Transcript SCOA readiness

Roadmap to Sage Evolution
27 February 2013
What’s new in Version 6.81
Speed
What’s planned for Version 7.00+
Cost
Growth
New software solution partner
Skill
Input from the floor
What’s new in Version 6.81
 Alert Management is now part of the core module
offering, which allows you to send and receive notifications
via SMS or e-mail based on predefined criteria. This
allowing you to keep your employees, customers and
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suppliers
up-to-date with business related information,
account balances, inventory status updates etc.
 Research
shows that 97% of mobile users read and
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respond to a SMS within an hour of receiving it. For this
reason, Alert Management can create efficiency, proGrowth
activeness
and enhance communication with your
employees, customers and suppliers.
 Alert
SkillManagement allows you to create alert notifications
based on user requirements, send group messages to
customers and suppliers or create custom alerts specific to
your business, all of which can be scheduled at various
intervals.
What’s new in Version 6.81
 Main features of the Sage Evolution Alert Management
Module
• Forms part of the Sage Evolution Premium Core
offering
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• Alert Management runs as a service
• Create SMS and e-mail alert notifications based on
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user requirements
• Allows for group customer and supplier notifications
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Customise alert configurations and messages using
SQL queries
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Generate detailed reports on alert notifications sent
• Alerts can be scheduled at various intervals
What’s new in Version 6.81
 The Inventory Issue feature manages and tracks your
internal stock distribution between departments, business
units, staff members, jobs & projects.
 The following diagram illustrates the Inventory Process
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Flow:
Cost
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Skill
What’s new in Version 6.81
 Main features of the Sage Evolution Inventory Issue
Module:
• It generates inventory requisitions for approval within a
multi-level workflow environment
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• Allows you to issue inventory for job cards, general
ledger accounts and projects
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Different templates for recurring entries can be created
using this feature
• Growth
Allows you to process Inventory Issue transactions in
batches
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What’s new in Version 6.81
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Municipal Billing
• The band breakdown calculation for sanitation has been
added to customer statements
• New fields were added to the posting tables to print
PropertyID, PortionID and ServiceID’s on customer
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statements which links in to ageing per service
• You are now able to view meter readings as well as an ERF
number lookup that has been added to Accounts Receivable
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• An age analysis per service has been made available
• Property Valuation Rolls have been added to accurately
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calculate a property value, and keep history of valuations
• You are now able to set a payment priority by Service Type
at Receipting level
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• We added General ledger consolidations of billing
transactions
• You are now able to set Accounts Receivable transaction
codes for direct deposits
• We added a process to issue clearance certificates
What’s new in Version 7.00+
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SCOA development
Unlimited Financial Periods – No more purging!
MB Service ID’s in AR and Cashbook Batches
MB Speed
in Evolution System Tree – Required for Branch
Accounting
 Municipal
Billing
Cost
• Rebate Rule Maintenance
• Additional Property Categories
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• Processing Efficiency – Large Volume Customers
• 3-Phase Meters
• Skill
Advanced Reporting:− Meter History Report
− Consumption Reports in Units / Customer / Month
− Create Indigent Customer (As to Property)
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I N T E G R AT E S TO
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DEBTPACK
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CREDIT CONTROL & DEBT
M A N A G E M E N T S O F T WA R E
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SMS
PTP’S
TRACE
INDIGENTS
COLLECTIONS
LEGAL COLLECTIONS
Input from the floor
 The Auditor-General says:• IT Exposure – 89%
• SCM Contravention – 84%
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Poor quality service delivery reporting – 79%
• Material errors and omissions in AFS – 79%
• Poor
human resource management – 79%
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 Your priorities
1 Age Analysis Opening Balances
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2 Receipting Direct Deposits Reversal
3 Does not allow for payments in advance Allocations
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4 Debtpack legislation – product demo
5 Purging July 2013
6 Commitments in all budget reports
7 PO linked to requisitions
SCOA readiness
27 February 2013
What is SCOA?
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What are the design principles?
Cost
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The facts about SCOA readiness
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The way forward
What is SCOA?
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Standard Chart of Accounts for Local Government
SCOA is a standard classification system that will be used across
all municipalities (general ledger account structure)
Aligned to high-level ERF (Economic Reporting Framework)
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principles
applied to national and provincial departments (NB:
cash versus accrual based accounting) to enhance “whole of
government” reporting
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Provides for the peculiarities and accounting principles unique to
local government
Multi
segmental chart implying populating fields within a
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database with specific information to be classified according to
Item, Function, Fund, Regional Indicator and Project
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Facilitate
comparable budget reporting returns, annual financial
statements and specific interest reporting, eg. DWA, NERSA,
STATSSA, etc.
Future upgrade of LG database to provide for more detailed
monthly returns and functionalities for optimal utilisation of
information
What are the design principles?
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Classification framework limited to financial information
International standards, guidance and best practices
Comply with legislative framework for local government
Labels
Speedand accounts to be clearly defined
Comprehensive framework (grid) to satisfy stakeholders
needs
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Information to be easily extracted
Alignment of financial and budget reporting formats
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Integration of GRAP standards
Standardisation of terminology
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Standardisation
of transaction classification
Reporting on “whole-of-local government and government”
Simple classification
Financial system integration with optimised business rules
The facts about SCOA readiness
 MFMA Circular 66, 2012 – Implementation for the SCOA
is envisaged for 1 July 2016
 Due to the fact that SCOA has not yet been finalised, socalled
“SCOA Compliance” is impossible for now
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 The following design elements of SCOA are already part
of our Sage Evolution Premium product offering:
Cost
Growth
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The Way Forward
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Promulgation – Expected to be finalised latter half 2013
Pilot Sites
• To be registered with NT after promulgation
• Municipalities must request NT in writing to be registered as
a pilot, with commitment from Sage Evolution
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On-going Product Development
• GL Account Lookup per Segment
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• Locked COA
• Standardised Transaction Types
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Data Migration – Data Staging and Warehousing
• Reporting to NT Web Portal
Training
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• Learner Management System
• Accredited Training (FASSET and AAT(SA) accredited
training courses)
Municipality Feedback to both Sage Evolution and National
Treasury
Advanced Procurement
27 February 2013
Why Advanced Procurement
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What are the Main Features
Cost
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Advanced Procurement on the Web
Skill
Product Demo
Why Advanced Procurement
 The Auditor-General found 84% of Audited Municipalities
to be non-compliant with Supply Chain Management
Regulations
 64%
Speedof Auditees had findings related to unfair or
uncompetitive procurement processes
 The Advanced Procurement module allows you to manage
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and streamline your SCM processes in compliance with
SCM Regulations:• Growth
Rotation of Suppliers
• PPPFA Compliant:Skill− BBBEE Score Cards
− Evaluation in terms of 80/20 or 90/10 Points
System
What are the Main Features
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Manages your requisition processes
Manages your purchase order processes
Manages your tender processes
Allows
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Categorise suppliers by sector
Allows
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Create specific user defined fields to identify preferred
suppliers to supply certain requested commodities
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Set specific qualifying criteria for supplier as well as
selecting whether the system should manually or
automatically
calculate supplier scores
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Import and export functionality for supplier quotes
Compare and evaluate quotes and supplier
Provides you with reason codes for authorised deviations
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
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Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement
Product Demo