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Coming Attractions:. Sage PFW Version 5.6. Agenda. What Version Are you Running? Version 5.6 Important Dates Special Thanks Highlight New Features Questions and Answers Technical Details Questions and Answers. Older Version of Sage PFW?. Where to find more information: Release Guides - PowerPoint PPT Presentation

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  • Coming Attractions:Sage PFW Version 5.6

  • AgendaWhat Version Are you Running?Version 5.6 Important DatesSpecial ThanksHighlight New FeaturesQuestions and AnswersTechnical DetailsQuestions and Answers

  • Older Version of Sage PFW?Where to find more information:Release GuidesBusiness PartnerCustomer Account ManagerBrennan Petarx4663Pre-Recorded Webcasts

  • Sage PFW 5.6 ReleaseResearch, Planning, Design - CompleteAnnouncement Date - CompleteApril 2007Beta Release - CompleteMay 2007Controlled Release - CompleteJune 2007AutoShip DatePartners - August 20, 2007Customers September 30, 2007

  • Thank You Beta and CR ParticipantsEast Shore Specialty FoodsEagle CorporationMiller and AssociatesPariser IndustriesPerformance Coatings CorporationFranklin Foods, Inc. COMO Filtration SystemsAll our Partners!

  • Sage PFW 5.6 ShipmentAutomatically Shipped PartnersMaster DevelopersSolution Integrated PartnersConsultantsCustomers on PlanPackage ContentSage PFW 5.6*PFWeb Decision SupportPlease refer to FAQ for Vista capable software.

  • Sage PFW DocumentationAvailable in softcopy onlyUpgrade GuideSage PFW Autorun menuInstallation Instructions New FeaturesRelease GuideBusiness DesktopPartner File Center5.6 CDAvailable onSage Software Online

  • Improved User Efficiency

  • Advanced Lookup Engine (ALE)Introduced in Sage PFW 5.5 Quickly Find InformationImprove Accuracy With Custom Lookup ViewsNow in Transaction File Maintenance Tables Assist with Research and Auditing

  • Advanced Lookup Engine (ALE)Add columns

  • Security Enforced

    Caption Hyperlinks

  • User Controlled Find HistoricalUses Template Functionality to Establish Fields that Populate when Using Find HistoricalNo Change Unless you Modify Settings

  • Effective Management of Your Business

  • International Address SupportMore Room to Grow! Larger Field Sizes will Easily Accommodate International Address Formats & Languages

  • Multiple Customer ContactsTrack Unlimited Contacts & Contact TypesFirst Name, Last Name & Full Name5 Phone Numbers3 Email AddressesRelate up to 5 Contacts & Contact Type to Customer

  • Multiple Customer ContactsYou Define Contact Key Types (New Menu Item)

  • Multiple Customer ContactsUse Intelligent Contact Keys to fully utilize unlimited contacts

  • Vendor StatusVendor Status is used inAccounts PayablePurchase OrderPurchase Order ProActive (A)Allows all transactionActive-No New Purchases (P)Allows adjustments and payment, no new purchasesInactive (I)No transactionsNot included on Sage PFW Reports

  • Vendor Status

  • Enhanced Customer StatusSage PFW v5.5:ActiveOn-HoldSage PFW v5.6ActiveInactiveProspectOn-HoldIn Collections

  • Enhanced Customer Status (cont.)

  • Enhanced Customer Status (cont.)Customer Status Field UseCreate Custom Views in the Advanced Lookup EngineCustomize ReportsCustomer Status and ALEFilter by Customer Status A = ActiveH= HoldC= In CollectionsP= ProspectI = Inactive

  • Sales Order HoldMore FlexibilityMore EfficientAvailable in:Order Entry ProSales Order

  • Credit Fields

  • New Credit Tracking Fields Stored in ARTRANCredit Calculations

  • Credit CalculationsPrint on Customer Profile

  • Better Auditing & Data Tracking

  • Universal Notes & Attachments

  • Universal Notes & Attachments

  • Universal Notes & Attachments

  • Universal Notes & AttachmentsEasily Find Notes or Attachments by CategoryCreator and Creation Date now in the view list as columns

  • Universal Notes & AttachmentsOrder Entry ProSales Order Shipment Entry for InvoiceHeaderLine ItemsTransaction Line Item HistoryTransaction Sales Order HistoryPurchasing ProAccrued Receipt EntryPurchase Order EntryPurchase Order Receipt EntryReturn EntryReturn Shipment Entry Vendor ItemTransaction Purchase Order History

  • Pervasive AuditMasterTrouble-Shoot which Menu Item was Used to Update DataTransaction File Maintenance Update vs. Post

  • Invoice ProcessingRetain Original Invoice NumberOptional during Print & Post InvoiceImproved AuditingNew and Improved -Invoice History ReportTRUE Invoice Reprint in ALL Circumstances

  • Increase Performance

  • Data Optimization UtilityNew Utility to Rebuild (Optimize) Sage PFW Data Files Optimizes All KeypathsReduce File SizeImprove PerformanceMaintains Line Item Order on ??Line FilesWith 5.6 OnlyUse Pervasive Rebuild Utility to optimize all Data Files at Once vs. IndividuallyUpdates made to Sage PFW Files to Maintain Data Integrity

