February 2011
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
Table of
o Conttents
OVER
RVIEW ........................................................................................................................................ 4
AVAILABILITY ................................................................................................................................... 4
CTIONAL ENHANCEMENTS ..................................................................................................... 4
FUNC
ADVANCED MANU TS................................................................................ 5
UFACTURING ENHANCEMENT
Complete Wo
ork Order Ste
ep without Issu
uing Material .....................
. ......................................... 6
Reversal of Production
P an
nd Progress Entries
E .......................................................................... 7
CORE
O NCIAL ENHANCEMENTS .......................................................................................... 13
AND FINAN
A
Accounts ceivable .............................................................................................................. 13
Rec 1
DIS
STRIBUTION ENHANCEMENTS
N S ..................................................................................................... 17
Preferred Ven
ndor Override
e for Replenisshment and MRP
M ..................................................... 19
1
es ........................................................................................................................ 23
Smart Update 2
SAGE
E SOFTWAR NS .................................................................................................... 24
RE SOLUTION 2
SAGE SALESLOG 3 ................................................................................................. 24
GIX ERP LINK 3.0 2
MS V10.1............................................................................................................. 24
SAGE ABRA HRM 2
Febru
uary 2011 2
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
CRYSTAL
R REPOR
RTS V11.0 R2 ....................................................................................................... 25
2
UIREMENTS ...................................................................................... 27
RECOMMENDED SYSTEM REQU 2
VERS EMENTS............................................................................................................... 27
SION RETIRE 2
MODU
ULE RETIRE 2
EMENTS ............................................................................................................... 27
Febru
uary 2011 3
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
OVEERVIEW
Sagee ERP MAS 500 has a rich history ass an award winning
w ERPP solution that delivers
compprehensive business
b functionality. As
A such, our software en nables mid-mmarket
enterrprises to improve efficie
ency and prooductivity wh
hile reducingg operationall costs.
Poweerful, yet sim
mple real-timee reporting and
a data ana alytics provid
de businesss intelligence
e
needed to optimize businesss decisions anda maintain n a competitive edge durring
enging econ
challe nomic conditions.
AVAAILABILITYY
Versiion 7.4 is expected to be
egin shipping
g in June 20
011 to all cusstomers with
h an active
Sage
e maintenanc ce plan.
FUN
NCTIONAL ENHANCEMENTS
Much
h of the focus in Version 7.4 addressses custome
er requested ents. Notable
d improveme
enhancements are included in:
• Advanced d Manufacturing
• Business Insights
• Core Fina ancials
• Distributio
on Modules
Febru
uary 2011 4
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
ADVVANCED MANUFACTU
A RING ENHA
ANCEMENTTS
Receent trying eco
onomic cond ditions have sharpened everyone’s
e f
focus on con
ntrolling
costss. The Advanced Manuffacturing enh hancementss in Version 7.4
7 provide workflow
w
improovements an nd simplify cost reconciliiations.
e moved the
In version 7.4, we e posting pro
ocess to a single task, “P
Post MF Transactions”.
Febru
uary 2011 5
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
COMPPLETE WORKK ORDER STEPP WITHOUT ISSUING MATTERIAL
Versiion 7.4 includes the abiliity to comple
ete a work order step witthout issuing
g materials.
This improvemen nt allows usee of the workk order proce d labor and processing
ess to record
costss with non-inventory itemms. Another advantage is, should th here be outsttanding
materials associa ated with the
e step, thosee quantities are
a cleared from
f the Quantity
Requuired for Worrk Order in Replenishme
R ent or Material Requiremments Planniing (MRP)
there
eby improving the accura acy of the replenishmentt position annd avoiding overstocking
o g.
Febru
uary 2011 6
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
REVERSAL OF PRO ND PROGRESSS ENTRIES
ODUCTION AN
New tasks in vers
sion 7.4 addd the ability to
t reverse prroduction an nd progress entries,
e
there
eby allowing users to corrrect mistakees and adjusst for errors or
o cancelled
d orders.
Febru
uary 2011 7
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
Febru
uary 2011 8
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
ABILITY TO ASSIGN
N MANUFAC
CTURING PREFFERRED BINSS AND BACKFLLUSH FROM BIN TRACKED
D
WAREHOUSES
Enhaancements to o Maintain In
nventory proovide added controls to streamline
s th
he
manu ufacturing prrocess and automate
a maaterial issuess by identifyying a Manuffacturing
Prefe
erred Bin for a Warehousse and Item on the Inventory Contro ol tab. Userss can
optionally set the
e Distribution
n Preferred Bin(s)
B to be used
u for manufacturing as well or,
choosse to set dis
stinct manufaacturing prefferences.
