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Posts Tagged ‘sage 300 2016

Sage 300 2016 Operations Beta

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Introduction

We recently released Sage 300 2016 with Web UIs for C/S, Bank, Tax, G/L, A/R and A/P. Now we have released our first beta of the operations modules I/C, O/E and P/O. Internally we are calling this our February 2016 release, I’m not sure what it will be officially called externally yet. This release will be packaged as a Service Pack to the Sage 300 2016 version, so this will need to be installed first. This will be a pretty major Service Pack with a lot of new functionality added. But as a Service Pack, the actual internal program versions won’t change and the upgrade procedures will be the same as for a regular Service Pack.

Due to various dependencies, we needed to produce the Financial Accounting screens for the Web first. Even though most users who can really benefit from Web/Mobile access need the Operations screens. So hopefully having all these Operations screens available should open up a great many possibilities for our customers. Of course you can still use the existing Windows Desktop VB screens, and you can even use a combination of both.

You need to run the “Portal…” dialog from Database Setup again to seed some data for the operations modules into the Portal database.

New KPIs

We have new KPIs for I/C, O/E and P/O. They are in the screen shot below, namely “Top Salespersons”, “Inventory Item Performance” and “Activity Trend”. Also notice the menus for I/C, O/E and P/O have been added to the main menu bar.

operationkpis

Order Entry

We are really pleased to have moved Order Entry to the Web. This is a module where there are often a great many users that are located in different geographic locations, or need to use the module while on the road. This module also integrates with Sage Payment Solutions (SPS) for processing credit cards. Below is a sample showing the main Order Entry UI.

oe1100new

Purchase Order

Purchase Order is a pretty major module that is now in the Web. Perhaps we don’t get as many users running P/O screens as O/E screens, but for a lot of companies, the P/O process is very important. Below is a screen shot of the main P/O Purchase Order Entry screen.

poentry

Inventory Control

I/C is a large module with lots of UIs that now have Web UI versions. We haven’t moved Lot Tracking or Serialized Inventory yet, but most of the other I/C functionality is now available in the Web. Below is a screen shot of the I/C Receipts screen, which is one of the major I/C document entry screens.

icreceipts

Other Screens

A number of the lesser used C/S, G/L, A/P and A/R screens were omitted from the first release. Quite a few of these are now in. For instance C/S Schedules has been added along with the various recurring entry screens that use Schedule Codes.

schedules

We added a number of other screens like the G/L Fiscal Set Comparison screen.

fiscalsetcomp

Another thing you might notice is that the Web UIs are available in Chinese now in addition to English and French.

There will be More

This is just beta 1. It is focused on the new parts of the Web Screens. It doesn’t include the new features that will be included in the Windows Desktop version, these will be appearing in a later Beta.

Summary

With the addition of the I/C, O/E and P/O screens, Sage 300 now has a very large footprint of its functionality in the Web. Hopefully we can get lots of feedback from this Beta release and have a successful launch in February.

It may seem like we are releasing the February version pretty quickly after just releasing the main Sage 300 2016 version, but we are now looking to release three fairly major updates to the product each year. This is the result of our adoption of Agile methodologies and the use of continuous delivery techniques (to release frequently, reliably and easily). Even though this isn’t a cloud release, we can still use the techniques of cloud delivery for our on-premise customers.

 

Written by smist08

November 14, 2015 at 5:51 pm

Sage 300 2016 RTM

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Introduction

Sage 300 2016 has now been “Released to Manufacturing”. This is a bit of an archaic term since we don’t manufacture anything anymore. It really means that R&D has handed the product over to the next step in the chain that will allow it to be installed at customer locations. This is a staged plan where it first goes to “controlled release” customers and then out to the wider audience in phases. The important thing is that the software is ready for customers to go live with in production environments.

Recently I’ve blogged quite a bit on the new Web UIs, but in this article we cover all areas of the product.

Web UIs

The marquee feature is of course the new Web UIs. You can now run Common Services, General Ledger, Accounts Payable and Accounts Receivable from Internet Explorer, Edge, Chrome, Safari or Firefox. There is a nice Home Page with KPIs, good international support and many usability enhancements. You can now easily access Sage 300 from a Mac, Linux computer or tablet.

bankrecon

Easier Installation

You no longer need to run Day End, post outstanding batches or complete bank reconciliation before upgrading. This should make it much easier to schedule when you perform the upgrade as you no longer need to sync with these other ongoing processes.

