Sage 200c Winter 2017 Enhancements

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1 Sage 200c Winter 2017 Enhancements

2 Copyright 2017 The Sage Group plc or its licensors. All rights reserved. These materials are designed to help you use the software they relate to and they are written as general rather than specific guidance. We always do our best to make sure that the information is correct but as it is general guidance, no guarantees can be made concerning its suitability for your needs. You should consider taking professional advice if you require specific guidance on your individual circumstances, for example to ensure that the results obtained from using the software comply with statutory requirements. Sage owns the content of these materials; this is known as "copyright" and shown as Sage (UK) Limited. This means you may not copy, modify or distribute this material either electronically or on any other medium, without asking us first. You may however print this document only for your own use to complete this training course. To assist you, we may provide links or refer you to non-sage (third party) information sources, for example, HMRC s website, this is because we want to be helpful. However, because we do not have any control over the content of those non-sage websites and so we cannot accept responsibility for them. If you access these websites, it is your own responsibility to ensure suitability for your needs. If any non-sage trademarks are used in the materials, we acknowledge ownership of these trademarks by the relevant owner. Sage (UK) Limited North Park Newcastle upon Tyne NE13 9AA Issue date: 10/12/2017 Page 2

3 Table of Contents Course Introduction... 4 Course Prerequisites... 4 Course Objectives... 5 Document Conventions... 6 Session 1 Budget enhancements... 7 Session 2 Bank Feeds and Rules Session 3 Bug fixes Session 4 Sage 200 CRM latest version adoption Session 5 Migration Tool update Session 6 Document storage Session 7 Microsoft Office 365 integration Set up the Sage Contact app in Sage 200c Using the Sage Contacts App Appendices Page 3

4 Course Introduction Course Introduction Welcome to the Sage 200c Winter 2017 Enhancements course. This course is designed to give you the latest information regarding the next release of our latest version of Sage 200 Sage 200c Professional. The primary purpose of this document is to support your learning by describing the new enhancements to the software and is to be used in conjunction with the live WebEx sessions that will be hosted during January Course Prerequisites Whilst attendance of this course is optional, delegates taking this course should already have attended Financials and Commercials training. Additional modules may also be discussed including Sage CRM. Page 4

5 Course Introduction Course Objectives The following enhancements will be covered during this course Budget enhancements Bank Feeds and Rules Bug fixes Sage 200 CRM latest version adoption Migration tool Microsoft Office 365 integration Page 5

6 Course Introduction Document Conventions The following conventions have been used in this course manual. Notes provide supplemental information to the topic in discussion. Tips provide additional information that may be beneficial to you. Warnings provide information that may help prevent potential complications. Notes, Reminders, and Warnings are used to highlight areas of interest or to draw attention to the risk of misuse of a given feature. Appendices are used to provide additional support information where needed; these can be found in the back of this course manual. Page 6

Session 1 Budget enhancements Session 1 Budget enhancements Check Budgets Building on previous version improvements to creating and monitoring budgets, you will now receive a warning message when a

If you enable Check budgets when authorising purchase orders, Sage 200c will check your nominal account budgets each time you authorise a purchase order.

7 Session 1 Budget enhancements Session 1 Budget enhancements Check Budgets Building on previous version improvements to creating and monitoring budgets, you will now receive a warning message when a purchase order value exceeds the annual budget for the nominal code. If you enable Check budgets when authorising purchase orders, Sage 200c will check your nominal account budgets each time you authorise a purchase order. A warning is displayed when you try to authorise the order if the value of any item on the purchase order will exceed the nominal budget linked to that item, or any item on the purchase order contains a blank or invalid nominal account code. How to setup Check Budgets To setup Check Budgets, the option needs to be selected within Purchase Order Processing Settings in the Order Processing tab as shown in the screenshot below. Once this option has been selected, when you attempt to authorise the purchase order - if the amount of the purchase order exceeds the annual nominal budget or if the total processed amount including this order is going to exceed the annual budget, you will encounter the warning below Choosing No at this point will produce two reports confirming the purchase order, line and nominal code causing the warning. One of the reports will group it by Page 7

Session 1 Budget enhancements nominal code and the other by purchase order number - this is to help to identify the relevant order if you have several purchase orders being authorised at the same