When ne Preferred Bin is identiified for an ittem, the bin preference can then be
n at least on
used in backflushh transaction
ns generated d in Labor Entry and Pro oduction Enttry. When
proce
essing the material
m step,, the associa
ated bins are e relieved in the order off preference
whenn the required materials are issued.
Febru
uary 2011 9
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
Febru
uary 2011 10
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
BUSIINESS INSIG
GHTS ENHA
ANCEMENTSS
We inncluded seve
eral customeer requested
d enhancements to Busiiness Insightts to improve
e
perfo
ormance andd usability.
• Updated controls
c
• Improvem ments to the select engin ne
• Optimizattion of metad data
• Reduced time require ed to return selection
s and filtered ressults
• An option n was added in Maintain Business In nsights Viewws / Context Menus
M in
System Manager
M to limit output to
o the “top n” results. This option pro
ovides a wayy
to limit the
e results retu
urned and provide a quick view of to op performerrs.
Febru
uary 2011 11
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
We also
a added th
he ability to export
e all or only selecte
ed data from
m views imprroves and
simpllifies exports
s for advanced analysis..
Febru
uary 2011 12
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
CORE AND FINAANCIAL ENHANCEMEN
NTS
ACCO
OUNTS RECEIV
VABLE
The Accounts
A Re
eceivable mo
odule includes enhancements to:
Crea
ating Overp ayments orr Negative Invoices
• Cash
• Custome er Paymentt
• Credit Memo
M
• Another Overpaid i nvoice’s ne
egative bala
ance
Trackking Overpay
yments or Negative
N Invo
oices
Febru
uary 2011 13
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
• Customerr Statementss
• AR Aged Receivabless and AR Trrial Balance
• AR Insigh
hts Views, Exxplore Invoicces/Applicattions and Cu
ustomer
Paymentss/Application
ns
Febru
uary 2011 14
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
First, in Enter Ca
ash Receiptss, at the Payment field, users
u can seelect Refund Check or
Refun nd Other. Complete
C thee Enter Cashh Receipts innformation.
Paym
ment Tab
Application Tab
b
Febru
uary 2011 15
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
The user
u can the
en select the Print Refun
nd Checks bu
utton to proccess the Reffund Check.
The Print
P Refund
d Checks buttton launche es the Print Refund
R Checcks task and d creates a
uniqu
ue batch record, allowing
g the user to
o proceed wiith check printing just ass they would
from Accounts Paayable.
Febru
uary 2011 16
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
DISTTRIBUTION ENHANCEM
MENTS
PURCCHASE ORDERR – LANDED COSTS
Improovements in Landed Cosst capabilitie es allow the user to applly, change, and
a generate e
landeed costs in Enter
E Receippt of Goods. In prior verssions, Landeed Costs weere defined
and applied
a solelly at the inve
entory item or
o vendor levvel. With the
e new featurres in version
7.4, itt is now possible to defin ne, override or apply lan o an individual receipt
nded costs on
basiss providing inncreased accuracy and cost controlss.
The landed cost can be applied to a rece eipt line using a per-unit percent of cost
c or a flat
amou unt per unit, or it can be applied to a receipt tota al and allocated using onne of several
alloca
ation method ds, including
g By Cost, By Quantity, By B Weight, ByB Volume, or Manually.
When n the landed d cost transaaction is autoo-generated or manuallyy added to th he receiver
cated by recceipt total, the allocation method can
and iss being alloc n be changed d and the
landeed cost amou unt can be modified
m if ussing a predeefined landedd cost and an
a amount
was not
n predefine ed during seetup. The calculated line e unit cost ca
an also be ovverridden if
the user has secu urity event permissions.
