Sage Software Welding System MAS 500 Version 72 User Guide

Sage MAS 500 Version 7.2  
Pre-Release Guide  
January 2008  
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SAGE MAS 500 VERSION 7.2 PRE-RELEASE GUIDE  
Overview  
Sage MAS 500’s rich heritage as a technology leader has been a key foundation of the solution for  
more than one decade. As the first Mid-Market solution to develop an ERP application from the  
ground-up based on SQL Server and Visual Basic Technology, Sage MAS 500 has evolved by  
taking advantage of newer technologies that provide the value and flexibility that Sage MAS 500  
users have come to rely on. From innovative ecommerce solutions to the latest .NET based  
Business Insights Explorer module, Sage MAS 500 continues to pursue technology solutions that  
increase user productivity and lower overall costs.  
The Sage MAS 500 7.2 release strengthens that technology leadership position by providing two  
new .NET solutions, full support for Microsoft Vista UAC and a re-architected Sage MAS 500 Office  
while continuing to extend and improve the overall user experience.  
A key highlight to the 7.2 release includes a new .NET and web based dashboard solution –  
Business Insights Dashboard. As a benefit to all Sage MAS 500 maintenance subscribers,  
Business Insights Dashboard provides a user centric view of key application metrics in addition to  
transaction inquiry through a Browser URL.  
The new .NET and SQL Server SSIS based Data Import Manager allows administrators to import  
a variety of transactions into MAS 500 through a simplified mapping interface while preserving data  
integrity. A refreshed and enhanced user interface within Sage MAS 500 Office provides a more  
streamlined process for creating and managing Office Templates.  
Both new and existing customers will immediately benefit from these newer technologies in  
addition to the usability, performance and scalability improvements throughout the system. Please  
take the time to read through the remainder of the document to fully understand the value and  
opportunity the 7.2 release provides.  
Availability  
Sage MAS 500 7.2 will be generally available in March 2008. Channel partner and customer auto-  
shipments are expected in the April 2008 timeframe. The Software Development Kit (SDK) will be  
available approximately four weeks after the initial delivery to Production. All efforts will be made to  
provide the SDK sooner.  
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SAGE MAS 500 VERSION 7.2 PRE-RELEASE GUIDE  
New Modules  
Business Insights Dashboard  
The new Business Insights Dashboard module keeps customers in charge of their business by  
channeling all the information they need into one convenient and powerful web dashboard solution.  
Business Insights Dashboard provides an unsurpassed level of knowledge management that  
consolidates critical personal, corporate, and external information and enables single-click access  
to analytical and collaborative tools. Using .NET technology, this customizable solution to  
information overload puts up-to-date sales statistics, key Sage MAS 500 data, industry news, and  
competitive intelligence at your fingertips.  
In addition, new data views (Web Parts) can be easily created in Visual Studio.NET allowing  
customers to track almost any business scenario imaginable. By leveraging key performance  
indicators in their business, they can move from reactive to proactive—improving customer  
satisfaction as well. Each user has the ability to personalize their dashboard in addition to  
configuring various dashboard layouts for daily, weekly and other role based views.  
Secured Content  
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The data view included with Business Insights Dashboard have been assigned individual task  
rights allowing administrators to set security for each KPI by company based on their appropriate  
role in the organization. The ability to modify the personal experience and to modify the global  
experience within the Dashboard is also securable through individual task rights.  
Leverage the Power of Business Insights Explorer  
As an added benefit to the powerful personalized dashboard capabilities, users of Business  
Insights Dashboard will also have access to Business Insights Explorer views directly from the  
browser. Based on their security profile defined within MAS 500, users will benefit from the  
powerful sorting, filtering, grouping and drill-down capabilities provided through the embedded grid  
without requiring a Sage MAS 500 client installation. This additional capability allows customers to  
grant Sage MAS 500 data access to other information workers within an organization at a fraction  
of the cost by purchasing additional Business Insights User licenses.  
Data Import Manager  
Sage MAS 500 continues its strong tradition as an open ERP platform for integration and  
customization. Based solely on the Microsoft technology platform, Database Administrators and  
developers have leveraged the various methods for integrating into Sage MAS 500 through its  
open SQL Server and Visual Basic platform.  
