Sage 500 ERP is proven, reliable, and efficient

Maximize your operations, insight and competitive advantage to stay ahead of the pack. Sage 500 ERP solutions (formerly Sage ERP MAS 500) provides customizable enterprise resource planning software designed to run every business function at peak efficiency and deliver the insights needed to realize the goals of a progressive business. Flexible, customizable, and scalable to grow and change with your business needs, Sage 500 ERP solutions run your business the way you want to, with a low cost of ownership and high return on investment.

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The newest release of Sage 500 ERP is now available!

The 2013 release of Sage 500 ERP is driven by the desire to deliver ongoing value and maintain compatibility with current market needs. The new features and enhancements in this release are designed to help increase productivity, simplify processes, and help reduce costs across your business.

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New Enhancements in Sage 500 ERP 2013

• Visual Process Flows – Are you a visual person, or new to Sage 500 ERP? The new Visual Process Flows (pictured right) in Sage 500 ERP 2013 show the workflow needed to complete everyday processes and actions.

  Using the Visual Process Flows, you can click on the step of the workflow you want to complete, and Sage 500 ERP will launch the necessary module or screen for you. You can even design workflows as you desire.

 

• Increase Accounting and Finance Productivity and Simplify Reconciliations with the ability to import cash receipts, track miscellaneous cash receipts and hard close sub-ledgers. New functionality allows for the import of pending cash receipts and the ability to track miscellaneous cash receipts within Accounts Receivable. Sage 500 ERP 2013 also now includes options to lock down postings to sub-ledgers individually in preparation for period end closing, making it possible to manage period end closing more smoothly.

 

• Reduce Costly Errors and Simplify Payment Processing with improved tax jurisdiction verification, expanded payment options, and a new web-based shipping option. Sage 500 ERP 2013 introduces Sage Exchange, a cloud-based technology that provides the integration between Sage 500 ERP and the Sage Payments Gateway. With the release of Sage 500 ERP 2013, fraud exposure is reduced by only storing sensitive cardholder data in the secure, cloud-based Sage Exchange Vault. The adoption of Sage Exchange in the 2013 release allows for the introduction of additional payment entry options to make payment processing easier and faster, including card swipe capabilities and mobile payments.

 

• Sales and Pricing – Sage 500 ERP 2013 includes enhancements that improve the pricing of items, processing of orders, accuracy of tax calculations, and the assignment and tracking of freight charges.

 

• Reduce Sales Tax Liability While Saving Time, Money, and Effort – Sage 500 ERP Sales Tax, by Avalara, simplifies the sales tax payments process for any business. This hosted, web-based solution automatically performs address validation, sales tax jurisdiction research, and rate calculation—all on the fly within your accounting application, with no change to your existing workflow.

 

• Automate Shipping to Reduce Costs and Improve Accuracy and Timeliness – Sage 500 ERP 2013 includes Shipping by SmartLinc, a new web-based, fully scalable multicarrier shipping solution. Sage Shipping is available in a number of deployment options with varying features to meet the needs of each individual business and supports most carriers.

 

• Simplify Processing in Manufacturing and Sales Operations with enhancements to the work order process, the ability to copy orders to a different customer and brand new Global Pricing Changes. New functionality allows the use of non-inventory items in manufacturing routings and bills of material, the ability to backflush setup hours, and an option to delete or cancel work orders

 

• Reduce Downtime and Increase Productivity with new customization options, visual process flows, and improved document transmittals. The 2013 release includes a number of features and enhancements designed for this purpose, including, Visual Process Workflows, Multiple email recipients for document transmittals, Keyword replacement during document transmittals, and consistent posting across all modules

 

• Customization – The 2013 release of Sage 500 ERP includes enhancements to Customizer making it easier to use and more powerful than ever. You can now check the syntax on customizer scripts before saving them with the new “Check Syntax” button, take advantage of additional custom controls, and even add custom tabs to an existing tab layout—all in a manner that will survive future upgrades.

Accounting and Finance

Drive productivity and efficiency with powerful, fully integrated core financial accounting software. With Sage 500 ERP solutions, you can streamline activities, maximize efficiency and gain insight with in-depth functionality customizable to the specific needs of your business.

Sage 500 ERP delivers a strong suite of tightly integrated, GAAP compliant, Accounting and Financial modules, easily customizable to the way you do business. Integration to Microsoft Office through Sage 500 Office brings added productivity and simplifies day to day operations with pre-defined or custom templates and mail merge or export capabilities.

Managing Cash Receipts

The timely, efficient, and accurate processing of cash receipts can help improve cash flow and reduce risk. With Sage 500 ERP 2013, it’s never been easier to manage cash receipts. New functionality allows for the import of pending cash receipts and the ability to track miscellaneous cash receipts within Accounts Receivable.