  • Third Tier Processing Optimize Performance using Three Tier Architecture and Report Scheduling & DistributionMRPInventory Pro

  • Report OptimizationProduction ModuleAll Order-BysFiltersOptions

  • Microsoft Vista Support

  • Microsoft Vista Business & Ultimate EditionsSage PFW 5.6 Certified on VistaFAQ Currently Available on Sage Software Online Sage PFW Support SiteMicrosoft FRxNot compatible until R09Available as Service PackPervasiveNot compatible until 9.6Available as Service Pack Strongly Advise Full Systems Analysis

  • Upcoming Events - Customer ConferenceWho Belongs at Sage Summit:Business ExecutivesSoftware UsersIT ProfessionalsHR DirectorsYOU!!Where and When:November 3-6, 2007Chicago, ILJoin the excitement:More Information: www.sagesummit.com Early-bird registrationWhy join us:Learn Something NewBuild Your People NetworkDiscover the Latest InnovationsNetworking and Knowledge-sharingWhat you will see:Inspiring, Visionary SpeakersProduct ExpertsOne-on-one adviceTutorialsProblem ResolutionOver 300 content-rich sessions including hands-on learning

  • Thank You For Your Participation!Questions Ask Now!For more informationVisit: www.sagepfw.comE-mail: SagePFWinfo@sage.comCall: (949) 753-1222 or (888) 473-5135michele.ballinger@sage.comBrennan.petar@sage.comJenelyn.franco@sage.com

  • Sage PFW 5.6 InstallationSage Software Online (SSO)FRx 6.7 (R06 & R09) patchPervasive 9.6DDFs & Database Reference Guide* Date file layout Release Guide* Feature highlights, certified hardware, and software compatibility matrix*Items also available on the Partner File CenterFor Trouble-free Installation & Upgrades Take Advantage of All Available Resources:

  • Sage PFW 5.6 Installation GuidelinesPervasive PSQL 9.1 ServerRequires Clean InstallSage PFW 5.6 ServerFrom Server!Procedure varies by BusinessPervasive PSQL 9.1 ClientUninstall Previous VersionsSage PFW 5.6 ClientPervasive AuditMaster 6.3All Other Products*Same as Sage PFW v5.5!

    *Be sure to double-check all custom report, customization, software & hardware compatibility. Microsoft Vista will require Pervasive 9.6 and Microsoft FRx 6.7 R09, both available by download

  • Why Install in New Order?Sage PFW OEM Pervasive 9.1 installs a required HotFix regardless of the order installed Sage PFW Server Install then:Sets the file creation version to v7 file formats Copies Pervasive Client installation files to the server for easy accessInstalls Pervasive OLE DB Sets the Embedded Spaces check box to uncheckedSage PFW Client InstallSets registry setting to allow installation of AuditMaster 6.3

  • What to Expect, if its Not Embedded Spaces not Unchecked'Error 449 Argument not optional occurs when launching Sage PFWResolution ID 1035: In Pervasive Control Center on file server, uncheck Embedded Spaces HotFix for Pervasive 9.1 not installedLookup queries appear to hang in Advanced Lookup Engine (ALE), with no timeout messageResolution ID 467322: Verify the HotFix for Pervasive 9.1 has installed properly

    Installs Pervasive OLE DB Company setup will not be able to successfully create DSNs, which are necessary for ALE and Customer Insights

  • Pervasive 9.1 Server Requires a Clean InstallHave all users exit all applications that uses Pervasive At the server, uninstall Pervasive Server using Windows Add / Remove Programs from the Control Panel Run the Pervasive System Analyzer to remove any remaining Pervasive components and registry entriesIn Windows Explorer, delete C:\PVSW folder from the local drive See How to uninstall and reinstall Pervasive SQL on the server Resolution ID #407238

  • If v5.6 Server is Already Installed Install Pervasive 9.1 OLEDB driver Open the Pervasive Control Center, and make the following Pervasive configurations: Select 'TCP/IP' onlyEnable 'Auto Reconnect'Disable 'Embedded Spaces'Reboot the server and verify that Pervasive services starts successfully. Launch Sage PFW to verify that Pervasive is functionalThe following additional steps must be performed:See How to uninstall and reinstall Pervasive SQL on the server Resolution ID #407238

  • FRx InstallationCurrent 6.7 installations: Download and install R06 or R09 from Sage Software OnlineCurrent 6.5 installations: Upgrade from the FRx 6.7 RO6 CD, received with Sage PFW 5.5

  • Get Ready to InstallInstall the latest OS service packs to support .NET 2.0Check Compatibility with Business Partner or Product Vendor on Custom Reports or Custom ProgrammingCheck Hardware CompatibilityInsert in ShipmentReview Upgrade Guide for Complete Installation DetailsInstallation has changedPervasive 9.1FRx Upgrade

  • Sage PFW DocumentationSage PFW documentation is only available in softcopyUpgrade Guide available on the Sage PFW auto-run screenImportant installation instructions New Menu Items How we determine securityWhere to setup securityRelease Guide & System Architecture contain hardware certification informationAvailable onSage Software Onl

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