Sage 500 ERP

B E N E F I T S

• Quicklyandeasilycustomizescreenswithoutmodifyingsourcecode

• Easilygettheinformationyouneedexactlythewayyouwantitbycustomizingfinancialandoperationalreports

• Personalizebusinessintelligenceandkeyperformanceindicatorstoquicklygetinformationthatismostvaluabletoyourbusiness

• ExtendyourERPsolutionbyintegratingdatafromcustomapplicationsandthird-partysystems

• Rapidlydevelopcustomadd-onswiththelookandfeelofSage500ERP

Customization Tools Yourbusinessisunique.Sage500ERP(formerlySageERPMAS500)allowsyoutocustomizeitsentiresystemtomatchyourspecificneeds.Powerfulandflexiblecustomizationtoolsallowyoutoeasilymodifyscreens,businessintelligence,andreports.

ThecustomizationtoolsalsoprovideafoundationforintegratingSage500ERPwithotherapplications,andfordevelopingMicrosoft®-basedbusinessapplicationsfortheSQLServer®environmentthatarecompatiblewithSage500ERP.WithSourceCode,youcantailortheentireSage500ERPsystemtoyouruniquebusinessneeds.

Unlikeothersystemsthatforceyoutochangeyourprocessingtomatchthesystem,Sage500ERPgivesyoutheflexibilitytorunyourbusinessthewayyouwantto.Customizationscanimproveefficiencyandboostproductivitywhilemaintainingdataintegrity.

Powerfulandflexiblecustomizationtoolsallow

youtoeasilymodifyscreens,businessintelligence,

reports,integrations,andsystemprocessing.

Custom Screens

Customizer TheCustomizermoduleletsyoumodifythescreensusedwithanySage500ERPbusinessapplication—withoutmodifyingtheSourceCode.Unliketypicalcustomizationtools,allchangesarestoredindependently,enablingchangestobereappliedautomaticallytoupdatedversionsofyourapplications.Customizationscanbeappliedtoselectedusersorgroups.

CustomizerintegratestightlywithSage500ERP,andthird-partyapplicationswrittenusingSoftwareDevelopmentKit,addingahotkey,whichisavailableonallscreens.TheCustomizermoduleprovidestheuserinterfaceplusthelookandfeelofSage500ERPapplications.Youcanchangethepropertiesofexistingcontrolsandhidecontrolsthatarenotneededonaform.Furthermore,youcanaddproceduralcodetotheformusingMicrosoftVBScriptorJScriptsoftware,enablingbusinesslogic.Customizerincludesscriptinglanguagesfordefiningcustomprocessesandaddingfunctionality(forexample,attachingascripttoabuttononaformoraneventprocedurebehindacontrol).

Custom Business Intelligence

Business Insights DashboardBusyexecutiveshaveareal-timeoverviewofvitalbusinessoperationsandkeyperformanceindicatorswiththiscustomizableweb-baseddashboard.Dashboardscanbepersonalizedforeachuser,withsecurityenabledtocontroltheinformationthateachusercanview.Newcustomdataviews(WebParts)canalsobecreatedinVisualStudio.NET,allowingyoutotrackalmostanybusinessscenarioimaginable.

Business Insights ExplorerBusinessInsightsExplorerbringsadhocinquiry,drill-down,anddrill-aroundanalysisuptoawholenewlevel.Powerfulsorting,grouping,andfilteringcapabilitiesletyoueasilydefinethedatayouwanttoseeandthewayyouwantitpresented,andsavethosecustom

preferencesforfutureuse.

Business Insights AnalyzerBusinessInsightsAnalyzerisanintuitive,easy-to-useanalyticstoolincludedwithSage500ERP.Informationisprovidedinalogicalgridformatandcanbecustomizedwithpowerfulfiltering,grouping,andsortingcapabilitiesthatletyouorganizethedatatocompletethetaskathand.Columnscanbeadded,removed,orrearranged,anddatacanbeviewedingrids,pivottables,orcharts.Multiplecustom

configurationscanbecreatedandsavedforfutureuse.