- Import Cash Receipts

The need to import pending cash receipts originates largely with the change in the way business is done today. The increased use of electronic funds transfers, lock boxes, third-party webpages, and alternative collection methods means that manual entry and application of customer checks against invoices is often no longer sufficient. To address this need, a new import entity has been added to the “Maintain Import Job” task in Data Import Manager.

- Track Miscellaneous Cash Receipts

Miscellaneous Cash Receipts are not always easily tracked and can cause issues in accounts receivable and cash management when it comes time to perform reconciliations. Sage 500 ERP 2013 now includes enhancements to standard reports and views that include miscellaneous cash receipts, saving time and increasing visibility.

Cash Management and Bank Reconciliations

Bank Reconciliation can be tedious and time-consuming. A fixed-size screen with a limited display and a register that does not allow an opportunity to review or correct mistakes can make this task even more challenging.

Sage 500 ERP 2013 improves the experience with a re-sizable Bank Reconciliation screen and the ability to reprint the register as many times as needed.

Period End Closing

Period end closings are time sensitive and time consuming. Production of timely financial reports is critical to good business management – and in some cases ongoing funding.

There always seems to be at least one transaction that needs to post after the period end closing is complete, which is unacceptable when financial reports have already been submitted to external entities. To control postings of this type, Sage 500 ERP 2013 includes options to lock down postings to sub-ledgers individually in preparation for period end closing. With the proper permissions this lock can also be overridden.

In “Set Up Fiscal Calendar”, there are now options to lock or unlock postings to individual sub-ledgers by fiscal year and period.

These improvements increase the efficiencies of the Accounting and Finance function, and reduce administrative costs.

General Ledger

Keep your business on track and make timely, informed decisions with fast, accurate access to critical financial data. General Ledger combines powerful functionality and flexibility with user-defined options to accommodate the most complex company structures. Set up an unlimited number of companies and customize your own chart of accounts, or choose from over a dozen industry-specific selections to use as-is or modify for quick, easy implementation.

Maintain budget data in a spreadsheet if desired, and then update the general ledger accounting information through a direct Excel link. Run virtually unlimited reports with extensive drill-down capabilities to view everything from detailed journal entries to original source documents.

Accounts Payable

Improve efficiency, reduce administrative costs and gain better control over expenditures with Accounts Payable. Automate vendor-related tasks, customize vendor management and payment procedures to suit the needs of your business.

Simplify voucher entry by automatically calculating sales taxes, discounts and due dates, as well as by defaulting general ledger accounts, payment terms, and 1099 information. Quickly access key information for day-to-day tasks and period-end processing and generate reports.

Accounts Receivable

Improve cash flow and enhance customer service through more effective management of your entire collections process. Accounts Receivable streamlines every step in your collection process from invoice entry to payment, calculates sales taxes, discounts, commissions, and due dates, and automatically updates the General Ledger account.

Group customers into parent and subsidiary relationships to facilitate orders, record payments, and check credit for all affiliated companies. Monitor customer accounts more efficiently with up-to-the-minute statistical summaries, transaction listings and in-depth management reports.

Cash Management

Streamline transaction processing and reconciliations for more efficient, accurate cash management and planning. Cash Management enables you to quickly and easily handle and track a wide range of bank transactions—including deposits, withdrawals, adjustments, interest earnings and charges, bank fees, and transfers between bank accounts—with pinpoint accuracy. Extensive drill-down and drill-around capabilities deliver fast, convenient access to transaction details and source information. Cash Management easily integrates with other Sage 500 ERP modules for extended capabilities.

Multicurrency Management

Optimize your international opportunities with streamlined, flexible management of multiple currencies, exchange schedules, and currency fluctuations. Multicurrency Manager creates and maintains an unlimited number of currencies and exchange rate schedules and provides the critical data you need for more informed decision making and improved trend analysis.

Update exchange rates on a daily basis and automatically record realized or unrealized gains and losses due to currency fluctuations to the assigned general ledger accounts. Standard reports and registers create a complete audit trail of detail activity before posting. Retain detail postings and monthly summaries for an unlimited number of years for year-to-year comparisons.

Allocations

Deploy resources, monitor costs and plan budgets more accurately and efficiently. Allocations is a powerful yet flexible automation tool to structure nearly any allocation, distribute allocations in a variety of ways, redistribute individual transactions, and create accrual transactions. Built-in formulas enable you to perform a wide range of calculations quickly and easily to save time while enhancing the budgeting and planning process.

Processing controls allow you to run individual allocation and accrual transactions as well as transaction batches in specific periods. A complete audit trail provides a clear picture of formula calculation.

Sage Active Planner

Sage Active Planner is an enterprise-wide, purpose-built budgeting and planning application. With Sage Active Planner, you’ll make quicker, more informed business decisions by shortening budgeting and planning cycles. And with a planning process that is easier and more efficient, you’ll be able to encourage collaboration across all lines of business and tie budgeting activities to organizational performance.

