Transcript Presentation Title - Sage User Network

Sage Line 500
Andrew Credland
Line 500 Product Development Manager
Sage Line 500
• Line 500 benefits from a dedicated product
management and R&D team
• We’ll continue to develop and support it through:
– Listening to our customers and delivering what they
require
– Focusing on improving application usability
– Improving the User Interface experience
– Widening the integration capability though APIs
– Supporting extended business processes outside of
Line 500
• Continuing to link to other Sage software such as
SalesLogix, Sage Retail, Sage Asset Manager and SageBI
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Sage Line 500 roadmap
Date to be confirmed
October 2007
Line 500 v7
Line 500 v7.1
January 2008
Line 500 v7.2
January 2009
August 2007
August 2009
Payroll
2008/9
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Payroll
2009/10
Sage Line 500 v7 – key additions
Usability
Universal Client
enhancements
Alternative BOM and
Routes
Multi-company batch
queue clear-down
Analysis codes in
scheduled orders
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Customer
Wishlist
Auto Credit Notes
Flexible Item Reallocation
MBEs
-Auto GL year-end journal
-Improved aged debtors
analysis
Market-driven Wishlist
Enhanced; Back-to-back order
processing; Customer Returns
module; and Credit Management
module
Stock Hold and Obsolete controls
Carousel VAT (UK)
Integration
International
Platforms
Support for additional
transaction types
Additional APIs
Support for .Net2
Update of existing
formsets
Translations for worksorderless Production,
Product Management and
Manufacturing Extension
Pack
Windows Vista ( UC & GUI )
Internet Explorer 7
UNIX platform updates
Sage Line 500 v7.1 roadmap
• Line 500 v7.1 will deliver many customer requested
improvements
– Work on Wish List has started with 25 enhancements already
completed.
– Release of previous CPD projects; Supply chain allocations,
Whole invoice matching.
• Legal and Fiscal changes already in progress
– German re-accreditation; we are still open to discuss if there are
companies we can work with to achieve this
– Italian VAT reporting completed and available to download from
the ftp site
– New HMRC VAT rules investigation
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Sage Line 500 – other initiatives
• Update to SalesLogix support
– Support for SLX v7.2 integration ongoing expected delivery July
2008
• Snowdrop integration
– Integration tested, planning release in conjunction with
Snowdrop
• Sage Asset Manager v1.5
– Testing completed, and we’re now in the final stages of
documentation prior to the release.
• SageBI v5.21
– Improvement to Analysis Services and performance
– Due May 2008 subject to final testing
• Sage payment processing (work not started) (PCI-DSS
Standard)
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Wish List
Sage Line 500 – Wish List
• Source
– Sage Sales Logix – the old support logging system
– InTouch – the new online wishlist system
– Last list – these are the items from the last list that did not get
done, but which gained sufficient votes to get a second chance.
– SUN – points raised at the SUN user conference
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Sage Line 500 – Wish List
• Process
– 193 Wishes
– 12 Themes
– Decision for this release to aim at some of the smaller wishes
• Reviewed the 193 and picked around 45 small ones
• Added half a dozen the team had picked up from customer visits
• Included the 12 themes in the voting
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Sage Line 500 – Wish List
• Results
Number Status
Description
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Capture and report user id and name when showing record locked messages. For
instance, in order entry when a product record is locked.
Complete Functionality to insert lines - for example, in Purchase Orders, Sales Orders,
Requisitions
Complete In POP and AP, check for duplicate purchase invoices in invoice entry. This needs to
cover unposted batches too.
Complete When entering a receipt in POP if you accidentally set the quantity received to zero and
the more to come flag to n, it changes the ordered quantity to zero and sets the line to
received. It is then not possible to reverse this, enter another receipt against the line or
invoice the line. Either the order has to be deleted or an extra line added to the order
which is receipted properly. We would like to see a message asking for confirmation if
the received quantity is not the ordered quantity and the more to come flag is set to n.
Also, we would like to be able to change the more to come flag back to y
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Complete Is it possible to drill across to the Sales Invoice program from AR transaction enquiry.
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This is to allow reprint of invoices.
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Sage Line 500 – Wish List
• Results (continued)
Number Status Description
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In Purchase Order Entry, populate the buyer ID field with the name of the user putting
In
Progress the order on and, optionally, not allow update.
Complete When using a Cash Management journal to allocate open items please can we have a
'go-to page' function.
Complete In Accounts Payable, add a value field on the authorised invoice posting screen so value
of the invoices can be seen without having to do an F10 print.
Master file auditing - Add record creation date and user name to stock, customer,
supplier and price list files
Complete In SOP to be able to print despatch notes in customer account sequence.
Further Wishes Completed
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Complete In POP Orders by Supplier and transaction enquiries, please can the purchase orders be
sorted by latest first. Users are having to scroll through loads of pages to find the latest
purchase orders
Complete Add the warehouse and product code to the stock to G/L movements table and display
them in the stock to G/L report. This would help reconciliation.
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Complete We would like to have a Buyer ID selection option on Purchase Order Status Report and
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Purchase Order Product Analysis report.
Complete In AR and AP transaction enquiry, add posting code descriptions when pressing F12 More > GL Postings. This is much more meaningful than the code itself.
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Complete The Aged Debtors allows selection by range of Alpha Code, Currency, Analysis A,B,C
etc Can the Aged Creditors be expanded to use these additional fields?
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Complete In Accounts retrievable, Transactions Enquiry, when pressing F12 for cross references
on a cash transaction, it currently repeats the cash batch date against each invoice/
credit note listed. Can we show date of invoice instead/as well? We feel that this would
be more beneficial to customers.
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Further Wishes Completed
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Complete When using Receipts by Product in PO it is possible to enter the code for a service in
the product field, but you cannot browse for services. Please add this.
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Complete POP Invoices, the Customer wants GL Codes, project accounting codes and expense
codes on F10 print batch exactly as the PL Invoice F10 print batch.
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Complete Enhance Works Order picking lists (0926) to make bin, batch/lot, serial and pallet
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numbers all available on the print
Complete In SOP, could the Shipping notes or Pick list option also update the order status. At the
moment you need to discard despatch notes just to move the order to the next stage
even if they are never used. Despatch notes are not used on all sites.
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Complete When viewing customer notes from within Transaction Enquiry, F12 more, Customer
Notes - it is possible to amend the notes. We would like it to be enquiry only. Customer
notes should only be amendable via the Create/Amend Master Files option. This would
be optional.
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Complete Add a drilldown to Works Order enquiry from predict future stock detail screen in MRP.
Drilldown to sales order and purchase order enquiries already available.
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Further Wishes Completed
Drilldown; Stock to Assembly Entry
Drilldown; Stock to Route Entry
Drilldown; Purchase Order Enquiry to Supplier Transactions
Drilldown; Sales Order Entry to Stock Summaries
Drilldown; Adjust MRP recommendations to Inventory Policy
Drilldown; Works Order Enquiry to Works Order Enquiry
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Line 500 V7.1
Demo
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Further Contact
• Meet the R&D Team
– Invite for one or more of you to come in and talk about your
experience as a user of Line 500
• Visit to from the R&D team
– Payroll
– Telesales
– Security
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Questions
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