Category: Installation


Sage 200 2016 SP2

Sage 200 2016 SP2 has been out for a while now.

One key issue that impacted users in Sage 200 2016 were the restrictions on Accounts which were placed ‘On Hold’.

There is an issue with entering Memo’s and also it is not possible to allocate transactions.

SP2 fixed the Memo issue. It didn’t fix the allocations but after I did some communicating with Sage support they did a great job and there is actually a Hotfix now available.

It still isn’t possible to import transactions which is something else we have come up against, however my opinion on this is that for Invoices in particular it is probably working by design. I would be interested to know other people’s thoughts on this.

Service pack 3 has now been released for Sage 200 Extra 2015. There are a number fixes included as detailed in Sage 200 Extra 2015 SP3 Issues Fixed .

Sage 200 Manufacturing

Stock Projection Details

Some changes have been made to improve compatibility with Windows 8, Windows 8.1 and Windows Server 2012, these changes also make a consistent look and feel with other areas of Sage 200 Extra.

As a result of these changes, the following graphs are no longer available:

• Graph tab on Stock Projection Item Details

• Graph tab on Monitor Operation Times

• Histogram tab on Monitor Operation Times

The changes also prevents some workspace options (for example, opening, saving, Copy to Clipboard, print and the tools to change the display of the charts).

MRP – Unable to amend the first recommendation on the system

When the user runs MRP within Manufacturing for the first time, the MRP numbering sequence runs from MRP000000, rather than MRP000001.

As a consequence of this, the first recommendation will not be selectable on the MRP Recommendations form.

To renumber the recommendations you must run the MRP twice on a new dataset, before actioning or maintaining any recommendations.

Subsequently, MRP need only be run once.

Sage 200 Suite Tools

Sage 200 2015 SP3 uses a new version of ManufacturingCSVFileConversion.exe

If you attempt to use the previous tool, the following message appears:

Error launching application. Could not load file or assembly ‘Sage. Manufacturing, Version – 17.0.0.1’.

 

Sage have advised Business Partners that Microsoft have announced that as of 9th December 2015, they’ll be removing some of their earlier versions of their REST API, some of which Sage are using to access storage accounts (i.e. blob storage).

Sage have updated Sage 200 2015 to use the latest version and have also included the change within Sage 200 2013 R2 Service Pack 2.

They will not be applying this fix to any other versions of Sage 200 Extra Online, so customers operating any of the versions of Sage 200 Extra Online shown below must be upgraded to Sage 200 2013 R2 SP2 or Sage 200 2015.

  • Sage 200 2013
  • Sage 200 2013 SP1
  • Sage 200 2013 R2

The change is currently planned by Microsoft on 9th December and Sage 200 Online sites must be upgraded no later than 4th December.

Yesterday finally saw the release of the much-anticipated Service Pack 2 for Sage 200 Extra 2015.

One of the key items as part of this is the support of Windows 10 operating system.

There are lots of fixes and some additions as detailed in this document released with the update –

Reports

There are some New Reports to be aware of which are not installed automatically as well as Layout updates too. Check these out with your BP. The introduction of the SOP Profitability reports which include Returns and Credit Notes will be music to some people’s ears, although if you needed this previously you have probably had the report written already.

There also some nice Stock reports, offering different views of Sales by Customer, Product Group and Monthly Sales etc.

Summary Screens

My particular favourite addition in this service pack is the added drill down functionality to the Summary screens. Previously a great visual aid (and Sage Sales Persons dream!) they were not altogether complete from a ‘day to day’ point of view. However we are now able to drill all the way down to the transactional items which makes them much more beneficial as an analysis tool.

Sales Summary Outstanding Debt (Totals)

Sales Summary Outstanding Debt (Totals)

 

Sales Summary Outstanding Debt (Drill down to Customers)

Sales Summary Outstanding Debt (Drill down to Customers)

 

Sales Summary Outstanding Debt (Drill down to Transactions)

Sales Summary Outstanding Debt (Drill down to Transactions)

Installation

Service Pack 2 can be applied to sites running either the Base version of Sage 200 Extra 2015 (all SP1 updates are included) or sites with Sage 200 Extra 2015 Service Pack 1.

As with Service Pack 1 there are two installation files:

  • Sage200v2015SP2ClientPrerequisites.exe
  • Sage200v2015SP2.msp

On client machines, both files must be run in the order listed above.

Sage200v2015SP2ClientPrerequisites.exe checks the client files to ensure the correct registry keys are present on the machine.

Sage 200v2015SP2.msp updates Sage 200 Extra.

NB. On a server, you only need to install the Sage 200v2015SP2.msp file.

As ever this Sage 200 Extra 2015 SP2 Installation and Release Notes document gives all the information needed to install the service pack.

 

Short, important post!

Microsoft have now released Windows 10. Please be aware that this is NOT supported for any current versions of the Sage 200 suite.