Sage FAS Fixed Assets

Sage FAS Asset Accounting is a comprehensive solution that provides advanced fixed asset accounting and reporting features. It offers more than 50 depreciation methods including MACRS 150 percent and 200 percent (formulas and tables), ACRS, Straight-Line, Modified Straight-Line (formulas and tables), Declining Balance, Sum-of-the-Years-Digits, and user-defined depreciation methods.

Sage FAS Asset Inventory allows you to efficiently create and track multiple physical inventories of assets and enjoy complete control over your entire asset inventory at every step. This solution allows you to track your fixed asset inventory thoroughly, helping to eliminate lost or stolen assets and reduce insurance and tax overpayments. With automated inventory functionality and built-in reconciliation capabilities, Sage FAS Asset Inventory offers you a complete range of inventory tracking tools so you can effectively achieve tighter control over your fixed assets.

Sage 500 ERP Sales Tax

Reduce your audit risk, stay ahead of constantly changing sales tax laws for manufacturers and ensure compliance in every market. Sales Tax automates comprehensive sales and uses tax functions ranging from jurisdiction assignment, rate research, and maintenance to reporting, returns, and remittance calculation. This hosted Web-based solution seamlessly integrates with Sage 500 ERP for manufacturing and automatically performs functions on the fly within your existing accounting application – no changes required.

Credit Card Processing

The ability to accept and process credit card transactions is vital to today’s business operations. Sage 500 ERP has included these capabilities for some time, but there are some significant changes in the 2013 release with the introduction of Sage Exchange for credit card processing. These changes can be found in:

Sage Exchange Portal
Sage Exchange Vault
New Payment Entry Options

Sage Exchange is cloud-based technology that provides the integration between Sage 500 ERP and the Sage Payments Gateway. It consists of two key elements: the Sage Exchange Portal and the Sage Exchange Vault.

Sage Exchange Portal

Sage Exchange Portal provides a user-configurable dashboard and flexibility to view payment information on the web through a tablet or desktop. The dashboard can be customized to gain access to the information that is important to you. Use the predefined tabs to assign access to Sage Exchange Portal for your employees, and easily make connections using tablets or mobile phones. Plus, you gain 24/7 access to the Sage Payment Solutions customer support database right at your fingertips.

Sage Exchange Vault

Earlier versions of Sage 500 ERP included the option to store sensitive credit card information locally in an encrypted state or store that information in the “vault” with the processor. With the release of Sage 500 ERP 2013, storing credit card information can reduce fraud exposure by only storing sensitive cardholder data in the secure, cloud-based Sage Exchange Vault.

For added cardholder security, Sage 500 ERP 2013 will also allow a one-time use credit card for a payment transaction without saving credit card information. Users migrating from previous versions of the software will be able to easily move customers’ credit card information from their current location into the secure Sage Exchange Vault. The migration process will be streamlined for existing Sage Payment Solutions users.

The Sage Exchange technology will include connection to a secure vault for storing all sensitive credit card information outside of Sage 500 ERP, as well as for processing credit card transactions. The 2013 release will no longer be subject to the lengthy PADSS audit process, which ties up valuable Sage development resources.

Additional Payment Entry Options

The adoptions of Sage Exchange in the 2013 release introduces a number of additional payment entry options to make payment processing easier and faster, including:

Card Swipe Capabilities
Mobile Payments

Card Swipe Capabilities

Sage Exchange will reduce merchant transaction fees when cards are present and speed the entry process when swiping credit cards using a Sage Payments recognized USB card swipe device attached to the desktop terminal.

New card swipe capabilities have been truly integrated so that payments processing is built into the normal Sage 500 ERP workflow, which can replace the disconnected card swipe systems that many companies still use today.

Sage Mobile Payments

Sage Exchange allows payments to be collected anytime, anywhere, by smart phone. Ideal for cash sales, Sage Mobile Payments immediately captures the cash transaction information and sends it to Sage Exchange, for secure transfer to Sage 500 ERP 2013.

Companies that provide services and collect fees in a mobile environment, such as mobile repair services, will find these features especially helpful.

Customer Relationship Management

Build customer loyalty, improve satisfaction, and achieve a better ROI.

Set new standards for customer service, improve loyalty and retention, and boost sales. With seamless integration to customer relationship management (CRM), you can profile, track and target customers for a better bottom line. Get immediate visibility to critical customer data and increase productivity throughout your business with real-time access.

Sage SalesLogix Marketing

Manage full-scale marketing campaigns. Shorten your sales cycle by analyzing leads to identify your most profitable customers. Capturing rich, timely data from customer interactions across your organization allows you to develop and execute meaningful marketing programs that generate results.

Sage SalesLogix Sales

Increase team sales performance by managing all aspects of the sales cycle and increasing team sales performance. Sage SalesLogix Sales is a single repository for the customer information captured across your entire organization that enables you to access account and contact information, track opportunities from lead through close, manage team calendars and activities, forecast revenue, and report on sales activities and effectiveness.

