What s New in Sage MAS 500 Version 7.2. May 2008

What’s New in Sage MAS 500

Version 7.2

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Overview of 7.2

• Continued Technology Leadership:

– .NET and Office 2007

• New Reporting and Data Integration Solutions

– Business Insights Dashboard – Data Import Manager

• New Shipment Management Solution

– StarShip Freight

• Usability Enhancements:

– Warehouse Automation – Project Accounting

– Sage MAS 500 Office - Memo Manager – Business Insights Explorer

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Technology Leadership

• Using the Latest Development Platforms

– .NET used to write 2 new applications:

• Business Intelligence Dashboard • Data Import Manager

• Leverage New SQL Server Technologies

– SQL 2005 SSIS (SQL Server Integration Services) used for Data Import Manager

• Latest Client Operating Systems

– Microsoft Vista with UAC (User Access Control) support

• Improved Desktop Productivity

– Office 2007 Support – Microsoft Project 2007

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Business Insights Dashboard

performance indicators (KPIs) • Uses .NET technology

• Replaces current dashboard tool, eExecutive, and

implements existing KPIs • Delivers ad hoc query

capabilities with Business Insights Explorer (BIE)

• Individual task security by KPI and Explorer task

• Add custom web parts • Add common URLs

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Business Insights Dashboard cont.

• Embedded Business Insights Explorer (browser version) • Ad-hoc query and drill-down • Personalized settings

assigned by Administrator

• BI Dashboard Licensing

– Free to all Sage MAS 500 7.2 users

– Additional Business Insights Users can be purchased separately

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Data Import Manager

• Provides a robust database integration mapping application • Uses .NET and SSIS (SQL Server

Integration Services) technology (requires SQL 2005)

• Includes a mapping wizard that

contains detailed knowledge of Sage MAS 500 database schema

• Supports one-time or regularly scheduled integrations

• Imports a variety of transaction and master file formats

– Sage MAS 90 or 200 (up to v4.05) – SQL Server, Access, Excel, ASCII,

Delimited (CSV), XML

• Update existing records

– Customers

– Vendor Items and Pricing – Add line to Open Orders

• Import definitions can be exported and transferred to other computers

Over 60 types of imports can be performed with Data Import Manager

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New StarShip Freight Module

• Integrates efficient packing and an

automated process into fulfillment of

larger shipments

• Supports less than truckload (LTL)

and truckload (TL) shipments

• Displays transit time and freight charges

• Reduces shipping costs with a rate shopping featuring

using FreightQuote.com carriers, customer-negotiated

rates, or a combination of both

• Prints Bills of Lading (BOL)

• Recommends an auto-pack based on previous shipments

• Freight charges and tracking information added to invoice

•

Will be released after the initial launch of v7.2

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Warehouse Automation

• Links MAS 500 user login to handheld login

• Allows picking on the handheld for orders using the quick pick process

• Supports pick by order or pick by shipment • Improved warehouse workflow options

– Can require customer number to be entered – Can require “scan each” for picks and packs – Improves inventory accuracy

• Automated emails to back office personnel

– Completion of pick (from pick list, sales order or shipment)

– Posting of purchase order batch

• Improved error messages on rejected scans • Handheld (DCD) Activity Report – audit trail

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MAS 500 Office Memo Manager

attachments, URL links

• Now available in all master file and transaction level records

• Replaces the current attachment functionality

• Allows memos to be associated with multiple entities (i.e.,

View/Edit Invoice and Maintain Customer)

• Some memos can be linked to one entity and viewed in another related entity (i.e., Enter Invoices and View/Edit Invoices)

• Provides inquiry access to

memos via a new Active Memos preview option in BIE

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MAS 500 Office Templates

• Leverages Microsoft Office Mail Merge functionality

– Create templates within Word

– MAS 500 user is taken directly to Word Merge wizard – Drag and drop MAS 500 data fields to the document

• For spreadsheets, export data to Excel • Supports Office 2007

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Business Insights Explorer Previews

• New “Where Serial Number Used” previews

– Allow customers to identify where a given serial number has been used

• Inventory Transactions, Shipment Lines, Customer Return Lines, Stock Receipt Lines, Vendor Returns Lines, Work Order

Transactions

• New Active Memos previews

• Vouchers, Invoices, Work Orders, Projects, Purchase Orders, Sales Orders

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Project Accounting Enhancements

• Flexible billing for outside service expenses and other

non-resource related expenses

– Enabled for Time & Material portion of projects

– Supports billing by an item’s standard cost, standard price, or actual cost

• Enhanced drill down from General Ledger into

transactions related to projects

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Documentation Enhancements

• HTML help

• Multi-media tutorials

• Shared index and shared search across all modules

• Print an entire book of related Help

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Multimedia Tutorials

• Initial set of Multi-media tutorials included with 7.2

– Introduction to Sage MAS 500:

• Navigating the Desktop • Customizing the Desktop • Entering Data

• Working with Memos • Learning About Lookups • Viewing Inquiry Data

• Working with MAS 500 Office • Printing Reports and Lists

• Discovering Additional Resources

– Business Insights Dashboard:

• Introduction to Business Insights Dashboard • Adding Content to a Dashboard

• Editing Content on a Dashboard • Creating a Shared Dashboard • Viewing Data in Explorer

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Third Party and Sage Products

• Sage Products

– Sage Abra HRMS v7.6 – Sage FAS 500 v2008.1

• NOTE: To fully comply with the new U.S. Federal Economic Stimulus Package, you will need to install FAS 2008.1 and then apply the

Economic Stimulus Service Update to bring FAS up to 2008.1.1

– Sage Timesheet v9.7

• Third Party OEM Products

– Crystal Reports v10.0 – Microsoft FRx v6.7 SP 9 – StarShip Parcel v9.9.3 – StarShip Freight 10.0.1

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Retirements

• Sage MAS 500:

– Version 6.3

• December 31, 2009 retirement of all technical support and product updates

• Final tax update will be delivered in January 2010

– Version 7.0

• May 31, 2009 retirement of all technical support and product updates

– Recommend customers upgrade to new version 7.2

• eExecutive

– Replaced by Business Insights Dashboard

• FRx 6.5 Note:

– Microsoft is retiring support & product updates in June 2008 – Recommend upgrading to FRx 6.7

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Release Timing

Autoship to Partners

(including SDK and Source Code)

May 22-23, 2008

Autoship to Customers on Maintenance June 2-4, 2008

New Customer Orders May 22, 2008

Milestone Date