Join the Sage Accpac ERP v5.6
Controlled Release Program!

What is the Controlled Release Program?

Sage Accpac version 5.6 is well on its way towards General Availability. We have completed Alpha and Beta testing cycles. Controlled Release is the next step in our endeavor to continue the successful tradition of launching a high quality release on time. Controlled Release software is ready for "real world" environments as it has gone through the rigors of internal and external testing. The ideal candidates for Controlled Release are customers that can leverage the new features and will be excited to put them to work in their business.

Participating in the Controlled Release program gives you the opportunity to get up to speed on the new release, and assist your customers who will benefit from early adoption of the new features and enhancements. It will also give you the chance to provide feedback directly to Sage, building strong relationships and sharing your expertise. You will also gain comprehensive insight into how to introduce new functionality to your customers and prospects resulting in higher upgrade and new revenue sales. Do you have a customer that is looking for improved reporting, serial/lot tracking, or a faster bank reconciliation process?

Program Details, Benefits, and Requirements

Benefits

Be the first in your industry to upgrade to the new Sage Accpac ERP 5.6 program. Participating in the Controlled Release program provides you with early access to the newest Sage Accpac product. We have validated the effectiveness of this product through rigorous rounds of testing internally and externally. Sage is committed to ensuring that the Participants in the Controlled Release program have a smooth, and as seamless as possible, experience converting to the new Sage Accpac ERP 5.6 version.

* Only North American participants are eligible to the incentives.

** Must sign up for AnyTime Learning courses within 3 months of their availability

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Enhancements

Bank Services

• More straightforward and automated Reconciliation
• Reconcile accounts faster than ever and get through month-end in record time
• Fast and accurate view of cash position
• Better insight into Cash Flow through improved reporting
• Single page for deposits and withdrawals
• Popup to show how book balance is calculated
• Multiple lines for a Bank Entry Distribution Codes and Distribution Sets & Reverse Bank Entries with improved Reversal Process
• New bank security resources for separation of duties

Serialized Inventory/Lot Tracking

• Save money with newly-integrated and improved Serialized Inventory & Lot Tracking, now built into IC, OE, PO, and more
  • Licensed separately (but no data activation)
• Gain tighter control of stock levels
• Improved traceability
• Efficiently manage product recalls and chargebacks
• Enables Fast and Accurate Serial/Lot Tracking, eliminating costly mistakes and allowing you to get your work done faster!
• Better performance
• Serial/Lot costing methods
• Mask structure per item rather than per system. Single segment is variable (unrestricted)
• Allow quantity to be different at the item level rather than the system level
• Auto-allocation of serials and lots

Inventory Control in SN/LT

• More Optional Fields selection for Serial/Lots. No longer restricted by four optional amount, four optional date, and six optional text fields
• Lot Release Functionality

Accounts Receivable

• Option to sort by Original Document Number in Receipt Entry (useful when paying retainage invoices)
• Navigate and find information in record time with embed AR Uni-Inquiry
• "Sort by" option when printing AR/AP cheques

Accounts Payable

• Option to sort by Original Document Number in Payment Entry (useful when paying retainage invoices)
• "Sort by" option when printing AR/AP cheques
• Apply AP prepayments to specific PO

Project & Job Costing

• Take Control of Project Billings and Revenue Recognition utilizing More Detailed Information
• Print Revenue Recognition Worksheet
• Print Billings Worksheet
• Print Revenue Recognition Worksheet
• Inventory Control compatibility with Serial/Lot Tracking
• Project search on Contract Maintenance

Payroll Employee Level Security

New Integration features with SageCRM

• Solo Integration: Users are now able to view Accpac companies and synchronize non-Accpac data on the Solo client.
• Relationships: Customer National Account relationships are maintained between CRM and Accpac.
• Salesperson Integration: We have provided the ability to set the Salesperson Codes on companies which are promoted to Accpac.
• Customer/Vendor Number Changer Support: SageCRM integration has provided support to the number changer products to change the customer/vendor number in CRM.
• Customer/Vendor Comments: Customer/Vendor comments can be displayed from the Customer/Vendor Statistics tab, or directly from the A/R or A/P Inquiry tab.
• All Shipments: A new menu choice has been added to the O/E Inquiry menu that provides the ability to display all shipments.
• All Receipts: A new menu choice has been added to the P/O Inquiry menu that provides the ability to display all receipts.
• Tax Information: Where total tax amounts are displayed the amounts are hyperlinked and when clicked display the breakdown of the tax by tax authority.
• Customer Price List: New menu choice has been added to the O/E Inquiry menu to display the customer price list information.
• Vendor Contract Costs: A new menu choice has been added to the P/O Inquiry menu to display vendor cost information.
• Serial/Lot Number Integration: Serial/Lot number integration has been added to O/E and P/O inquiry.