Sage SalesLogix Support

Track and resolve support issues faster with instant access to relevant customer data, including products purchased, ticket and defect history, and maintenance contract status—making each customer interaction effective and positive.

Sage SalesLogix Customer Service

Deliver the resources and tools that drive sales performance and help provide superior customer support. Sage SalesLogix Customer Service solutions provide a powerful deployment alternative to traditional client/server applications. Designed for businesses needing a Web-based CRM solution with flexible financing options, Sage SalesLogix Customer Service is easy to deploy, customize, and use.

Wholesale Distribution

The Sage 500 ERP (formerly Sage ERP MAS 500) wholesale distribution software comprises a robust suite of modules that work synergistically to provide advanced solutions for tracking, managing, and replenishing inventory and managing warehouse operations through the entire distribution cycle, from purchasing to stocking, all the way through sales.

The following modules integrate seamlessly with Sage 500 ERP wholesale distribution software to build valuable functionality as stand-alone solutions and give your distribution operations unparalleled efficiency and control.

Inventory Management

Track costs and sales histories by warehouse, and use multiple bins in the same warehouse for a single inventory item. With this wholesale distribution software feature, you’ll be able to quickly locate the items your customers are requesting.

Inventory Replenishment

Meet demand and reduce inventory and carrying costs with the Inventory Replenishment wholesale distribution software module by incorporating such factors as seasonal cycles, sales history and lead times to determine the appropriate order point for inventory.

Warehouse Management

Align processes in your warehouse with your business management system. The Warehouse Management wholesale distribution software module extends the functionality of the Inventory Management and Inventory Replenishment modules by providing advanced features, including bin tracking, three-step inventory transfers, and both wave and zone picking.

Purchase Order

Control inventory through accurate tracking and manage the physical receipt of materials by matching the delivery receipt with the invoice and the original purchase order.

Sales Order

Price inventory items based on customer class, location, discounts, or any number of criteria your business requires. Each line item can have its own ship-to address, salesperson, tax rate, ship date, ship-from location and drop ship.

Credit Card Processing

A complete credit card processing solution for mail order, telephone order, and Internet businesses. Transactional information, such as authorization codes, is captured and stored for historical and reconciliation purposes. Security and fraud prevention features protect both you and your customers from unauthorized credit card usage.

Sales Tax

Constantly changing tax laws intensify the complexity of calculating, collecting, and remitting sales and use taxes to more than 8,000 taxing jurisdictions across North America. Automate calculation, reporting, and returns to reduce audit risks, and time-consuming tax schedule research. Sage Sales Tax automates functions ranging from jurisdiction assignment, rate research, and maintenance to reporting, returns, and remittance.

Return Merchandise Authorization

Processing returns and staying competitive demands a more specialized level of service. Tracking and resolving these returns can be an increasing challenge. The Sales Order module includes advanced tools to manage customer returns and a formalized Return merchandise Authorization process to help you easily implement return and replacement policies.

Light Manufacturing / Advanced Kitting

Manage production and kit assembly without complicated labor transactions or material issues. Streamlined Sage 500 ERP manufacturing business software integrates with other optional modules and allows distributors, assemble-to-order industries, and other light manufacturers to concentrate on other critical business issues without getting tied up in complex manufacturing processes.

Product Configurator

Configure sales orders and finished parts routings or bills of material based on variable functions. An easy-to-use manufacturing software interface lets customer service quickly identify and select configured parts. Create new items on-the-fly using customized item masks, as well as new long- and short-item descriptions. As part of Sage wholesale distribution software, Product Configurator even builds the item cost and suggested price.

EDI

TrueCommerce is your single-source Electronic Data Interchange (EDI) provider for everything you need to implement a fully integrated EDI solution. TrueCommerce makes EDI painless, simple, and affordable.

eCommerce

In today’s economy, everyone needs to boost sales and do more, faster. eBusiness Suite for Sage 500 ERP (formerly Sage ERP MAS 500) powered by RKL increases the efficiency and productivity of customers, salespeople, and customer service representatives. The eBusiness Suite enables 7 x 24 B2B ecommerce and provides a technology upgrade through state of the art standardized web services that enable ease of solution integration. As a result customers will increase sales revenue, efficiency and productivity while minimizing the costs associated with solution integration.

B2B and B2C Capabilities

Customers, salespeople and customer service representatives have the ability through your on-line store to place orders and get accurate and up to the minute information about items, prices, inventory, account status and expected delivery dates. eBusiness Suite provides the ability to pick, pack, and ship invoices for on-line orders and enables Credit Card processing of payments through integration with the Sage 500 ERP Credit Card module.

Online Access to Account Information

eBusiness Suite can function as a remote interface for Sage 500 ERP . The user can view customer’s orders, shipments, invoices, payments and backorder information. It is ideal for salespeople or customer service representatives to see a comprehensive overview of customer accounts in order to respond quickly to customer requests and follow up on orders or payments due. Security features allow access to this feature at the Customer level, Sales Team, Salesperson or Company.

