Sage 300 ERP 2012 includes enhancements to user experience, functionality, platforms, and integrations. Key updates include visual process flows, table line shading, an improved finder, expanded inquiry functionality, the ability to reverse GL batches, and new integrations with Sage CRM, Intelligence Reporting, Payroll, Budgeting & Planning, Payments, and Alerts by Vineyardsoft. The new version also supports additional platforms like Windows 8 and Office 2013.

1. Introducing Sage ERP 300 – 2012
the new version
Presented By: Jenny Garbuzova

2. Sage 300 ERP Release Timelines
Sage ERP 2013
Product Updates
Sage ERP 2012
September 2012 December 2012 June 2013
2012 2013

3. Sage 300 ERP 2012 Release Highlights
Sage CRM Integration
Customer
Relationship
Platforms Management
Connected Sales Sage Payments
Services Management
System
Management Financials Functionality
Sage Advisor Sage 300 ERP
2012
Business Purchasing User Experience
Intelligence Management
Reporting
Inventory
Manufacturing Management
Payroll

4. Top ideas from www.Sage300ERP.comfeedback

5. User Experience
Visual Process Flows
Table Line Shading
Improved Finder
Documentation

7. Sage Visual Process Flows
• Version 2012 will include out-of-the-box
Process Flows for:
• GL transactions
• Bank transaction and reconciliation
• AR transactions
• AP transactions
• OE transactions
• IC transactions and inventory management

9. Table Line Shading
- Table rows in grids are displayed in alternating shades to make reading information easier

10. Improved Finder
With Microsoft SQL Server the Finder now uses case-
sensitive collation
For example, if you searched for records that contain "client"
records that contain "Client" or "CLIENT" will now also be
returned

11. Documentation
Improved Help for OE and PO – readability, usability and
accuracy
Guides are back - PDFs for OE, PO, and Payments
Help videos available in Portal Learning
Center and http://www.youtube.com/user/sage300doc
New translated content - Help and Guides

12. Functionality
Operational Data Inquiry
Order Entry Improvements
Reverse GL Batches
Multi-company License
Sage Advisor Update
Platforms

13. Functionality
Expanded Inquiry functionality to support custom queries
and smart lists on your operational data, including:
Inventory
Items/History
Orders/Sales History
Purchase Order
Transactions/History

14. Order Entry Improvements
Know who created the order – “Entered By” field
Understand why an order is on hold – “On Hold Reason”
field
Track shipping information more easily
“Deliver By” date field added
“Ship Via”, description, and “Tracking No“ fields moved to
Order Tab
Create a PO directly from OE
Create a copy of the current Order
Print an OE Invoice directly from AR Inquiry

15. Reverse GL Batches
If you find any errors while reviewing the report content, you
can now quickly reverse an entire General Ledger Batch with
a new option in Batch Entry, rather than just one entry

16. Multi-Company License
Lower your total cost of ownership with Version 2012, when
multiple Companies are accessed within Sage 300 ERP on
the same computer by the same User

17. Sage Advisor Updates
Sage Advisor Update notifies you when updates are available
for the Sage products you use. You can use this console to
set notification options
review information about available updates
download updates
monitor the status of your Sage Business Care account

18. Schedule When
to Check for View available Easily Download
Updates updates Fixes and
Updates

19. New Supported Platforms
Microsoft
– Windows 8
– Office 2013
– Small Business Server 2011
Databases
– Microsoft SQL Server 2012
– Pervasive 11
Virtualization Platforms
– Microsoft Hyper-V

20. Report Enhancements
IC Inventory Worksheet – Exclude inactive inventory items
IC Inventory Reconciliation Report –Exclude inactive inventory
items
GL Chart of Accounts Reports - Exclude Inactive Accounts
GL Transactions Listing Report - Filter by Range of Fiscal
Years on (in Product Update)

21. Checkbox to include or
exclude Inactive Items in
Inventory Worksheet and
Inventory Reconciliation
Reports

22. Ability to Exclude
Inactive Accounts from
GL Charts of Accounts
Reports

23. Ability to Enter a
Range of Fiscal Years
in the GL Transactions
Listing Report

24. Integrations
Sage CRM
Sage Intelligence
Reporting
Sage Payroll
Sage Budgeting & Planning

25. Sage CRM v7.1 SP2 Functionality
Multi-browser support
Mail Merge
Document Filing
Sage CRM for Tablet
Sales Commission Splitting

26. Sage Intelligence Reporting
New Designer Add-In
Easier to use
Better performance – in-memory processing
New Report Templates
Report Distribution
Reporting Trees
Automatically installed with General Ledger

27. Multiple Multiple
Years Budgets

28. Payroll
Coming in a
Sage Source Product Update
Calculate Garnishments on wages
Child support payments with
support of electronic payments
Report updates
Employee Earning distribution –
spilt employee earnings between
several GL accounts
Workers compensation included as
a regular tax - now calculated
during payroll processing

29. Sage Source
Coming in a
Included with new Payroll Product Update
Employee self-service web portal to access
Pay Stubs
Company announcements

30. Sage Budgeting and Planning
Shorter planning cycles through collaborative budgeting
Security and access control
Web accessibility
Seamless integration with ERP data
Functionality
Automated Consolidation
Ability to handle “Rolling Forecasts” and copy forward
Highly Configurable
Great Price/Value ratio

31. Connected Services
Sage Payments
Sage Shipping by
SmartLinc
Sage Alerts by
Vineyardsoft

32. Connected, data
Disconnected, Sage
is moved into the
these are Exchange
payments hub.
commodities. Portal
Connected
Sage Exchange
Payments Hub Payment
Payment Connected Connected
Devices Networks
Connected
Sage ERP
Desktop PCI Free Zone

33. Sage Exchange Portal
Real time updates of your consolidated payment activity
across entire organization
Platform for electronic payment processing

34. Credit Card Swipe When Cards are Present

35. Mobile Cash Payments
Turn your mobile phone into a
payments device
End-to-End encryption and PCI
compliant with a credit card reader so
you can get the lowest "card present"
rates
No additional fees for mobile
transactions
Works on more than 400 mobile
devices

36. Mobile Cash Payments
Optional „Card
Swiper‟
Securely login Optional signature
capture for the lowest
Enter amount, tax Add additional invoice credit card rate
and tip if applicable information.

37. Sage Shipping by SmartLinc
Multi-Carrier solution
UPS, FedEx, USPS – US and
Canada
Produces carrier compliant shipping http://www.smartlinc.net
label
Updates all ship data and costs back
to ERP
Tracking number
Cost of Shipment
Automatic email notification to
customer
Maintains shipping history

38. Sage Alerts by Vineyardsoft
Business Activity Monitoring
Notifications to staff of critical
business issues
Identify trends of problems across
the entire system
http://www.sageknowledgesync.com
Combines and analyses information
from multiple systems

39. Learn more about Sage 300 ERP 2012
www.Sage300ERP.com/2012release
Sage 300 ERP product blog
http://sage300erpinsights.com
Sage 300 ERP documentation YouTube channel
http://www.youtube.com/user/sage300doc
http://www.sageknowledgesync.com
SageU YouTube Channel
http://www.youtube.com/playlist?list=PL71CC436DE250DB34&
feature=plcp