This week saw the release of the Spring Enhancements edition for Sage 200.

Sage 200c has now become Sage 200cloud. Previously the C stood for connected but for whatever reason Sage 200cloud is now the name (until the next name change!). This is still an “On Premise” / Locally installed solution.

Anyway, down to real business and what new features are there included?

Hide and Restrict Nominal Accounts

There is now the ability to hide a Nominal Account. This prevents it from being visible within Nominal Selection drop downs.

Against Amend Nominal Account you can simply select the Active Status.

The system does not check if there is a balance or recent transactions. Anything waiting to be posted will still be updated and any balances are still accounted for within the P & L or Balance Sheet.

The Hide function is enabled by a new Nominal Ledger Setting “Restrict account selection to existing and active accounts”

If this setting is enabled (and I love this!) then only Nominal Account Combinations which exist can be specified against a transaction. Previously it has been possible to code a transaction to an account which does not exist. But this will prevent that from happening.

Hide Bank Accounts

It is also possible to Amend Bank Account Details and set an active status.

Hide Combined Budgets

You may wish to hide a combined nominal budget if it is no longer being used or maybe you have created a new budget which isnt ready to be used yet.

This removes the budget from lookup lists used for entering purchase requisitions, and helps prevent the budget being selected by mistake

Auto Refresh List Views

The automatic refresh functionality applies to Commercial List Views only (currently):

  • Sales Order Processing
  • Purchase Order Processing
  • Stock
  • Invoicing
  • Price Book

There is an Auto Refresh tick box at the top of the list view which must be selected to get the lists to refresh automatically.

Create Pro Forma for Prospect

It has been possible for a long time to be able to enter a Quote for a Prospect account. This is now possible for Pro Forma Invoices using the same Prospect account.

This works similarly to the Quote, and when converting a Pro Forma you can either select a Customer or Create a New Customer using the details entered against the Pro Forma.

Convert Quote to Pro Forma

There is a new option within Quotations which allows a Quotation to be converted to a Pro Forma Invoice. Once the Pro Forma is generated it is used in the same way as before and can be converted to a Sales Order.

GDPR

No software, and Sage 200 included, will make you GDPR compliant. Sage 200 now has 3 new reports to help you review your data to make a decision about whether you need to be holding data.

GDPR Contact Check report is within ASM > System Utilities > General Data Protection Regulation. This allows you to search for a contact across multiple Modules.

There are reports in Sales and Purchase Ledgers to identify customers and suppliers that have not been traded with for a period of time.

Sales Ledger > Reports > Account Analysis > Customers With No Transactions From.

Purchase Ledger > Reports > Account Analysis > Suppliers With No Transactions From.

 

 

 

 

 

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