p
Febru
uary 2011 17
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
INVEN
NTORY – UNIIT OF MEASU
URE AND PRIM
MARY VENDO
OR
We greatly
g impro
oved the wayy we handle Unit of Mea
asure to:
• Improve the
t accuracyy of the convversions
o Ex xpanded deccimal precisiion in data ta ables
o Flexible round ding methodss for base (ssmallest) UO
OM
o Us ser definablee conversion n types
• Store the conversion factors with the transactions
• ust amounts less than dissplayed deccimal precisio
Auto adju on
• Physical count
c recordds both expa anded and displayed preecision
• Allow bin transfers in alternative units
u of meaasure
• Allow inve
entory reporrting in altern
native units of
o measure other
o than Stock
S
• New UOM M BIE view
Rounding
R
M
Methods
Conversion
C
Types
Febru
uary 2011 18
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
PREFEERRED VENDDOR OVERRIDDE FOR REPLEENISHMENT AAND MRP
Addittionally, we added
a the ab
bility to chan
nge the Prim
mary Vendor for Replenisshment and
MRP. In prior ve ersions, the Preferred
P endor was automaticallyy set based on
Ve o the
ngs in Set Up
settin p Warehousse Replenish hment. The addition of a checkbox in Maintain
Invenntory on the Replenishm ment tab in veersion 7.4 en
nables the option
o to continue the use
of the
e default Prim
mary Vendo or from Ware ehouse Replenishment, or, when cle eared, to set
the Primary
P Venddor separate
ely for Replenishment pu urposes. In either instan
nce, the
vendo or can be ovverridden at the individual item level in Replenisshment or MRP.
When
n the checkb
box is cleare
ed, the Prima
ary Vendor field
f is availa
able.
These options
o are
not ava
ailable if the
source for
replenisshment is
warehoouse.
Febru
uary 2011 19
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
enishment Override
Reple
MRP Override
Febru
uary 2011 20
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
SALESS ORDER
Saless Order enha
ancements add
a the ability to enter negative line items for no
on-inventoryy
itemss.
Febru
uary 2011 21
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
RESEEARCH AND
D COST OF OWNERSHIIP ENHANC
CEMENTS
We reecently intro
oduced two important en nhancementss to assist uss in driving the
t direction
of the
e product annd to reduce the Total Coost of Ownership (TCO).
• Product Enhancemen
E nt Program
• Smart Uppdates
SAGEE ADVISOR
The Product
P Enhhancement Program
P wass introduced in a version
n 7.3 Producct Update an
nd
is inccluded in the version 7.4 release.
Wha
at it Does an
nd Why
This first
f stage en
nhancementt –
• Gathers platform
p and operating system
s inform
mation
• Tracks us
sage informaation on the local client installation
• Provides reportable statistics
s to assist
a in deteermining most used taskks
• Provides framework for
f future usa ability and cost of ownerrship improvvement
Wha
at is Does Not
N Do
The information gathered
g does not includ
de any confidential or co
ompany speccific data.
• No financcial information
• No custommer or vendo or names
• No custommer or vendo or addresses
• No IP info
ormation
• No items
How
w It’s Deploy
yed
No usser interventtion is requirred.
Febru
uary 2011 22
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
SMARRT UPDATES
Smarrt Updates simplify softw
ware updatess and upgrad des, reduce the risk and
d cost
assocciated with those update
es, and prote eby lowering the total
ect customizzations there
cost of
o ownership p for Sage ERP
E MAS 5000 customerss.
How
w They Work
k
The Phase
P 1 rollo
out of Smartt Updates includes client side improvvements to:
Nextt Steps
Phasse 2 includes
s plans to ap
pply the samme detection capabilities to server sid
de updates
and the pdates by pulling them down from the server.
t ability to automate cllient-side up
Febru
uary 2011 23
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
SAG
GE SOFTW
WARE SOLU
UTIONS VERSION COMPATIB
BILITY
Sage ERP MAS 500 Version
Sagge Solution 7.2 7.3 7.4
Sage SSalesLogix – EERP Link 3.0 7.22 and 7.22 and 7.22 andd
7.5 7.5 7.5
Sage AAbra HRMS 7.7 7.7 & 7.8 10.1
Sage FAS 500 2009.1 2010.1 2011.1
Sage TTimeSheet 9.7 9.7, 9.8 &
& 2011
9.85 SR1
Sage AActive Planne
er 7.46 7.50.0005 5 7.50.0005
Avataax 7.2.8.0 4.1.7.3 4.1.7.4
Sage MAS Intelligeence N/A Yes Yes
SAGEE SALESLOG
GIX ERP LINK 3.0
Sagee SalesLogix
x ERP Link 3.0
3 for Sage
e ERP MAS 500 will continue to be supported
s in
n
version 7.4.
