Tag Archive: New Features


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.

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.

 

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.”

 

 

 

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.

On 01 April 2015, the legislation when raising or receiving a VAT invoice including early settlement discount will change. The change affects you as a supplier who offers early settlement, and/or as a customer who receives early settlement discount, where an invoice is issued.

For the current legislation, up to 31 March 2015, suppliers who offer early settlement discounts are permitted to account for and include the VAT due on the discounted price on their invoice, even if the full price (i.e. the undiscounted amount) is what is eventually paid. Customers who are offered an early settlement discount are only able to recover the VAT stated on the invoice even if they do not pay within the settlement days permitted.

From the 01 April 2015, suppliers must account for VAT on the amount they actually receive and customers may recover the amount of VAT that is actually paid to the supplier. Because of these changes Sage are releasing updates for Sage 200 however you must be aware how this impacts your version of Sage 200.

Sage 200 2015 will be fully compliant with the new legislation when it is released (end of February). It will also make it easier to process in accordance with the new guidelines. It includes two elements – compliance and usability. Sage therefore recommend that all Sage 200 sites which are affected by this legislation change upgrade their software to Sage 200 2015 as soon as possible.

Some older versions of Sage 200 will have a Service Pack released to assist with the changes however this relates strictly to the point of compliance only. Sites which have installed the relevant update will be able to continue printing compliant invoices.

Sage and indeed my recommendation for Sage 200 2011, 2013 and 2013 R2 sites is to upgrade to Sage 200 2015 as these versions will be less efficient and more prone to human error. That is unless the site has a very limited number of accounts where Early Settlement Discount is effective.

There will be no updates made available for Sage 200 2009 or Sage 200 2010. All sites on one of these versions, that are affected by Early Settlement Discount, should upgrade their software to reduce the amount of manual changes.

Sage 200 2013 Online is due for release this week (On Premise is due 26th July).

Sage have released some really useful documentation:

brochure-Sage-200

Sage 200 2013 What’s New

sage_200_on_premise_system_requirements_v2013_(prerelease)

sage_200_online_prerelease_system_requirements_v2013

sage_200_online_vs_sage_200_on_premise

 

End of Life for Line 100 announced

Sage have announced that Line 100 will officially reach its End of Life on 31 March 2014.

At present Sage offer Extended Support for Line 100, via SALP or Sagecover, which means that support and enable strings are still provided. Software updates related to Line 100 are not produced, so there is no guarantee that Line 100 will be legislatively compliant.

From 1 April 2014 customers will no longer be able to add users or modules to their systems and Sage will stop providing technical support to Business Partners. End users will still be able to use their software.

Where and End User is on version 7.1 or above, their software will time out on an annual basis. To continue using it they will be required to purchase an Enable string at a charge of £500 per annum (subject to annual price increases). Any customer on version 7.0 or below has a perpetual licence, which doesn’t time out, therefore they can continue to use their software without any time limit.

Now is the time to move or move your customers to Sage 200.

Service Pack 3 has now been released for Sage 200 2011. The main focus is on CRM fixes but there are also a few Manufacturing and Core module fixes/updates.

This service pack rolls up service packs 1 and 2 as well as any hot fixes that proceeded them. SP3 also includes documentation updates for Deployment and Integration Guide, System Requirements, CRM Implementation Guide and Upgrading Sage 200 CRM.

A full list of included fixes is available in the attached document: –

Issues fixed in Service Pack 3 for Sage 200 2011

Fixes/Updates of note include the following:

Core Modules

  • There is a now a setting to stop the ability to enter NL Payments/Receipts with different dates for each side of the posting i.e. current functionality allows the bank side to have one date and the transaction side to have another date.
  • Validation option for second reference on Invoices and Credit Notes.
  • The ‘Posting order line’ message does not clear when the POP order entry form is closed without saving. This has now been fixed.
  • The nominal accounts assigned to project items are not retained when a project is amended. This has now been fixed.

Manufacturing

  • New workspaces have been created for the Manufacturing modules.
  • Graphical Planner 11.2 is included.

BOM

  • Where BOM allocations include multiple BOMs, the ‘Undo Allocation’ option incorrectly removes the whole allocation. This has now been fixed

CRM

  • Cannot print a prospect quote entered via form launching for a prospect company in CRM.
  • The ‘Company Type’ must be re-selected when changes are made to the company summary screen if the ‘Company Type’ has been made a mandatory field.
  •  A ‘Progress’ tab has been added to the integration: ‘Administration > Integration > Integration Name | Progress’. The progress tab displays the number of records remaining to be synchronised.

I have finally managed to look through the 2011 new features for BOM/Manufacturing.

