Sage 300 - The Road AheadSession number: MM-7612
Date/time: Tuesday 12:30/Wednesday 11:00
Speaker: Jacqueline Li
Twitter: @JacquelineLi
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• Sage 300c Vision
• 2016 review
• What’s new in Sage 300 2017
• What’s new in Sage CRM 7.3 SP2
• A look ahead into next year
• Q&A
Agenda
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We energize the success of businesses and communities around the world
through the imagination of our people and smart technology.
Sage Vision
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Sage 50
Sage 100
Sage 300
HRMS
Construction
Modernization—bridging the past to the future
Leveraging modern technology to
invest in current products to meet
tomorrow’s expectations of our
customers and partners
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Our customer needs and expectations are evolving
but business cannot be disrupted
Technology Consumer
expectations
Business
expectations
Sage 300c vision
Delivering on modernization
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Modern-looking user interface
Mobile access across multiple devices
Full integration of payments and payroll services
Functional enhancements delivered as Features as a Service
Cloud services to connect with the ecosystem
Improved integration, customization, and upgrades
Modernization bridges the gap between on-premises and
the cloud to create a hybrid cloud solution
What does it mean to you?
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More efficiently execute today’s tasks
Automate more manual activities
Work more effectively with your ecosystem
Solve more of your business problems
Extend help to more users inside and outside of the building
Sage 300c
Microsoft SQL database
Business logic for application
(General Ledger, Accounts Payable, Accounts Receivable, Order Entry, Purchase Order, Inventory, + Payroll & more)
Desktop Application
(Microsoft Windows Screens
Desktop ISVs)
Cloud Applications
(HTML 5 Web screens, Cloud ISVs)
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Modernization journey to date
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November 2015
• Sage 300 2016
February 2016
• Sage 300 2016.1
May 2016
• New Direct Deposit service for US payroll
August 2016
Sage 300 2017
• Free for customers on US payroll
subscription
• Pay employees by creating an ACH file
and let Sage pass it to the bank
New Direct Deposit Service (US Payroll)(May 2016)
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Sage 300 2017
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Increase company-wide business visibility with notes
Optimize and forecast your inventory
Process incoming payments faster
Customize and improve your user experience
When creating a note, you can
• Apply simple formatting
• Specify Customer/Vendor/Inventory Item
• Specify active date (can be future)
• Decide whether or not the note is dismissible
Full audit trail – you can always see who last
modified the note and when
Creating a note
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Credit card quick-charge
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Charge a customer with a click of the mouse!
Remove fields and labels in web screens you don’t use
Screen size re-adjusts when fields are removed
• Helps with simplifying web screens that are data-heavy
New to web: edit labels of fields
Web screen customization
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Web screen improvements
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Above screen fold1280 x 800 pixels
Before
After
Full-width screen support
Optimized entry fields layout
Supported versions of Sage 300
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• Sage 300 2017
• Works with Payroll version 7.3
• Sage 300 2016
• Works with Payroll version 7.2
• Sage 300 2014
• Works with Payroll version 7.2
New Lite Outlook integration
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File Outlook emails to Sage CRM
Attach Sage CRM documents to Outlook
emails
Add contacts from Outlook to Sage CRM
Integrate Sage CRM with Outlook in a 64-
bit environment.
An Exchange Integration in Sage CRM is
not a requirement for Lite Outlook
Integration
Outlook Exchange integration enhancement
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When a synched meeting occurs in the past, changes made to that
meeting in Sage CRM will no longer need to result in an update being
sent to Outlook users.
A new Synch Option “Send Updates for Past Appointments” is
available to the administrator to control behaviour when configuring the
integration.
Sage CRM 7.3 platform support
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Microsoft Windows Server 2016
Microsoft Exchange Server 2016Microsoft Office 2016
Microsoft SQL Server 2016
Citrix XenApp 7.6
Latest version of Exchange 365
Coming to Sage 300 in the coming year…
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Generate financial reports from the web screens
E-Invoicing
Accounts payable automation integration
Pulling bank transactions to Sage 300
New Sage CRM integration using Sage 300 web screens
Ability for 3rd party developers to add controls to existing web screens
Additional web screens
Generating financial reports from web screens
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Generate Financial Reports on
the web via Sage Intelligence
E-Invoicing
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SAGE 300 Printing Copying forarchiving
Archiving Folding, stuffingin envelope
Stamping PostalNetwork
CUSTOMERUSER
SAGE 300 SelfService
CUSTOMERUSER
Pulling bank transactions to Sage 300
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Reconciliation UI and logic for existing Invoices
Bank Feeds
In-Product Workflow
Triage discrepancies manually
Additional web screens
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2017.1 (December 2016)
• OE Shipment Entry
• OE Invoice Entry
2017.2 (April 2017)
• Full Financials
2018.0 (September 2017)
• Web Inquiry Tool