October 2011

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of

its product direction.

The information is subject to change at any time without notice.

As Sage develops products using an Agile development methodology, any one of the milestones, features, release periods

or versions could change. None of the information should be interpreted as a commitment on the part of Sage.

A global publicly traded company

Over 13,000 employees

Over 6 million customers

Over 25 years of experience

Sage is #1 Worldwide*

Source: *IDC #220937, Worldwide ERP 2008 Vendor Analysis, published December 2009. Based on ERP revenue small business; <1000 employees

Microsoft

10%

Sage 15%

Oracle 10%

Others 51%

SAP 10%

Intuit 6%

Sage Overview

Market Finances Customers

Global company with over 13,400 employees Revenue of $2.24B

for FY2010

Provide advice to customers through 1.7

million support contracts

6.3 million customers worldwide

Market capitalization of approximately $4.3

billion

Manage around 40,000

customer calls each day

One of the market

leaders in the UK, North

America, Europe, South Africa and Asia

Made over 40 acquisitions since 1991

Work with over 27,000 reseller partners and

over 40,000 accountants worldwide

Sage ERP strategic product

Fully integrated business management solution

Superior architecture that grows with your business

Collaborative ecosystem of authorized resellers, consultants and CPAs

Sage ERP MAS 500 Serving over 2.100

customers

Sage ERP MAS 500 Roadmap Serving over 2.100

customers

7.4 Product Update 1 Q3 2011 • Credit Card sale Exceeds Pre-authorized Amount • Print ACH Remittance

Version 7.4 June 2011

• BIE export and performance • Customer Overpayments & Refunds • Landed Cost Improvements • UOM Improvements • Manufacturing Workflow & Posting • Server Smart Update

Intelligence Q4 2011 • Reporting Tree • Report distribution • Performance

Version 7.5 Q4 2012

• Multiple e-mail doc transmittals • Mfg Batch Entry • Expanded Customizations • Customizer Improvements • Import Cash Receipts • Mass Pricing Updates • Sage Exchange

Intelligence Q1 2012

Version 7.6 Q2 2014 • Sales Order Usability Improvements • Connected Services • TCO Improvements • Sage Advisor

• FRx Conversion Utility

2011 2012 2013 2014

Date

Sage ERP MAS 500 Version 7.4

Released June 2011

Version 7.4

Business Insights

Core Financials & Distribution

Unit of Measure Improvements

Sage ERP MAS 500 V7.4

Manufacturing Improvements

Landed Cost Improvements

Export to Excel, Excel Template, PDF, XML

Export All Data or Data In Grid

Quick Filters

Performance Improvements

New Views for UOM and Landed Costs

Version 7.4 – Business Insights

• Overpayments • Refunds from

Cash Receipts

Accounts Receivable

• Override Primary Vendor

Inventory Replenishment

• Negative Line Items

Sales Order

Version 7.4 – Core Financials & Distribution

Apply freight to item auto generates landed cost

Define landed cost types independent of specific item or vendor

Receipt lines use per-unit percent of cost or flat amount per unit

Receipt total and allocates by cost, quantity, weight, volume or manually

Override allocation method and/or change the cost amount

Override calculated line unit cost (with proper security)

Version 7.4 – Landed Cost Improvements

Expanded decimal precision in data tables • Stored in expanded precision • Displayed in user defined precision

Flexible rounding methods for base (smallest) UOM

UOM stored with transaction records

“Auto Adjustments” to prevent “invisible” quantities

Physical Count records quantity in both precisions • Displayed in rounded quantity

Bin transfers in any UOM

New Item UOM BIE view Inventory Reporting in alternative UOM

Version 7.4 – Unit of Measure

Complete work order steps without issuing material Enable reversal of progress and production entries Designate manufacturing preferred bins Backflush from bin-tracked warehouses Use transaction date as post date for manufacturing transactions

– Single point of control, selection filters

– Automatic batch generation

Version 7.4 Manufacturing Enhancements

Learn more about Version 7.4

Pre-Release Guide Top Reasons to Adopt 7.4 Release Launch Messaging Document Partner Marketing Resource Center http://www.youtube.com/user/lscade

Anytime learning course http://sageu.com/mas500

Sage ERP MAS 500 v7.4 Product Update 1

Now Available!

Adjust Credit Card for more than pre-authorization By popular request from www.sagemas.com/MAS_500_feedback

Ability to post-authorize for an amount in excess of pre-authorized amount to allow for freight, etc.

7.4 Product Update 1

Available Now!