All being well Service Pack 2 for Sage 200 Extra 2015 will include Windows 10 compatibility. This is currently scheduled for 30th September 2015.

 

I have hit this issue on my last couple of installations where the Core components fail to install when accessing Sage 200 2015 System Administrator. Sage have identified this as being an issue which relates to virtual environments (which both of my examples were).

When you access System Administration for the first time after install, various messages appear throughout the initialisation, including those referring to the core components and the building of models. You may notice the system freeze during this.

The issue relates to the available resource on the machine. Clearly the virtual environment must meet the minimum System Requirements for Sage 200 2015. For standard single-server environments, this requires at least a dual-core processor and 4GB of RAM.

Interestingly for my examples the servers should have been fine, however the memory was set to be Dynamically allocated and for some reason was remaining below 4GB. Once this was changed to a Static amount, well above the minimum, the core components installed correctly.

After upgrading a Sage 200 site to Sage 200 2015, an error message may be displayed when accessing System Administration for the first time. The message advises of an error in XML document (9, 3).

 

This is caused by not removing any Add-Ons before commencing the upgrade to Sage 200 2015.

Previously, the Add-Ons could be uninstalled in System Administration but when you try to remove the Add-Ons , the below error is displayed.

Exception has been thrown by target of an invocation

This is because in Sage 200 2015, the schema version number has changed so the Add-On trying to be removed does not have the expected schema number assigned to it and so can’t be removed.

In order to complete the upgrade:

Note: You must take a backup of the Sage 200 Configuration Database before proceeding.

  1. Close any errors and select the Add-Ons option in the left pane.
  2. Make a note of the name of each Add-On installed on the site.
  1. Backup the Sage 200 Configuration Database before proceeding.
  1. Open the configuration database in Microsoft SQL Management Studio and open the tblAddon table.
  2. Look for the Add-Ons that were noted in Step 2 in this table. For each add-on, make a note of the AddOnID in the first column.
  3. Remove the entries from the table for each of these add-ons. This should leave only the standard Sage 200 entries in the table, for example, Sage 200 Accounts, Sage 200 Bill of Materials, Sage 200 Accounts Compiled Model.
  4. Close Microsoft SQL Management Studio and re-open Sage 200 System Administrator.
  5. The core components should now install successfully. You will then need to reinstall any applicable Add-Ons, ensuring first that they have been re-compiled for use with Sage 200 2015.

Sage 200 2015 Service Pack 1 is now available.

Business Partners should note the different method of installation on Clients.

This service pack contains two files:

  • Sage200v2015SP1ClientPrerequisites.exe
  • Sage200v2015SP1.msp

On a client PC both files must be run, in that order, to ensure the service pack installs correctly.

Sage200v2015SP1ClientPrerequisites.exe checks the client files and ensures that the correct registry keys are present on the client machines. Sage 200v2015SP1.msp updates Sage 200 Extra. Failure to run the files in this order will cause errors when you try to run Sage 200 Extra 2015.

On a server, you only need to install the Sage 200v2015SP1.msp file.

Sage 200 Extra 2015 SP1 Installation and Release Notes

The following Known Issues have been resolved in Service Pack 1.

Module Issue Tracking System Reference
(where applicable)
Description
Nominal Ledger 5970 Users were unable to import a CSV file with negative budget values.
6318 When importing nominal ledger budgets, a ‘success’ message was displayed but the details were not imported.
6429 The Default Cost Centre drop-down list was not displayed on the Consolidation tab of the Nominal Ledger settings.
Desktop 6389 An ‘Unhandled Exception’ error message appears when trying to add a new feature in Menu Design mode.
6390 Updated the Workspace quick filters to display part searches. Previously, the filter would only search on the entire word (for example, typing AB would only find a customer with the name AB, it wouldn’t find Abbey etc).
6400 User preferences not retained when a user logs out of Sage 200.
6424 Adding reports to the Home Page Favourites now makes the report appear in the Summary screen.
6425 Creating a new folder in Home Page Favourites and adding the report generates an error.
6443 Error in Workspaces where the ‘OR’ filter did not work correctly. In previous versions the OR filter was working like an AND. As a result, no details were being returned by the filter.
6444 Unable to run reports or layouts from favourites.
6487 Non Taxable Receipt launches Taxable Receipt Form.
Purchase Orders 5753 Could copy an order without saving any supplier details.
6480 Multiple Delivery Dates button missing if Project Account Integration not enabled.
Sales Ledger 6451 Save and Allocate button on the Sales Ledger reverse transaction form is now read-only when reversing receipt or payment. This was active in the release version of 2015.
Stock 6455 MRP Replenishment Options missing from the Manufacturing tab on the Stock Item screen when using low screen resolution on some low-spec laptops and PCs.
Timesheets 6469 Enter Timesheet Week – Incorrect Cost rate saved.
Analysis Codes 6470 Issue when editing a newly created analysis code in Sales Order Processing or Purchase Order Processing.
Sage 200 CRM 6432 Ergonomic UI not working as expected after upgrade from 7.1.
Developers 6401 Addon fails to install when contains 2 content parts.

