What’s New in Sage 100 ERP 2013 – Part Deux

In my previous post on the upcoming Sage 100 ERP (the software formerly known as Sage MAS 90 and 200) 2013 release, we covered the enhancements being made to the Accounts Payable module, including the expanded invoice number field and the ability to deactivate vendors. The Accounts Receivable module will also receive a similar update, allowing the user to inactivate customers using the Inactive check box in Customer Maintenance, and adding a “Reason Code” to reference why the customer was deactivated.

When a customer is inactivated, that account will be restricted from use in all data entry tasks, except for receiving payments on open invoices. For collections and other activities, when customers are designated as “Inactive” they will be able to be easily identified and targeted for collections communications, mailing labels, and statement printing. Historical information for Inactive Customers will be retained, so the user can still review history and use the accumulated data in sales comparisons. Inactive Customers can optionally be excluded from lookups, and, as with the Inactive Vendor, full details of the action taken will be included in the audit log.

A huge new feature that directly affects Accounts Receivable are the enhancements to credit card processing in Sage 100 ERP 2013.  Credit Card Processing in the new version will utilize Sage Exchange – a “Vault” in the Cloud – to provide many enhancements and increased flexibility in the 2013 release, including card-swipe capabilities, charges for repetitive invoices and Accounts Receivable invoices, mobile payments, improved cash flow management and forecasting, and will provide a consolidated view of payment activity. Sage Exchange Support is automatically included when establishing a merchant account with Sage Payment Solutions. NOTE: PCCharge Payment Server will no longer be supported with Sage 100 ERP 2013.

Sage Exchange is the cloud-based technology that provides the integration between Sage 100 ERP and the Sage Payments Gateway. It consists of three key elements: the Sage Exchange Vault, the Sage Exchange Portal, and third-party development tools which enable Sage Development Partners to connect to Sage Exchange. The Sage Exchange technology will include connection to a secure vault for storing all sensitive credit card information outside of Sage 100 ERP, as well as for processing credit card transactions. You read correctly – customer credit card information currently stored in Sage 100 ERP (formerly Sage MAS 90 and 200) will be moved from the database tables to the Sage Exchange Vault and will no longer be stored on your physical server. Storing customer credit card data in the secure, cloud-based Sage Exchange Vault, will reduce fraud exposure for your company. The 2013 release will also allow a one-time use credit card for a payment transaction without saving credit card information.

The Sage Exchange portal will provide a user-configurable dashboard and flexibility to view payments information on the web via a tablet or desktop, in the manner each customer would prefer. Customize My Dashboard to gain access to the information that is important to you. Users will be able to easily assign access to the Sage Exchange portal for their employees, create customized coupons for use with specific credit card terminals, and easily make connections using tablets or mobile phones.

Sage 100 ERP 2013 will provide the ability to accept payments by credit card for services rendered at the time of Accounts Receivable invoice creation for the invoice total, without requiring the use of the Sales Order module. This streamlines acceptance of credit cards by companies that sell services, such as landscape architects and business consultants. Functionality in the Sales Order module, though, is improved as well. At the time of Sales Order creation, each unique business will be able to define the pre-authorization amount they want to use, whether it’s a portion of the transaction, an amount over the transaction amount, or the entire amount owed. It will also be easier to provide customers with confirmation of payment receipt by including the payment amount on the Sales Order invoice. New functionality in Sage 100 ERP 2013 will enable the ability to apply credit card payments for recurring invoices for businesses that bill repetitively for services such as membership dues or service fees.

If using Sage Payment Services as your credit card processor, Sage Exchange will reduce merchant transaction fees when cards are present and speed the entry process when swiping credit cards using a Sage Payments recognized card swipe device attached to the terminal. Our new card swipe capabilities have been truly integrated so that payments processing is built into the normal Sage 100 ERP workflow, which can replace the disconnected card swipe capabilities many companies use.

Finally, Sage Exchange will enable the delivery of many new payment features and functionality in the 2013 release, and future Product Updates. For Sage 100 ERP 2013, Sage Exchange will allow payments to be collected anytime, anywhere, via smart phone. Ideal for cash sales, Sage Mobile Payments will immediately capture the cash transaction information and send it to Sage Exchange for secure transfer to Sage 100 ERP 2013 Accounts Receivable Cash Receipts Entry. Companies that provide services and collect fees in a mobile environment will find these features especially helpful.

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