Custom Reporting

SAP® Crystal Reports for Sage 500 ERPCustomreportsarejustminutesawaywithSAPCrystalReportsforSage500ERP,empoweringyoutocustomizeeachreportwithspecificoptionchoices,sortpreference,andselectioncriteria.Customizedreportscanbesavedandrunanytime.

Sage 500 ERP Business IntelligenceSavetimeandgetmoreaccuratereportsbyeliminatingredundantdataentryeffortsthroughdirectintegrationwithSage500ERP.Bypullinginformationalreadyinyoursystem,BusinessIntelligenceautomaticallyknowsyourfiscalperiods,chartofaccounts,detailtransactions,andvarioustypesofbalances.Asetofbasicreporttemplatesisprovidedwithyoursystem,whichyoucanpersonalizetoworkthewayyoudo,soyoucanfocusoninterpretinginformationtomakefaster,betterbusinessdecisions.EasilycreatenewreportsbymodifyingthebasicsetoftemplatesordesigntotallynewreportsutilizingtheReportDesignertool.Templatesinclude:FinancialAnalysisReports,DashboardAnalysis,GeneralLedgerTransactionDetails,InventoryMaster,PurchaseMaster,

andSalesMaster.

TheSage500ERPSchemaBrowserprovidesdetailed

databaseschemainformationneededtocustomize

reports,includingentityrelationshipdiagrams,and

completedocumentation.

Sage 500 ERP I Customization Tools

Sage 500 ERP I Customization Tools

Custom Integration

Data Import ManagerQuicklyandeasilyimportselecteddatafromexternalapplicationssuchasthird-partypayrollsystems,billingservices,in-housedatabases,andmuchmore.Builtwith.NETandSQLServerSSIStechnology,thisrobustdatabasemappingtoolincludesasimplegraphicalinterfacethatletsyoumapdatafieldsandimportdatadirectlyfromawidevarietyofsourcedatabases.

Youhavethepowertocustomizehowandwhendataimportjobsrun.Settheimporttorunautomaticallyeveryday,everyhour,oreveryminute—andyoucanevenchainimportstogether.ByleveragingthepowerofdatabasescriptingandSQLServerSSIS,youcaneveninstructtheprogramtorunascriptfileautomaticallybeforetheimport,afteranerroroccurs,oruponsuccessfulcompletionofanimport.

SQL Server APIsTheSage500ERPSQLServerfoundationishighlytunedtoleveragethepowerofMicrosoftSQLServerthroughembeddedStoredProcedureApplicationProgramInterfaces(APIs).

Theseserver-basedAPIsallowdevelopersandthird-partyapplicationstoprogrammaticallysendandretrievetransactiondatadirectlythroughSage500ERPinareal-timemanner,withoutcompromisingthedataintegritywithinthesystem.

DeveloperswholeveragetheSQLServerAPIscanretrievedynamicallygeneratedinformation,suchascustomerpricingandmulticurrencyrates,inadditiontopushingtransactiondatasuchasinvoicesandpayments;thisisdonewithoutreengineeringthecomplexdatavalidationsthataremaintainedwithintheSage500ERPsystem.Sage500ERPSQLServerAPIsultimatelyprovidedeveloperswithanarchitecturethatenablestheseamlesssystemintegrationyourbusinessrequires.

Custom Development

Software Development Kit (SDK)*

YoucanusetheSoftwareDevelopmentKittoaddfunctionalitytostandardSage500ERPapplications,orasthebasisforanyVisualBasicorSQLbusinessapplicationdevelopmentproject.ItiscomprisedofActiveXsoftwarecontrols,tools,applicationwizards,andutilities.TheSDKmoduleisthesameframeworkthathasbeenusedtodevelopSage500ERP,andiscommonlyusedtocreatenewreports,buildnewdataentryscreens,anddevelopcustomapplications.

AvailableforVisualBasic,theSDKmoduleoffersanextensiverangeofwizards,tools,andutilitiestodramaticallyreducetimetomarketforenterprisebusinessapplications.Decisionsthatanydevelopmentteamfacesinclude:applicationlookandfeel,securitymodel,theimplementationofareportinginterfacethatallowstheusertoenterparametersforeachreport,error-handlingprocedures,extractingdatafromthedatabaseandpopulatingaform,handlingamovefromonerecordtoanother,andimplementingconcurrencymanagement.SDKdeliverssolutionsforalloftheseissues,leavingthedevelopmentteamfreetofocusondatabasedesignandapplicationissuesratherthan“housekeeping”andinfrastructureconcerns.