The new Data Import Manager builds off the strength of that openness through a robust database  
integration mapping application. Built with .NET and SQL Server 2005 SSIS technology, database  
administrators can now configure one-time or regular scheduled imports into a wide variety of Sage  
MAS 500 transaction formats through a powerful mapping wizard. The mapping wizard provides  
the detailed knowledge of MAS 500 including required fields, default validations and lookups while  
enabling the administrator to transform direct feeds from Sage MAS 90 or 200, ASCII, Delimited,  
Microsoft Access, Excel, SQL Server and XML data sources. By leveraging the power of SQL  
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SAGE MAS 500 VERSION 7.2 PRE-RELEASE GUIDE  
Server SSIS, administrators can schedule the SSIS package to run on a regular basis.  
Furthermore, developers can modify the final package by adding scripting for additional validations  
and other complex transformations.  
Data Import Manager also addresses one of the most widely used applications in Sage MAS 90  
and 200 platform - The Visual Integrator module. By providing the import capabilities within Data  
Import Manager, Sage MAS 90 and 200 customers that have been running regular imports with  
Visual Integrator can be assured of a similar experience after migrating to Sage MAS 500.  
Available Transaction Imports  
The following table highlights some of the key entities and transactions available with the 7.2  
release of Data Import Manager. A complete list will be included with the online documentation  
supplied with the product  
Module  
Entity or Transaction  
Accounts  
Capability  
GL  
GL  
GL  
AR  
AR  
AR  
AP  
AP  
Insert  
Insert  
Insert  
Journals  
Transactions  
Customers  
Sales Territories  
Sales Teams  
Vendors  
Insert and Update  
Insert  
Insert  
Insert  
Vendor Items  
Inset and Update  
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Module  
Entity or Transaction  
Vouchers  
Pricing (including price sheets, Insert  
groups, matrix and customer)  
Capability  
AP  
IM  
Insert  
SO  
SO  
PO  
PO  
MF  
MF  
MF  
Open Orders  
History Orders  
Open Orders  
History Orders  
Work Centers  
Routings  
Insert and Add Line  
Insert  
Insert  
Insert  
Insert  
Insert  
Insert  
Employees  
Licensing  
Data Import Manager will be licensed as a new module and priced at $2,500. Pricing is subject to  
change prior to the release.  
Starship Freight v9.9  
Use StarShip Freight to integrate efficient packing and an automated process into your fulfillment of  
larger shipments. For less-than-truckload (LTL) and truckload (TL) shipments, StarShip Freight  
provides your customers with item level detail, prints the Bill of Lading (BOL), and recommends an  
auto-pack based on previous shipments with carriers such as Roadway and Yellow Freight.  
Reduce shipping costs by shopping for the best rates using Freightquote.com carriers, customer  
negotiated rates, or a mixture of both. Quickly view the transit time and freight charges before  
selection and get tracking information on shipment location and status.  
Use the StarShip Freight Shipping Assistant to simplify pick-and-pack functionality and improve  
efficiency. As shipments are processed, the Shipping Assistant remembers packaging scenarios,  
and provides those as auto-packing options in the future. A sophisticated two-tiered approach to  
packaging captures the item detail for each box, plus the box details for each pallet.  
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SAGE MAS 500 VERSION 7.2 PRE-RELEASE GUIDE  
StarShip Freight Highlights  
Swiftly convert orders using item detail to automate freight rating and Bill of Lading  
Reduce shipping-related expenses by combining multiple orders in a single shipment  
Capture item, box, and pallet detail using a simple drag-and-drop method  
Identify significant shipping cost savings among multiple carriers by viewing side-by-side  
rate comparisons  
Immediately add accurate shipping charges to customer invoices  
Personalize the Shipping Assistant to your preferred level of detail  
Print pallet and package labels using laser or thermal printers  
Availability  
Starship Freight for Sage MAS 500 version 7.2 will be released after the initial launch of Sage MAS  
500 version 7.2 and is currently scheduled for late spring after the completion of a beta release  
cycle.  
