What’s ahead for Sage and Sage Products?


On July 21, Sage issued an updated roadmap describing added features and details about upcoming versions.  These roadmaps are published and updated on a regular basis to provide a guide for upcoming versions of Sage MAS 90/200.

The next release for Sage MAS 90/200 will be Sage MAS Intelligence at the end of August.  Sage MAS Intelligence (SMI) is a financial reporting replacement for FRx (which is being discontinued by Microsoft as of December 31, 2010).  SMI is an Excel-based tool that provides pre-defined financial reports, access to all MAS modules (not just GL), user-level security and consolidation of multiple companies.

In addition, the new roadmap outlines the proposed Product Updates for MAS 90/200.  Product Update 2 was released on July 14.  Future product updates are slated for September 2010, December 2010 and March 2011.  In addition, Version 4.45 is scheduled for release in October 2010.  Version 4.45 will provide Microsoft SQL Server 2008 support (new license customers only) and enhancements will be made to the payroll, sales order, purchase order and accounts receivable modules.

Sage ERP MAS 90 and 200 Roadmap – July 2010

By mid-July, Sage will make Product Update 2 available for version 4.4 of Sage MAS 90 and 200.  Any customers who are on a current plan with their Sage maintenance agreement are eligible to receive the update.

In an effort to provide additional features and benefits on a more timely basis than the traditional once-a-year upgrade, Sage is releasing Product Updates on a quarterly schedule.  Each of these Product Updates will include both customer-requested features and select additions from the Extended Solutions catalog.

The modules that are enhanced in this Product Update are Accounts Payable, Bank Reconciliation and Paperless Office.  In addition a new utility is being added that will assist with identifying any data issues prior to the installation of the Product Update.

Accounts Payable:

  • ACH Electronic Payments.  Reduce operating costs and lessen the risk of lost or stolen checks by paying your vendors electronically.

Bank Reconciliation:

  • Automatically reconcile checks.  Use an electronic file downloaded from your financial institution to automatically mark checks as cleared.
  • Positive Pay export.  As a way to combat check fraud, many financial institutions are now requiring and/or offering lower bank charges for customers who implement a Positive Pay system.  The Positive Pay Wizard generates an electronic file containing key information about your checks.  That file is transmitted to the bank for use in comparing with the physical checks that are presented for payment against your account.
  • In check, deposit and adjustment entry, the comment field has been expanded to 2,048 characters.
  • Tighter controls over Bank Reconciliation adjusting entries.  You can specify which users are allowed to access and make adjust balance entries.
  • Enter checks, deposits and adjustments on-the-fly without leaving the Reconcile Bank screen.
  • Utility to recalculate the totals of all outstanding check, deposit and adjustment entries that have not been marked as cleared.

Paperless Office:

  • If you pay your vendors using the new ACH Electronic Payments for Accounts Payable, the Paperless Office module will create, electronically send and retain PDF copies of checks, extended stubs and remittance advices to your vendors.

Please feel free to contact us with any questions.

This past Thursday,  Sage unveiled their brand new corporate blog.   The folks at Sage chose me to become one of a select few guest writers for the blog.

My first post entitled “Why Does Work Suck?” explores an idea that has become a fundamental part of our business and personal philosophy.  That idea is a Results-Only Work Environment (ROWE).  The basic concept is for businesses to eliminate fixed work schedules, required meetings and rigid vacation/sick/personal policies and to focus on achieving results.

I expect to be a regular contributor to the Sage blog with as many as one post per month aimed at educating  some two million global Sage customers and prospects about a host of business and technology topics.  Some of my upcoming topics include:

  • How to reduce IT costs and stresses
  • How to initiate a project within your company
  • What is project management and why is it important?
  • Pricing strategies
  • How to choose a web designer

If there are any topics you are interested in learning more about, please feel free to make suggestions via a comment.  The topics can be specifically related to Sage and Sage products (such as MAS 90 or MAS 500) or anything related to business and technology.

The Sage blog is part of Sage’s overall social media strategy.  You can follow them on the Sage fan page on Facebook and on SageERP for Twitter.

And if you have not already checked them out, here are links to our blog feed, Facebook fan page and my Twitter page:

On February 18 I published an article (February 18 article) about Sage’s roadmap for upcoming versions and product updates in MAS 90/200.  By accessing the link below you’ll find a new roadmap published by Sage in March.  The new roadmap contains updated information specifically pertaining to the Extended Solutions that are expected to be incorporated into upcoming versions of MAS 90/200.

