Effortless Inventory Management: Discover Location Reordering in Sage X3

Are you part of the food distribution industry? We’d love to meet you at IFDA 2024, which takes place September 22-25 in Kansas City, Missouri. This annual conference is held by the International Foodservice Distributors Association, which was created in 1906 to help members of the industry thrive.  This year’s event will include:  Industry-specific learning tracks in transportation, warehouse, supply chain, and more  Information on the latest and most relevant advances in technology such as warehouse automation, supply chain planning, the best use of driver scorecards, and autonomous mobile robots  A facility tour for a hands-on look at warehouse and distribution in action  If you’re going to attend IFDA 2024, visit us at Booth 933 (Prime Food Service powered by Net at Work) or contact us to set up a time to meet with our team.

Sage ERP MAS Intelligence for MAS 90/200 Version 4.5 adds the ability to attach Reporting Trees to Report Designer layouts. The new trees will expand the options that companies can use for different reporting structures. A 90-day trial period is included for Report Designer so customers can experience the benefits of expanded importing and exporting capabilities, and creating scheduler commands. Also included in Version 4.5 is more flexibility on how reports or any Excel workbooks are distributed, supporting distribution via email, publishing to a public server, and FTP publishing. Reporting Trees The new Reporting Tree structure enables you to generate reports that follow your internal company structure automatically, with the flexibility to accommodate anything from a simple to a very sophisticated hierarchy. Using Reporting Units, you can set up reports that represent your organization’s hierarchies, and then easily generate them at a Detailed or Summary level. These Reporting Units can be departments by GL account segments, or higher level groups in the company, established by building as many parent and child relationships as you need. Sage ERP MAS Intelligence has the ability to set up hundreds of tree units for those companies who have complex corporate hierarchies, and also meet the needs of more simple organizations who require just a few levels of tree units. Modifying a reporting structure to accommodate consolidations or acquisitions is easy. As business needs change, you can modify Reporting Trees without changing financial data. The new Manage Reporting Trees screen allows you to build, modify, add, rename, and duplicate existing trees Enhanced Report Distribution One of the benefits of Reporting Trees is the ability to deliver reports to all levels of management, thereby allowing each department or division access to the information they need for better decision support. With the Version 4.5 release, Sage ERP MAS Intelligence has increased flexibility to distribute Intelligence Reports and Excel workbooks. You can save the reports to a file, publish them to an FTP site, or send them via email in a variety of standard formats. You can choose the reports you want to distribute and how and to whom you will send them. You can speed up business processes by automating report delivery and distribution according to the schedule you require. Email Format Flexibility
You can establish unique settings for each email format, choosing from PDF, HTML, and XLSX, and create custom criteria for report distribution. You also can send a report to various destinations, establish a regular distribution to managers and executives, and use an existing Microsoft Outlook® profile and address book. Flexible options include the ability to add pertinent information to the report when it is distributed by the chosen electronic method, such as the useful ability to reference a specific cell in the body of the email. Using the File Publish tab, you can distribute reports to locations within your organization’s network in PDF, HTML, and XLSX formats. The FTP tab allows you to easily distribute reports to FTP locations in these same formats. Unattended Report Distribution
Sage ERP MAS Intelligence For Version 4.5 provides the ability to establish convenient, fully unattended report distribution. Once the required Distribution Instructions are setup and linked to worksheets within a report, you can flag the linked distribution instructions to be sent automatically whenever the report is run by a Scheduler Command within Report Manager. Looking Ahead Working with Microsoft, Sage is developing a utility that will decrypt proprietary FRx files. The Conversion Utility Assistant will allow consultants or users familiar with FRx to recreate similar reports in Intelligence more quickly, and reduce the effort in migrating FRx reports over to Intelligence. Please call us with your questions.