New Module - Sage Accpac Intelligence

• Easily create new reports that allow you to quickly analyze sales, inventory, purchases, and GL trends, and even drill down into detailed transactions
• In-depth financial, operations and strategic planning intelligence so that you are always in-the-know
• Familiar Excel format and functionality to analyze information
• Support business strategy and decision making through advanced analysis of trends and what-if scenarios
• Create OLAP cubes that enable multi-dimensional analysis of financial, sales, and inventory data

New Reports - Better Insight into Your Business

• Bank: Deposit Register, Bank Entries Posting Journal, & Transaction History Inquiry
• GL: Trial Balance & Transaction Listing
• PJC: Print revenue recognition worksheet, Print billings worksheet, & Serials and Lots Report

Report Improvements

• Purchase History report: Ability to select transactions printed on the report by year/period as well as by document date
• Purchase Order Action report: Ability to print by document date, and create a new report to sort by item numbers.
• User selection passed down from the inquiry to the report:
  • Purchase History Inquiry/Report
  • Sales History Inquiry/Report
  • Transaction History Inquiry/Report
  • Sales Statistics Inquiry/Report
  • Transaction Statistics Inquiry/Report
• Improved Sales History report
• Sales Commission report: Add ability to group by customer and create a new report to print commission totals
• Invoice Action report: Replace "Order Type" drop down list with multiple check boxes such that multiple selections can be made
• User selection should be passed down from the inquiry to the report: Sales History Inquiry/Report
• Item Valuation report: Improved performance.
• AP: Aged Cash Requirements, Overdue Payables, & Aged Payables
• AR: AR Statements & Aged Trial Balance

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Partner Requirements

All Sage Accpac Partners are eligible to apply. Each partner must commit to bringing one customer into the controlled release program. Space is limited. Sage will review all applications and determine which partners and customers will be accepted into the program. We need participants from a variety of industries to take the software through real-world testing with unique and larger data structures. All associated partner fees must be negotiated with your customer.

Requirements for participation include:

1. Complete and return the controlled release application
2. If accepted, sign and return the non-disclosure agreement, attend the controlled release kick-off webcast, attend Anytime Learning Training prior to the controlled release start date
3. Advise Sage controlled release contact, Raji Dhillon at beta.accpac@sage.com of the scheduled installation date, and when the installation has been completed
4. Complete installation at the customer's site by October 13, 2009
5. Customer site is running live on controlled release build by October 13, 2009
6. Open controlled release customer support cases by phone when issues occur, and provide as much detail as possible in the case (i.e., specific steps to duplicate)
7. Support your customer in setup and issues that arise during the controlled release program, with assistance from Sage's Support team

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Key Milestones & Dates

 

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Customer Profile

We are looking for customers with a variety of system scenarios to participate in this program. Ideal candidates will meet one or more of the following system test requirements:

• Currently on a valid Software Assurance plan
• Work heavily in the areas that been modified in the Sage Accpac ERP 5.6 Release
• Willing to submit a copy of their data so that Sage can perform a test conversion ahead of time, to minimize risk when the Partner performs the live upgrade of the data. The converted data is to be used for the sole purpose of testing by Sage, not as a replacement for the live conversion.

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Sage Commitments

Sage values your support in our controlled release program. Our goal is to provide you with a positive controlled release experience. We commit to the following to make this controlled release program a success:

Note: We need to know all Sage Accpac Developer Partner Products, 3rd party add-ons and customizations to determine eligibility. If a customer has other Sage North America Integrated Solutions or extensive customizations they are NOT immediately disqualified from the program.

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Controlled Release Application

The Sage Accpac ERP Controlled Release program is currently not accepting applications. Thank you for your interest.