Streamlined Order Entry/Processing and RMA Entry

Choose from multiple interfaces to enter a quote or an order directly into Sage 500 ERP or copy or edit an existing order. Filters can limit the items displayed during entry by Sales Product Line, Item Category or Item Class. Sales Product Lines can also be filtered by Login ID to allow for customer specific price lists. To further streamline the process use eBusiness to enter an RMA in Sage 500 ERP and email the customer the RMA packing sheet and label. Autoship functionality enables processing of sales orders and lines through pick/pack/ship/invoice upon order creation.

Additional Features

Additional features include Pricing and Inventory Inquiry, Data Import/Export Tools, Security and Configurability Options.

Human Resource Management

Accurately administering a company’s work force is vital to its success and growth. Sage 500 ERP (formerly Sage ERP MAS 500) professional services automation software offers powerful human resources (HR) and payroll solutions that enable you to automate HR and compliance activities, easily process and track payroll and attendance, and manage employee relationships with insight.

HRMS HR

Quickly access and analyze key employee data with minimal effort for easier benefits administration thanks to this professional services automation software solution. Integration with Microsoft Office provides immediate transfer of information into Word and Excel.

HRMS Attendance

Expand your attendance tracking capabilities with HRMS Attendance. The system offers easy setup, management and monitoring of multiple variations of employee attendance plans. Fully integrated with HRMS HR, you can enable automatic recording of incident-based time off (jury duty, bereavement) as well as regular time off (vacation, illness and holidays).

HRMS Payroll

Process your payroll reporting quickly and with exacting accuracy. HRMS Payroll is fully integrated with HRMS HR allowing benefits administration and attendance plan management to automatically update with payroll processing.

Payroll Update Plan

We know that payroll software is a critical component of your business – that’s why we provide payroll tax table updates through the Payroll Update Plan (PUP). The payroll tax table update plan is crucial for businesses that need assurance that their payroll system is in compliance with state and federal payroll tax changes. Our payroll tax updates and magnetic media software help ensure that your business handles the critical tasks of processing payroll tax withholding and reporting quickly, accurately, and easily – for a fraction of the cost of manual payroll tax calculations or an outside payroll service.

Payroll tax table updates

Our Payroll Update Plan (PUP) is available on disk. PUP provides you with the most up-to-date payroll withholding information automatically!

Manufacturing

Sage 500 ERP (formerly Sage ERP MAS 500) manufacturing software provides manufacturers with the flexibility and expanded capabilities to meet the diverse business requirements of varied industries, including industrial, automotive, high tech, electronics, consumer packaged goods, and other industries. One of the key advantages of the suite is its streamlined integration of routings and bills of material, which allows for improved lead-time calculations, more accurate material plans, and better resource allocation.

With the nine Sage 500 ERP manufacturing software modules, your operations become optimized for maximum productivity and provide a real-time business picture that gives you vision to manage profitability with insight.

Advanced Manufacturing

You’ll be able to spot production bottlenecks and quickly implement last-minute engineering changes. Manufacturing business software extends visibility of the shop floor to your entire enterprise to see which employees are currently working at any production facility. Customer service can quickly view the status of a customer order without having to interrupt the shop supervisor. The GAAP-compliant job costing system helps identify your most profitable (or most expensive) manufactured items.

Advanced Planning and Scheduling

Eliminate late orders and lost production time due to errors in scheduling and planning with automated production scheduling software. Sage 500 ERP manufacturing software includes a drag-and-drop schedule board that takes into consideration real-world concerns and displays all system-generated operation schedules, while allowing supervisors or production scheduling personnel to prioritize high-priority orders or shift scheduled operations.

Engineering Change Management

Control production costs with advanced manufacturing software by tracking constantly changing labor operations and material items as new items are developed and manufacturing processes are streamlined using newer equipment. Use this top-quality solution to meet your ISO and QS certification requirements and maintain quality control. Sage 500 ERP, manufacturing business software, integrates Engineering Change Management (ECM) with e-mail notifications providing instant visibility and standardized approval methods for routing and bill of material changes.

Estimating

Sage 500 ERP manufacturing business software helps you base your estimates on more than an educated guess regarding total cost of production by understanding key impact factors such as material costs, outside processing and labor, overhead rates, and one-time tooling and engineering set-up charges. Directly convert estimates into a customer quote or directly into a sales order with a simple mouse-click.

Light Manufacturing Advanced Kitting

Manage production and kit assembly without complicated labor transactions or material issues. Streamlined Sage 500 ERP manufacturing business software integrates with other optional modules and allows distributors, assemble-to-order industries, and other light manufacturers to concentrate on other critical business issues without getting tied up in complex manufacturing processes.