Extended Solutions are customizations for the MAS modules.  Previously, Sage announced they were getting out of the Extended Solutions business and would turn over support and future enhancement of the bulk of the solutions to authorized developers.  However, they are retaining 56 of what are considered the ‘most used’ solutions.  These 56 solutions will be gradually incorporated into future MAS 90/200 product updates over the next several years.

The new roadmap provides a timeline for incorporation of the Extended Solutions into the core product.  Click the link below to view the updated roadmap.

Sage MAS 90 and 200 Roadmap – March 2010

Sage MAS 90/MAS 200 Roadmap - Updated March 2010

Recent new requirements established by the five major credit card networks will most likely affect your company’s ability to accept credit cards.  These new standards are referred to as the Payment Card Industry Data Security Standards (PCI-DSS) and were developed by American Express, Discover Financial Services, JCB, MasterCard Worldwide and Visa International.  Merchants will be required to follow these new standards by July 1, 2010.

Basically, PCI-DSS is a set of requirements for enhancing payment account data security.  The requirements include security management, policies, procedures, network architecture, software design and other measures created to protect customer account data.

There are 12 requirements that fall into six categories.

  1. Build and Maintain a Secure Network: Install and maintain a firewall and use unique, high-security passwords with special care to replace default passwords.
  2. Protect Cardholder Data: Whenever possible, cardholder data must not be stored. You must also encrypt any data passed across public networks, including your shopping cart and web-hosting providers.
  3. Maintain a Vulnerability Management Program: Use anti-virus and keep it up date. Develop and maintain secure operating systems and payment applications.
  4. Implement Strong Access Control Measures: Access to cardholder data – both electronic and physical – should be on a “need-to-know” basis. Ensure those people with access have a unique ID and password. Do not share logon information.
  5. Regularly Monitor and Test Networks: Track and monitor all access to networks and cardholder data. Ensure you have a regular testing schedule for security systems and processes including firewalls, patches and anti-virus.
  6. Maintain an Information Security Policy: It’s critical that your organization has a resource for governing your company’s data security. Ensure you have a policy and that it’s disseminated and updated regularly.

For Sage MAS 90 and 200 customers, versions 4.30.0.18 and 4.40.0.1 are in the process of being certified.   For Sage MAS 500 customers, version 7.3 will be compliant.  In addition, Sage Payment Solutions is a Level 1 credit card service provider and currently is in full compliance.

Please click here for additional information regarding PCI-DSS compliance in MAS 90 and MAS 200.  Click here for additional information regarding PCI-DSS compliance in MAS 500.

Image for PCI-DSS post


FRx, the financial report writer used with MAS 90 and MAS 200, will no longer be sold by Microsoft after December 31, 2010.  Sage will provide support for FRx through December 31, 2012.

Sage has officially announced that Excel-based software add-on Sage MAS Intelligence from Alchemex will replace FRx as the financial report writer for MAS 90, MAS 200 and MAS 500.  Sage MAS Intelligence will be available in June, 2010.

One of the primary ways that Sage MAS Intelligence is different from FRx is that it supports using ALL of the MAS modules and not just the General Ledger module that FRx is limited to.  Sage MAS Intelligence works with Microsoft Excel 2007 to offer flexible reporting The look and feel is similar to a Microsoft Excel pivot table.  Other versions of Excel are also supported but the reporting wizard will only work with Excel 2007.

Each Sage customer on a current basic maintenance plan will receive one user (named license, can be installed and run on only one workstation) at no charge to replace their FRx single-user product.  Sage MAS Intelligence will work with MAS 90/MAS 200 Version 4.4 and MAS 500 Version 7.3.

Here are a few key points about the new Sage MAS Intelligence reporting tool:

  • Excel-based reporting tool with access to all MAS modules and data.
  • Includes some pre-defined operations and financial reports.
    • Dashboard Analysis
    • Financial Reports
    • Sales & Purchase Reports
    • Financial Trend Analysis
    • Multicompany Reports (connector add-on required)
  • User-level security available
  • Additional add-ins provide extra flexibility:  saving report outputs to specific location, publishing reports in html, emailing capability, ability to run reports from a desktop shortcut.

Stay tuned for further announcements and details regarding Sage MAS Intelligence!  In the meantime, please contact me if you have further specific questions.

Sage MAS 500 Version 7.3 has been available for a number of months now.  Major features include a new Credit Card Processing module, new Business Insights Explorer Views, numerous enhancements to Inventory, Purchase Order and Sales Order, as well as ACH processing for Accounts Payable.  Click here for a full release guide (Sage_MAS_500_7.3_Release_Guide).