8 Session 1 Budget enhancements nominal code and the other by purchase order number - this is to help to identify the relevant order if you have several purchase orders being authorised at the same time. Original budget values When processing your nominal account budgets, or importing budgets, you can now set an Original Budget figure. This is useful if you wish to keep a record of the initial budget amount so that you can compare it against any changes to the budget. Below is a screenshot of the new nominal account budget screen Page 8

Session 1 Budget enhancements Budget vs Actuals Excel report A new Excel report has been created so customers can use this report to see how much they've spent from their budgets and how much

9 Session 1 Budget enhancements Budget vs Actuals Excel report A new Excel report has been created so customers can use this report to see how much they've spent from their budgets and how much remains, so they can check if they're under or over budget. You can compare your nominal account budget figures against your actual and committed expenditure, and view figures for selected periods or an annual budget. Use the slicers to view details by cost centre, department, report category, individual nominal accounts or a combined nominal budget. This report was originally requested by schools to help get a better understanding of the budgets and how they change throughout the year. This report can be sliced and diced and is an excellent tool to provide understanding not only by department but also by cost centre and by the combined budget. This report was also taken to businesses to ensure it would work outside of the education sector. Note: This report is available if you subscribe to Sage 200 Services Extra. Page 9

10 Session 1 Budget enhancements Period Budgets report Use this report to check the budget figures per period that you have set for your nominal accounts. For example, you may wish to compare past, current and future budget figures for a selection of nominal accounts. Below is a screenshot of the report Page 10

11 Session 2 Bank Feeds and Rules Session 2 Bank Feeds and Rules Bank feeds rules Bank feeds rules help make data entry and bank reconciliation even easier. When you reconcile your bank transactions, if the downloaded bank transaction is missing from Sage 200c, you then must create these transactions in the program. You can use bank feeds rules to automatically create transactions in Sage 200c for your bank transactions that you download from Sage bank feeds. This saves you time entering transactions, and helps you to reconcile your bank accounts more efficiently and reduce errors. Bank feeds rules look for certain details in the downloaded bank transaction, and then create the matching transaction in Sage 200c. For example, if you make regular payments to a particular supplier, you could set up a rule to that matches that supplier's name as it appears in your bank transactions, and then create a corresponding payment to that supplier account in Sage 200c. When you download bank transactions from Sage bank feeds, your bank feeds rules check all the bank transactions, and then create any corresponding transactions in Sage 200c. Bank feeds rules can be set up to create customer receipts and payments, supplier payments and receipts, and nominal transactions. How to add a bank feeds rule When you use Bank Feeds Reconciliation to reconcile your bank account, you may find that some bank transactions that were downloaded from bank feeds do not have equivalent transactions in Sage 200c. If these transactions are regular or frequent, then instead of adding individual transactions each time that you reconcile, you can set up a bank feeds rule to automatically create these transactions for you in Sage 200c. For example, if you make a regular payment for your energy bills each month, you could set up a rule that recognises your bank payment to the energy company, and then creates the matching nominal transaction for you. You can create bank feeds rules whenever you add a transaction in Bank Feeds Reconciliation. Simply access Cash Book > Bank Account List > select the bank account and click Bank Feeds. 1. Select the Bank Account that's linked to the Sage bank feeds service. 2. From the Transactions from your bank list, select a single transaction that you want to create the rule for. 3. Select the type of transaction to post from the Add transaction of type drop-down list. Bank feeds rules can be set up to create customer receipts and payments, supplier payments and receipts, and nominal payments and receipts. The type of transactions available will depend on the bank transaction you select. Page 11

You cannot select Save & Create Rule if: o o You have not selected a bank transaction, or have selected multiple bank transactions.

