SCOA readiness

Report
Roadmap to Sage Evolution
27 February 2013
What’s new in Version 6.81
Speed
What’s planned for Version 7.00+
Cost
Growth
New software solution partner
Skill
Input from the floor
What’s new in Version 6.81
 Alert Management is now part of the core module
offering, which allows you to send and receive notifications
via SMS or e-mail based on predefined criteria. This
allowing you to keep your employees, customers and
Speed
suppliers
up-to-date with business related information,
account balances, inventory status updates etc.
 Research
shows that 97% of mobile users read and
Cost
respond to a SMS within an hour of receiving it. For this
reason, Alert Management can create efficiency, proGrowth
activeness
and enhance communication with your
employees, customers and suppliers.
 Alert
SkillManagement allows you to create alert notifications
based on user requirements, send group messages to
customers and suppliers or create custom alerts specific to
your business, all of which can be scheduled at various
intervals.
What’s new in Version 6.81
 Main features of the Sage Evolution Alert Management
Module
• Forms part of the Sage Evolution Premium Core
offering
Speed
• Alert Management runs as a service
• Create SMS and e-mail alert notifications based on
Cost
user requirements
• Allows for group customer and supplier notifications
• Growth
Customise alert configurations and messages using
SQL queries
• Skill
Generate detailed reports on alert notifications sent
• Alerts can be scheduled at various intervals
What’s new in Version 6.81
 The Inventory Issue feature manages and tracks your
internal stock distribution between departments, business
units, staff members, jobs & projects.
 The following diagram illustrates the Inventory Process
Speed
Flow:
Cost
Growth
Skill
What’s new in Version 6.81
 Main features of the Sage Evolution Inventory Issue
Module:
• It generates inventory requisitions for approval within a
multi-level workflow environment
Speed
• Allows you to issue inventory for job cards, general
ledger accounts and projects
• Cost
Different templates for recurring entries can be created
using this feature
• Growth
Allows you to process Inventory Issue transactions in
batches
Skill
What’s new in Version 6.81

Municipal Billing
• The band breakdown calculation for sanitation has been
added to customer statements
• New fields were added to the posting tables to print
PropertyID, PortionID and ServiceID’s on customer
Speed
statements which links in to ageing per service
• You are now able to view meter readings as well as an ERF
number lookup that has been added to Accounts Receivable
Cost
• An age analysis per service has been made available
• Property Valuation Rolls have been added to accurately
Growth
calculate a property value, and keep history of valuations
• You are now able to set a payment priority by Service Type
at Receipting level
Skill
• We added General ledger consolidations of billing
transactions
• You are now able to set Accounts Receivable transaction
codes for direct deposits
• We added a process to issue clearance certificates
What’s new in Version 7.00+