As with my former post on Sage MAS 90/MAS 200 product roadmap, let’s take a look at the Sage MAS 500 roadmap.  The roadmap (Sage MAS 500 Roadmap) outlines Sage’s future plans for Sage MAS 500.  I’ll summarize a few key points below.

  • Product Strategy:  Sage wants to provide more ‘value for maintenance,’ which will include incorporating features and functionality based on top customer-requested enhancements.  The idea is to release new features & functionality over time with regular product updates, rather than waiting for “major” upgrades.
  • New financial reporting alternative:  Business Insights Intelligance, a new reporting tool in a familiar Microsoft environment.  FRx will be supported by Microsoft until December 31, 2012.
  • Focus on enhancements to advanced manufacturing/distribution.
  • Goal to reduce impact of upgrades on MAS 500 customizations.

Following is a general timeline for Sage MAS 500 product updates.

  1. Product Updates for Version 7.3 (December 2009, February 2010, May 2010)
  2. Version 7.4 (Quarter 2, 2011)
  3. Product Updates for Version 7.4 (expected to be released every 3 to 4 months after the official release of 7.4)
  4. Version 7.5 (Quarter 4, 2012)

Visit the Sage roadmap (Sage MAS 500 Roadmap) for more specific details about Version 7.3 features, as well as a retirment schedule for previous versions.  And, as always, feel free to contact us if you have any questions!

As you know from my article posted on February 12, Sage is in the process of delivering the major release of MAS90/MAS 200 Version 4.4.   This new release adds value for Sage customers with new time-saving features and enhancements, especially in the Inventory Management, Purchase Order and Bill of Materials modules.

It is never to early, though, to ask “what’s next?”  In answer to our questions, Sage has released a public ‘roadmap’ (MAS 90 MAS 200 Roadmap) for the MAS 90/MAS 200 product line.  This roadmap outlines Sage’s future plans for MAS 90/MAS 200.  I’ll summarize a few key points below.

  • Product Strategy:  Sage wants to provide more ‘value for maintenance,’ which will include incorporating features and functionality of popular Extended Solution titles, implementing top requested customer enhancements and providing ongoing product updates with minimal disruption.  The idea is to release new features & functionality over time with product updates, rather than waiting for a “major” upgrade.
  • Microsoft SQL Server Support
  • New financial reporting alternative:  Business Insights Intelligence.    FRx will be supported by Microsoft until December 31, 2012 and Sage is targeting Quarter 2, 2010 for this new reporting tool in a familiar Microsoft Excel interface.

Following is a general timeline for Sage MAS 90/MAS 200 product updates.

  1. Product Updates for Version 4.4 (March, June, September, December 2010 and March 2011)
  2. Version 4.5 (Quarter 3, 2011)
  3. Product Updates for Version 4.5 (September, December 2011 and April 2012)
  4. Version 4.6 (Quarter 3, 2012)

In addition, Sage has announced the following Product Retirement Schedule.

  1. Sage MAS 90 and MAS 200 Version 3.71:  September 30, 2010
  2. Sage MAS 200 SQL Edition Version 3.7x:  June 1, 2011
  3. Sage MAS 90 and MAS 200 Versions 4.0, 4.5 and 4.1:  September 30, 2011

Visit the Sage roadmap (MAS 90 MAS 200 Roadmap) for specific details on what’s included in the Product Updates and new versions.  And, as always, feel free to contact us if you have any questions!

Sage announced that Version 4.4 has been released to production and will begin shipping February 15!  Below I’ve summarized features and enhancements in the new version, especially in Inventory Management, Purchase Order and Bill of Materials.

  • Expanded Customer Numbers in Accounts Receivable.  The Customer Number field can be expanded to 20 characters in Version 4.4.  Customers can continue to use  the seven-character customer number but you now have the opportunity to expand to include helpful information such as company name, store number, city, etc.
  • Expanded Item Numbers. You will be able to expand the Inventory Item Number field from the current 15 characters to up to 30 characters.
  • Streamlined Physical Count. The Quantity on Hand information will be printed on the physical count worksheet in the same sort order as is in the system.  When physical count is complete, you can set the system quantity as the default, so data entry personnel need only make an entry when there is a discrepancy between the system count and the physical count.
  • Automated Standard Cost Adjustments. The new Standard Cost Adjustment feature will simplify the process of adjusting the standard costs for inventory items using that method.
  • Increased Decimal Precision. The number of decimal places in the Quantity field in Inventory Management will be increased to four, making it consistent with the four decimal places in Bill of Materials.  When raw materials are converted to inventory items, rounding discrepancies will be reduced.
  • Purchase Order. Additional selection criteria will assist with identifying sales orders from which you need to generate purchase orders, for easier drop shipment processing.
  • Bill of Materials. In Version 4.4 the Bill of Materials Inquiry and the Where-Used Inquiry will present a more comprehensive view of data.  You can view everything related to the bill and its sub-assemblies or components without having to go to another window.

