sage ERP MAS 200 SQL users. Data migra- Sage ERP MAS 90 4.6 is on the Product downloadable file rather than a physical CD. tionisplannedtobeavailablewiththerelease Roadmap for the third quarter of 2012. Each Product Update is numbered according of Sage ERP MAS 90 and 200 4.5. The Roadmap also includes a product to the release that it is added to. For exam- retirement schedule: ple, there are currently five product updatesSage ERP MAS 90 and d200 4.5 • Sage MAS 90 and 200 Version 3.71 will scheduledforSageERPMAS90Version4.4. Version 4.5 is targeted to be available in be retired as of September 30, 2010. Product Update 2 will soon be available the third quarter of 2011. A highlight of the • Sage MAS 200 SQL Edition Version and includes the following enhancements: release will be additional SageCRM licens- 3.7x will be retired June 1, 2011. • Electronic reconciliation of Bpank ing options and improved integration. All • Sage MAS 90 and 200Version 4.0, 4.05, Reconciliation tranpsactions between your Sage ERP MAS 90 and 200 subscription and 4.1 will be retired September 30, 2011. software and your bank. plan customers will be provided with one free Retirement means that Sage discontinues • Positive Pay capability helpsp you prevent SageCRM user license. supportoftheversionandwillnolongerpro- check fraud. The release will incorporate a number vide updates to form 1099 and tax tables. If • ACH Electronic Payments. of customer-requested enhancements and you are still running older versions, give us a • Paperless Office for Apccounts Payable the main features and functionality of select call for assistance planning your upgrade. Checks and Deposits. ExtendedSolutionstoenhanceawiderangeof *ThisSageproductdirectionroadmapshould Three more Product Updates are planned modules, such as simpler processes for revers-be used as a product direction guideline only, forFall2010,Winter2010,andSpring2011 ing everyday transactions. Also planned is theand is subject to change at any time without for Version 4.4. expansionofeBusinessWebServicestoinclude notice. theabilitytoCreate,Read,Update,andDelete Sage ERP MAS 200 SQLd 4.45 Inventoryitems.Thisreleaseisplannedtoalso The Sage ERP MAS 200 SQL 4.45 include Sage ERP MAS 200 SQL migration page 4 • H ELPD ESK Newsletter IN THE SPOTlIgHT: Sage ERP MAS 90 and 2200 Version 4.40 —Product Updates 1 and 2 new setup options • Picking Sheets now print with back order lines • You can have multiple earning pcodes per employee during a Payroll run • You can prevent the accidentalp posting of costs to a closed pjob in Job Cost With Product Update 2: • A new Pre-Installation Scan hpas been Beth McNeill added to ensure data integrity prpior to installing the Product Updates age ERP MAS 90 and 200 Version 4.40 S has arrived and with it, some great new• Paperless Office can npow process, send Contact and retain Accounts Payable checks, Information features in Product Updates 1 and 2. TheseupdateshavetakenSageERPMAS 90 stubs and remittance advices pcreated for SWK Technologies, Inc. the ACH Electronic Payments in PDF and200outsideofthe“box”andhaveaddeda Debbie Berndt needed“KICK”tothestandardsoftware. format Client Account Executive • Bank Reconciliation has psome powerful (973) 758-6128 email@example.com With Product Update 1: new features, such as Positive Pay • You can now enter A/R Cash Receipts Export, control over adjusting entrieps, Livingston, NJ by invoice number, in addition to tphe and the ability top automatically reconcile (973) 758-6100 standard customer number checks based on a pfile provided from Plainview, NY (631) 271-6401 • Wire Transfers can now be entered in your financial institpution Accounts Payable Manual Check Entry • Accounts Payable now has ACH Syracuse, NY Electronic Payment capability (315) 451-3577 • In Sales Orders, you can prevent the Buffalo, NY re-use of a customepr’s Purchase Order With all this added functionality, Sage (716) 656-7707 ERP MAS 90 and 200 version 4.40 will number Greenwich, CT • You are able to quick pripnt a Picking increase efficiency, save time and money and (203) 987-3085 the environment. If you are interested in see- Sheet from Sales Order Entry, with or without the prinpt screen selection ing these new features, contact our Client window opening Account Executive, Debbie Berndt at 973- Request Information • You can see where a sales order is in use,58-6128 or email her adebbie.berndt@ when printing a Picking Sheet, with the swktech.com . and can be distributed by licensee until 01/31/2011 at which time the licensee must cease distribution and use of this content unless permission in writing is obtained from Tango Marketing LLC. Reproduction in whole or in part without mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. Sage, the Sage logos, and the Sage product and service names