Material Requirements Planning

Understand material and distribution requirements across your enterprise. Sage 500 ERP manufacturing software uses historical data and advanced replenishment formulas to help you more easily understand current and future material and distribution requirements. Single-screen planning provides up-to-date item statistics, including on-hand quantities, current purchase orders, work orders, transfer orders and other elements that affect planning decisions.

Product Configurator

Configure sales orders and finished parts routings or bills of material based on a variable functions. An easy-to-use manufacturing software interface lets customer service quickly identify and select configured parts. Create new items on-the-fly using customized item masks, new long and short item descriptions—Product Configurator even builds the item cost and suggested price.

Project Management for Manufacturers

Equip project management with all the tools they need to manage engineering or prototype production projects or complex installations with Sage 500 ERP Project Management for Manufacturers module and stay within budget and scope.

Shop Floor Control

Use Sage manufacturing business software to log onto shop floor operations manually or use the built-in bar coding functionality to scan work order numbers. Easily customize the menu to include virtually any activity, maintenance function, report or inquiry you need to run your shop floor. It’s designed for use with bar code and touch-screen technology, meaning the shop floor can run on a terminal or from a remote handheld Windows CE device.

Process Manufacturing

O2 Process Manufacturing is a full-featured, mixed-mode module for process manufacturing, engineered for seamless integration into Sage 500 ERP.

Service Management

Service Management-Plus (SM-Plus) for Sage 500 ERP provides service-centric organizations with enhanced performance, productivity, and customer satisfaction.

Time & Project Management

Prevent cost overruns and generate bottom line savings with advanced enterprise project management software. Sage 500 ERP (formerly Sage ERP MAS 500) Time and Project Management solutions provide project management software tools to help your business achieve the operational edge with powerful features that put you in control of managing projects with exceptional flexibility.

Sage Timesheet Sage 500 ERP Edition

Enterprise project management software allows you to track projects and collect data on the actual time spent and the expenses incurred on each task. Along with seamless integration with Project Accounting, Sage Timesheet – Sage 500 ERP Edition adds sophisticated time data collection to all major financial and payroll systems.

Project Accounting

Prevent cost overruns, generate bottom-line savings by tracking actual vs. estimated costs, and increase forecast accuracy throughout project lifecycles. Project Accounting also provides Internet-based remote time and expense entry. This is one of the project management software tools.

Microsoft Project Link

Integrate Sage 500 ERP Project Accounting with Microsoft Project and gain visibility while reducing administrative time by making single-entry updates to both systems simultaneously. This versatile project management software tool updates a wide range of project costs and time with a single data entry.

Service Management

Service Management-Plus (SM-Plus) for Sage 500 ERP provides service-centric organizations with enhanced performance, productivity, and customer satisfaction.

Business Intelligence & Reporting

Business Insights Dashboard

See a real-time snapshot view of your vital business operations in one convenient dashboard. Leverage key performance indicators such as current sales, customers, financial data, and more. Business Insights Dashboard uses .NET and web browser technology to put up-to-date company metrics, ad-hoc inquiry, analysis, and competitive intelligence at your fingertips.

Business Insights Analyzer

Gain insights into your business and make informed decisions quickly, decisively, and confidently. Business Insights Analyzer is an intuitive, easy-to-use analytics tool that serves up reports in many formats, filters, groups, sorts, and organizes your data in the way most appropriate to your task at hand.

Business Insights Explorer

Optimize daily decision making in the most critical areas of your business. Business Insights Explorer brings ad hoc inquiry, drill-down and drill-around analysis up to a whole new level. Turn your data into knowledge that you can act on by using powerful sorting, grouping, and filtering capabilities that you personalize to your specific needs and role within your company.

Sage 500 ERP (formerly Sage ERP MAS 500) Alerts

Send e-mail notifications to you and your specified personnel when something significant happens in your business. Solving problems before they start can satisfy your customers far more consistently. Integrated into critical Sage 500 ERP modules, Alerts shifts your focus using early warning signals that announce critical events in your Sage 500 ERP system, including credit holds, inventory thresholds, priority client transactions, urgency levels, and more.

Sage 500 ERP Office

Harness the power of automation to build stronger, more lasting customer relationships through enhanced communications. With the Office module, you can use predefined, customizable templates to help you automatically (or manually) generate business communications that incorporate application data.

Web Reports

Generate and view any report found within Sage 500 ERP operational modules over Microsoft Internet Explorer with the same high level of security as any module’s standard output.

Crystal Reports

Format and print a wide variety of standard reports with Crystal Reports®. This powerful report writer is used throughout Sage 500 ERP for formatting and printing reports. The core reporting functionality for each module of Sage 500 ERP includes a wide variety of standard reports. You can customize each report with specific option choices, and sort preferences and selection criteria. By leveraging the power of SQL Server, reports are tuned for high performance—even when data volume is significant. Reports can be output to paper or to a Web page at your discretion.

