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Improving Business Efficiency and Geoff Skinner 16 th October 2012 Roger Overell. Sage 1000 / L500 – Business Efficiency. Reporting / BI Spreadsheet optimisation Line of business enhancements Automation of repetitive tasks Sage Projects and additional modules CRM and Marketing

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Improving Business Efficiency


Geoff Skinner

16th October 2012 Roger Overell

sage 1000 l500 business efficiency
Sage 1000 / L500 – Business Efficiency
  • Reporting / BI
  • Spreadsheet optimisation
  • Line of business enhancements
  • Automation of repetitive tasks
  • Sage Projects and additional modules
  • CRM and Marketing
  • e-Reqs
reporting business intelligence
Reporting / Business Intelligence
  • The more you understand your business data, the better decisions you’ll make
    • Understand your costs and margin
    • Understand revenues and profit
    • Identify key operational data
  • Empower users to prepare their own reports and take the stress away from the finance department
  • Automatically prepare board report packs saving time
  • Latest and greatest
    • Dashboards
    • Mapping
spreadsheet optimisation
Spreadsheet Optimisation
  • There’s nothing wrong with spreadsheets. Spreadsheets are a great tool for understanding business data.
  • Beware if spreadsheets are becoming an essential line of business application
line of business enhancements
Line of Business Enhancements
  • Line of business application integration
  • Form Control Extensions allow you to add business logic to the Sage client
  • You can add processing to forms and fields, as well as have dedicated FCE buttons present on these forms
  • FCEs allow you to call specific line of business developments, depending on a user request, or specific values on forms, such as quantities and prices
  • FCEs can read values that users have entered and access internal or external data to perform calculations and ultimately populate form data
  • Examples :-
    • Rounding order quantities up or down based on a pre-populated carton quantity
    • Establishing prices based on CRM quotations
    • Provide complex information from Sage as well as external systems
  • Autoq allows automation of Sage 1000/L500 processes, but cannot implement any logic, or react to unexpected events
  • Sage automation can run Sage 1000/L500 processes through the Sage client, and can react to field values, the particular form that has been displayed and any popup dialogs
  • Automation can have an immediate ROI in terms of the manual time it can save
  • Automation examples :-
    • Batch posting
    • Inter company transactions
    • Printing
sage projects and additional modules
Sage Projects and Additional Modules
  • Projects
  • Currently 136 Projects currently available.
  • Credit Management
  • Account status code
    • Define an unlimited number of account status codes, which will be applied to Accounts Receivable customer accounts.
  • Customer credit information
    • For each customer account, record additional credit control information, including:
      • Account status.
      • Next call date.
      • Free text fields.
      • Additional contact information.
      • Promised cheque values and dates expected.
  • Diary management
    • Automatically generate ‘to do’ lists by credit controller based on outstanding balances and overdue days.
  • Process ‘to do’ lists
    • From one integrated option, carry out the following tasks:
      • Review the ‘to do’ list on screen.
      • Select a call and automatically display the full account details on-screen.
      • Review the original order.
      • Record details of the call, including free format text, next call date and promised cheques with dates, and update the customer status if required.
      • Print an instant statement to be sent to the customer.
      • Review reminder letter history for an item.
      • Print an instant reminder letter.
      • Print a report showing the current status of the account and the call history.
      • Review previous calls relating to an item.
      • Flag an item as disputed and record the reason for this.
  • Reporting
    • Promised cheques report. List all promised payments, presenting them as a simple cash flow.
  • CRM is not just a contact management system
  • Managing and understanding your sales pipeline will enable you to plan your costs, cash and operational resources
  • Effective service is essential today, with customers demanding SLAs to trade with us
  • CRM provides a vehicle for taking and managing inbound calls (including emails) and enforcing SLAs
  • Integration with ERP means sales people will be fully furnished with all information they need
    • What’s been bought and when
    • What is owed
    • What problems have occurred
  • Social networking is a new and cost effective route to market
  • Our key business partners will have pages on Facebook, Twitter and YouTube
  • We need to understand how these work, how we should interact with them and how we should deploy our own pages
  • Our pages should link to those of our key suppliers and visa versa
  • The holy grail is to make your way to number in the Google rankings (a black art in itself !)
  • This is not to be underestimated – imagine having an advert on this man’s page !
web sites
Web Sites
  • All businesses have web sites these days
  • The key to climbing up the Google ladder is change, clicks and links
  • Regardless of Google, our web sites should be relevant to our customers
  • Customers expect an amount of self service
    • Order tracking
    • Case tracking
  • Blogs are all the rage
  • Clean and simple presentation is the order of the day

e reqs
  • e-Reqs is a web based purchase requisition solution which integrates with Sage Line 500 and Sage ERP 1000
  • Provides a simple to use web interface to raise and authorise purchase order requisitions, through user configurable workflows
  • e-Reqs reaches out to an extended ERP community, empowering departments to serve themselves, automating the approval flow and reducing the dependency on the central finance function
features general
Features - General
  • Simple to use web application
  • Single web interface to any number of Sage companies
  • Extensive configurability to turn features on and off
  • Interfaces to Standard G/L, Project Costing and Vi Contract Costing for budgeting
  • Role based security to control ability to create and authorise requisitions
features workflow 1
Features – Workflow (1)
  • Requisitions are created as a particular requisition type
  • All requisitions must be approved via a workflow, which is configured against a requisition type and target company
  • A workflow can have any number of approval stages, with each stage having a monetary limit. The requisition must be approved at every stage in turn, until it reaches a stage where the limit exceeds the value of the requisition
  • Optionally, a mandatory final approval stage can be configured
features workflow 2
Features – Workflow (2)
  • Can define a list of users who can approve particular requisition types within a company, at particular stages/monetary thresholds
  • Can define holiday delegates
  • Requisitions can be accepted to move to next stage of workflow or …
  • … rejected directly back to the requestor, or to an earlier stage
  • After final stage, purchase order is created in Sage company
  • Emails are sent to notify request for approval, rejection or purchase order creation
  • Web service available for linking external systems to approval/rejection process
features requisitions 1
Features – Requisitions (1)
  • System can be configured to accept one supplier and multiple delivery location, or one delivery location and multiple suppliers
  • Wizard like navigation makes it simple to use
features requisitions 2
Features – Requisitions (2)
  • Products (services only) are selected based on cost centres
  • Enter quantity, cost and date required (currency determined from supplier)
features budgeting posting
Features – Budgeting & Posting
  • System can be configured for no entry of project codes/cost centres …
  • … project codes and cost centres from project accounting …
  • … or contract codes and cost centres from VI contract costing
features requisitions 3
Features – Requisitions (3)
  • Special Instructions
  • Document attachments
features budget checking
Features – Budget Checking
  • Determines budget from G/L, Project Accounting or Contract Costing
  • Takes into account commitments, if commitment accounting is turned on
features authorisation
Features – Authorisation
  • User who has authorisation role has a list of authorisations
  • Authoriser can accept or reject the requisition
features receipting
Features – Receipting
  • User who has purchase ordering role has a list of purchase orders
  • Can fully, part or short receipt by quantity or by value