By now we hope you have heard about and are using or at least have seen a demonstration of the exciting new Accpac reporting tools in the Sage Accpac Intelligence (SAI) suite. The phrase “Business Intelligence” or “BI” has been around for years. In the past these tools have only been practical and affordable to large companies. Thankfully today, the same tools used by major corporations, are available to you due to technology advances of the last few years. It is just in time as a recent study by Gartner Research that using better BI tools was among the top 5 priorities for small to midsize business today. If you don’t really know what makes your business tick, what is working and what is not, where your revenue is coming from and how much it is costing to produce – then you need business intelligence or BI. With SAI you can pull data from multiple systems and present it in an easily readable form such as graphs, charts, and dials on screen-based “dashboards.” With an easy to use BI tool like Sage Accpac Intelligence you can make smarter, more confident business decisions faster than ever before. New Report Designer Module A new component is scheduled to be available this summer for Sage ERP Accpac Intelligence—the Report Designer module. The Report Designer module was developed for the specific task of creating financial statements. It simplifies the complex process of financial statement creation, leveraging the power and flexibility of Microsoft® Excel®. Fast, Flexible Financial Reporting The Intelligence Report Designer module has been developed to allow you to generate financial statements from predefined lists in seconds. You can edit existing financial report layouts or create new ones using simple drag and drop functionality for total financial report design flexibility. A what-if analyzer also is included, so you instantly can see the impact on an area of your business by changing a set of values on your reports.
Report Templates Report Designer module comes with five templates to help you get started quickly. There are three different income statement formats, a balance sheet, and a trial balance. Two versions of each template are included, one for single-company financial reports and one for consolidated multi-company reports. It is easy to transform Excel data into meaningful information using Report Designer’s flexible tools. Integration Tools Special options have been built into the Report Designer module to facilitate the special needs of financial reporting. A graphical mapping tool lets you easily create a relationship between the Account Groupings in the accounting system and the Intelligence Report Groupings, assuring your reports meet GAAP requirements. With the release of the new SAI Report Designer module creating dashboard, financial reporting, sales and operation management templates is easier than ever before.  With this Excel based tool you can get detailed, real-time intelligence through multi-dimensional data analysis and dynamic charts showing Key Performance Indicators. In summary, SAI provides a user-friendly Excel interface to create and modify Financial Reports using a simple drag and drop, point and click interface, the average to advanced Excel user can create Accpac reports without needing programming skills. The reports are dynamic and can be update as Accpac data is entered. Here is a summary of the various components of Intelligence and how each one can be used. Report Viewer The moderately priced Report Viewer license is what you will want for your staff members who need to run reports but do not need to design or modify them. With this license you can access real time data in predefined report formats. Results are presented in familiar Excel style, and include dynamic drill-down capability. You select the various parameters for the report, such as date ranges and filters each time you run them. Report Manager The Report Manager license allows you to copy, edit, and save your transactional reports and lists and to create new reports. You are able to add or change report columns, report filters, and report parameters, as well as sort, drill down into, and aggregate data. You also can schedule, file, publish, and distribute your reports. This component also includes Report Viewer functionality, and you can access the Report Viewer right from within the Report Manager. Current Sage Business Care customers running Sage ERP Accpac v5.6 and v6.0. are eligible to receive a Report Manager license and a Security Manager as a benefit of their subscription plan. Connector The Connector component is useful for organizations that need to access information from multiple sources and consolidate data from multiple companies. It provides unlimited connectivity to ODBC data sources including unrestricted access to the ERP database, across all tables, fields, and modules, including SageCRM, Sage Abra, and Sage FAS, in addition to Sage ERP Accpac. Analysis This module is highly effective for analyzing large volumes of data using the pivot table capabilities of Excel. It is ideal for identifying trends and patterns in large volumes of data over multiple years, such as sales history. It comes with Financial, Sales, and Inventory OLAP cube reports. Report Designer As we have discussed, the Report Designer incorporates the specialized functionality needed for financial report creation. Report Designer requires Microsoft Excel 2007 or newer in order to run.