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Learn all about the new Sage ERP MAS Inteligence module that will replace FRx beginning with MAS 90/200 version 4.40.

What is Sage ERP MAS Intelligence?

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The primary objective of any Accounting system is the generation of financial statements. One of the very powerful features in MAS 90/200 is the ability to create highly customized financial statements. In addition to the powerful standard custom financial statements features built into the product, Sage Software has utilized Microsoft FRx in MAS 90 and MAS 200 as a graphical custom financial statement report writer. This is the same third party financial statement report writer used in many other competitive ERP solutions.

Through the years Microsoft FRx has provided a powerful tool to create highly customized financial statements using graphical fonts and features. Unfortunately, Microsoft announced a decision against further enhancement or development of their FRx reporting software beyond version 6.7, SP10. Microsoft agreed to continue supporting the current version of FRx through December 2011, thereby enabling Sage adequate opportunity to evaluate suitable alternatives. Microsoft's decision affects not only Sage, but also other competitive ERP solution providers.

In response to the termination of Microsoft FRx, Sage has remained committed to supporting the integrity of customer's Sage MAS 90 and Sage MAS 200 ERP business software solutions. They have actively pursued the process of determining what option(s) will provide the most effective solution for MAS 90 and MAS 200 customer's financial report-writing needs. The primary objectives of this search were to minimize disruption to customers and to provide them with a solution with similar or better features and capabilities than those offered by FRx. As a result of their evaluation process, Sage has announced the inclusion of a new module for custom report writing beginning with MAS 90/200 version 4.40. This new module is called Sage ERP MAS Intelligence.

Sage ERP MAS Intelligence (or Intelligence) will enable you to quickly and easily obtain operations and strategic planning information from your Sage ERP MAS system. Intelligence enhances your MAS system reporting capabilities by adding custom reporting on Inventory Status, Customer Sales and Vendor Purchases as well as custom financial statement creation. Based on the familiar Microsoft Excel application, Intelligence effortlessly creates reports and analyzes data that is vital to growth and profitability. With Sage ERP MAS Intelligence you can spend more time focusing on information analysis and interpretation and less time pulling the data together.

How is Sage ERP MAS Intelligence licensed?

Sage customers with a current software support plan will receive a single-user Sage ERP MAS Intelligence Report Manager license for MAS 90/200 version 4.40 at no charge as a support plan benefit. This single-user license will allow a user to do the following:

  • Author new reports (organizing, creating, editing), as well as filter and clone the standard report templates for management (financial reports, dashboards, financial trend analysis) as well as general ledger sales, purchases, and inventory transactional reports.
  • Set permissions/security on all reports.
  • Connection to one ERP company database at a time (if running two or more companies, user can redirect to relevant company connection)
 

The no charge single user MAS Intelligence Report Manager license provides basic functionality. Additional license options are available for the following additional capabilities:

  • Optional Import/Export functionality requires the purchase of an additional Report Manager license, the Designer Module, or Connector Module
  • Optional Report Scheduling requires the purchase of an additional Report Manager Licence, the Designer Module, or Connector Module
  • Connections to other types of databases or more than one Sage ERP MAS company database at a time requires the purchase of a Connector Module
 

Additional license information is available upon request or you can review the Sage ERP MAS Intelligence FAQ document for details.

What standard reports are delivered with Intelligence?

Sage ERP MAS Intelligence ships with ten predefined report templates to get you up and running immediately. All standard report templates can be copied and/or modified according to your unique business needs. Report templates are available in the following categories:

  1. Dashboard Analysis
  2. Financial Report and Consolidated Financial Report
  3. Financial Report Designer and Consolidated Financial Reports Designer
  4. Financial Trend Analysis
  5. General Ledger Transaction Details
  6. Inventory Status
  7. Vendor Purchases
  8. Customer Sales

 

Dashboard Analysis

The Dashboard Analysis report template contains a one-page summary of key business information. The report features “Top N” Reporting on customers, items, and expenses, and contains both text and graphics to help with daily and long-term planning. In addition, comparative Profit and Loss figures are displayed for both the current month- and year-to-date figures from the start of the current financial year.