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SAGE MAS 500 VERSION 7.2 PRE-RELEASE GUIDE  
Usability Enhancements  
Warehouse Automation  
Pick by Order or Shipment  
A new flexible picking option within WA allows the operator to drive the picking process based on a  
sales order number or shipment number, thus allowing picking of urgent orders without completing  
entire pick list in addition to eliminating the need to return to the MAS 500 console as well as  
generate shipments before the picking process begins.  
Email Notification  
A new automated email feature provides instant feedback to the back office once specific  
transaction events are processed from the handheld. This new capability ensures that key  
personnel involved within shipment workflow are informed so that subsequent action can be taken.  
The following events will be included in the 7.2 release:  
Completion of a Pick List Pick  
Completion of a Sales Order Picking  
Completion of a Shipment Pick  
Posting of the Sales Order  
Improved Error Messaging  
Enhanced error messaging when processing rejected handheld transactions provides warehouse  
managers with complete visibility into the reasons a transaction failed thus allowing them to take  
proper action without additional inquiry.  
Improved Warehouse Workflow Options  
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A set of new options will allow warehouse managers to require handheld personnel to scan items  
and enter the customer number when picking or packing an order. This process will ensure a more  
accurate picture of the customer’s inventory situation prior to processing new orders.  
Project Accounting  
New Expense Billing Option for T&E and FP+ Projects  
A new billing option from Accounts Payable will provide project managers with the ability to bill  
outside service expenses and other non resource related expense by the items standard cost,  
standard price or actual cost thus giving customers added flexibility when invoicing their clients  
based on the type of expense being incurred. This new billing option for accounts payable  
expenses is enabled for Time and Material projects as well as any T&M portion of a Fixed Price  
plus project.  
Enhanced Drill-Down from General Ledger  
Accounting personnel and other finance operations evaluating revenues and expenses associated  
with various activities across the business will now have the ability to view any project related  
transaction associated with the GL transaction such as timesheets, expense claims and project  
transactions. This new visibility provides the finance department the precise information they  
require when they are reviewing trends or anomalies within the business.  
Sage MAS 500 Office Update  
From the initial release in 1996, Sage MAS 500 has consistently been lauded as a leader in  
providing a robust integration with desktop productivity tools including Microsoft Office. Sage MAS  
500 Office is one of many entry points provided within Sage MAS 500 that allows users to publish  
entity and transaction information directly with Microsoft Word and Excel. In addition, a strong  
attachment capability provided a method for assigning customer and supplier correspondence,  
internal instructions and other various documents associated with the given task.  
Sage MAS 500 version 7.2 includes a significant update within Sage MAS 500 office by providing a  
richer user experience when developing Office templates, as well as re-aligning the document  
attachment capability within a much improved memo management facility. New and existing users  
will benefit immediately from the ease of use features. Moreover, a dedicated tutorial included with  
the 7.2 release will highlight the key capabilities included with memo management and creating  
office templates.  
Memo Management Enhancements  
The Memo management option currently available in a small subset of tasks, such as customer  
and vendor maintenance, has been added to all tasks that previously contained the Sage MAS  
500 Office toolbar option. Each memo created will be automatically assigned to the given task such  
as the voucher, customer or invoice. A new attachment feature within the memo manager window  
will allow users to attach documents within a predefined network share or local drive. The memo  
manager icon on the toolbar will automatically change in appearance if a memo has been assigned  
making it easier for the user to identify.  
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Business insights Explorer has been enhanced to include a new “Active Memos’ Preview for the  
most common memos a user may need inquiry access to including Vouchers, Invoices, Work  
Orders, Projects, Purchase Orders, and Sales Orders.  
Office Templates  
The Sage MAS 500 Office template creation and merge functionality has been completely  
redesigned to leverage the powerful embedded features within Microsoft Office, while making it  
easier for the user to understand the information contained with the Sage MAS 500 task. Users will  
now drive the creation of the template from within Word instead of outside the application by  
leveraging the built-in Word mail-merge wizard. Additionally, Sage MAS 500 Office has been  
implemented as a generic feature and will be available in all data entry tasks.  
