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Sage MAS 90 and 200 Virtual User Group Meeting

What’s New in Version 4.4

November 18, 2010

Presenters:

Bob Whalen

Teresa Grady

STRICTLY PRIVATE AND CONFIDENTIAL

Agenda

• Recap of What’s New in v4.3

• Extended Solutions – What Now?

• What’s New in v4.4

• Sage MAS 90 and 200: Road Ahead

• Recap of MAS Intelligence

• Sage Summit

• Questions and Answers


Sage MAS 90 and 200 version 4.3

Focus on requested enhancements

• Enhanced Business Insights capability

– EXPLORER VIEWS!!!

• Paperless Office incorporated

• Additional AP and Payroll tax electronic reportingtools

• Payroll Direct Deposit

• MAS Fixed Assets

• Many minor enhancements


Sage MAS 90 and 200 Extended Solutions

Extended Solutions Retired in V4.3

• Many will be rolled into the standard product infuture updates

• Extended Solutions not being rolled forward

– Sage Software selected a list of ‘Master Developers’ tosupport the other extended solutions

• Your take away

– You can still upgrade if you have extended solutions



• Completion of Framework

• Parallel Migration

• Customer Number Expansion

• Item Number Expansion

• Usability Improvements

• Customizer Enhancements

• Web Services



Inventory, Purchase Order, Bill of Materials CapabilitiesRealized by Business Framework

• Dual Grid Entry

• Memo Manager

• Batch Manager

• CustomizerEnhancements

• Hyperlinks

• Crystal Reports andForms

• User/Date Timestamps

• Right-Click Menu

• Reports & Forms

– Saved Report Settings

– Keep Window Open AfterPrint or Preview

• Setup Wizards

• PTD/YTD based on Detail

• Security Flexibility

– Create/Modify/View/Control

– Security Events

• Object Interface



Parallel Migration

• Key benefits

– Migrate Sage MAS 90 or 200, v3.71 and up, to v4.4

– Removes Time Constraints

– Customer will be able to Continue their BusinessOperations During their Upgrade

– Re-Migrate Current Data to the New Installation

– Migrate to Same Server or a Different Server



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• Parallel Migration Wizard

– Data files

– Images (Ex: Item Maintenance | Additional tab | Image)

• Link Maintenance Utility

– Memo Attachments

– Office Templates

– Paperless Office PDF

Parallel Migration



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Customer Number Expansion From 7 to 20 Characters

• Division Remains 2 Characters

• Implemented From Accounts Receivable Setup |Options

• Expansion By Company

• New License Installation Will Be 20 Characters



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Item Code Expansion From 15 to 30 Characters

• Includes IM Item, Miscellaneous Item and Bill Number

• Implemented From Common Information Setup |Options

• Expansion By Company

• New License Installation Will Be 30 Characters



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Global Enhancements

• Business Desktop

• Persistent Zoom on Report Preview

• View Alias Item info Throughout System

– Data Entry Screens

– Inquiry Screens

• Quantity Decimal Precision



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Business Desktop Highlights SageCommunity

Forum.

IdeaScopeRealtimefeedback.



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Common Information

• New– Miscellaneous Item Detail Transaction

Report

– Allow Entry of Expanded Item Code

– Years to Retain Item History

• Relocated to Common Information– Number of Decimal Places from IM

Options

– Purge Item History

– PO & BOM Miscellaneous ChargeMaintenance Tasks

• Purchase and Quantity History

• GL Accounts



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Inventory Management – Increased Usability

• Standard Cost Adjustment Register and Update

• Physical Count Entry

– Prints Current Quantity on Worksheet

– Pre-populates Expected Quantities in Entry

• Print Current or Historical Standard Cost

– Inventory Valuation Report by Period

– Inventory Trial Balance



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Inventory Management – Increased Usability

Reports Available in Landscape & Portrait

– Inventory Detail Transaction Report

– Inventory Valuation Report by Period

– Inventory Trial Balance



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Standard Cost Adjustment Register and Update

• Modeled after Automatic Cost/Price Change

• Includes Adjustments Updated to GL

• Removed Ability to Adjust from IM Maintenance

– Item with a Zero Quantity May Still be Adjusted from IMMaintenance

– Item with Quantity can Only be Adjusted Through thisUtility

• System Activity Log will Indicate the Start, Finishand Number of Items Updated



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• Cost Change Methods• Percentage• Amount• Select & Manually

Enter Value



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• Adjustment Entry – View, Change or ManuallySelect Items



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Purchase Order - Increased Usability

• Drop Ship

– Receipt History Included in PO Purchase History

– Lines Populate PO, Regardless of Primary Vendor or ItemVendor Maintenance

– Optionally include Drop Ship Lines from SO if PO VendorMatches any Vendor Assigned to that Item

– Auto-Generate a Single Order for Multiple Items to SameCustomer



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Purchase Order - Increased Usability

