Save Time-Become More Productive

Many enhancements have been incorporated as a direct result of your requests, recent usability reviews, and customer feedback. Focus has been placed on simplifying your interaction with Sage PFW, allowing you to become more efficient in your daily tasks so you can focus your time on strategic projects, improving processes, and generating more profits.

Small Balance Writeoffs-Overpayments
In Version 5.7 you can easily manage overpayments as well as underpayments. Save time and prevent errors by writing off overpayments and underpayments directly in Cash Receipts Entry. If an invoice is not available, you can create a negative write-off in Cash Receipts Apply On Account.

Proficiently Manage Your Bank Book
Today's business environment is ultra complicated when it comes to managing money. Multiple companies, multiple bank accounts, and multiple currencies translate into a lot of time spent managing and reconciling accounts in order to get an accurate view of your cash position. Thankfully, the Sage PFW Bank Book module pulls information from your financial transactions into a single location. However, as business becomes even faster paced, you need to be able to reconcile your accounts faster then ever before. Version 5.7 empowers you with a more straightforward and automated way to reconcile your accounts and get through month end in record time. The reconciliation screen was updated to facilitate information management, including the ability to sort by any column, moving the Auto Reconcile button away from the Reconcile Current line button, and adding a new Undo button. The Undo button allows you to remove the last edit within the Reconciliation screen easily. This capability has also been added to the Edit Menu - Undo (Ctrl+Z).

You also now have the ability to automate your reconciliation process by importing transactions into the reconciliation screen using the bank statement file downloaded from your bank.

Processing Company ID
Easily manage your workload, while switching among multiple companies. The new Processing Company ID Menu Header helps you reduce the possibility of errors when processing data for two or more companies. The company name is displayed in the header of the screen allowing you to double-check quickly that you are in the correct company before proceeding with your processing.

Ingredient Listing
Finding the total percentage of a single ingredient can be time consuming when reviewing the Multi-level Formula Ingredient report. The new Ingredient Listing feature allows you to run the Multi-level Formula Ingredient report and select to combine like ingredients into a single line with the accurate percentage of the total mix. The new "Combine Like Items" option on the Multi-level Formula Ingredient Report allows you to get the information you need quickly and accurately.

Quick Print and Post
You are most likely very familiar with the Quick Print button that was introduced in Sage PFW Version 5.4 and the Quick Check button introduced in version 5.5. These new buttons allowed you quickly to print documents and checks directly from the associated entry screen. Since the introduction of this functionality, you asked for it to be taken a step further and not only print the document, but post it as well. So in Version 5.7, you have the option to change the Quick Print button into a Quick Print and Post button. The "Enable Post in Quick Print" option is set up in the Application Setup screen for the associated module. The functionality has been extended to:

• AR Invoice Entry
• AR Credit Memo Entry
• PO Purchase Order Entry
• OE Sales Order Entry
• PU Purchase Order Entry
• PU Return Entry
• OR Sales Order Entry
• OR Return Entry

More Insight into Your Customers
The Customer Insights module was introduced after the Sage PFW 5.4 release. This powerful module gives you the insight you need to take care of your most valuable assets-your customers. Version 5.7 incorporates many of the enhancements you need to take even better care of your customers, including:

• The ability to view the profit margin on the standard cost of an item in the Pricing View. This new information allows you to offer the best possible price quote to your customer while ensuring you still make an acceptable profit.
• The country name rather than the enigmatic country key, so you can easily identify the country where the customer is located.
• A link on the e-mail address that provides a one-click method to create a new e-mail message in Outlook included in the Address View. Quickly create and send an e-mail without exiting the customer record.
• The Memo/Tracking Number field is displayed to Order and Invoice views.

Item Status Support
If you're currently a Sage PFW customer, you already know the power and flexibility of the Customer and Vendor Status features. Version 5.7 gives you the new and improved Item Status field. Now, once an item has been set to "No New Purchases," "Obsolete," or "Deactivated", the system will consider it non-active, and allow you to decide which modules will prevent processing for the item. With this new functionality at your finger tips, Inventory management and data entry has never been more accurate.