When developing a new Word template, Sage MAS 500 office will provide the relevant information  
contained within the Sage MAS 500 task and drop the user directly within the Word Merge wizard.  
Users can then simply drag and drop fields within the document and generate the final document.  
The template can then be saved for repetitive use in a predefined network share or local drive. For  
Excel, the data will be exported directly to a blank source worksheet with defined named ranges.  
Pivot tables and charts can then be constructed and saved as templates for continued use and  
shared with others within the organization.  
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SAGE MAS 500 VERSION 7.2 PRE-RELEASE GUIDE  
Business Insights Explorer  
Introduced in Version 7.0, Business insights Explorer (BIE) has become the tool of choice for  
customers to inquire and navigate through the wealth of relational information stored within Sage  
MAS 500. BIE’s ability to personalize and share information with others has become a common  
theme mentioned among the Sage MAS 500 user community. The introduction of Quick Previews  
in version 7.05 provided a simplified and high performing view of the information while leveraging  
the backend infrastructure and personalization capabilities of BIE.  
A set of new previews will be introduced in the 7.2 release including:  
New “Where Serial Number Used” previews including: Inventory Transactions, Shipment  
Lines, Customer Return Lines, Stock Receipt Lines, Vendor Return Lines, and Work  
Order Transactions. These new previews will allow customers to immediately identify  
where a given item serial number has been used within their business operations.  
New Active Memos previews for Vouchers, Invoices, Work Orders, Projects, Purchase  
Orders, and Sales Orders. These previews will be accessible from the aligned transaction  
BIE view.  
New Common End User License Agreement  
A new common End User License Agreement (EULA) has been structured for all Sage North  
American products including all ERP, CRM, HRMS and Fixed Assets solutions. This common  
EULA provides customers with consistent licensing guidance based on complete solution they  
choose to purchase from Sage. The new EULA is included with the 7.2 release and is accessible  
from the help system.  
Documentation  
The Sage MAS 500 version 7.2 documentation and embedded help system includes a wide variety  
of new technologies including HTML help and multi-media tutorials. These new technologies  
provide the training and searching capabilities that ultimately enable users to feel more empowered  
in how to best leverage the entire system on a daily basis.  
New HTML Help Center  
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The new HTML Help Center is a one-stop resource of information for the Sage  
MAS 500 software.  
Searching Across Help Systems  
The new HTML Help Center is more streamlined and presents one main window from which to  
search across all topics in all modules. Additionally, the index and table of contents are shared  
across all modules.  
Shared Table of Contents  
The table of contents (Contents tab) in the new unified Help Center allows you to access books of  
topics for any module, general information about using the Sage MAS 500 Desktop, reference  
guides available in PDF, overview module PDFs, and technical support.  
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The table of contents contains links to reference guides and overview PDFs. Module PDFs provide  
overview information for the main windows in the software.  
Shared Index  
The unified Help Center also allows you to look for topics across all modules based on commonly-  
used keywords making it easier than ever to locate information.  
Shared Search  
You can perform full-text searches across all the module Help systems from any Help window.  
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Printing Topics  
Although you can print individual Help topics within the Help system, you can also easily print a  
book of related Help topics. On the Help Center table of contents area, select the book of topics  
you want to print and click Print in the toolbar. You can also right-click a book and select Print. The  
Print Topics dialog box appears giving you the option to Print the selected topic in the display area  
or print the selected topic and all subtopics.  
Now, it is easier to print field-level Help from the software. All fields are accessible from one easy-  
to-print page. When you press F1 at any field in the Sage MAS 500 software, the field-level Help  
topic for that window appears and jumps you right to the field you are looking for. Rather than  
printing individual fields from popups, you can now print all the field-level information for a window  
with one click of a button.  
FAQs and Troubleshooting Topic  
All Help topics contain links to the Help Center home page and the FAQs & Troubleshooting page.  
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Overview Help Topic  
The new and improved overview Help window offers key navigation links that are easily accessible  
near the top of the Help topic. You can use these navigation links to access procedure, concept,  
and field-level information that pertains to that window.  