Sage 200 Extra 2015 SP1 Feature Updates and Issues Fixed gives some further details of items included in this update.

Its been billed as the most important update in years and I have to say, I do not think users will be disappointed. Here are some details of the new features within Sage 200 2015 which was officially released at the end of February.

Look and Feel
Whilst the basis is familiar to current Sage 200 users, the screens and menus have changed in appearance giving a more modern design. Many of the changes are designed to make it easier for users to navigate Sage 200 and find/access what they want.

Look 1

Homepage

List View

List View

Look 3

Redesigned Process Maps

The 2015 design is much more intuitive.  A really nice feature is the frequently accessed page where the system remembers the functions you have used the most, so there is a quick way of getting back to them. What’s even more impressive is it remembers by day. So if you access something on a Friday, the next Friday it will be in your recently accessed.

Frequently used

Frequently used

It is now possible to use a search function on the menu allowing you to search for a menu item and the menu is filtered by items containing the word searched.

Menu Search

Menu Search

Custom colour settings can be applied and you are able to make each dataset/company you work in a different colour to make it more obvious which one you are working in.

Homepage and Favourites still exist whilst being more easily managed. Favourites can be added with one click, and can be arranged in folders, easily renamed and re-ordered.

Fixed Assets
After years without one  a simple Fixed Asset register is now included within the Financials modules for Sage 200. This is a welcomed introduction allowing you to set up, depreciate, dispose and delete assets.

Excel Reporting
Excel Reporting gives you more choice over how you can produce the reports you want. The important thing to note here, and I am not sure how I feel about it, is that some Excel reports are provided free while others are available if you subscribe to Excel Reporting. You are able to preview reports within the program to see what you would get in subscription packages.

Excel reports

Excel reports

Excel Reporting 2

Summery Screens
New Graphical Workspaces give a great visual representation of certain KPI’s. The Graphs also allow a drill down function to gain more specific answers.

Summaries 1 Summaries 2

Summaries 3

Other Improvements/changes

  • The Logon speed has significantly increased and you will struggle to find time to make a coffee before it has opened. Joking aside this is a major improvement.
  • There is a completely new ‘list view’ that does away with the older-style list views of the previous Sage 200 versions. These new list views include improved searching and filtering methods, and mixes the function of workspaces with the easier to read layout of the old list view.
    • List views can be opened up in a separate form/window. With a scroll bar!
    • Totals have been added to quickly show the cumulative values of selected records.
  • Workspaces also run more quickly, and also make better use of screen space.
  • Enquiry Screens have returned (I know they could be added to the menu manually in 2013) so the normal forms can be accessed of the menus as per 2011.
  • Project Accounting now includes the much requested Work in Progress (WIP) function which accrues for part-delivered project work. This is automatically posted to and reversed from the balance sheet as projects complete. This means costs can be posted to the same period as revenue to ensure true project profitability is shown in financial reports.
  • Increased narrative length
  • Ability to edit manual nominal journals so that you can amend references or narrative.
  • Functionality to properly account for the VAT legislation changes for early settlement discount. If you deal with a lot of settlement discounts you must upgrade for this alone.
  • Support for SQL 2014 is now included.
  • Ideas Hub this gives an easier route to offering Sage ideas of what changes you would like to see. It also gives you the opportunity to join a Sage 200 community, and hopefully this will offer an increased source of information and communication for users of Sage 200 (hopefully not turning people away from Talking Sage 200!!!!).

I am nothing but positive about Sage 200 2015. A number of the key issues have been rectified and it is definitely the most updated and improved release since the move to a SQL database.

Following on from my Early Settlement Discount post, Sage have now released the Service Packs for Sage 200 2011 and 2013 (NOT 2013 R2).

As suggested previously these only serve to be a temporary solution to the legislation change for Early Settlement Discounts and will still require you to process manual transactions in order to correct your VAT postings.

Here are the Sage documents released with the Service packs for more information about the required work around:

Sage 200 2011 Issues Fixed – Service Pack 7

Sage 200 2013 Issues Fixed (On Premise) – Service Pack 2

You will note the service packs can be installed straight away and there is a new parameter to enable the changes.

THIS NEW PARAMETER CANNOT BE DISABLED ONCE SELECTED, SO DO NOT ENABLE UNTIL REQUIRED.

I think you will agree the work around isn’t the simplest and, particularly if you process a lot of Early Settlement Discounts, you really need to arrange an upgrade to the New 2015 version once it is released, as this will have full functional ability to deal with the legislation change.

The Service Pack for 2013 R2 is due to be released on Friday 06th March 2015. Functionally this will be the same as the changes to 2011 and 2013.

Remember, if you are on any version below 2011, you have no option but to upgrade as NO service packs are to be released.