Category: Online


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 sagemarketing@smithcooper.co.uk

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

Bank Feeds

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

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.

API

An API has been included to offer better flexibility for development and integration to Sage 200 Extra.

CRM

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.

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.

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.

On 1 July 2015 Sage 200 products were given new names as below:

  • Sage 200 (on premise version) is now called Sage 200 Extra
  • Sage 200 Online is now called Sage 200 Extra Online

Why Have they done this?

In line with a new addition to Sage’s product portfolio, they are changing the existing product names to ensure products are aligned and customers can better identify the product to suite their business needs.

On  1 July, Sage ‘soft launched’ a new product called Sage 200 Standard Online. This is an online accounting solution that provides “direct support from Sage, simple scalability and a compelling online experience”.

This product is an online subscription solution, designed to bridge the gap between Sage 50 and 200 Extra Online.

Sage 200 Standard Online Benefits include:

 

  • No need for expensive hardware
  • Risk-free implementation service that allows customers to migrate their data without risk
  • Support direct from Sage that helps customers manage complexity with ease
  • Greater control of a customer’s business as it becomes more complex with intuitive financial management and commercial business tools
  • Improved insight with powerful Excel reporting tools that help customers operate more efficiently and improve performance

 

Sage 200 Standard Online availability

 

Sage 200 Standard Online soft launch will be between 1 July – 5 October 2015. Full launch of the product will be from October onwards. It will also launch in Ireland in October.

 

How can I participate?

 

Initially Sage will sell Sage 200 Standard Online directly to customers. From October, there will be opportunity for Business Partners to get involved in the distribution

 

“Sage 200 Standard Online is an addition to our rich product portfolio and does not replace any existing product.”

 

 

 

The new versions of Spindle Professional have been released and are now available to download.

Spindle Professional 5.87 includes
support for Sage 200 2013 R2 On Premise and Online.

Licencing for Sage 200 has changed for 2013.

There are now two licencing options for Sage 200. A subscription option allows you to pay monthly for your use. This is available to both Online and On Premise deployment options. For On-premise there is also the perpetual licensing that there has been for previous versions.

As well as the way you can can pay, there are also more types of user available. There is the option of a Full Sage 200 user or Web user licences (NB. Full users also get access to the Web/Self Service user). For CRM users there is also the CRM User and Suite user options still available.

The way we enter Licences has also changed. Gone are the days of typing out 24 blocks of 5 letters. Licences will now be activated using your account and serial number. These numbers are entered within the System Administration, which launches an automated system (online) that links to Sage’s internal systems. The details are authenticated in order to allow you to licence the system by selecting a licencing button.

Licences are stored in an  XML certificate.

If for some reason you do not have an Internet connection, there is a manual option available.

If you Right Click on ‘Licence’, in System Administration and select ‘Generate Licence Request’. A licencerequest.xml file is generated. This can be manually emailed to Sage, who will send the XML file back, to be imported into System Administration.

One of the key elements of Sage 200 2013 is the choice of deployment that it offers. Companies can now choose between an On-Premise and an Online (Cloud) deployment.

Cloud ERP solutions are becoming a serious option for companies. This is increasingly due to the savings they can make on infrastructure requirements such as the latest Hardware, Security and Backup systems. In the past, companies have been wary about how secure Cloud solutions are, as their key business data is involved. But Cloud solutions (generally) have much more sophisticated security and data recovery systems than what business can implement internally.

Sage 200 2013 Online has no upfront expenses for hardware just a single monthly subscription fee. You pay for what you use and there is more flexibility than before to add and remove users or modules.

With Line 100 becoming end of life in April 2014; Sage 200 online offers more companies an affordable upgrade option without the loss of key functionality, as now there is an upgrade option for Sage 200 without the added costs of new servers and other required components such as Microsoft SQL server.

For certain businesses it can still make sense to invest upfront, They may wish to keep data in-house and have the resources required to invest in technology/infrastructure as well as continue ongoing maintenance.

On-Premise has all the same functionality as Online, but the addition of modules which are not currently available to the online option. Therefore the requirements ofa company may dictate which option they can go for. For example if a Manufacturing solution is required, the On-Premise deployment would need to be implemented.

MODULE

ON-PREMISE

ONLINE

Financials

YES

YES

Commercials

YES

YES

BI

YES

CRM

YES

Project Accounting

YES

YES

WTE

YES

YES

BOM

YES

YES

Manufacturing

YES

This document from Sage gives further details about the differences between Sage 200 2013 On-premise and Online.

There is a compatibility issue with Sage 2013 Online v9.0 and the latest version of Payroll 19.02.157 which has update 4.

When logging on you get the following error box and Sage 200 won’t open:

Sage Payroll and 2013 Online issue

This is being looked into by Sage and they advised it will be fixed in v9.1 which should be released in the next 3-4 weeks.

The only workaround is to use a machine that doesn’t have this Payroll installed