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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 and geoff skinner 16 th october 2012 roger overell

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.

Improving business efficiency and geoff skinner 16 th october 2012 roger overell

  • 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

Business efficiency thank you enjoy the casino
Business EfficiencyThank You Enjoy the Casino