12 Session 2 Bank Feeds and Rules 4. Enter the details for the transaction. 5. Click Save & Create Rule. If the new transaction amount matches the original bank transaction, the transactions are added to your Matched transactions. You cannot select Save & Create Rule if: o o You have not selected a bank transaction, or have selected multiple bank transactions. You have selected a supplier or customer account that uses a different currency to the bank account. 6. In the Create Bank Rule screen, enter a name for the rule. Page 12

13 Session 2 Bank Feeds and Rules 7. Set up the rule conditions which are used to identify the bank transactions. For example, you might identify the transaction by a name in the reference, a particular bank account number, or when the value is in a certain range. Transactions will be created in Sage 200c for downloaded bank transactions that match these conditions. You can add multiple conditions. Transaction Detail Reference Amount Transaction Date Cheque Number Sort Code* Account Number* Description This is the bank's description for the transaction, and usually identifies the account the payment was made to or from. This is the value of the transaction in the bank account currency. This the range of days in the month when you expect the transaction to occur. The cheque number of the transaction. The sort code of the bank account The account number of the bank account. Example Match transactions with a description "Southern Energy": Equals Southern Energy Match transactions up to a value of 100: Less than or equal to 100 Match transactions in the first week of the month: From 1 to 7 Match transactions with a cheque number of 100 Match transactions for a supplier with sort code Match transactions for a customer with account number *Not all banks provide sort code and account number detail with the transaction. If your bank does support this functionality, when you tick the option for Sort Code or for Account Number, the relevant number will be prefilled for you. If the number remains blank after ticking the option then your bank does not provide this information and Sage 200c is working as it should. 8. Now choose how this transaction will be posted to your accounts. You can make a posting to a customer account, supplier account, or to a single or multiple nominal accounts. Click Add to choose the type of posting. Page 13

14 Session 2 Bank Feeds and Rules Customer/Supplier The full value of the transaction will be allocated to this customer account. a. Select Customer and choose the customer account. b. Add optional details for the Reference and Second ref, to include with the customer transaction in Sage 200c. c. Click Add to save this line. Note: The Customer/Supplier transaction that's created will not be allocated, so afterwards you should allocate the transaction to the appropriate invoice or credit note. Nominal a. The transaction can be for a single nominal account, or you can split it into separate transactions for multiple nominal accounts. If you split the transaction for multiple nominal accounts, each transaction can be for a percentage of the full value, or for a particular amount (only if the rule is created for a fixed amount). o o o o o To create a transaction for a single nominal account for the full value, set the split as a Percentage and enter 100. To create transactions for multiple nominal accounts for a proportion of the value, set the split as a Percentage and enter the proportion for this transaction; e.g. 50 = 50% of the total value. Then add more lines for each nominal account, and make sure the total percentage from each line equals 100. To create transactions for multiple nominal accounts for specific amounts, set the split as a Value and enter the amount. Then add more lines for each nominal account, and make sure the total value equals the Amount set in the bank feeds rule. You can only select Value if you have set an Amount in the bank feed rule. b. Select Nominal and choose the nominal account. c. Add optional reference details: o o o The Cheque Number to use for the nominal payment or receipt. The Second Reference to use for the nominal payment or receipt. The Narrative to use for the nominal payment or receipt. o The Nominal Reference to use for the nominal postings in Sage 200c. d. Select the Nominal VAT Code for the posting. e. If the transaction is for a project (in Project Accounting), select the Nominal Project Item. f. Add an optional narrative (description) which will be included with the nominal postings in Sage 200c. g. Click Add to save this line. Page 14

15 Session 2 Bank Feeds and Rules 9. You can choose to review transactions for this bank feeds rule before they are posted (see below for more detail). When you download transactions from Bank Feeds Reconciliation, you will be asked to approve any transactions that will be created by this rule. a. To review transactions for this bank feeds rule, turn on Review transaction before posting. b. To post transactions for this bank feeds rule automatically, without approving them, turn off Review transaction before posting. 10. When you've finished setting up your bank feeds rule, click Save Rule. a. The rule will be used to create transactions the next time you use Bank Feeds Reconciliation to download bank transactions from Sage Bank Feeds. Approve transactions for a bank feeds rule If you have chosen to Review transactions before posting for a rule, the next time you download transactions for this account in Bank Feeds Reconciliation, you will be asked to approve any transactions that will be created by your bank feeds rules. You can find this form here: Cash Book > Period End Routines > Bank Feeds Approval. You can also choose to review transactions before they are posted using Bank Feeds Rules. If you want to approve transactions that would be created by a bank feeds rule, turn on Review before posting by going to Cash Book > Utilities > Bank Feeds Rules and selecting this option. If you wish for transactions for a bank feeds rule to be posted automatically without need for approval, then turn off this setting. To post transactions for a bank feeds rule automatically, without approving them, turn off Review before posting. Page 15

Session 2 Bank Feeds and Rules Edit a bank feeds rule A Bank Feeds Rule can be edited once created. Open: Cash Book > Utilities > Bank Feeds Rules. Select the rule and click Edit.

