Sage 300 ERP 2014: Intelligence Reporting & Visual Process Flow

Posted by Christopher Cao on

Sage 300 ERP 2014 brought along with it a slew of new functionality, enhancements to their pre-existing features, as well a fresh new user interface. However, getting into every single new addition deserves an entire blog of its own. We won’t get into depth with all the new changes that came with the new edition of Sage 300 ERP (formerly known as Sage ERP Accpac), but what we will do is discuss the two enhancements that we find really make it stand out: Visual Process Flow and Intelligence Reporting.

Sage 300 ERP 2014

Enhancements to Visual Process Flow

Visual Process Flow was first introduced with Sage ERP 2012. The new edition of Sage ERP now comes with process flows for Project and Job Casting, Canadian Payroll, and US Payroll. It has been a very popular feature due to its ability to allow users to customize their desktop in a manner that will match their real workflow in an intuitive, friendly, and visual manner.

Although a great deal of ERP solutions are able to launch screens with their own graphical tools, one of the key differences that separates Sage’s Visual Process Flow is the fact that it isn’t hard coded and baked into the product. When a process flow is being customized, users will now be able to link elements to their reports, macros, programs and other process flows. This allows a company to have the ability to create a single landing page as an intuitive interface that will allow their employees to customize and design workflows across a variety of applications. Users are also able to create as many Process Flows as they like as well as edit any existing ones.

Sage 300 ERP Visual Processing Flow

The New Features in Intelligence Reporting

Sage listened to the feedback and suggestions that they received, implementing them into their Sage 300 ERP 2014 Intelligence Reporting. Among these additions is a fresh user interface, brand new Report Designer module, updated standard reports, as well as giving users more control over their financial reports.

Report Designer – The new Report Designer comes with a fresh new user interface with performance improvements thanks to Sage’s new In-Memory technology, providing users with a fast and responsive overall experience when it comes to designing reports.

The report designer comes with a Layout Generator that gives their users an easy and automated design, providing them with a means to generate simple financial report layouts accurately and quickly within Excel. The Layout Generator has also improved upon its performance and interface, providing a much improved user experience.

Sage 300 ERP 2014

New Financial Report Templates – Sage has included four new Financial Report Designer Templates, those of which include General Ledger Forecasting Report, Financial Ratio Report, Balance Sheet, and Income Statement. A Report Designer license will be necessary for these reports to work.

Standard Reports: Updated Look & Feel – Standard Reports have been given a face-lift, offering a more modern and clean look and feel. This will allow users a quick reference to point them towards helpful resources.

The standard reports that are included are Financial Report Designer, Financial Trend Analysis, Dashboard Analysis, Financial Forecasting, Financial Balance Sheet, Financial Income Statement, Demonstration Report Design, among many more.

Sage 300 ERP 2014

User Interface Modernization – The Connector and Report manager module now sport a new ribbon feature that have informative labels and icons for each function, providing users with an easy way to identify and access features that may be required. The menu has been improved to be more intuitive, with menu items being grouped and restructured, with the more commonly used menu items becoming more accessible by being relocated to the Help and Home tabs.

Despite the changes and enhancements mentioned above, we have only scratched the surface of the new additions that Sage 300 ERP 2014 has to offer. For more information on what Sage 300 ERP 2014 has to offer and how it can improve your business, feel free to contact us to find out more.

MSI Technologies, LLC. 1055 Parsippany Boulevard, Suite 205A, Parsippany, NJ 07054 | Tel: (973) 263-0080 | Fax: (973) 263-0082 | Email: info [@]

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