Transcript Document

eBusiness Suite for
Sage ERP MAS 500
powered by RKL
Tim Efinger – VP Enhanced Solutions
[email protected]
AGENDA
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Integration with MAS 500 database
Self-Service for Customers, Salespeople, Employees
Additional Integration Features
Inquiry Tool for AR and IM
Configuring eBusiness Suite for Sage ERP MAS 500
Order Entry Features
B2C
Technical Components
INTEGRATION WITH MAS 500
• Direct Integration with mas500_app database
– All inquiry data displayed on the web site is retrieved live from the
MAS 500 database via web services
– The submit of an order is live into MAS 500 via web services
– Pricing of items is done using the business rules defined in the
Inventory and Sales Order modules
• No existing database objects are altered
• Database objects loaded into mas500_app database with
_RKL suffix
• Requires one MAS 500 user to run web services layer
SELF SERVICE FEATURES
Self-service for Customers, Salespeople, Employees
– Orders
– Shipments
– Invoices
– Payments
– Inventory : Summary, Detail, Lot Number, Serial Number,
Warehouse, Bin Level
– Customer Status
ADDITIONAL INTEGRATION FEATURES
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Multiple MAS 500 company compatible
Multiple MAS 500 customers per user login
Customer Maintenance
Credit Card Payments on account
User Defined Item Aliases
User Defined web promotions
User Defined Shipment Tracking URL’s
ADDITIONAL INTEGRATION FEATURES
• Sales Tax
 MAS 500 Base Sales Tax
 Sage AvaTax by Avalara® - requires additional module from Sage
www.avalara.com
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Credit Card Processing
 MAS 500 v7.3 Credit Card module – included with Sage Payment
Services merchant processor contract
• Shipping Charges
 Flat Rate Shipping Tables based on total order weight or sales amount
• eBusiness Suite web based promotions
CONFIGURATION FEATURES
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Global Links –menu items available on the site
Security Groups – defines the roles of users
Events – enables/disables functionality by group
Attributes – defines environment settings, user
experience and workflow of site by group
• Filtering – Item Classes, Sales Product Lines, Product
Categories, Warehouses, Ship Methods, Reason Codes
CONFIGURATION FEATURES
• User Types:
 Customer – associated with MAS 500 Cust ID
 Salesperson – associated with MAS 500 Salesperson ID
 Other - associated with Security Group only which allows full access
to all customers (CSR’s, etc.)
CONFIGURABLE ORDER ENTRY
Features and functionality are
configurable by Company ID
in MAS 500 as well as by
Security Group
ORDER ENTRY FEATURES
• Three Styles of Order Entry are available
• Override of various features if enabled
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Shipping Warehouse
Display of Qty Available, Qty on Hand, or Text
Salesperson
Sales Source,
Promise, Requested and Ship by Dates.
Terms
ITEM GROUPING CAPABILITIES
Group items by two
of the following:
Item Classes
Sales Product Lines
Product Categories
ITEM SEARCH CAPABILITIES
You define the
search order up to
four ways:
Item ID
Short Description
Long Description
UPC Code
Item Aliases
Customer Items
Vendor Items
EXPOSE STANDARD USER FIELDS
• The following User Fields are available for display:
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Customer Maintenance – tarcustomer
Item Maintenance – timitem
Sales Order Header – tsoSalesOrder
Sales Order Line = tsoSOLine
ITEM DETAIL INFORMATION
• Fields available for display:
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Item ID
Short Description
Long Description
Web defined Extended item description
• Multiple Attachments per item
SALES ORDER ENTRY CAPABILITIES
• MAS 500 Customers – ability to limit ship to addresses by user
login to website
• MAS 500 Salespeople – supports full sales team capabilities.
Not limited to Primary Salesperson functionality
• Back Office – CSR’s, Remote Locations, Order entry clerks
• Business to Consumer – create new customer on hold
BUSINESS TO CONSUMER (B2C)
SUPPORT
• Provides support for B2C in two ways.
– eBusiness Suite for Sage ERP MAS 500 includes a “lite” B2C interface
that allows for entry of a cart and creation of a MAS 500 customer that
must be credit approved prior to shipping. These pages can be
enhanced based on your B2C needs.
– Web Services for Sage ERP MAS 500 which are included in eBusiness
Suite can be used to connect a custom B2C interface to MAS 500
TECHNICAL INFORMATION
• Developed in Visual Studio 2008
 .NET Framework 3.5 SP1 is required
 No 3rd party tools
• Consists of 3 components
 eBusiness Suite for Sage ERP MAS 500 UI - (ASP.NET)
 Web Services for Sage ERP MAS 500 (VB.NET and C## .NET)
 SQL objects in standard MAS 500 database
• Requires Internet Information Services (6.0 or 7.0) to host
eBusiness Suite for Sage ERP MAS 500 and Web Services for
Sage ERP MAS 500.
TECHNICAL INFORMATION
• Supported on Windows Server 2003, Windows Server 2003
R2, Windows Server 2008 and Windows Server 2008 R2
• Supported on 64 bit machines running as 32 bit application
(Support as 64 bit application anticipated in late spring 2011)
• Support for SQL server 2005, SQL server 2008, SQL Server
2008 R2
TECHNICAL RECOMMENDATIONS
• Highly recommend deploying the web services and user
interface (IIS) on a separate Server from the Sage MAS 500
database server
 NOTE: The eBusiness Suite for Sage ERP MAS 500 User Interface and
Web Services for Sage ERP MAS 500 can be deployed on separate
servers as well.
• Highly recommend use of SSL certificate on eBusiness Suite
for Sage ERP MAS 500 server
Product Demo
Q&A – ADDITIONAL RESOURCES
• Sage Partner Solution Source website
– http://www.sagepss.com/Solution.aspx?SolutionID=2795
• RKL eSolutions website
– http://www.rklesolutions.com/resadd.html