• Back Order Fill Report - PO Receipt of Goods– Purchase Order Options – Printing

• Sort By – Sales Order, Customer Number, Bill To Name

• Only Print Items Received – Only includes Items Received witha Backordered Quantity on a Sales Order

• Include All Sales Order Lines – Includes all SO Demand forItems Received

• PO Variance Register and Update– Calculations and Register Occur Before Receipts Update

• Receipt Labels – Receipt of Goods Update– Offered to Print Receipt Labels Before Update Prompt



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Bill of Materials - Increased Usability

• Bill of Materials Maintenance

• Bill of Material Inquiry & Where Used Inquiry

– More Relevant Information Displayed

– Easier to Read & Understand

– Drill Down & Around

• Picking Sheet Printing



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Demonstration


Customizer – The Next Generation

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• MAS 90 Events Run without User Interaction

• Automatically Total Detail Numeric UDFs to a HeaderUDF

• Cumulative Calculations on Multiple Records

• No ProvideX Programming Skills Required – VBScripting

• Customizations Survive Upgrades

• Create in your office, Export, then Email to Customerto Import


Sage MAS 90 and 200: The Road Ahead


Sage MAS Intelligence


Sage ERP MAS Intelligence: What is it?

• Sage ERP MAS Intelligence or “Intelligence” is a easy-to usereporting tool based on the familiar Microsoft Excel®application. With Intelligence you will be able to createreports and analyze data. Intelligence is a module of MAS.

• Is Intelligence an alternative solution for FRx and F9customers? Yes.

• Is Intelligence one product, or are different types of licensesand modules available? Intelligence is available for differentuser levels and multiple databases.

• Report Viewer License

• Report Manager License

• Report Designer License


How Do I Download Intelligence?

• You will need:• Your Activation Code

• Your Account #

• 45 – 60 minutes for the download.

• Go To:www.sagesoftwareonline.com

or

http://www.sagemas.com/lp/sagemas/SMI/index.html

• Please contact Schneider Downs for any assistance with theDownload, Module Set-up, Training or Report ConversionAssistance.

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What is the cost?

• All on-plan Sage ERP MAS 90 and 200 (v4.4)customers will receive one free Intelligence ReportManager license.

• If customers purchased additional FRx and/or F9licenses and/or modules, they will receive anequivalent product mix.


If customers want to purchase additional license and/ormodules, what will the cost be?

Report Manager Licenses $1,000 U.S.

– Author new reports (organize, create, edit), Filter and aggregate data, Setpermissions/security for reports, Per user/workstation

Report Viewer Licenses $250 U.S.

– Basic editing capabilities (filter/change parameters), Drill-downfunctionality on existing reports and templates, For staff members whodo not need to create new reports, Per user/workstation

Connector Module $2,000 U.S.

– Simplifies day-to-day operational tasks of financial managers, Accessinformation from multiple sources, Consolidation of data from multiplecompanies, Allows for connectivity to unlimited ODBC data sources

Report Designer Module $1,000 U.S.

– Support business strategy and decision making, Advanced analysis oftrends and what-if scenarios, Utilize built-in Microsoft ExcelPivotTables® to provide an easy-to-use, drag-and-drop design system

For a limited time any current on-plan FRx and F9 customers who did notreceive a Intelligence Report Designer and/or Intelligence Connector Modulecan opt in to receive the Intelligence Report Designer for free and theIntelligence Connector Module for 50% off the regular listed price. However,software maintenance rates still apply.


How do I get more information?

• Sage ERP MAS Intelligence Web-Site

http://www.sagemas.com/lp/sagemas/SMI/index.html

• Schneider Downs Website

http://www.schneiderdowns.com/sage_mas_90_200



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• Product Updates deliver both fixes and product

enhancements every 3-6 months as an ongoing

valuable benefit of maintenance & support plansValue for Maintenance



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Product Update 1 Highlights:• Eight Extended Solutions incorporated and new enhancements across

• Accounts Receivable• Accounts Payable• Sales Order• Payroll• Job Cost• Inventory

Product Update 2 Highlights:• Four Extended Solutions incorporated and new enhancements• Bank Reconciliation

• Import cleared check file from your bank• Positive Pay export to your bank

• Accounts Payable• ACH payment file creation

Product Update 3 Highlights:• Bank Reconciliation – Post to General Ledger• Compatible with Microsoft Office 2010


Sage ERP MAS 200 version 4.45 (SQL)

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Sage ERP MAS 90 and 200 V4.5

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Sage Summit

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Introducing a whole new conference experience in 2011.

Sage partners will join Sage customers at the next Sage Summit! Theevent will feature partner-focused tracks July 10–13 and customer-focused tracks July 13–15.

Learn more about Sage Summit 2011 go to www.sagesummit.com


Questions?

Thank you for attending today’s webinar.

PresenterPresenter

Bob [email protected]

SalesSales

Teresa [email protected]