Financial Report and Consolidated Financial Report

Powerful Financial Report and Consolidated Financial Report templates are available out of the box. These reports generate comparative balance sheets and/or income statements for any specified financial year, period, quarter, and budget. The Income Statement and Balance Sheet layouts are automatically generated, grouped, and subtotaled by Sage ERP MAS account group. These reports are readily customizable within Microsoft Excel. It is possible to drill down to the GL Transaction details for any of these accounts. The Consolidated Financial Report supports multicompany consolidation.

Financial Report Designer and Consolidated Financial Reports Designer

These report templates require the Report Designer license. It provides a number of predefined layouts for generation of income statements and balance sheets. The wizard-style interface makes it very simple to define new customized layouts with multilevel groupings. It also allows column and page level groupings by any field such as Segments, Companies, or Regions. The Consolidated Financial Report Designer supports multicompany consolidation.

Financial Trend Analysis

This report template allows the comparative trending of account balances across two years’ worth of financial data. It is most useful for finding trends within your financials. The drill-down facility within the reports allows for intuitive analysis of trends by drilling down to the source transactions for balances.

General Ledger Transaction Details

This fully customizable report template displays the account transaction details and relevant date, reference, description, and amount totals. It is possible to transform this report into a monthly trial balance by simply manipulating the PivotTable® within Microsoft Excel. Additional elements can be added to the PivotTable for further analysis.

Inventory Status

This report template displays item and quantity information over any given date range, as well as relevant item location details. The report can easily be filtered by item number and location, or additional elements can be added to the PivotTable for further analysis.

Vendor Purchases

This report template lists relevant purchase cost information by vendor and item number for any given date range. The report can be filtered by vendor, or item. It is possible to add additional elements to the PivotTable for further manipulation and analysis.

Customer Sales

This report template highlights pertinent sales information including item sales, costs, and gross profits by customer and item. Similar to the previous reports, additional elements can be added to the PivotTable for further manipulation and analysis.

What database types does Intelligence support?

Intelligence ships with standard reports for MS-SQL and ProvideX databases for Sage ERP MAS 90 and 200 v4.4, Sage ERP MAS 90 and 200 Extended Enterprise Suite 1.4, and ships with standard reports for MS-SQL for Sage ERP MAS 500 v7.3. The Connector module allows reports to be created off any ODBC-compliant database for an unlimited number of companies/databases.

What are the system requirements for Intelligence?

Since Intelligence utilizes Excel, Sage ERP MAS customers will need to have Excel 2003 or Excel 2007. In order to run the Report Designer, customers will need Excel 2007. Following are additional system requirements:

  • Operating System: Windows 2000, Windows XP, Windows Vista, Windows 7, Windows Server 2003, Windows 2008 Server, Windows Terminal Server
  • Hardware: CPU 200 MHZ
  • Memory: 32MB RAM
  • Hard Drive Space: 200MB

 

Which financial report templates should I use to set up my company financial reports?

There are two available report templates:

  • Financial Reports
  • Financial Reports Designer

 

Financial Reports

This report template displays balances per General Ledger Account number per financial period for the current financial year, previous financial year, and current budget year (budget set 1). Income Statement and Balance Sheet layouts are automatically generated, grouped, and subtotaled by mapped financial categories. All layouts can be fully customized using native Excel. Includes drill down to detailed ledger transactions.

Financial Reports Designer

This report template displays balances per General Ledger Account number per financial period for the current financial year, previous financial year, and current budget year (budget set 1). Income Statement and Balance Sheet layouts are automatically generated, grouped, and subtotaled by mapped financial categories. All layouts can be fully customized using native Excel as well as through the Report Designer Wizard. This report also provides addition options over and above the other Financial Reports where multilevel column, row, and page level groupings can be performed. The Designer includes a predefined drill-down report to drill dynamically to detailed ledger transactions.

This report forces you to map your Sage ERP MAS account groups to predefined Sage ERP MAS Intelligence reporting groups in order to create complete income statement and balance sheet layouts with relevant calculations (that is, net profit, gross profit, and more).

Note: You will need to create and link your Excel workbook to your report in order to keep mapping and formatting changes.

Use the Financial Reports Designer when you require more powerful and flexible financial packs and more advance comparatives. This feature requires the Connector Module.

Can I do multicompany consolidations (financial and nonfinancial)?

Intelligence enables financial and nonfinancial consolidations from an unlimited number of companies. To perform multicompany consolidations, the Connector module is required.