SAGEE ABRA HR
RMS V10.1
1
For over
o 25 yearss Sage Abra a has been a leader in affordable annd trusted HR R and Payrooll
softw
ware solutionns. A major enhanceme
e nt in version
n 10.1 is the ability for managers to
view Employee Analytics
A – now with Timme Off and Pay History options
o – using mobile
devicces through secure
s URLs and accesss meaningfu on when and where theyy
ul informatio
want.. For additional details, please
p conta
act your auth
horized Sage e Abra Busin ness Partner.
SAGEE FAS 500
0 V2011.1
The award
a winninng Sage FAS S 500 fixed asset management solu ution for 2011 includes
updated tax law compliance,
c updated Au udit Advisor, enhanceme ents to the Disposal
D
Repo ort to allow th pecify a specific range of
he user to sp o dates and view only th
hose assets
dispo osed of within that rangee, support forr Windows 7, 7 and changges to Sectio
on 179 Limitss
for Qualified Disa aster Zone Property.
P Forr details, see
e
http://w
www.sagefas..com/imageseerver/portal_maanaged_assetts/sagefas/PD
DFs/whatsnew__2010_1.pdf.
SAGEE TIMESHEEET 2011
Sagee TimeSheett 2011 for remote Time and a Expense e entry and project
p manaagement
providdes an integ
grated Sage ERP MAS 500 5 solution for professional service e
organnizations tha
at need to tra
ack and bill projects
p bassed on a fixed or time an
nd material
basiss.
SAGEE ACTIVE PLANNER 7..50.0005
Sagee Active Plan
nner will tran
nsform your budget
b nighttmare into a truly collaboorative
budgeting and planning process. With sh horter planning cycles annd time to foocus on
contin
nuous performance improvement, you'll
y help yo
our companyy realize its strategic
s
goalss.
Febru
uary 2011 24
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
SAGEE MAS INTTELLIGENCEE
Improove the prodductivity of yo our financiall staff, enhan nce report presentation, and
streamline reportt preparation n. Build yourr intelligencee solution so it works the
e way you
want,, using the fllexibility of Sage
S ERP MAS
M Intelligence.
THIRRD PARTYY COMPATTIBILITY
Sage ERP MAS 500 Version
Third Party Consideration 7.2 7.3 7.4
Crystaal Reports 10.0.5.820
0 10.0.5.820 0 11 R2
Dr. DW
WG ‐ ViewPro o 5.0 5.0 5.0
Microosoft Office Sttandard & Pro
ofessional XP, 2003, XP, 2003,, 2003,
2007 2007 2007, 20110
Microosoft FRx 6.7 SP10 6.7 SP11 No
Microosoft Office W
Web Componeents XP, 2003 XP, 2003 XP, 20033
eBusiness Suite forr Sage ERP MAS 500 N/A Yes Yes
Poweered by RKL eSSolutions
.Net FFramework 2.0 3.5 4.0
CRYSSTAL REPORTS V11.0 R2
Crysttal Reports provides
p acccess to your data and alllows you to format
f it, and deliver it
as infformation ins b no changes to Crysta
side and outtside your orrganization. There will be al
Repoorts with this release.
MICROSOFT OFFICE
F 2010
0
Micro
osoft Office 2010
2 is newly supported
d with the ve
ersion 7.4 rellease. Enjoyy the usabilityy
and graphic
g enhaancements of
o Office 201
10 from withiin your Sagee ERP MAS 500 version n
7.4 desktop.
EBUSSINESS SUITTE FOR SAG
GE ERP MA
AS 500 POWERED BY
O Y RKL ESOLUTIONS
To exxtend your Sage
S ERP MAS
M 500 we have develo oped the nexxt generationn in Sage
eSaleesforce and Sage eCusttomer. This cutting-edge
c e software means
m when you, your
custo
omers, salesspeople, andd customer service
s repreesentatives enter
e your B2B store
they get
g accurate e and up-to-tthe-minute in
nformation about
a items, prices, inve
entory,
accouunt status an
nd expectedd delivery dates.
eBussiness Suite for Sage ERRP MAS 500 0 can also serve as a B2
2C solution. This may
require some connfiguration or
o alteration depending
d o requireme
on ent.