16 Session 2 Bank Feeds and Rules Edit a bank feeds rule A Bank Feeds Rule can be edited once created. Open: Cash Book > Utilities > Bank Feeds Rules. Select the rule and click Edit. Changes to a rule will only apply the next time you use Bank Feeds Reconciliation to download bank transactions from Sage Bank Feeds. Delete a bank feeds rule Cash Book > Utilities > Bank Feeds Rules. Select the rule and click Delete. View posted transactions Cash Book > Reports > Sage Bank Feeds Postings Report. Use the Sage Bank Feeds Postings Report to view approved transactions that have been created from Bank Feeds Rules. View failed transactions If the bank feeds rule could not create the transactions in Sage 200c, then you can view the failed transactions. For example, this might happen if: The customer or supplier account specified in the rule no longer exists. A nominal account specified in the rule no longer exists. A customer or supplier uses a different currency to the bank account. If you get any failed transactions, check your bank feeds rule and correct any issues. Cash Book > Period End Routines > Bank Feeds Failed Transactions. Select the bank account used for Sage Bank Feeds. Details of any failed transactions are displayed. To view the details in a report, click Print. Page 16

17 Session 2 Bank Feeds and Rules The report shows details of failed transactions for your Sage Bank Feeds accounts. Example bank feeds rule Example of a nominal payment Every month you pay electricity bill to Southern Energy. The payment always has a reference of "SouthernEnergy". You set up a rule for this transaction, and call it Electricity. You want to match this using the reference in the bank transaction, so you set this up as: Reference - Equals - SouthernEnergy Now you want to choose how the transaction will be posted, so you click Add to enter a new line. You leave the Percentage set to 100. You choose a Nominal Code and select the account used for electricity Heat Light Power - Electricity. You enter a transaction Reference of Southern Energy, a Second ref of Electricity bill, and set the friendly narrative to Electricity. You set the VAT Code to 1 - Std rate. When you next use Bank Feeds Reconciliation and download transactions from your bank, the rule detects a new transaction for a 100 payment with a reference "SouthernEnergy". You approved this transaction. Sage 200c will create a matching nominal Vatable transaction with the details you specified. Posting Account Value Reference Narrative Debit Heat Light Power - Electricity Southern Energy Electricity Debit VAT Credit Bank Account Southern Energy Southern Energy Electricity Sage 200c will also create a cash book bank transaction. Type Value Reference 2nd Ref. Payment Southern Energy Electricity bill Page 17

18 Session 3 Bug fixes Session 3 Bug fixes There are more than 20 bug fixes in this next update of Sage 200c. We ve highlighted some of these fixes below. Issue number Title Version found in 1540 Negative discount on suggested payments causes the value must be zero or greater than zero message to appear Possible to create a sales order with blank country code in delivery address field. Use By Date not set correctly during import of batch/serial opening balances R Parameter value '***' is out of range when searching for numeric values 12 digits in length on some lists Failed to convert parameter value from a Double to a Int16 when searching list views. Ready For Invoice Print flag incorrectly set when updating to 200c A full list of fixes in this release can be found in Ask Sage article Page 18

