Build Strong Customer Relationships
The Sage 500 ERP Office module helps you use the power of automation to build stronger, more lasting customer relationships through enhanced communications. It is a key component of Sage 500 ERP.

With Sage 500 ERP, you can use predefined, customizable templates to help you automatically (or manually) generate business communications that incorporate application data. You can save time while boosting productivity as you create a wide range of highly customized documents, including business letters, e-mail, or spreadsheets, without ever leaving Sage 500 ERP.

Any authorized user in your organization can quickly and easily create a new template or one-time document without any programming knowledge. Simply open an existing Sage 500 ERP template, make any necessary modifications, and save the new template.

Through Sage 500 ERP, you can leverage familiar productivity tools to gain new efficiencies in business communications and customer service. For example, press a toolbar button on the Customer Maintenance screen or Business Insights Explorer customer inquiry, and Office will launch Microsoft Word and populate a customized dunning letter with Sage 500 ERP data, including customer name, address, and aging information—all without you having to type a word! You can also use Sage 500 ERP spreadsheets as budget analysis tools to transfer business data from Sage 500 ERP tasks into Microsoft Excel, modify as desired, then update the data directly in Sage 500 ERP.

Predefined Templates

Sage 500 ERP Solutions

New Customer Welcome Letter Inactive Customer Letter Accounts Receivable 30-day and 120-day Dunning Letters Tax Exemption Letter Customer Thank You Letter Customer On Hold E-mail Customer Change in Credit Limit E-mail Customer Exceeded Credit Limit E-mail Problem with Vendor Account Balance E-mail Budget Planning Analysis Spreadsheet Salesperson Sales History Analysis Spreadsheet Customer Sales History Analysis Spreadsheet Edit Commissions Spreadsheet Customer Class History Analysis Spreadsheet PO Matching Analysis Spreadsheet Standard Journal Entry Spreadsheet Transaction Journal Entry Spreadsheet

CRM and E-business Financials and Project Accounting Distribution and Manufacturing Human Resources and Payroll Customization and Integration Business Intelligence

Create New Templates
Create a wide choice of templates for your letters, e-mails and spreadsheets.

• Create templates using a process as simple as pasting data fields from a screen into your Word documents, Excel spreadsheets, or e-mail messages.
• Make templates available to all companies or a specific company.

Data Objects
Use data objects to establish a link between Sage 500 ERP data and a Sage 500 ERP template.

• View all data fields for the current task in the Data Objects dialog box.
• Add fields to an existing template or any new templates you create and
• Sage MAS 500 Office will automatically populate the template with the appropriate Sage 500 ERP data.

Generate Templates
Easily select existing templates for customized communications.

• Activate Office from the current Sage 500 ERP task to display a list of templates.
• Automatically generate the template with all appropriate information.

Sage 500 ERP Office Functions
Facilitate the launch of frequently performed operations from the Sage 500 ERP Office toolbar.

• General Templates—to view or modify an existing document prior to printing.
• Print Template.
• Send Mail Note.
• Create New Templates.
• Add New Attachments.
• Display Data Objects—to paste Sage 500 ERP fields into a new or existing template.

Budget and Journal Editing
Import Sage 500 ERP budgeting or journal information into Excel, modify the amounts as desired, then bring the revised information directly back into the application.

• Launch a budget spreadsheet from Maintain Budgets in the General Ledger module, then make changes to the budget in Excel.
• Discard your changes or load them to the appropriate General Ledger task.
• Save changes in a new spreadsheet if you prefer.
• Validate data prior to updating the General Ledger.
• Launch a journal spreadsheet from Process Journals in the General Ledger module, then make changes to the journal in Excel.

Easy Online Access to Documents
Leverage the Sage 500 ERP electronic file cabinet to attach a variety of files directly to Sage 500 ERP records.

• Attach any OLE-compliant file, including Word documents, Excel spreadsheets, scanned images, photos, drawings, notes, voice, and multimedia files, to any Sage 500 ERP masterfile or transaction record.
• Attach any file or Internet address (URL) to a Sage 500 ERP entity, such as a customer, vendor, salesperson, or account.
• Insert attachments at the transaction or masterfile level.
• Add an attachment, and Sage 500 ERP Office displays the attachment in a folder specific to the entity.
• View the document or file at any time.
• Associate, or attach, a scanned image of a signed contract to a vendor record, or an image of an invoice to a customer record.