Field-Level Help Topic  
The new structure for the field-level Help topics allows you to view and print information for all the  
fields in a window from one topic. Some field-level Help topics contain example drop-downs and  
links to other topics, where applicable.  
New Tutorials  
A new set of embedded tutorials provide users with the overviews of the key usability  
characteristics of Sage MAS 500 including Desktop Navigation, Memo creation, running reports,  
using lookups and accessing the powerful context menu’s throughout the system. These quick  
multi-media tutorials will enable users to feel more comfortable navigating throughout MAS 500  
while understanding some of the key product strengths.  
The following illustration highlights the initial set of tutorials that will be included with the 7.2 release:  
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Sage Software Complete Solutions  
Sage SalesLogix 7.2  
Your customers will be thrilled to hear that Sage SalesLogix for Sage MAS 500 has a new  
integration that will change the way they do business. Sage SalesLogix for Sage MAS 500 has  
been redesigned to improve communication, customer loyalty, productivity, and decision making by  
providing timely, accurate information.  
Sage MAS 500 Version 7.2 will be certified within a short period of time after the initial Sage MAS  
500 7.05 release currently scheduled for March. Additional details will be provided at that time.  
Sage MAS 500 Partners will be required to have current certification on both Sage SalesLogix and  
Sage MAS 500 to sell and implement this integration. Here are some of the key highlights:  
Instantly create accounts in Sage MAS 500 through Sage SalesLogix without entering a  
sales order  
Tailor bi-directional synchronization to meet your business needs, scheduled or on-  
demand  
Enhance validation checking to eliminate duplication  
View inventory in multiple warehouse locations (Sites)  
Customize Ad-Hoc Queries for powerful and drill-down capability and custom reporting  
Expand the visibility of instant, accurate account detail from Sage MAS 500 from Sage  
SalesLogix  
For complete details on this exciting new release, please refer to the Sage SalesLogix for Sage  
MAS pre-release guide posted on the Sage MAS Partner File Center.  
Sage Abra HRMS v7.6  
This release focuses on enhancements to Abra eRecruiter, Abra Benefits Enrollment, Abra HR,  
Abra Payroll, Abra Attendance, Abra Link, Abra MAS 90 Link and Abra OrgPlus. System level  
changes include:  
The ability to create and accept complex passwords up to 10 characters in length which  
support uppercase and lowercase characters, alpha, numeric and some special  
characters.  
Updated Upsizing Wizard. Supports the ability to move data from Abra v7.5.  
Microsoft Windows Vista compatibility. Sage Abra Suite 7.6 is compatible with Microsoft  
Windows Vista. Earlier versions of Sage Abra are not anticipated to be compatible with  
Vista and are not supported as such.  
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Two user license of Crystal Reports v10. Additional licenses may be purchased for $155  
for 1 seat and $765 for 5 seats, plus associated support fees.  
Abra eRecruiter v7.6  
Resume Keyword Search  
In addition to structured searches, Abra eRecruiter now provides unstructured resume keyword  
search capabilities. Search resumes by groups of key words and view the occurrence of the key  
words within resumes. Identify a specific word or grouping of words found in the resume field and  
perform a search. eRecruiter also provides a listing of the key words (or groups) found for each  
applicant.  
SSN/SIN Masking  
Abra eRecruiter now masks Social Security Numbers and Social Insurance Numbers from the view  
of those not set up as Recruiters.  
Archived Profile Access  
With Abra eRecruiter, applicants who are been previously archived can now log into the system  
using their email address and the system will proactively re-activate their profile. If an applicant logs  
on to the system with an existing e-mail address after their applicant record has been archived, the  
applicant profile and applications will be activated automatically. The Applicant History will be  
updated to show that the Applicant was activated by the system.  
Improved Workflow  
Abra eRecruiter now supports improved workflow between hiring managers and recruiters. Hiring  
managers can now receive multiple applications and resumes from recruiters and search for  
applicants “by requisition”. They can also send applicant selections and rejections to the recruiter  
through the Abra eRecruiter message center.  