Alerts and Workflow

KnowledgeSync monitors and responds to critical business conditions across your entire organization – Finance, Sales, Manufacturing and beyond – by automatically identifying elements that are crucial to the success of your business.

Document Management

doc-link™ software is an integrated document management system (IDMS) that interfaces with your business system, bringing control to your existing workflow and effectively eliminating paper.

Sage Business Intelligence powered by Alchemex

“Improve the productivity of your financial staff, enhance report presentation, and streamline report preparation. Build your intelligence solution so it works the way you want, using the flexibility of Sage Business Intelligence powered by Alchemex.”

Sales & Pricing

Sales and pricing are an integral part of business operations. Sage 500 ERP 2013 includes enhancements that improve the pricing of items, processing of orders, accuracy of tax calculations, and the assignment and tracking of freight charges.

New features in this area include:

• Global Price Changes
• Copy Sales Order/Quote to New Customer
• Longitude/Latitude Support for Sage Sales Tax
• Sage 500 ERP Shipping by SmartLinc

Global Price Changes

Sage 500 ERP provides a number of pricing options including Inventory, Item, and Price Sheets, plus a variety of price group types such as Contract Pricing, Inventory Pricing, National Account Pricing, Product Price Groups, and Promotional Pricing.

The flexibility in these pricing options provides a highly customizable pricing structure. With potentially complex pricing structures, it can be both time consuming and difficult to perform updates when cost factors or other parameters necessitate a global pricing change. The 2013 release addresses this issue with the introduction of new tasks in the Inventory Management application:

• Global Price Base Change
• Global Price Group Change
• Business Insights Explorer Views

Global Price Base Change

The Global Price Base Change task allows customers to select which items they wish to update based on the Price Base Type and Data Selection criteria.

1. Changes may be applied to the Item Standard Price, Item Standard Cost, List Price, Price Sheet, Replacement Cost, and/or Standard Cost.
2. Candidate entries (records) are displayed in the grid at the bottom of the screen.
3. The adjustment method, amount or percent, and tolerance, can then be set and applied to the records in the grid.
4. Once the application is complete, the results can be reviewed for accuracy, validated, and/or edited in Excel.
5. Entries with Warnings are flagged for review or update prior to committing changes; entries with Fatal Errors are flagged for review and resolve. No change will be updated to entries with Fatal Errors.
6. Buttons at the bottom of the screen allow the quick deletion of entries with either Fatal Errors or Warnings.

Global Price Group Change

The Global Price Group Change task allows changes by Price Group Type as selected by Item or Product Price Group and its specific pricing strategies.

1. Adjustments may include an Effective Date and an Expiration Date.
2. In some cases, adjustments may be applied to the grid using an effective date as well.
3. Candidate entries (records) are displayed in the grid at the bottom of the screen. Columns associated with the records vary based on the Price Group Type selected.
4. Once adjustments are applied to the grid, the results can be reviewed for accuracy, validated, and/or edited in Excel.
5. Entries with Warnings are flagged for review or update prior to committing changes; entries with Fatal Errors are flagged for review and resolve. No change will be updated to entries with Fatal Errors.
6. Buttons at the bottom of the screen allow the quick deletion of entries with either Fatal Errors or Warnings.

Business Insights Explorer Views

In addition to the change utilities in the 2013 release of Sage 500 ERP, three new views under the Insights menu specific to pricing are included.

Pricing details can be easily viewed prior to making any changes from the new Pricing subfolder in Inventory Management Insight.

Copy Sales Order/Quote to New Customer

The ability to copy an existing Sales Order or Quote has long been an advantage in Sage 500 ERP. Copies included items and quantities ordered, as well as customer information used to arrive at pricing and discount information.

Now included in this feature is the ability to modify customer information on the copied order to expand the usefulness of the “template.”

Sage 500 ERP 2013 offers copy enhancements that allow for assignment of a new customer with the option to re-price the order based on the changes, copy quantities, copy the dates, manually assign new dates, and/or include a new Customer Purchase Order number.

Longitude/Latitude Support for Sage Sales Tax

Sales Tax compliance is an ongoing concern for many businesses. In today’s global marketplace, it is critical to be aware of and adhere to local tax regulations, no matter where the sale originates or the delivery occurs.

At the same time, determining the correct nexus or jurisdiction may be increasingly difficult as municipalities grow, shrink, are annexed, or split off. In areas where the housing market or industrial development is ahead of the street address or ZIP code updates, it may even be difficult to determine the correct address information to determine the nexus.

For these reasons, Sage Sales Tax has begun to offer the ability to determine sales tax nexus based on the longitude and latitude of the delivery site. To accommodate this new ability, longitude and latitude fields have been added to the customer information screens in Sage 500 ERP 2013.

Sage 500 ERP Shipping by SmartLinc

Globalization of the economy means that businesses of all sizes need the ability to efficiently process and track shipments through multiple carriers. Sage 500 ERP 2013 includes Sage 500 ERP Shipping by SmartLinc, a web-based, fully capable shipping system that can be deployed at a single location or multiple locations.