19 Session 4 Sage 200 CRM latest version adoption Session 4 Sage 200 CRM latest version adoption Sage CRM 2017 R3 is a maintenance release but was released after the recent build of Sage 200c Professional was completed. In this release of Sage CRM, only one new feature was implemented. Area Reports New feature / enhancement Sage CRM now uses HTML5 to render charts. Adobe Flash Player is no longer required. There are also just under one hundred bug fixes (including those that can no longer be reproduced) contained in this release of Sage CRM. Like Sage 200c Professional opposite, we ve listed some of these fixes below Issue number QA QA QA QA QA QA Title When a user selected the Post to Finance option on a Sage 200 integration, duplicate company records were created in the database. When a user resized the Sage CRM window, some buttons (such as Save, Cancel, and Help) were hidden. Filter By value wasn't saved in a dashboard. When using an apostrophe (') in Advanced Find, a "Bad request" error occurred. When the Sage 200 Connector was installed, Mail Merge didn't populate the Company Name field. Charts were missing from reports exported to PDF or Microsoft Excel. Full details of all issues that are fixed and no longer replicable within this version of the software can be found in the Sage CRM 2017 R3 Release Notes available from the Sage CRM Help Centre at help.sagecrm.com. Page 19

20 Session 4 Sage 200 CRM latest version adoption Sales, Marketing and Service As part of the Winter 2017 Enhancement release of Sage 200c, we re also happy to advise that Sage CRM 2017 R3 can also be used for customers who use Sales, Marketing and Service, also known as Connected CRM. As Sales, Marketing and Service can be upgraded independently, customers who are currently using an earlier version of Sage 200 do not need to upgrade their Finance application to take advantage of the latest Sage CRM release. As part of the upgrade, if necessary, we also recommend you install the latest version of the Sage CRM Connector version 4.1 which was released in September This new version of the Connector includes the following improvements: Ability to add free text items, comment lines and additional charges to sales orders and quotations entered via the web forms in Sage CRM. Enable Migration Mode via the Sage CRM Connector Configuration screen instead of having to make amendments to the AccountMigration.asp file. Changes to the file structure that now allows you to retain any customisations made to files when upgrading to subsequent releases of the Sage CRM Connector. Ability to amend item line prices out of the box without having to install a separate.dll file first. Further enhancements to the Connector are planned in Page 20

21 Session 5 Migration Tool update Session 5 Migration Tool update Following a communication sent to business partners earlier this year, we re pleased to advise that we ll be releasing an updated version of the Migration Tool to assist partners with upgrades to Sage 200c from Sage 50c. The Tool is currently scheduled to be released shortly after the Winter 2017 Enhancements in January. The tool will be updated to allow migrations to take place from the latest version of Sage 50c which is version Page 21

Session 6 Document storage Session 6 Document storage You can save printed or emailed documents to cloud storage, so that they can be viewed by everyone using Sage 200c.

22 Session 6 Document storage Session 6 Document storage You can save printed or ed documents to cloud storage, so that they can be viewed by everyone using Sage 200c. The following documents can be stored in the cloud: Invoices and credit notes Customer statements Debtor letters Order acknowledgements Despatch notes Supplier purchase orders. Documents are saved in PDF format, and once they have been uploaded to your cloud storage, they can be viewed from Sage 200c. To save documents to cloud storage, you will need to use either Microsoft OneDrive for Business or Dropbox. Set up cloud storage Before setting up within Sage 200c, ensure your chosen method of cloud document storage has a suitable location for your documents. The below example shows a folder called 200c Documents created in Microsoft OneDrive that will be used specifically for this purpose. Note: You should also share this folder using your cloud storage application, so that everyone that will use Sage 200c can access the folder and view documents. On your server, install and set up your cloud storage client application. The folder containing the Sage 200c documents needs to be set up as a shared network folder with everyone that uses Sage 200c. The cloud storage application will run from your server, so you don't need to set this up on each Sage 200c user's PC. Page 22

Session 6 Document storage Open Windows Explorer, and find the folder on your drive that's being synchronised by the cloud storage application.

23 Session 6 Document storage Open Windows Explorer, and find the folder on your drive that's being synchronised by the cloud storage application. In Windows, share the folder that you have created on your network. The folder should be shared with everyone that uses Sage 200c. Users will need to be able to save files to this folder, so it should be shared with both Read and Write permissions. Make a note of the path to the shared folder name, as you will need to enter this as the Storage folder in the Document Storage Settings. For example, this might be \\your_server\sage 200c Documents\. Set up document storage in Sage 200c Browse to Accounting System Manager > Settings > Document Storage Settings. Next to the Storage folder, click Browse to select the shared network folder on your server that is used to synchronise your Sage 200c documents to cloud storage. This must be the network path to the folder, not a local drive path; for example: \\your_server\sage200 Documents\. Enter the URL for the Cloud folder. This is the web address to the folder in your cloud storage that contains your Sage 200c documents. Tip: To make sure that you've got the right location, try entering the URL in a browser and check that it shows the documents folder. Page 23

Session 6 Document storage You can choose to store documents when Printing and/or Emailing You can

This includes Acknowledgements, Customer Letters, Customer Statements, Despatch Notes, Invoices

You can also choose whether you want to ask for confirmation before sending to storage.

