Accounting Software Shreveport

Sage 100 ERP 2014: Cloud Sync Mobile Sales, Mobile Service and More

Posted by Adrian Montgomery on Fri, Jul 11, 2014 @ 11:45 AM

2014 Sage 100 ERP New FeaturesThe Sage 100 ERP 2014 new release has some awesome new features including mobile sales that have many of our Sage 100 ERP customers excited about upgrading. In our You Tube video below, we will share with you some of the key features in this new release. We think you will find like our customers did that now may be a good time to upgrade your Sage 100 ERP system to benefit from the improvements in 2014! As certified and experienced Sage ERP consultants we are here to help with any further questions.

Learn about Sage 100 ERP 2014 Mobile Sales, Mobile Service and More:

Click on the video below to learn more about the Sage 100 ERP 2014 release:

 

Sage 100 ERP Mobile Sales and Mobile Service

Sales people in the field can manage customers see orders, invoicing and full catalog of all their items. The full catalog is different than what you see in your ERP. Sage 100 ERP 2014 Mobile Sales now has up to four pictures per item. There is a sister service called Mobile Service. Sage's Mobile Service helps field service customers manage technicians, work orders, scheduling, in the field the technician can see what he wants. From your iphone you see what he is supposed to do next. This doesn’t require the Sage 100 ERP Work Order module; it replaces it.  Mobile service has a website where the back office can log the work orders managed by the technicians. All very helpful where you have technicians in the field.  Made changes to Sage Intelligence. Available directly from Menu, create reports that are Excel powered modify format the way you need them aggregate consolidate etc. If you need more power customizations that is where Sage Intelligence comes in. Report viewer ran out of one on their demo companies, can see how created format under templates. There is a report viewer where you can see a dashboard with Key performance indicators, designer, financial reports, trend analysis, vendors purchases report. All the reports are accessing Sage 100 data and putting it into preformatted excel templates, you can print them and distribute them how you see fit.

Sage 100 ERP 2014 Release Summary:

2 Cloud Sync Features Added

  • Mobile Sales
  • Mobile Service

Other Added Features

  • Improved User Experience Items
  • Sage Intelligence Directly to the Menu
  • Sage Inventory Advisor
  • Improved User Experience Items
  • Main Body Improved User Experience Items
  • Library Master Improvements
  • Main User Maintenance New Fields

Added Fields

  • Added Employee Email, Titles, Auto Complete, Electronic Reporting, efiling, W2’s 1099 or any kind of e-filing.  Print or just mail off what you want to mail off.
  • The W-2’s 16 box codes where before you could only do 4. 
  • In Accounts Receivable and Accounts Payable, under repetitive invoices added flashlight, you can see at a glance what is set-up under repetitive invoices
  • General Ledger reports and Financial reports added keep window open button.  Now you can mark this keep open and window will stay open.
  • Change to quick find in Sales Order and Purchase Order lines – Quick Find – Automatically goes to first column in the grid to find it much faster. 
  • Bank Requisition added Quick Find
  • Bank Reconciliation defaults to check number or deposit date, etc.
  • Sage Inventory Advisor Added Cloud Based Service - Allows Inventory Manager or whoever you designate to monitor inventory while they are away from their ERP.  Manage Remotely with all the tools tied into Sage 100 ERP. This is an added service.
  • User experience improvements, user maintenance flashlight, repetitive invoices, quickfind
  • Removed some legacy menu items off
  • Payroll period end and federal e-filing and reporting and 1099 information can now can be accessed from the left hand drop down and you can efile automatically. 
  • Sage Intelligence add-ons are important to this release. 

If you need assistance or would like to learn more about the Sage 100 ERP 2014 release, contact us at Accounting Systems Consulting Group, LLC. As ERP consultants, we have over twenty years of experience in helping hundreds of businesses become more efficient and profitable. 

Posted by Keith Perkins at Accounting Software, a Sage 100 ERP consultant firm serving Sage 100 ERP customers in Shreveport, LA and surrounding areas.

Tags: Sage 100 ERP, Sage 100 ERP consultant, Sage 100 ERP 2014, Sage 100 ERP upgrade

Business Process Analysis: Develop Department Specific Questions

Posted by Adrian Montgomery on Mon, Jan 14, 2013 @ 02:12 PM
Business Valuation India

This the third part of our eight part series describing why every business should incorporate a Business Process Assessment.  In previous blogs we discussed the importance of creating a Business Process Project Management Committee and electing a leader to represent each department within a company.  The third step is to develop a comprehensive business process analysis document with a series of questions.  

The business process analysis is a series of questions each department in the company is required to answer.  This gives the business process management committee a blueprint of the business process opportunities to improve between departments in a company.  The answers to these questions serve to reveal bottlenecks within a company and improve on efficiency.

Examples of questions a business process assessment would ask the Accounts Payable (AP) department include:

  1. What is your check writing procedure?
  2. How are AP cash requirements determined?
  3. Are there requirements for prepayments to vendors?
The business process analysis is a comprehensive examination of each department within a company.  The business project management committee develops a list of questions the business project managment department leader is assigned to answer with the help of employees within the each department.  This gives the employees the opportunity to contribute to the discovery process and the ultimate solution associated with each problem. Each answer should associate a weight of importance, i.e. low priority = 1, medium priority = 2, high priority = 3 and essential = 4.  This will give you an immediate snapshot of the most important issues to focus on first.
If it is discovered there is a need to replace the business process automation software or improve upon the current systems via enhancements it is our experience the employees will likely accept that change easier and take ownership in making the software change successful.

Tags: Business Process Assessment, Business process management, Sage 100 ERP consultant, MAS 90 consultant, ERP software consultant, business process analysis

What is a Business Process Project Management Committee?

Posted by Adrian Montgomery on Thu, Jan 03, 2013 @ 04:45 PM
Project Management Lifecycle

The Business Process Project Management Committee is a group within an organization assigned to maintain the health of interdepartmental business processes and dependencies. Usually an organization will form a Business Process Project Management committee to measure the efficiencies of human and software related business processes.

Each department within an organization elects a Business Process Project Management Committee representative.  Each department representative is asked a series of questions to identify human and software related bottlenecks and inefficiencies.  The department employee surveys the department to identify opportunities to improve and reports the information back to the Business Process Project Management Committee.

The Business Process management Committee then determines how to solve the inefficiencies through employee training or implementation of business process automation software.  If the Business Process management Committee decides the inefficiencies are Enterprise Resource Planning (ERP) software related the committee will define the business process management objectives and write a request for proposal from ERP software vendors.  Once the ERP software selection is final the Business Process Management committee overseas the new ERP software related implementation to insure it meets the objectives of resolving the business process inefficiencies.

The Business Process management Committee focuses on the following objectives during ERP software implementation related projects

  • Consistent program and project execution
  • Meeting commitments
  • Staying within the parameters to measure progress across the entire organization
  • Employee project inclusiveness
  • Employee culture change

If you are interested in learning more about Business Process Management or Business process assessments please contact us to learn more!

Tags: Business Process Assessment, Business process management, Sage 100 ERP consultant, MAS 90 consultant, ERP software consultant