Sage Accpac ERP v5'5

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Sage Accpac ERP v5.5

• Hemant Makhija
• Director, Product Management

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Before We Begin

• How many of you are on the latest version of Sage
  Accpac ERP 5.4?
• If not, why?
• What is that one thing you would want to see
  improved/changed in Sage Accpac ERP?

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Key Concepts and Terms

• Dashboard
• A user interface that organizes and presents
  information in a way that is easy to read. The
  name refers to the fact that it can sometimes
  look like the dashboard of a car. Also known as
  cockpits or scorecards.

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Performance

• Especially for MS SQL Server, DB2 and Oracle
• Streamline operations
• Reduce memory usage
• Remove redundancies
• Make use of more SQL procedures
• Clone the System database into the Company
  database
• Doing heavy benchmark testing
• Including under load from large number of users

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System Manager

• Ability to enter taxes on entries in Bank
  Reconciliation
• Ability to download statements in OFX 2.0 format
• Support for reversing both the payment/receipt
  and the invoice when reversing/returning a check
  (read cheque)

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System Manager
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General Ledger

• Account Rollup in G/L
• New revaluation methods to meet the International
  Foreign Exchange Reporting Standards for GAAP for
  exchange gain and losses (GL, AR, AP)
• Do not allow a batch to be posted if its being
  edited or imported (GL, AR, AP)
• Ability to post batches concurrently (GL, AR, AP)

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General Ledger
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General Ledger
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General Ledger

• Separate batch post and entry rights to better
  separate duties (GL, AR, AP)
• Allow multiple users to enter entries to the same
  batch
• 10 New Sample FR Specs

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Accounts Payable

• Ability to enter advanced credits (similar to AR
  feature)
• Ability to specify job information (contract,
  project, category, and resource) on recurring
  payables
• Support for reversing both the payment and the
  invoice when reversing a miscellaneous payment

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Accounts Payable

• Ability to specify all accounts that affect a
  document when the document is entered (AP, AR)
• Specify G/L accounts in distribution sets instead
  of just distribution codes (AP, AR)
• Enhance Recurring Payables track posted vs
  unposted invoices, support generating 'n times',
  support one-off generation of invoice (AP, AR)
• Add default detail tax class to Vendors, Vendor
  Groups.
• FAS Integration in Invoice Entry/Posting

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Accounts Payable

• Enhance Aged/Overdue Payables and Aged Cash
  Requirements reports option to subtotal each
  sort/group by, show group headers on report,
  select transaction types to be shown, option to
  suppress paid documents.
• Enhance Vendor Transactions report option to
  subtotal each sort/group by, show group headers
  on report, option to suppress paid documents.
• Enhance Aged Retainage report option to subtotal
  each sort/group by.

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Accounts Receivable

• Support for reversing both the receipt and the
  invoice when returning a miscellaneous receipt.
• Ability to specify by customer whether the
  customer allows backordered quantities.
• Ability to specify by customer the method in
  which duplicate purchase order numbers are to be
  handled in OE.

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Accounts Receivable

• Ability to specify job information (contract,
  project, category, and resource) on recurring
  charges
• Ability to specify source types used for GL
  transactions
• Enhance the ATB report to include slow paying
  customers when the 'Include Only Customers Over
  Their Credit Limits' option is selected
• Add default detail tax class to Customers,
  Customer Groups, Ship-To Locations

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Accounts Receivable

• Enhance Aged Trial Balance report option to
  subtotal each sort/group by, show group headers
  on report, select transaction types to be shown
• Enhance Customer Transactions report option to
  subtotal each sort/group by, show group headers
  on report, select transaction types to be shown,
  option to suppress paid documents.
• Enhance Aged Retainage report option to subtotal
  each sort/group by.

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Inventory Control

• Ability to specify start and end dates for price
  lists.
• Ability to internally consume inventory
  (including FAS integration)
• Allow already-printed Transfer Slips not to be
  printed again
• Ability to inquire on the quantity on sales
  order, quantity on purchase order, and committed
  quantity in Location Details

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Order Entry

• Integration with Project and Job Costing
• Ability to calculate backordered quantities based
  on customer options
• Prepayments on shipments
• Ability to check that a duplicate order is not
  being entered for customer based on the
  customer's purchase order number

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Order Entry

• Ability to inquire on items that are expected to
  be shipped within a specified date range
• Ability to inquire or print a report that lists
  the orders that have an item that has a committed
  quantity
• Ability to drill down to a listing of the
  transactions that are on sales order and purchase
  order when entering orders, shipments, invoices,
  and credit/debit notes
• Ability to leave the Tax Group blank in the
  template.

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Order Entry
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Purchase Orders

• Ability to specify costs on Requisitions
• Ability to copy Purchase Orders like the Order
  Entry feature Copy Orders

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Purchase Orders

• Ability to print a report showing the quantity
  over and under received
• Ability to inquire and print a report showing the
  date an item is expected to be received and the
  number of days exceeded if the item was not
  received on the expected date
• Ability to specify whether purchase orders can be
  entered for non-existing vendors
• Ability to turn off the warnings that non-stock
  items do not exist when using Purchase Orders
  standalone

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Project and Job Costing

• Specify customer at the project level in PJC
• Plus ability to change a customer
• OE/PJC Integration
• Serialized Inventory and Lot Tracking Integration
  in Material Usage and Return
• Timecards, option to not pass expense account to
  Payroll
• Revenue recognition, option to only recognize
  billed amounts for TM, FP, BillAcc

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Project and Job Costing

• Revenue recognition, allow modification of WIP
  account for FP, Item invoice
• Provide drilldown from A/R to the original
  Billing worksheet
• Budgets an option, in order to improve
  performance
• Contract summary report, ability to specify
  cut-off date
• Respect I/C UOM set in Contract Maintenance for
  Material cost-type

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Payroll

• Accrual Enhancement
• W2 Paging
• Security of generated files in company folder
• Corrections for Overtime calculation

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Dashboards

• Configurable
• Customizable
• Metrics, goals, what-ifs, reports
• Based on Crystal Xcelsius

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The Road Ahead

• Customer focused enhancements
• Tighter CRM-ERP integration
• AJAX Web client
• Ad-hoc, drag-and-drop reporting
• Web services
• Performance, for the enterprise
• Native Linux support
• Role-based portal
• Mobile device support
• Collaboration
• Mashups
• Document Management
• Advanced roles and security
• And much more

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Sage Accpac ERP v6 A Glimpse

• Todayenormous flexibilityMulti-environment,
  database independent, End to End, on-premise or
  hosted.
• Accpac V6.0Balance Customer Experience with
  follow thru on promise of a true web based
  solution
• UI technology refresh
• New web client to support deployment over a
  hosted environment
• Ease of Usenew front end to simplify deployment
  and usability
• Improve performance of the Web-deployed Accpac
  application
• MobilityEnhanced remote access

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Summary

• Sage Accpac ERP v5.5 is the next major release
  that builds on the foundation of the 5.x
  technology platform bringing advanced features
  like Dashboards to you

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Two Important Things

• Nitix Quickstart Appliance solution
• All-in-one
• Pre-integrated, pre-configured, pre-fine-tuned
• Out-of-the-box
• Includes,
• Database and operating system (DB2 or P.SQL)
• Automated backup and disaster recovery
• Quick up-and-running
• Lower TCO

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