24 Session 6 Document storage You can choose to store documents when Printing and/or ing You can choose which types of document are saved by choosing the Layouts for the documents. This includes Acknowledgements, Customer Letters, Customer Statements, Despatch Notes, Invoices and Credits, Supplier Purchase Orders. You can also choose whether you want to ask for confirmation before sending to storage. When you print a document, this will ask you if you want to save the document to cloud storage. If you disable this setting, documents will automatically be saved to cloud storage. Page 24

25 Session 6 Document storage View documents from cloud storage To view documents that have been saved to cloud storage, you can click the View in Document Storage button, where you see it in lists and screens. For example, if the invoice or credit note has been printed (or ed) and saved to your cloud document storage, you can view it in PDF format. Select Invoicing > Invoicing List, then select a single invoice or credit note and click View in Document Storage. or Open Sales Ledger > Customers List, then select the customer and click View in Document Storage. The customer's folder is displayed in document storage. The Invoice and Credit Note folders contain the appropriate documents for the customer. Additional information Files are saved to the location you have set as the Storage folder in Document Storage Settings. This is a network location, not a local drive; for example: \\your_server\sage 200 Documents\. Documents for each company are stored in a separate folder named after the company ID number; e.g. if there is only one company, this would be 1. Documents are saved in separate folders for each customer or supplier, and for each document type. For example: Invoices for a customer with short name BET001 would be found in 1\Artefacts\Customer\BET001\Invoice. Purchase orders for a supplier with short name ATL001 would be found in 1\Artefacts\Supplier\ATL001\Purchase Order. Page 25

Session 7 Microsoft Office 365 integration Session 7 Microsoft Office 365 integration This release of Sage 200c sees the introduction of our first feature that allows you to integrate with Microsoft

Sage have teamed up with Microsoft to allow Sage Business Partners to offer sales of Microsoft Office 365 as part of a new sale.

26 Session 7 Microsoft Office 365 integration Session 7 Microsoft Office 365 integration This release of Sage 200c sees the introduction of our first feature that allows you to integrate with Microsoft Office 365. The Sage Contacts App allows users to view customer information directly from Microsoft Outlook, without having to leave the they re currently viewing. Sage have teamed up with Microsoft to allow Sage Business Partners to offer sales of Microsoft Office 365 as part of a new sale. There are three different on-boarding propositions for this these will be discussed later. Sage Contacts App Set up the connection to Office 365 in Sage 200c 1. Select the relevant user from the Users list in System Administration. 2. Right-click on the user > Properties > API tab. 3. Tick the Azure AD box, and enter the user s Outlook 365 address. Select OK. Page 26

You will be prompted to logon to Azure Directory, as the Admin user. Select Close at the end of the process. 7.

27 Session 7 Microsoft Office 365 integration 4. Run the Azure Application Proxy Installer and Configuration utility. 5. Select the Install & Configure button to launch the Microsoft App. 6. Accept the license terms by selecting the box > Install. You will be prompted to logon to Azure Directory, as the Admin user. Select Close at the end of the process. 7. You will be again prompted to logon to Azure Directory as the Admin user. The utility will configure the Azure directory, and will then show Message Box: completed at the bottom of the utility. The utility displays values to be pasted into the Azure Portal. Note: (We can t yet automate this and are currently waiting on assistance from Microsoft). Page 27

28 Session 7 Microsoft Office 365 integration 8. Select the Azure portal hyperlink 9. Select Azure Active Directory. 10. Select Enterprise Applications, All Applications. Page 28

29 Session 7 Microsoft Office 365 integration 11. Select New Application. 12. Select On-premises application. 13. Paste in values from tool and as per step 7 of the utility, change the pre-authentication mode to Passthrough: Page 29