Email Template Communications  
With Abra eRecruiter, utilize email templates to generate emails to multiple applicants. In the past,  
communications to one or more applicants was limited to the generation of letters. eRecruiter has  
now been expanded to include email. Create email templates and send system-generated emails  
for the purpose of:  
An acknowledgement letter to the applicant  
Invitations to candidates for interviews at specific times and locations  
An offer letter to selected candidate  
Rejection letters to selected applicants  
A history of all emails sent will be saved with the date, time and recruiter name and  
updated to the applicant’s record.  
Employee Transfers/Promotions  
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Now with Abra eRecruiter, when an existing employee accepts a transfer offer or is promoted, the  
Abra HR system will recognize that an existing employee is either being transferred or promoted.  
That employee data will be made available in Sage Abra HR for a transfer or a promotion.  
Abra Benefits Enrollment  
Abra Benefits Enrollment provides online benefit administration, open enrollment, and life events  
management for Abra HR users. Empower employees with detailed 24/7 benefit administration  
access to benefit plans over the Internet or an intranet. Step-by-step wizards guide administrators  
through the benefit plan set-up process, and walk employees through open enrollment. Year-round  
life events management allows employees to update information such as marital status and  
dependents.  
Export in .csv Format  
Administrators can now export Open Enrollment data from AWC-BE in .csv format for easy  
conversion to Excel format.  
Abra HR- EEO-1 Reporting Changes  
Abra HR has been updated to collect and report on job categories and employee ethnicity as  
needed to support the 2007 EEOC category changes. Abra HR provides the code table and report  
changes necessary to support the new EEO-1 categories on which employers must report effective  
September 30, 2007. Category changes include the following:  
Addition of a new category titled “Two or more races, not Hispanic or Latino”.  
Separate categories for “Asians, not Hispanic or Latino” and “Native Hawaiian or Other  
Pacific Islander, Not Hispanic or Latino”.  
Rename the category “Black” as “Black or African American”.  
Rename the category “Hispanic” as “Hispanic or Latino”.  
Divide the job category of “Officials and Managers” into two subcategories of  
“Executive/Senior Level officials and Managers” and “First/Mid-Level Officials and  
Managers”.  
Abra Payroll Updates  
In compliance with California Labor code 226, Abra Payroll now has the ability to display the pay  
rate on paychecks or advices with the rate of pay times the pay factor e.g. 1.5, 2, etc.  
Now you can manage gross wages, by state, for multiple states. Calculate gross earnings by state  
for instances in which employees work in multiple states in a given year.  
Additionally, Abra Payroll now supports the ability to void a check on a user-defined date during an  
open quarter.  
Abra Attendance - Track FMLA Absences on 12-month Rolling Basis  
Abra Attendance now has the ability to track FMLA absences on a 12-month rolling basis. Abra  
Attendance supports the ability to track the number of workweeks of unpaid leave under the FMLA  
during any 12-month period of time. Abra Attendance calculates FMLA leave using a 12-month  
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rolling period in addition to calculating for Fiscal, Annual and Anniversary plan types which accrue  
forward.  
The FMLA 12-month rolling period determines an employee’s balance of FMLA leave by  
measuring backward 12 months from the date an employee takes FMLA leave. As the calendar  
moves forward, the 12-month period moves forward day by day, hence the term “rolling”.  
Abra OrgPlus  
Automatic Email Distribution  
Define email distribution groups and Abra OrgPlus will automatically send your up-to-date  
organization charts to a designated list of recipients on a scheduled basis or at the push of a  
button. Define different distribution lists per organization chart file and keep everyone up to date on  
the latest organization structure additions, changes and open positions.  
Insert Comments  
Annotate your organization charts with comments. Just like in Microsoft Word, use the Abra  
OrgPlus “Insert comment” command and add notes that relate to a box, branch or your entire  
chart. Share your charts with comments freely using OrgPlus Reader.  
Enhanced HTML Publishing  
Abra OrgPlus HTML publishing has been significantly improved. Now with more sophisticated  
toolbars and panels, sharing your organization charts on the web is easier than ever. HTML  
publishing now includes a search function and better than ever printing quality. And, for chart  
sharing and editing, you can now download an .opx (OrgPlus) file directly from an HTML page.  