We now run regacc.exe during installation (full and workstation setup), so that you don’t need to do this as a separate step if you want your users to run with lower permissions (more on that later). This is also run during un-installation to clean up the registry.

Better UAC Support

The goal of this support is that regular users can run day to day without requiring power user or administrator rights and that they can leave User Account Control (UAC) turned on. This means that there won’t be any registering of controls as the user runs (this is all done at installation time) and we’ve moved where we store things in the registry so a regular user won’t be required to write to HKEY_LOCAL_MACHINE. Of course to install the software you still need to be Administrator and the usual procedures still apply.

Support Newer Microsoft Products

With this release we add support for Windows 10, Office 2016 and SQL Server 2016.

Note that we no longer support Pervasive.SQL or Oracle. Further we only support Windows 7 (SP1), Windows 8.1 and Windows 10. I.e. we do not support Windows Vista or Windows 8. We also only support the 64 bit versions of the operation systems, we no longer support the 32 bit versions.

Check the system requirements KB article for all the gory details.

Payroll 7.2

This release includes Payroll 7.2 (which is also available for Sage 300 2012 and 2014). For US Payroll this includes cost center overrides and ACA reporting. For Canadian Payroll it includes the PIER balancing report and the T4A/R2 Report.

Miscellaneous

  • The G/L Transaction Listing Report can now be run either by document date or by posting date.
  • G/L Journal Entry has an “Entered by” field.
  • A post button was added to the main document entry screens like G/L Journal Entry so you don’t need to go to the batch list to post the batch.
  • The tax tracking report can now be from/to a fiscal year/period.
  • The Tax Clear History function has been moved out of the Tax Tracking report and into a separate periodic processing function.

gl2100

Integrations

With every release we update the various integrations that are included with the product. Make sure you also update these integrations like Sage CRM 7.3 to get all the benefits from that update as well.

Summary

Lots of new things in Sage 300 2016. Especially check out the new Web UIs. Besides the features mentioned there are always lots of bug fixes and minor improvement under the covers that improve the stability and performance of the product.

Written by smist08

October 3, 2015 at 8:50 pm

The Sage 300 2016 KPIs

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Introduction

The new Sage 300 Home Page provides a nice launching point for running your new Web based Sage 300 Accounting screens. It also provides a Home view where you can choose to display up to six KPIs out of a palette of twelve.

s300widgets

The twelve KPIs give a good selection of things from G/L, A/R and A/P since these are the accounting screens we are including with the first release. Then there will be more KPIs with the second release which includes the I/C, O/E and P/O screens and matching KPIs.

Some people love KPIs, others just find them a nuisance. Using the KPIs is entirely optional, it’s up to you to select what you wish to see. The KPIs are controlled by Sage 300 security, so if you don’t have rights for a KPI, it won’t be available to display.

Settings

Many of the KPIs have settings dialogs that you open from the hamburger menu. For instance below is the one for the Account Balances KPI where you choose the five accounts to show the balance for.

s300kpisettings

You can also edit the title of each KPI. You can re-arrange them on the screen using drag and drop. For KPIs with an associated report, there is another menu item on the hamburger menu that will open the report.

Technical Details

When we developed these, although I couldn’t blog on what we were working on, I did blog on some of the technical aspects that went into how these were implemented using CSQRY and then on caching and calculating these. For this on premise release, we aren’t implementing any of the cloud based technologies that would calculate these for you in the background. Instead we calculated these the first time you access them in a day, and then cache the result for the rest of the day. Most people open and close their browser pretty frequently so we want it to be quick. Of course you can select refresh from a given KPI’s hamburger menu to recalculate the data.

We had similar data widgets in our Sage 300 6.0 Portal, these new KPIs leverage what was developed there as well, for instance to display aging or to categorize financial data.

Summary

KPIs are a good way to see information relevant to your job quickly when you log in. Often you can use this information to decide what you need to do next, or to just keep your finger on the pulse of your business.

 

Written by smist08

September 6, 2015 at 11:05 am