Ability to Print ACH Remittance Advice By popular request from www.sagemas.com/MAS_500_feedback

Ability to print a Remittance advice when using the ACH process

7.4 Product Update 1

Available Now!

• Released Approximately Quarterly

• May Include Feature Enhancements

• Vehicle for Year End Updates

• Sage Advisor Enhancements Delivered

• Technology Updates Included

Ongoing Product Updates

Date

Sage Connected Services

On Demand Solutions

Sage offers a number of connected services to help optimize your business

– Sage Sales Tax, powered by AvaTax

– Credit Card Processing, powered by Sage Payment Solutions

– Business credit monitoring services, powered by Experian

Sage Connected Services

Makes paying sales tax simple for any business Automatically performs address validation, sales tax jurisdiction research, and rate calculation

– Seamlessly integrated with Sage ERP MAS 500

– Covers all sales tax jurisdictions in US and Canada

Protect yourself from the risk of an audit Eliminate the need to research and maintain sales tax codes or schedules Set best practices in sales tax compliance Get back to focusing on revenue-generating activities!

Sales Tax for Sage, powered by AvaTax

A Sage Connected

Service

Auto-Address – Decrease data entry time and reduce shipping rates with the

best source of address data in the country

Auto-Jurisdiction – Auto-Jurisdiction returns correct jurisdiction and sales tax rate

for each transaction

Statutory Requirements – Reduce audit risk and ensure that you are charging the correct

amounts, 13,000+ jurisdictions and counting

Reporting – Access all data securely online with ease

– Consolidate data on multiple companies

Returns – Automate the entire returns process and collect sales tax

information from various internal and external sources

Sales Tax for Sage A Sage Connected

Service

Learn more at http://www.avalara.com/Sage

Overview video http://www.avalara.com/Media/Flash/MAS90andMAS200/WalkThroughMAS.swf

Online demo http://www.avalara.com/Media/Flash/MAS90andMAS200/index.html

Automatically connects to Merchant Accounts for credit card authorizations and settlements

Complete, secure, 24/7 online transaction reporting

– Compliant with Visa and MasterCard Payment Card Industry (PCI) data security standard

– Stored credit card numbers are encrypted

– Credit Verification Version 2 (CVV2) to help verify card authenticity

– Multiple address verification options add an additional layer of credit card authentication

Credit Card Processing Powered by Sage Payment Solutions

Sign up for a Sage Merchant Account

– Call 1-800-477-8574 to get connected with your personal Sage Payments Account Executive

Call your Sage Business Partner to order the no-charge Module

Credit Card Processing

Learn more at www.sagemas.com/demo

PCI Compliance Information www.sagemasinfo.com/M500PCI

Anytime learning course http://sageu.com/mas500

Credit Card Processing Module http://www.sagemas.com/products

Powered by Experian offers Sage’s business customers

– Easy to read business credit reports on their company, or on their customers

– Business credit monitoring and alerts

Access business credit reports at – http://www.smartbusinessreports.com/?link=1241

Sage SmartBusinessReports

Free module with

Version 6.0

A Sage Connected

Service

Microsoft SQL Server

Now available from Sage

Microsoft SQL Server available from Sage – Offers same functionality and performance as Microsoft SQL

Server 2008 R2 Standard edition

– For use with Sage products and integrated solutions

– No restrictions on users or database size

Licensing – Client Access License (CAL) per user - $175

– Per Processor License for unlimited users - $5,000

Microsoft SQL Server Runtime Edition

Sage ERP MAS 500 on the Web

Web Solutions

On-line Customer Self-Service

Access anytime,

anywhere Supports Credit Card Processing

Remote Access

B2B and B2C Capabilities

Fully integrated solution Browser Based Multi-Company Support Streamlined order entry and RMA PO Receipt of Goods Processing Enter 3-Step Transfers

Sage ERP MAS 500 eBusiness Suite

All the features of eCustomer and eSalesforce

Plus RMA Inquiry

Enhanced Invoice Search

Backorder Inquiries

Advanced Filtering and User Fields

Portal Log

Sales Promotion Inquiry

Contacts Administration

Web User Administration

Sage ERP MAS 500 eBusiness Suite

Free trade-in of eCustomer or eSalesforce licenses available

Functional Areas Covered: Customer Maintenance

Customer Lookup

Customer Status

Recent Shipments

Recent Orders

Invoice History Inquiry

Payment History Inquiry

Sales Order History Inquiry

Shipment History Inquiry

Item Lookup

Price Lookup

Inventory Stock Status Lookup

Item Alias entry and lookup

Order Entry

Inventory Transfer Order Entry

“AutoShip” functionality with the Sales Order Module

Sage ERP MAS 500 Web Services

So much more than just B2B or B2C capabilities

Sage ERP MAS Intelligence

Sage’s FRx Replacement Solution

Complex reporting made easy – Business Intelligence in a familiar Microsoft Excel

interface

– Easily customizable “out of the box” financial, sales, purchasing, and inventory report templates and dashboards