Sage Shipping can be loaded on a central server and then mapped to local workstations, as needed, to accommodate shipping demands. Whether the business ships only a few packages per day or thousands, Sage Shipping can process shipments with the speed and accuracy businesses expect and demand from a “state-of-the-art-system”.

Sage Shipping is available in a number of deployment options with varying features to meet the needs of each individual business and supports UPS, USPS, FedEx, DHL, LTL, and Full Truck load carriers; company vehicles; or regional carriers. Shipment charges and tracking numbers are automatically updated to Sage 500 ERP, with the option to add package tracking information to the sales order line or item level or email notifications including the date, the carrier, tracking numbers, and an embedded link to the carrier’s website sent directly to the recipient.

Sage Shipping can be accessed and used from within Sage 500 ERP for individual shipments using the standard workflow, or for high-volume customers the Sage Shipping terminal can be accessed directly from the server or web. In the second scenario, there is an option to auto update a group of shipments to Sage 500 ERP either as a one-time update, or at intervals throughout the workday.

Timesheets for Sage 500 ERP

Timesheets for Sage 500 ERP is a unique web-enabled time-keeping solution for Sage 500 ERP. ISM’s Timesheet is simple, easy to use and works with the Sage 500 ERP Project Accounting Module. It is designed for employees to securely go online and enter their time based on a schedule that is established by the company. The system allows you to set up and track all your projects , labor hours, holiday & vacation hours, and 1099 employees to tie in with Sage 500 ERP Project Accounting. The system allows audit trails and logging of transactions. Time entry is easy with ISM Timesheets for Sage 500 ERP.

•ISM’s Answer to time entry in one easy-to-use web based solution
•Complete electronic time processing system that eliminates paper work & improves your organization’s productivity
•Designed specifically for seamless integration with the Sage 500 ERP Database and Project Account Module
•Complete & secure Audit Logging of all transactions
•Customizable easy to build reports that give you quicker access to the information you care about
•Built for companies that need an enterprise level Time Entry Solution

Ease of Use

Due to the depth of functionality, ERP software can be complex. Sage 500 ERP continues to enhance ease of use with each release to maximize productivity and reduce the effort expended on routine tasks. The 2013 release includes a number of features and enhancements designed for this purpose, including:

• Multiple email recipients for document transmittals
• Keyword replacement during document transmittals
• Consistent posting across all modules

Multiple Email Recipients for Document Transmittals

More and more companies are “going green” and taking advantage of paperless document transmittals for invoices, debit or credit memos, statements, and other traditional paper records.

Sage 500 ERP has included this capability for some time to an individual recipient, but feedback suggests that often a single recipient is not sufficient, especially with larger organizations where multiple individuals need to review or approve transactions. In the 2013 release, the ability to distribute these documents to additional contacts is available.

It is now possible to designate by document, by contact, and which contacts are included in the distribution list – so that the right people get the information immediately. This means less paper, faster and easier distribution, and shorter turnaround times.

Keyword Replacement for Document Transmittals

The 2013 release delivers new functionality for document transmittals. In addition to increased flexibility in delivery options, the ability to customize the accompanying email with keyword replacement is now available.

Consistent Posting Across All Modules

Sage 500 ERP 2013 now includes a consistent layout for the posting interface across all the modules and posting functions, where standard batch posting takes place. This new enhancement can help increase productivity and reduce unnecessary confusion when completing the same type of activity across those modules.

Ease of Customization

One of the primary strengths of Sage 500 ERP is the ability to customize the software to work the way each individual business works. In the past, an ongoing concern has been the need to reapply or reinstall customizations with each upgrade applied. The 2013 release includes enhancements that make it easier to customize the screens and workflows, and to have those customizations survive future upgrades – without the need to reapply or reinstall them. These enhancements include:

New Check Syntax button
Expanded Custom Control options
Expanded Customizer to allow the addition of tabs to existing tab controls

Check Syntax Button

The syntax on any script can be tricky and cause the entire customization to fail or error out. In Sage 500 ERP 2013, a “Check Syntax” button is now included on the script editor interface to allow verification of the syntax without having to leave the editor, making it easier and faster to create customizations.

Expanded Custom Controls

Existing controls may not always be the right fit for each unique business. The release of Sage 500 ERP 2013 includes “optional” behaviors to several of the most commonly modified controls.

By selecting the new “optional” behaviors in the customizer in place of the code-level modification, the customization will survive an upgrade, preserving your investment when it is time to move up to the next version of Sage 500 ERP.

Add Tabs to Existing Tab Controls

In some cases, the level of customization cannot be contained within the existing real estate on the interface. Previously, interfaces with existing tabs forced these customizations to a button that would launch an additional interface. As of the 2013 release, the ability to add a custom tab to existing tabs is now an option, providing more real estate for customizations more in line with the look and feel of the existing interface.

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