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Sage Software MAS 500 Version 7.2 manual

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Table of contents for the manual

  • Page 1

    Sage MAS 500 Version 7.2 Pre-Release Guide January 2008[...]

  • Page 2

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Table of Contents Overview ................................................................................................................................................................... 1 Availability ..............................................................................................[...]

  • Page 3

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Ov er view Sage MAS 500’s ri ch he ritag e a s a technol ogy le ader ha s bee n a key f oun dati on of the sol utio n for more than one decade. A s the first Mid-Market solution to develop an ERP appli cation from the ground-up ba sed on SQL Server and Visu al Basic Technology, Sag e MAS 500 has e[...]

  • Page 4

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE New Modules Business Insights Dashboard The new Busine ss Insights Dashboard modu le keeps customers in charge of their business by channeling all the informati on they need in to one conv enient and powerful web dashboa rd solution. Business Insight s Dashboard provides an unsurpassed level of know[...]

  • Page 5

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE The data view included with Business Ins ights Dashboard have been assign ed individua l task rights allowing administrators to set security for e ach KPI by company based on their appropriate role in the organization. The ab ility t o modify the pe rsonal experience and to modify the global experie[...]

  • Page 6

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Server SSIS, administrators can schedule th e SSIS package to run on a regular basis. Furthermore, devel opers can modify the final pack a ge by adding scripting for additional validations and other complex transformation s. Data Import Man ager also addresses one of t he mo st widely used applicati[...]

  • Page 7

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Module Entity or Transaction Capability AP Vouchers Insert IM Pricing ( including price s heets, groups, matrix and cust omer) Insert SO Open Orders Insert and Add Lin e SO History Orders Insert PO Open Orders Insert PO History Orders Insert MF Work Centers Insert MF Routings Insert MF Employees Ins[...]

  • Page 8

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE StarShip Freight Highlights • Swiftly convert orde rs using item det ail to automate freight ratin g and Bill of Lading • Reduce shipping -related expen ses by combining m ultiple orde rs in a single ship ment • Capture item, box, an d pallet detail usin g a simple drag-a nd-drop met hod • I[...]

  • Page 9

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Usability Enhancements Warehouse Automation Pick by Order or Shipment A new flexible picking optio n within WA allo ws t he ope rator to d rive the picking p roces s based on a sales or de r number or sh ip me nt number, th us allowing pick ing of urgent o rders withou t co mpleting entire pick list[...]

  • Page 10

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE A set of new options will allow warehouse manage rs to require handheld personnel to scan items and enter the customer num ber when pi cking or pack ing an order. Thi s proc ess will ensure a more accurate picture of the customer’s inve ntory situation prio r to processin g new orders. Project Acc[...]

  • Page 11

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Business insigh ts Explorer ha s been enhance d to include a new “Active Me mos’ Preview for the most common memo s a user may need inquiry access to incl uding Vouchers, Invoices, Work Orders, Projects, Purchase Or ders, and Sales O rders. Office Templates The Sage MAS 500 Office temp late crea[...]

  • Page 12

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Business Insi ghts Explor er Introduced in Version 7.0, Business insights Expl orer (BIE) has bec ome th e tool of choice for customers to inquire and navigate th rough the weal th of re lational information sto red within Sage MAS 500. BIE’s ability to personal ize and share information with othe[...]

  • Page 13

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE The new HTML Help Center is a one-stop resource of information for the Sage MAS 500 software. Searching Across Help Sy stems The new HTML Help Ce nter is more s treamlined and pr esents one main window from which to search across all topi cs in all modules. Additionally, t he index and table of cont[...]

  • Page 14

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE The table of contents contai ns links to refe re nce gu ides and overvi ew PDFs. Modul e PDF s provide overview information for the main windows in the software. Shared Index The unified Help Cente r also allows you to look for topics across all modules based on commo nly- used keywords m aking it e[...]

  • Page 15

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Printing Topics Although you can print indiv idual Help topics within the Help syste m, you can also easily print a book of related Help to pics. On the Help Center table of contents area, select the book of topi cs you want to pr int and click Print in the toolbar. You can also right-click a book a[...]

  • Page 16

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Overvie w Help Topic The new and improved over view Help wi n dow offe rs key navigation li n ks that a re ea sily ac cessib le near the top of the Help top ic. You can use these navigation links to access pr ocedure, concep t, and field-level informati on that pertai ns to that window. Field-Level [...]

  • Page 17

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE © 2007 Sage Software, Inc. All rights r eserved 1 5[...]

  • Page 18

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Sage Softwar e Complete Solutions Sage SalesL ogix 7.2 Your customers will be thrilled to hear that Sage Sal esLogix for Sage MAS 500 has a new integration that wil l change the way th ey do business. Sage Sale sLogix for Sage MAS 500 h as been redesigned to im prove communi cation, customer l oyalt[...]

  • Page 19

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE • Two user license of Cry stal Reports v10. Additi onal licenses may be purchased f or $155 for 1 seat and $765 fo r 5 seats, pl us associated support fees. Abra eRecrui ter v7.6 Resume Keyw ord Search In addition to structured search es, Abra eRecru iter now provide s unstructured resume key word[...]

  • Page 20

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Now with Abra e Recruiter, when an existing e mployee accepts a transfer offer or i s promoted, the Abra HR system will recognize t hat an existing employee is eithe r being transferred or promoted. That employee dat a will be made availabl e in Sage Abra HR for a t ransfer or a promotion. Abra Bene[...]

  • Page 21

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE rolling period i n addition to calculating for Fiscal, Annual and An niversary plan types which accrue forward. The FMLA 12-month rolling period det ermines an employee’s balance of FMLA leave by measuring ba ckward 12 months from the date an employee take s FMLA leave. As the cale ndar moves forw[...]

  • Page 22

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Abra OrgPlus profile vie ws support field editing and chart navigation – use the profile view s to easily change position s in the chart and update the chart information. Conditiona l formatting in profile views allow y ou to dynamically format y our data to bring a ttention to certain employee in[...]

  • Page 23

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE • Windows Vist a compatibility incl uding inst allation and UAC support. Sage Timesheet v9.61 Sage Timesheet v9.61 for remot e Time and Expense entry and project managem ent provides an integrated MAS 500 solution for professional se rvice organizations that nee d to track and bill projects based [...]

  • Page 24

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE Platform Support Overview The following are general platform suppor t guidelines for this releas e. Please refer to the Current Compatibility and Reso urce Guide on Sage Software Online for detailed compatibility requireme nts. Microsoft SQL Serv er 2000 and 200 5: Full SQL Server 2000 (version 8.0)[...]

  • Page 25

    SAGE MAS 50 0 V ERSION 7.2 P RE -R ELE ASE G UIDE 56 Technology Drive Irvine, CA 92618-2301 800-854-3415 http://www.sagemas.com/ The information contained in this document r epresents the current view of Sage Software, Inc. on the issues discussed as of the date this document was prepared. Sage Software cannot guarantee t he accuracy of any info rm[...]