Expanded Information Tracking
In order to work faster then ever before you need information readily available, Sage PFW 5.7 delivers expanded field sizes and new fields, so you can track even more information! With new and expanded fields, you now you have the information you need to communicate vendor, customer and item details effectively. New fields include: Inventory INCI, EC Number, and Item Description 3; Accounts Receivable Customer Description; and an Accounts Payable Vendor Description. Expanded fields include: Inventory Item Description 1 & 2; Accounts Payable Vendor Name; and the Bank Book Description.

Sales Order Price Update Flag
Keep a closer eye on prices that are overridden during Sales Order Entry with the new Sales Order Price Update flag You can now run the Sales Order Report to determine easily if a price has been overridden at entry and how the new price compares to the system calculated price. The new options assist you with ensuring that you are offering the correct pricing to your customers and are protecting your bottom line.

Project Cost Reference Validation
Remember the Project Cost Segment Validation maintenance table in the Sage PFW DOS version? It's back! Even if you don't remember back to the DOS days, you will be thrilled with the ability to specify which segments you would like to be validated in Project Cost! When entering most types of transactions, you must enter required segments, based on the segment validations defined in the Segment Validation Setup file. When setting up Project Cost, you need to determine what level of validation is required when entering transactions.

Fill Weight
You can now optionally print the fill weight of finished goods on your Sales Order and Invoice forms. The fill weight allows you to determine how much (measured in weight) of a formula has been put into a container. Many batch manufacturing companies are required to report fill weight of finished goods to the customer; now the system does the calculation for you, saving you time and money.

Effective Management of Your Business

Companies today are facing constant pressure to increase profitability, improve cash flow, reduce costs and mitigate risk in order to improve financial performance. Focusing on strategically driving working capital processes such as receivables and payables is critical in order to achieve these objectives. Version 5.7 introduces new reporting and credit metric tracking to provide better business insights.

Return Entry
Do you have business processes that require recurring returns? Version 5.7 includes the same Recur functionality in Return Entry that you currently have in Sales Order Entry. Now you can set up returns that are automatically recurred based on your preferences; you can even have the return recur until a certain balance is met. Recurring entries save you significant time during data entry and allow you to focus on more profitable activities.

Historical Receivables Report
Get the information you need on your aged receivables. The new Historical Receivables report allows you to view aged receivables information as of the date you specify. This new report allows you to view your receivables as of the specified period end date.

Easier Upgrades
You receive an enhanced version of Sage PFW every 12-18 months! As each release is full of enhancements requested by you, you will likely want to take advantage of the new features as quickly as possible. Sage wants to ensure your upgrade is as efficient as possible, so several time savers were introduced in the Sage PFW Version 5.7 release.

Multiple Company Data Conversion
Sage PFW allows you to set up and process data in as many companies as you need. The Data Conversion will process each company and store any conversion information in a log. Kick the process off for all companies and then go enjoy the weekend; upon returning to the office, review the log file for information on each of the company conversions.

Automated Service Pack Installer
The Automated Service Pack Installer is another tool that will help you stay current on Sage PFW and allow you to take advantage of all the new functionality. Once a Service Pack is installed on the server, any client workstation accessing Sage PFW Version 5.7 for the first time will be prompted to update the system. You no longer have to go from workstation to workstation to run the service pack update; it will be accomplished automatically.

Technology Updates

Pervasive
Version 5.7 has been updated to support Pervasive version 10. All new installs of Sage PFW Version 5.7 must use Pervasive version 10; however, existing installs can continue to run Pervasive 9.1 or 9.6. Pervasive 10 is required when running the new Microsoft Server 2008.

Microsoft® Windows Vista
Sage PFW Version 5.7 has been updated to support the new Microsoft operating system, supporting the Vista Business and Ultimate Editions.

Microsoft Server 2008
Sage PFW has been updated to support the new Microsoft 2008 Server; however, it is important to note that Sage PFW continues to operate in 32-bit mode.

If you haven’t upgraded to the latest version of Sage PFW, you may be missing dozens of new and enhanced features that can streamline your business processes and save you time and money.
See the top new features in recent releases.

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