Apowerfulmappingwizardprovidesdetailedknowledge

oftheSage500ERPdatabase,soyoucaneasilyand

accuratelyconfigurecustomdatabaseimports.

*only available with Advanced edition

• Business Desktop and System ManagerBusinessDesktopisthegatewaytoanySage500ERP-basedapplication.BusinessDesktoptoolsprovidesystemmaintenancefunctionssuchasuserandgroupmaintenance,setupofuserpreferences,andmore.ThesefunctionsarestandardacrossmosttypesofbusinessapplicationsandareprovidedaspartofthedevelopmenteditionofSDK.

• OfficeTheOfficemoduleisanobjectthatgivesformdesignersasimple,unifiedinterfacetotheMicrosoftOfficesuiteofapplications.Whiletheadditionoftheobjecttoanytaskissimple,thebenefittoyoucanbesubstantial.SDKdeveloperscanprovidethisintegrationfeaturetotheirapplicationsandadd-ons.

• ActiveX ControlsSage50ERPSDKprovidesarangeofActiveXcontrolstohandledataentryforanenterpriseapplication.Toolsallowthemanagementofthedataonaform,validationofdataentered,toolbarmanagement,contextmenumanagement,andnavigationcontrols.

• Reporting EngineSage500ERPusesSAPCrystalReportsforSage500ERPsoftwareforaccesstoyourdataandgenerationofmanagementandfinancialreports.Sage500ERPalsoprovidesotherreportingmanagementfunctionality.Youcanenternewreportparametersatruntimeforincreasedreportingflexibility.

• Software Development Kit UtilitiesSDKincludesavarietyofutilities,includingApplicationWizard.Thistoolautomaticallybuildsaprojectbasedonatable,ortables,thatconformtoSage500ERPstandards,whichcandramaticallyshortenprojectdevelopmenttime.

Source Code SourceCodeletsyouextensivelycustomizeyourapplicationcodebasebyprovidingthecompleteVisualBasicsourcecodeforyourSage500ERPapplications.SourceCodeforanySage500ERPmoduleisavailablewithfulldocumentationandspecifications.Althoughnotnecessaryformostcustomizationprojects,SourceCodeisvitalwhenyourequireextensivecustomization,orasastartingpointforasignificantadd-onapplication.Detailedspecificationshelpdevelopersavoidreverseengineering,allowingthemtodeliverasolutionsooner.

6561 Irvine Center Drive I Irvine, California 92618 I 866-530-7243 I www.Sage500ERP.com

©2012SageSoftware, Inc.All rights reserved.Sage, theSage logos,and theSageproductandservicenamesmentionedhereinare registered trademarksortrademarksofSageSoftware,Inc.,oritsaffiliatedentities.SAP®CrystalReportsandSAP®CrystalDashboardDesignarethetrademarksorregisteredtrademarksofSAPAGinGermanyandinseveralothercountries.Allothertrademarksarethepropertyoftheirrespectiveowners.500_CST_DS05/12

About SageSageisaleadingglobalsupplierofbusinessmanagementsoftwareandservicesforsmallandmidsizedbusinesses.TheSageGroupplc,formedin1981,wasfloatedontheLondonStockExchangein1989andnowemploysmorethan12,600peopleandsupportsmorethan6millioncustomersworldwide.FormoreinformationaboutSageinNorthAmerica,pleasevisitthecompanywebsiteatwww.SageNorthAmerica.com.FollowSageNorthAmericaonFacebook,http://www.facebook.com/SageNorthAmerica,andTwitter,http://twitter.com/#!/sagenamerica.

Sage 500 ERP I Customization Tools

ApplicationWizardisjustoneoftheSoftware

DevelopmentKitutilitiesincludedwithSage500ERP.

ApplicationWizardautomaticallybuildsaproject

basedononeofseveralsuppliedtemplatesandcan

dramaticallyreduceprojectdevelopmenttime.