Predefined financial and operations reports for management, sales, purchases and inventory Access to all modules and data (not just GL!) Dashboard and trend analysis reports Consolidation of multiple companies and databases User-level security

Sage ERP MAS Intelligence

Free trade-in of your FRx licenses

for Intelligence licenses available

Your data pulled directly

into Excel

Reporting Trees

Performance improvements

– Improve report load times by up to 700% for large databases

Report distribution – Email, publish file, or ftp file

Windows-based report shortcuts

Intelligence – What’s New

Available with v7.4 Product

Update 2

Utility to assist converting FRx files to Intelligence files The utility will

– Convert native columns like Actual/Budget columns

– Convert calculated columns that involve basic arithmetic

Proprietary FRx formulas will not be converted

– Map limited row formats to Report Designer row structure

Due to limited correlation between FRx and Intelligence row formatting, manual rework will likely be required post-conversion

– Convert Reporting Trees to the reporting tree structure implemented in the Report Designer (for v7.4 only)

– Convert Catalogs to layouts in the Report Designer if the Catalog’s column layout and the row format can both be converted

– Not convert multicurrency calculations

FRx Conversion Utility Target Availability Q1

2012

Learn more at http://www.sagemas.com/intelligence

Free anytime learning course http://www.sageu.com/mas500

The Sage ERP Learning Channel www.youtube.com/user/SageUERPLearning

Sage ERP MAS 500 Version 7.5

Version 7.5 - Themes Productivity

Customization

Sage ERP MAS 500

v7.5

Manufacturing

Version 7.5 – Sage Exchange

Integrated payment solution platform that provides – Credit card processing

– Mobile payments

– Push Pay

– Check 21

– Prepaid, loyalty and gift cards

For more information http://www.sagepayments.com/Sage-

Services/Sage-Exchange.aspx

Based on feedback from www.sagemas.com/MAS_500_feedback

Under consideration – Multiple e-mail recipients for document transmittals

– Means to perform mass pricing updates

– Reversal of Credit Memos applied to Debit Memos and Invoices

– Hard close of sub-ledger fiscal periods

– Track miscellaneous cash receipts in AR

– Import pending cash receipts

– Batch authorization for recurring credit card transactions

Version 7.5 – Productivity Feature Requests

Improved workflow and usability in manufacturing

Under consideration – Add scrap factor to material step to allow for

shrinkage

– Support use of non-inventory items in manufacturing

– Backflush setup hours option (always, once, never)

– Batch entry of material issues

– Delete or cancel work orders created in error

Version 7.5 – Manufacturing Feature Requests

Under consideration – Expand fields available in the form chooser

– UDF data flow from one module to another

– Call control events within Customizer Script Editor

– Customize grid lines in Enter Sales Order

– Additional API’s to isolate custom work

Version 7.5 – Customization Improvements

Enhanced customization capabilities

Upgrades survivability

Survivable customizations

Reduce costs associated with upgrades and updates

Under consideration – Smart Install Customization Report

– Smart Install Comparison Tool

– Auto Update Tool

Version 7.5 – Upgrades

Looking Ahead

Version 7.6

Reduced Cost of

Ownership

Version 7.6 Proposed Themes – Q2 2014

Sales Order Usability

Expand Sage Advisor

Capabilities

Connected Services

Version 7.6 Proposed Themes

Version 7.05 - September 30, 2011

Version 7.2 – September 30, 2012

Version 7.3 – September 30, 2013

End of Support Dates

For more details see http://infosource.sagesoftwareonline.com/s

w_attach/sso/SupportPolicy_MAS.pdf

Collaborate with other users -Sage ERP MAS Community http://community.sagemas.com Get Your Voice Heard - Enhancement Requests www.sagemas.com/MAS_500_feedback

Additional Resources

http://www.sageu.com/mas500 http://www.youtube.com/users/SageUERPLearning#p/c/3B5B584E67904C57 LinkedIn Group http://www.linkedin.com/groups?mostPopular=&gid=1963050&goback=%2Eanp_1963050_1295029703843_1%2Egmp_1963050

Get Connected

linda.cadeSagePM

@LindaCade1

Linda Cade

http://youtube.com/user/lscade

http://sageerpmas500users.wordpress.com

linda.cade@sage.com