.NET FRAMEWORRK V4.0
Enjoyy the benefitts of the latest in .Net Framework ca
apabilities wiith the versio
on 7.4
release of Sage ERP
E MAS 500 to build your
y compelling applicattions faster than ever.
Febru
uary 2011 25
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
TECHNOLOGYY FEATURES
PLATTFORM SUPPPORT OVEERVIEW
The following
f are
e general pla
atform suppoort guidelines for this release. Compplete details
will be published in late May in the Sage ERP MAS 500 5 v7.4 Compatibility and
a Resourcce
Guide e.
Microsofft SQL Serve er 2008 and d 2005: Full SQL Serverr 2008 includ
ding R2, andd
2005 support for Sage ERP MAS S 500 databa ases. For complete details about the
e
updates and
a changess available in n SQL Serve er 2008 plea
ase visit
http://www
w.microsoft.ccom/sqlservver/2008/en/us/whats-neew.aspx.
Accountiing Server OS:
O Microso
oft Windows Server 2008
8 and Windo
ows 2003
Server.
Microsofft Visual Stu
udio 2010: Sage
S ERP MAS
M 500 utiliizes the neww .NET
Framework 4.x develoopment toolset. Applicaation benefitss include inccreased
performannce and thro
oughput in thhe Desktop, Business In
nsights Explo orer, and
Business Insights Anaalyzer areass.
Virtualiza
ation / Thin Client:
Microsoft:
M W
Windows 200
08 Hyper-V, Windows 20
008 Terminaal Server,
Windows
W 20088 RemoteAp
pp, Windowss 2003 Term
minal Server
Ciitrix: XenSe
erver 5.0, Xe
enApp 4.5
VM
MWare: VM
MWare Serve
er ESXi 3.5 and
a 4.0, VM
MWare Worksstation 6.0
Accountiing Client OS:
O Windowss 7, and Win
ndows Vista SP1.
Web Serv ows Server 2008 IIS 7.0
ver OS: Miccrosoft Windo 0, and Windo
ows 2003
Server an
nd IIS 6.0.
nternet Explorer 8.0 and
Browser:: Microsoft In d 7.0.
Microsofft Office: Offfice 2003, Office
O 2007 and
a Office 20
010.
PLATFFORM RETIREM
MENTS
The following
f pla
atforms will not
n be suppo
orted in v7.4:
• SQL Serv
ver 2000
• Windows
s 2000 serve
er and clientt
Febru
uary 2011 26
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
RECO
OMMENDED SYSTEM REQUIREM
MENTS
Sage
e ERP MAS 500
Serve
er C
Client
Edition
e Pentium Xe
Single eon or better
1 GB RAM
Small Bu
usiness Editio
on
2 GB disk space
2-4 GB
G RAM Pentium
m IV or betterr
Standard
d Edition
4 GB disk space 1 GB
G RAM
Enterpris
se Edition 4-8 GB
G RAM
10 GB
B disk space
VERRSION RETTIREMENTTS
Versiions 6.3 and
d 7.0 were re
etired in September 2010
0. With the release of version 7.4,
we will
w retire verssion 7.05 in September
S 2
2011.
MODULE
O RETTIREMENTTS
The following
f mo
odules and add-ons
a t release of version 7.4:
are retired with the
Febru
uary 2011 27
Sage ERP
E MAS 500 Version 7.4 Prre-Release Gu
uide
The infformation containned in this documment represents the t current view of Sage Softwarre, Inc. on the isssues discussed asa
of the date
d this documeent was prepared d. Sage Software e cannot guarantee the accuracy of any informatio on presented afteer
the datte of publication. The capabilities, system requirem ments and/or compatibility with th
hird-party produccts described
herein are subject to chhange without no otice. Contact Sage Software for the
t most currentt information. Alw ways consult a
network specialist to disscuss the securitty risks involved before implemen nting any Interneet solution. Sage Software is not
responsible for the conttent or maintenance of third-partyy Web sites referrred to herein. Th his document is for
f informational
purposes only and may y not be distribute
ed to third partiess. Sage SOFTWWARE MAKES NO O WARRANTIES S, EXPRESSED
OR IMP PLIED, IN THIS DOCUMENT.
©2011 Sa
age Software, Inc. All rights reserved. Sage, the Sage logos and the
t Sage product and service names mentio
oned herein are registtered trademarks or
Febru
uary 2011 28