A great article from Smith Cooper System Partners (The Midlands Number 1 Sage 200 Business Partner for the last two years), offering some inside knowledge of possible new features for Sage 200 2017.
Category: Sage 200
Sage 200 Extra and Sage 200 Extra Online 2016 have now been released. If you are considering updating or want further information send your details to email@example.com
Whilst it is not, perhaps, as drastic an update as the 2015 version, which had a whole change to the UI amongst other features. The 2016 version has some game changing additions with new integrations for payments.
There are also some nice additions from the wish lists and a new connector which integrates Sage 200 to stand alone Sage CRM (not Sage 200 CRM).
Below are some details of what’s new!
Sage Integrated Payments (SIPS)
Integration with Sage Payments allows for an easier and secure way to pay suppliers.
A Sage Payments account is a virtual wallet (e-wallet) similar to PayPal. You can add funds to your Sage Payments account and then use this to make payments directly from Sage 200.
NB. A Sage Payments account is required
Sage 200 is now able to use the Yodlee bank feed. This gathers information from your bank, and downloads bank transaction details for display in Sage 200 so you can match them to transactions in Sage 200, or create new transactions.
When you confirm the transactions as matched they are flagged ready for your next bank reconciliation.
NB. Subscription to Bank feeds is required.
Sage Pay – Get Paid Faster
Sage 200 now includes the Sage Pay ‘Get Paid Faster’ functionality.
If you are using Sage Pay, you can use the ‘Pay Now’ button on your layouts such as invoices, statements and chase letters that you send as PDF files by email.
When your customer opens the PDF attachment they can click the ‘Pay Now’ button to make a payment straight away through Sage Pay.
Commitment reporting allows you report on purchase orders as a committed cost before the order has been received or invoiced.
This makes it easier to view actual costs and committed costs to establish committed spend.
Report Category budget grouping
It is now possible to hold a budget against a reporting category which offers much more flexibility in assigning and reporting on budget areas.
New Bank Reconciliation screen
A new bank reconciliation screen has been introduced with a split screen view separating matched and unmatched transactions. This brings the functionality in line with that of Sage 50 and presents the information in a clearer way.
Create Return from Order
The ability to create a Sales Return from an existing Sales Order has been eagerly awaited for many versions gone by. It’s finally happened!
You can select a Sales Order then select ‘New Return from order’ which will populate the Return details.
Within the Sales Return screen you can also select Copy Order and the Return screen will be populated with the return data based on the selected Sales Order.
It makes it much quicker to enter a return and removes the need to re-key information but be aware there is no link created, it just copies the information.
Predictive text in Rapid Order Entry
On the Rapid Order Entry, predictive text is now available to filter the selection list of available stock items as the item is typed.
Override Negative Stock option (Rapid Order Entry)
When raising a Sales Order via Rapid Order Entry, it is now possible allow the stock to go in to a negative allocation if the required quantity is not available.
The Product Group now has a flag ‘Can over allocate stock’.
Stock Analysis Codes
Stock records have been extended to include 20 Analysis Codes. Report Categories still exist, but the analysis codes allow for further analysis in line with SOP/POP/ It is also possible to import these when importing item records.
Support for Barcodes
Stock records have been extended to include a Barcode. These can be imported as part of the Stock Item Import.
Limited Price Bands
My particular favourite!
New Price Bands can be created as ‘Limited’, allowing the customer to select which Stock items they want to add to a Price Band, rather than all stock items being added.
Time Limited Price Lists
Price Bands can be created as Limited or Universal.
Limited Price Bands can be flagged as Active and/or have ‘From’ and ‘To’ dates assigned.
This is great for promotional pricing.
An API has been included to offer better flexibility for development and integration to Sage 200 Extra.
A New connector integrates Sage 200 with Sage CRM. This allows data to be input in ‘real time’ reducing the synchronisation requirements.
Importantly what this will also allow is for upgrades of 200 and CRM to be run separately. This should hopefully make the upgrade requirements easier and more affordable.
**As with all new releases compatibility has been removed with for older versions of related Operating systems and linked applications.
Most noticeably is the removal of Citrix Xenapp.
I will be striving for more posts about the 2016 version, released last week, but for now here is a video to give you a taster.
It’s not as big or as exciting as 2015, but there are some pleasing additions.
At Smith Cooper System Partners we are expanding our brilliant and dedicated team.
Reporting to our implementation manager, we require an experienced Sage 200 consultant to join our busy delivery team. This is NOT a trainee position so the successful candidate should have a proven track record of Sage 200 implementations along with a working knowledge of the add-on market (Draycir, Eureka, Sicon etc.). Customer service is very important to our company, so a customer first attitude and a strong desire to produce quality projects is also essential. Would suit an experienced Sage 200 consultant looking for a new challenge, who wants to work in a positive, forward thinking environment and can “hit the ground running”.
We also have roles for a Support consultant and Account Manager
The WordPress.com stats helper monkeys prepared a 2015 annual report for this blog.
Here’s an excerpt:
The concert hall at the Sydney Opera House holds 2,700 people. This blog was viewed about 27,000 times in 2015. If it were a concert at Sydney Opera House, it would take about 10 sold-out performances for that many people to see it.
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 –
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.
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.
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:
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.
I’m delighted, excited and proud to have been part of the great achievements at Smith Cooper System Partners.
Read more here:
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.