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Sage Summit 2019 Update

Chortek's Sue Wolf, Mark Booth, and Gail Warren attended Sage Summit 2019, held in Atlanta, GA on May 13-15. We would like to share information from this event with you. 


Overall, the Summit was a happy compromise between the large summits, which can get too big and impersonal at times, and the smaller Roadshow meet-ups. Sage has started focusing more on speakers who can add value to the customer for their business. Our main takeaways included information about Sage Production Management, Sage 100cloud Version 2019, Sage 100 integration with Office 365, and Sage Intelligence and Enterprise Intelligence, all detailed below. 

Welcome Keynote

During the welcome keynote, Sage discussed its purpose to "transform the way people think and work so their organizations can thrive," and its vision "to be a great SaaS company for our customers and colleagues alike." Sage discussed these ideas through three lenses: Customer success, colleague success, and innovation. They discussed cloud vs. on-premise trends, Sage's product focus, and the next generation of customers who expect next-generation experiences. 

Day 2

On Day 2 of the conference, attendees got to drive the conversation by submitting questions that were answered live during the "Sage Executives in the Hot Seat" panel presentation. Attendees also had a chance to learn more about various topics during breakout sessions during the event. 

Sage Production Management

  • Sage Production Management, released May 14, 2019, gives discrete, make to stock manufacturers and fabricators the tools they need to achieve end-to-end visibility in their production process. 
  • The release contains 70+ new features over what the Work Order module contained. It will replace Work Order, and eventually MRP, in Sage 100 v2019. 
  • All existing Work Order clients will receive Production Management Make to Stock at no cost. Each perpetual Work Order license will receive the same number of standard user licenses as their existing Sage 100 user licenses and each subscription license will receive 3 standard user licenses by default. Standard user licenses allow access to all tasks in Production Management.
  • Shop Floor User licenses will be available in June 2019 at a reduced rate of $15/user. The licenses allow access to transactional tasks only (labor, material, and completion transactions) using remote devices. The Shop Floor Users will need Manufacturing Mobility for Barcode. 
  • The Sage 100cloud Work Order module will continue to be compatible with Sage 100cloud versions 2019 through 2021.  Existing Work Order clients can move to Production Management at any time. But, the move to Production Management is a system-wide change and the installation of Production Management will put Work Order into read-only mode for all companies.
  • A summary of key dates for Production Management 
    • Purchase Agent will be Materials Requirements Planning (MRP), to be released at the end of June. This will only integrate with PO. 
    • JOScan and WOScan migrate to MFG100. JOScan and WOScan will not be compatible for 2019. 
    • JobOps Tech Dashboard was also released 5/14.
    • Work Order will no longer be sold after 5/14. 
    • Work Order will still be compatible with Sage 100cloud through v2021, and support ends in 2022. 
    • Shop Floor will be released by June 30, 2019. 
Sage Summit attendees Mark, Gail, and Sue from our Business Technology Solutions Team.

Sage Production Management Extensions

  • There will be four extensions available for Sage Production Management
    • Material Requirements Planning – Available for version 2019 in Product Update 1
    • Make to Order (formerly known as Sage 100cloud Manufacturing or JobOps) – Available for version 2019 in Product Update 2
    • Enhanced Scheduling – Requires Make to Order
    • Product Configurator – Requires Make to Order
  • Sage now offers three different manufacturing solutions to fit the needs of all types of manufacturers. Assembly manufacturers can use Sage 100cloud with Bill of Materials. Make to stock manufacturers would use Sage Production Management, and make to order manufacturers would use Sage Production Management with the Make to Order extension.

Production Management Capabilities

Some of the major new capabilities of Production Management are as follows:
  • Dynamic inventory and dynamic labor (updating to the work-ticket and the inventory item in real-time) – Available for Sage 100cloud only
  • Editable work order after release
  • Cost analysis by step and work order
  • Simplified inquiry view
  • Simplified transactions and transaction entry
  • Capture costs from Accounts Payable
Production Management integrates with Accounts Payable, Inventory, Purchase Order and Bill of Materials. Production Management also has future plans to integrate with the following:
  • Enhanced scheduling for capacity planning
  • Product Configurator for wizard-based creation of a work order
  • Bench repair functionality
  • Field service and dispatch with remote Tech Dashboard


Sage 100cloud Version 2019

New features currently available in Sage 100cloud version 2019 are as follows:
  • Enhancements for Paperless Office
    • Electronic Delivery Message
    • Cc and Bcc Email Addresses
    • Email Attachment
    • Posting Date in Viewer
    • Email Salesperson
  • Enhancements for Physical Count
    • Include/Exclude Inactive Items
    • Variance Register to only print variances
    • Count drill down to Item Inquiry
  • Grad Caps (Graduation Caps) 🎓 – These icons are links to Sage University Anytime Learning which allow you to view a list of training videos related to the task you are on in Sage 100cloud. Currently available for Accounts Receivable, Accounts Payable, Bank Reconciliation, General Ledger, and Job Cost (with more to come).
  • Enhancements for Sage Contact integration between Sage 100 and Office 365
    • Vendor information has been added
    • Performance improvements
  • Enhancements for Sage Payroll
    • Check Register orientation options
    • Local Taxes moved to Other Taxes on Check Register
    • Employee Auto-Complete
  • New features planned for later this year for Sage 100cloud version 2019:
    • Enhancements for Sage Payroll
      • Allow the entry of a Contribution Expense Account for Employer Contribution Deductions
      • Make easier tracking of ‘other’ tax deductions using multiple General Ledger accounts
      • Allow the lookup and reversal of checks outside the current quarter
      • Bring legacy pension report to framework
    • eInvoicing (powered by Paya)
Mark, Sue and Gail  were treated to a Braves game by our customer, American Furniture Manufacturing - Mark Grimmett.

Sage 100 Integration with Office 365


Attendees were able to view a demonstration of Sage 100cloud integration with Office 365 Contact. This new technology allows Office 365 users to use PowerApps to create mobile and web-based applications with integrations to the Sage 100 data.

You can view customer and vendor contact information on your mobile device or via a web browser directly from within Outlook. Users can also automate workflows across Office 365, SaaS applications and Sage 100cloud and automate approval processes (ie. time-off requests, expense reports, purchase requests).

Sage Intelligence

Sage Intelligence is a simple, flexible reporting solution that gives you meaningful insights into your business information.  You will gain immediate access to ready-to-use reports and dashboards that offer instant insights into your business without having to leave your Sage solution.

Sage Enterprise Intelligence – The Next Generation of BI for Your Sage Solution

Sage Enterprise Intelligence is an innovative, intuitive, self-service Business Intelligence solution that empowers users to visualize, analyze, and report on real-time enterprise data. It has a seamless integration and rich, pre-built templates for Sage ERP. It allows access via mobile devices or a web browser.

The key features of Sage Enterprise Intelligence include:
  • Intuitive, comprehensive, simple to use
  • Web, mobile, and Excel interfaces
  • Self-service, data analysis, and reporting
  • Easy to learn, deploy, and administer
  • Excel add-in for live financial analysis and reporting
  • Distribution module
  • ETL (extract, transform, load), OLAP (data warehousing)
  • Multi-level security
  • Multilingual (12+ languages)
  • Universal data models

Want to learn more about the latest Sage updates? Contact us today! Email or call your account manager, or use the form on our website.

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