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SCOA development
Unlimited Financial Periods – No more purging!
MB Service ID’s in AR and Cashbook Batches
MB Speed
in Evolution System Tree – Required for Branch
Accounting
 Municipal
Billing
Cost
• Rebate Rule Maintenance
• Additional Property Categories
Growth
• Processing Efficiency – Large Volume Customers
• 3-Phase Meters
• Skill
Advanced Reporting:− Meter History Report
− Consumption Reports in Units / Customer / Month
− Create Indigent Customer (As to Property)
Speed
I N T E G R AT E S TO
Cost
DEBTPACK
Growth
CREDIT CONTROL & DEBT
M A N A G E M E N T S O F T WA R E
Skill
SMS
PTP’S
TRACE
INDIGENTS
COLLECTIONS
LEGAL COLLECTIONS
Input from the floor
 The Auditor-General says:• IT Exposure – 89%
• SCM Contravention – 84%
• Speed
Poor quality service delivery reporting – 79%
• Material errors and omissions in AFS – 79%
• Poor
human resource management – 79%
Cost
 Your priorities
1 Age Analysis Opening Balances
Growth
2 Receipting Direct Deposits Reversal
3 Does not allow for payments in advance Allocations
Skill
4 Debtpack legislation – product demo
5 Purging July 2013
6 Commitments in all budget reports
7 PO linked to requisitions
SCOA readiness
27 February 2013
What is SCOA?
Speed
What are the design principles?
Cost
Growth
The facts about SCOA readiness
Skill
The way forward
What is SCOA?
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Standard Chart of Accounts for Local Government
SCOA is a standard classification system that will be used across
all municipalities (general ledger account structure)
Aligned to high-level ERF (Economic Reporting Framework)
Speed
principles
applied to national and provincial departments (NB:
cash versus accrual based accounting) to enhance “whole of
government” reporting
Cost
Provides for the peculiarities and accounting principles unique to
local government
Multi
segmental chart implying populating fields within a
Growth
database with specific information to be classified according to
Item, Function, Fund, Regional Indicator and Project
Skill
Facilitate
comparable budget reporting returns, annual financial
statements and specific interest reporting, eg. DWA, NERSA,
STATSSA, etc.
Future upgrade of LG database to provide for more detailed
monthly returns and functionalities for optimal utilisation of
information
What are the design principles?
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Classification framework limited to financial information
International standards, guidance and best practices
Comply with legislative framework for local government
Labels
Speedand accounts to be clearly defined
Comprehensive framework (grid) to satisfy stakeholders
needs
Cost
Information to be easily extracted
Alignment of financial and budget reporting formats
Growth
Integration of GRAP standards
Standardisation of terminology
Skill
Standardisation
of transaction classification
Reporting on “whole-of-local government and government”
Simple classification
Financial system integration with optimised business rules
The facts about SCOA readiness
 MFMA Circular 66, 2012 – Implementation for the SCOA
is envisaged for 1 July 2016
 Due to the fact that SCOA has not yet been finalised, socalled
“SCOA Compliance” is impossible for now
Speed
 The following design elements of SCOA are already part
of our Sage Evolution Premium product offering:
Cost
Growth
Skill
The Way Forward
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Promulgation – Expected to be finalised latter half 2013
Pilot Sites
• To be registered with NT after promulgation
• Municipalities must request NT in writing to be registered as
a pilot, with commitment from Sage Evolution
Speed
On-going Product Development
• GL Account Lookup per Segment
Cost
• Locked COA
• Standardised Transaction Types
• Growth
Data Migration – Data Staging and Warehousing
• Reporting to NT Web Portal
Training
Skill
• Learner Management System
• Accredited Training (FASSET and AAT(SA) accredited
training courses)
Municipality Feedback to both Sage Evolution and National
Treasury
Advanced Procurement
27 February 2013
Why Advanced Procurement
Speed
What are the Main Features
Cost
Growth
Advanced Procurement on the Web
Skill
Product Demo
Why Advanced Procurement
 The Auditor-General found 84% of Audited Municipalities
to be non-compliant with Supply Chain Management
Regulations
 64%
Speedof Auditees had findings related to unfair or
uncompetitive procurement processes
 The Advanced Procurement module allows you to manage
Cost
and streamline your SCM processes in compliance with
SCM Regulations:• Growth
Rotation of Suppliers
• PPPFA Compliant:Skill− BBBEE Score Cards
− Evaluation in terms of 80/20 or 90/10 Points
System
What are the Main Features
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Manages your requisition processes
Manages your purchase order processes
Manages your tender processes
Allows
Speedyou to rotate preferred suppliers
Categorise suppliers by sector
Allows
Cost you to request quotes using workflows
Create specific user defined fields to identify preferred
suppliers to supply certain requested commodities
Growth
Set specific qualifying criteria for supplier as well as
selecting whether the system should manually or
automatically
calculate supplier scores
Skill
Import and export functionality for supplier quotes
Compare and evaluate quotes and supplier
Provides you with reason codes for authorised deviations
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement on the Web
Speed
Cost
Growth
Skill
Advanced Procurement
Product Demo

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