The 2010 release saw some functionality lost that allowed users to update Operation details on mass. This was due to the changes made to the new BOM module. With all due respect this was an error, and in some cases became an upgrade stopper.

The GOOD NEWS is that 2011 (as promised) sees the return of this functionality.

Resources

Labour, Machine and Tools registers each have an update function that will allow you to update Resources to be based on their group settings. E.g. Labour items can be updated to reflect the settings attributed to the Labour Resource Group that they are assigned to.

The properties that can be updated in each register are:

  • Cost Heading
  • Cost Nominal Account
  • Allow Cost Rate Override
  • Overhead Nominal Account
  • Efficiency %
  • Overhead Recovery %
  • Time Units

 Operations

Operations have two separate options. 

Operation Update Details allows users to update the BOM Operation details (i.e. operations settings assigned to BOM records) to reflect the default settings assigned within the Operations register.

I.e. if you amend the default settings of an Operation(s) in the register, this routine will update these changes to the BOM’s with these operations.

You are able to update the following details:

  • Resources
  • Sub-contractor details
  • Overlap (Manufacturing only)
  • Run Time
  • Delay (Manufacturing only)
  • Shrinkage (Manufacturing only)
  • Notes

A useful option is whether you update BOM Operations that were manually amended to be specific to an individual BOM.

There is a lot of flexibility with this function as you are able to decide the BOM records that are updated.

E.g. If the Operation selected to update is assigned to 10 BOMs, the system will show the 10 BOM’s it is on, and you are then able to remove the BOMs that you do not want updated.

The system has an important validation process that lists Exclusions and Warnings, for those BOM’s that can’t be updated. May be they are on Hold, do not have an active version etc.

Update Operation Rates allows you to update Cost rates on Resources/Operations that are already on a BOM Operation.

Firstly you select a Source Type from:

                Resource Record (Labour/Machine/Tools)

                Resource Group (Labour/Machine/Tool)

                Operation Records

Then select the specific source:

                I.e. if you selected the type Resource record, now select Labour/Machine or Tools Register.

Then select the Target record:

                Resource

                Operations

                BOM Operations

I.e. what is it that you want to update?

If BOM Operations are being updated then a validation process is done. You then have the option to select specific BOM records that you wish to update. Where BOM records are being updated, you are given the option to re-cost the BOMs.

Bill of Materials

Add Component

This is utility allows you to add a component to Multiple BOMs. Simple and effective!

BOM Costing Analysis

There is now a Graphical analysis to allow better visualisation of the costing effects.

New settings allow you to determine the default behaviour for the cost analysis screen.

  • Select what data the charts display
    • Date range used
    • How to show sub-assembly costs
    • Whether multiple versions are shown
  • Select what values to show
    • Unit Cost including overheads
    • Suggest selling price
    • Profit
  • How the Chart is displayed, such as colours and labelled axis.

When the costing screen is viewed you are able to select two graphical views of the data. Analysis shows you a costing analysis with Unit Cost, Profit and Suggested Selling Price.

Actual Comparison shows the difference between planned costs and Actual costs. Planned costs are costing sessions done from within the BOM record. Actual costs are from the BOM Build/Confirm Build process.

For manufacturing sites, Works order Planned and Actual comparisons are also shown.

The first question end users will ask is – Can the Graph be printed? The answer is really, No; although there is a button to copy it to the clipboard!

BOM Reverse Build

The long-awaited BOM reverse build is introduced in 2011. This allows users to reverse the build of a BOM, previously completed within BOM. Effectively the function is a dismantle function to correct user error.

The feature is only for BOM builds, and not Manufacturing builds.

A new list view shows a list of BOM build records, and the whole reversal process can be managed from this list.

There a number of restrictions and outcomes to be aware of with this function, in particular:

  • You cannot partially reverse
  • The system checks that the stock of the finished item CREATED BY THE BUILD is still available.
  • An AVERAGE cost re-calculation is performed on finished items reversed from stock.
  • Nominal postings use the same Transaction Date & URN as the original build entry.
  • FIFO rules are NOT applied when items are returned to stock.
  • If the original build was created from a BOM allocation, then a New BOM allocation is created by the reversal.

BOM Workspace

A new BOM workspace in 2011 gives users an improved view of BOM records.

Conclusion… 

For me these new features are all improvements to what was already available. It seems that it has all been about making long jobs simpler for users.

Each feature will be a benefit to the user in the function that they are designed to perform.

The BOM reversal function may not go far enough for some people; who would have hoped to have been able to reverse BOMs for salvage type operations. However in the main I think that it will work for most and will be a worthwhile reason to upgrade.