Two “Consolidated Financial” reports are available. The Consolidated Financials Report and Consolidated Financials Report Designer Financials need to have the relevant Sage ERP MAS companies entered into the “Database Consolidation List” to support the required consolidation.

Alternatively, more flexible consolidation options across nonfinancial modules can be achieved using the PICKLIST functionality within the Connector module.

Can I create reports off all data source/database types?

Intelligence comes with standard report templates for both MS-SQL and ProvideX database types. Apart from this, standard reports can be created off any ODBC-compliant data source, offering total flexibility.

What other features does Intelligence provide?

  • Create scheduler commands that can be plugged into any scheduler to allow reports to be automatically run at predefined intervals
  • Supports auto-emailing of reports to chosen distribution lists
  • Supports publishing of your report output in HTML to an intranet or the Internet
  • Allows report output to be saved to a predetermined file server or location
  • Switch output mode in the Report Manager to Screen (SQL Debug), so that when running a report, the SQL query that is generated by the report for the data extraction stage is intercepted by a SQL Debug window. This window allows the raw SQL statement to be viewed and tested.

How does licensing work?

Licenses will be tied to a User Name and Workstation so the licensing is not “concurrent” licensing as is the case with most other Sage ERP MAS modules.

Report Viewer and Report Manager Licenses can be purchased for specified numbers of users while the Connector Module and Designer module are only licensed as ON or OFF. If the Connector and/ or Designer modules are switched on, then anyone with a Report Manager license can access these modules (unless they have been restricted through security mechanisms).

Following are the available Sage ERP MAS Intelligence Modules/licenses. If you currently own Microsoft FRx and have previously purchased various FRx add on options, you may receive some of these additional licenses at no additional charge:

Module/license

Description

Report Manager license

Allows authoring of new reports from existing data containers ONLY as well as editing of existing standard reports including filtering and aggregating of data (licensed per workstation). Also supports auto­emailing reports, scheduling reports, and publishing report output to html for intranet/Internet.

Report Viewer license

The Report Viewer allows basic editing capabilities such as filtering and changing of parameters and offers drill-down functionality on existing reports and templates.

Connector Module

The Connector further simplifies financial managers’ day-to-day operational tasks, allowing access to the information they need from multiple sources and consolidation of data from multiple companies. The Connector allows for consolidations and connectivity to unlimited ODBC data sources, includes a graphical join tool to simplify database queries, and also includes the Universal Query Engine (UQE), which overcomes the limitations of the ProvideX database.

Report Designer

The Report Designer expands upon the functionality of the Report Manager to provide simplified “drag and drop” report creation capabilities. Build impressive reports showing critical business analytics that your management teams can use to enable insightful decision-making at every level.

 

How to Get started with Sage ERP MAS Intelligence

Before you get started you will need your activation keys and account number ready.

Click here to learn how to obtain your activation keys.

If you have your activation keys and are ready to get started with Sage MAS Intelligence you can download Sage ERP MAS Intelligence for Sage ERP MAS 90 and 200 by following these simple steps.

  1. Visit Sage Online to download Sage ERP MAS Intelligence. If you don’t have a logon, follow the instructions on the logon screen to obtain one.
  2. Log on with your user ID and password.
  3. Before you proceed, make sure you have printed and reviewed the Intelligence Installation and Registration Guide.
  4. You can click here to download Sage MAS Intelligence today.

The Sage MAS Intelligence download is approximately 330MB.  If your company has a download limitation click here.

  1. Click the download button.
  2. Save the 330 MB SMIMAS90and200Setup.exe file to your desktop or destination folder and double-click the icon on your desktop to launch the installation.
  3. Once installed, use your unique keys to activate the product.

 

You can view an Installation Video here to see how the installation process works.

Conclusion

The addition of the Sage ERP MAS Intelligence module continues Sage Software’s continuing commitment to provide the most effective solution for MAS 90 and MAS 200 customer's financial report-writing needs. Sage ERP MAS Intelligence will enable you to quickly and easily obtain operations and strategic planning information from your Sage ERP MAS system.

Additional information on Sage ERP MAS Intelligence is available by clicking on any of the following links:

 

MAS Intelligence FRx Component Comparison

Sage ERP MAS Intelligence Installation Guide

Sage ERP MAS Intelligence Overview

Sage ERP MAS Intelligence FAQ’s

Learn more about Sage MAS Intelligence