30 Session 7 Microsoft Office 365 integration 14. Click + Add at top of the tab to complete the process. This may take a few moments. Enable Sage 200c users Before you start using the Sage Contacts App, you must set up the relevant Sage 200c users with access to their Office 365 account. To do this: Open System Administration > Users. Right-click on the relevant user > Properties. Select the API tab. Tick the Azure AD box and enter the user s Office 365 address Select OK. Note: Only a single Sage 200c site may be connected to your Office 365 account. A site may include more than one company. Page 30

Session 7 Microsoft Office 365 integration Using the Sage Contacts App Scenario: A user receives an email from a customer.

Within Microsoft Outlook, the user selects the email from their inbox and clicks the Sage Contacts icon. This displays the Contacts App on the right-hand side of the screen.

31 Session 7 Microsoft Office 365 integration Using the Sage Contacts App Scenario: A user receives an from a customer. They re asking about a recent transaction on their account, they ve sent us a payment and wish to know if we ve received it. Within Microsoft Outlook, the user selects the from their inbox and clicks the Sage Contacts icon. This displays the Contacts App on the right-hand side of the screen. The App searches for the sender s address and if more than one match is found, the user is asked to select the relevant customer record from Sage 200c. Note: If only one record is found, the details of that record are displayed immediately. Remember, a user can have access to more than one Sage 200c company and so the records displayed will reflect this where necessary. The customer details are then displayed within the App and the information The information is separated into four different tabs: Overview The overview tab contains the following account information: Account Balance Credit Limit Account Status Credit Position Payment Terms Below the account information is further details regarding the Contact themselves Salutation First Name Middle Name Last Name Telephone Website Address Analysis Codes Fields denoted with a can be edited directly from within the app and the relevant updates will be applied to the contact record within Sage 200c in real time. Other fields such as website and address belong to the company record rather than the contact record. Changes to these fields are therefore not possible from the Contacts app as they would impact on other contacts that belong to that customer record in Sage 200c. Page 31

Session 7 Microsoft Office 365 integration Analysis Code information can also be viewed across several pages, but as with the address and website fields, these too cannot be amended

Below this information, the app also shows the last 20 invoices and credits this figure cannot be changed. The app will also show the last 20 payments and receipts too.

32 Session 7 Microsoft Office 365 integration Analysis Code information can also be viewed across several pages, but as with the address and website fields, these too cannot be amended from the app. History The History tab shows the customers outstanding balance, along with their average days taken to pay. Below this information, the app also shows the last 20 invoices and credits this figure cannot be changed. The app will also show the last 20 payments and receipts too. Comms The Comms tab will display the last s that have been received from the contact currently selected within Microsoft Outlook. The tab shows the last s received from that contact, most recent first and the last 100 received for that contact. Page 32

Session 7 Microsoft Office 365 integration Memos The Memos tab reads directly from the company record and displays the memos that are already entered against the customer account.

33 Session 7 Microsoft Office 365 integration Memos The Memos tab reads directly from the company record and displays the memos that are already entered against the customer account. Furthermore, you can add your own directly from the app. Simply type your text in the box and hit the Submit button. The information is written directly to the Sage 200c database and the information is shown on the Memos tab the next time the record is accessed. address not found If the sender s address isn t found, you can link it to an existing account in Sage 200c. Note: The account must already exist you can t create new customer records via the app. Searching for the account is accomplished by searching for the Account code which is an intelligent search field. Once you ve entered the first few characters, possible matching records are displayed. When you link the sender s details, the app will create the new contact against the company using the Sage 200c API. Sending s The Contacts app also works when sending s as well as receiving them. When a new is being composed, select the Sage Contacts app icon on the top right of the screen. If the address is found, the details are displayed in the same way as described above for receiving s. If the address isn t found, again, it can be linked to an existing account in Sage 200c. Page 33