Other great new features include:

  • Persistent Report Preview. A user will be able to set a default magnification level when previewing a report, so that reports automatically display at that level each time they are previewed.
  • New Business Insight Explorer Views. BIE offers powerful, easy-to-use inquiry and analysis capabilities.  Views added in Version 4.4 include Item Quantities by Warehouse, Vendor History Purchases, Bill of Materials, Component Where-Used, and Open PO by Vendor Name.
  • New Business Framework. With the 4.4 release, four more modules are migrated to the new Business Framework:  Inventory Management, Purchase Order, Bill of Materials and Bar Code.  The addition of these 4 modules to the business framework adds faster entry with the dual-grid design, personalization of the entry screens (resizing, deleting or moving unneeded entry fields), hyperlinks providing quick access to related tasks.  In addition, role-based security enhancements have been added to these four modules so tighter security controls can be added by user.  Batch entry is now available in these four modules as well!  You can save report settings by user, as well as set the ‘keep window open after print or preview’ by user.
  • New Custom Office Enhancements. Custom Office provides the ability for administrators and users to modify their system screens with UDF’s and tables to add new functionality.  Enhancements in 4.4 allow the ability to program events (i.e. the clicking of a button to make something happen) without user interaction.  Customizer modifications will saved when upgrading to 4.4.
  • Parallel Migration. Parallel Migration provides the ability to migrate from previous versions of Sage MAS 90 or 200 (version 3.71, 4.0, 4.05, 4.10, 4.2 and 4.3) to version 4.4 with more freedom & control over the upgrade process, and removes some of the time constraints previously experienced with the upgrade process.  You will be able to continue normal business operations while the upgrade is being installed on a separate, parallel location until everything is ready in the new version.
  • Updated Business Desktop. A new information center section will include a Community Form, Sage Newsletter, and Tell Us What You Think Section for more real-time information about Sage and their products, training, and other information.

Additional Information:

  • Extended Solutions. Some Extended Solutions will be rendered obsolete by the new features and functionality of 4.4.  Many other Extended Solutions will be retired by Sage but continue to be available to licensed Development Partners to be brought up to 4.4 compatibility.  And, for a few select Extended Solutions titles, the main features & functionality will be incorporated into the core Sage MAS 90/MAS 200 product over the next few releases.  Please contact me for further information regarding specific Extended Solutions.
  • Other Considerations. The 4.4 release will use Sage MAS Fixed Assets 2010.1.  Business Alerts 5.1, Credit Card Processing (by PCCharge Payment Server) 5.8.2, Crystal Reports XI, and FRx 6.7 w/SP 10.

At this time Sage MAS 90 and MAS 200 Version 4.4 Windows 7 compatibility testing is still underway.  Sage expects to have compatibility information published by the end of March 2010.    For more on Sage MAS 90 and MAS 200 Version 4.4 new features, please click on the Sage MAS 90/Sage MAS 200 Version 4.4 Release Guide Sage MAS 90-200 4 4 Pre-Release Guide 11-30-09

And, as always, please feel free to contact John or myself with any questions!

Here are the latest updates from Sage concerning compatibility with Microsoft Windows 7:

MAS 90 and MAS 200:

  • Currently, Sage does not support either MAS 90 or MAS 200 on Windows 7.  Support for Windows 7 is expected to begin with the release of version 4.4.
  • Version 4.3 will not be supported on Windows 7 until the release of Service Update 18.  That service update is expected to be released by March 31, 2010.
  • Version 4.4 should start shipping to Sage business partners by mid-February.  Customers can expect their copy of version 4.4 to arrive by the end of March.

MAS 500:

  • Version 7.3 is supported on Windows 7.
  • None of the older versions of MAS 500 will be supported on Windows 7.

We encourage you to check with Aries before purchasing new PC’s with Windows 7 so that we can keep you posted on Sage’s support policy for that operating system.  Please call or e-mail us with any specific questions.

Stay tuned for another post this week regarding the new version 4.4 of MAS 90 and MAS 200.

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