Enhanced Chart Printing  
Abra OrgPlus chart printing is better than ever! You now have more control over how master page  
elements are scaled when printing charts. Make logos and titles the perfect size no matter how  
much your chart is scaled up or down to fit on a page.  
Tree Panel Reorganization  
Using the new tree panel controls in Abra OrgPlus is the fastest and easiest way to change your  
organizational structure or edit chart data. Quickly add, delete and edit records without navigating  
a cumbersome organization chart. Promote and demote records with ease. The combination of a  
holistic view of your organization and simple drag-and-drop controls in the tree view make OrgPlus  
ideal for cross departmental reorganization or any sort of mass change, including mergers or  
acquisitions.  
Template and Sample Chart Business Package  
In addition to many great looking sample charts and templates included in previous versions, Abra  
OrgPlus is now loaded with ready-to-use charts including key business and HR metrics. Use any  
one of the many useful management reports included in OrgPlus to turn your HR data into  
workforce intelligence. Sample charts include: financial summary, headcount report by  
department, succession plan, gender ratio, span of control and many more.  
More Powerful Profile Views  
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Abra OrgPlus profile views support field editing and chart navigation – use the profile views to  
easily change positions in the chart and update the chart information. Conditional formatting in  
profile views allow you to dynamically format your data to bring attention to certain employee  
information. For example, automatically highlight information in the employee’s to identify top  
performers. Combine multiple profile views into a single, composite profile view and define rules to  
hide and show individual profile views based on the selected box (Manager, Director or Individual  
Contributor) for a more complete view of your organizational data.  
Merge Charts  
Abra OrgPlus has long been the preferred tool for planning a company reorganization. In OrgPlus,  
we have made this process even easier. With the new merge charts feature, OrgPlus will  
automatically merge together two organizational plans into a single chart marking the records that  
have been changed and the author responsible for making the change. With OrgPlus, company  
reorganizations that normally took days can be done in just minutes.  
Improved Duplicate Reporting Management  
Having the ability to visualize multiple reporting relationships is critically important when looking at  
your true organizational structure. Abra OrgPlus will automatically detect alternate managers and  
include them as a list in the box of an employee with multiple managers. Also, navigate directly to  
a specific occurrence of an employee that appears multiple times in a chart.  
Sage FAS 500 v2008.1  
The award winning Sage FAS 500 fixed asset management solution for 2008 includes a robust set  
of new features and enhancements including additional tax guidance, government compliance and  
platform updates.  
Tax Law Updates: Sage FAS 500 now supports the following tax law updates to conform to  
government requirements.  
Updated Tax Forms: IRS Form 4562 – Depreciation and Amortization for 2007.  
Updated Tax Limits: Complies with the scheduled increase in the Section 179 limits and  
luxury auto limits.  
Extension for Section 179D Property  
New Section 179E Deduction for Advanced Mine Safety Equipment  
Extension of 168(k) Allowance for GO Zone Property  
New 168(k) Allowance for Cellulosic Biomass Ethanol Plant Property  
Two New Property Tax Reports to assist in filing property tax returns.  
Update to Audit Advisor to improve validation for assets with less than 100% business use.  
New Windows NT Authentication support in Sage FAS 2008 provides a synchronized  
approach to configuring user accounts and permissions while establishing a more robust  
security infrastructure. Sage FAS users will benefit from a single login through their suite of  
Sage solutions including Sage MAS 500.  
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Windows Vista compatibility including installation and UAC support.  
Sage Timesheet v9.61  
Sage Timesheet v9.61 for remote Time and Expense entry and project management provides an  
integrated MAS 500 solution for professional service organizations that need to track and bill  
projects based on a fixed or time and material basis. A new 9.7 version of Sage Timesheet is  
currently in beta and is tracking towards a March release timeframe. Additional details will be made  
available at a later date.  
Third Party Considerations  
Crystal Reports v10.0  
Crystal Reports provides access to your data and allows you to format it, and deliver it as  
information inside and outside your organization. There will be no changes to Crystal Reports with  
this release.  
Microsoft FRx v6.7 SP 10  
FRx is a financial reporting application that gives midsize organizations and corporate businesses  
control of their entire financial reporting process across one or more legal entities. FRx version 6.7  
service pack 10 will be included with the 7.2 release.  