34 Session 7 Microsoft Office 365 integration Frequently Asked Questions Q: What margin do partners receive on Office 365 sales and will this reflect the Microsoft tiers (i.e. Gold, Silver, Bronze etc)? A: There is no margin offered by Sage on Microsoft Office 365 sales partners receive a rebate on the sale instead. Q: Will partners who are already an existing Microsoft Partner receive a different margin to those who are not yet registered as a Microsoft Partner? A: No. The choice is the partner s as to whether they wish to sell via Sage or via themselves but with the first option, customers will benefit from purchasing from one provider. Q: Is there a support cost? A: Partners provided first level support and will contact Sage if further help is required and they will escalate to Microsoft if required. Partners should not contact Microsoft directly Q: Do Microsoft support the Office 365 part of the proposition directly? A: No this is not an available option. Q: What demonstration software options are available for partners? A: There are no demonstration licences. Partners can however sign up to a 30-day trial as often as they wish or alternatively, buy their own licence for such purposes. Q: What is the cancellation process and is there a minimum term? A: There is a 12-month minimum term on a monthly licence. Sage enforce this to the partner. The partner can change this to their end client if desired, i.e. match their product terms of 36 months. Q: If a customer cancels their subscription, what happens to their data? A: After a certain timescale, the data is erased. It is the customer s responsibility to move or copy what they need before this time. Q: How much will it cost our partners to register with Microsoft and get their NPN number. How quick and easy is it? A: Partners can get an MPN number very easily, however, to earn rebates, they must be silver or gold accredited which has a cost and examinations involved. Page 34

35 Session 7 Microsoft Office 365 integration Q: Can Partners sell additional licenses to Existing MS customers? A: If a customer has Office 365, they need to buy from their current provider. Another partner cannot add licences to an existing tenant without taking joint admin of the tenant. Q: Page 35

36 Appendix 1 Appendix 1 6 reasons you ll love Sage 200c Accurate insight Save time and support key decisions by getting straight to the business-critical data you need. Sage 200c presents facts and figures in a meaningful way and gives you critical insights when and where you need them. Greater control Offering more than just accounts, Sage 200c helps you to build a joined up, efficient business connecting all your departments, from sales to customer services, despatch to financials and giving the right data to the right people. Connected office Microsoft Office 365 is simple to use and enables anytime, anywhere access to your contacts data and provides quick and easy collaboration across your entire organisation. Access data anytime, anywhere Sage 200c offers the option to access critical information when away from the office or out on the road. Sage 200c makes it easy to keep in touch when you re visiting customers or suppliers and makes homeworking straightforward. Detailed reporting Produce detailed reports by region, sales representative, industry type, customer rating, account manager, partner and much more. Easily forecast and budget for customers, suppliers and projects. The choice is yours A flexible, customisable solution that gives you more insight and control than ever. Choose up-front or monthly payments. Choose the modules you need to manage your business. Choose the options that are right for you. Page 36

37 Appendix 2 Appendix 2 Features and benefits Connected user Work anywhere, anytime and get real-time data access via workspaces on any supported browser. Sage Bank Feeds Say goodbye to re-keying bank payments by connecting Sage 200c directly with your bank accounts. Excel Reporting for Sage 200c Sage 200c provides out of the box reports, allowing you to perform analysis and formatting within a single click. Sage Contact Real time access to data with Microsoft Outlook so no matter where you are, you have all the information you need. Microsoft Office 365 Anytime, anywhere access to data and quick and easy collaboration across your entire organisation. Documents to anywhere Save documents to any location whether it be in the cloud or on your local server. Problem Manual processes and multiple systems are causing inefficiencies. I don t have the business insights I need to make decisions. I need more functionality and a robust system. I have limited data access to key data on the go. I want to grow faster. I need to share data across my team. Solved! Automatically create workflows and set up processes as well as saving time with bank feeds. Out-of-the-box Excel reports enable quick and easy business analysis and for more in-depth insight, full business intelligence is available. Easily customise, connect add-ons and future proof your system. Microsoft Office 365 gives you access to the information you need, 24/7, wherever you are. Streamline and automate operations and achieve more insight across departments. Tools to collaborate from anywhere. Page 37

Sage 200c. New Features. Version: 1.0

Sage 200c. New Features. Version: 1.0 Sage 200c New Features Version: 1.0 Copyright Sage (UK) Limited, 2017. All rights reserved. These materials are designed to help you use the software they relate to and they are written as general rather