StarShip Parcel v9.9  
StarShip Parcel integrates tightly with Sage MAS 500 and makes the entire shipment management  
process more fluid. Plus, when combined with the pick, pack, and ship feature built into the Sales  
Order module, StarShip Parcel helps your company become a more competitive distributor and  
even offers features that can potentially reduce your shipping and shipping-related expenses.  
Please refer to Starship Freight section above for additional details.  
Technology Features  
Data Migration  
Data Migrator version 7.2 will continue to support Sage MAS 90 and 200 v4.05 migrations along  
with previously supported releases including v3.71.  
Microsoft Vista UAC Support  
Sage MAS 500 has a long standing commitment to leveraging the latest Microsoft platform  
requirements. With the introduction of Microsoft Vista, a new security standard was established to  
provide administrators additional security controls they require from their network of computers  
throughout and organization. The new UAC standards in particular placed a greater burden on  
software manufacturers to conform to this stricter security standard. The 7.2 release provides full  
support for the UAC including the key areas of client installation, Windows NT Integrated security,  
registry usage and proper local disk access.  
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Platform Support Overview  
The following are general platform support guidelines for this release. Please refer to the Current  
Compatibility and Resource Guide on Sage Software Online for detailed compatibility  
requirements.  
Microsoft SQL Server 2000 and 2005: Full SQL Server 2000 (version 8.0) and 2005  
(version 9.0) support for Sage MAS 500 databases. SQL Server 2005 includes key  
enhancements to enterprise data management in the following areas: manageability,  
availability, scalability, and security. For complete details about the updates and changes  
available in SQL Server 2005 please visit  
Accounting Server OS: Microsoft Windows 2000 Server and Windows 2003 Server  
Microsoft Visual Studio 2005: Sage MAS 500 utilizes the new .NET Framework 2.0  
development toolset. Application benefits include increased performance and throughput in  
the Desktop, Business Insights Explorer, and Business Insights Analyzer areas.  
Thin-Client Configurations: Terminal Services on Microsoft Windows 2000 Server.  
Windows 2003 Server, and Citrix Metaframe  
Accounting Client OS: Microsoft Windows 2000 Professional, Windows XP, and Windows  
Vista  
Web Server OS: Microsoft Windows 2000 Server and Windows 2003 Server and IIS 6.0  
Browser: Microsoft Internet Explorer 6.0 and 7.0 on a Windows 32-bit platform  
Microsoft Office: Office XP, Office 2003 and Office 2007 including Microsoft Project 2002,  
Project 2003 and Project 2007  
Minimum System Requirements  
Server for Standard or Advanced Editions  
Dual Intel Pentium III, 450 MHz or better, 512 MB RAM, 1 GB free disk space  
Server for Small Business Edition  
Single Intel Pentium III, 450 MHz or better, 512 MB RAM, 1 GB free disk space  
Client  
Pentium III processor with 512 MB RAM  
Retirements  
eExecutive  
With the introduction of Business Insights Dashboard to the 7.2 release, eExecutive will be retired  
and automatically removed during the upgrade installation procedure. All existing and new  
customers will receive Business Insights Dashboard at no additional charge.  
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56 Technology Drive  
Irvine, CA 92618-2301  
800-854-3415  
The information contained in this document represents the current view of Sage Software, Inc. on the issues discussed as of the date this document was  
prepared. Sage Software cannot guarantee the accuracy of any information presented after the date of publication. The capabilities, system requirements  
and/or compatibility with third-party products described herein are subject to change without notice. Contact Sage Software for the most current information.  
Always consult a network specialist to discuss the security risks involved before implementing any Internet solution. Sage Software is not responsible for the  
content or maintenance of third-party Web sites referred to herein. This document is for informational purposes only and may not be distributed to third parties.  
SAGE SOFTWARE MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, IN THIS DOCUMENT.  
© 2007 Sage Software, Inc. All rights reserved. Reproduction in whole or in part without permission is prohibited. Sage Software and the Sage Software product  
and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliated entities. All other trademarks are the  
property of their respective owners.  
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